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CUNA Management School: Year 3

July 11–23, 2010
Madison, WI

Cost: $2,399

CUNA Council members receive a $100 discount.

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About This Event

You're almost there! Just one more two-week session in Madison, an exam, a presentation, and your project! Then, you'll have a graduation diploma issued from Credit Union National Association and the University of Wisconsin Graduate School of Business that is recognized throughout the credit union movement as an honor and mark of accomplishment. Through this intensive management program, you'll come to understand and learn to implement successful principles that can make you a more dynamic and effective manager and leader.

The CUNA Management School program builds dynamic leaders with a rigorous blend of university classes and experiential learning activities.

During CUNA Management School: Year Three, you will cover:

  • i3 Innovation
  • Strategic Marketing
  • Members Today & Tomorrow & What It Means for Your Credit Union
  • Business Ethics
  • Legislative Affairs, Political Action & Credit Unions
  • Media Relations
  • Economic Environment & Credit Unions
  • Credit & Collections
  • Business Law
  • Ultimate Team Adventure
  • Coaching
  • Managing Change Creatively

Entering its 56th year, CUNA Management School has a well-earned reputation as an outstanding three-year executive education program that has prepared nearly 4,800 students. See stories about CUNA Management School graduates now!

Many graduates go on to hold high-level positions at state and national levels with credit unions and credit union professional organizations.

The American Council on Education's College Recommendation Service (ACE Credit) has evaluated and recommended college credit for all CUNA Management School courses. For more information, visit ACE Credit's Web site.


Location Information

CUNA Management School: Year 3: July 11–23, 2010

CUNA Management School: Year 1:  July 11–23, 2010

CUNA Management School: Year 2:  July 11–23, 2010



Airline Information


Delta Airlines is pleased to offer special discounted airfare for CUNA. To reserve your tickets at the discounted rate, please visit www.delta.com/booking and enter meeting event code NM7EF. Then complete the booking process. Or, call Delta Meeting Network® Reservations at 800-328-1111, Monday through Friday, 7:30 a.m. - 7:30 p.m. (Central Time), and refer to File Meeting code NM7EF.

Schedule

Schedule

Topics & Objectives

Media Relations

  • Identify the important factors of your credit union message and working with the media

Legislative Affairs, Political Action & Credit Unions

  • Explore the political and legislative process in Washington and gain inside information on what really happens on Capitol Hill

Economic Environment & Credit Unions

  • Understand the impact of shifts in member demographics and preferences

The Members of Today & Tomorrow: What it Means for Your Credit Union

  • Learn about the challenges facing credit unions and use this information as a point of reference as you refocus and reprioritize for the coming year

Innovation in Credit Unions

  • Explore the power of implementing innovative ideas in credit unions

Strategic Marketing

· Discover your credit union's competitive advantage

Ultimate Team Adventure

· Focus on what credit union leaders can give back to their communities

Credit & Collections

Coaching

· Identify coaching techniques that work to improve individual and team performance

  • Know how to provide effective feedback and recognition

Business Law

Business Ethics

Managing Change Creatively

Project Presentations

· Actively participate in presentations of key issues affecting your credit union

Who Should Attend

CUNA Management School: Year Three is exclusively for credit union professionals who have completed CUNA Management School: Year One and Year Two classroom sessions, exams, and written projects.

Affiliation with CUNA/League is required for attendance.

CPE Credits

CPE Credits

Testimonials

"CUNA does a very good job. Interaction with fellow students in this concentrated environment lends to the experience. The two projects are important components. I would recommend this school to employees aspiring to reach the vice-president and president level. I'm a consistent proponent of continuing education. I think CUNA does a very good job of keeping training opportunities in front of us. Thanks."
— Nick Meyer, President, Minnesota Valley FCU, MN

"I most enjoyed the opportunity to talk with people from other credit unions and hear about their experiences and problems. I come from a fairly large credit union but it was so inspiring to see and hear those from the smaller 'one man shops'."
— Constance M. Percifield, Branch Manager, Indiana University Employees Federal Credit Union, IN

"The ropes challenge course was an awesome way for us to begin the week. I enjoyed pushing it to the limit. The technical writing class on the last day was the best. The classroom facilities are excellent. The program places things in perspective for me. I appreciate my role at the CU. I am working on our annual planning session. There is a large amount of data gathering that I am completing for our project that we will be able to use in our planning session. I am taking time to work on building a stronger team. CMS has taught me how important it is to build and prepare a team to handle a variety of tasks. I am more comfortable speaking in support team meetings due to the increased confidence gained by participating in CMS classes and events. I would recommend the program. I was initially skeptical that I would really benefit by spending two weeks away from work, family, and friends. The program is very rewarding. The opportunities to peer network are excellent. I have made some life long friends."
— Shay Santos, AVP Finance, Dane County Credit Union, WI

"I found that meeting the contacts has been one of the most important attributes.The ALM session was the most beneficial on a daily basis to consider the risks of interest rates. We are starting a program at my CU to get a management training program up and running. CMS would play a huge role in the program. I have recommended it to a number of other CU employees."
— Tim Ingalls, Loan Supervisor, Sioux Empire Federal Credit Union, SD

"I find myself more organized. Having to still meet the demands of my job and completing my first year project has forced me to be very consicious of how I spend my time. In researching the history of my credit union, I am more aware of how my time here is just a part of the total history of my credit union. Also, we tend to focus only on our jobs and not look at the credit union as a whole. Many of the classes had nothing to do with my day-to-day tasks yet allow me to understand why some decisions are made. In working on my project I have a much greater understanding of areas out of my job area."
— Bob Boucher, Central Lending Manager, Charter Oak FCU, CT

Instructors

Phillp Hellmuth

Phillip is an associate dean emeritus in the College of Letters and Science. Phil's background includes extensive work in research and personnel administration in the college and technology transfer and industry relations.

His area of research interests include legal aspects of educational administration, health law, and director and officer liability, where he has several publications. He has been active in the credit union movement as a volunteer. In addition to his involvement with CUNA Management School, he has been a director of the University of Wisconsin Credit Union since 1971.


Ty Warren

Ty is a consultant, author, and lecturer with more than 30 years of broad consulting experience in leadership, CEO development, management training and marketing. He has worked with more than 400 clients including Microsoft, Walt Disney Company, International Paper, Delta Airlines, the United Nations and scores of organizations within the financial services industry.


Dr. Chuck Pulvino, Ph.D.

Charles is an emeritus professor in the Department of Counseling Psychology at the University of Wisconsin-Madison. He is widely published and is the co-author of 15 books including Dynamic Counseling, A Practical Guide to Interviewing, and Restoring Harmony: Conflict Management in School Settings. In addition, Chuck is regularly engaged as a consultant to community, business, and educational institutions. He has conducted over 300 seminars and workshops nationally and internationally on financial and school counseling, communications, problem-solving, conflict-resolution, training, and team building.


Denise Gabel

Denise is the chief innovation officer at the Filene Research Institute. Previously, Denise served as vice president – strategic direction for the Spokane Teachers Credit Union leading strategic planning, innovation, and corporate governance. An in-demand speaker, she travels the nation encouraging credit union audiences to respond to the needs and wants of members, and transform ideas into innovative strategies to strengthen the credit union system. Her ideas are published in CUNA’s Management Enrichment Training Program and the Credit Union Mortgage Lending Strategies book, and the Filene Research Institute’s Key Findings: Innovation Through Collaboration and Key Findings: Blueprints for Innovation.


Bill Hampel

Bill is senior vice president of the research and policy analysis department and chief economist for Credit Union National Association. He joined the department as an economist in 1978, was promoted to vice president in 1985, then appointed to senior vice president in 1992. He also writes economic analysis columns for several credit union publications.


Tad Pinkerton

Tad has served on the board of directors of the University of Wisconsin Credit Union for five years. He is currently the Board Vice-Chair. Tad is an emeritus professor of computer sciences at the University of Wisconsin-Madison. Since 1977, he held information technology leadership positions, most recently for two years as acting director of the Division of Information Technology, an IT service organization with 750 employees and an annual budget of more than $65M. His research interests included operating system design and implementation, planning for information resources management, and performance measurement and evaluation.


Barry Callen

Barry has been concepting, writing, art-directing and producing advertising since 1976 and has worked at Ogilvy & Mather, Lintas, Lois/USA and The Hiebing Group in Madison, Wisconsin. Barry’s job is to make sure the creative work is powerful, unexpected and relevant to the brand. He’s created national advertising campaigns for brands like Huffy Bikes, First Alert, Zataraines, CSC, Holly Farms, Hanes, Culligan, Fruit Stripe Gum, Shell and the U.S. Council for Energy Awareness.

Barry’s creative work has won many advertising awards, including Addy awards, a John Caples Creative Award for direct response, an International ECHO Award and several EFFIE awards for advertising effectiveness. His United Way campaign was recently selected as the best in the nation.


Tom Eggert

Tom is the co-director of the Business, Environment and Social Responsibility (BESR) program at the School of Business at the University of Wisconsin-Madison and is the advisor for the Graduate Certificate in Business, Environment and Social Responsibility. His classes cross traditional boundaries and attract students from the School of Business, the Gaylord Nelson Institute for Environmental Studies, and other programs on campus. He teaches “Environmental Strategy and Sustainability”, “Systems Thinking and Sustainable Businesses” and “Business and the Social Side of Sustainability.” In Spring 2009, he taught the first BESR Community Forum, focusing on CleanTech and Alternative Energy. He has written and spoken extensively on corporate social responsibility, socially responsible investing, climate change, and on how the private sector can respond to the challenge of sustainable development.

Tom has published numerous articles in the areas of environmental law, innovative approaches to protecting the environment, corporate social and environmental responsibility, and was the lead author on a chapter in the book titled Teaching Business Sustainability.


Kristina Grebener

As director of research & advisory services, Kristina oversees the Credit Union Environment Research unit. She leads a team of analysts providing credit unions with the tools and market analyses needed for strategic planning. She is responsible for CUNA’s Credit Union Environmental Scan (E-Scan) and CU360 – CUNA’s research portal. Kristina regularly speaks at industry conferences on market research and issues impacting credit unions.

Prior to joining CUNA in 1998, Kristina worked for Hagler Bailly Consulting, Inc., conducting research for electric and gas utilities, governmental agencies, and regulators.


Ryan Donovan

Ryan joined the Credit Union National Association (CUNA) as vice president of Legislative Affairs in September 2007. Combining his experiences as a Congressional staff member and credit union league employee, Ryan is responsible for the coordination and supervision of the activities of CUNA’s lobbying team which represents the interests of the credit union movement before both houses of Congress.

Prior to joining CUNA, Ryan worked for the California and Nevada Credit Union Leagues as director of Federal Government Affairs. He also served as a member of the Congressional staffs of Representative Brad Sherman (D-CA) and former House Democratic Leader Richard A. Gephardt (D-MO).

During his tenure in Representative Sherman’s office, Ryan quickly rose through the ranks from legislative assistant to become chief of staff and legislative director. Ryan staffed Representative Sherman on the House Financial Services Committee and worked on legislation that moved through the committee including Check 21, the Fair and Accurate Credit Transaction (FACT) Act, Sarbanes-Oxley, and the Financial Services Regulatory Relief Act. As the Congressman’s chief of staff, he also had responsibility for the day-to-day operation of the Washington Congressional office.


Deborah Laurel

Deborah has been a trainer and a consultant in the areas of workplace learning and performance improvement for over thirty years. She has twenty years of experience as the president of Laurel and Associates, Ltd., an international human resource development training and consulting firm that specializes in enhancing interpersonal dynamics within organizations. She has designed and presented hundreds of different skill-building participant-based and accelerated learning workshops on various topics, all of which have been tailored to meet the specific needs of her clients.

Since studying with Dr. Madeline Hunter of UCLA to become proficient in the Mastery Teaching Model, Deborah has provided train-the-trainer seminars and certification programs on a national basis for more than ten years and on an international basis since 1998. In 1992, she was selected the Wisconsin Trainer of the Year by the Small Business Development Center. Since 2004, she has facilitated the three-day national Trainer Certificate Program for the American Society for Training and Development (ASTD).

Deborah has been published seven times. “User Friendly Performance Evaluation” is a chapter in a monograph published by the University of Minnesota and National ASTD. She is also published in both the Training and the Consulting issues of the 2004, 2005, 2007 and the upcoming 2008 Pfeiffer Annuals.


Joan Gillman

As director of Special Industry Programs, Executive Education, for the University of Wisconsin-Madison School of Business, Joan's office acts as a conduit between University resources and the business community. In this role, she currently co-hosts a daily radio show, In Business with Jody and Joan on Madison 1670 from 6-7 PM, focusing on local business issues.

Joan’s duties span executive education from small business and entrepreneurship to teaching managers and designing executive programs. She has taught in both the Small Business Development Center (Business Planning) and Executive Education for the Supervisory Management Series. She was co-director of the Agribusiness Executive Management Program that assisted farmers and agribusinesses in Wisconsin. As founder of The Family Business Center, a regional membership program which addresses the special needs of the family business dealing with succession, communication, and strategic planning issues, she successfully completed succession planning for the center.

Joan currently serves on the School of Business Advisory Board, Edgewood College, Madison School District’s Business & Education Partnership, and as secretary for the Board of Directors - International Center for Entrepreneurial Studies, JJ Strossmeyer University, Osijek, Croatia.


Joe Corry

Joe is a Wisconsin native and proudly served in the U.S. Navy, 1954-56. Corry was Ford Foundation consultant to U of East Africa, 1967-69 and received his Ph.D. in African History from the UW-Madison in 1971. He has been involved with UW-Madison for many years: 25 years in the Office of Academic Affairs, involved with areas such as Admissions, Registrar, Student Financial Aid and Continuing Education and retired as associate vice chancellor founding executive director of the UW-Madison Retirement Association. Joe currently serves on the Board of the Badger Campus Credit Union.


Bob Lestina

Bob is currently the CEO of Heritage Credit Union in Madison, Wisconsin, a $150 million community credit union with seven branches and 85 employees.

Prior to joining Heritage Credit Union, he was country director – Kenya (East Africa) for the World Council of Credit Unions (WOCCU). He directed a multi-million dollar project funded by USAID and managed by the World Council of Credit Unions. The project was designed to revitalize a select group of high potential credit unions located in varying parts of the country. He was also project development director, responsible for conducting field research in developing countries, designing credit union development projects, authoring grant proposals, including business plans; and marketing the plan to potential donors. He had also held the position of project manager in Poland for WOCCU. In that position he supervised a project, which included the reintroduction of credit unions in Poland shortly after the fall of communism.


Scholarships

Scholarships

Overview

Overview

Regional-schools

Regional-schools

Cancellations

The last day for cancellations was July 3, 2010. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.

For more program content information, call 800-356-9655, ext. 4249, or e-mail training@cuna.coop.

For registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.




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