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Leading in Times of Change

Oct 06 8:45 AM - Oct 08, 2020 11:30 AM
Oct 06, 2020 8:45 AM - 11:30 AM
Leading in Times of Change

Leaders are called on to make decisions, set the vision, inspire their team and be nimble and responsive to a changing environment. However, what we typically mean when we say "change" has been thrown on its head this year. Change has taken on a new meaning and become CHANGE.

The acute emergency response has passed, but the changes have not. Change continues. What now? How to lead with so many future unknowns?

We'll help formal and informal leaders of all levels address that question by looking at several key areas:

  1. Opportunity
  2. Coaching skills
  3. Diversity, equity and inclusion
  4. Innovation
  5. The economy
  6. Growth & improvement


October 6


8:45 – 9:00 am

Get Connected: Coffee & Networking


9:00 – 10:00 am

Opportunity in Crisis – Amy Downs, President/CEO | Allegiance CU

Learn how to rebuild and transform a credit union after a deadly explosion nearly destroys it, literally. Amy shares her story as an Oklahoma City bombing survivor and the steps taken to improve her credit union by 400%. In this session, she discusses personal life lessons, rebuilding, and her transition formula on growing her credit union.


10:00 – 10:30 am 




10:30 – 11:30 am

A. Coaching Skills for Winning Managers – Rory Rowland, Consultant | Speaker | Author

Studies show that up to 75% of communication is ignored, misunderstood, or forgotten. Come learn how to excel at your communication skills, leadership, and management role and discover how to build a team that works together for common goals. Hear how to coach and motivate your team to be committed to success. Don’t miss this action- and solution-focused workshop and learn the secrets to becoming an excellent coaching manager. What you can expect to learn: Techniques to effectively coach, saying goodbye to “shoulda, woulda, and coulda” coaching; How to motivate your team and the value of intrinsic motivation; Leadership skills that make a difference; How to prevent resistance with a simple training technique;  How to confront challenges before they become real problems; The Pygmalion Effect and if it is standing between you and your success; Coachable moments that make a difference; and How to leave a legacy. 

B. Business Case for Diversity, Equity & Inclusion – Cedric Thurman, SVP, Chief Diversity Officer, Gro  Head, Community Investment & Diversity & Inclusion | Federal Home Loan Bank of Chicago


11:30 am –1:00 pm

Lunch on us (first 50 registrants will receive a gift card from our event sponsors)  


1:00 – 2:00 pm

Innovation Insights from Around the World – Dr. Louise Beaumont   

What are smart innovators doing that you need to know about?  How are they building trust so quickly?  And what can you learn from them? Dr. Louise Beaumont will talk about money and trust around the globe. What are innovators doing right now with money? How are consumers managing it, borrowing it, saving it, moving it? She'll dive into what that means for trust. What new products and services, and new ways of engaging are capturing the trust of market segments such as students, home buyers, and businesses? 


October 7 


8:45 – 9:00 am

Get Connected: Coffee & Networking


9:00 – 11:00 am

The Wisconsin Ideation & Local Development Initiative Presentations 

Since mid-year of 2019, credit union professionals from across the state collaborated with one another to come up with the next WILD idea that will change the Credit Union Movement. 

Learn about three groundbreaking ideas coming from the 2019 WILD Initiative, a collaboration brought to you by Corporate Central Credit Union, The League and the Filene Research Institute. 

Hear as the participants present their ideas to the audience and a panel of judges. You, the audience, will be given the chance to ask questions, so make sure you give the innovators an opportunity to talk more about their projects. They are a passionate group looking to improve the lives of credit union members. 


October 8 


8:45 – 9:00 am

Get Connected: Coffee & Networking


9:00 – 10:00 am  

A. Economic Outlook – Steve Rick, Chief Economist | CUNA Mutual Group   

The greatest economic crisis since the great depression has changed the political and financial landscape and has altered consumer behavior – perhaps for generations to come.  While the worst may be over, the shifts that began as the crisis mounted will have enduring effects on depository institutions. Steven’s presentation will assess how these shifts and the changing economic outlook will shape credit union operations both nationally and in Wisconsin.  The session will help you understand the coming pressures on your credit union’s financial results. And it will explore options in your efforts to continue to provide high levels of member service in tomorrow’s increasingly challenging environment. 

B. Stop the Rollercoaster: How to Invest in Digital & Your Branch Experiences to Appeal to Multiple Generations – Tim Klatt, Director of Retail Strategies & Rachel Scott, Branding Manager | LaMacchia Group

Explore the underlying role of data as a strategic support system for both your digital and in-branch efforts.Learn about the importance of taking a deeper dive into member demographic and socioeconomic data. We'll showcase practical examples that have helped credit unions find growth opportunities. Get examples of how to put that data to work to create or fine-tune compelling, and intentional, branded experiences.

10:00 – 10:30 am 



10:30 – 11:30 am

Pandemic + Core Outage = Culture Improvement + Financial Growth – Josh Cook, CEO | Community Choice Credit Union

Session sponsored by: 



For everyone in the credit union space, the month of March was quite a year. Imagine a pandemic hits, and your institution experiences full core system outage, including digital banking. Now imagine that, through it all, your culture grows along with your balance sheet. Journey with Josh as he reviews the “year of March” at Community Choice and why he believes the credit union will grow with progress over panic. 


11:30 am


Louise Beaumount200x200

Dr. Louise Beaumont 

Louise works with legislators and regulators to create disruption, with companies to cope with disruption, and with start-ups to exploit disruption – with open and available data as the guiding principle. She works with legislators and regulators in her role chairing techUK’s Open Banking and Payments working group, as a member of Pay.UK’s End User Advisory Council and via membership of various groups at Open Banking. She works with corporates to cope with disruption both in her advisory role to Bottomline and as a public speaker. She has invested in and holds board and advisory roles with Funding Options (FinTech), Signoi (AI) and Message Heard (podcasting). 


Josh Cook_2020Josh Cook, CEO | Community Choice Credit Union

Josh is considered a visionary leader and creative thinker. Josh started with Community Choice CU (CCCU) in 2002 as the Marketing Manager and has expanded his role to include everything from marketing to branch operations with plenty in between. During his seventeen years at CCCU he has gained considerable attention for creative work amassing over forty national marketing awards. Josh’s marketing success is attributable to his ability to view challenges and opportunities with consumer behavior in mind. This success led to his creation of Choice Creative Solutions (CCS) in 2012. CCS is a credit union service organization operating under CCCU specializing in marketing. Under Josh’s leadership and vision, CCS has expanded its capabilities and grown sales year over year utilizing tactics uncommon within the industry. Perception thinking is cornerstone to Josh’s approach to sales success no matter the organization he is serving. Josh believes that successful product sales most often exist due to perception not reality. This lead importance approach led to development of a software as a service (SaaS) product created by Josh and developed by CCS in 2014.  

Amy Downs_2020Amy Downs, President/CEO | Allegiance Credit Union

Amy is a survivor of the Oklahoma City bombing. The explosion in her building killed 168 people, including 18 of her 33 co-workers at the now Allegiance Credit Union. Amy fell three stories and was buried alive for over six hours. Today, Amy is the award-winning President/CEO of Allegiance CU. Since the explosion, Allegiance CU grew by 400% and is consistently voted Best Place to Work in Oklahoma. Amy is the author of Hope is a Verb, a book detailing her journey from victim to champion and responding to a crisis that leaves your credit union stronger than it was before. 


Tim KlattTim Klatt, Director of Retail Strategies | LaMacchia Group

Tim brings over 15 years of experience in geographical market analysis, strategy development and large-scale retail deployments for regional and national financial institutions, restaurants and big box brands. Tim has most recently helped La Macchia Group establish its newest division, Vivalociti, to enable financial institutions to leverage data and technology to curate the next wave of in-branch experiences.



Steve Rick

Steve Rick, Chief Economist | CUNA Mutual Group

Steve is an economic researcher, analyst and forecaster with an expertise in consumer markets and the credit union industry. Steve's forecasts are the starting point for the strategic planning process and help create a clear understanding of the underlying trends and links between the general economy, the financial services industry, and CUNA Mutual Group's policy owners. Steve was previously the senior economist for CUNA's Economics & Statistics Department for 22 years. In addition to his work at CUNA Mutual Group, he serves on the Board of Directors of the UW Credit Union. The owner of a B.S. in Finance and a B.S, an M/S and a Ph.D in Economics, Rick shares his fiscal and economic expertise as a senior lecturer with the Economics Department at the University of Wisconsin-Madison and the facilitator/instructor of CUNA Management School's Stanford Bank Game.

Rory Rowland_2020Rory Rowland, CCUE, Consultant, Speaker, Author

Rory specializes in programs that help credit unions improve their lending, technology, leadership, and communications skills. After serving as president of two credit unions, Rowland began using his experience and specialized credit union background to help others in the movement become more effective. He has presented his high-energy and humorous programs in all 50 states over the past 25 years, as well as in Canada and Mexico. 



Rachel ScottRachel Scott, Branding Manager | LaMacchia Group

Rachel brings over eight years of experience crafting brand identities and brand experiences for financial institutions that have included several award-winning projects.




Cedric ThurmanCedric Thurman, SVP, Chief Diversity Officer, Group Head, Community Investment & Diversity & Inclusion | Federal Home Loan Bank of Chicago

Cedric is responsible for shaping the company's culture to provide opportunities for all employees and help FHLB be a catalyst for change for its member institutions and the communities they serve. Since 2017, Cedric is the Founder and CEO of Talks Inc., a not for profit organization being developed to provide life skills programming for youth via video-based conversations. Cedric previously served as U.S. Head of Inclusion at BMO Harris Bank. He was responsible for the diversity and inclusion strategy for the U.S. while overseeing BMO’s Enterprise Resource Groups in the U.S. and Canada, as well as compliance related activities. Cedric is very active in Chicago’s civic community. Currently serving on a number of boards such as the Governing Board of UCAN, where he is Vice Chair and also Chairs the Diversity Advisory Board; the Board of Directors for Urban Initiatives and the Central Division Board member for Junior Achievement of Chicago.

WILD Logo2019 Wisconsin Ideation | Local Development (WILD) Innovators

Fourteen Innovators - and their credit unions - participated in the WILD Initiative. They represent a broad cross section of credit union sizes, membership and geography, as well as a diverse array of roles within the credit union. They engaged in a nine-month, collaborative process to create, test and implement financial products, services and business model ideas to benefit members.

The participants included: Jessie Alarcon, Dane County CU; Ryan Balts, Royal CU; Jessica Dreier, Co-Op CU; Meagan Fleming, Heartland CU; Alex Krukowski, Capital CU; Fisnik Lumani, UW CU; Lydia Lynch, Capital CU; See Natzke, Capital CU; Chris Pater, Altra Federal CU; Mackenzie Schultz, Altra Federal CU; Alexandra Westerhausen, Simplicity CU and Kathy Westphal, Corporate Central CU. 

Read more about the WILD Innovators >>




$219 | Early Bird deadline: Sept 25
$249 | Regular

Special offer for credit unions <$50M

Corporate Central Credit Union's scholarship will cover the registration costs of up to two employees from each credit union <$50M. Each additional registrant would be at the following rates:

$119 | Early Bird deadline: Sept 25
$149 | Regular

Additional Info

Event Type


Topics Covered

  • Executive Management
  • Board Governance
  • Live Webinars
  • Leadership

Sponsored By


Corp Central





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LaMacchia Group Logo