Virtual

  • Contains 1 Component(s) Recorded On: 12/08/2020

    Replay the DEI Signature Speaker Series hosted virtually on 12/8/2020 and discover how to advance your credit union's DEI journey.

    Many credit unions are making Diversity, Equity and Inclusion (DEI) an organizational priority. In this session of the MD|DC Credit Union Association's DEI Signature Speaker Series, discover the actionable steps your credit union can take to advance its DEI journey

    The topics covered include:

    Why Diversity and Inclusion is Good for Business

    • What are the values attached to an inclusive program
    • Addressing the regulatory & compliance questions around DEI

     

    Dispelling the Myths of DEI

    • Uncover the myths about DEI programs

     

    Roadmap to DEI

    • Discussion on population changes and the effects on membership base
    • Framework of how to incorporate a DEI initiative
    • Actionable steps your credit union can take


    Shelia Milton

    Vice President of Diversity, Equity & Inclusion

    UW Credit Union

    Sheila Milton is an accomplished Human Resource leader who develops innovative solutions that align culture and business objectives to build strong pipelines of diverse talent. In her current role as Director of Diversity, Equity and Inclusion (DEI) with UW Credit Union, Milton serves as an institutional resource focused on infusing DEI into all practices. Key responsibilities include promoting a culture of inclusion where all individuals can thrive, as well as partnering with senior leaders to implement DEI best practices in areas such as leadership, access, retention and advancement.

    Milton came to UW Credit Union from CUNA Mutual Group (CMG) where she served as the director of Talent Management. During her time at CMG, she created the Women’s Executive Leadership Institute and implemented a contemporary Learning Management System. Milton has also held Associate Director Human Resources positions at Kraft Heinz and Oscar Mayer.

    Milton served as a committee member to the Forum on Workplace Inclusion Program, a national conference that drives strategies for advancing diversity and inclusion in the workplace. She has also served on the Madison Area Diversity Roundtable Executive Steering Committee and as Best Practice Chair and frequently addresses the topic of DEI via ongoing industry events and speaking opportunities.

    Samira Salem

    Vice President of Diversity, Equity & Inclusion

    CUNA

    Samira has nearly 20 years of experience in international economic development, community development, policy research, and social finance.  She joined the Credit Union National Association (CUNA) in 2018 as a Senior Policy Analyst in the Research and Policy Analysis division.  Prior to joining CUNA, she worked for Forward Community Investments (FCI), a Madison-based community development financial institution (CDFI) that serves communities throughout Wisconsin.

    Earlier, Samira worked at the U.S. International Trade Commission in Washington D.C. where she was a Senior Trade Analyst for Labor and studied the impact of globalization on U.S. labor market outcomes. Prior to that, she had an eight-year tenure at Washington-based DAI where she was an international economic development specialist.  Samira earned her Ph.D. in Political Economy and Public Policy and her M.A. in Economics from the University of Southern California.


    Victor Miguel Corro

    CEO

    Coopera

    Víctor Miguel Corro is a senior executive with over 25 years of experience working in international and cross-cultural environments in the private and non-profit sectors. For nearly 4 years he has been at the helm of Coopera Consulting, a market analytics and cultural change consulting firm that engages organizations and prepares them to reach out and serve underserved market segments. Corro is co-founder and first Chair of the Credit Union DEI Collective, an expanding group within the credit union movement devoted to furthering DEI, a shared cooperative principle.

    Victor is a first-generation immigrant to the US and was born and raised in Panama. He came to study at the University of Wisconsin as a Fulbright Scholar. He has degrees in International Economics and Latin American Studies. He has worked in 90+ countries, is an avid photographer, serves on several boards, and currently lives in Wisconsin with his wife and two children.

  • Contains 3 Component(s)

    Replay the Small CU Roundtable hosted virtually on 2/10/21. In this session, speaker Amanda Thomas, Founder/President of TWO Score, shares competitive marketing tactics and strategies.

    Event Information
    Recorded: February 10, 2021

    71% of the credit union industry is considered "small" (under $100 million in assets). So how do you compete in a market where everything is changing and to stay up with the latest technologies and trends takes a massive budget?

    Hear from Amanda Thomas, Founder/President of Two Score, as she shares marketing tactics and other strategies you can employ to not only compete but thrive in the future.

    Amanda Thomas

    Founder/CEO

    Two Score LLC

    A credit union veteran, Amanda has many years of marketing experience in credit unions ranging in size from $37 million to $200 million in assets. Her unique approach to marketing and passion for organizational culture and employee engagement has made TwoScore a vital partner of many credit unions across the United States.Amanda is the recipient of many state and national awards, including the Ohio Credit Union League Cutting Edge Marketing Brilliance Award, Trailblazer 40 Below, Crash the GAC, Crash Big.Bright.Minds and she was a finalist in the 2011 CUES Next Top Credit Union Exec competition.When she's not busy helping credit unions succeed, you can find her reading history books, watching her beloved Kentucky Wildcats basketball team, trying out a gourmet recipe, or planning her next travel adventure. As you may have guessed, she’s a bit of a Francophile! Don't be surprised if you also see her speaking outside of credit unions, sharing her love of marketing, culture, and leadership with others.

    Cancellation Policy 

    Live events
    To cancel registration for a live event, the registrant must send an email to Chrystal Hunter, Training and Events, at chunter@mddccua.org. If the cancellation email is received 7 or more days before the live event, a refund or credit will be made minus a 30% cancellation fee. No refunds or credits will be made if the cancellation email is received within 6 days of the live event. 

    Self-study Courses and Recordings
    To cancel registration for a self-study program or recording, a refund or credit will be made if course component has never been viewed or accessed by registrant. No refunds or credits will be made if the course component has been viewed or accessed. 

    Training Discount

    Financial assistance is available for credit unions with less than $150 million in assets through training grants provided by the CU Foundation of MD|DC. 

    Approved awardees will receive their training grant as a REIMBURSEMENT upon successful completion of the program. Certification verification demonstrating completion of the program is required to receive the grant. Eligible credit unions may receive up to $2,000 annually.  Funds are limited. 

    To apply, please visit: www.cufound.org/training

  • Contains 1 Component(s) Recorded On: 02/24/2021

    Replay the DEI Signature Speaker Series hosted virtually on 2/24/21. In this session, thought-leaders and industry experts address how to put DEI goals into action.

    Top experts on Diversity, Equity and Inclusion join the MD|DC Credit Union Association's DEI Signature Speaker Series to offer thought-provoking insights on how to put DEI goals into action.

    The topics covered include:

    Multicultural Consumers

    • New Business opportunities for serving a diverse membership
    • Understanding the demographics of your credit union location
    • A look into what products diverse members are looking for
    • How to better serve underserved populations

    Strategic Intervention

    • Recruiting a more diverse workforce
    • Providing the tools to hire and retain diverse employees 
    • Importance of representation at all levels (Boards and C-Suite)

    Inclusive Thinking

    • The motivations behind our beliefs
    • Understanding and overcoming our biases
    • Being aware of our conversations in the workplace

    The MD|DC Credit Union Association is committed to bringing you experts in the field of Diversity, Equity & Inclusion to help foster an environment of learning and exploration. 

    Jill Nowacki

    President/CEO

    Humanidei

    Jill Nowacki started her career with credit unions in 2001. She has taken on leadership roles at credit unions and state and national trade associations, including serving as the President/CEO of the Credit Union League of Connecticut. In 2019, Jill founded Humanidei, a people operations firm that helps credit unions build inclusive cultures that attract, develop, and retain top talent—from the front line through the Board of Directors. 

    By strategically addressing the value of human capital, credit unions can create environments where people bring their best, authentic selves to work; resulting in diversity in thought, increased innovation, stronger succession planning, and ultimately: Relevant, growing credit unions that expand the economic capacity of the members and communities they serve.  

    Throughout her career, Jill has worked with credit union leadership across the country to introduce business and human capital strategies that lead to growth. She is a sought-after speaker and thought leader on the topics of leadership, diversity, and strategic planning. 

    Jill holds a Master’s in Public Administration from the University of Montana and a Bachelor’s Degree in Communication and Public Relations from Carroll College (Helena, Montana). She is a certified International Credit Union Development Educator, a Certified Association Executive (CAE), and a Certified Diversity Executive (CDE). 

    Opal Tomashevska

    Director, Multicultural Business Strategy

    CUNA Mutual Group

    Opal joined CUNA Mutual Group in 2014. She brings more than 18 years of professional experience in training, optimization, organizational development, and business leadership in roles at SITEL, Dean Health, and American Family Insurance. Her current role as Director of the Multicultural Center of Expertise (MCOE) is dedicated to leading and advancing the efforts of the MCOE team. The MCOE exists to help CUNA Mutual Group understand multicultural consumers, identify business opportunities, develop action plans, and execute those plans to serve more customers and generate substantial business growth.

    Opal received her bachelor’s in Psychology from the University of Wisconsin-Parkside and a Master of Science in Organizational Development from Edgewood College. In 2020 she was named as one of Wisconsin’s 51 most influential Black Leaders by Madison365 Media.

    Dr. Ed Hasan

    Adjunct Professor

    Georgetown University School of Continuing Studies

    Ed Hasan is the CEO of Kaizen Human Capital, an evidence-based organizational development, coaching, and training firm. Additionally, he is an Adjunct Professor at Georgetown University and a Subject Matter Expert and Instructor for the Society for Human Resource Management. He is a frequent speaker on workplace diversity and inclusion, culture, and leadership. 

    Dr. Ed was recognized as one of George Mason University’s Prominent Patriots in Business, exemplifying his engagement as a well-rounded scholar and a person prepared to act through innovation. He was a recipient of Georgetown University’s Outstanding Faculty Award, which recognized him as a consummate professor and a role model for inclusive excellence. 

    Dr. Ed received a doctoral degree in education from the University of Southern California, where his research focus was religious inclusion in the workplace. He received his MBA from the University of Scranton and a BS in Decision Sciences & Management Information Systems from George Mason University. He is a SHRM Senior Certified Professional (SHRM-SCP), holds the SHRM Inclusive Workplace Specialty Credential, and is a Certified Senior Professional in Human Resources (SPHR).

  • Contains 1 Component(s) Recorded On: 04/06/2021

    Replay the DEI Signature Speaker Series hosted virtually on 4/6/21 which offers insight into how to build a more inclusive workplace for LGBTQ+ individuals.

    Find out how to create a more inclusive work environment where LGBTQ+ individuals feel welcome, safe, heard and valued.

    You will gain insight on:

    Making a Difference

    • Breakdown of LGBTQ+ Terms and Definitions
    • Pronouns and what they mean
    • CFPB Policy affecting LGBTQ+

     Creating an Inclusive Work Environment 

    • How to be more inclusive
    • How to be an ally within the workforce
    • Employee engagement and resource groups
    • CU Pride - creating change



    Abigail Churchill

    Product Management Consultant

    CUNA Mutual Group

    Abby Churchill (she/her) is a product management consultant with CUNA Mutual Group and an adjunct professor at the University of Wisconsin Law School. She is also the founding director of Trans Law Help Wisconsin, a pro bono legal project dedicated to providing legal information and resources to transgender and nonbinary individuals across the state of Wisconsin and beyond. Through her work with Trans Law Help Wisconsin, she has been hosting quarterly name and gender marker change clinics around Wisconsin (and now virtually) since 2016. She has provided a wide variety of trainings generally focused on the unique legal issues impacting transgender and nonbinary communities to many different types of audiences, including lawyers, law firm staff, conference attendees, executives, students, healthcare professionals, community members, and more. In her work with CUNA Mutual Group, Abby hosts frequent LGBTQ+ inclusion trainings for internal teams and credit unions alike, and as a member of the LGBTQ+ employee resource group’s leadership team, she often consults with various business areas on opportunities for the business to continue to include and engage transgender and nonbinary communities across the country. 

    Abby is a “double Badger,” having graduated from the University of Wisconsin-Madison for both her undergraduate and graduate studies. She received a Bachelor of Arts in Gender and Women’s Studies and Sociology in 2009, then served two years with the Americorps VISTA program. After Americorps, Abby worked as a paraprofessional in an elementary school in Colorado, then started her law school career at Golden Gate University in San Francisco. Between her first and second year in law school, she transferred to the University of Wisconsin Law School and graduated with her Juris Doctorate in 2015. 

    In 2018, Abby was awarded the Legal Innovators Award from the State Bar of Wisconsin and was an ATHENA Young Professional Award nominee. She is a co-author in the State Bar of Wisconsin publication, Changing Times, Changing Law: LGBTQ Issues, has presented for a State Bar seminar and webcast, and has written several articles for Our Lives magazine.

    Zach Christensen

    Director of Diversity, Equity and Inclusion & Digital Services

    Mitchell Stankovic & Associates

    Zach Christensen (he/him/his) is an executive leader with both strategic and technical skills. As a digital marketer, video and virtual engagement producer and credit union fanatic, he has quickly shifted to a virtual environment ensuring execution of initiatives for both his organization and clients. He is the director of diversity, equity and inclusion & digital services at Mitchell Stankovic & Associates driving change in leadership, DEI and strategic planning in this new world. Zach’s volunteer work includes several advisory and leadership roles: Co-founder and director of CU Pride, the first and only industry-wide LGBTQ+ association for credit union professionals for education and engagement within the community. The World Council of Credit Unions premier programs, Global Women’s Leadership Network and World Young Credit Union Professionals.

  • Contains 5 Component(s) Recorded On: 06/24/2021

    Replay the DEI Signature Speaker Series hosted virtually on 6/24/21. In this session, panelists take a look at the state of women in the workforce and provide insight on how credit unions can help minimize the inequality gap.

    Event Information
    Recorded: June 24, 2021

    The challenges women face in the workplace were exacerbated by the pandemic, with the greatest impact on mothers and those who have been historically marginalized. The panelists in the MD|DC Credit Union Association's DEI Signature Speaker Series, take a look at the state of women in the workforce and provide insight on how credit unions can help minimize the inequality gap.    

    This session covers:

    • Trends affecting female professionals and volunteers
    • How COVID amplified obstacles for women in the workplace
    • What you can do about inequities today
    • How organizations can reinvent the workplace to better support women
    • How to overcome resource constraints to effect workplace change


    Sarah Cooke

    Principal

    Cooke Consulting Solutions

    Sarah has more than 20 years of experience in the credit union community, more recently as publisher and editor-in-chief of Credit Union Times, leading the publication to two consecutive years of record revenue, profits and readership. She also serves as Vice Chair at $632M APL FCU and founding co-chair of the Capital Region Sister Society of WOCCU’s Global Women’s Leadership Network.

    Sarah holds an MBA and a Bachelor of Arts in political science with a minor in journalism. 

    Folio Top Women in Media, 2015
    ALM Media’s Manager of the Year, 2015

    Renée Sattiewhite

    President and CEO

    African-American Credit Union Coalition (AACUC)

    Renée Sattiewhite is the President and CEO of the African-American Credit Union Coalition (AACUC) and is responsible for the execution of the strategic vision of the Board of Directors. With over 30 years in the world of finance, she started her career as a Teller Trainee for City National Bank in Beverly Hills, California. She quickly moved up the ranks with various positions including Bank Officer.

    She has been associated with credit unions for over 25 years and was the first Internship Program Director for the AACUC. Renee’s background is in training and marketing, specializing in Customer Service, Effective Communication, Board Development, Team Building and Strategic Planning.
    Renée is a former Instructor for Spelman College’s Continuing Education Department, a Facilitator for United Way of Greater Atlanta’s VIP Board Development Program and a graduate of Oglethorpe University with a B.A. in Communications. She is credited for giving organizations a “new look” in the areas of customer satisfaction, employee relations, and marketing materials.

    She is a certified diversity professional, a credit union development educator, motivational speaker, an executive coach, mentoring trainer, and assists organizations with marketing campaigns.

    Renee is also a proud Board Member of the World Council of Credit Unions Foundation and a Master Trainer for the United Way of Atlanta's VIP Board Development Program.

    Alison Carr

    Chief Strategy Officer

    Your Credit Union Partner

    Alison currently serves as Chief Strategy Officer for Your Credit Union Partner. In this capacity she supports: Community Development & Outreach Initiatives, Business Development, Speaking/Training Engagements, Strategic Partnerships and serves as a general Goodwill Ambassador for Your Credit Union Partner.

    Ms. Carr’s experience includes work at the State and National Trade Association level, as well as natural person credit unions ranging is assets from $50 million to $500 million, working in areas of Business Development/Marketing, Community Development, and Human Resources & Training. Most recently she served as Membership and Outreach Officer for the National Federation of Community Development Credit Unions. Previously, Alison served as the Director of Learning Events for the Credit Union National Association, Madison, Wisconsin. Prior to joining CUNA, Ms. Carr was the Vice President of Corporate Development for Point West Credit Union in Portland, OR. While at Point West she provided oversight to the credit union's human resources and training functions, including employee recruitment, compensation, and employee relations, with an emphasis on staff training & development and strategic planning. Through the credit union, she was actively involved with community outreach, developing partnerships with special emphasis on Hispanic and financial literacy initiatives. 

    Prior to working for Point West Credit Union, Alison was the Director of Education & Training for six years for the Credit Union Association of Oregon. She also served on the board of CUWA, a Portland-based credit union professional organization, and on the statewide steering committee for the Oregon Chapter of the National Jump$tart Coalition.

  • Contains 2 Component(s)

    Leadership requires the ability to understand oneself as well as the needs of others and recognize how our behaviors and preferences impact those we lead. This program is designed to build self-awareness, self-reflection, and confidence as employees prepare for management and leadership roles.

    We are excited to offer an additional Group Coaching Program to dive deeper into your learning from the Future Leader Program. This program will provide another level of support as you implement what you learned through the leadership program, so you get amazing results in your leadership. Through this group coaching, you will overcome challenges and gain fresh ideas for implementing the new strategies you've learned.

    The Group will meet on video calls for 75 minutes during the months of March - August, for a total of six meetings. The group will be led by Envision Excellence's Executive Coach and Leadership Consultant, Desiree Musselman. This additional program can be added onto your Exceptional Leaders Program for just $575.
    All sessions are from 9:30 am - 11:00 am EST.

    • March 10
    • April 14
    • May 12
    • June 9 
    • July 14
    • August 11

    image

    About the Speaker

    Desiree Musselman is a leadership coach and professional trainer with Envision Excellence who works with new and mid-level leadership.

    Desiree has designed full leadership development programs for existing and upcoming leaders focusing on soft skills, including emotional intelligence, communication skills, team dynamics, and work/life integration.

    Desiree holds two professional coaching certifications from the Integrated Wellness Academy and Institute for Professional Excellence in Coaching (iPEC). She is also certified in the Energy Leadership Index (ELI) Assessment and ELI 360.

  • Contains 5 Component(s) Recorded On: 03/15/2022

    In this session, Compliance Director, Andre Lucas provides the information you need to ensure your training requirements have been met before your examiner walks in the door.

    Event Information
    March 15, 2022 | 9 am - 10:30 am EST

    Satisfy your annual BSA update training requirements for credit union volunteers. NCUA and state examiners are committed to enforcing the Bank Secrecy Act (BSA), so complying with the regulation should be a top priority for every credit union. Get the information you need to ensure your training requirements have been met before your examiner walks in the door. Attendees will take a close look at the requirements of MSA and the Customer Identification Program (CIP); receive an overview of the Office of Foreign Assets Control (OFAC) and the PATRIOT Act; review policy requirements and examples of noncompliance; identity the penalties that regulators could potentially impose on your credit union; review CTR and SAR filing requirements and much more.

    Participants will:
    • Learn how the five pillars of BSA need to be implemented with appropriate policies and procedures to effectively manage compliance
    • Learn the importance of identifying, understanding and mitigating money laundering risks
    • Learn about the latest updates to CDD rules and beneficial owners
    • Learn about monitoring to complete Currency Transaction Reports and Suspicious Activity Reports
    • Learn how the roles of FinCEN, FAC and the USA Patriot Act impact your credit union
    • Learn the importance of customer due diligence
    • Review and discuss money laundering techniques
    • Learn penalties and enforcement actions for non-compliance

    Earn Continuing Professional Education Credits!

    MD|DC Credit Union Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

    Participants will earn 1.0 CPE credit
    In order to be awarded the full credit hour, you must be present for at least 50 minutes and participate by answering prompted questions related to the content presented by the instructor.

    Field of Study: Specialized Knowledge

    Additional Information

    Prerequisites: None

    Who should attend: Credit union board of directors and supervisory committee members/volunteers.

    Advanced Preparation: None

    Program Level: Basic Delivery

    Delivery Method: Group Internet Based

    Cancellation Policy

    To cancel a registration, the attendee must send request in writing by email to the Training and Education department at chunter@mddccua.org. If the cancellation email is received 7 or more days before the scheduled session, a refund or credit will be made.

    No refunds or credits will be made if the cancellation email is received within 6 days of the training session. For more information regarding MD|DC CUA training policies, including cancellation or complaints, please contact Chrystal Hunter, Training & Events Manager at
    443-325-0772.

    Andre Lucas (Moderator)

    Director of Compliance

    MD|DC Credit Union Association

    André Lucas is Director of Compliance at the Maryland & District of Columbia Credit Union Association. André began his career in the financial industry as a Loan Officer/Collector with American Finance Company in 1977. Spending a large portion of his workweek collecting in the field, André quickly became recognized for his strong ability to collect face-to-face and recover collateral.

    André began his credit union career as a Collection Officer with Pentagon Federal Credit Union in January 1984. In July 1986, he accepted the position of Collections Manager with CommonWealth One Federal Credit Union (formerly AMC FCU) in Alexandria, Virginia. During his twenty years there, André was one of the first elected officers for the Capital Area Collection Managers Roundtable Group, serving as the first Chairman from 1995 through 1998, Vice Chairman in 2000, and again as the Chairman in 2001 and 2002. His involvement with the roundtable also led him to Chair the committee that provides assistance and collections training to small credit unions.

    André’s current responsibilities include active involvement in consulting with affiliated credit unions on operational issues, policies and procedure development, and federal and state compliance issues. André also provides training in the areas of Bank Secrecy Act (BSA) and Collections and conducts on-site BSA testing/reviews for affiliated credit unions.

    Originally from Washington, DC, Andre holds CUNA's Certified Credit Union Compliance Expert (CUCE) and BSA Compliance Specialist (BSACS) designations.

    Cancellation Policy 

    Live events
    To cancel registration for a live event, the registrant must send an email to Chrystal Hunter, Training and Events, at chunter@mddccua.org. If the cancellation email is received 7 or more days before the live event, a refund or credit will be made minus a 30% cancellation fee. No refunds or credits will be made if the cancellation email is received within 6 days of the live event.  

    Self-study Courses and Recordings
    To cancel registration for a self-study program or recording, a refund or credit will be made if course component has never been viewed or accessed by registrant. No refunds or credits will be made if the course component has been viewed or accessed. 

    Training Discount

    Financial assistance is available for credit unions with less than $150 million in assets through training grants provided by the CU Foundation of MD|DC. 

    Approved awardees will receive their training grant as a REIMBURSEMENT upon successful completion of the program. Certification verification demonstrating completion of the program is required to receive the grant. Eligible credit unions may receive up to $2,000 annually.  Funds are limited. 

    To apply, please visit: www.cufound.org/training

  • Contains 1 Component(s)

    The most successful leaders have the ability to monitor their own feelings as well as the emotions of others and use this information to guide their thinking and actions. Join us in this interactive session that will provide you with personal feedback and strategies for high-impact leadership.

    Event Information
    October 18, 2023 | 9:00 am - 12:00 pm

    Overview
    Emotional intelligence is the ability to perceive, control, and evaluate emotions. The most successful leaders have the ability to monitor their own feelings as well as the emotions of others and use this information to guide their thinking and actions. Emotional intelligence has been proven to be a key indicator in human performance and development potential.

    Participants in this interactive and engaging workshop will complete the EQ-i 2.0 assessment--the first scientifically validated emotional intelligence tool in the world. Each leader will receive a confidential personalized report that includes results of their emotional intelligence on 16 elements, a customized and detailed summary of each element with tailored suggestions for improvement, and an action plan and development guide. We will spend the session debriefing the assessment to give leaders a clear understanding of their current emotional intelligence as well as how they can leverage their strengths and identify areas for development to improve their emotional intelligence over time.

    Organizations that have used the EQ-1 2.0 with their leadership team have reported increased performance, higher profits, improved customer satisfaction, decreased attrition rates, and a decrease in training costs.

    Join us in this interactive session that will provide you with personal feedback and strategies for high-impact leadership.

    Targeted Audience
    Suitable for executives, directors, managers, supervisors, and employees being developed for a leadership role

    Assessment
    Participants will need to take the assessment at least three days before the workshop. Assessment instructions will be sent by program facilitator through email.

    image

    Laurie Maddalena is CEO of Envision Excellence, a leadership development consulting firm that provides leadership development programs for managers and executives, executive and leadership coaching, management training, Myers-Briggs facilitation, Emotional Intelligence surveys and leadership assessments. Laurie has been personally mentored by Jack Canfield, author of The Success Principles, and is a certified Success Principles Trainer. 

    Laurie is a member of the National Speakers Association (NSA), and is a Certified Speaking Professional (CSP), a designation earned by less than 15% of speakers worldwide. She writes a monthly online column for next generation leaders for CUES, is a contributing writer on leadership for The Huffington Post and CUInsight and has published articles in Credit Union Management.

    Laurie has worked directly with Brené Brown, a bestselling author and researcher, and is a certified Dare to Lead facilitator.

    Prior to establishing her own coaching and consulting business, Laurie served as Vice President of Human Resources/Organizational Development at Montgomery County Teachers Federal Credit Union (MCT). Under Laurie’s leadership, MCT was awarded the “Excellent Place to Work” designation by the Maryland Work Life Alliance for seven years in a row.

    Laurie earned a Master of Business Administration (MBA) degree and a Master of Science degree in human resources/organizational development from The University of Maryland, University College. She also earned a bachelor’s degree in speech communication from Syracuse University. Laurie is a certified executive coach through The Coaches Training Institute and completed team and organizational coaching training through The Center for Right Relationship and Team Coaching International.

    Laurie lives in Maryland with her husband, Rino, and their three young children, Olivia, Luca, and Clara. She is a culinary enthusiast, avid reader, cappuccino lover, and enjoys a nice glass of Cabernet.

    Pricing    Deadline
    $450September 27, 2023 (Registration Closes)


    Cancellation Policy
    To cancel a registration, the registrant must send an email to Chrystal Hunter, Training and Events, at chunter@mddccua.org. If the cancellation email is received 7 or more days before the event, a refund or credit will be made minus a 30% cancellation fee. No refunds or credits will be made if the cancellation email is received within 6 days of the live event.  

    Self-study Courses and Recordings
    To cancel registration for a self-study program or recording, a refund or credit will be made if the course component has never been viewed or accessed by the registrant. No refunds or credits will be made if the course component has been viewed or accessed. 

    Training Discount
    Financial assistance is available for credit unions with less than $150 million in assets through training grants provided by the CU Foundation of MD|DC. 

    Approved awardees will receive their training grant as a REIMBURSEMENT upon successful completion of the program. Certification verification demonstrating completion of the program is required to receive the grant. Eligible credit unions may receive up to $2,000 annually.  Funds are limited. 

    To apply, please visit: www.cufound.org/training

  • Contains 1 Component(s)

    This program is designed to build self-awareness, self-reflection, and confidence as employees prepare for management and leadership roles. Participants will leave this program with a deeper understanding of their strengths and development opportunities, and the impact their style has on others, so they can lead in a way that cultivates compassion, empathy, peak performance, and results.

    Event Information
    March 1, 2023 - May 24, 2023 | 9:00 am - 12:00 pm

    Overview
    Leadership requires the ability to understand oneself as well as the needs of others and recognize how our behaviors and preferences impact those we lead. This program is designed to build self-awareness, self-reflection, and confidence as employees prepare for management and leadership roles. 

    Participants will leave this program with a deeper understanding of their strengths and development opportunities, and the impact their style has on others, so they can lead in a way that cultivates compassion, empathy, peak performance, and results.

    Topics include:
    • Module 1: Principles of Modern Leadership 
    • Module 2: Leading Through Strengths (includes StrengthsFinder assessment)
    • Module 3: Myers-Briggs Type Indicator Assessment: Understanding Preferences and Work Style
    • Module 4: Crafting Your Leadership Brand & Values-Based Leadership
    • Module 5: Leading with Emotional Intelligence (includes personalized assessment)
    • Module 6: Managing & Influencing Key Relationships 
    • Module 7: Elevating Success: Principles for Personal and Professional Success
     
    Program pricing includes three leadership assessments, handouts, and the book, The Five Levels of Leadership by John Maxwell.

    Program Schedule
    Wednesday, March 1, 2023 | 9 am - 12 pm
    Wednesday, March 15, 2023 | 9 am - 12 pm
    Wednesday, March 29, 2023 | 9 am - 12 pm
    Wednesday, April 19, 2023 | 9 am - 12 pm
    Wednesday, May 3, 2023 | 9 am - 12 pm
    Wednesday, May 17, 2023 | 9 am - 12 pm
    Wednesday, May 24, 2023 | 9 am - 12 pm

    Targeted Audience
    This program is ideal for high-potential employees, future leaders of the organization, new supervisors, and employees who are tapped for management or leadership roles in one to five years. This program is also suitable for current leaders who can benefit from a better understanding of how their management style impacts others.

    Pre-Program Assignment
    Pre-work will be sent by email from the program facilitator two weeks before the start of the program.

    Assessment
    Each participant will complete the StrengthsFinder assessment after the first session.

    Future Leader Group Coaching
    We are excited to offer an additional Group Coaching Program to dive deeper into your learning from the Future Leader Program. This program will provide another level of support as you implement what you learned through the leadership program, so you get amazing results in your leadership. Through this group coaching, you will have the opportunity to reinforce the leadership principles, overcome challenges, and receive support implementing the strategies from the program.

    The Group will meet on video calls for 75 minutes during the months of September - December, for a total of seven meetings. The group will be led by Envision Excellence's Executive Coach and Leadership Consultant, Desiree Musselman. 

    This additional program can be added to your Future Leaders Program for just $575. Click to learn more and register!

    image

    Laurie Maddalena is CEO of Envision Excellence, a leadership development consulting firm that provides leadership development programs for managers and executives, executive and leadership coaching, management training, Myers-Briggs facilitation, Emotional Intelligence surveys and leadership assessments. Laurie has been personally mentored by Jack Canfield, author of The Success Principles, and is a certified Success Principles Trainer. 

    Laurie is a member of the National Speakers Association (NSA), and is a Certified Speaking Professional (CSP), a designation earned by less than 15% of speakers worldwide. She writes a monthly online column for next generation leaders for CUES, is a contributing writer on leadership for The Huffington Post and CUInsight and has published articles in Credit Union Management.

    Laurie has worked directly with Brené Brown, a bestselling author and researcher, and is a certified Dare to Lead facilitator.

    Prior to establishing her own coaching and consulting business, Laurie served as Vice President of Human Resources/Organizational Development at Montgomery County Teachers Federal Credit Union (MCT). Under Laurie’s leadership, MCT was awarded the “Excellent Place to Work” designation by the Maryland Work Life Alliance for seven years in a row.

    Laurie earned a Master of Business Administration (MBA) degree and a Master of Science degree in human resources/organizational development from The University of Maryland, University College. She also earned a bachelor’s degree in speech communication from Syracuse University. Laurie is a certified executive coach through The Coaches Training Institute and completed team and organizational coaching training through The Center for Right Relationship and Team Coaching International.

    Laurie lives in Maryland with her husband, Rino, and their three young children, Olivia, Luca, and Clara. She is a culinary enthusiast, avid reader, cappuccino lover, and enjoys a nice glass of Cabernet.

    Pricing    Deadline
    $2,370   November 9, 2022 (Early Bird)
    $2,495February 22, 2023 (Registration Closes)


    Cancellation Policy
    To cancel a registration, the registrant must send an email to Chrystal Hunter, Training and Events, at chunter@mddccua.org. If the cancellation email is received 7 or more days before the event, a refund or credit will be made minus a 30% cancellation fee. No refunds or credits will be made if the cancellation email is received within 6 days of the live event.  

    Self-study Courses and Recordings
    To cancel registration for a self-study program or recording, a refund or credit will be made if the course component has never been viewed or accessed by the registrant. No refunds or credits will be made if the course component has been viewed or accessed. 

    Training Discount
    Financial assistance is available for credit unions with less than $150 million in assets through training grants provided by the CU Foundation of MD|DC. 

    Approved awardees will receive their training grant as a REIMBURSEMENT upon successful completion of the program. Certification verification demonstrating completion of the program is required to receive the grant. Eligible credit unions may receive up to $2,000 annually.  Funds are limited. 

    To apply, please visit: www.cufound.org/training

  • Contains 1 Component(s)

    This virtual workshop for supervisors, managers, and executives is focused on the DiSC Management personality profile. The Everything DiSC Management Profile offers participants insight into their strengths and challenges as managers, and how to adapt their style to meet the needs of the people they manage—making them more effective managers.

    Event Information
    February 16, 2023 | 9:00 am - 12:00 pm

    Overview
    This is a fantastic opportunity for developing your leaders and team led by Laurie Maddalena. This virtual workshop for supervisors, managers, and executives is focused on the DiSC Management personality profile. 

    The Everything DiSC Management Profile offers participants insight into their strengths and challenges as managers, and how to adapt their style to meet the needs of the people they manage—making them more effective managers. In this 27-page profile, participants will:

    • Discover their DiSC management style
    • Explore strategies for effectively directing and delegating
    • Learn to create motivating environments
    • Deepen their ability to develop others based on each individual’s potential
    • Improve their working relationship with their own manager
     
    Participants deepen their understanding of themselves, their direct reports, and their own managers using the DiSC model, while learning how their management style influences their approach to decision-making, time management, and problem-solving. Participants walk away with concrete strategies to help them adapt to the styles of their direct reports, enabling them to bring out the best in their people.

    Each participant will receive a personalized DiSC profile report and learn how to create actionable changes in the workshop.

    Targeted Audience
    Suitable for executives, directors, and managers

    Assessment
    Participants will need to take the assessment at least five days before the workshop. Assessment instructions will be sent by the program facilitator through email.

    image

    Laurie Maddalena is CEO of Envision Excellence, a leadership development consulting firm that provides leadership development programs for managers and executives, executive and leadership coaching, management training, Myers-Briggs facilitation, Emotional Intelligence surveys and leadership assessments. Laurie has been personally mentored by Jack Canfield, author of The Success Principles, and is a certified Success Principles Trainer. 

    Laurie is a member of the National Speakers Association (NSA), and is a Certified Speaking Professional (CSP), a designation earned by less than 15% of speakers worldwide. She writes a monthly online column for next generation leaders for CUES, is a contributing writer on leadership for The Huffington Post and CUInsight and has published articles in Credit Union Management.

    Laurie has worked directly with Brené Brown, a bestselling author and researcher, and is a certified Dare to Lead facilitator.

    Prior to establishing her own coaching and consulting business, Laurie served as Vice President of Human Resources/Organizational Development at Montgomery County Teachers Federal Credit Union (MCT). Under Laurie’s leadership, MCT was awarded the “Excellent Place to Work” designation by the Maryland Work Life Alliance for seven years in a row.

    Laurie earned a Master of Business Administration (MBA) degree and a Master of Science degree in human resources/organizational development from The University of Maryland, University College. She also earned a bachelor’s degree in speech communication from Syracuse University. Laurie is a certified executive coach through The Coaches Training Institute and completed team and organizational coaching training through The Center for Right Relationship and Team Coaching International.

    Laurie lives in Maryland with her husband, Rino, and their three young children, Olivia, Luca, and Clara. She is a culinary enthusiast, avid reader, cappuccino lover, and enjoys a nice glass of Cabernet.

    Pricing    Deadline
    $429   December 31, 2022 (Early Bird)
    $479February 9, 2023 (Registration Closes)


    Cancellation Policy
    To cancel a registration, the registrant must send an email to Chrystal Hunter, Training and Events, at chunter@mddccua.org. If the cancellation email is received 7 or more days before the event, a refund or credit will be made minus a 30% cancellation fee. No refunds or credits will be made if the cancellation email is received within 6 days of the live event.  

    Self-study Courses and Recordings
    To cancel registration for a self-study program or recording, a refund or credit will be made if the course component has never been viewed or accessed by the registrant. No refunds or credits will be made if the course component has been viewed or accessed. 

    Training Discount
    Financial assistance is available for credit unions with less than $150 million in assets through training grants provided by the CU Foundation of MD|DC. 

    Approved awardees will receive their training grant as a REIMBURSEMENT upon successful completion of the program. Certification verification demonstrating completion of the program is required to receive the grant. Eligible credit unions may receive up to $2,000 annually.  Funds are limited. 

    To apply, please visit: www.cufound.org/training