Management and Leadership Institute

Start your day with hot breakfast, and the opportunity to build stronger connections with your peers from credit unions across the country.

Review yesterday's homework and compare notes with your colleagues.

CU leaders must be well-versed in the regulatory frameworks that govern their operations to ensure a thriving financial ecosystem. This session will equip you with an appreciation for two critical regulatory bodies: the National Credit Union Administration (NCUA) and the Consumer Financial Protection Bureau (CFPB).

Get a comprehensive overview of one of today’s most pressing areas of risk management. Learn how NCUA views compliance risk and discover how credit unions manage it. Gain a solid understanding of the two very different roles compliance and internal auditing play in your organization. Explore the role and characteristics of a skilled compliance officer and the ideal time to hire one full-time.

Discover how economic fluctuations directly affect the financial well-being of credit union members. Learn strategies for tailoring credit union services to better support members during economic ups and downs.

To thrive in this dynamic environment, credit union leaders must deeply understand financial management principles and strategies. You'll gain financial knowledge and discover tools necessary to make informed decisions, drive growth, and ensure the long-term sustainability of their institutions.

You'll dive into the key strategies and benefits of diversifying your credit union's offerings, demonstrating how it can pave the way for success.

How will you influence your listeners to act on what you say? How you deliver determines whether others see you as credible, knowledgeable and trustworthy. Otherwise, you inhibit your maximum potential to influence people, increase profits and cultivate long-term relationships. Learn to eliminate the static that plagues communicative delivery—to persuade, sell your ideas, influence, or communicate face-to-face with a clear message.

Effective marketing is necessary for any organization. Discover the key elements of a customer-centered marketing strategy and the best ways to attract — and retain — members. You'll explore creating new, innovative member value and leveraging your brand. Plus you’ll receive advice from an award-winning credit union veteran about leading a member-focused organization.

In a small group with attendees from varying credit union roles and asset sizes, work together on assigned homework after the day's educational instruction.

Start your day with hot breakfast, and the opportunity to build stronger connections with your peers from credit unions across the country.

Review yesterday's homework and compare notes with your colleagues.

"How, Where and When We Bank" has been undergoing massive change—resulting in a digital transformation for most credit unions. Your CU must  react, respond and charge a path through the “digital tomorrow.” Discover tools you can implement to stay ahead of the transformation and how you can make your current plan even better.

Find out why it's so important for your credit union to invest in diversity, equity and inclusion (DEI) and not sit on the sidelines as the nation continues to grow. You'll find out about the hidden costs of not having a diverse workforce and the penalties that occur when DEI is not a part of your credit union's strategic plan and vision. Gain insights into how you can be a progressive credit union leader by including DEI in your strategic plan, continuing to grow your organization with DEI in mind, and leading the credit union industry with your credit union's best practices.

Is your credit union effectively collecting, analyzing and acting on member data to improve how you market your products and services? With endless possible data points to track and analyze, it can be challenging to know where to begin. Gain insights for creating a guide that utilizes invaluable market data to drive positive change for your credit union.

Gain insights on ways to position your credit union for solid loan growth. You’ll explore new strategies in lending and marketing initiatives, along with proven training programs. Your marketing campaign opens the door, but your people are the ones who will secure new business and retain existing members. Learn how to develop the business and the relationship for cross-selling opportunities and member retention.

A robust and symbiotic relationship between management and the board of directors is at the heart of every successful credit union. You'll hear from three credit union CEOs as they explore the critical importance of this relationship and how it can shape the future of your credit union.

An Advocacy representative will provide insights into the potential implications for credit unions based on the outcome of elections, analyzing how both Republican and Democratic victories could shape policies affecting the financial sector. The discussion will offer a comprehensive political overview, highlighting key issues and legislative priorities relevant to credit unions.

In a small group with other attendees from varying credit union roles and asset sizes, work together on assigned homework after the day's educational instruction.

Start your day with hot breakfast, and the opportunity to build stronger connections with your peers from credit unions across the country.

Hear insights from CEOs on how they shape and reinforce the culture of their credit union to ensure it thrives in a dynamic marketplace. Learn how CEOs influence the drivers for culture in the organization by articulating and embedding values, hiring and growing talent, and reinforcing the importance of ensuring that organizational systems are aligned in ways that reinforce the culture and values.

You are the navigator of your own career path, whether you actively pursue that career or fall into it. Gain insight into why it’s important to update your career accomplishments every year, and how to ensure that you’re leveraging your skills, competencies and expertise to make a difference. Gain insights on how to be seen as an internal successor candidate; how to create intentionality around language and actions congruent with how you want to be viewed professionally; how to step up and fully leverage your potential; and how to gauge the effectiveness of your leadership style and continue your self-development.

Join this highly energetic session on the pursuit of excellence. Our speaker will share a lineup of thought-provoking antidotes that will empower you to be the best leader you can be.

Uncover the critical role that employee satisfaction, development, and well-being play in achieving — and surpassing — organizational goals.

Strong organizational and personal ethics are essential to building and strengthening trust with your employees, membership, and board members. Understanding the principles of ethics is more than knowing the difference between right and wrong behaviors. Ethics applies to your character, reputation, and organization. We will discuss the importance of ethics and the legal implications of failing to uphold them.

Your credit union has a non-visible tattoo policy. Your best teller gets a tattoo on her neck, symbolizing her ten years of sobriety. How do you proceed? Attendees will be asked to decide what they would do in this and other real-life scenarios that CEOs face in their leadership roles.

In a small group with attendees from varying credit union roles and asset sizes, work together on assigned homework after the day's educational instruction.

Start your day with a hot breakfast and the opportunity to build stronger connections with your peers from credit unions nationwide.

Group presentations are the culmination of all the activities learned throughout the Institute. Review content from inspiring speakers and personal and professional relationships with industry peers at similar points in their careers. Use the takeaways to implement more success at your credit union!

Your thought process changes when you're charged with the vision and oversight of your entire credit union. Being a credit union CEO in today's environment requires you to think strategically and consider the current economic, legislative, and regulatory environment, in addition to organizational structure and crosswalks. Our leaders will take you through the thought processes and decisions you will likely face.