Home
Toggle Search
Toggle Search

POSTPONED Directors Conference 2023

Oct 27 12:45 PM - Oct 28, 2023 11:00 AM
Oct 27, 2023 12:45 PM - 11:00 AM
WausauWI
Add event to: ICal Outlook Google Calendar

Description

POSTPONED

We regret to inform you this Director's Conference has been postponed. If you have already registered, you will be contacted directly regarding a refund. We will reach out with more information when a future Director's event has been scheduled. We thank you for your continuing interest in our educational opportunities!

Credit union directors be sure to join us for this annual conference that will enhance your ability to meet the needs of your credit union.

Agenda

Friday, October 27  

12:45 pm –  1:00 pm
Registration 

1:00 pm – 1:15 pm
Welcome & Introductions 

1:15 pm – 2:00 pm
Economic Update
Kevin Chiapetta | Corporate Central Credit Union  

2:00 pm – 2:15 pm
Break  

2:15 pm – 3:15 pm 
The Power of Servant Leadership
Dr. Richard Kyte | Viterbo University 
The key to effective leadership is simple: engaging others in meaningful commitment to a shared purpose. But what is simple to describe may be difficult to put into practice.  This presentation examines the history of Servant Leadership, describes the principles that inform it, and provides practical advice for becoming more of a servant leader in one’s own life.    

3:15 pm – 4:15 pm
Ethical Decision Making for Professionals
Dr. Richard Kyte | Viterbo University 
Ethical decision-making is one of the chief responsibilities of leaders in any profession, especially since ethics is a crucial factor in workplace safety, employee engagement, and productivity. This program will introduce the “Four Way Method for Ethical Decision-Making” for working through and communicating difficult decisions.  

4:15 pm – 5:15 pm 
Time on Your Own  

5:15 pm – 6:00 pm
Reception  

6:00 pm – 7:00 pm
Dinner  

7:00 pm – 7:45 pm
Stop Merely Communicating and Start Clearly Connecting
Phil Martin, Professional Speaker | Philip J Martin Enterprises    

Key Takeaways: 

  • Leading by example –showing your authentic self—is not the main thing in influencing others; it is the only thing. 
  • The best way to value someone – to connect with them – is to LISTEN TO THEM. 
  • You must be present to win || Attention pays – so pay attention 
  • There are no small parts – only key personnel: Every Job Matters and every person in that job matters 
  • Talent – Yes: Attitude – Double Yes 
  • Make fun—serious fun—a priority - a core of your culture    

Saturday, October 27  

8:00 am – 9:00 am
Breakfast  

9:00 am – 11:00 am
The Personality of Your Board
Yvonne Evers | Succession App 
How do you feel about your credit union board?     

Are you proud of it? Do you have a high-performing board? Does everyone contribute at a high level? Is there trust and respect amongst all board members and between directors and the CEO?    

Or…    

Are you frustrated with some of your board members? Do you feel like not all directors are heard or respected? Are there some board members who never seem prepared or engaged? Is there possibly tension between the board and the CEO?    

Everyone would like a smooth-running board, at least I hope they do!! We must remember that a board is a group of individuals brought together to work as a team - individuals who have different backgrounds, personalities, communication styles, etc. In this session you will learn:    

  • About different personalities styles and how they might show up on your board. 
  • What happens when all individuals are not accepted or heard. 
  • How to set performance expectations for your directors. 
  • Tips on making your board a high-performing board.   

Please note: Participants will be asked to complete a short survey prior this session. The content collected will be utilized during the session.  

11:00 am
Adjourn 

Additional Info

Speakers

Kevin Chiappetta

Senior Vice President Investment Services, President | QuantyPhi CUSO
Kevin's initial career at Corporate Central began in January 1996 as Vice President Investments where he managed the loan, deposit, and investment portfolios. Kevin departed in June 2002, where he spent 11+ years working with credit union investment CUSOs and two years with an asset-liability modeling & consulting firm. Working primarily with credit unions throughout his career, Kevin brings a rich history of experience in his 30+ years providing financial services, with a primary emphasis in fixed income security analysis, portfolio management, and balance sheet risk management.

In August 2016, Corporate Central welcomed Kevin back as the Senior Vice President Investment Services to assist members in understanding the complete risk profile of their balance sheet risk, re-think traditional security analysis, and build portfolios to compliment the optimal performance of the entire balance sheet. Kevin also focuses on the continuing education for members and their supervisory committees and boards.

In May 2017, Corporate Central launched its balance sheet optimization CUSO, QuantyPhi, and named Kevin as President. QuantyPhi’s ALM experts focus on finding opportunity on both sides of the balance sheet by running what-if scenarios that facilitate successful relative-value balance sheet decisions.

Kevin's education includes a bachelor's degree in Accounting from St. Norbert College in De Pere, WI. Kevin is a Chartered Financial Analyst (CFA) charter holder and an active member and volunteer for the CFA Institute in Charlottesville, VA. Kevin was elected to the CFA Society Milwaukee Board in July 2019 and elected as President in 2021. He has been an active member of the society for 25+ years.

Dr. Richard Kyte

D. B. Reinhart Institute for Ethics in Leadership and Endowed Professor of Ethics | Viterbo University

Richard Kyte is Director of the D. B. Reinhart Institute for Ethics in Leadership and Endowed Professor of Ethics at Viterbo University in La Crosse, Wisconsin where he teaches a variety of courses dealing with ethical issues in business, health care, law, politics, and the environment. He has published and lectured widely on topics related to justice, forgiveness, virtue, and the meaning of life. 

After growing up in Frazee, a small town in northwestern Minnesota, Richard attended Hamline University where he earned a B.A. in philosophy. He then went on to graduate school, obtaining a Ph.D. in philosophy from The Johns Hopkins University in 1994. Since then he has taught at several colleges and universities including Pikes Peak Community College in Colorado Springs, Calvin College in Grand Rapids, Michigan, and Christian Brothers University in Memphis, Tennessee. 

He is the author of several books and writes a regular column for the La Crosse Tribune titled "The Ethical Life." 

Rick is an active member of the First Presbyterian Church and the Downtown Rotary Club of La Crosse.  He serves on numerous boards, including the Editorial Board of the La Crosse Tribune, the La Crosse Community Foundation, and the Coulee Region Chapter of Trout Unlimited. 

Phil Martin

Professional Speaker | Philip J Martin Enterprises
Phil has spent 35 years in theatre and education. He is a professional member of the National Speakers and an award-winning writer for the Nashville Now show on TNN. He has two books: Play Hard - Have Fun and Take the Stage. He has received rave reviews for his one person show - Gateway. 

Yvonne Evers Founder

CEO | SUCCESSIONapp, LLC

She has worked with hundreds of credit unions over the last 25 years. Her career began in human resource consulting, and specifically in compensation design, and, more recently, grew into more of a focus on succession planning, executive coaching, and board governance training and facilitation. 

She was the CEO of HRValue Group where they had executive search as one of their primary services. She is very knowledgeable about the search industry and has assisted other credit union boards with CEO contract negotiations.

She has also been the executive coach of numerous successful medium to large credit union CEOs.

She served on the board of a large credit union for 20 years, holding the Chair position for four years and being on the Executive Committee for 12 years. She also led the board in negotiating all of the current CEO's contracts since he started in 2003.

Yvonne has coached many CEOs and boards on succession planning. It is her passion! She wants credit unions to be ready for the future. And the future includes a lot of turnover in the board and executive ranks.    

Get Help with Your Registration
Cancellation & Substitution Policy

Event Type

In-Person
Register

Fees

$399.00 | Early Bird - Before October 10, 2023
$299.00 | Early Bird CEO
$249.00 | Early Bird YP Director

$429.00 | Regular  
$329.00 | Regular CEO
$279.00 | Regular YP Director

$159 | Guest including Meals

Location

Hilton Garden Inn Wausau
151401 County Road NN, Wausau, WI  54401 | (715) 298-5775 

Room Block Rate
$145 plus taxes and fees before October 6 

When making your reservation ask for the Directors Conference 2023 room block rate.