Expert insights and guidance for women & men to create diverse & high-performing CUs.

 

More women than ever are taking leadership roles in credit unions across America. Yet, much more progress is needed on the front lines, in the C-suite and in boardroom.

Find out what some of the country’s leading credit unions are doing to solve one of the country’s top challenges while also generating historic levels of performance. This summit is geared towards men and women who are truly interested in ensuring diversity, inclusion and equity in the workplace.

You get:

  • Steps you can take to overhaul the corporate culture and recruitment process to keep ALL employees engaged.
  • Solutions to implement an inclusive workplace model that is proven to yield results.
  • Practical strategies to overcome implicit bias and discrimination.
  • Peer-to-peer guidance to solve some of the most pressing challenges including negotiating pay raises, overcoming stereotypes, and balancing work with family.
  • Methods to plant the seeds for women to succeed in landing jobs at all levels of the organization.
  • Real-world tactics to ensure your managers and staff are encouraging diversity and treating everyone fairly.

The research is clear: Organizations that are creating cultures of diversity, inclusion and equity draw the top talent, enjoy high morale and better engage employees – all of which deliver a better return than their competitors. Discover how you and your team can encourage more women to take leadership roles and give your CU a competitive edge.


Keynote: Learn, Love & Kick Ass!

Join Dr. B for an authentic discussion about the real-world issues facing women leaders right now and the practical strategies you can use to not just overcome them, but crush them! The credit union industry is driven by the influence from the tenured, the emerging and the hungry. Every leader is telling a story. You have an opportunity right now to create a measurable difference. Girl we don’t play, we slay. It’s time to kick some ass!

Speaker: Brandi Stankovic, Ed.D., COO/Chief Strategy Officer, CU Solutions Group & Host of the podcast, The Strategic Hotbox

“I’m sorry, but I have a question…”

How many times have you found yourself beginning a sentence with an apology? Find out how to quit downplaying your ideas and no longer be afraid for expressing an unpopular idea or even be seen in a negative way. Join Amanda Thomas, Founder & President of TwoScore and host of the popular podcast, Adventures in Heels, as she discusses how more women can empower themselves to voice their ideas and achieve their goals whether they are on the front-lines, the C-suite or in the boardroom.

Speaker: Amanda Thomas, Founder & President, TwoScore & Host of the podcast, Adventures in Heels

 


Stand Up for the Most Important Woman of All – YOU!

Credit union women leaders’ evangelist, Susan Mitchell, shares her top tactics for achieving your goals, shattering the glass ceiling, and standing up for what is right. This powerful talk comes at a time when it’s needed most. Pay inequity continues to widen. Women in the labor force has hit a 33-year low. And more women than ever are struggling to balance family and work during the greatest pandemic in a century. Find out how you can stand up against these and other challenges using the same tactics thousands of other women use across the globe.

Note: Join Dr. Brandi Stankovic and Susan Mitchell for a deep-dive, “Ask the Expert Roundtable Discussion” for more practical insights!

Speaker: Susan Mitchell, CEO, Mitchell, Stankovic & Associates, founding Chair of the Global Women’s Leadership Network, & National CU Foundation’s Herb Wegner Outstanding Individual Lifetime Achievement Award winner.

 


Solving the Diversity Problem: Practical Answers for CU Leaders

Look at the boardrooms and C-suites at CUs across the country and it’s clear – a diversity problem exists. Despite decades of incremental progress, women of color continue to be disproportionately affected. Real change must involve more than a change in mindset. Find out how top-performing CUs are making the commitment to diversity, equity and inclusion to give their organizations a competitive advantage. Plus, discover the skills needed to foster diversity and create cultural competency among your leaders.

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

 


The Time is Now: How to Turn a Crisis into an Opportunity

If there was ever a time that CUs needed leaders with Emotional Intelligence skills, it is now. And in the areas of empathy, interpersonal relationships, and social responsibility – the most critical areas facing our workforce and society today – women outperform men in recent research studies. Val Mindak, CEO of Park City CU, recipient of the CU Leadership Convention’s Leader of the Award Winner and a finalist for CUNA’s Hero of the Year, blends cold-hard truths with inspiring insights. Find out how to leverage the skills that come naturally to so many women leaders and turn the current crisis into an opportunity.

Speaker: Val Mindak, President/CEO, Park City CU and member of the Federal Reserve Bank of Minneapolis Advisory Council

 


Can We Talk and Laugh? Finding Your Voice & Developing Your Influence in a Time of Change

Stacie VanDenBerghe takes you on a fun, entertaining, provocative and highly informative discussion about the challenges facing women leaders like no one else can! With her unique blend of comedy and tell-like-it is business acumen, Stacie addresses tough topics such as work-life balance … the challenges of trying to be everything to everybody … workplace bias … and more. Plus, she delivers actionable insights so you can be the victor – not the victim.

Speaker: Stacie VanDenBerghe, Consultant, CU Innovate

 


Resilient Leadership: A Practical Guide Forward

Resilience is the ability to not just cope with adversity, but to adapt, recover and live fully. Resilient leaders bounce back from setbacks. They overcome major disruptions and make themselves and others better in the process. Nicole Brusewitz shares how the top performing credit union leaders are applying resilient leadership skills to create a new way of living … recalibrate their roles …apply an innovative mindset … build an executive presence … conquer burnout … and transform themselves and those around them. Find out how you can apply these same leadership tactics in your credit union!

Speaker: Nicole Brusewitz, Vice President Education & Events, Mountain West Credit Union Association

 


How DEI Can Transform Corporate Culture

Resilience is the ability to not just cope with adversity, but to adapt, recover and live fully. Resilient leaders bounce back from setbacks. They overcome major disruptions and make themselves and others better in the process. Nicole Brusewitz shares how the top performing credit union leaders are applying resilient leadership skills to create a new way of living … recalibrate their roles …apply an innovative mindset … build an executive presence … conquer burnout … and transform themselves and those around them. Find out how you can apply these same leadership tactics in your credit union!

Lynn Heckler, EVP of Talent, and panel moderator

Sponsored by:
 


Making a Difference: CU Leaders Share What’s Working for Women in Leadership

Join other CU Leaders in this unique panel discussion as some of the country’s most innovative thought leaders discuss what’s working to help recruit, train and develop more women leaders from ALL backgrounds – and at ALL levels of organizations. See for yourself how to apply proven practices to help solve one of the biggest challenges facing the credit union movement and society today.

Speakers: Stefanie Rupert, CEO, Collins Community CU

Lynn Heckler, EVP of Talent, and panel moderator

Linda White, CEO, Upward CU

Sponsored by:

Val Mindak

President/CEO, Park City CU, CULC Leader of the Year Award Winner, Federal Reserve Bank of Minneapolis Advisory Council Member

Renee Sattiewhite

President & CEO, African-American Credit Union Coalition, and owner of Sattiewhite Training Productions

Amanda Thomas

Founder & President, TwoScore & Host of the podcast, Adventures in Heels

Share best practices and learn from the country’s top CU Presidents & CEOs in this roundtable format.

 

No one understands the challenges credit union CEOs face than other CEOs. That is why we created a unique, on-line, collaborative, idea-exchange summit designed just for CEOs.

Learn from the country’s most thought-provoking speakers and innovative credit union executives about how they are solving complex issues such as recruitment, leadership training, membership growth, board-CEO relations, regulatory challenges, financial growth and much more.

You get:

  • Practical solutions from other CEOs wrestling with the most pressing challenges facing CUs today.
  • Guidance to build an effective management team so you can focus on what matters most in your organization.
  • Tactics to build a culture that fosters creative problem-solving at all levels of your organization.
  • Effective strategies to recruit high-performing employees and keep them engaged.
  • No-holds barred discussions on some of the hottest topics right now including M&A, new regulatory priorities, board relations, executive compensation and more.
  • Proven tools you can use to give your CU a competitive edge in the market.

Please note: This summit is for CEOs only to encourage open discussion and a focus on what matters most to today’s credit union leaders.

Agenda: (Noon – 6:00 pm ET)

12:00 – 12:05 pm
Opening Remarks

12:05 – 12:55 pm
Keynote General Session

1:00 – 1:35 pm
Breakout Sessions

1:35 – 2:30 pm
“CEO Roundtable” – Join the previous speaker(s) and a small group of CEOs for an in-depth discussion about the topic and get answers to your toughest challenges.

1:45 – 2:30 pm
General Session

2:30 – 3:00 pm
Break

3:00 – 3:35 pm
Breakout Sessions

3:35 – 4:30 pm
“CEO Roundtable” – Join the previous speaker(s) and a small group of CEOs for an in-depth discussion about the topic and get answers to your toughest challenges.

4:30 – 5:15 pm
General Session

5:15 – 6:00 pm
Happy Hour & Networking

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

 

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.

Agenda: (Noon – 6:00 pm ET)

12:00 – 12:05 pm
Opening Remarks

12:05 – 12:55 pm
Keynote General Session

1:00 – 1:35 pm
Concurrent Breakout Sessions

1:35 – 2:30 pm
“Speaker Roundtable” – Join the previous speaker(s) and your colleagues for an in-depth discussion about the topic and get answers to your toughest challenges.

1:45 – 2:30 pm
General Session

2:30 – 3:00 pm
Break

3:00 – 3:35 pm
Concurrent Breakout Sessions

3:35 – 4:30 pm
“Speaker Roundtable” – Join the previous speaker(s) and your colleagues for an in-depth discussion about the topic and get answers to your toughest challenges.

4:30 – 5:15 pm
General Session

5:15 – 6:00 pm
Happy Hour & Networking

Discover real-world marketing & branding solutions to engage more members & deliver effective returns.

 

The best performing credit unions are also the best at branding and marketing. Get the proven strategies you can use to build a marketing strategy that delivers amazing results and fuels your organization’s growth for years into the future.

This is a must-attend event for anyone in the CU organization who wants to grow the business. Learn from other brand strategists, marketers, and innovative executives who are creating high-performing brands and generating impressive returns.

You get:

  • Must-have solutions to convert relationships into double-digit revenue growth.
  • Practical strategies to leverage social media, video, and online ads that grab the attention of prospects in a digital-first market.
  • Tactics to leverage your most powerful brand ambassadors – your front-line employees!
  • Innovative techniques to build relationships with members even in a pandemic!
  • Powerful analytical methods every CU marketer must be using to deliver effective campaigns.
  • New and imaginative forms of storytelling some of the country’s leading marketers are using to give their CU a competitive advantage.
  • Strategies to get everyone in your CU to deliver solutions to members without ever selling.
  • Guerilla marketing tactics that deliver high-impact results at very little cost!

This is a terrific opportunity for marketers to come together to share what’s working and adjust to the dramatic changes affecting members and how they do business with your CU.

Agenda: (Noon – 6:00 pm ET)

12:00 – 12:05 pm
Opening Remarks

12:05 – 12:55 pm
Keynote General Session

1:00 – 1:35 pm
Concurrent Breakout Sessions

1:35 – 2:30 pm
“Marketing Roundtable” – Join the previous speaker(s) and your colleagues for an in-depth discussion about the topic and get answers to your toughest challenges.

1:45 – 2:30 pm
General Session

2:30 – 3:00 pm
Break

3:00 – 3:35 pm
Concurrent Breakout Sessions

3:35 – 4:30 pm
“Marketing Roundtable” – Join the previous speaker(s) and your colleagues for an in-depth discussion about the topic and get answers to your toughest challenges.

4:30 – 5:15 pm
General Session

5:15 – 6:00 pm
Happy Hour & Networking

Day 1
View agenda page

Agenda

CU Women in Leadership Agenda - Monday 17th

General Sessions
12:00 - 12:35

Keynote: Learn, Love & Kick Ass!

Brandi Stankovic, Ed.D.

Join Dr. B for an authentic discussion about the real-world issues facing women leaders right now and the practical strategies you can use to not just overcome them, but crush them! The credit union industry is driven by the influence from the tenured, the emerging and the hungry. Every leader is telling a story. You have an opportunity right now to create a measurable difference. Girl we don’t play, we slay. It’s time to kick some ass!

A speaker photo for Brandi Stankovic, Ed.D.

Brandi Stankovic, Ed.D.

COO/Chief Strategy Officer, CU Solutions Group & Host of the Podcast, The Strategic Hotbox

Read bio
12:40 - 13:10

General Session: Stand Up for the Most Important Woman of All – YOU!

Susan Mitchell

Credit union women leaders’ evangelist, Susan Mitchell, shares her top tactics for achieving your goals, shattering the glass ceiling, and standing up for what is right. This powerful talk comes at a time when it’s needed most. Pay inequity continues to widen. Women in the labor force has hit a 33-year low. And more women than ever are struggling to balance family and work during the greatest pandemic in a century. Find out how you can stand up against these and other challenges using the same tactics thousands of other women use across the globe.

A speaker photo for Susan Mitchell

Susan Mitchell

CEO, Mitchell, Stankovic & Associates, Founding Chair of the Global Women’s Leadership Network, & National CU Foundation’s Herb Wegner Outstanding Individual Lifetime Achievement Award Winner

Read bio
13:15 - 13:40

Ask the Expert Roundtable

Susan Mitchell, Brandi Stankovic, Ed.D.

Where do we go from here? A conversation with Brandi & Susan

A speaker photo for Susan Mitchell

Susan Mitchell

CEO, Mitchell, Stankovic & Associates, Founding Chair of the Global Women’s Leadership Network, & National CU Foundation’s Herb Wegner Outstanding Individual Lifetime Achievement Award Winner

Read bio
A speaker photo for Brandi Stankovic, Ed.D.

Brandi Stankovic, Ed.D.

COO/Chief Strategy Officer, CU Solutions Group & Host of the Podcast, The Strategic Hotbox

Read bio
13:45 - 14:30

Solving the Diversity Problem - Practical Answers for CU Leaders

Renee Sattiewhite

Look at the boardrooms and C-suites at CUs across the country and it’s clear – a diversity problem exists. Despite decades of incremental progress, women of color continue to be disproportionately affected. Real change must involve more than a change in mindset. Find out how top-performing CUs are making the commitment to diversity, equity and inclusion to give their organizations a competitive advantage. Plus, discover the skills needed to foster diversity and create cultural competency among your leaders.

A speaker photo for Renee Sattiewhite

Renee Sattiewhite

CEO & Founder, Sattiewhite Training Productions, Inc.

Read bio
14:30 - 15:00

Break

Breakout Sessions (Choose 1 of 2 sessions)
15:00 - 15:40

The Time is Now: How to Turn a Crisis into an Opportunity

Val Mindak

If there was ever a time that CUs needed leaders with Emotional Intelligence skills, it is now. And in the areas of empathy, interpersonal relationships, and social responsibility – the most critical areas facing our workforce and society today – women outperform men in recent research studies. Val Mindak, CEO of Park City CU, recipient of the CU Leadership Convention’s Leader of the Award Winner and a finalist for CUNA’s Hero of the Year, blends cold-hard truths with inspiring insights. Find out how to leverage the skills that come naturally to so many women leaders and turn the current crisis into an opportunity.

A speaker photo for Val Mindak

Val Mindak

CEO, Park City CU & 2019 CU Leadership Convention’s Award Winner

Read bio
15:00 - 15:40

“I’m sorry, but I have a question…”

Amanda Thomas

How many times have you found yourself beginning a sentence with an apology? Find out how to quit downplaying your ideas and no longer be afraid for expressing an unpopular idea or even be seen in a negative way. Join Amanda Thomas, Founder & President of TwoScore and host of the popular podcast, Adventures in Heels, as she discusses how more women can empower themselves to voice their ideas and achieve their goals whether they are on the front-lines, the C-suite or in the boardroom.

A speaker photo for Amanda  Thomas

Amanda Thomas

Founder & President, Two Score

Read bio
15:40 - 15:50

Break

Breakout Sessions (Choose 1 of 2 sessions)
15:50 - 16:30

Making a Difference: CU Leaders Share What's Working for Women in Leadership

Stefanie Rupert, Lynn Heckler, Linda White

Join other CU Leaders in this unique panel discussion as some of the country’s most innovative thought leaders discuss what’s working to help recruit, train and develop more women leaders from ALL backgrounds – and at ALL levels of organizations. See for yourself how to apply proven practices to help solve one of the biggest challenges facing the credit union movement and society today.

Sponsored by:

A speaker photo for Stefanie Rupert

Stefanie Rupert

CEO, Collins Community CU

Read bio
A speaker photo for Lynn Heckler

Lynn Heckler

Chief Talent Officer, PSCU

Read bio
A speaker photo for Linda White

Linda White

CEO, Upward Credit Union

Read bio
15:50 - 16:30

Resilient Leadership: A Practical Guide Forward

Nicole Brusewitz

Resilience is the ability to not just cope with adversity, but to adapt, recover and live fully. Resilient leaders bounce back from setbacks. They overcome major disruptions and make themselves and others better in the process. Nicole Brusewitz shares how the top performing credit union leaders are applying resilient leadership skills to create a new way of living … recalibrate their roles …apply an innovative mindset … build an executive presence … conquer burnout … and transform themselves and those around them. Find out how you can apply these same leadership tactics in your credit union!

A speaker photo for Nicole Brusewitz

Nicole Brusewitz

Vice President Education & Events, Mountain West Credit Union Association

Read bio
General Session
16:35 - 17:15

How DEI Can Transform Corporate Culture 

Lynn Heckler

Lynn Hecker, PSCU’s Chief Talent Officer, and one of the CU Leadership Convention’s top-rated speakers returns for an engaging session with practical solutions for building an inclusive culture that can become part of your brand. Lynn goes beyond discussion about the gender gap and explores how to take real action that helps accelerate women and other underrepresented groups into leadership roles. Learn how intentionally leveraging DEI can positively transform your corporate culture and drive employee productivity, engagement and business results.

Sponsored by:

A speaker photo for Lynn Heckler

Lynn Heckler

Chief Talent Officer, PSCU

Read bio
17:20 - 18:00

Can We Talk and Laugh? Finding Your Voice & Developing Your Influence in a Time of Change

Stacie VanDenBerghe

Stacie VanDenBerghe takes you on a fun, entertaining, provocative and highly informative discussion about the challenges facing women leaders like no one else can! With her unique blend of comedy and tell-like-it is business acumen, Stacie addresses tough topics such as work-life balance … the challenges of trying to be everything to everybody … workplace bias … and more. Plus, she delivers actionable insights so you can be the victor – not the victim.

A speaker photo for Stacie VanDenBerghe

Stacie VanDenBerghe

Consultant, CEO of CU Innovate Corp.

Read bio

Brandi Stankovic, Ed.D.

COO/Chief Strategy Officer, CU Solutions Group & Host of the Podcast, The Strategic Hotbox

Dr. Brandi Stankovic is an organizational change expert, motivational speaker, professor, artist and mommy who inspires firms globally with her models of leadership, engagement, and award-winning education. She is the chief strategy officer at CU Sol… Read full bio

Susan Mitchell

CEO, Mitchell, Stankovic & Associates, Founding Chair of the Global Women’s Leadership Network, & National CU Foundation’s Herb Wegner Outstanding Individual Lifetime Achievement Award Winner

SUSAN MITCHELL is a passionate believer in making a difference! As the CEO of Mitchell, Stankovic & Associates, a consulting firm that has provided over 5,000 credit unions innovative consulting services, including strategic planning, board gover… Read full bio

Renee Sattiewhite

CEO & Founder, Sattiewhite Training Productions, Inc.

Ms. Sattiewhite is credited for giving organizations a “new look” in the areas of customer satisfaction, employee relations, marketing materials and training materials. Ms. Sattiewhite also serves as an executive coach, mentoring trainer and assists… Read full bio

Val Mindak

CEO, Park City CU & 2019 CU Leadership Convention’s Award Winner

Since 2009, Val Mindak has served as Park City’s CEO and President, leading the credit union’s mission of “helping members fulfill their dreams while serving their communities.” Her commitment to bringing innovative retail strategies to the employees… Read full bio

Amanda Thomas

Founder & President, Two Score

A credit union veteran, Amanda has many years of marketing experience in credit unions and as a consultant. She is an entrepreneur and owner of TwoScore, a firm that works exclusively with credit unions under $100 million in assets to achieve their s… Read full bio

Stefanie Rupert

CEO, Collins Community CU

Stefanie is the President & CEO of Collins Community Credit Union, and oversees all of the Executive Leadership team.

Nicole Brusewitz

Vice President Education & Events, Mountain West Credit Union Association

Nicole Brusewitz is vice president of education and events at the Mountain West Credit Union Association, a regional trade association representing 125 member credit unions, 3.1 million credit union members and $34bn in assets throughout Arizona, Col… Read full bio

Stacie VanDenBerghe

Consultant, CEO of CU Innovate Corp.

Stacie VanDenBerghe has spent the last 18 years working in credit unions throughout Michigan to help develop, enhance and maximize credit union growth. Stacie has a wide variety of experience in the capacity of consultant, leadership, marketing, trai… Read full bio

Lynn Heckler

Chief Talent Officer, PSCU

Lynn Heckler has served as PSCU’s executive vice president and chief talent officer since May 2011. Since joining PSCU in 2001, Heckler has shared her passion for creating a culture of inclusion, leadership development and engagement in the workplace… Read full bio

Linda White

CEO, Upward Credit Union

Linda White is CEO of Upward Credit Union, located in Burlingame, CA, where she’s been for over 35 years and has been its CEO since 1998. Upward focuses on the healthcare community in San Mateo County and strives to help their members “Soar with Upwa… Read full bio

Lynn Heckler

Chief Talent Officer, PSCU

Lynn Heckler has served as PSCU’s executive vice president and chief talent officer since May 2011. Since joining PSCU in 2001, Heckler has shared her passion for creating a culture of inclusion, leadership development and engagement in the workplace… Read full bio