Instructor: Cheyanne Sutton
Strong leadership is the foundation of every successful credit union. As expectations continue to evolve, managers must be prepared to balance performance goals, regulatory requirements, employee development, and an exceptional member experience.
The Branch & Lending Manager Workshop is designed to equip current and emerging leaders with the practical tools needed to lead high-performing teams and create a culture of accountability, engagement, and operational excellence. Participants will explore leadership strategies that foster an entrepreneurial mindset, strengthen communication across generations, and encourage employees to take initiative and contribute to organizational success.
Throughout the program, attendees will gain a deeper understanding of the key performance metrics that drive results, learn how to identify trends and make data-driven decisions, and discover strategies for attracting, developing, and retaining top talent. The workshop also incorporates the principles of Working Genius to help leaders better understand individual strengths, improve team dynamics, and maximize productivity.
Whether managing a branch, lending, collections departments or multiple teams, attendees will leave with practical leadership techniques, actionable takeaways, and a renewed focus on building strong teams, developing future leaders, and delivering exceptional service to members.
REGISTER HERE!
Location:
Schaumburg, IL | October 26-27, 2026
Tuition:
$995 per person
Cancelation Policy:
All cancellations must be received in writing and submitted via email to tbruce@rexcuadvice.com. Cancellations received more than 45-30 days prior to the event are subject to a 25% administrative fee of the conference total. No refunds will be granted for cancellations received on or after 30 days prior to the event. Substitutions are accepted prior to the start of the program and may be submitted via email. Please provide the event name, current participant name, and the new participant and email to tbruce@rexcuadvice.com.
TUESDAY
Leadership Culture & Entrepreneurial Atmosphere
8:30 AM – 12:00 PM | 1:00 PM – 2:00 PM
Equip leaders to balance performance, compliance, and an exceptional member experience while building a culture of initiative, accountability, continuous improvement, and operational excellence. This session will also explore generational differences and how understanding them can strengthen leadership, communication, and team success.
Understanding the Numbers
2:00 PM – 4:00 PM
Provide managers with the tools to evaluate performance, identify trends, and drive accountability through a stronger understanding of key numbers and performance indicators.
WEDNESDAY
Working Genius
8:30 AM – 11:00 AM
Identify natural work strengths to enhance team performance, communication, and member service excellence. This session will explore ideation, activation, and implementation to help leaders better understand how work gets done.
Attracting, Training, and Retaining Employees
11:00 AM – 12:00 PM | 1:00 PM – 3:00 PM
Build stronger teams through effective hiring, meaningful training, and intentional employee engagement. Leaders will learn how to create workplaces where employees grow, succeed, and stay.
Wrap-Up & Key Takeaways
3:00 PM – 4:00 PM
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