CEO Strategic Developers Boot Camp 2018

This year’s CEO Strategies event is being replaced by a completely new event intended for CU developers and designers.

Theme: Prioritizing What We Take To the Future

The 2018 CEO Strategic Developers Boot Camp signals a change in how CEOs and their business development executives can participate in creating the solutions our network will take to market. We’ll interact with CEOs and senior-level executives in our CUSO community who have a builder’s soul and want to work with us to build a future, based on what we all want to own and use.

As a CUSO, what do we want to manufacture? Unlike CEO School and Collaboration Workshop events, these sessions are not intended to be information-gathering or training sessions. During these unstructured sessions we’ll discuss approaches, select points of view, and then move forward to manufacture and deliver approaches to evolve for the next generation of solutions.

Audience

Senior-level executives in our CUSO community who have overall strategy responsibilities. Participants must be able to influence the business plans for a credit union investment, including the perspective of their investment in the CUSO. Participants would typically fall into the top two tiers of a credit union’s corporate structure.

We will be offering three 1 ½-day sessions, each with three half-day segments. Remember that these sessions are for strategists and developers, not end-users. They are not training sessions or presentations, and participants need to be able to commit the credit union to new strategies. There will be other events during the year for more direct line-manager input.

Segment A: Designing the Future of Internet Retailing

  • Introductions, building a working team
  • What is the group’s vision for internet retailing in 2020-2029?
  • Selling loans via internet channels: What should we build now? (design for a 4th LOS engine)
  • Internet store shelves: How do we repeat the success of a fulfillment product like “skip a pay” internet sold services?

Segment B: Designing Teller Platforms for Our Future (T3-2019)

  • Reviewing where we are now and how we got there. Can CUs re-envision a toolset for tellers based on their branching strategies/tactics, not as a tool offering?
  • Platform 1 – The comprehensive teller line, all services in a single set. The Swiss army knife of member services and over-the-counter responses. Does it make sense? How do we tweak it?
  • Platform 2 – The teller line with a modern approach to a KISS (keep it simple stupid) design. A new expectation for over-the-counter services, augmented by today’s member service designs.
  • Platform 3 – The teller line unanchored (tellers on a tablet). What are the realistic expectations for a different physical approach?

Segment C: Designing the Future for Online and Mobile Tools (Online ‘19)

  • Reviewing where we are today with online banking for desktop and tablet approaches. How do we see the future of CU websites from both a CU and CUSO perspective?
  • A crossroads: The next generation of the current approach vs. going rogue for a new approach. Can we do both? Must we do both? Who will pioneer each set?
  • Adopting a member-authenticated CU website. How would CUs see the channel if they knew 80-85% of the visitors, and channeled differently the people they did not know?
  • Can we pull it off? A new approach to dual navigation and an orchestrated dance between the values of a website and the actions of a banking toolset.

Schedule

Choose one of the identical 1 ½-day sessions:

Unless otherwise noted, all events will be held at CU*Answers, 6000 28th Street SE, Grand Rapids, Michigan. Lunch will be provided Tuesday through Friday.

Session 1

Date and Time Segment Title Max # of  Participants

Monday, Nov. 5, 2018

1:00 pm – 4:00 pm Segment A: Designing the Future of Internet Retailing 20
Evening (4:30-6:30 pm) Networking cocktail hour @ the Doubletree Hotel

Tuesday, Nov. 6, 2018

9:00 am – 12:00 noon Segment B: Designing Teller Platforms for Our Future (T3-2019) 20
1:00 pm – 4:00 pm Segment C: Designing the Future for Online/Mobile Tools (Online ‘19) 20
Evening (4:30-6:30 pm) CU*Answers Board Meeting

Session 2

Date and Time Segment Title Max # of Participants

Wednesday, Nov. 7, 2018

9:00 am – 12:00 noon Segment A: Designing the Future of Internet Retailing 20
1:00 pm – 4:00 pm Segment B: Designing Teller Platforms for Our Future (T3-2019) 20
Evening (4:30-6:30 pm) Networking cocktail hour @ the Doubletree Hotel

Thursday, Nov. 8, 2018

9:00 am – 12:00 noon Segment C: Designing the Future for Online/Mobile Tools (Online ‘19) 20

Session 3

Date and Time Segment Title Max # of Participants

Thursday, Nov. 8, 2018

1:00 pm – 4:00 pm Segment A: Designing the Future of Internet Retailing
Evening (4:30-6:30 pm) Networking cocktail hour @ the Doubletree Hotel

Friday, Nov. 9, 2018

9:00 am – 12:00 noon Segment B: Designing Teller Platforms for Our Future (T3-2019) 20
1:00 pm – 4:00 pm Segment C: Designing the Future for Online/Mobile Tools (Online ‘19) 20

Registration

Registration information coming later this summer.

Updated
June 4, 2018