Presented by Peregrine Leadership Institute

Credit Union Leadership Institute

Presented by Peregrine Leadership Institute Olin O. Oedekoven, Ph.D., President & CEO Deb Robbins, SPHR, Chief Operating Officer Howard A. (Art) Dillon Jr., Leadership Consultant; Steve Mount, Leadership Consultant www.PeregrineLeadership.com

Contact Diana Stoick, [email protected], 800-477-1697x3383, cell 307-259-1169

Expectations & Participation  Four 2-Day workshops March, May, August, and September. Each workshop includes 16 hours in the classroom and one or two evening short-sessions that focus on networking and key leadership topics.  360 surveys will be sent to all participants in January from Peregrine Leadership Institute with explicit instructions. The results will be used in the first workshop. This survey is an integral part of our leadership development training, so please return it to Peregrine, by February 16. A post training survey will be done at the completion of the program to compare the results.  The evening before the first workshop, Monday, March 6, includes a social dinner along with an introduction to Credit Union Leadership Institute, the credit union movement and leaders within the movement. o Subsequent workshops will include one evening dinner social with leadership presentations. o Participants will develop and present the presentations as part of their homework assignments. Homework assignments are done in small groups (don’t worry these are not too time consuming). o Lunches, snacks and dinners are included in the registrations costs.  One-on-one coaching/mentoring session with each participant will be conducted at your credit union in the June/July timeframe. Peregrine staff will schedule these.  Final workshop o September 12, 5:00pm – 7:00pm – Final group projects will be presented at the first evening dinner. o September 13, 5:30pm-8:00pm - Recognition/Graduation Dinner You may invite colleagues and guests. (Their cost is $65 per person) Location TBD in Tucson

. One spokesperson will be chosen to speak at the graduation dinner.

 September 22, 6:00pm – 10:30pm Denver - Mountain West Credit Union Foundation Star Gala Leadership participants are encouraged to attend if possible. (Individual Gala tickets $195) o If you plan on attending the Star Gala please make hotel reservations as soon as possible as there are major events in Denver that weekend. Reference you are with the Mountain West Gala o Hotel Accommodations: $131 - Hilton Garden Inn Denver Cherry Creek 600 S. Colorado Blvd Breakfast included Call in Rate Code: Mountain West Gala 303-754-9800 Online Rate Code: Gala http://www.hgicherrycreek.com/ Credit Union Leadership Institute – Agenda

Workshop 1 March 7 - 8 Phoenix - 8:00am - 4:30pm Location: Arizona Central CU Training Room, 2020 N. Central Ave., Phoenix Hotel Accommodations: Rate $189 – Fairfield Inn & Suites, 2520 N. Central Ave., 602-716-9900 Breakfast included Social/Networking Dinner: Monday, March 6, 5:00pm – 7:00pm - Arizona Central CU Training Room Leadership Foundations  Leadership Defined  MBTI (Myers Briggs Type Indicator, mail-back version)  Leadership in Action using the film Gettysburg to demonstrate: o Leadership Values & Attributes o Leadership Styles o Communications o Active Listening o Feedback  The 8 Universal Laws of Leadership  Leadership Development Resources  Personal Leadership Development Strategies

Workshop 2 May 2 - 3 Tucson - 8:00am - 4:30pm Location: Pima FCU Training Room, 6850 N. Oracle Rd. Tucson Hotel Accommodations: Rate $95 – Hampton Inn, 5950 N. Oracle Rd., Tucson 520-618-8000 Breakfast included Social/Networking Dinner: Tuesday, May 2, 5:00pm – 7:00pm – Hampton Inn

Coaching and Mentoring: Unleashing the Power of Your Team  MBTI Results  Coaching and Mentoring Defined  Coaching and Mentoring in Action using the film Remember the Titans to demonstrate: o Stages in Team Development o Dealing with Conflict o Team Leadership o Understanding and Leading the Generations it the Workplace o Coaching o Mentoring o Leadership Styles, the Management Grid  DO RIGHT: Developing Trust in the Workplace  Team Projects: Presentations Assigned and Actions Needed for Recognition/Graduation Ceremony Credit Union Leadership Institute – Agenda continued Workshop 3 August 1 – 2 Tucson - 8:00am - 4:30pm Location: Pima FCU Training Room, 6850 N. Oracle Rd. Tucson Hotel Accommodations: Rate $95 – Hampton Inn, 5950 N. Oracle Rd., Tucson 520-618-8000 Breakfast included Social/Networking Dinner: Tuesday, August 2 – 5:00pm – 7:00pm – Hampton Inn Leadership Essentials: Ethics, Compliance, and Performance Management  Performance Management in Action using the film Master and Commander to demonstrate: o Ethical Decision-Making o Dealing with Conflict in the Workplace o Identifying and Solving Performance Issues, Performance Counseling  Leaders of Character/Values-based Leadership  Workplace Compliance Issues  Practical Case Studies in Leadership  Team Projects: Presentations and Actions Needed for Recognition/Graduation Ceremony

Workshop 4 September 12 – 13 Phoenix - 8:00am - 4:30pm Location: Arizona Central CU Training Room, 2020 N. Central Ave., Phoenix Hotel Accommodations: Rate $145 – Fairfield Inn & Suites, 2520 N. Central Ave., 602-716-9900 Breakfast included Final Presentations & Dinner: Tuesday September 12 – 5:00pm – 7:00pm Arizona Central CU Training Room, 2020 N. Central Ave., Phoenix Recognition/Graduation Dinner: Wednesday, September 13 – 5:30pm – 8:00pm Location TBD Phoenix

Leadership Character: Courage and Honor Required  Ordinary People, Extraordinary Results (Parts I-IV)  Character Leadership in the Workplace  Character Leadership in Action using the film The Blind Side to demonstrate: o Values-based Leadership o Choosing the Harder Right over the Easier Wrong o Leadership Principles o Removing Performance Barriers o Leading Change  The Power of Positive Expectations  Inspiring Others to Succeed Mountain West Credit Union Foundation Star Gala Friday, September 22, 6:00pm – 10:30pm Kevin Taylor’s at the Opera House and Ellie Caulkins Stage, Denver Performing Arts Complex, 1345 Champa Street. Denver, CO 80204 (individual tickets $195) Hotel Accommodations: $131 - Hilton Garden Inn Denver Cherry Ck 600 S. Colorado Blvd, Breakfast included Call in Rate Code: Mountain West Gala 303-754-9800 Online Rate Code: Gala http://www.hgicherrycreek.com/ Graduates are encouraged to attend if possible.