Moving Forward Together: Time for Action

Day Two of Convention focuses on positive transformational change

President/CEO Ron McLean kicked off Day Two of the Cooperative Credit Union Association’s first virtual Convention with a light-hearted look at the world of virtual meetings that have taken over our lives since the COVID-19 pandemic started. Whether through MicroSoft Teams, Zoom, or our own Ring Central platform – we’ve all been in one of ‘THOSE ‘meetings, the one that spends 15 minutes or more just trying to get everyone in sync.

Keynote speaker Dr. Kevin Elko is a nationally renowned performance consultant for professional sports teams and athletes and is a Fortune 1000/Author. He noted the need for successful leaders to practice positive self-talk, incorporating the philosophy of  “So what? Now what?” – knowing that all outcomes are designed for their own betterment. As Elko stated, believing that “Nothing happens to me – everything happens for me” will keep our credit unions moving forward. He also provided his Top Ten motivational quotes for credit unions leaders.

David Reed, Partner at Reed and Jolly, PLLC, encouraged session-goers to “adjust their filters and appreciate change.” He noted the huge changes that everyone has gone through over the past eight months should not be underestimated. Comparing people’s reaction to change to the stages of grief, Reed noted that change is inevitable and will occur either “through desperation or inspiration.”

Wipfli’s Alison Herrick and Robert Zondag led a robust discussion on new adaptive models and tools designed to move credit unions from an ‘as is’ state to a ‘to be’ state – moving from traditional event-driven strategic planning into an adaptive, ongoing process. The pair broke strategic planning into relatable steps that credit unions can employ to move to transformational planning.

Sean Carter, President/CEO of NEACH and NEACH Payments Group, explored the rapid evolving changes in the payments eco-system. He noted that advancements in payments technology are conditioning consumers to discount the roll their credit union plays in completing the transaction. Carter shared the top payment trends and the importance of understanding the needs/wants of their members.  

The time for credit unions to embrace diversity, equity and inclusion is now, and credit union leaders and employees who may feel overwhelmed by the idea of implementing a comprehensive DEI program received recommendations for action steps from a dynamic group of industry experts. Opal Tomashevska, Director of Multicultural Center of Expertise, CUNA Mutual Group; Pablo DeFilippi Senior Vice President, Membership and Network Engagement, Inclusiv; Renee Sattiewhite President/CEO, African-American Credit Union Coalition; and Samira Salem VP of Diversity, Equity & Inclusion, Credit Union National Association (CUNA), joined McLean for the second in an ongoing DEI series presented by the CCUA. The group noted that credit unions can create real, meaningful, transformative and sustained change through application of their foundation of cooperative principles.

Congratulations to Day Two Door Prize Winners:

  • Annette Garofalo, Priority Plus Federal Credit Union
  • Maureen Montecalvo, Tewksbury Federal Credit Union
  • Maurice Dawkins, American Spirit Federal Credit Union
  • Mark Warner, Triangle Credit Union
  • James Fredyma, New Hampshire Federal Credit Union

Convention Ends Today
Be sure to join your friends and colleagues as we celebrate ‘The Best of the Best’ with our Awards of Excellence presentation, and get inspired by Ben Nemtin to ‘Make the Impossible Possible.”

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