Inspiration and practical advice to grow & better serve members during unprecedented challenges.

 

SAVE $100 with our Early-Bird Discount

Discount ends April 23rd

For 43 years, the CU Leadership Convention has been delivering a one-of-a-kind conference experience filled with inspirational keynotes speakers and practical breakout sessions packed with credit union executives and consultants ready to share their best strategies to help you grow. And this year is no exception.

All credit union C-suite executives and directors are invited to join us for this special one-day event so you get both the inspiration and guidance your team needs to better serve all your stakeholders.

You get:

  • Solutions to develop a digital-first culture to better compete in today’s market.
  • Practical strategies to get your members to do more business with you – profitably!
  • Leadership tactics to create long-lasting change.
  • The most effective methods to hire, train and retain the best and brightest.
  • Real-world discussions of how the COVID-19 pandemic will change how CUs do business for years to come.
  • Branding strategies to make your CU the go-to financial institution among your members.
  • Lessons learned from the pandemic that will forever change consumers buying behavior that every credit union leader must know!
  • Guidance CU leaders need to better manager their lending, deposits, investments, marketing, cyber-security, ROA and much more.

This summit features multiple tracks and is designed to address the critical topics facing all C-suite executives and directors.

Keynote: 7 Life Lessons to Make Your CU a Better Place: Practical Evidence-Based Principles from Psychological Science

Nationally acclaimed psychology professor and popular TEDx speaker, E. Scott Geller, Ph.D., has spent more than 50 years exploring a topic on every leader’s mind: How can you motivate others? Join this thought-provoking and entertaining keynote address, as Dr. Geller explores 7 principles any leader can use to:

  1. a) understand what makes people happy,
  2. b) bring out the best in others, and
  3. c) create a culture of people actively caring for the welfare and life satisfaction of others.

With a unique blend of humor and science, Dr. Geller gives you practical insights you will want to begin using right away, and teach others to do the same!

Speaker: E. Scott Geller, Ph.D, Alumni Distinguished Professor of Psychology at Virginia Tech; Senior Partner, Safety Performance Solutions, and author of Actively Caring for People: Cultivating a Culture of Compassion.

 


Harnessing the power of Big Data — made easy!

CUs have more data than Amazon, yet most are only mining a fraction of the information available. Find out how leverage the most critical asset in the digital age quickly and impactfully to better serve your members. Anne Legg, an award-winning, internationally-recognized credit CU strategist and author, reveals the Top 5 domains CUs must master to effectively compete for your members’ business. Anne’s fun, entertaining and enlightening presentation-style will have everyone in your CU buzzing about how they can use Big Data simply and easily to outperform the competition.

Speaker: Anne Legg, Founder, THRIVE Strategic Services, and author of Big Data/ Big Climb: A credit union playbook for leveraging data and talent

 


Fail Forward: 4 Steps to Create of Cycle of Continuous Innovation

To succeed in today’s market, CUs must move be willing to take risks, move quickly and yes, even accept failure. “Credit unions have bred a culture of safety and security. But the least safe and secure thing you can do right now is stay the same,” says one of the CU Leadership Convention’s favorite speakers, Tim Harrington. Using Tim’s 4-step approach to breed a culture of innovation, CUs are increasing YoY profitability 120%, boosting assets 20%-22% and maintaining an ROA of over 1.0%. Find out how to apply Tim’s 4 steps to create a cycle of continuous innovation in your CU.

Speaker: Tim Harrington, CPA, President, TEAM Resources 

 


Board Succession Readiness: How to Create a Governance Funnel

Enough talk about board succession planning. It’s time to get real about one of the biggest challenges facing boards today – recruiting and developing new directors who are ready when needed. Join Tom Glatt, Jr. as he reveals a practical step-by-step guide to develop a “readiness funnel” so you can confidently add well-qualified and well-prepared directors. The time is now to ensure your board is inclusive, equitable and as diverse as your FOM. The evidence is clear: More diversity and less status quo at the highest levels of an organization results in better performance.  Get real-life guidance based on other CUs that are creating adding young, dynamic, and experienced leaders who are making a difference.

Speaker: Tom Glatt, Jr., Founder, Glatt Consulting Group, Inc. 

 


The Pursuit of Turning Dreams in Actions: A Playbook for World-Class Leaders

One of the CU Leadership Convention’s highest-rated keynote speakers is back to share his BIG ideas for turning your “one day” into today so you can achieve your goals and most importantly, enrich the lives of others. Chris Gardner, author of the best-selling memoir, The Pursuit of Happyness, which became a major movie starring Will Smith, shares the same inspirational lessons he used to overcome homelessness and become a multi-millionaire. In the spirit of the The Last Lecture, The Secret, and The Alchemist, Chris reveals the secrets anyone can use to become world-class, based on his newest book, Permission to Dream. Plus, find out how he is working with credit unions and high schools across the country to give the next generation the tools they need to also become world-class.

Speaker: Chris Gardner, author of the best-seller, The Pursuit of Happyness, and Permission to Dream.

 


7 Governance Principles of Highly Effective Boards

Has your board taken the “fun” out of dysfunctional? Are the real decisions being made in the “parking lot meetings”? Do you come away from board meetings wondering if anything was really accomplished? Then you won’t want to miss Rory Rowland’s discussion on how to apply his 7 Principles of Governance – small changes that can make a huge difference in your board & CEO relations. Using the same principles he uses to turnaround other credit union boards, you can begin to build trust, clearly define roles, focus on what matters most and come away from board meetings feeling confident about the future of your CU.

Speaker: Rory Rowland, Founder, Rowland Consulting

IMPORTANT: Afterward, join Rory Rowland along with City & County CU CEO Patrick Pierce and Board Chair Lou Bruno of St Paul, MN as they share how they applied the 7 Governance Principles to create a more effective Board-CEO relationship in the “Ask Expert Roundtable.”

 


Think Bold, Act Now: How CUs Can Make a Difference in the Lives of the Underserved

The pandemic has had a devastating economic impact on African-American, Hispanic and Asian households. They are more likely to experience job loss, fall behind on their bills, have less than $1,000 savings for an emergency and are 2-3 time more likely to suffer financial hardships. Yet, this is exactly who credit unions were built to serve, says Pamela Owens of Inclusiv. Join Pamela for a discussion that will challenge you as she shows how CUs are serving low- and moderate-income communities – 75% of whom you can mostly likely find in your current FOM – and grow profitably while also making a difference. If not now, when?

Speaker: Pamela Owens, Senior VP Organizational Development & Capacity Building, Inclusiv

IMPORTANT: Afterward, join Pamela Owens along with several CU Leaders as they share how they are making a profit while making a difference serving underserved communities in the “Ask Expert Roundtable.”

 


L6 Leadership Strategies in a Forward-Thinking Era

Many CUs didn’t just survive the pandemic, they thrived! The difference can be found in what Partick Adams describes as “L to the Power of 6 — a formula for future success:

  1. LEVERAGE corporate assets to move the missing pieces into place
  2. focus on LOCAL presence, talent, and engagement
  3. build LIFESTYLE convenience
  4. make sure members’ LIFESTAGE needs are met
  5. demonstrate LOYALTY to members so they keep coming back to you
  6. create LIFETIME member value

CUs nationwide know how to fight through some of the most challenging times we have seen in a century. Now it’s time to prepare for moving forward. Find out how in this thought-provoking and inspiring session!

Speaker: Patrick Adams, Strategic Advisor, St. Louis Community CU, St. Louis, MO

 


Day 1
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Agenda

Day 1 - Friday 6th

Noon – 6:00 pm ET
12:00 - 12:05

Opening Remarks

Speaker: Dennis Sullivan, Chairman, CU Leadership Convention

12:05 - 12:35

Keynote: 7 Life Lessons to Make Your CU a Better Place: Practical Evidence-Based Principles from Psychological Science

E. Scott Geller, Ph.D

Nationally acclaimed psychology professor and popular TEDx speaker, E. Scott Geller, Ph.D., has spent more than 50 years exploring a topic on every leader’s mind: How can you motivate others? Join this thought-provoking and entertaining keynote address, as Dr. Geller explores 7 principles any leader can use to:

  1. a) understand what makes people happy,
  2. b) bring out the best in others, and
  3. c) create a culture of people actively caring for the welfare and life satisfaction of others.

With a unique blend of humor and science, Dr. Geller gives you practical insights you will want to begin using right away, and teach others to do the same!

A speaker photo for E. Scott Geller, Ph.D

E. Scott Geller, Ph.D

Alumni Distinguished Professor of Psychology at Virginia Tech; Senior Partner, Safety Performance Solutions, and author of Actively Caring for People: Cultivating a Culture of Compassion

Read bio
12:40 - 13:10

Breakout Sessions (Choose 1 of 3 sessions)

12:40 - 13:10

Harnessing the Power of Big Data — Made Easy!

Anne Legg

CUs have more data than Amazon, yet most are only mining a fraction of the information available. Find out how leverage the most critical asset in the digital age quickly and impactfully to better serve your members. Anne Legg, an award-winning, internationally-recognized credit CU strategist and author, reveals the Top 5 domains CUs must master to effectively compete for your members’ business. Anne’s fun, entertaining and enlightening presentation-style will have everyone in your CU buzzing about how they can use Big Data simply and easily to outperform the competition.

A speaker photo for Anne  Legg

Anne Legg

Read bio
12:40 - 13:10

Fail Forward: 4 Steps to Create of Cycle of Continuous Innovation

Tim Harrington

To succeed in today’s market, CUs must move be willing to take risks, move quickly and yes, even accept failure. “Credit unions have bred a culture of safety and security. But the least safe and secure thing you can do right now is stay the same,” says one of the CU Leadership Convention’s favorite speakers, Tim Harrington. Using Tim’s 4-step approach to breed a culture of innovation, CUs are increasing YoY profitability 120%, boosting assets 20%-22% and maintaining an ROA of over 1.0%. Find out how to apply Tim’s 4 steps to create a cycle of continuous innovation in your CU.

A speaker photo for Tim Harrington

Tim Harrington

CPA, President, TEAM Resources

Read bio
12:40 - 13:10

Board Succession Readiness: How to Create a Governance Funnel

Tom Glatt, Jr.

Enough talk about board succession planning. It’s time to get real about one of the biggest challenges facing boards today – recruiting and developing new directors who are ready when needed. Join Tom Glatt, Jr. as he reveals a practical step-by-step guide to develop a “readiness funnel” so you can confidently add well-qualified and well-prepared directors. The time is now to ensure your board is inclusive, equitable and as diverse as your FOM. The evidence is clear: More diversity and less status quo at the highest levels of an organization results in better performance.  Get real-life guidance based on other CUs that are creating adding young, dynamic, and experienced leaders who are making a difference.

A speaker photo for Tom Glatt, Jr.

Tom Glatt, Jr.

Founder, Glatt Consulting Group, Inc.

Read bio
13:15 - 13:40

Ask the Expert Roundtable: Big Ideas for 2021 & Beyond

Anne Legg, Tim Harrington, Tom Glatt, Jr.

Join the speakers in the previous Breakout Sessions to hear their innovative ideas for growth-minded CU leaders in this powerful, high-energy and engaging session.

Moderated & Sponsored by PSCU

A speaker photo for Anne  Legg

Anne Legg

Read bio
A speaker photo for Tim Harrington

Tim Harrington

CPA, President, TEAM Resources

Read bio
A speaker photo for Tom Glatt, Jr.

Tom Glatt, Jr.

Founder, Glatt Consulting Group, Inc.

Read bio
13:45 - 14:30

General Session: TBA

14:30 - 15:00

The Pursuit of Turning Dreams in Actions: A Playbook for World-Class Leaders

Chris Gardner

One of the CU Leadership Convention’s highest-rated keynote speakers is back to share his BIG ideas for turning your “one day” into today so you can achieve your goals and most importantly, enrich the lives of others. Chris Gardner, author of the best-selling memoir, The Pursuit of Happyness, which became a major movie starring Will Smith, shares the same inspirational lessons he used to overcome homelessness and become a multi-millionaire. In the spirit of the The Last Lecture, The Secret, and The Alchemist, Chris reveals the secrets anyone can use to become world-class, based on his newest book, Permission to Dream. Plus, find out how he is working with credit unions and high schools across the country to give the next generation the tools they need to also become world-class.

A speaker photo for Chris  Gardner

Chris Gardner

Author of the best-seller, The Pursuit of Happyness, and Permission to Dream.

Read bio
15:00 - 15:40

Breakout Sessions (Choose 1 of 2 sessions)

15:00 - 15:40

7 Governance Principles of Highly Effective Boards

Rory Rowland

Has your board taken the “fun” out of dysfunctional? Are the real decisions being made in the “parking lot meetings”? Do you come away from board meetings wondering if anything was really accomplished? Then you won’t want to miss Rory Rowland’s discussion on how to apply his 7 Principles of Governance – small changes that can make a huge difference in your board & CEO relations. Using the same principles he uses to turnaround other credit union boards, you can begin to build trust, clearly define roles, focus on what matters most and come away from board meetings feeling confident about the future of your CU.

IMPORTANT: Afterward, join Rory Rowland along with City & County CU CEO Patrick Pierce and Board Chair Lou Bruno of St Paul, MN as they share how they applied the 7 Governance Principles to create a more effective Board-CEO relationship in the “Ask Expert Roundtable.”

A speaker photo for Rory Rowland

Rory Rowland

Founder, Rowland Consulting

Read bio
15:00 - 15:40

Think Bold, Act Now: How CUs Can Make a Difference in the Lives of the Underserved

Pamela Owens

The pandemic has had a devastating economic impact on African-American, Hispanic and Asian households. They are more likely to experience job loss, fall behind on their bills, have less than $1,000 savings for an emergency and are 2-3 time more likely to suffer financial hardships. Yet, this is exactly who credit unions were built to serve, says Pamela Owens of Inclusiv. Join Pamela for a discussion that will challenge you as she shows how CUs are serving low- and moderate-income communities – 75% of whom you can mostly likely find in your current FOM – and grow profitably while also making a difference. If not now, when?

IMPORTANT: Afterward, join Pamela Owens along with several CU Leaders as they share how they are making a profit while making a difference serving underserved communities in the “Ask Expert Roundtable.”

A speaker photo for Pamela  Owens

Pamela Owens

Senior VP Organizational Development & Capacity Building, Inclusiv

Read bio
15:50 - 16:30

“Ask the Expert Roundtable” Discussions (Choose 1 of 2 sessions)

15:50 - 16:30

7 Governance Principles & How to Apply Them for a More Effective Board-CEO Relationship

Rory Rowland

Join Speaker Rory Rowland as he takes your questions and facilitates a deep-dive, Q&A with City & County CU CEO Patrick Pierce and Board Chair Lou Bruno of St Paul, MN. Find out how how they applied the 7 Governance Principles to create a more effective Board-CEO relationship in the “Ask the Expert Roundtable.”

A speaker photo for Rory Rowland

Rory Rowland

Founder, Rowland Consulting

Read bio
15:50 - 16:30

Making a Difference in the Lives of the Underserved – A Deep-Dive Discussion

Pamela Owens

Join Speaker Pamela Owens along with several innovative CU Leaders as they address one of the biggest challenges facing CUs – how to serve more people in areas hit hardest by the pandemic in a safe & sound manner.

A speaker photo for Pamela  Owens

Pamela Owens

Senior VP Organizational Development & Capacity Building, Inclusiv

Read bio
16:30 - 17:15

Lessons Learned from the Pandemic

Tune in for a special discussion with some of the country’s leading credit union journalists as they share the lessons learned from the recession, the pandemic and social unrest from the last 12 months.

Speakers: TBA

17:15 - 18:00

L6 Leadership Strategies in a Forward-Thinking Era

Patrick Adams

Many CUs didn’t just survive the pandemic, they thrived! The difference can be found in what Partick Adams describes as “L to the Power of 6 — a formula for future success:

  1. LEVERAGE corporate assets to move the missing pieces into place
  2. focus on LOCALpresence, talent, and engagement
  3. build LIFESTYLEconvenience
  4. make sure members’ LIFESTAGEneeds are met
  5. demonstrate LOYALTY to members so theykeep coming back to you
  6. create LIFETIMEmember value

CUs nationwide know how to fight through some of the most challenging times we have seen in a century. Now it’s time to prepare for moving forward. Find out how in this thought-provoking and inspiring session!

A speaker photo for Patrick   Adams

Patrick Adams

St. Louis Community CU

Read bio

E. Scott Geller, Ph.D

Alumni Distinguished Professor of Psychology at Virginia Tech; Senior Partner, Safety Performance Solutions, and author of Actively Caring for People: Cultivating a Culture of Compassion

He has authored, coauthored, or edited 51 books, 88 book chapters, 39 training manuals, 272 magazine articles, and over 300 research articles addressing the development and evaluation of behavior-focused interventions to improve human welfare and lif… Read full bio

Tim Harrington

CPA, President, TEAM Resources

Tim Harrington started working with banks and credit unions in 1988. Tim and TEAM Resources have a long history of helping financial institutions move forward with greater confidence, profitability and integrity, to serve their market or field of mem… Read full bio

Patrick Adams

St. Louis Community CU

Patrick is beginning his 43nd year with the credit union movement and has worked for St. Louis Community Credit Union for the past 32 years. Patrick was appointed CEO/President of St. Louis Community Credit Union in January, 2008. The credit union ha… Read full bio

Pamela Owens

Senior VP Organizational Development & Capacity Building, Inclusiv

Pamela Owens has over 20 years of experience supporting community development credit unions' delivery of products and services to underserved communities. Ms. Owens has accomplished this with special attention to innovative product development, train… Read full bio

Rory Rowland

Founder, Rowland Consulting

Rory Rowland is the president and founder of Rowland Consulting in Independence, MO dedicated primarily to helping organizations and leaders to reach their full potential. As a trend watcher he can help organizations analyze industry trends and use t… Read full bio

Chris Gardner

Author of the best-seller, The Pursuit of Happyness, and Permission to Dream.

I’ve recently taken my newest position and the last job I will ever have in my LIFE! I am the CEO of Happyness and I LOVE my job…My first book, ‘The Pursuit of Happyness’ became a New York Times and Washington Post #1 Bestseller that has been transla… Read full bio

Anne Legg

Anne Legg is the founder of THRIVE Strategic Services. She is an award-winning, internationally recognized credit union industry leader who is leading change via the development of data transformation strategies for Credit Unions. She is an author, e… Read full bio

Tom Glatt, Jr.

Founder, Glatt Consulting Group, Inc.

Tom Glatt serves as a consulting partner with particular focus on projects involving organizational strategy or governance. Tom is the founder of Glatt Consulting Group, Inc., a credit union consulting firm specializing in distinctive strategy consul… Read full bio
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