| Annapolis, Maryland

Management and Leadership Institute

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Save $200 with code MLI18SAVINGS. Offer expires 8/24/18.

Monday, October 22

Sessions begin at 9:00 a.m. and end at 6:00 p.m.

Tuesday, October 23

Sessions begin at 8:45 a.m. and end at 6:00 p.m.
  • 8:00 a.m. - 8:45 a.m.
  • Gain practical, immediate skills and techniques that maximize your ability to impact and influence others with this highly-interactive session. You will:

    • Learn how to project confidence and credibility in your communications
    • Harness critical knowledge to avoid the eight biggest traps that negatively impact your professional image
    • Secure the tools to consciously and deliberately communicate in a way that influences others to take action
    • Get the skills you need to increase profits and cultivate trusted, long-term relationships
    • And more!

  • 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 10-year strategic forecasting and planning. You’ll 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.

  • Effective credit union leadership requires a sound understanding of financial management principles. Analysis and planning make the difference between lending, and merely running programs. This interactive session will 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. Learnhow NCUA views compliance risk and discover the various ways credit unions manage it. Gain a solid understanding of the two very different roles compliance and internal auditing play in your organization. Explore the role of a skilled compliance officer, including what characteristics the good ones have, and when you should bring a compliance officer on full-time.

Wednesday, October 24

Sessions begin at 8:45 a.m. and end at 5:30 p.m.
  • 8:00 a.m. - 8:45 a.m.
  • Your team is in place, but are they working together at optimal capacity? In this interactive panel you'll learn how to ensure your credit union delivers the most exceptional member experiences possible at every touchpoint. From cross-departmental communication to member journey mapping, you'll receive the tools you need to ensure your operation is excellent.

  • Marketing is a must 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. And, receive advice from an award-winning credit union veteran about leading a member-focused organization.

  • The workforce is changing, and so are its rules. You'll examine new and current trends in HR regulations. You'll also gain expertise in the impacts of ever-changing workforce dynamics such as: full time remote employees, increasing the scope of "exempt" employees, and automation replacing traditional roles.  

  • Some of the best things around us, like credit unions, started out as just an idea. This powerful session will examine 15 ideas that make you stop and ask "have I ever thought of that? Am I addressing these for myself, and my team ?" Anthony Demangone will lead you through a series of ideas and concepts to make you think, be inspired, and empowered.

Thursday, October 25

Sessions begin at 8:45 a.m. and end at 7:00 p.m.
  • 8:00 a.m. - 8:45 a.m.
  • People are the most valuable asset an organization holds. Discover how to maximize employee performance via smart policies and systems, so you can help your people achieve their key objectives.

  • 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. Topics in this session include: 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.

  • 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.

Friday, October 26

Attendees must stay through noon Friday to give presentations and be eligible for their certificate of completion.

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