Breakfast Buffet
7:00 – 8:00 a.m.
Breakout Sessions
8:00 – 9:30 a.m.
The Chronicles of Credit Union Transformation
Steve Williams, President & Partner, Cornerstone Advisors
Credit unions have achieved remarkable growth in the past decade and progressive credit unions are deep into transformation efforts to drive in a world where digital intelligence is progressing to rival human intelligence. In this session, Cornerstone’s Steve Williams will bring leaders a first-hand report from the trenches of credit union transformation. Williams will share real-world case studies and key insights of organizations innovating with digital experience, payments, lending, business services, AI, financial wellness, and next-generation talent management. Williams will also share how credit unions are evolving to achieve speed, scale, integrated risk management, and real-time stakeholder engagement in their organizations. There are amazing stories of change and growth occurring in the credit union industry. Join us to share in these chronicles.
Leading Strategic Change: Optimizing Board/Mgt Performance
Jim Austin, President, JH Austin Associates, Inc., Faculty Consultant, Wharton and Adjunct Assistant Professor, Brown
Traditional strategic planning too often results in incremental change focused more on next year’s budget than on creative growth and sustainable development. Leadership teams struggle to “paint with two brushes”: building flexibility to respond to changing environments, while maintaining current operations.
To transcend existing systems and achieve their organization’s unique vision, Credit Union leaders must embrace uncertainty and incorporate agility into their long-term planning. They must prepare for a range of potential futures—while maintaining current operations—because agility and adaptability are what will define future success. Developed through client engagements at leading Credit Unions as well as major companies such as Boston Scientific, HP, Pfizer and JP Morgan Chase, this session explores identifying profitable segments for growth (where to play) and ways to compete in those segments (how to win). These are the critical questions to answer in developing a robust, flexible strategy. The problem is, as Richard Rumelt explains (Good Strategy, Bad Strategy), most strategic plans stop at the broad goal level and never yield sufficient granularity to drive “sustainable competitive advantage” (Michael Porter).
In this session, attendees will be challenged to develop an “options” approach to strategy, especially for longer-term, more speculative efforts, thereby identifying winning strategies no matter how the future evolves.
Step Up and Disrupt: Trust Your Gut, Take a Risk, and Change the World
Patrick Leddin, Keynote Speaker, Author, Consultant & Associate Professor, Vanderbilt University
Innovation is often met with resistance. The ‘that won’t work here’,
‘I’m not the right person to do it’, and ‘that’s how we have always done it’ mindsets are alive and well in many individuals and organizations. Disruption means moving from doing it the way you’ve always done it, taking advantage of the opportunities available, and moving closer to the cutting edge. Messing up the status quo might feel uncomfortable and risky, but as Helen Keller said, "Life is either a daring adventure or nothing." In his session, Dr. Patrick Leddin will challenge you to think and act in new ways. He will share real life examples of disruptive leaders who trust their gut, blaze a new path, walk to the beat of their own drum, and bring out the best in others. These are people who have found what they love to do in their work and life and choose every day to make a difference. Leaders will learn how to:
- Assess gaps in their mindset, actions, and results through the lens of disruption.
- See opportunities for disruption in their world, within their team, and with their members for greater success.
- Commit to carving out their own disruptive path and be better prepared to help others to do the same.
- Use a new disruptive framework including 4 disruptive areas (Self, Others, Opportunities, Execution), 8 disruptive mindsets and 16 disruptive actions driving innovation in their organization.
Networking Break
9:30 – 9:45 a.m.
Breakout Sessions Continue
9:45 – 11:00 a.m.
Travel Time
11:00 – 11:05 a.m.
Bonus Sessions
11:05 a.m. – 12:00 p.m.
CEO Roundtable
Kenneth Beck, CEO, CEO Connection
CEOs—what’s keeping you up at night? Join your colleagues and facilitator Kenneth Beck for a free-flowing interactive discussion about enlightened self-interest and connections, two key drivers of success for every CEO. More importantly, we’ll delve into your most pressing issues, and work though them together.
Board Chair Roundtable
Steve Williams, President & Partner, Cornerstone Advisors
Board chairs—gather with your fellow directors for open dialogue covering your top concerns and challenges with facilitator Steve Williams. This interactive session will address key issues facing board chairs, and best approaches moving forward.
How to Empower Your Credit Union in Today’s Dynamic World of FinTech
Brian Bodell, VP/FinTech Solutions, TruStage
As the number of fintechs continue to rise, credit unions are tasked with offering exceptional digital experiences that offer speed, mobility, and ease of use for their members. To achieve this, credit unions must develop product roadmaps that integrate the appropriate financial technology solutions. In this session, you will learn how TruStage shapes its technology strategy and governs its fintechs to better serve credit unions and their members by applying the appropriate level of data, due diligence, and architecture.
Lunch
On your own
Optional Events
Graycliff Luncheon
12:30 – 4:30 p.m.
$245 per person
Graycliff makes wine lovers' dream come true...Graycliff Restaurant, one of the Caribbean’s first Five-Star restaurants is putting on a show for you that is indeed a wine lover’s dream!
The elegant Graycliff Restaurant, located in the heart of Nassau in a beautiful, historic, colonial mansion with lush tropical gardens, has held its place with the top dining establishments in the region, serving delicious Continental cuisine with touches of Bahamian flavors for nearly three decades. Graycliff’s Wine Luncheon guests are welcomed with a glass of champagne and led by Graycliff’s Master Sommeliers for a tasting and a tour of the restaurant’s acclaimed cigar factory and wine collection, which has very few rivals in the region. The cellar houses some fine and rare wines, with over 250,000 bottles from over 400 vintners in 15 countries, acquired over decades by Enrico Garzaroli, the establishment’s Chairman and CEO. He is passionate about the quality of the wines he seeks out and carefully adds to his collection, which is among the largest private collections in the world, receiving the prestigious Wine Spectator Grand Award since 1988.
CUES Symposium Golf Tournament
Royal Blue Golf Course
1:00 p.m. Shotgun start
$425 per person
Join us for a one-day golf tournament on the Royal Blue Golf Course. Balancing classic golf style with advanced golf course design, Royal Blue at Baha Mar is a Jack Nicklaus Signature Golf Course with rolling fairways, moonscapes, native landscapes, and striking views from every green and fairway. The par-72, 18-hole golf course features dramatic vistas of the turquoise ocean on the front nine and forested panoramas on the second half. Registration fee of $425 includes golf, transportation, cart rental, lunch, prizes, and refreshments. Club rentals are available for $85.
