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FutureSummit25: Credit Union Execs Share the Virtues of CUES CEO Institute...

2/12/2025

 
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despite impossible podcast
Elizabeth Osborne, COO at Great Lakes Credit Union, Daniel Davidson, EVP/COO at Alliance Catholic Credit Union; and Jeff Pascoe, Chief Operations Officer and Strategy Officer at Vibe Credit Union, joined us in our Studio Lounge (on stage!) to share their experiences and insights on the many virtues of CUES CEO Institute, a three-year program aimed at developing future leaders in the credit union industry.

Specifically, Elizabeth, Jeff, and Daniel highlighted the importance of networking and continuous learning, discussing how connections made during the program have advanced their careers. Some of the key topics in the program included conducting SWOT analysis, strategic planning, and much, much more.

They also reflected on the program's significant impact on their professional growth and the industry as a whole.

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Q&A summary transcript from the conversation:
What is the CEO Institute and what does it offer to participants?
The CEO Institute is a three-year program held at established Ivy League business schools, focusing on specific topics each year, culminating in a designation as a certified chief executive.

How does networking play a role in the CEO Institute experience?
Networking is a significant benefit of the CEO Institute, allowing participants to make valuable connections and maintain communication with peers, which can be beneficial for career growth.

What unique insights did participants gain from their time at the CEO Institute?
Participants gained insights into strategic planning, customer centricity, and the importance of identifying the most valuable member segments for their credit unions.

What is the significance of the 'most valuable member' concept discussed in the program?
The 'most valuable member' concept helps organizations identify key member segments based on profitability and service opportunities, guiding strategic decisions.

What kind of feedback do participants receive on their assignments?
Participants receive feedback on their assignments, which is crucial for their learning process, as long as they submit their work on time.

What advice do participants have for those considering the CEO Institute?
Participants recommend being proactive in seeking out educational opportunities and networking, emphasizing the importance of continuous learning in one's career.

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Check it out and let us know your thoughts. And be sure to check out our Studio Lounge sponsors, supporting our coverage of the CUES Michigan Council Future Summit:
Mastercard
Despite Impossible podcast / Curiously Driven (hosted by CFCU's President/CEO Tansley Stearns)

Click here to watch other Studio Lounge episodes from CUES Michigan Council Future Summit, too.
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