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!

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!

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.

Register Now On-Demand Recording Available Now**

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.

Register Now On-Demand Recording Available Now**

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.

Register Now ***We are offering one CPE Credit for this session.

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.

Register Now

Information about the remaining sessions in this track will be made available in the coming weeks.

** 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.

Upcoming Session Dates and Times

Mark your calendar – dates, times, and information is now available for all sessions in the Inform the Future Track! If you would like to add a session or sessions to your personal calendar, click here.

CU Learning TRAXX — Wednesday, October 7
9:30 - 11:00 a.m. PDTInform the Future Session 3: The Value of Diversity in Leadership Roles
CU Learning TRAXX — Tuesday, October 13
1:00 - 2:00 p.m. PDTInform the Future Session 4: There Are No Leaders Now What?
CU Learning TRAXX — Tuesday, November 17
1:00 - 2:30 p.m. PSTInform the Future Session 5: Three Words to Describe your Leadership

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

Did You Miss A Session? 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 WorldIn this inspiring session, explore how credit unions are catalysts for change. 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.

Speakers

Linda Bodie
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. 

Gisele Gomes
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. 

Kevin Parker
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. 

Jennifer Shaub
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.

Marlene Shiels 
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.

Fawn Sharp
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. 

Steven Stapp
President, Unitus Community Credit Union 

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. 

Mary Vasquez
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. 

Tonita Webb
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.

CPE Credit Offering

NASBA CPERegistry logoNorthwest Credit Union Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. 

For more information regarding our administrative  policies such  as a complaint and refund please contact our offices at 800.995.9064 x 220  

As our programming develops, and is approved by the National Registry, we will add sessions that qualify for CPE Credits.  

Currently we are offering CPE Credits for the following: 
  • The Value of Diversity in Leadership Roles
    October 7, 2020
     
    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.  

After this session Participants will:     

    • Learn to the value of a diverse staff 
    • Learn the value of a staff that is reflective of your membership 
    • Have a better understanding of who we are collectively and as a movement 

CPE Credit Offered: One
Field of Study – Personnel – Human Resources – Non-Technical
Delivery Method – Group Live – Online Delivery Due to COVID-19
Previous work experience and background knowledge is recommended. 

Participants must attend the event on the session day, stay for the duration of the session, and engage in event surveys and event polls to qualify. 

  • There Are No Leaders. Now What?
    October 13, 2020
    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. 

After this session Participants will:    

    • Be empowered to evaluate their position to identify ways to lead from where they are currently
    • Be equipped with simple steps they can take to lead well in any context
    • Reimagine their approach to leading, and encourage those around them to lean in to situational leadership

CPE Credit Offered: One
Field of Study – Personnel Development – Non-Technical  
Delivery Method – Group Live – Online Delivery Due to COVID-19
Previous work experience and background knowledge is recommended. 

Participants must attend the event on the session day, stay for the duration of the session, and engage in event surveys and event polls to qualify. 

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 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 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
Register Now
Session 1: How Will You Lead Through the Next Crisis? Individual SessionRegular Price: $249Register Now
Session 2: Credit Unions are Changing the World Individual SessionRegular Price: $249Register Now
Session 3: The Value of Diversity in Leadership Roles Individual SessionRegular Price: $249Register Now
Session 4: There Are No Leaders Now What? 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 is providing professional development scholarships for credit union professionals interested in attending CU Learning TRAXX sessions. If credit unions need financial support to purchase an All Access Pass or Session Bundles, CEOs can apply for their entire 2020 scholarship award to go toward CU Learning TRAXX. Please reach out to Maija Noll for any questions on scholarship eligibility.

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?

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 Inform the Future track, please contact Samantha Beeler, VP, Advocacy.