Sundeep Kapur, Founder, Digital Credence

Wednesday, September 30, 2020, 1:00 - 2:00 p.m. Eastern

What do we do now? The consumer we serve, our economy, and society are under immense pressure. The uncertainty makes matters even worse. Yet, as financial institutions we are fortunate to have essential status – not just a job, but a privilege to serve.

What can we do to serve those in need? How do we move from being reactive to becoming mentors? How do we garner and leverage our strengths to do even more? How do we move from survival mode to eventually thrive? How do we deliver on our purpose effectively?

Webinar Focus:

• Strategies and tactics to assist us during the crisis

• A deeper understanding of what consumers truly want

• A pragmatic analysis of what it takes to get beyond 2020

Not available on this date and time? No worries. Those who sign up will also be emailed a link to the Webinar recording so you can watch at your convenience

Kirk Kordeleski, Executive Benefit Consultant and former CEO of Bethpage FCU

Christopher Jones, ChFC, CLU, CFP, Senior Executive Benefit Consultant

OM Financial - CU Conferences' Strategic Partner

Wednesday, October 7, 2020, 2:00 - 3:00 p.m. Eastern

Christopher Jones, Senior Executive Benefit Consultant at OM Financial Group and Kirk Kordeleski, Executive Benefit Consultant at OM Financial Group, previously CEO of Bethpage FCU ($9B in assets), Founder and Advisor to FinTech’s and Managing Partner of a CU Strategy and Digital Consulting Firms will present a webinar that will help prepare credit unions to hire their next CEO and help future candidates get hired as the next CEO.

In our work with credit union boards and CEOs, we find too many organizations that fail to take the right steps to prepare candidates for the top job. On the other side, too few of candidates have taken a closer look at and developed the full range of skills for what it takes to succeed as the organization’s leader.

Credit Union Boards

• Start sooner and plan more

• Understand the difference between being a senior leader and being a CEO

• Give each internal candidate a tailored analysis and opportunity to bridge the gaps before the selection process begins

CEO Candidates

• Experience Readiness – having the right qualifications for the job

• Personal Readiness – who you are as a person, fit with the culture

• Network Readiness – who you know inside and outside the credit union

• Process Readiness – what to know, how to draft the questionnaire, etc.

• Relationship Readiness – how you get along with others, leadership strengths, etc.

In addition, Jones and Kordeleski will discuss how the CEO interview process works and what the board and CEO candidate should look for when developing a strategic plan for the interview.

Not available on this date and time? No worries. Those who sign up will also be emailed a link to the Webinar recording so you can watch at your convenience

Paul Robert, CEO, FI Strategies - CU Conferences' Strategic Partner

Tuesday, October 13, 2020, 2:00 - 3:00 p.m. Eastern

If your credit union is like many, your top-performing employees too often leave and take their production elsewhere; high turnover is killing your HR budget and member service quality; and you have at least one or two top executives preparing to retire soon and no one on staff qualified to replace them.

All three of these situations can cause you to lose sleep at night but even just one of the three can cause your credit union to fall woefully short on your future performance projections. Your strategic focus over the next year or two has to be on recapturing growth and momentum and that will require an optimized performance culture with solid, steady production from employees, especially your top-performers and future leaders.

Fortunately, there’s a program designed specifically to help credit unions target this critical set of employees and develop them into tomorrow’s leaders today. In this webinar you will learn how to:

• Work through an objective process to identify your most valuable players – the next wave of leaders and executives

• Develop the right tools and curricula to cultivate the leadership skills and knowledge they’ll need to flourish in their current and future roles

• Create a culture of peer coaching and teamwork unlike any you’ve had before, producing a transcendent environment of substantial growth and performance

• Motivate other employees to want to strive to be included in future programs so they, too, can be recognized as an “Emerging Leader”

Learn about the program that made one recent participant say, “Being in the Emerging Leaders program has made me want to continue to grow and reassured me that this credit union is where I want my lifetime career to be.” And another one say, “Having the privilege of being part of this program also motivates me to continue to coach and mentor the next group of leaders.”

To some extent turnover is inevitable; but this webinar will share with you a proven process to minimize the risk of losing your best employees and position them to lead your credit union to higher levels of success for many years to come.

Not available on this date and time? No worries. Those who sign up will also be emailed a link to the Webinar recording so you can watch at your convenience

Christopher Jones, ChFC, CLU, CFP, Senior Executive Benefit Consultant

Bruce Smith, CFA, Executive Benefit Consultant

OM Financial - CU Conferences' Strategic Partner

Tuesday, October 27, 2020, 2:00 - 3:00 p.m. Eastern

During this webinar, OM Financial Group will share some best practices that our clients have put in place to ensure the SERP does what it was designed to do.

Webinar Highlights:

• Early payouts

• Split death benefit

• Standard plan

• Vesting options

• Succession planning

• Executive termination

Not available on this date and time? No worries. Those who sign up will also be emailed a link to the Webinar recording so you can watch at your convenience