If you dare to register for Be Adventurous this fall, you’ll have the opportunity to explore some valuable education sessions and learn from a great lineup of speakers. Take a look below to discover more …
General Session Speaker – Sherry Winn
Sherry Winn is a two-time Olympian, National Basketball Coach of The Year, and Amazon three-time best selling author. She is an in-demand internationally renowned speaker who frequently speaks for up to 14,000 people at a time including companies such as StubHub, AnyTime Fitness, New York Life, Edward Jones, and Adobe.
With over 34 years of leadership as a National Championship Basketball Coach and a two-time Olympian, Sherry is an expert at coaching leaders and team members to championship status. She has successfully taken leaders beyond their levels of comfort to “WIN” against competitors who were superior in talent, facilities, and financial budgets. Through her WIN Philosophy™ and WINNER Principles™, she shares insider secrets on how to succeed even when the odds seem insurmountable so that your team feels, acts, and conquers their goals like Olympians.
You can find Sherry at www.TheWinningLeadershipCompany.com.
Winning Leadership: How to Stop Silos, Disruptions, and Toxicity in Your Teams
Tuesday, October 25, 3:30 p.m. – 5:30 p.m.
Every leader understands the importance of communication because it is the glue that holds organizations together. Leaders set up skip meetings, one-on-ones, and town halls, but without assertive communication skills those meetings fail. People learn communication from their parents, which means under stress, they do what their parents did: play the blame game, fight over the need to be right, throw a temper tantrum, or execute the silent treatment. Sherry provides the how behind the methods to become a better communicator so that messages are given and received better.
1. Ability to break down silos.
2. Understanding how to effectively say “no” while sounding empathetic.
3. Establishing five assertive techniques that never fail.
4. Learning the one key that alters reacting to responding.
5. Identifying the true definition of an assertive communicator.
General Session Speaker – Tracie Kenyon
Tracie G. Kenyon, CAE, CUDE, is the President/CEO of the Montana Credit Union League where she provides leadership for Montana’s credit unions in the following areas: advocacy, compliance, outreach and development, education and training, public relations, fee-based services and vendor relationships, and employee benefits.
She is currently representing Montana’s credit unions as the treasurer of Western CUNA Management School and as a Filene Research Institute board member (and immediate past chairman); previously, she served as the chair of the American Association of Credit Union Leagues and as a member of the National Credit Union Foundation Board.
During her credit union career, Tracie has worked at four credit unions and two leagues. Prior to serving Montana’s Credit Unions she was senior vice president of dues-supported services for the Utah League of Credit Unions and oversaw the legislative efforts for Utah’s Credit Unions during the Credit Union Membership Access Act of 1998 (HR 1151) as well as the state-level bank attacks that soon followed.
Since joining the Montana Credit Union family, she has created two successful collaborative businesses: Montana’s Credit Unions for Community Development (MCUCD) in 2003 and the Montana Credit Union League Group Benefit Trust in 2007. MCUCD, a 501(c)3, provides turnkey social mission programs through Montana’s Credit Unions focused primarily on financial capability and asset building. The Trust provides credit union employee benefits such as health, life, and disability insurances through a self-funded, cooperative environment.
Tracie has a bachelor’s degree in Psychology and a master’s degree in Professional Communication and she has earned the following certifications: CAE (Certified Association Executive), CUDE (Credit Union Development Educator), ACC (Associate Certified Coach), and CPC (Certified Professional Coach). She is married to Vocal Credit Union CEO, Eddie Black, and has one daughter, Kylie Bea, who is a recent graduate of the University of Montana.
Choose Your Own Adventure
Wednesday, October 26, 9:00 a.m. – 10:00 a.m.
You may recall the children’s interactive books from the 1980s-1990s that allowed the reader to assume the role of the protagonist and select different endings to stories…well, your life is a bit like that! In the session we will explore how to choose a path, make course corrections, and lean into being your best self.
General Session Speaker – Tim Keith
Tim Keith is the Chief Strategist of Account Boost at SRM (Strategic Resource Management). He specializes in leveraging digital marketing plans to drive loan and deposit growth. He has decades of experience assisting hundreds of financial institutions in understanding their customers at a higher level. Tim leads a team that supports clients in developing, executing, and tracking marketing campaigns. Tim worked at both AmSouth Bank and First Tennessee, where he was SVP of Deposits. He has advised and collaborated with executives from large to community-sized financial institutions during his career. These include Bank of America, Wells Fargo, SunTrust, Chase, and Citi. Tim has been published in Financial Brand, ABA Marketing, and BAI.
Strategic Loan Growth – Using Analytics and Marketing to Achieve Meaningful Yet Efficient Growth in a Post-Pandemic Environment
Wednesday, October 26, 10:15 a.m. – 11:15 a.m.
Strategic Loan Growth Following an unprecedented influx of federal stimulus, many financial institutions are looking to deploy excess liquidity into earning assets. How does one grow loans profitably during a period of inflation and economic uncertainty? This presentation will answer that question with real, actionable data.
- Industry normative data on portfolio shifts since the beginning of the pandemic
- Data elements that are proven to predict capacity to borrow in a variety of economic conditions
- How to leverage “propensity to buy” to grow without offering below-market loan rates
- A roadmap for putting data into action to grow loans using digital marketing strategies
- Case studies of institutions that are already succeeding in this endeavor
General Session Speaker – Josh Kroll
Josh Kroll is VP of Marketing & Business Development at Park Side Credit Union. His team has earned multiple CUNA Diamond Awards and he was named a “Rock Star” by Credit Union Magazine in 2019. His nonprofit and community achievements include roles at the Samaritan House homeless shelter, the Bob Marshall Wilderness Foundation, North Valley Music School, and Leadership Flathead. He is a triathlete and enjoys anything outdoors with his wife and two sons.
Me, You, & EQ
Wednesday, October 26, 11:30 a.m. – 12:30 p.m.
Emotional Intelligence (EQ) is a critical skill in the workplace, with research proving that those who demonstrate a high EQ outperform others to achieve more, earn more, and become more fulfilled. The good news: EQ can be learned and practiced. Dive deeper into self-awareness and social cues to understand how managing emotions and interactions leads to better outcomes.
General Session Speaker – Steve Stasiukonis
Steve Stasiukonis serves as President of Secure Network Technologies, focusing on Penetration Testing, Information Security Risk Assessments, Incident Response and Digital Investigations. Steve Stasiukonis has worked in the field of Information Security for over fifteen years, specializing in the use of technology to identify information security vulnerabilities, assessing risk and the collection and interpretation of digital network intelligence. As a part of that experience, Steve is an expert in Social Engineering. He is listed in Wikipedia as one of the most notable Social Engineers and has written and demonstrated actual social engineering efforts involving pretexting, phishing and physically compromising banks, data centers and other highly secure operations and facilities. Steve carries numerous security certifications by various organizations and also serves as a columnist for Information Week magazine and DarkReading.
Cryptocurrency & the Blockchain: Digital Dollars or Counterfeit Currency
Thursday, October 27, 9:00 a.m. – 10:00 a.m.
It’s like money, highly controversial, it’s not country-backed, it’s pseudo anonymous and becoming popular across the planet. In this session, cryptocurrency and its management vehicle known as the Blockchain are explained. The session will also explain how cryptocurrency is used for the purchase of anything like cars, homes, drugs and other illegal things. This session is an eye opener for anyone interested in digital currency, the technologies of Blockchain, and what you need to know as a financial person.
General Session Speaker – Kat Perkins
Kat Perkins is a nationally recognized motivational speaker who can deliver her message to businesses, colleges, schools of all grade levels, corporate organizations, fundraisers, and leadership conferences of all types. Kat appeared on Season 6 of NBC’s The Voice and went all the way to the show’s finals on Team Adam Levine!
She can set the tone for people of all ages and each appearance comes with a musical performance!
Thursday, October 27, 10:15 a.m. – 11:15 a.m.
Kat’s Fearless campaign us an inspiring experience about finding your passion, taking leadership and working with others, developing a positive attitude, and working toward your dreams. In schools, she focused on how to stay strong against bullying, as well as finding your passions, dreams, and setting goals. Your audience will leave the event with a sense of confidence, some laughs, music, and a full heart!