Directors’ Only Series: Guiding the Movement into Tomorrow
Directors' Only Series Track Overview
Advancing the Movement requires credit union boards to adapt and lead through a rapidly evolving environment.
Offered as part of the CU Learning TRAXX program, these six 60- to 90-minute sessions explore foundational skillsets from a timely perspective that strengthen board members’ abilities to lead and serve their credit unions, members, and the broader community.
With programming specifically designed for Directors and CEOs, this track will help directors guide credit unions and the Movement into the future. Sessions will focus on ensuring a future-focused organizational mission and vision, diverse leadership recruitment, evolving organizational strategy, understanding mergers, and more, including just-in-time content to ensure you’re staying ahead of the curve!
All registration options include access to post-session recordings, so you can learn at your own pace and at a time that’s convenient for you!
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 and Details
Consisting of six relevant and future-focused 60- to 90-minute sessions, the Directors’ Only Series: Guiding the Movement into Tomorrow track offers programming specifically designed to help directors successfully guide the future of the Credit Union Movement.
1. Leadership Recruitment: Attracting and Retaining Talent that Reflects your Community
Speakers: Monica Davy, Deedee Myers, Niki Sharma
Embracing a culture of diversity and inclusion happens on every level — including those who sit at the leadership table. In this session, experts illuminate ways credit union boards can effectively recruit, attract, and retain talent at the board and leadership levels that’s representative of your credit union’s membership and the broader community.
2. Credit Union Finance for Board Members
Speaker: Tim Harrington
Boards members come from a variety of backgrounds, but not all come to the table with in-depth accounting and financial knowledge. This session will provide attendees with an overview of the foundational financial concepts important for evaluating the fiscal impact of strategic decisions. From balance sheets to key ratios, explore the most important metrics used by credit union leaders to guide and provide oversight to their credit unions.
3. Mission and Vision: Fortifying Your Credit Union’s Purposes, Goals, and Values
Speaker: Rocky Ozaki
In this session, explore your credit union’s outlook for the future. The world has changed — should your mission and vision statements change, too? Check your trajectory to ensure your credit union’s internal guidance statements lead to tomorrow’s desired destinations. Take part in an invigorating panel discussion and evaluate your mission and vision statements to ensure they still reflect the heart and soul of your credit union.
4. Strategic Reboot: Adapting Your Plan in an Ever-Changing World
Speakers: Dr. Robert Eyler, Jeff Rendel
As our environment continues to be impacted by external factors both seen and unseen, credit unions must rethink their organizational structure, the way they deliver services, the products they offer, their relationship with members, and their role in the community. In this session, hear from Dr. Robert Eyler, a leading credit union expert in the strategic planning space. Learn about changing market segments, the new workplace environment, increased use of new technologies, and a sustainable value proposition that helps the community and the planet.
5. Maximizing Board Effectiveness
Speaker: Michael Daigneault
This session focuses on the relationship between a Board of Directors and its CEO — the cornerstone of your organization’s governance. Now more than ever, this relationship is a pillar of your credit union’s success in these uncertain times. But what does that really mean? How does a Board go about building and sustaining a constructive partnership over time? And what role does your CEO’s annual evaluation play in that process? Central to that partnership is a constant feedback loop that enriches and stretches the relationship between your Board members and the credit union’s CEO.
6. Understanding Mergers and the Board’s Role
Speaker: David Ritter
In this session, we examine how credit unions play an essential part in members’ lives and the board member’s role in credit union mergers. Board members commit countless hours of time and effort to ensure their credit union continues to provide value and benefit. Yet, nearly every day, there is a credit union merger in the United States, with that trend holding steady for nearly a decade. Mergers can be a viable way for credit unions to retain relevance and sustainability while still maintaining focus on the member and remaining true to the credit union’s mission.
** Access to On-Demand Recordings is reliant on the Pass or Track that your Credit Union has purchased. If you would like access to CU Learning TRAXX On-Demand Recordings please view pricing and registration or reach out to a member of the team.
ALL ON-DEMAND RECORDINGS AVAILABLE NOW!
|Directors' Only Sessions — Now Available On-Demand|
|Recorded From the August 5 Session|
|Leadership Recruitment: Attracting and Retaining Talent that Reflects your Community||In this session, experts illuminate ways credit union boards can effectively recruit, attract, and retain talent at the board and leadership levels that’s representative of your credit union's membership and the broader community.||Access Now**|
|Recorded From the August 26 Session|
|Credit Union Finance for Board Members||This session will provide attendees with an overview of the foundational financial concepts important for evaluating the fiscal impact of strategic decisions.||Access Now**|
|Recorded From the September 23 Session|
|Mission & Vision: Fortifying your Credit Union's Purposes, Goals, & Value||In this session, explore your credit union’s outlook for the future. The world has changed — should your mission and vision statements change, too?||Access Now**|
|Recorded From the October 7 Session|
|Strategic Reboot: Adapting Your Plan in an Ever- Changing World||In this session, hear from several leading credit union experts in the strategic planning space. Learn about changing market segments, the new workplace environment, increased use of new technologies, and a sustainable value proposition that helps the community and the planet.||Access Now**|
|Recorded From the November 2 Session|
|Maximizing Board Effectiveness||This session will explore how boards can efficiently execute their duties while providing the greatest value to members.||Access Now**|
|Recorded From the December 9 Session|
|Understanding Mergers and the Board’s Role||In this session, we examine how credit unions play an essential part in members’ lives and the board member’s role in credit union mergers.||Access Now**|
|** Access to On-Demand Recordings is reliant on the Pass or Track that your Credit Union has purchased. If you would like access to CU Learning TRAXX On-Demand Recordings please view pricing and registration or reach out to a member of the team.|
Dr. Robert Eyler
Dean of the School of Extended and International Education, Sonoma State University
Dr. Robert Eyler is Dean of the School of Extended and International Education at Sonoma State University. Dr. Eyler is Professor of Economics and Director of the Center for Regional Economic Analysis at Sonoma State University, where he has been teaching since 1995. He earned a Ph.D. from the University of California, Davis in 1998. He earned a B.A. in Economics at CSU, Chico in 1992. Dr. Eyler also serves on the board of directors of Redwood Credit Union, a $7 billion nonprofit financial cooperative.
Dr. Eyler is the author of two books and several academic articles concerning economic sanctions, the economics of the wine industry, and monetary economics. He also provides economic impact analyses for both private firms and public entities to help guide public policy at the local and state level and has been a visiting scholar at both the University of Bologna and Stanford University.
Chief Executive Officer and Co-Founder of Quantum Governance
As the CEO of Quantum Governance, Michael brings more than 30 years of training and experience as a consultant, motivational speaker, and dynamic workshop facilitator. With his colleagues and staff, Michael provides a full range of targeted training opportunities in the form of custom seminars, workshops, and retreats, as well as keynote speeches. Michael regularly works with organizations of all types to improve the effectiveness of their governance and leadership. In particular, he has worked with credit unions large and small to advance their governance and strategic efforts, strengthen their boards, and analyze their committee efforts. More than 60 percent of Quantum Governance’s clients are credit unions.
Michael is a nationally-recognized speaker, having presented at conferences including The Credit Union Executives Society, Board Source, The Conference Board, The Ethics Officers Association, and Independent Sector, among others. He is an expert on topics such as governance, ethics, and strategic planning for credit unions, businesses, nonprofits, associations, and governmental entities. He has published articles on these topics for a wide variety of trade journals and magazines, including CU Magazine, CU Update, Association Management, The Audit Report, BoardMember Magazine, Catalyst, and Executive Update, to name a few.
Michael is a three-time graduate of Georgetown University, holding a B.A. from the College in Philosophy where he was the top graduate in Philosophy; a J.D. from the Law Center; and a Master’s Degree in Law from the Law Center. He was the first person to graduate from the Law Center with a Masters in Law with a concentration in Legal Ethics and Professional Responsibility.
Director of the Office of Minority and Women Inclusion, NCUA
Monica Hughes Davy is the Director of the Office of Minority and Women Inclusion. As Director, Ms. Davy oversees the requirements of the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 involving diversity, civil rights and the promotion of minority and women hiring and contracting practices throughout the credit union industry and at the NCUA.
Prior to joining the NCUA, Ms. Davy served as Executive Director of the Office of Equity, Diversity and Inclusion at the Internal Revenue Service. She also served as Acting Director of the U.S. Food and Drug Administration’s Office of Equal Employment Opportunity and Diversity Management, and as Acting Director and a senior trial attorney at the Department of Health and Human Services.
Ms. Davy holds degrees from the Howard University School of Law and George Mason University.
Tim Harrington is a Certified Public Accountant who has consulted with financial institutions since 1992. Since 1996, Tim has been President of TEAM Resources, a firm that provides consulting, strategic planning and training to financial institutions from coast-to-coast. He is the author of the popular the book Eisenhower on Enlightened Leadership and co-author of Credit Union Guide to Strategic Governance. Tim is a faculty member of two national credit union schools on governance and management, and has spoken to hundreds of thousands of directors, executive management and staff throughout the Northern Hemisphere.
Chief Executive Officer, DDJ Myers
Deedee is known for being a thought and practice leader in the field of transformative change and organizational evolution for people and organizations. Her work with boards, executive teams, and staff inspire organizations to adopt evolutionary yet pragmatic communication and behavioral practices that add sustainable and intrinsic value. Myers is widely known for evolutionary strategic planning, deep-seated succession planning from the emerging leader through the board level, generative board practices, and advancing leadership presence and execution so that individuals, teams, and organizations can access untapped potential. She contributes to advancing leadership through frequent speaking engagements, articles, and blogs.
Myers has a master’s degree in organizational development, a Ph.D. in human development, a master’s level in somatic coaching, and a PCC in coaching from the International Coaching Federation.
Founder & CEO, NoW of Work, Inc.
Ozaki is the Founder & CEO of the NoW of Work Inc. – a business transformation firm whose primary focus is helping executives build future-proofed, resilient organizations that are anchored on cultures of innovation and agility. He couples a decade of senior leadership roles in large enterprise, with 5-years in start-up tech to form what he believes is the DNA for companies to survive in our exponential (and highly uncertain) times.
Certified Speaking Professional
Jeff Rendel, Certified Speaking Professional, knows financial services. With experience as a federal banking regulator, financial services executive, and Congressional lobbyist; he understands the balancing act of safety, soundness, sales, and strategy.
As President of Rising Above Enterprises, Rendel works with financial services providers that want entrepreneurial results in sales, service, and strategy. Each year, he addresses and facilitates for nearly 100 financial institutions and their business partners.
As a federal banking regulator with the Office of the Comptroller of the Currency, Rendel examined a wide array of the nation’s banks and partnered with all levels of executive management.
As a financial services executive, he oversaw the strategic operations of a community bank, directing corporate initiatives and helping guide the bank to record growth, market share, and financial results.
As a chief lobbyist to Congress, he represented financial institutions, serving as a first and main resource to Members of Congress as they sought to understand implications of legislation upon financial services.
A highly sought after and accomplished speaker; he is a professional member of the National Speakers Association (NSA) and has earned the NSA’s Certified Speaking Professional (CSP) designation. Fewer than two percent of the world’s speakers hold this achievement.
Managing Director, ALM First
David Ritter is a Managing Director at ALM First, who works with clients by focusing on both their quantitative and qualitative strategic growth initiatives; whether via facilitating an entire merger and acquisition process, conducting strategic planning, building customized sophisticated yet practical financial scenario analyses models for clients, or creating de novo business plans.
David provides a multitude of advisory services to clients, including merger and acquisition guidance, business valuation and strategic planning. He has worked with credit unions, banks, mortgage companies, and CUSOs to help build strategies and move quickly towards their financial goals. From prospecting merger opportunities for clients to establishing effective financial and operational negotiations for new business, to deal closing and post-merger integration, he is completely hands-on in the entire merger and acquisition process. David also helps clients understand the true value of their business through a wide range of financial valuation services.
David earned his Bachelor of Arts in Business Economics from the University of California, Santa Barbara, his Master of Business Administration from Carnegie Mellon, Tepper School of Business, and is a Certified Valuation Analyst.
Niki Sharma is a lawyer, former chair of the Vancouver Board of Parks and Recreation and life-long advocate for social justice and sustainability. She is deeply committed to reconciliation, gender equity, supporting arts and culture and strengthening local communities. Sharma is a proud member of VanCity and believes strongly in co-operative values.
Sharma’s legal practice focuses on aboriginal law and her work has taken her across British Columbia and northern Canada. She represents residential school survivors and works closely with First Nation governments. She has advocated for her clients on many levels of the legal system, including the Supreme Court of Canada.
In 2011, Sharma was elected as a Vancouver Park Board commissioner, where she served as chair of the board and oversaw a $100 million dollar budget on behalf of taxpayers. As a commissioner, she was co-chair of the environmental stewardship and education task force, the local food task force and led the Park Board’s opposition to the Kinder Morgan pipeline expansion plan. She spearheaded the Pollinator Project to use the park system to protect bees and other pollinators. She also acted as liaison to the urban aboriginal advisory committee, the women’s advisory committee and the arts and culture policy council.
Earlier in her career, Sharma worked internationally with a women’s co-operative in Ecuador to promote financial independence and forest preservation. She also served as a parliamentary intern with the Parliamentary Monitoring Group in Cape Town, South Africa, where she reported on meetings of the South African parliament.
In Canada, she received the Premier’s Award for Collaboration from the government of Northwest Territories for her work in a committee to develop new wildlife legislation.
Currently, Sharma serves as a board member for Battered Women’s Support Services and the PuSH Festival. She is a member of the City of Vancouver’s women’s advisory committee and chaired the pay-equity sub-committee.
Sharma was born and raised in a small town in the Rocky Mountains of B.C. and now resides in east Vancouver with her husband and their young daughter.
Pricing & 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 full Directors’ Only Series: Guiding the Movement into Tomorrow track for full access to all six sessions in this track. All registration options include access to the post-session recordings, so you can learn at your own pace and at a time that’s convenient for you!
Information about additional registration options can be found here, including all access passes, session bundle options, and track bundle options.
|Directors' Only Series: Full Board of Directors & CEO Pass|
Send your entire board of directors and CEO to the full Directors’ Only Series track, including on-demand access to post-session recordings!**
|Regular Price: $3,999|
Small* Credit Union Price: $2,999
|Full Directors’ Only Series Track|
Access to all six live sessions in the Director’s Only Series track, along with on-demand access to post-session recordings!
|Regular Price: $1,099|
Small* Credit Union Price: $989
|Session 1: Leadership Recruitment: Talent That Reflects Your Community Individual Session||Regular Price: $249||Register Now|
|Session 2: Credit Union Finance for Board Members Individual Session||Regular Price: $249||Register Now|
|Session 3: Mission & Vision: Fortifying your CU's Purposes, Goals, & Values Individual Session||Regular Price: $249||Register Now|
|Session 4: Strategic Reboot: Adapting Your Plan in an Ever-Changing World Individual Session||Regular Price: $249||Register Now|
|Session 5: Maximizing Board Effectiveness Individual Session||Regular Price: $249||Register Now|
|Session 6: Understanding Mergers and the Board’s Role Individual Session||Regular Price: $249||Register Now|
|*Small Credit Union = $100 million or less in assets|
Continued education and training of credit union employees helps keep the Credit Union Movement vibrant and competitive.
The Northwest Credit Union Foundation is providing professional development scholarships for credit union professionals interested in attending CU Learning TRAXX sessions, including scholarships for on-demand sessions. If credit unions need financial support to purchase an All Access Pass or Session Bundles, CEOs can apply for a scholarship award to go toward CU Learning TRAXX. Please reach out to Maija Noll for any questions on scholarship eligibility.
Please reach out to [email protected] for assistance with canceling or adjusting your registration.