Higher education inspires us to strive for the insights that yield intelligence and personal significance. And here we are learning and sharing together – not about what we think we know, but mining for knowledge we don’t yet possess. It’s this ambition that broadens the gap between you, your goals, and everyone else. This is your time.
18 posts categorized "Careers"
Post by Jack McAdoo, President & CEO, Beacon FCU
recently had the privilege to sit in with and listen to the very insightful
dialogue during the Southwest CUNA Management School c2c (Connect to Collaborate) Casual Chat this year after the Student
Alumni Dinner and Auction in Fort Worth.
What I heard was a strong reminder of many of my frustrations in the
early years of my career. I wish there
had been more of my peers there to listen to the words of our future
leaders. I thought I would write some of
this down to share, but understand, my words are not what is important
here. The words, feelings, passions and
emotions of this group are what is important.
of all, the c2c group is a group of 30 year-old and under students, professionals in our
industry...the credit union industry. The group was lead by 30ish credit union and supplier representatives. In
this particular session, there were approximately 40 men and women joined in a
circle to discuss topics of interest and concern. It was open forum. I was allowed to sit on
the outside of the circle with one strict rule; I was not allowed to
speak. I was allowed to submit a written
comment, but with no obligation from the group to discuss it.
group of extremely bright and creative professionals spoke for over an hour
about things that were important in their professional worlds. The discussion was sincere; it was candid;
and it was very informative. Here are a
couple of bullets of what was said:
- My CU is slow to incorporate technology;
- Budget cuts!
- Slow to incorporate change!
I heard was not as important as what I learned.
I learned that by and large, that group of young professionals, the
group that will someday lead our industry, is frustrated! They are frustrated because you and I as
managers, as CEO's, are not listening to them.
Or, I guess more precisely, we may be listening, but we are not hearing
them. At least, the perception is that
we are not hearing them. And you know
what is said about perception?
Perception is reality!
there anything more frustrating in our world than the feeling that no one is
listening? We must take note and learn
to communicate, or we risk losing this wonderful talent base to others and
other industries that have learned to communicate with them. Communication is not just talking. That's obviously important and based on my
experience with other CEO's, we have that part down! It is also about listening and actually
hearing what is being said. The
important part is to make sure everyone understands! That means goals and objectives both short
term and long term. How many times have
we heard great ideas, but for one reason or another they didn't fit into our
current strategic vision? The great
ideas were discussed, but nothing was ever done, and the idea gets lost,
leaving the one who thought of it feeling as if no one listened thus becoming
other thing that is important, or I viewed it as important, is that we as CEO's
need to quit blaming delays and inaction/no action on our Boards. Don't get me wrong. Boards are important, but let's quit kidding
one another. They look to us for direction. We as CEO's can make or break a decision on
an idea or proposal. Let's not blame or
hide behind the Board.
I guess what I learned is that it is important to listen to and actually hear our staff. Communicate with them! Make sure everyone understands strategic goals and objectives and how ideas, suggestions, proposals, etc. fit with or do not fit with the goals and objectives and why. We must put ourselves in their position, and we will understand how frustrated they can become. Communication is key! Focus on communication and stress it at all levels of the organization. Then, work on your listening skills!
Bright Lights & Shining Stars – Finding Encouragement by Taking Time to Reach Out and Getting to Know Each Other
It all started when I was working on the 2010 Marketing & Business Development Conference. Greg Cangialosi, CEO of Blue Sky Factory is the closing keynote speaker. I came across a series of questions in the “about us – our team section”. Taking lead from Blue Sky, I recently posted a mix of fun and professional questions for Southwest CUNA Management School first year students, in their online class group site, to help “break the ice” before they arrive on campus. You know the kinds of questions:
- What’s your favorite _______?
- What would you do if you could _______?
- Name your top 3 favorite _______?
- Where would you like to __________?
The list goes on. From time to time someone will post a list on Facebook or send an email to see if you’re willing to play along. They may seem silly or even a waste of time. Yet for those who choose to play along, insights are gained and relationships start to form or strengthen. A benefit I did not expect, was finding breaths of fresh air and encouragement.
When asked “what is your favorite thing about working at a credit union?” answers included:
- I love that we are empowered to help people without all of the hindrances everyone faces at a bank.
- “People helping people" is what it's all about!
- I like being able to help people, especially when we can help someone that no one else will even talk to.
- It's a REAL, honest to goodness, not-for-greed credit union.
- Helping my members.
- Building relationships and making dreams come true for members!
- Helping members get out of dept, permanently.
- Giving atmosphere.
The final item was a request to “give one valuable piece of advice to credit union professionals”:
- All of your past experiences and education are worthless if you feel they are your qualifying factor. Use them to make the rubber meet the road and move forward.
- Get in the game and never, never stop learning!
- Set high standards for yourself and work hard to meet them.
- Don't lose sight of our purpose (what makes us better). This, for me, takes a lot of practice and swallowing of pride, but: my most valuable tool has become examining what I think I want and why, my motivations, my actions and the outcomes. This exercise is applied to ALL aspects of my life). A great (important!) question is "how will this affect the people (family, friends, co-workers) around me?" I must admit, it's not always been "pretty".
- Ask for help from the credit union people around you and give it back. COOPERATE and COLLABARATE. It is the single best way to get done all the things you have to accomplish.
- Keep a good balance between "best for the credit union" and "best for the member".
- Work is just a small portion of your life- it is a means to an end (Retirement)". Keep God first, Family second, and Work last in your life.
- Be a servant with a servant’s heart – serve those who report to you, don’t make them serve you.
And yes, I did ask about favorite movies, flavor of ice cream, where’d they like to go other than Fort Worth in July with 100 degree temperatures, and more. I can’t wait to get to know this group of credit union professionals better!
A special thank you shout out goes to the SCMS Class of 2011 for setting the Class of 2012 group site up before they even arrive on campus!
Why do you like to work where you do? What advice would you give?
organization it's leadership who's responsible for setting the strategy,
developing the tactics, and following through on the execution. The challenge
for leadership is that not all plans go as planned. With capital markets
changing, politicians in Washington changing the rules daily, the economy on
life support, personal finances in turmoil and unemployment in double digits,
what is a leader supposed to do to increase their membership, create a stable
Credit Union, and continually deliver products and services that meet the needs
of the membership? It is to follow the basic principles of Paid to
- Learn to Slow Down
- Use Your Organization as Your Eyes and Ears
- Add Tools to Your Toolbox
- A new road
map for those in leadership that outlines 12 specific activities every leader
should be skilled at to:
- create rapid growth
- increase customer and employee satisfaction, and overall value to the credit union
- What assumptions are preventing you from making rapid progress towards your overall desired outcomes and what changes you can make to easily overcome these obstacles
- How to rethink the current strategic and tactical model in such a way that brings clarity to every activity you do every day
- What leadership is responsible for delivering to insure that there are no fires, and progress is made every day, and
- The rationale behind the phrase, "All management exists in the future." and what you can do to bring even greater leadership to those you manage.
This course, while only a day long, will immediately change you and your Credit Union forever.
If you’re looking to develop your team or enhance your skills, plan to spend July 21 (8:30 am – 3:30 pm) on the TCU campus (Lupton-Brown University Union) with international business forecaster and management strategist, David Goldsmith and the SCMS Class of 2012. Limited seating available on a day rate. For more details, visit www.scms.coop or contact Janine McBee, SCMS Synergist & Director.
David will also be our commencement speaker for the 38th SCMS Graduation.
When it comes to your career path and leadership development, as well as succession planning for your credit union, the first person you look to is yourself! No one cares more about your future than you and those who depend on you. If you're looking for insight and guidance to help you on your journey, check out this first year SCMS course:
Passion, Purpose & Performance: How Strategic Leadership Works in Today's Credit Union.
First year Southwest CUNA Management School (SCMS) students hit the ground running on day one with Dr. Robert Smith. During his high energy presentation, he takes students on an experiential journey, sharing insights into fundamental leadership requirements guiding strategic change within their credit unions. In 2010 and beyond, success will be defined by the ability of credit unions to innovate. This course is a unique hands-on experience in the emerging discipline of leadership innovation. Because successful innovation is ultimately measured by execution and accountability, this course is fully anchored in pragmatic applications including numerous case studies to illustrate different leadership skills. The final segment the revolves around a discussion of who needs to be on your support team for advancing your leadership career as a leader of innovation in your credit union.
Dr. Smith covers:
Dr. Smith covers:
On a space available basis, most SCMS classes are also available on a audit basis.
When it comes to reading for both professional and personal
development, do you have good intentions but don't get anywhere? Is your
schedule so crazy that meeting at the same time and day of the week is a
commitment you're not ready to make? Do you need deadlines to get you
started? Do you work for or love a credit union? Answer yes to any of
these questions, and we're the group for you!
Our book club launched March 15, 2010 starting with Patrick Lencioni's "Getting Naked: A Business Fable." We are currently reading our second book, Seth Godin's "Linchpin: Are You Indispensable?" Please feel free to join in at anytime. That's the method to the madness for connecting on LinkedIn. If you missed the start or we are on another book, you can still jump in and add to the discussion on any book active in the group discussion site, sharing with the community.
We are about 1/3 of the way through Linchpin. It's time to start thinking about what the group will read next. On the list are:
Vote here. When you vote,
please feel free to recommend books for future consideration.
Voting closes on June 16. Simple majority rules. The book with the
will be our third book.
If you are planning a career in the credit union movement, professional development and networking are key to your success. As a leader, it is also important to have a plan to ensure that your team has a clear plan for developing their skills and network. Southwest CUNA Management School is designed to challenge you, your team, and your credit union forward.
If your find yourself or members of your team identified in the word picture to the left, you have a match for the profile of a future leader and SCMS student…enroll today!
Visit www.wordle.net to create your own "word cloud". It's a great tool to see if something you're writing has the emphasis where you want it to be.
The secret’s out. Southwest CUNA Management School Students have been profiled. The PTP New Media & CU*Swag team caught one of this year’s third year students, Jason Duplant (Neches FCU) on tape. Look and listen closely to get an insiders’ perspective on the value of the school.
Careful analysis of this year’s 1st year enrollees reveals what a typical students looks like:
Students come from credit unions ranging in size from under $1 million to nearly $1 billion. It’s exciting to see mutually beneficial relationships develop when Davy and Goliath are side by side in the classroom.
Students range in age from 23 to 62. Oh the lessons the generations learn from each other when they spend eight days on a college campus for three years. New for 2010 we have a special scholarship, networking, and mentoring C2C initiative for students under the age of 30 by August 1, 2010.
Experience levels cover a wide range.
Years on the Job: 1 to 26, averaging just under 6 years.
Years in Credit Unions: 2 to 31, averaging 11 years
Years in the Financial Services Industry: 2 to 33, averaging just over 13 years.
As for job titles, you name it and we probably have someone enrolled. The school is designed for everyone from management trainees to mid and senior level management to CEOs.
When July 11-21, 2010
Where Classes are held at TCU (Texas Christian University, Fort Worth, Texas)
Students may be coming from as far as Africa. The majority of the students are coming from Arkansas, Kansas, Louisiana, Missouri, New Mexico, Oklahoma, and Texas.
Intensive classroom training, world class faculty, unique networking opportunities, and developing a detailed two year strategic business plan for your credit union. Specialists gain an appreciation for how the various pieces of the credit union come together to complete/affect the entire company. Smaller credit unions get the opportunity to dream and think about how to strategically position their credit union forward. All students build a strong network of friends and experts to help them face challenges down the road.
Strategic alumni have been collaborating and brainstorming about providing additional value. As a result of numerous discussions, new opportunities are available for credit union folks to take advantage of what SCMS has to offer.
Day Students: Any league affiliated credit union may attend ½ to a full day, or even a couple of days on a day rate basis - $275 per day, lunch included, on own for accommodations. No homework. Click here for the full schedule.
Full Year Option: CUNA Management School alumni are invited back for a full year experience, living on campus, learning and networking with the class of their choice. This is offered as either entire 1st, 2nd or 3rd year options. Same price as a full time student, though no scholarship opportunities at this point. No homework.
If you, or one of your credit union’s talented up and coming stars, specialists, or seasoned vets are looking for challenges, fresh perspectives, innovative ideas and aha moments, the time to enroll in the school is now!
Contact Janine McBee for further information if interested: email@example.com or tweet @SCMSJanine
Fresh faces are on board to join the Southwest CUNA Management School faculty team and challenge students forward:
· David Goldsmith, MetaMatrix Consulting Group, Inc., is about to have a book published on strategic planning. He’s the final class for 1st year students, charged with sending them out challenged and future focused.
· Mike Petrone, CFE, CFSA joins us from CUNA Mutual Group (CMG) for the 1st year Risk Management course. In 2002, Mike was honored with the 2nd annual Michael G. Hallinan Risk Management Choice Award.
For a complete faculty team and course listing, scholarship information (deadline this week), and school application, visit www.scms.coop. Excitement mounts as registrations come in for this year's first year class. To give you an idea of what students looks like: They are coming from Arkansas, Kansas, Louisiana, New Mexico, Texas and possibly Africa. They hold titles ranging from President, Manager, Director, COO, VP, Accounting, Business Services Representative, Branch Manager, to E-Branch Manager and more. The credit union asset sizes range from under $20 million to around $1 billion The students range in age from early 20's to 50's. They have 2 to 28 years service in credit unions, with 2 to 33 years in the financial services industry. Education backgrounds range from Masters Degrees to High School Grads.
For a complete faculty team and course listing, scholarship information (deadline this week), and school application, visit www.scms.coop.
Excitement mounts as registrations come in for this year's first year class. To give you an idea of what students looks like:
They are coming from Arkansas, Kansas, Louisiana, New Mexico, Texas and possibly Africa.
They hold titles ranging from President, Manager, Director, COO, VP, Accounting, Business Services Representative, Branch Manager, to E-Branch Manager and more.
The credit union asset sizes range from under $20 million to around $1 billion
The students range in age from early 20's to 50's. They have 2 to 28 years service in credit unions, with 2 to 33 years in the financial services industry.
Education backgrounds range from Masters Degrees to High School Grads.
LinkedIn Group - Credit Union Leaders Book Club Begins New Book - Seth Godin's Linchpin: Are You Indispensable?
This week we are wrapping up discussions on Patrick Lencioni's book, "Getting Naked: A Business Fable...about shedding the three fears that sabotage client loyalty." Even if you did not read along with us, I'm encouraging the read and joining in the discussion threads. It's a great book for folks involved in sales and customer service. It can provide insights for large organizations with multiple departments/branches (when you substitute departments/branches for companies as you read). It also gives perspectives for organizations involved in mergers, as well as those simply looking to gain perspectives about their competitors.
It's no secret that I'm a Seth Godin fan. Next up, beginning April 26, we'll start discussions on Godin's "Linchpin: Are You Indispensible?". Join us in our adventure as we explore Godin's thoughts about ourselves - our choices, our future, and our potential to make a huge difference. Whether you work for a credit union, serve a credit union, or just love your credit union, feel free to read along with us. Discussions and comments are encouraged.
Our approach is simple. We'll cover a chapter a week. Feel free at any time to add to the discussions and share your challenges and insights. Let's learn from and challenge each other.
For my credit union friends, I also recommend reading Godin's book "Tribes: We Need You to Lead Us".