Curriculum

The Leader of the Future Workshop

John Spence, Author, Speaker and Consultant

The institute kicks off with a thought-provoking and motivating full-day workshop lead by three-time "Top 100 Business Thought Leader" John Spence. Spence will teach you the essential steps for becoming an extraordinary credit union leader. You'll walk away with the solid advice, powerful tools, and timeless wisdom you need to create and implement a personal leadership-development action plan. Learn more.

Effective Executive Communication

Stacey Hanke, Communication Expert and Founder of Stacey Hanke, Inc.

Gain practical, immediate skills and techniques that maximize your ability to impact and influence others with this highly-interactive course. Spend two hours with Stacey, and you'll:

  • 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 revenue and cultivate trusted, long-term relationships
  • And more!

Controlling the Beast—Understanding and Managing Compliance Risk

Anthony Demangone, Executive Vice President and COO, NAFCU

Get a comprehensive overview of one of today's most pressing areas of credit union risk management with this interactive course. 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 credit union. 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. Students will receive a copy of NAFCU's white paper: "Managing Exams in Challenging Times."

The Essentials of Credit Union Marketing

Marketing is a must for any organization. In this dynamic course you'll receive advice from an award-winning credit union veteran about leading a member-focused organization. Discover the key elements of a member-centered credit union 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.

Credit Union Financial Management

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 course 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.

Fostering the Roles of the Board and Management

Uniting the roles of your credit union board and staff is key to developing a winning formula for your credit union's future. In this informative course, 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.

Career Development and Effective Resumes

The first five seconds count; that is how long a recruiter takes to decide to keep reading your resume, or move on to the next. After that, the average employer spends about 20 seconds on your resume assessing your leadership style and experience. As you navigate the path of your own career and leadership development, it's important to understand how to best leverage your skills, competencies and expertise to be seen as highly effective in both your current role, and desired future role. Executive search and leadership coach Peter Myers provides expert insight on how to successfully navigate your career track, including:

  • how to pay attention to the effectiveness of your leadership style and continue your self-development
  • how to create intentionality around language and actions that are congruent with how you want to be seen in your career
  • resume do's and don'ts from a recruiter's perspective

Future Challenges for Credit Union Leaders

Explore the challenge of credit union leadership in a changing environment with this illuminating course. Find out if your credit union philosophy is aligned with members' needs. Gain insight into the current economic factors affecting the financial industry and the impact of government agencies on credit unions — and stay tuned for a full NCUA and NCUSIF update.

Project Management

Project management is about achieving goals and making decisions. In this course, you'll develop an understanding of the processes and methods used to guide the achievement of project objectives. You'll also learn how to move projects from initiation through planning, execution and closing in an efficient manner.

Your Leadership Role in Engaging Employees

People are your credit union's most valuable asset, and employee performance can be maximized through great leadership. We'll look beyond performance management evaluations and systems, and show you how—as both an individual leader and as part of a leadership team—you have the opportunity to increase performance via engaging employees. You'll leave this session with practical engagement tools you can implement the next week!

Window into the World of the CEO

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.

15 Ideas in 60 Minutes

Anthony Demangone, Executive Vice President and COO, NAFCU

Join in an interactive discussion of the 15 big ideas that affect today's credit union executives. Tackle issues such as workplace interruptions and the one thing your employees could do to that would improve their health. Understand when you should trust intuition vs. raw data. And attain tactics for improving and enhancing those (sometimes endless) workplace meetings.


Information is subject to change as the program develops.