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Leadership Institute - Part II | Module 4: Transitioning to an Executive Role: What It Takes to Take the Lead

Day 12

Apr 13 9:00 AM - Apr 13, 2023 1:00 PM
Apr 13, 2023 9:00 AM - 1:00 PM
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Leadership Institute logo 2023

The League’s Leadership Institute is designed to help emerging and mid-level managers build their leadership skills to more effectively prepare for succession planning and promotion.

This virtual Institute will begin at the end of January and conclude in mid-April. 

The curriculum is designed to build on the material learned in the Leadership Institute Part 1. This coursework is taught by industry experts and leaders in the areas of leadership development vetted by the University of WI - School of Continuing Education.

Prerequisite: Must have graduated from Leadership Institute I to enroll in this coursework, though those who have been in a credit union leadership role for 2+ years will also be considered and are encouraged to register.


Jan. 31, Feb. 1- 2  | 9:00 am - 1:00 pm

Module 1: From Technical Expert to Strategic Leader 

Moving from the role of technical expert to leader requires a unique set of skills much broader than expertise itself. Participants will learn how to: 

  • Describe the four stages of leader evolution and the shifts in perspective, skill, and behavior 
  • Define how to build a base of personal competence and credibility 
  • Discuss the skills and techniques needed to build organizational capacity 
  • Operate at a strategic business level 

February 14-15-16 | 9:00 am - 1:00 pm

Module 2: Understanding Business Strategy: Decision-Making and Disruptive Thinking 

Learn to turn challenges into opportunities through this highly interactive and hands-on course. Using a case study format, teams follow the story of a struggling company trying to survive in an ever-changing business climate. Participants must evaluate the market, analyze information to determine customer needs and strategize to pursue the right customers and the right markets. Gain shared insights about your company’s pressing issues and the way forward. Determine how critical decision-thinking traps may be holding you back. Realize how small improvements can affect the bottom line, set priorities, define key challenges and gain a broad understanding of your company’s key concerns and influential factors. 

March 21-22-23  | 9:00 am - 1:00 pm

Module 3: Creating Thoughtfully Fit Teams

Leading a team of high performers is challenging, especially in a fast-paced, high-stress environment. In this engaging workshop, participants will learn how to create teams that flourish. We’ll explore how having individuals with diverse personalities and work styles make the strongest teams, and yet often ones with the greatest conflict. Learn about the four stages of team development and leave with a specific tool to improve communication within teams: designing a team alliance.

April 11-12-13  | 9:00 am - 1:00 pm

Module 4: Transitioning to an Executive Role: What It Takes to Take the Lead 

What is an executive and what does it take to be successful in a new executive role? This course is designed for those who are currently transitioning to an executive role or are designated to do so in the near future. In a workshop-style, hybrid seminar, we discuss the key differences between managing individual contributors and leading other leaders when it comes to decision-making, strategy deployment, organizational and team development, and communication. We explore the capabilities, attitude and behavior necessary to make the transition and the roadblocks that may prevent success.  You will leave the seminar with a customized action plan for your own executive evolution, complete with detailed activities for transitioning with success.


Sarah Caryl

Sarah Caryl | Mentor & Coach

Sarah Caryl is a business leader practicing in the human resources, talent management and organizational development areas with extensive experience inleading adult learning. Sarah holds bachelor’s and master’s degrees from Marquette University College of Arts and Science. A natural coach and mentor, her leadership experience includes developing others as well as coaching other leaders on development of themselves and their teams. Her experience leading in the classroom extends across design, development and delivery of education, skills training, and advanced leadership development.



Ann MartellAnn Martel | Instructor, The School of Continuing Education at the University of Wisconsin-Milwaukee

Ann Martel is a highly regarded business leader with a passion for delivering high-energy presentations and classes on the topics of business acumen and improving personal results. She believes in consistently obtaining results through leadership, culture and financial acumen for all professionals. Ann’s many years of teaching experience has prepared her to engage audiences of all levels of tenure and experience. Ann holds a BBA in Accounting from the University of Wisconsin and has completed the coursework for her MBA from Cardinal Stritch University. 


Jill MuellerJill Mueller | Coach/Trainer, Darcy Luoma Coaching & Consulting

Jill is a coach and trainer at Darcy Luoma Coaching & Consulting. Previously, Jill worked as a special assistant to the president of UW System and as a trainer and assistant manager at Great Lakes Higher Education Guaranty Corporation. She earned her master’s in adult education at UW-Milwaukee and completed the Certified Professional Coaching program at UW-Madison. Jill is passionate about combining education and coaching to help adults find joy and success in their work and in their life.



Alan Patterson

Alan Patterson | Consultant

Alan Patterson is an expert at driving effective organizational change and has guided more than a dozen Fortune 500 companies in re-thinking how best to elevate their talent. His expertise has been tapped by organizations such as Anheuser-Busch, CVS, Johnson & Johnson, Hewlett-Packard, Major League Baseball, the United States Navy and Williams Sonoma. Alan has 27 years of international consulting experience in change management, leadership development, and executive coaching. A published author, Alan has also been a featured speaker and workshop leader at national conferences.





$3,395 regular | $3,195 early bird, by November 29, 2022. 

Registration is limited to 20 students and the final date to register is January 13 - don't delay!

What’s included:  

  • 4.2 total continuing education units (CEUs) from the University of Wisconsin - Milwaukee School of Continuing Education
  • Certificate of completion from University of Wisconsin-Milwaukee School of Continuing Education
  • Earn a designation of Certified Wisconsin Credit Union Leader (CWCUL) designation from The League [must complete at least 5 of the 6 sessions]
  • A total of 12 interactive, online sessions taught by leaders in their field with years of
    expertise putting theory into practice in the real world
  • A personalized action plan following each module that includes 1-2 measurable items to be practiced on the job
  • Small class size limited to 20 students

This type of leadership training is valued at over $5,500.

Cancellation/Substitution Policy

Cancellations and refund requests must be provided in writing and sent to [email protected] made prior to November 29, 2022 and are subject to a $75 service charge. No refunds will be granted after this event date. Substitutions are accepted any time before the Institute begins, but The League must be notified.

Additional Info

Event Type


Topics Covered

  • Live Webinars
  • Leadership

Sponsored By

Corp Central






Federal Home Loan Bank of Chicago