Virtual Starts at 1:00 PM EDT
SUMMER EVENT
Wed. May 15, 2024
Keynote Session
The Management Paradox: A Guide To Leading Tomorrow's Workplace
Hamza Khan
Future of Work and People-First Leadership Expert | Bestselling Author
Every credit union and organization must be managed. However, tomorrow's employees are increasingly incompatible with traditional management practices. This session explores new ways of "managing" uniquely diverse employees and methods to help them thrive.
This session will make it clear that the workplace of tomorrow requires leadership, not management. And that leaders must co-create a new playbook with tomorrow's employees—one which helps them to align personal values with organizational values to drive the business forward.
Attendees of this session will:
- Learn about new attitudes, practices, and strengths that increasingly diverse workers bring to the workplace
- Leverage the power of mentorship to foster collaboration within a diverse workplace
- Unlearn counterproductive stereotypes and replace them with leadership-first mentalities
Credit Union CEO Panel Discussion
The New Playbook: Leadership in the Evolving Credit Union Landscape
Following the keynote presentation, special guest moderator Ronaldo Hardy will host a panel of credit union CEOs to discuss topics and issues relevant to the industry. CEO panelists will be announced soon!
- Ronaldo Hardy, President & CEO at NACUSO (Special Guest Moderator)
- Sati Smith, President & CEO at Diversified Members Credit Union
- David Tuyo, President & CEO at University Credit Union
- Maria Martinez, President & CEO at Border Federal Credit Union
Breakout Session A Sponsored by Velocity Solutions
Acquisition, Onboarding, Retention, & More: Optimizing Your Credit Union’s Retail Ecosystem
Steve Swanston
Executive Vice President, Velocity Solutions
- How to become the financial institution of choice for our members
- One major flaw with checking account onboarding programs
- Actionable ways to acquire higher quality members
- And more!
Breakout Session B Sponsored by Lodestar
Building Member Trust Through Personalized Service: A Data-Driven Approach
Colin Phillips
Chief Technology Officer, Lodestar
- The link between personalized service and member trust
- How organized data provides insight to members’ financial journeys
- Key best practices for credit union data
Fri. May 17, 2024 1:00 pm EDT
Tactical Takeaway
Follow-Up Workshop
Registrants will receive their invitation to this session after attending the live CUInsight Mini-Con event.
CUInsight Mini-Con Series