Inform the Future: Inspiring Tomorrow’s Leaders Today
Inform the Future Track Overview
Engage in thought-provoking sessions that deconstruct and re-inspire your notions of leadership and the future you’re creating.
Offered as part of the CU Learning TRAXX program, the six 60- to 90-minute sessions in this track will bring the most riveting and revolutionary keynote speakers on leadership and the future directly to your team.
This track offers thought-provoking and inspiring programming for credit union professionals across all levels and departments. Sessions will focus on leading through a crisis, the importance of diversity in leadership, the role of credit unions in the global landscape, leadership at all levels, 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 Inform the Future: Inspiring Tomorrow’s Leaders Today track brings the most riveting and revolutionary keynote speakers on leadership and the future directly to your team.
1. How Will You Lead Through the Next Crisis?
Speaker: Kevin Parker
This session focuses on creating resilient teams by equipping them with the tools and training the need to nimbly navigate even the toughest crisis or conversation. Explore a world-renowned model of leadership honed at the Harvard Kennedy School, implemented at fortune 500 companies and the U.S. Military. Use this model to grow your team as individuals and as a cohesive unit.
2. Credit Unions Are Changing the World
Speakers: Steve Stapp, Marlene Shiels, Gisele Gomes
In this inspiring session, explore how credit unions are catalysts for change. They improve the lives of millions, each and every day, in 118 countries across the world. Hear key perspectives and wisdom from three thought leaders representing different corners of our global Movement.
3. The Value of Diversity in Leadership Roles
Speakers: Linda Bodie, Mary Vasquez, Tonita Webb, Fawn Sharp, Jen Shaub
In this energized session, celebrate who you are, individually, and together as part of the Credit Union Movement. Hear meaningful perspectives from credit union family members who effectively and successfully lead their shops while proudly representing diverse communities. Learn how they’ve harnessed the power of diversity, inclusivity, and equity to propel their credit unions into a bright future.
4. There Are No Leaders. Now What?
Speaker: Kevin Parker
This session examines leadership versus leaders. We’ve all studied the great leaders, read the books, watched the movies, and played follow the leader. What if you learned there were no such thing as a leader? What if, instead, we discovered that leadership is a muscle to be exercised, utilized, rested, and recovered — something we can develop, hone, and target. How would that unlock potential in your team and help grow bench strength within your organization? Let’s find out.
5. Three Words to Describe Your Leadership?
Speaker: Isaac Mallory, Susan Salgado
What three words define you as a leader? What three words define your credit union’s culture? Cross-Cultural Leadership is an attempt to understand how individuals of different cultures interact with each other. In this session learn best practices on how to lead a culturally diverse team to success utilizing three unique perspectives from inspiring leadership experts.
6. Innovating to the Other Side of the Crisis – Leading after a catastrophe
Speaker: Michael O’Hare
From wildfires and earthquakes to tsunamis and hurricanes, the team at FEMA knows how to organize a team around crisis management and emergency response. Join Michael O’Hare, Regional Administrator for FEMA’s Region 10 for a discussion on leading through, and after, a crisis. Learn more about the leadership principles that guide his decision making and promote resiliency in our region’s preparedness.
** 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!
|Inform the Future — Sessions Now Available On-Demand|
|Recorded From the August 5 Session|
|How Will You Lead Through the Next Crisis?||This session focuses on creating resilient teams by equipping them with the tools and training the need to nimbly navigate even the toughest crisis or conversation.||Access Now**|
|Recorded From the September 9 Session|
|Credit Unions Changing the World||In this inspiring session, explore how credit unions are catalysts for change.||Access Now**|
|Recorded From the October 7 Session|
|The Value of Diversity in Leadership Roles||In this energized session, celebrate who you are, individually, and together as part of the Credit Union Movement.||Access Now**|
|Recorded From the October 13 Session|
|There Are No Leaders - Now What?||In this session examine leadership versus leaders. We’ve all studied the great leaders, read the books, watched the movies, and played follow the leader. What if you learned there was no such thing as a leader?||Access Now**|
|Recorded From the November 17 Session|
|Three Words to Describe Your Leadership||In this session learn best practices on how to lead a culturally diverse team to success utilizing three unique perspectives from inspiring leadership experts.||Access Now**|
|Recorded From the December 9 Session|
|Innovating to the Other Side of the Crisis – Leading after a catastrophe||Join Michael O’Hare, Regional Administrator for FEMA’s Region 10 for a discussion on leading through, and after, a crisis. Learn more about the leadership principles that guide his decision making and promote resiliency in our region’s preparedness.||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.|
Chief + Innovator, Element Federal Credit Union
Linda Bodie is the Chief + Innovator at Element Federal Credit Union. She began her career with Element in 1998. Prior to working with Element, she worked in public and corporate accounting. She did not know what she wanted to be when she grew up until she encountered a credit union.
She went to college, a few times, still trying to figure out things. She has a Bachelor of Arts in Accounting from Glenville State College and a Master of Science in Technology Management from Marshall University Graduate College.
Bodie has transformed Element from a traditional banking environment to one that is innovative, personal and interactive. She continuously uses her analytical and creative skills to build solutions that mesh with consumer needs and demands. She’s also adept at building strong relationships with community organizations to create custom solutions that just simply rock and inspire all parties to do the most good. Her most impressive accomplishment was co-developing and deploying the world’s first remote deposit capture iPhone application in July 2009.
She has been a board member with CU Answers, a CUSO and a cooperative data processor, since 2013. She has served on the Filene Research Council since 2013. She is active in her community and is involved in projects that promote human rights, equality and justice and ways to serve others in her community. She loves making a difference in the lives of others and relishes using her creativity to make things happen. And she loves making music, especially the steel pan kind.
Bodie lives in wild and wonderful West Virginia with her wife Brenda, teenage daughter, and 3 canines. She speaks whenever asked (and when available) and when the topics are relevant to her expertise and passion. And that passion is to help make the world a better place … and to just do good.
Ambassador, Global Women’s Leadership Network in Brazil
Gisele Gomes is a member of Sicredi Credit Union and an ambassador for the Global Women’s Leadership Network in Brazil. A passionate leader, she is the founder of Gisele Gomes Co., a consulting firm that seeks to advance initiatives around Diversity, Equity, Inclusion, and women’s leadership. Gomes also serves on the Steering Committee for the World Young Credit Union Professionals initiative through the World Council of Credit Unions.
Gomes holds a bachelor’s in social sciences, a master’s degree in International Business and is an M.A. student in Diversity and Inclusion. An inspiring motivator and public speaker, Gomes is a frequent presenter at industry events and conferences worldwide.
Senior Director of Growth Strategy, CU Solutions Group
Isaac Mallory is the Senior Director of Growth & Strategy at CU Solutions Group, a CUSO that provides software and solutions to over 2,000 credit unions. Isaac leads a team that helps credit unions improve their strategy execution and human capital through unique software and consulting solutions. He’s instructed thousands of individuals in the areas of compensation, strategy execution, and performance management. He loves that his work allows him to interact with so many credit union leaders & leagues.
Regional Administrator of FEMA Region 10
Michael O’Hare was appointed Regional Administrator of FEMA Region 10 in December 2017. As Regional Administrator, O’Hare is responsible for the direction and leadership of FEMA’s emergency management efforts in support of the states of Alaska, Idaho, Oregon, Washington, and the 271 Federally Recognized Tribes and Alaska Native Villages within the region. These efforts include delivering FEMA’s National Preparedness, Response, Recovery and Hazard Mitigation programs in concert with partners from all levels of government, volunteer- and faith-based groups, and the private sector. O’Hare brings to the Regional Administrator position his experience leading emergency management operations, especially working with rural communities to help address their unique challenges.
Prior to joining FEMA, O’Hare served nearly 10 years with the State of Alaska Department of Military and Veterans Affairs, most recently as the Director of the Division of Homeland Security and Emergency Management. During his tenure as Director, he determined policies and response operations with the Governor, the Adjutant General, Legislature, Congressional delegation and local jurisdictions. O’Hare also led Alaska in crisis management roles, serving as State Coordinating Officer for state and federal disasters, and multiple full-scale and functional exercises of national significance.
O’Hare also served the State of Alaska as Acting Deputy Commissioner for the Department of Military and Veterans’ Affairs. His earlier career with the State includes serving as a Legislative Aide in the Alaska State Legislature and managing Information Technology in the State of Alaska Legislative Affairs Agency.
O’Hare holds a bachelor’s degree from Southampton College, Long Island University, in Southampton, New York. He is also a 2012 graduate of the National Preparedness Leadership Initiative Executive Education Program at Harvard University’s John F. Kennedy School of Government.
Next Level Executive Coaching, Owner, Dutch Bros. Coffee, Spokane, Washington
Kevin is the owner of Dutch Bros. Coffee in Spokane region, overseeing 230 employees and ten locations. He is a former Washington State politician and a former advisor to a senior member of U.S. Congress. Parker spent his career developing expertise in servant leadership, fiscal sustainability, and building a strong company culture. He is a Fellow at the Aspen Institute and served as a facilitator at Harvard University.
Parker was named one of Spokane’s most influential business leaders multiple times and received over 30 awards for his leadership efforts in business and the community, including: Spokane Citizen of the Year, Washington State Citizen of the Year, the Community Trustee Award, Philanthropist of the Year for Mid-Size businesses at the Spokane Philanthropy Awards, and received accommodation from the United States Congress.
Concurrent with his work at Dutch Bros., Parker teaches organizational behavior, leadership, and entrepreneurship at Whitworth University and formerly at Gonzaga University. He created the Executive Leadership concentration for the Whitworth MBA program, which is credited in helping the MBA enrollment soar. He sits on the board for both Gonzaga’s School of Leadership Studies and the Regional Health Partnership between Gonzaga and the University of Washington. He is currently studying in Gonzaga’s Doctoral Program in Leadership Studies.
Founder, Grayson 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, Susan’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, Susan 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.
Susan 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.
Susan lives in NYC/Manhattan with her husband and daughter.
Senior Project Manager, CUNA Mutual Group
Jennifer Shaub is a Sr. Manager in the Project Management Office at CUNA Mutual Group. In her role, Shaub supports a group of highly talented Transformation Leads and Business Analysts. She provides oversite of high impact projects and portfolios within the company. Her team drives agile mindset, agile mechanics and agile team behaviors.
Prior to her current role, Shaub was a graduate of Edgewood College, where she earned her bachelor’s degree in education. After college Shaub held various roles in sales, training, and coaching. Her love of sales and coaching lead her to support an investment team where she earned her FINRA Series 7, 63, and 65 licenses. During her role as a Transformation Leader, Shaub earned the Values in Practice Award for Inclusion at CUNA Mutual Group.
Shaub is passionate about building communities of respect, equity, and inclusivity at work. She has developed and facilitated workshops for hundreds of participants around learning and using your strengths at home and at work in a team each day. While representing CUNA Mutual Group, Shaub also facilitates conference sessions in various cities throughout the country. Her talks focus on how to build a diverse and inclusive culture within the workplace.
At home Shaub has a husband and two wildly adorable children. She loves to run and be outside. She coaches Girls on the Run for her daughter and other elementary and middle school girls. She is currently the Secretary on the Board of Directors at the Lussier Community Education Center. She also mentors at the center and spends times developing and recruiting other mentors of color for the center.
Chief Executive, Capital Credit Union
Capital Credit Union is recognized as being one of the most successful, innovative, and visionary credit unions in the Britain today. The Credit Union is the 3rd largest in Scotland and has a membership of 23,000 with assets of £39m under management. CCU is open to anyone who lives or works in the East of Scotland.
The credit union is particularly proud of its financial inclusion agenda with over 5,000 members, who are unbanked, using the credit union as their primary financial institute.
Marlene Shiels, Chief Executive, was one of the founder members of the credit union, which was established in 1989. Shiels was on the Board of Directors for 9 years before joining the staff team in 1998 and has held the position of Chief Executive since 2001. She has seen the credit union grow through some great times but also some exceptionally challenging times.
President, Quinault Indian Reservation
Fawn Sharp, a member of the Quinault Indian Nation, received her Juris Doctorate from the University of Washington, School of Law. She also holds an advanced certificate in International Human Rights Law from Oxford University. President Sharp attended Gonzaga University in Spokane, Washington, where she received a Bachelor of Arts degree in Criminal Justice.
Fawn Sharp is serving her fifth term as President of the Quinault Indian Nation (2006-present); the President of the Affiliated Tribes of Northwest Indians (ATNI), an organization established in 1953 that represents 57 Northwest Tribal Governments (2011-2017); and the President for the National Congress of American Indians (NCAI), an organization established in 1944 representing 566 Tribal Nations (2016-2017); We are Still In Leaders Circle (WASI) member (2018-present).
President Sharp was selected by United States Secretary of the Interior Kenneth Salazar to chair the Secretarial Commission on Trust Administration and Reform (2011-2013). She is also a member of the Board of Trustees for Grays Harbor College in Aberdeen, Washington.
Washington State Governor Jay Inslee appointed President Sharp to the Carbon Emissions Reduction Taskforce (CERT) in 2014 to consider measures to offset costs to consumers and businesses, and to design strategies to help energy-intensive industries transition from carbon- based energy sources.
Prior positions include Managing Attorney/Lead Counsel for the Quinault Indian Nation, Quinault Tribal Court Associate Judge; Administrative Law Judge for the Washington State Department of Revenue Tax Appeals Division, and practiced law with the law firm of Phillips, Krause & Brown. Prior to becoming an attorney, Fawn held positions at the US Central Intelligence Agency and the Washington State Department of Corrections.
President Sharp resides on the Quinault Indian Reservation at Lake Quinault with her three sons, Daniel, Alijah, Jonas, and daughter, Chiara.
Stapp joined Unitus as President/CEO in September 2016. He is responsible for guiding strategic leadership for the Credit Union by partnering with the Board of Directors, leadership team, and staff in establishing long-range goals and strategic initiatives that provide superior member value.
Prior to joining Unitus Community Credit Union, Stapp served for eight years as the President/CEO of San Francisco Federal Credit Union, five years as Executive Vice President/Chief Financial Officer of Redwood Credit Union, and Senior Vice President/Operations of The Golden 1 Credit Union. In these positions, he was responsible for all aspects of credit union operations, including strategic planning, financial management, expansion and growth of new services and products, organizational development, brand awareness, business and consumer lending, and operations.
Stapp earned a B.S. from Sacramento State University and completed his Certified Public Accountant accreditation while employed at KPMG as a Senior Manager. He has been a regular presenter in the credit union industry on strategic planning, growth initiatives, and the impacts of accounting and regulatory changes.
Additionally, Stapp is the immediate past Board Chairman of the World Council of Credit Unions, which is the leading international credit union trade association and development arm for credit union systems in developing nations. Stapp is a Committee Member of the Credit Union National Association (CUNA) World Affairs Committee and Northwest Credit Union Association Oregon Governmental Affairs Committee. He also serves on the Board of Currencē, which provides Visa debit/credit transaction services.
Previously, Stapp served as Chairman of Financial Service Centers Cooperative (FSCC) and Vice-Chairman of the CO-OP Shared Branch network. The Shared Branch network provides services to credit unions members throughout the United States and military institutions in foreign countries.
He is active on the CU4Kids Advisory Committee, which assists in fundraising for OHSU Doernbecher Hospital in Portland, Oregon.
Community Advocate, Point West Credit Union
Mary Vasquez has been with Point West Credit Union for over 13 years and currently serves as its Community Advocate. She began as a teller, and through hard work and dedication, climbed the ranks to become a Loan Officer before taking her current position.
Vasquez graduated from Clark College in 2015 with an Associate Degree and was the sole representative of the Northwest region to participate in the credit union exchange program through WOCCU in the Dominican Republic. She has received multiple certificates of achievement from Mt. Hood Community College including Financial Management, Consumer Lending, Professional Development and Credit Union Management. Vasquez received the 2019 Young Credit Union Leader Award at MAXX through the Northwest Credit Union Association.
Vasquez serves as a board member for Bienestar, Cascadia Chapter of Credit Unions and also serves on the Program Committee for Financial Beginnings. Her mission in life is to continue helping the underserved by delivering financial stability and education.
Executive Vice-President/COO, Seattle Credit Union
As the COO of Seattle Credit Union, Tonita Webb oversees most of the day to day operations of the organization, but even beyond the mechanics of the credit union, Webb leads the organization’s corporate culture to provide a path for personal prosperity for its members, communities, and employees.
Webb, an Air Force veteran, an MBA and mother of four, leads by example and gives herself freely to her community work. She currently serves on boards for non-profits like Southeast Effective Development (SEED), 21 Progress and social enterprises like Pioneer Human Services. She is a champion of Diversity and Inclusion and is a frequent public speaker on the subject.
As important as her credentials are, the empathy and compassion Tonita learned being raised by her single mother in low-income housing projects in Virginia. Her mother’s work ethic has inspired her to lead whether serving her country, her employers, or her customers.
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 full Inform the Future: Inspiring’s Leaders Today track for full access to all six sessions in this track. 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!
Information about additional registration options can be found here, including all access passes, session bundle options, and track bundle options.
|Full Inform the Future Track|
Access all six live sessions the Inform the Future track, along with on-demand access to the post-session recordings!
|Regular Price: $1,099|
Small* Credit Union Price: $989
|Session 1: How Will You Lead Through the Next Crisis? Individual Session||Regular Price: $249||Register Now|
|Session 2: Credit Unions are Changing the World Individual Session||Regular Price: $249||Register Now|
|Session 3: The Value of Diversity in Leadership Roles Individual Session||Regular Price: $249||Register Now|
|Session 4: There Are No Leaders Now What? Individual Session||Regular Price: $249||Register Now|
|Session 5: Three Words to Describe your Leadership Individual Session||Regular Price: $249||Register Now|
|Session 6: Innovating to the Other Side of Crisis 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.