West Virginia Credit Union League 2017 Leadership Conference

August 5, 2017 9:00 am to 4:00 pm | Charleston, WV

Charleston Marriott Town Center
200 Lee Street East
Charleston, West Virginia 25301

Please note that registration/check-in will begin at 8:30 am each day

Credit Union’s and Higher Purpose: A Deeper Calling

Early credit union pioneer Edward Filene is long credited with reminding credit union leaders to “Keep purpose constant.” The complexity of today’s consumer and financial environments has made it easy for the movement to stray from a higher purpose and settle for being a commodity and chasing profit. But never has there been a better time to reconnect. An overwhelming number of Millennials indicate that strong purpose is essential to where they work and shop. By connecting your leadership and staff with this kind of resolve towards service to members is unlocking a superpower for your people, which creates profound differentiator beyond things like price or convenience. Know your purpose – Build your Difference!

Strategic Governance Essentials

Credit unions have evolved, but has your governance model evolved with it? It was not so long ago that board members were running credit unions from back porches and spare offices close to factory floors. Board members were making loans and taking deposits. It is no secret that the credit union industry has changed. But too often the governance model used between boards and management hasn’t evolved far enough. We will examine this evolution from Back Porch Governance to Traditional Oversight Governance and on to Modern Strategic Governance.

It’s imperative that not only directors, but CEOs and senior management have a firm grasp of strategic governance in order to operate efficiently in the highly complex environment that credit unions operate in. We will discuss appropriate roles, how to lead with policy, use proactive restraint and dashboards for oversight, as well as the appropriate delegation of authority. The goal, as governance guru Dr. John Carver put it, is to make directors, “highly informed dreamers” to push the credit union towards a strategic vision.

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.

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.


Kevin Smith

Kevin Smith is Publisher and a consultant with TEAM Resources and brings extensive experience in designing and implementing professional development resources to grow leaders within the credit union industry. He also oversees the TEAM Resources board self-evaluation programs.

Previously, Kevin spent 10 years at the Credit Union National Association (CUNA), in the Center for Professional Development as Director of Volunteer Education. In that role Kevin developed and oversaw programs for credit union executives, boards, and volunteers. This included conferences and training events, webinars, print programs, and online courses, among others. During his tenure at CUNA, he created and brought several new programs to the credit union movement. One of these is the CUNA Volunteer Certification Program, an intensive, competency-based program for boards and supervisory committees, offered as a five-day onsite event or as a self-study program, both involving rigorous testing for completion. He also created the CUNA Training on Demand series of downloadable training courses, and the CUNA Pressing Economic Issues series featuring CUNA economists Bill Hampel and Mike Schenk.

Behind the scenes Kevin was involved with a team of CUNA leaders focused on creating a culture of innovation within the trade association, and working toward keeping the organization forward-thinking, to create new and better programs for its membership. This included participation in an IDEO design program. Before joining CUNA, Kevin spent several years teaching at the University of Wisconsin-Whitewater. He holds a Master’s degree from DePaul University, Chicago and a Bachelor’s degree from Miami University, Oxford, OH.

Registration Options

    • Online at www.wvcul.org
    • Complete and fax registration form to 304-485-0573
    • Mail registration to: 411 Cedar Grove Rd. Parkersburg, WV 26104
    • Registration/Cancellation Deadline: July 25, 2017
    • Contact Keith Rhodes at 800-642-1946 for more information.
    •  If you have a physical or medical condition requiring special attention, please advise us so we can make proper arrangements. Room temperatures vary, so please bring a light jacket or sweater.

When and Where

  • Charleston Marriott Town Center - August 5th
  • Lodging available on August 4th (Limited room block available)
  • Located at 200 Lee Street East ~ Charleston ~ West Virginia 25301

Reserve your room early

  • Lodging costs will be $129.99 per room per night.
  • To reserve a room at this rate, please make your reservation by July 7, 2017 by calling (304) 345-6500. (No sales tax will be charged if paid by a credit card issued in the credit union's name and the Tax Exemption Letter)
  • You must use identify yourself as part of the West Virginia Credit Union League group when making reservations to get the discounted rate. All reservations must be guaranteed with a major credit card.