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@BCYoungLeaders #BCYL2018

2018 Leaders of Tomorrow Conference Vision

Supporting the relevancy of BC’s Credit Unions by enriching, engaging and inspiring today’s young leaders

2018 Leaders of Tomorrow Conference Who are we??

• Brad Burnett - Prospera Rachel Palaci - Cusouce/CCUA • Alicia Brady Deaust - Central 1 Pam Pinch - East Kootenay Community • Ericka Hewitt - Coastal Community Mike Ray - Integris • Ryan Hildebrandt - Osoyoos Kimberley Solecki - Integris • Alex Kostenko - Sunshine Coast • Tanya Mueller - Central 1 Saara Majuri -

2018 Leaders of Tomorrow Conference Saturday, October 27th – Leadership Development • 8:00am – Breakfast and registration • 8:30am – Welcome and introduction • 8:45am – Session #1: Developing Your Leadership Style – • 10:15am – Networking break • 10:30am – Session #2: Why a Successful Credit Union Needed to Change – Barry Delaney • 12:00pm – Lunch • 1:00pm – Panel: Planning Your Career Path – Diane Sullivan, Bruno Dragani & Doug Eveneshen • 2:15pm – Networking break • 2:30pm – Session #4: Building Your Brand – Alisdair Smith • 4:00pm – Wrap-up and close

2018 Leaders of Tomorrow Conference @MNP_LLP

2018 Leaders of Tomorrow Conference

Developing Your Leadership Style

Launi Skinner, First West Credit Union

2018 Leaders of Tomorrow Conference

What Values Developed my Leadership Style?

2018 Leaders of Tomorrow Conference Love What You Do - Customer/Member

2018 Leaders of Tomorrow Conference Love What You Do - Community

2018 Leaders of Tomorrow Conference Love What You Do - People

2018 Leaders of Tomorrow Conference Love What You Do - Courageous / Unique

2018 Leaders of Tomorrow Conference

Future Leadership Competencies

2018 Leaders of Tomorrow Conference Korn Ferry, Haygroup – Leaders of Tomorrow

Strategy Stakeholder Member Design and Relations Experience Execution

Employee Talent Operational Engagement Strategy Effectiveness

2018 Leaders of Tomorrow Conference Korn Ferry, Haygroup – Leaders of Tomorrow

2018 Leaders of Tomorrow Conference McKinsey and Company - Leading Agile Transformation

2018 Leaders of Tomorrow Conference McKinsey and Company - Leading Agile Transformation From: To:

• Directed and managed • Provide clear responsibility and authority – engaged

• Environment of scarcity • Abundance of opportunities and resources

• Senior and experienced define detailed plans • Embrace uncertainly and quick to try new things

• Leaders control, direct and specify work • Leaders empower to take full ownership

• Technology supports capability • Technology seamlessly integrated and core to every aspect

2018 Leaders of Tomorrow Conference

Behaviours to bring Competencies to life

2018 Leaders of Tomorrow Conference Just Start, literally

2018 Leaders of Tomorrow Conference Engage in partnerships

2018 Leaders of Tomorrow Conference Change your Mindset

“If you are looking for a new challenge and any of these positions appeal to you, please have a discussion with your Performance Leader. Further, if you know of anyone in your networks that would be a great fit, please let them know we’re hiring.”

Darrell Jaggers, Chief Technology and Digital Officer

2018 Leaders of Tomorrow Conference Networking/Mentorship

2018 Leaders of Tomorrow Conference Wrap up – Health and Wellness in the Workplace

Focus on psychological health and safety in the workplace

Healthy minds Healthy bodies Healthy finances Healthy relationships

2018 Leaders of Tomorrow Conference BREAK @AvisoWealth @QtradeInvestor

@UltimateHCM

2018 Leaders of Tomorrow Conference @Doxim_Inc

2018 Leaders of Tomorrow Conference Why a Successful Credit Union Desperately Needed to Change

Barry Delaney, B.Comm., MBA CEO, SASCU

2018 Leaders of Tomorrow Conference Businesses are like people; some are healthy and some are not. A good doctor knows that even healthy people may have a silent illness….killer. How do we recognize the symptoms?

2018 Leaders of Tomorrow Conference An example of where the diagnosis was self evident and the treatment was clear.

2018 Leaders of Tomorrow Conference The patient

2018 Leaders of Tomorrow Conference …a phone call…

2018 Leaders of Tomorrow Conference The patient

2018 Leaders of Tomorrow Conference Vitals Chart

1 Financial Metrics Top Quartile ROA, Financial Margin, non-interest income, Wealth, Insurance, Commercial.

2 50% All five banks plus alternate lenders, Market Share brokers, Edward Jones, Investors, Johnson Very Strong Meyer, etc.

3 Staff Engagement Normative data shows SASCU exceeding the credit union norm by > 30% on key Very Strong engagement questions for staff, members, Success Everywhere Success 4 community and non-members. Member Loyalty

5 As measured by robust board assessment Board Performance High process and top marks from regulator & outside coaches.

2018 Leaders of Tomorrow Conference Everybody was Happy

2018 Leaders of Tomorrow Conference Silent Silent Killers

“Silent killers” are diseases that produce no symptoms and are capable of causing death if not treated.

Doctors consider hypertension the #1 silent killer.

The best ways to protect yourself are being aware of the risks and making changes that matter.

2018 Leaders of Tomorrow Conference Silent Killer

“In business, when two silent killers come together, there is no survival.”

The first one is common place, the second one can come from anywhere. Therein lies the challenge.

2018 Leaders of Tomorrow Conference Silent Killer

What is typically the #1 silent killer in business?

Complacency

2018 Leaders of Tomorrow Conference Complacency in the Cockpit

2018 Leaders of Tomorrow Conference Look for symptoms

2018 Leaders of Tomorrow Conference Deadly Pairing

Declining membership levels and extreme pressure on capital found within a complacent and happy culture. The “healthy” patient needed immediate treatment.

2018 Leaders of Tomorrow Conference Power of Fresh Eyes:

Four Diagnostic Steps to Follow

1 Assess Your Team: 2 3 4 Create Urgency & Get On with it: Change 1. Competency Management 2. Confidence Communicate the Why --

3. Judgement again and again and again. Successfully led enterprise wide change in a large CU; Understand how to win business & grow staff engagement.

2018 Leaders of Tomorrow Conference You Should Fire Him

2018 Leaders of Tomorrow Conference Power of Fresh Eyes:

Four Diagnostic Steps to Follow

1 Assess Your Team: 2 Assess the Business: 3 4 Create Urgency & Get On with it: Critical metrics: Change 1. Competency 1. Earnings Management 2. Confidence Communicate the Why -- 2. Capital 3. Judgement again and again and again. 3. Liquidity Successfully led enterprise 4. Strategy wide change in a large CU; 5. Trust Understand how to win business & grow staff engagement.

2018 Leaders of Tomorrow Conference The Patient

2018 Leaders of Tomorrow Conference The Business

Strategy

Earnings Capital

Trust Liquidity

2018 Leaders of Tomorrow Conference Power of Fresh Eyes:

Four Diagnostic Steps to Follow

1 Assess Your Team: 2 Assess the Business: 3 Assess the Strategy: 4 CreateCreate Urgency Urgency & & Get Get OnOn with with it: it: Critical metrics: Does it make sense given Change 1. Competency 1. Earnings our competition, Management 2. Confidence CommunicateCommunicate the the Why Why -- -- 2. Capital geography and existing 3. Judgement againagain and and again again and and again. again. 3. Liquidity membership base? Successfully led enterprise 4. Strategy wide change in a large CU; 5. Trust Understand how to win business & grow staff engagement.

2018 Leaders of Tomorrow Conference Why, Again and Again and Again

Strategic Plan (3 – 5 yrs)

The Why and How

Business Plan (2 – 3 yrs)

The How and What

The benefits of an understood why: Operating Budget • Alignment across the org. (1 Yr)

• Prioritization of initiatives

Staff engagement Staff Member Satisfaction Member • Communication tool The What • Continuity of actions

2018 Leaders of Tomorrow Conference Power of Fresh Eyes:

Four Diagnostic Steps to Follow

1 Assess Your Team: 2 Assess the Business: 3 Assess the Strategy: 4 CreateCreate Urgency Urgency & & Get Get OnOn with with it: it: Critical metrics: Does it make sense given Change 1. Competency 1. Earnings our competition, Management 2. Confidence CommunicateCommunicate the the Why Why -- -- 2. Capital geography and existing 3. Judgement againagain and and again again and and again. again. 3. Liquidity membership base? Successfully led enterprise 4. Growth wide change in a large CU; 5. Engagement Understand how to win business & grow staff engagement. 1• Practise reasonable paranoia 2• Look in the rear view mirror. See who is catching up. Complacency

2018 Leaders of Tomorrow Conference Explore

“I refuse to join any club that would have me as a member.” … Groucho Marx

2018 Leaders of Tomorrow Conference Power of Fresh Eyes:

Four Diagnostic Steps to Follow

1 Assess Your Team: 2 Assess the Business: 3 Assess the Strategy: 4 CreateCreate Urgency Urgency & & Get Get OnOn with with it: it: Critical metrics: Does it make sense given Change 1. Competency 1. Earnings our competition, Management 2. Confidence CommunicateCommunicate the the Why Why -- -- 2. Capital geography and existing 3. Judgement againagain and and again again and and again. again. 3. Liquidity membership base? Successfully led enterprise 4. Strategy wide change in a large CU; 5. Trust Understand how to win business & grow staff engagement. 1• Practise reasonable paranoia 2• Look in the rear view mirror. See who is catching up. Complacency 3• We can always do better. Be constructively dissatisfied with everything.

2018 Leaders of Tomorrow Conference Competitors are Relentless

2018 Leaders of Tomorrow Conference Power of Fresh Eyes:

Four Diagnostic Steps to Follow

1 Assess Your Team: 2 Assess the Business: 3 Assess the Strategy: 4 CreateCreate Urgency Urgency & & Get Get OnOn with with it: it: Critical metrics: Does it make sense given Change 1. Competency 1. Earnings our competition, Management 2. Confidence CommunicateCommunicate the the Why Why -- -- 2. Capital geography and existing 3. Judgement againagain and and again again and and again. again. 3. Liquidity membership base? Successfully led enterprise 4. Strategy wide change in a large CU; 5. Trust Understand how to win business & grow staff engagement. 1• Practise reasonable paranoia 2• Look in the rear view mirror. See who is catching up. Complacency 3• We can always do better. Be constructively dissatisfied with everything. 4• Watch for fresh ideas. From anyone from anywhere.

2018 Leaders of Tomorrow Conference The Power of the Frog

2018 Leaders of Tomorrow Conference Leadership Lessons

1• Practise reasonable paranoia 2• Look in the rear view mirror. See who is catching up. 3• We can always do better. Be constructively dissatisfied with everything. 4• Watch for fresh ideas. From anyone from anywhere.

…don’t assume your patient is healthy

2018 Leaders of Tomorrow Conference

2018 Leaders of Tomorrow Conference LUNCH @TheRealCUES

@Central1CU

@PraCanada

2018 Leaders of Tomorrow Conference Planning Your Career Path Panelists: •Diane Sullivan, VP Human Resources, G&F Financial Group •Bruno Dragani, Chief People & Administrator Officer, Coastal Community Credit Union •Doug Eveneshen, CEO, Stabilization Central

2018 Leaders of Tomorrow Conference NETWORKING BREAK @pacbluecross

@Coop_Mgmt_Ed @smuhalifax @SobeySchool_SMU

2018 Leaders of Tomorrow Conference @LandcorDataCorp

2018 Leaders of Tomorrow Conference @deaconalisdair

Alisdair Smith

2018 Leaders of Tomorrow Conference

Building Your Personal Brand

Alisdair Smith, MA, ACC, ACCUD [email protected]

2018 Leaders of Tomorrow Conference 59 Sparking our Thinking

• Find the picture that best represents what you stand for as a leader. • Share with a partner; what do you stand for as a leader and why

60 2018 Leaders of Tomorrow Conference Partners, Opening Consultations

•What is the one most common piece of positive feedback you’ve received over the past 2-3 years? •Why do you think it is important to be good at that? Personal Brand and Social Media?

And it’s much, much more… • @deaconalisdair • Linkedin – Alisdair Smith

62 “Signature Presence” – Mary Beth O’Neill - Executive Coaching with Backbone and Heart, 2000

“Presence means developing and increasing your tolerance for a host of situations many people actively avoid: ambiguity, daunting challenge, others' anxiety or disapproval, and your own stress. Presence stands in the midst of any of these reactions, does not shut them out, and acts anyway. In the face of internal or external resistance, you refuse to back away from the moment at hand. Signature presence is moving through these moments in a way unique to you, making the most of your own strengths, interests, and eccentricities.”

- 63 - Personal Brand Glenn Llopis, Forbes Magazine April, 2013

“Personal branding… is about making a full-time commitment to the journey of defining yourself as a leader and how this will shape the manner in which you will serve others. Your personal brand should represent the value you are able to consistently deliver to those whom you are serving. …Managing your personal brand requires you to be a great role model, mentor, and / or a voice that others can depend upon.”

- 64 - Defining Our Leadership Signature Presence/Personal Brand…

3 Exercises + 1 Discipline

- 65 - Exercise 1; Top 5 Experience

Top 5 Things I Believe People Experience with Me

• Enthusiasm • Open dialogue/exploration • Integrity • Commitment • Hospitality/Compassion

- 66 - Top 5 Experience

Top 5 Things You Experience in Relationship with Me?

• honesty & integrity • empathy and a readiness • Thoughtful, • honesty • supportive to help. considerate • two-way • open to feedback • stories and an optimistic conversation communication • meet commitments outlook • Connected • mutual respect for • hold me accountable • confidentiality and storytelling one another roles discourse appropriate to • Always a warm and areas of different areas of welcome strength relationship • Capacity to • professionalism • ideas welcomed and built integrate, • coaching and on with little ego but absorb, feedback on my great concern for the translate & performance so I greater good. articulate can be all I can be. • to feel heard and valued • Fun & Zest after spending time with you.

- 67 - Top 5 Experience Exercise

Top 5 Things I Believe People Experience with Me

- 68 - Top 5 Partner Dialogue

Top 5 Things I Believe People Experience with Me

Why is that important? What is a specific example of each?

- 69 - Exercise 2; Good To Great Questions

• What am I passionate about? • What am I best at?

*Good to Great, Jim Collins 2001

- 70 - Partner Dialogue

• What am I passionate about? • What am I best at? • How do I experience this at work? How would I like to experience this at work?

- 71 - Exercise 3 Frederick Beuchner & Vocation

What is the world hungry for right now?

- 72 - Exercise 3 Carol McKinnon Mission Questions

• What is the number one problem you were born to solve, or the number one questionWhat you were is bornthe to world answer? • In many myths, the “hero”hungry is granted for three right wishes. If you’re the hero in your story, what three things would you ask for? What is one action you could take right now to beginnow? to make you answers come true? • What are the messages you hear consistently at work? In relationships? Do these messages challenge your status quo? • What is the most important thing missing from your life right now? • What haunts you?

- 73 - Why is your answer to any of these questions important to you?

- 74 - Partner Dialogues

Why is that important for you?

- 75 - One Discipline Every night… • What went well today? • Where did I mess up? • How will I make amends? • What am I thankful for?

- 76 - Tee Shirt Clarity

Alisdair… • …supporting people in the vital work of changing their minds. • Find passion in your work and discover the difference you can make in the world.

- 77 - Putting it all together...

What does your tee-shirt say? “Open Doors, Open Hearts, Open Minds”

- 78 -

Thanks Very Much

2018 Leaders of Tomorrow Conference 79 Adjourn Day 1

#BCYL2018

2018 Leaders of Tomorrow Conference Sunday, October 28th – System Perspective

• 8:00am – Breakfast • 8:30am – Session #5: Future of the Credit Union System – Mark Blucher • 10:00am – Networking Break • 10:15am – Session #6: World Café – Leaders of the Future Credit Union System • 11:30am – Wrap Up • 12:00pm – Travel to Whitecaps Game • 1:30pm – Whitecaps Game @ BC Place

2018 Leaders of Tomorrow Conference @ConcentraBank

2018 Leaders of Tomorrow Conference B.C. Young Leaders Forum

Vancouver, B.C. October 28, 2018

2018 Leaders of Tomorrow Conference Mark Blucher CEO, Central 1 Credit Union

2018 Leaders of Tomorrow Conference The Future of the Credit Union System .. and You!

Disruption in banking is accelerating

Outside the zone Heading into Digital Digital of digital disruption disruption disruption transformation

Books, newspapers Media & Entertainment Music Gaming

Retail

Banking

Telecom Insurance Pharma Mining Education

Manufacturing We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next ten. Don’t let yourself be lulled into inaction. Bill Gates

2018 Leaders of Tomorrow Conference Digital transformation – what is it? Let’s decide on a definition

Digital transformation is the integration of digital technology into all areas of a business, fundamentally changing how you operate and deliver value to customers. It's also a cultural change that requires organizations to continually challenge the status quo, experiment, and get comfortable with failure.

Moving from companies focused on policy and process to those leveraging information and insight Challenges facing credit unions

Competitiveness: As banking enters the next curve Disruption of disruption, Canadian credit unions will be challenged to respond effectively

Relevance: Looking forward, credit unions are also Growth struggling to attract the next generation of members Challenges (and source of renewal and growth)

Impact: The financial headwinds facing credit unions Spending Challenges in Canada will likely only accelerate Canadian banking is an island of tranquility

Comfortable margins High ROEs Domestic retail banking revenues margins after risk Net income over total shareholder equity by country of domicile; costs1 by country of product sale; percent, 2016 percent, 2016

Canada 1.2% Canada 16.1%

South Korea 1.0% Australia 9.8%

Australia 1.0% Sweden 9.6%

USA 0.9% USA 8.6%

France 0.9% France 7.1%

Spain 0.9% South Korea 6.8%

Switzerland 0.7% Japan 5.4%

Sweden 0.6% Spain 5.4%

UK 0.6% Switzerland 3.6%

Japan 0.5% UK 1.6%

1 Includes fee margin and interest margin net risk cost margin; Interest margin calculated as the difference between the average interest rate on specific products and the matched maturity interbank rate SOURCE:2018 Thomson Leaders Reuters, SNL, McKinsey of PanoramaTomorrow Conference High smartphone penetration, low digital banking penetration

Smartphone penetration Digital share of revenue after risk costs1 Percent, 2017 Percent, 2017

Sweden 75% Netherlands 47%

Denmark 75% Denmark 44%

Canada 70% Sweden 40%

United States 69% UK 35%

Netherlands 69% Germany 27%

Germany 69% United States 26%

UK 69% Canada 19%

1 Interest and fee revenues net risk cost from products sold digitally (online + mobile) divided by total banking interest and fee revenues net risk cost; 2 Share of customers who purchased the product digitally; 3 Total retail revenue pool (excluding micro loans, credit and debit card payments) SOURCE:2018 McKinsey Leaders Panorama – Digital of Banking Tomorrow Pools, Multichannel survey, Conference Global Mobile Market Report, Press search, Ecommerce foundation Competitiveness: Spend and Efficiency

Canadian credit unions at a disadvantage

Big 5 Bank Spending spend on 12.5 ability technology 2017 Total Credit spend, Union spend 4.2 $ Bn on OpEx

~3x more

Banks 55.2 Operating efficiency 2017, % Credit Unions 74.9

~30% less

SOURCE:2018 Press Leaders releases, Annual of Reports, Tomorrow CCUA Conference Competitive pressures – emergence of Fintech but also “big tech” as a viable threat

Payments Regtechs

Robo advisors Digital banks & Alternative banking software Finance Blockchain providers

Bitcoin Personal finance Digital identity Remittance verification 2018 Leaders of Tomorrow Conference Relevance: Looking forward, credit unions are also struggling to attract the next generation of members (and source of renewal and growth)

…However, Credit Unions are struggling to develop a strong Millennials are important…. value proposition for them

32% 37% 53 yrs

9.5 M of Canada’s population of young millennials don’t is the average age of credit know what credit unions union members $237B are and do Millennials are seeking a digital banking experience: Combined estimated income 68% 47% 23% 75% Would switch banks for Would consider better mobile banking use online banking switching to a experience of labor force in next 15 years branchless bank

SOURCE:2018 World Leaders council of Credit Unions,of Tomorrow FICO Decisions (2014), FICO Conference survey 2016, Statistics Canada, Google Consumer survey We are The number of credit unions already has been cut in half seeing the impact of The share of deposits for these forces. credit unions is down by 24% Over the last Liquidity ratios for credit decade… unions are down by 20% Time innovations needed (years) to reach 50M users

Built the Infrastructure

Moved atoms

Moved electrons

Source: Visual Capitalist The pace of change is accelerating 2018 Leaders of Tomorrow Conference First mover/Launch year Digital transformation – maybe it is easier to build the sensing, always improving organization

Winner/Launch year

Source: World Economic Forum/ Bain & Company 2018 Leaders of Tomorrow Conference AI & Machine Learning – Why Now?

Big Data Software Cloud and reach and business of the hardware models internet advances 2018 Leaders of Tomorrow Conference Four potential future scenarios for the credit union system in Canada

New Race to the Survival of Big Fish Normal Bottom the fittest No significant Accelerated Forces create What happens in Real estate crisis the market changes consolidation massive disruption

Digital disruption continues apace – members of all ages demand omni-channel solutions Increased M&A = keeping The impact on Survival through Bankruptcy, acquisition and competitive CU’s painful transition mergers, regulation attrition position Leading digital platform Low-cost, utility services Industry leadership Access to profit pools Political Regulators: close What CU’s need to Focus on long term engagement and succeed Support for M&A partnership horizon risk management

2018 Leaders of Tomorrow Conference There are four potential future scenarios for the credit union system in Canada High Big fish Survival of the fittest

Face irrelevance or reinvent business Play meaningful role in system model continuation Structural changes New normal Race to bottom

We continue to benefit from status Support cost saving initiatives quo

Low Low High Market disruption among credit unions 2018 Leaders of Tomorrow Conference Exercise: Determine the pathway for credit unions in these challenging times

Divide into groups Spend fifteen minutes thinking We will spend 10 mins to discuss as through: a group

Which path are Credit Unions most likely to follow to Survival of the Fittest?

What are likely to be the most influential factors?

2018 Leaders of Tomorrow Conference Markers of how other credit unions have responded

1 Competitiveness Pool resources to build digital scale Use size as an advantage: agile partnership to out-innovate others

Leverage open platforms and build new ecosystem partnerships

2 Relevance Relentlessly focus on reimaging customer experience journeys Leverage digital to build broad local ecosystems/ marketplaces serving members way beyond banking

Use data collectively to serve members better personally

2018 Leaders of Tomorrow Conference With consolidation, there are three potential end states for credit unions

Alliance Multi-brand Franchise Single-brand Franchise

Members Members Members

Digital platform Common Common Common

Credit union CU1 CU2 CU3 CU4 CU1 CU2 CU3 CU4 CU1 CU2 CU3 CU4 “brands”

Middle/back office Common Common Common

Balance sheet CU1 CU2 CU3 CU4 Common Common

Community CU1 CU2 CU3 CU4 CU1 CU2 CU3 CU4 Common impact/priorities

2018 Leaders of Tomorrow Conference

The opportunity for Canadian credit unions

Think and act like an 1 innovator/disruptor

Seek partners to build 2

scale Competitiveness 3 Leverage data

4 Reimagine client journeys

5 Renew organizational culture Relevance 6 Have a global perspective 2018 Leaders of Tomorrow Conference Cause for optimism

Innovation is in your genes. You have your origins in Think and act like an 1 innovator/disruptor disrupting a traditional and slow-moving industry

Seek partners to build Your operating model is founded on cooperative principles, 2 scale designed to enable success of the system

Competitiveness Your value proposition has always been about data and 3 Leverage data understanding your members better than others

4 Reimagine client journeys You care deeply about the experience your members have

and not just their economics

5 Renew organizational culture You have a distinctive and values-based culture that attracts,

develops and retains talent powerfully Relevance 6 Have a global perspective You have a global outlook and exchange ideas with cooperative partners around the world 2018 Leaders of Tomorrow Conference Core Capabilities for the future

Meet or exceed Build the digital Create a digital-first member cooperative organization expectations ecosystem

• Use data and analytics • Find inspiration • Develop an agile to understand globally culture across the members better • Build world-class enterprise • Put members at the partnerships • Become a digital centre talent hub

2018 Leaders of Tomorrow Conference The Operating Model of a future state Agile organization Structure Process Network of Rapid decision and empowered teams learning cycles

Shared purpose and vision Dynamic people Next generation model that ignites enabling technology passion People Technology 2018 Leaders of Tomorrow Conference 2018 Leaders of Tomorrow Conference An agile organization is a living organism

Flexible resources Quick changes Leadership shows direction

Focus on action

Accountable teams

2018 Leaders of Tomorrow Conference Success means balancing performance and health

Performance/ Health/ Strategy Culture

What we do to improve how How we align ourselves, we develop products and execute with excellence, services, package them into and renew ourselves to solutions, and deliver them deliver our strategy to our members and clients

2018 Leaders of Tomorrow Conference Leadership of the future

Leadership of You: EQ Definition Hallmarks Self Recognize and Self confidence, understand own realistic self awareness moods assessment The five Self Think before Trustworthiness components of regulation acting and integrity

Passion to work Strong drive to emotional beyond Motivation achieve intelligence money/status Understand Build and retain others’ Empathy talent emotions

Manage relationships Source: Daniel Goleman “What Makes a Leader” Lead change Social skill and build Harvard Business Review networks 2018 Leaders of Tomorrow Conference Leadership and the role of Values

2018 Leaders of Tomorrow Conference Leadership capabilities in agile organizations

Work in agile ways Find the ‘north star’ Creative Disciplined Agile design Design mindset approach Agile culture thinking

Transforming your Transforming your teams Transforming yourself organization

2018 Leaders of Tomorrow Conference Questions

Closing Remarks

2018 Leaders of Tomorrow Conference Thank you

Reach out any time to [email protected]

2018 Leaders of Tomorrow Conference 2018 Leaders of Tomorrow Conference BREAK

@CollabriaFS

@CCUA_ACCF

2018 Leaders of Tomorrow Conference World Café Leaders of the Future of the Credit union System

2018 Leaders of Tomorrow Conference

What’s next??

What’s next for me? How do I stay engaged?

• New Member Call Dec 5 – details to come in our next newsletter

• Webinar coming

2018 Leaders of Tomorrow Conference • We will be looking for Regional Group Leaders • Plan and facilitate quarterly regional group meetings or conference calls • Full support of the Working Committee

Why? Regional • Encourage connections • Continue to build relationships, collaborating and sharing our knowledge Groups • Build project management skills through planning and organizing • Build leadership skills through facilitation • Looking to identify issues specific to their geographical regions as well as the system as a whole

2018 Leaders of Tomorrow Conference

Reflections

2018 Leaders of Tomorrow Conference Game start time 1:30pm

2018 Leaders of Tomorrow Conference

2018 Leaders of Tomorrow Conference