| Annapolis, MD or Virtual

Management and Leadership Institute

View Agenda

Signature Sponsor:

NAFCU 2021 Management and Leadership Institute Signature Sponsor - Gallagher

Note: Whether you attend virtually or in-person, you will have homework to complete daily as well as group projects to be completed by the end of the program. Management and Leadership Institute sessions will not be available on-demand due to the nature of this program. All attendees are expected to be either online or in the classroom at 9:00 Eastern.

Monday, October 18

Leader of the Future Focus | Sessions start at 9:00 a.m. and end at 4:00 p.m. Eastern. Group project meetings* start at 4:15 and end at 5:30 p.m. Eastern.
  • Registration
  • Start your day with hot breakfast, and the opportunity to build stronger connections with your peers from credit unions across the country.

  • Hear directly from NAFCU President and CEO B. Dan Berger as he kicks off the 2021 Management and Leadership Institute.

  • Presented by John Spence, world-renowned author, speaker and consultant

    In this thought-provoking and motivating full-day workshop, “Top 100 Business Thought Leader” John Spence will teach you the essential steps for becoming an extraordinary leader. You’ll understand the characteristics, skills, attitudes and behaviors required of outstanding future leaders. In addition, you’ll gain the solid advice, powerful tools, and timeless wisdom you need to create and implement a personal leadership-development action plan. Learn more

  • Energize for the second half of the day, and build stronger connections with your peers from credit unions across the country.

  • Presented by John Spence, world-renowned author, speaker and consultant

    In this thought-provoking and motivating full-day workshop, “Top 100 Business Thought Leader” John Spence will teach you the essential steps for becoming an extraordinary leader. You’ll understand the characteristics, skills, attitudes and behaviors required of outstanding future leaders. In addition, you’ll gain the solid advice, powerful tools, and timeless wisdom you need to create and implement a personal leadership-development action plan. Learn more

  • During the first full day of the institute, participants will be divided into small groups of varying credit union roles and asset size. These partners will work together on an assigned credit union case study, and will meet at the conclusion of each day's educational instruction. Learn more

  • Join your peers for an early evening reception featuring cocktails and heavy hors-d'oeuvres.

Tuesday, October 19

Understanding Financials and People Focus | Sessions start at 9:00 a.m. and end at 3:30 p.m. Eastern. Group project meetings* start at 3:45 and end at 5:45 p.m. Eastern.
  • Start your day with hot breakfast, and the opportunity to build stronger connections with your peers from credit unions across the country.

  • Daily Overview
  • How will you influence your listeners to act on what you say? Whether you’re influencing through a presentation, meeting, sales call, conference call or face-to-face conversation, how you deliver determines whether others see you as credible, knowledgeable and trustworthy. Otherwise, you inhibit your maximum potential to influence people, increase profits and cultivate long-term relationships. This highly interactive session will help you eliminate the static that plagues communicative delivery—to persuade, sell your ideas, influence or simply effectively communicate face-to-face with a clear message.

  • Uniting the roles of your board and staff is key to developing a winning formula for your credit union’s future. In this informative discussion panel, you’ll learn the importance of strategic forecasting and planning. You will also discover how to: develop the organizational structure of the future, create a tactical plan to support your strategic plan, and effectively communicate and explain the plan to your staff.

  • Energize for the second half of the day, and build stronger connections with your peers from credit unions across the country.

  • Effective credit union leadership requires a sound understanding of financial management principles. Analysis and planning make a huge difference. You’ll cover topics necessary for credit union success, including the basics of balance sheets and income statements, relevant ratios and trend analysis, the financial impact of growth, and pricing methods and strategies.

  • Get a comprehensive overview of one today’s most pressing areas of risk management with this interactive session. Learn how NCUA views compliance risk and discover the various ways credit unions manage risk. Gain a solid understanding of the two very different roles compliance and internal auditing play in your organization. Explore the role and characteristics of a skilled compliance officer as well as the right time to bring one on full-time.

  • In a small group with other attendees from varying credit union roles and asset sizes, work together on assigned homework after the day's educational instruction.

Wednesday, October 20

Developing Data for Success Focus | Sessions start at 9:00 a.m. and end at 2:15 p.m. Eastern. Group project meetings* start at 2:30 and end at 4:30 p.m. Eastern.
  • Start your day with hot breakfast, and the opportunity to build stronger connections with your peers from credit unions across the country.

  • Daily Overview
  • “How, where and when we bank” has been undergoing massive change—and just about every credit union needs to align with it by plunging into a digital transformation. For many, the main banking touchpoint for most members will become a smartphone. For many it already is. Your credit union needs to react, respond and charge a path through the “digital tomorrow.” So, how should a credit union digitally transform?  It starts by knowing yourself. Discover tools you can implement to stay ahead of the transformation and how you can make your current plan even better.

  • Marketing is necessary for any organization. In this dynamic, interactive session, you’ll discover the key elements of a customer-centered marketing strategy and the best ways to attract — and retain — members. You’ll also explore how to create new, innovative member value and leverage your brand for member value. Plus you’ll receive advice from an award-winning credit union veteran about leading a member-focused organization.

  • Strong organizational and personal ethics are essential to building and strengthening trust with your employees, membership, and board members. Understanding the principles of ethics is more than knowing the difference between right and wrong behaviors. Ethics applies to your character, reputation, and organization. We will discuss the importance of ethics and the legal implications for failing to uphold them.

  • Energize for the second half of the day, and build stronger connections with your peers from credit unions across the country.

  • In the same way that TV networks harness the power of data to create blockbuster entertainment, your credit union should collect, analyze and act on member data to improve the way you market your products and services. However, with endless possible data points to track and analyze, it can be challenging to know where to begin. Gain insights for creating a guide that utilizes invaluable market data for your credit union.

  • Gain insights on ways to plan your credit unions loan growth for the future.  Explore strategies in lending and marketing, along with proven training tips. Your marketing campaign opens the door, but your people are the ones who will secure new business. Learn how to develop the business, present options, and develop the relationship for cross-selling opportunities.

  • In a small group with other attendees from varying credit union roles and asset sizes, work together on assigned homework after the day's educational instruction.

Thursday, October 21

Charting Your Career Path and Understanding the CEO Perspective Focus | Sessions start at 9:00 a.m. and end at 4:00 p.m. Eastern. Group project meetings* start at 4:15 and end at 7:00 p.m. Eastern.
  • Start your day with hot breakfast, and the opportunity to build stronger connections with your peers from credit unions across the country.

  • Daily Overview
  • Hear insights from CEOs on how they shape and reinforce the culture of their credit union to ensure it thrives in a dynamic marketplace. Learn how CEOs influence the drivers for culture in the organization by articulating and embedding values, hiring and growing talent, and reinforcing the importance of ensuring that organizational systems are aligned in ways that reinforce the culture and values.

  • You are the navigator of your own career path, whether you actively pursue that career or fall into it. Gain insight into why it’s important to update your career accomplishments every year, and how to ensure that you’re leveraging your skills, competencies and expertise to make a difference. Gain insights on how to be seen as an internal successor candidate; how to create intentionality around language and actions congruent with how you want to be viewed professionally; how to step up and fully leverage your potential; and how to gauge the effectiveness of your leadership style and continue your self-development.

  • Energize for the second half of the day, and build stronger connections with your peers from credit unions across the country.

  • Find out why it's so important for your credit union to invest in diversity, equity and inclusion (DEI) and not sit on the sidelines as the nation continues to grow. You'll find out about the hidden costs of not having a diverse workforce and the penalties that occur when DEI is not a part of your credit union's strategic plan and vision. Gain insights into how you can be a progressive credit union leader by including DEI in your strategic plan, continuing to grow your organization with DEI in mind, and leading the credit union industry with your credit union's best practices.

  • Your credit union has a non-visible tattoo policy.  Your best teller gets a tattoo on her neck symbolizing her 10 years of sobriety. How do you proceed? Attendees will be asked to decide what they would do in this, and other real-life scenarios, that CEOs are faced with in their leadership roles.

  • When you’re charged with the vision and oversight of your entire credit union, your thought process changes. Being a credit union CEO in today’s environment requires you to think strategically and consider the current economic, legislative, and regulatory environment, in addition to organizational structure and crosswalks. This interactive panel will take you through the thought processes and decisions you have to make.

  • During the first full day of the institute, participants will be divided into small groups of varying credit union roles and asset size. These partners will work together on an assigned credit union case study, and will meet at the conclusion of each day's educational instruction. Learn more

Friday, October 22

Tying it Together | Group Project Presentations start at 9:00 a.m. and end at 12:00 p.m. Eastern
  • Networking Breakfast
  • *Attendees must stay through noon Friday to give presentations and be eligible for their certificate of completion.

    Tie in all the activities learned in the week with a group presentation. Review content from inspiring speakers and form personal and professional relationships with industry peers who are at similar points in their lives and careers. Use the takeaways to implement more success at your credit union!

  • Adjournment

*Attendees must attend group project meetings each day in preparation for Group Project Presentations on Friday.

Credits
CEUs: 23.0 hours
CPEs: 14.0 hours
NCCOs: 1.0 hour
NCRMs: 1.0 hour

This is a tentative schedule, subject to change as the program develops.