The Board Calibration Process: Alignment for Higher Performance
(Or: Alignment is Not Just for Tires)

Credit union boards spend plenty of time in discussion and debate. It’s familiar territory. But what if the board could go through a regular alignment process that would reduce friction, increase performance and create a more efficient group? Through the calibration process, boards can quickly and easily map out where members are in relation to each other on critical issues of governance and oversight, then have calculated conversations make sure that everyone has the same vision and direction for the organization.

In this session you will:

  • Learn three evaluation approaches for creating alignment;
  • Review common obstacles to alignment & methods for avoiding them; and
  • Discuss best practices for alignment maintenance.

Audience: directors, volunteers, supervisory committee members, CEOs


Supercharging the Board Team *
(Or, Just Who are Those People in the Board Room with Me?)

Just how well do you know your colleagues in the boardroom? Sure you know their kids’ names and golf handicap, but how well do you know their working style. After all, you may be volunteers, but what you do in the boardroom is work. Organizations often recognize the need for deliberate team development at the staff level but ignore it at the top. In this session we will use the WorkPlace Big 5 model to consider how your team’s personalities line up in a way that you can use to get higher performance. Find out where your colleagues get their energy, and where they become drained; who needs reflection before a decision, and who needs to “talk it through.”

In this session you will:Centacs logo

  • Consider regular development of the board as team;
  • Learn the fundamentals of the WorkPlace Big 5 model; and
  • Discuss options for capitalizing on the variety of personalities on the board.

Audience: directors, volunteers, supervisory committee members, CEOs


Supercharging the Team *
(Or, Just Who are Those People in the Room with Me?)

Just how well do you know your colleagues? Sure you know their kids’ names and golf handicap, but how well do you know their working style. Organizations often recognize the need for deliberate team development at the staff level but ignore it at the top. In this session we will use the WorkPlace Big 5 model to consider how your team’s personalities line up in a way that you can use to get higher performance. Find out where your colleagues get their energy, and where they become drained; who needs reflection before a decision, and who needs to “talk it through.”

In this session you will:

  • Consider regular development of any team;
  • Learn the fundamentals of the WorkPlace Big 5 model; and
  • Discuss options for capitalizing on the variety of personalities in any working group.

Audience: any

*Supercharging the Team sessions listed above can be presented in a variety of formats, keynote, breakout, as well as extended development sessions/programs. Longer sessions incorporate the full WorkPlace Big Five assessments and reports and have a separate pricing model. Extended sessions are perfect for team building and professional development programs.


Board Governance Essentials: Becoming a Better Board Member

A board member’s duties can seem overwhelming and far reaching. This course illumines the fundamental duties of a board and the best ways to discharge them. It will cover functions that boards often become involved in that have little benefit, or a negative impact on the credit union, and how to focus on those things that will be the most beneficial. We will also cover ideas on what very effective boards do to make the best use of their time and guide their credit union to become the best for the membership.

Audience: directors, volunteers, supervisory committee members, CEOs


Reframing the Pace of Credit Union Governance

Alternate Titles:
*Governance at the Speed of the 21st Century
*Re-conceptualizing the Work of the Credit Union Board

In an age of Instagram, instant messaging, and on-demand everything, the work of the board of directors typically plods along at the speed of the steam locomotive. It’s time that we say “What if?” What if … the board’s role could be reframed and re-conceptualized to create dynamic movement in the organization? What if … the board could effectively work at the pace of the modern world without spending any more time than they already do, or maybe even less? You know … work smarter, not harder. It’s possible. This is not a technology problem, though it involves technology. This is not a theoretical problem, though it involves theory. Hear how you can take on the mantle of leadership for your organization, and set the strategy, as you should, in a more efficient way that matches the pace of the world … to the ultimate benefit of your members.

Audience: directors, volunteers, supervisory committee members, CEOs, senior management


Best Practices of the Modern Credit Union Board

Of course every board is different. We’re talking about humans after all. But there are reliable & researched “rules of thumb” that raise the performance of boards. Hear about practices that are tried and proven across a variety of board sizes and types. Make sure that you’re working smart and efficiently for your members and for the credit union.

Audience: directors, volunteers, supervisory committee members, CEOs, senior management


The Making of an Effective Board Chairperson

It’s a tightrope walk … being the board chair. You have to lead, without dominating, be willing to have difficult conversations. You’re a visionary, but also one of a group of peers. And you’re the navigation point to the all communication to the CEO and staff. And of course, you’re chief cat-herder. The chairperson’s job is an extremely important one with a great deal of influence over how effective the credit union can be. In this session, we’ll review a range of competencies for the chair. We’ll consider how to “read” your board for its style and personality in order to employ the most effective techniques. And finally, we’ll discuss what has worked for attendees and ways to share our collective experience.

Audience: directors, volunteers, supervisory committee members, CEOs


Everything I Needed to Know About Teamwork & Leadership I Learned in Marching Band

Over 125 people step onto a field in unison, then start playing different parts and moving in different directions. They’re executing a strategic plan to a grand, explosive visual and auditory effect. That’s a team working with great leadership.

We all love a great sports analogy, but in terms of leadership and team development, the marching band offers all lessons: mentorship, succession planning, diversity of roles, execution in synchrony, communication, competition, and more! And they are working together with purpose. And c’mon, a basketball team has, what, 10 people? Only half of which are playing at the same time.

This session offers the insights of a self-proclaimed “band geek.” Lighthearted though it may be, the lessons are real, and inspiring.

Audience: directors, volunteers, supervisory committee members, CEOs, senior management, staff


The Power of Rapport and Influence

How do you think of rapport? For many it’s a vague “connection” with others, or a mysterious “feeling” in a group dynamic. The truth is that rapport is much more powerful than most realize. (Did you know that it will show up on an MRI?) Knowing and understanding this powerful force can help you influence a single person or an entire room full. But rapport can also be the lynchpin in creating an effective team, the difference between simply moving projects forward, and charging ahead with gangbuster success. In this session, we’ll discuss the science behind rapport, and practical ways to harness it in every aspect of daily life.

Audience: any


The Path to Presenter

Fear of public speaking is right up there with fear of heights and fear of snakes. But we all have to do it some of the time. With a little practice and a few tips, a well-delivered presentation could be the difference between a big project going forward, a major deal getting closed, or even a significant promotion. Sharpen your skills and leverage them for the good of your organization and your career. This course will cover research-based approaches to help you establish credibility and rapport with any audience. It will provide guidance on the use of graphics and how to avoid creating PowerPoint presentations that cure insomnia.

Audience: This course is targeted for novice to mid-level performers, ideal for younger developing staff, or those who are, or hope to change rolls and grow professionally.


You DO Know You’re a Co-op, Right?
Leveraging the Cooperative Principles to Standout in Your Market

Does your credit union look like every other financial institution for miles around? Or is your sole differentiator unnoticed, great customer service? In this session we’ll examine the seven cooperative principles and learn how you can use them to set yourself apart in a crowded financial services market. Let’s face it banks, payday lenders, peer-to-peer lenders, and the like can’t touch these principles. Credit unions ARE different, but we’re often too humble to make that known.

Audience: directors, volunteers, supervisory committee members, CEOs, senior management, staff


Assumptions Gone Awry: Mobile Learning for Baby-Boomers & the Silent Generation

This session will address the stereotype of baby-boomers being uninterested in taking up mobile learning. As an example, one trade association’s audience was volunteer boards of directors, who had previously tossed aside laptops, PCs, and cell phones provided for their use and professional development. They suddenly leaped the curve and took to the iPad enthusiastically due to its simplicity. This change revealed a gap in the market and a demand from a different generation than originally planned for. Baby-boomers look for quick, simple access to materials quickly, 24/7. But their expectations about mobile learning and course access were not the same as those of generation X, Y and the Millenials. On one hand they had jumped the curve in terms of using the technology, on the other hand how they received the actual content hadn’t changed much. This required some adapting.

Audience: trainers, marketers, SMEs creating training


Board Succession Planning at its Simplest and Finest

Is your board ready to move forward into the future? Beyond a year at a time? A well thought out succession plan is a necessary part of the plan. It needn’t be complicated or difficult either. Hear how to break this process down into concrete steps: define the competency needs of the board, outline the ideal diversity plan, create a flexible timeline, and start an evergreen recruitment process. This will establish continuity and avoid emergency circumstances.

Audience: directors, volunteers, supervisory committee members, CEOs