Practical Guidance & Innovative Solutions with 60+ CU Experts including…

DEI lessons learned and practical strategies to support cultural change

WARNING: If your DEI initiatives are considered an HR function, you’re setting yourself up for failure. This is just one of the many lessons learned as well-intentioned C-suite leaders and directors implement DEI programs at CUs of all sizes. Find out what role HR should play and how to avoid the mistakes others make from one CEO who discovered that the highest turnover was among its black employees despite years of DEI trainings and initiatives. Plus, find out how to handle members who don’t support DEI initiatives and how best to respond. Hint: The customer isn’t always right! Join us for this practical, no-nonsense session so you can support cultural change in your CU and in your community.

Speaker: Tonita Webb, President & CEO, Verity Credit Union

Win the battle for talent: How culture can be your most powerful weapon for good

What if your culture became your competitive advantage for retaining employees? What if potential employees considered your CU to be their preferred employer? Find out how one of the country’s oldest CUs recently overhauled its corporate culture to create the “Workers Way” – a member-centric approach to doing business that is helping employees provide for their families, build financial resilience for members and improve their community. The results are impressive. Workers CU’s staff turnover is among the lowest in the country … millennials and Gen Z’ers now account for its largest users … and its Combined Aggregate Growth Rate is well above its peers at 28%. Discover the keys to win the war for talent by doing good.

Speaker: Robert “Bob” Lockett, CSO & SVP Diversified Services, Workers CU

Preparing credit unions for the future of work

The global pandemic and talent shortage created an unprecedented need for organizations to proactively address the future of work. While many organizations consider attracting and retaining talent as one of their top enterprise risks, others struggle to design a comprehensive strategy to ensure their ability to compete for talent in the future. Employers need to build an infrastructure that supports the future of work now, identifying and developing the types of workers that will be needed in the years to come. In this session, Lynn Heckler, Chief Talent Officer at PSCU, will cover the macro trends impacting the workforce and explore strategies to prepare credit unions for the future of work.

Speaker: Lynn Heckler, Chief Talent Officer, PSCU

Workplace cohesion: The key for CU leaders to close the door on the Great Resignation

Millions have already left the workforce and nearly 63% of those who remain are actively searching for a new position. Credit unions can no longer afford to settle for mere “employee engagement” based on a hunch, happiness, or satisfaction. Dr. Troy makes the case that to have the type of commitment leaders want from their employees it takes cohesion — not engagement. Cohesion Cultures™ are safe workplaces where people feel a sense of belonging, are valued and share in mutual commitments. When cohesion is present, teams always perform. Join Dr. Troy as he brings this level of cohesive performance to life with knowledge and activities that can be implemented immediately in your CU.

Note: Be sure to join Dr. Troy at Thursday’s HR Roundtable Discussion where attendees have the opportunity to develop an action plan to help retain your top talent.

Speaker: Troy Hall, Ph.D., author and talent retention consultant, and former Chief Strategy Officer at South Carolina, FCU

Where do we go from here? Practical answers to create a commitment to change for all

Look at the boardrooms and C-suites across the country and it’s clear – a diversity challenge exists. Despite decades of incremental progress, minorities are under-represented in the C-suite. Just a fraction of the top positions at the $1 billion+ CUs are held by women. And Latinos continue to be disproportionately affected. Find out how top-performing CUs are making the commitment DEI to give their organizations a competitive advantage. Plus, discover the skills needed to create cultural competency among your leaders.

Speaker: Renee Sattiewhite, President & CEO, African-American Credit Union Coalition; owner of Sattiewhite Training Productions

7 Benefits of Attending

1. Expert speakers sharing their best advice!

2. Practical, CU-proven guidance you can use.

3. Solutions to your toughest challenges.

4. Takeaways you can begin applying immediately.

5. Tested-tactics that will work for your CU.

6. Checklists, guides, templates &
tools to take with you.

7. Plain-English answers not available
anywhere else.

Separate registration required. Limited to first 100 registrants.

Author of The Best Story Wins, Matthew gives you the same powerful techniques he has share with companies like Salesforce, Google, Udemy, Gartner, Charles Schwab, Target, Lego, Sony, Facebook, Adidas, Expedia, Hilton, LinkedIn, Microsoft and Apple.