Culture Defines Experience Track Overview

Member experience begins within!

Offered as part of the CU Learning TRAXX program, the six 60- to 90-minute sessions in this track focus on helping you build a strong credit union identity that is woven throughout your entire organization — including your remote workforce, employee culture, and member experience.

Marketing, human resources, business development, and retail professionals will find exceptional value in the six sessions offered in this track. Programming will focus on diversity, equity, and inclusion; elevating employee culture; member experience; effectively sharing the Credit Union Difference; attracting and retaining top talent; and more, including just-in-time content to ensure you’re staying ahead of the curve!

During live sessions, attendees will have the opportunity to network with their credit union peers and industry experts on the cutting-edge CU Learning TRAXX digital platform. All registration options include access to live sessions and on-demand access to post-session recordings, so you can learn at your own pace and at a time that’s convenient for you!

More information about confirmed sessions can be found below. Information about the final three sessions will be shared soon – future sessions will be designed based on attendee feedback and industry updates, to ensure the programming meets you where you are and where you’re going.

While the sessions in this track are designed with a specific audience in mind, credit union professionals of every level and discipline will find them valuable.

Sessions

Consisting of six 60- to 90-minute sessions, the Culture Defines Experience: Weaving Culture and Brand Through Your Organization track focuses on building a strong credit union identity across your entire organization, for both member and employee experience. Information about confirmed sessions can be found below, with more session information coming soon! Future sessions will be designed based on attendee feedback and just-in-time programming, to ensure that sessions offer you the information you need, when you need it.

Elevating Employee Culture for the Future
Speakers: Susan Salgado, Tansley Sterns
This session explores employee engagement across three areas: wellness, belonging, and maintaining a cultural identity throughout workforces that may be dispersed. As credit unions increase remote work settings, employee engagement is more critical than ever. Engaged employees generate value and positively impact a credit union’s brand.
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Mapping the Credit Union’s DEI Journey
In this session, credit unions across the country share their experiences around implementing DEI initiatives throughout their organization and how it positively changed the way they serve members. Hear first-hand experiences in how to start this conversation in your credit union and engage your employees around topics of diversity, equity, and inclusion. You’ll walk away with best practices or tools to create your own plan.
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Credit Union Sales and Service: Meeting Your Members Where They Are
In a competitive market, how do credit unions use sales and service models to illuminate the Credit Union Difference, meet business objectives, and attract new members? This session examines how diverse perspectives within an organization help cultivate new ideas to better meet member needs.
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Information about the remaining three sessions in this track will be available in the coming weeks.

Session Dates and Times

Specific session dates and times are still being finalized and will be posted soon. Those who have already registered for the full Culture Defines Experience track, single session, track bundle, or All-Access Pass will be notified of final scheduling information via email.

Wednesday, August 26
9:30 - 11:00 a.m. PDTCulture Defines Experience Session One: Elevating Employee Culture for the Future 
Wednesday, September 9
9:30 - 11:00 a.m. PDTCulture Defines Experience Session Two: The DEI Journey
12:00 - 12:30 p.m. PDTOptional Virtual Networking Lunch
Wednesday, September 23
12:00 - 1:00 p.m. PDTCulture Defines Experience Session Three: The Future of CU Sales & Service: Meeting your Members Where they Are
3:30 - 4:30 p.m. PDTOptional Virtual Networking Happy Hour

Have a scheduling conflict? No worries! You can access recorded sessions anytime.

Speakers

Susan Salgado
Founder • Grason Consulting 

Susan Salgado is a consultant, speaker, and thought leader whose expertise lies at the intersection of leadership, organizational culture, and customer experience. Having partnered for nearly 20 years with famed restaurateur, Danny Meyer of Union Square Hospitality Group, Salgado’s passion lies in creating remarkable workplaces where people will thrive – and therefore, will deliver outstanding results. Drawing on both her academic and professional experience in organizational behavior, Salgado speaks, consults, and advises leaders and speaks with companies across more than 20 industries including Delta Airlines, Hyatt Hotels, Goldman Sachs, Chanel, Cedars Sinai Hospital System, Sotheby’s, Condé Nast, and Coca Cola.

Salgado holds a Ph.D. from NYU, Stern School of Business, as well as a BS and an MBA from Lehigh University. She is a co-founder of the NYC Chapter of Conscious Capitalism, has recorded a TEDx talk, has been a contributor to Inc. magazine, and was named one of Fast Company’s 100 Most Creative People in Business for her application of hospitality principles across industries. Her passion and her purpose: To make the world a better place, one workplace at a time.

Salgado lives in NYC/Manhattan with her husband and daughter. 

Tansley Sterns
Chief People & Strategy Officer • Canvas 

Tansley Sterns is a dynamic force of nature, fiercely crusading on behalf of all credit unions while tirelessly driving forward the brand image and family spirit of Canvas. She joined us in April 2018 and has spent every moment since amplifying the credit union’s ability to transform lives with her innovative marketing, brand, communications, and strategy efforts. Sterns leads the people of Canvas with a bright fire and desire for greatness that is passed down with every interaction with our team.

Sterns brings with her more than 20 years of credit union leadership experience, including roles in research, sales, service, and government relations to Canvas. Just prior to coming on board, Sterns served as Chief Impact Officer at Filene Research Institute where she played a pivotal role in building bridges between credit unions, academia, and Silicon Valley. Her work has ensured that even more institutions engage with Filene’s credit union-focused, action-ready research. Sterns has been a pivotal addition in every community she serves, activating the credit union movement with grace, and as always, a smile.

Prior to her tenure at Filene, Sterns served as AVP of Corporate Strategy & Government Relations at Bethpage Federal Credit Union in NY, helping to shape and execute strategy in an ever-changing legislative landscape. She was VP of Sales & Service at both Connex Credit Union and BestSource Credit Union for a combined 13 years where she honed her ability to lead marketing, sales, and business development initiatives along all frontline, member-facing channels. 

Pricing and Registration

CU Learning TRAXX are offered with a variety of registration options. While each track is designed with a specific audience in mind, credit union professionals of every level and discipline will find them valuable.

Register now for the Culture Defines Experience: Weaving Culture and Brand Through Your Organization track for full access to all six sessions in this track. All registration options include access to the live sessions and on-demand access to post-session recordings, so you can learn at your own pace and at a time that’s convenient for you!

During live sessions you’ll also have the opportunity to network with credit union peers and interact with industry experts.

Information about additional registration options can be found here, including session bundle options. Single session registration will be available soon!

Full Culture Defines Experience Track
Access all six live sessions the Culture Defines Experience track, along with on-demand access to the post-session recordings!
Regular Price: $1,099

Small* Credit Union Price: $989
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Elevating Employee Culture for the Future Individual SessionRegular Price: $249Register Now
Future of Credit Union Sales & Service Individual SessionRegular Price: $249Register Now
The DEI Journey Individual SessionRegular Price: $249Register Now

*Small Credit Union = $100 million or less in assets

Scholarship Opportunities

Continued education and training of credit union employees helps keep the credit union movement vibrant and competitive.

The Northwest Credit Union Foundation provides professional development scholarships awarding up to $1,000 per year for selected applicants. Learn more on the NWCUF website.

Cancellation Policy

Registrations may be canceled and refunded up to 30 days in advance of a session. Alternately, registrations may be transferred to another user up to one day in advance of the meeting. Please reach out to [email protected] for assistance with canceling or adjusting your registration.

Questions or Concerns

For assistance with registration, please email [email protected]. A member of our team will be in touch shortly.

For questions about the programming offered in the Culture Defines Experience track, please contact Jordan Beyer, Manager, Grassroots Advocacy.