Schedule

Tuesday, September 3, 2019

11:00 a.m.

Golf Registration

12:00 p.m. - 1:00 p.m.

Golf Lunch

1:00 p.m.

Golf Shotgun Start


Wednesday, September 4, 2019

8:30 a.m. - 2:00 p.m.

Chapter Leaders Conference

11:30 a.m. - 5:00 p.m.

Leadership Conference & Expo Registration

2:00 p.m. - 3:30 p.m.

Opening General Session
Creating a Culture of Excellence
Mike Daggs

3:30 p.m. - 4:00 p.m.

Refreshment Break

5:00 p.m. - 6:30 p.m.

Welcome Reception in EXPO Hall
Hosted by
Cornerstone Credit Union League  Credit Union Resources  Cornerstone Credit Union Foundation


Thursday, September 5, 2019

8:00 a.m. - 5:30 p.m.

Leadership Summit & Expo Registration

8:00 a.m. - 8:30 a.m.

Networking Breakfast

9:30 a.m. - 10:30 a.m.

EXPO Solutions & Refreshment Break

11:30 a.m. - 1:30 p.m.

Lunch on your Own

1:30 p.m. - 2:30 p.m.

Leadership Pathway 3
Aspiring Leaders: Everyone Communicates, Few Connect
Tamra Gaines
Emerging Executives: Goal Setting/Leading from the Middle
Dr. Brandi Stankovic
Board Volunteers: Avoiding Litigation
Veronica Madsen

2:30 p.m. - 4:30 p.m.

EXPO Solutions & Refreshment Break

6:00 p.m. - 9:00 p.m.

Syng
Benefitting the Cornerstone Credit Union Foundation


Friday, September 6, 2019

8:00 a.m. - 8:30 a.m.

Continental Breakfast

9:30 a.m. - 10:00 a.m.

Refreshment Break

10:00 a.m. - 11:00 a.m.

Closing Session & Prize Drawing
You Have the Power to Make a Difference
Kevin Tutt



Patrick Adams

Patrick Adams

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Emerging Executives Path: Fostering a Progressive Mindset

Now is the time for credit unions to gain a competitive edge over big banks, fintechs, and online banking wannabes. The time to leverage our brand and make investments is now while many credit unions are enjoying record growth in lending, capital reserves, and ROA. Digital transformation helps refresh our hometown love for members, so we must shift to digital technology while keeping one foot firmly planted on what makes the movement great: empathy. The combination of big data and empathy is how we best deliver the members' desired experience. We must be safe and trusted and provide the best service with great people.

Knowledge level: Basic
Pre-requisites: None
No advance preparation is required.
CPE Field of Study: Personal Development

Continuing Education Information

Patrick Adams

Patrick Adams

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Patrick Adams, St. Louis Community FCU

Patrick Adams has been in the credit union movement for 43 years and with St. Louis Community Credit Union for the past 32 and was appointed president/CEO in 2008. His efforts today focus exclusively on the strategic direction of SLCCU, which has witnessed substantial growth and high levels of financial strength. SLCCU maintains the highest level of name/brand awareness among St. Louis residents, has 60,000+ members, and is one of the most active CDFI credit unions in the country. SLCCU serves the stressed and distressed communities of St. Louis City and nearby counties. Adams has spoken worldwide for 25 years, urging people toward a-ha moments that lead to success.

Alise Cortez

Alise Cortez, PhD

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C-Suite Executives Path: Best Practices Roundtable: Company Culture, Talent Retention, and Innovation

This exclusive roundtable for executives provides an open forum for top-level discussions regarding your company's culture and talent retention, as well as the latest innovations available and trends to watch in the marketplace.

This session is not eligible for CPE credits.

Alise Cortez

Alise Cortez, PhD

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Alise Cortez, PhD

Alise Cortez, PhD, is an expert in organizational development, complex enterprise strategy implementation, and leadership transformation and development. Clients seek Cortez’s more than 20 years of experience in transformational consulting and executive coaching to develop potential leaders and accomplish strategic business objectives. For a decade, she has researched how people find meaning in their work, which has culminated in her hosting a weekly radio show on the VoiceAmerica Empowerment channel, “Working on Purpose.” Cortez holds a PhD in Human Development from Fielding Graduate University in Santa Barbara, a Master of Arts in liberal studies from University of Oklahoma, and a Bachelor of Arts from University of Iowa.

Mike Daggs

Mike Daggs

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Opening General Session: Creating a Culture of Excellence

Mike Daggs will focus on a single objective from this broad topic: the rule of “Everything Speaks.” Learn the importance of each team member's ability to understand their power to positively and negatively influence the customer experience and how small things that we no longer see, say, or do can still have a huge impact on customer outcomes.

This session is not eligible for CPE credits.

Executive Forum: Trapped! Escaping the Comforts of Complacency

Often in the leadership role we find ourselves simply trying to survive. We just want our staffs to “do their job, be committed, take ownership, stop complaining, be positive...” etc. This session will focus on the small details of leadership that are often overlooked and cause big problems with complacency. Learn the importance of employee engagement and how leaders drive that engagement; how your plan and execution strategy should direct your daily efforts rather than letting the day dictate your focus; and the value of supporting your staff and encouraging positive efforts.

This session is not eligible for CPE credits.

Mike Daggs

Mike Daggs

View Bio

Opening General Session: Creating a Culture of Excellence

Mike Daggs will focus on a single objective from this broad topic: the rule of “Everything Speaks.” Learn the importance of each team member's ability to understand their power to positively and negatively influence the customer experience and how small things that we no longer see, say, or do can still have a huge impact on customer outcomes.

This session is not eligible for CPE credits.

Mike Daggs

Mike Daggs

View Bio

Executive Forum: Trapped! Escaping the Comforts of Complacency

Often in the leadership role we find ourselves simply trying to survive. We just want our staffs to “do their job, be committed, take ownership, stop complaining, be positive...” etc. This session will focus on the small details of leadership that are often overlooked and cause big problems with complacency. Learn the importance of employee engagement and how leaders drive that engagement; how your plan and execution strategy should direct your daily efforts rather than letting the day dictate your focus; and the value of supporting your staff and encouraging positive efforts.

This session is not eligible for CPE credits.

Mike Daggs

Mike Daggs

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Mike Daggs, Tutts & Daggs

Michael Daggs is a leading voice in maximizing individual and workplace impact. His background in providing professional development has made him an authority in personal and corporate leadership. Daggs has delivered his entertaining and transformational message to a thousand companies and associations throughout the U.S, Canada, and Mexico, and his high-energy quest for excellence gives him a unique ability to engage audiences and deliver life-changing presentations. Daggs is passionate about individual excellence, evidenced through his work in healthcare professional development, stints as an adjunct instructor in university classrooms, and college football, where he learned that every moment matters and that being a difference-maker is only one action step away.

Tamra Gaines

Tamra Gaines

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Aspiring Leaders Path: Everyone Communicates, Few Connect

World-renowned leadership expert John Maxwell says, If you want to succeed, you must learn how to connect with people. While it may seem like some are born with it, anyone can learn to make every communication an opportunity for powerful connection. In "Everyone Communicates, Few Connect," Maxwell shares five principles and five practices for developing the crucial skill of connecting: finding common ground, keeping your communication simple, capturing people’s interest, inspiring people, and staying authentic in your relationships. The ability to connect with others is a determining factor in reaching your full potential. Learn to connect in your personal, professional, and family relationships.

Knowledge level: Basic
Pre-requisites: None
No advance preparation is required.
CPE Field of Study: Communications and Marketing

Continuing Education Information

Tamra Gaines

Tamra Gaines

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Tamra Gaines, Cornerstone Credit Union League

Tamra Gaines is VP experiences and events at Cornerstone Credit Union League. With 25+ years’ experience in corporate structure and associations, Gaines specializes in strategic meetings management, professional development, and training. She is a certified speaker with the John Maxwell Leadership Group and has a strong desire to educate and motivate others to stretch toward their potential. Gaines has earned awards for her advanced experience and leadership in the hospitality industry. Her board and volunteer roles include Richland College Advisory Council; Stand, Inspire, and Provide (SIP), benefiting Share Our Strength No Kid Hungry; Big Brothers-Big Sisters; and past president, Meeting Professionals International, Dallas/Ft Worth Chapter.

Julie Kratz

Julie Kratz

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Emerging Executives Path: Why Diversity Matters: Recruiting and Engaging Drives Talent

In this collaborative talk, women’s leadership speaker and trainer Julie Kratz shares stories, ideas, and research from her book, ONE: How Male Allies Support Women for Gender Equality, with four proven strategies to find and engage diverse talent. To succeed together, you'll learn how to practice empathy, share your story, speak up, and integrate work and life for balance. Learn how to build a plan using proven strategies to engage diverse talent and foster an inclusive workplace; collaboratively create and enhance your diversity plan with leaders with unique perspectives and backgrounds; and apply tangible tools and techniques to facilitate interactive discussions on diversity in your organization.

Knowledge level: Basic
Pre-requisites: None
No advance preparation is required.
CPE Field of Study: Personnel/Human Resources

Continuing Education Information

Julie Kratz

Julie Kratz

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Julie Kratz, Pivot Point

Julie Kratz is a highly acclaimed leadership trainer who produces results in corporate America. After experiencing her own career pivot point, she developed a process for women leaders to build winning plans. Kratz is a frequent keynote speaker and executive coach who promotes gender equality in the workplace. She holds an MBA from the Kelley School of Business at Indiana University and is a Certified Master Coach and certified unconscious bias trainer. Her books include Pivot Point: How to Build a Winning Career Game Plan and ONE: How Male Allies Support Women for Gender Equality.

Veronica Madsen

Veronica Madsen

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Board Volunteers Path: Avoiding Litigation

Many of the laws and regulations that govern credit union operations provide for a private cause of action for noncompliance. In this session, learn the most common lawsuits against financial institutions and how to avoid becoming the next defendant.

Knowledge level: Basic
Pre-requisites: None
No advance preparation is required.
CPE Field of Study: Business Law

Continuing Education Information

Veronica Madsen

Veronica Madsen

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Veronica Madsen, ESTEE Compliance, LLC

Founder/CEO of ESTEE Compliance LLC, Veronica Madsen is an attorney with a decade of legal and regulatory experience. She served as chief compliance officer of a fintech company providing access to commercial loans and creating and managing a compliance management system. Madsen spent 12 years with the Michigan Credit Union League, responsible for summarizing and commenting on proposed rules, training on final rules, drafting operational policies, maintaining the regulatory content of InfoSight, and managing legal affairs of the organization. Madsen obtained her law degree from University of Detroit Mercy School of Law and Bachelor of Science with a dual major in English and communication from Central Michigan University.

Dan Moulton

Dan Moulton

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Board Volunteers Path: CECL: Keeping Up with a Moving Target

Although the CECL effective date seems to have wheels, the Current Expected Credit Losses (CECL) model will significantly change how credit unions view their loan loss reserves. This session will address the new standard from a board and supervisory committee standpoint and explore the potential impact on the average credit union. Included will be an overview of the current Allowance for Loan Losses and tips on how to prepare for the implementation of the new model and keeping up with the inevitable changes that come with new standards.

Knowledge level: Basic
Pre-requisites: None
No advance preparation is required.
CPE Field of Study: Finance

Continuing Education Information

Dan Moulton

Dan Moulton

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Dan Moulton, CPA, Doeren Mayhew

Daniel C. Moulton, CPA, is a shareholder in the Financial Institutions Group at Doeren Mayhew. He has 35 years' experience in the credit union industry, providing insight to CUs and CU service organizations from coast to coast. Focused on assisting clients to maximize their internal audit functions, Moulton leads a team of internal audit specialists providing full-service and co-sourced internal audit and regulatory compliance services that range from BSA/OFAC audits, allowance for loan loss reviews, consumer and commercial loan reviews, ALM reviews, and a variety of internal audit reviews. Moulton also provides a wide range of other risk-management services, such as certified opinion audits and supervisory committee audits.

James Pogue

James Pogue, PhD

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C-Suite Executives Path: Reasons Unconscious Bias Keeps CEOs Up at Night

Hear the latest research around unconscious bias and its impact on all of us in the workplace and everywhere else. Learn the biases that are most likely to influence your organization and teams. This session will help you clarify the connection between unconscious bias and organizational performance. Outcome focus points include: increasing productivity by managing the five most impactful biases in the workplace; learning the "newest" bias and its incredible power in your organization; and making clear the business rationale for engaging in an unconscious bias reduction program.

Knowledge level: Basic
Pre-requisites: None
No advance preparation is required.
CPE Field of Study: Personnel/Human Resources

Continuing Education Information

James Pogue

James Pogue, PhD

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James Pogue, PhD

Leadership and training are core to James Pogue, PhD, with James Pogue Enterprises. From his military service and overseas deployment in Desert Storm, he learned the critical importance of leadership, fellowship, and training—that improvement and survival is based not only on the best possible information, but also the best training and leaders possible. After 10 years in higher education focusing on diversity and inclusion, Pogue expanded his work to include multi-generational leadership, helping colleges and organizations attract, engage, and develop talent at all levels. He worked with the Association for Healthcare Volunteer Resource Professionals, UNCF, and GEAR-UP and is board member of the Broome County Urban League in New York.

Meridith Powell

Meridith Powell

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General Session: OWN IT: Leadership Redefined

Employee engagement trumps customer engagement every time. Relationships you build with your employees are more important than the relationships you build with your customers. Think about it. Your product or service isn't growing your bottom line, but the experience your customers tweet about is. The path to profitability and business growth is through employee engagement. Discover how to build a culture that makes the best and the brightest want to beat a path to your door. Learn to use employee engagement as the ultimate competitive advantage. Happy employees deliver great customers service, and happy customers come back time after time.

This session is not eligible for CPE credits.

Aspiring Leaders Path: OWN IT: You in The Driver’s Seat: Six Steps to Grab Control of Your Career

You’re talented, working hard, and more than pulling your weight—all critical factors for success. But if you lack the skills to market those traits, you’re undermining your ability to succeed. It's challenging to stand out in a world of white noise and heavy competition. To succeed, you need a personal brand. Your brand has everything to do with how others experience you, how much they want to work with you, and how well you’re positioned to advance your career. Join us for this high-energy keynote designed to teach you the seven strategies to building a powerful brand.

Knowledge level: Basic
Pre-requisites: None
No advance preparation is required.
CPE Field of Study: Personal Development

Continuing Education Information

Meridith Powell

Meridith Powell

View Bio

General Session: OWN IT: Leadership Redefined

Employee engagement trumps customer engagement every time. Relationships you build with your employees are more important than the relationships you build with your customers. Think about it. Your product or service isn't growing your bottom line, but the experience your customers tweet about is. The path to profitability and business growth is through employee engagement. Discover how to build a culture that makes the best and the brightest want to beat a path to your door. Learn to use employee engagement as the ultimate competitive advantage. Happy employees deliver great customers service, and happy customers come back time after time.

This session is not eligible for CPE credits.

Meridith Powell

Meridith Powell

View Bio

Aspiring Leaders Path: OWN IT: You in The Driver’s Seat: Six Steps to Grab Control of Your Career

You’re talented, working hard, and more than pulling your weight—all critical factors for success. But if you lack the skills to market those traits, you’re undermining your ability to succeed. It's challenging to stand out in a world of white noise and heavy competition. To succeed, you need a personal brand. Your brand has everything to do with how others experience you, how much they want to work with you, and how well you’re positioned to advance your career. Join us for this high-energy keynote designed to teach you the seven strategies to building a powerful brand.

Knowledge level: Basic
Pre-requisites: None
No advance preparation is required.
CPE Field of Study: Personal Development

Continuing Education Information

Meridith Powell

Meridith Powell

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Meridith Elliott Powell

Meridith Elliott Powell is an award-winning author, keynoter, and business strategist. Her cutting-edge message is rooted in real-life examples and knowledge. She is the author of Winning in the Trust and Value Economy and Own It: Redefining Responsibility—Stories of Power, Freedom, and Purpose. Powell is regularly featured in Forbes, Fast Company, and Investment News. She teaches leaders how to attract more business, retain top talent, and win in this new economy with strategies you can put into place first thing Monday morning. Powell is a Master Certified Strategist, Executive Coach, and Certified Speaking Professional, and a Master Certified DISC Trainer and Coach.

Barry Rellaford

Barry Rellaford

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Executive Forum: Trust: Today's Critical, Learnable Competency

A new currency powers business in today's connected, collaborative world: trust. Like any other discipline, creating trust is a learnable skill. Learn insights and applications from Stephen M.R. Covey’s bestselling book, The Speed of Trust. You'll learn what trust is and its business implications; building trust within your credit union and with key stakeholders by taking an inside-out approach; giving your stakeholders a leader to trust; behaving in ways that inspire trust; and creating a high-trust culture. Forego the time-killing bureaucracies put in place because of mistrust and accelerate your business and bottom line by moving at the speed of trust.

This session is not eligible for CPE credits.

Barry Rellaford

Barry Rellaford

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Barry Rellaford

Barry Rellaford has taught leadership and trust to executives from 100 countries, including for clients Kroger, Procter & Gamble, LEGO, and Pepsi Bottling. He has extensive experience as a coach, facilitator, and executive. With Stephen Covey, he developed the Leading at the Speed of Trust content and training and led FranklinCovey’s Learning Expedition Center. He served as VP organizational development for Metatec Corporation and was performance consultant at CompuServe. Rellaford received a master's in labor and HR from Fisher College of Business at Ohio State University and a bachelor's in organizational communication from Brigham Young. He is co-author of A Slice of Trust (Gibbs Smith, 2011).

Brandi Stankovic

Dr. Brandi Stankovic

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Emerging Executives Path: Goal Setting/Leading from the Middle

In this session, you'll discuss the Leadership Proforma—how to take your organizational goals, align them with the strategic initiatives of the organization, and engage your team in short-term wins. In this energetic and inspiring session, you'll take a closer look at employee engagement, motivating the young and the young-at-heart, and driving strategic initiatives. As a young leader you must exemplify the culture you expect and model the way.

Knowledge level: Basic
Pre-requisites: None
No advance preparation is required.
CPE Field of Study: Management Services

Continuing Education Information

Board Volunteers Path: Critical Skills for Tomorrow's Leaders

Understanding what motivates and drives your board of directors will allow you to engage them in your strategic initiatives. Credit unions and organizations must develop volunteers to be more flexible, imaginative, and accountable to capitalize on their intellectual and creative capacity. Learn leadership lessons, real-life stories, and best practices to energize board diversity in the future while creating a legacy for those that have dedicated their lives to your credit union.

Knowledge level: Basic
Pre-requisites: None
No advance preparation is required.
CPE Field of Study: Personal Development

Continuing Education Information

Brandi Stankovic

Dr. Brandi Stankovic

View Bio

Emerging Executives Path: Goal Setting/Leading from the Middle

In this session, you'll discuss the Leadership Proforma—how to take your organizational goals, align them with the strategic initiatives of the organization, and engage your team in short-term wins. In this energetic and inspiring session, you'll take a closer look at employee engagement, motivating the young and the young-at-heart, and driving strategic initiatives. As a young leader you must exemplify the culture you expect and model the way.

Knowledge level: Basic
Pre-requisites: None
No advance preparation is required.
CPE Field of Study: Management Services

Continuing Education Information

Brandi Stankovic

Dr. Brandi Stankovic

View Bio

Board Volunteers Path: Critical Skills for Tomorrow's Leaders

Understanding what motivates and drives your board of directors will allow you to engage them in your strategic initiatives. Credit unions and organizations must develop volunteers to be more flexible, imaginative, and accountable to capitalize on their intellectual and creative capacity. Learn leadership lessons, real-life stories, and best practices to energize board diversity in the future while creating a legacy for those that have dedicated their lives to your credit union.

Knowledge level: Basic
Pre-requisites: None
No advance preparation is required.
CPE Field of Study: Personal Development

Continuing Education Information

Brandi Stankovic

Brandi Stankovic

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Dr. Brandi Stankovic

Brandi Stankovic, Ed.D., SVP with CU Solutions Group, Strategic Advisory Services, is an organizational-change expert, motivational speaker, and professor who inspires firms globally with her leadership, engagement, and award-winning education models. She is coauthor of The Strategic MVP and host of The Strategic Hotbox podcast designed to help executives reach their greatest potential. Stankovic is the World Young Credit Union Professionals Committee chair and US Ambassador for the Global Women's Leadership Network, World Council of Credit Unions, helping advance young executives and women internationally. She is also Young Leaders vice chair for CMN Hospitals Credit Unions for Kids, and a Development Educator (CUDE and I-CUDE).

Tansley Stearns

Tansley Stearns

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Aspiring Leaders Path: So, You Want to Be a CEO? Creating Your Map to Success

Whether you want to be a CEO, a CMO, or the very best “director of all things amazing,” each of us owns the eventual outcome of our journey. Tansley Stearns will lead you through a conversation that you can translate to action. Learn how to define your best role, to overcome the inevitable forks and potholes in the road, and formulate ideas for charting a successful career course to fulfillment and joy.

Knowledge level: Basic
Pre-requisites: None
No advance preparation is required.
CPE Field of Study: Personal Development

Continuing Education Information

Board Volunteers Path: Let’s Stay Together: Retention and Future-Proofing Your Executive Team

Join Tansley Stearns as she shares insights on how the best organizations ensure that the talent they attract is the talent they retain. You'll learn the roles that compensation and benefits play in team retention; explore ways to successfully execute succession planning without undermining culture and cohesion; and discover the potential for exponential results when internal succession is the norm. Ensure you keep your team of winning stars together and that you're growing next-generation talent to keep culture and success alive for the long term.

Knowledge level: Basic
Pre-requisites: None
No advance preparation is required.
CPE Field of Study: Personnel/Human Resources

Continuing Education Information

Tansley Stearns

Tansley Stearns

View Bio

Aspiring Leaders Path: So, You Want to Be a CEO? Creating Your Map to Success

Whether you want to be a CEO, a CMO, or the very best “director of all things amazing,” each of us owns the eventual outcome of our journey. Tansley Stearns will lead you through a conversation that you can translate to action. Learn how to define your best role, to overcome the inevitable forks and potholes in the road, and formulate ideas for charting a successful career course to fulfillment and joy.

Knowledge level: Basic
Pre-requisites: None
No advance preparation is required.
CPE Field of Study: Personal Development

Continuing Education Information

Tansley Stearns

Tansley Stearns

View Bio

Board Volunteers Path: Let’s Stay Together: Retention and Future-Proofing Your Executive Team

Join Tansley Stearns as she shares insights on how the best organizations ensure that the talent they attract is the talent they retain. You'll learn the roles that compensation and benefits play in team retention; explore ways to successfully execute succession planning without undermining culture and cohesion; and discover the potential for exponential results when internal succession is the norm. Ensure you keep your team of winning stars together and that you're growing next-generation talent to keep culture and success alive for the long term.

Knowledge level: Basic
Pre-requisites: None
No advance preparation is required.
CPE Field of Study: Personnel/Human Resources

Continuing Education Information

Tansley Stearns

Tansley Stearns

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Tansley Stearns

Tansley Stearns joined Canvas Credit Union in April 2018 with a goal to amplify the credit union’s ability to transform lives with her innovative marketing, brand, communications, and strategy efforts. Stearns has more than 20 years of credit union leadership experience, including roles in research, sales, service, and government relations. Previously, Stearns served as chief impact officer at Filene Research Institute; AVP of corporate strategy and government relations at Bethpage FCU; and VP of sales and service at both Connex Credit Union and BestSource Credit Union for a combined 13 years, honing her skills in marketing, sales, and business development.

Linda Swindling

Linda Swindling

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General Session: Ask Outrageously! The Secret to Getting What You Really Want

Do you ask for what you want or take what you’re offered? The most successful friendships, sales teams, and businesses have one thing in common: courageous people who, despite their fear, ask for what they want—outrageously. Learn tactics and strategies for showing up powerfully, spotting other people’s negotiation (DEAL) styles, communicating effectively, and creating outrageously great outcomes. Learn strategies to turn negotiations into a conversation instead of a confrontation; show up powerfully and communicate so others will listen; reach winning results with integrity and confidence; create significant connections with key people and attract support for ideas; spot other people’s negotiation styles; make confident decisions; and embrace strategic risk taking.

This session is not eligible for CPE credits.

Executive Forum: Leadership Is a Series of Negotiations: How Leaders Can Effectively Negotiate Anything from Big Deals to Workplace Drama

Successful leaders must know how to negotiate, which may look like asking for additional headcount, mediating workplace drama, negotiating change, influencing key decision makers, and being recognized for the value you provide. Learn to look at negotiations as a conversation, not a confrontation. Attract support for your ideas; harness the power of positive influence, persuasion, and negotiation; push and pull for resources while building win-win-win partnerships with stakeholders; avoid over-committing and unnecessary compromise; spot and identify others’ negotiation (DEAL) styles; develop meaningful relationships with key people; and reach winning results with integrity and confidence.

This session is not eligible for CPE credits.

Linda Swindling

Linda Swindling

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General Session: Ask Outrageously! The Secret to Getting What You Really Want

Do you ask for what you want or take what you’re offered? The most successful friendships, sales teams, and businesses have one thing in common: courageous people who, despite their fear, ask for what they want—outrageously. Learn tactics and strategies for showing up powerfully, spotting other people’s negotiation (DEAL) styles, communicating effectively, and creating outrageously great outcomes. Learn strategies to turn negotiations into a conversation instead of a confrontation; show up powerfully and communicate so others will listen; reach winning results with integrity and confidence; create significant connections with key people and attract support for ideas; spot other people’s negotiation styles; make confident decisions; and embrace strategic risk taking.

This session is not eligible for CPE credits.

Linda Swindling

Linda Swindling

View Bio

Executive Forum: Leadership Is a Series of Negotiations: How Leaders Can Effectively Negotiate Anything from Big Deals to Workplace Drama

Successful leaders must know how to negotiate, which may look like asking for additional headcount, mediating workplace drama, negotiating change, influencing key decision makers, and being recognized for the value you provide. Learn to look at negotiations as a conversation, not a confrontation. Attract support for your ideas; harness the power of positive influence, persuasion, and negotiation; push and pull for resources while building win-win-win partnerships with stakeholders; avoid over-committing and unnecessary compromise; spot and identify others’ negotiation (DEAL) styles; develop meaningful relationships with key people; and reach winning results with integrity and confidence.

This session is not eligible for CPE credits.

Linda Swindling

Linda Swindling

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Linda Swindling

Negotiation speaker, author, and expert Linda Swindling, JD, CSP, empowers leaders to negotiate everything from big deals to workplace drama using proven strategies that drive results without driving others away. She learned first-hand how to negotiate from her experiences in the courtroom and the boardroom. A respected mediator and "recovering" attorney, Swindling attended Harvard/MIT’s program on negotiation. She also spent years advising and coaching CEOs and key executives while chair at Vistage. Her engaging programs are based on original research and more than two decades of experience. Swindling is a frequent media guest and the author of more than 20 books.

Curt Tueffert

Curt Tueffert

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Aspiring Leaders Path: Servant Leadership: Building Your Community One Need at a Time

What is servant leadership, and how does it apply to you? This fast-paced workshop will examine the broader concept of leadership and leading your team, practical ways that leadership can meet your team's needs, and how to impact your community in a powerful way. Presenter Curt Tueffert will discuss the six basic human needs, along with other key identifiers to jumpstart servant-leadership momentum. You'll also look at strategic planning and tactical applications.

Knowledge level: Basic
Pre-requisites: None
No advance preparation is required.
CPE Field of Study: Personal Development

Continuing Education Information

Curt Tueffert

Curt Tueffert

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Curt Tueffert

Curt Tueffert is VP of sales development for DXP, a Houston-based industrial distributor. He is also an adjunct professor at the University of Houston and author of 5 Stones for Slaying Giants. His servant leadership extends into various community-based projects and ministries with yearly trips to Honduras. Tueffert's experience in building teams and leading people provide him with the insight and tenure to serve others above himself.

Kevin Tutt

Kevin Tutt

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Closing General Session: You Have the Power to Make a Difference

Kevin Tutt will demonstrate through stories and activities that we each possess the power to make a difference in the lives of those around us. The challenge comes in how we make that difference (negatively or positively) and how we determine whether we've achieved the results we're aiming for. Enjoy the energy, laughter, and inspiration of making a difference wherever you find yourself.

This session is not eligible for CPE credits.

Emerging Executives Path: Creating a Plan and Execution Executing Strategy

There are hundreds of catchy quotes out there encouraging you to set goals and reach for the stars. The reality is, many leaders do a good job of setting goals or creating a strategic plan but fail to create an execution strategy that gives daily direction toward the success of the plan; yet the plan is still reviewed 12 months later to see if the goals have been attained. This session will communicate the importance of goal setting and dive deep into action planning and daily/weekly evaluation to help maintain a consistent direction.

Knowledge level: Basic
Pre-requisites: None
No advance preparation is required.
CPE Field of Study: Management Services

Continuing Education Information

Kevin Tutt

Kevin Tutt

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Closing General Session: You Have the Power to Make a Difference

Kevin Tutt will demonstrate through stories and activities that we each possess the power to make a difference in the lives of those around us. The challenge comes in how we make that difference (negatively or positively) and how we determine whether we've achieved the results we're aiming for. Enjoy the energy, laughter, and inspiration of making a difference wherever you find yourself.

This session is not eligible for CPE credits.

Kevin Tutt

Kevin Tutt

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Emerging Executives Path: Creating a Plan and Execution Executing Strategy

There are hundreds of catchy quotes out there encouraging you to set goals and reach for the stars. The reality is, many leaders do a good job of setting goals or creating a strategic plan but fail to create an execution strategy that gives daily direction toward the success of the plan; yet the plan is still reviewed 12 months later to see if the goals have been attained. This session will communicate the importance of goal setting and dive deep into action planning and daily/weekly evaluation to help maintain a consistent direction.

Knowledge level: Basic
Pre-requisites: None
No advance preparation is required.
CPE Field of Study: Management Services

Continuing Education Information

Kevin Tutt

Kevin Tutt

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Kevin Tutt

Kevin Tutt is a master of generating enthusiasm. As cofounder of Tutt & Daggs, Corporate Speakers, he inspires and challenges audiences to shake up corporate complacency. Tutt emphasizes leaders’ contributions to the success of people around them. Organizations, associations and families can be transformed once individuals recognize they possess the power to make an impact and give more than they ever thought possible. Since 2006, Kevin has inspired, entertained, and helped advance a thousand organizations in commitment, positivity, attitude, change, and engagement. He has experience in healthcare and serving as an adjunct instructor at Abilene Christian University.