Credit Union Leadership Institute
Presented by Peregrine Leadership Institute
Olin O. Oedekoven, Ph.D., President & CEO
Deb Robbins, SPHR, Chief Operating Officer
Howard A. (Art) Dillon Jr., Leadership Consultant; Rod Warne, Leadership Consultant
www.PeregrineLeadership.com
Contact Diana Stoick, dstoick@mwcua.com, 800-477-1697x3383, cell 307-259-1169
Expectations & Participation
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Four 2-Day workshops March, May, August and September. Each workshop includes 16 hours in the
classroom and one or two evening short-sessions that focus on networking and key leadership topics.
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360 surveys will be sent to all participants in January from Peregrine Leadership Institute with explicit
instructions. The results will be used in the first workshop. This survey is an integral part of our leadership
development training, so please return it to Peregrine, by March 1. A post 360 survey will be done at the
completion of the program to compare the results.
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The evening before the first workshop, Monday, March 14, includes a social dinner along with a short
introduction to Credit Union Leadership Institute; and a short presentation on the credit union movement and
leaders within the movement.
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Subsequent workshops will include one evening dinner social with leadership presentations.
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Participants will develop and present the presentations as part of their homework assignments.
Homework assignments are done in small groups (don’t worry these are not too time consuming).
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Lunches, snacks and dinners are included in the registration costs.
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One-on-one coaching/mentoring session with each participant will be conducted at your credit union in the
June/July timeframe. Peregrine staff will schedule these.
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Final workshop will be held in Denver in conjunction with the Mountain West Credit Union Foundation’s Annual
Star Gala.
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September 21, 5:00pm – 7:00pm - Final group projects will be presented at the first evening dinner.
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September 22, 5:30pm - 8:30pm - Recognition/Graduation Dinner - You may invite colleagues and
guests. (Their cost is $65 per person)
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September 23, 6:00pm - 10:30pm - Mountain West Credit Union Foundation Star Gala
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One spokesperson from each cohort will be chosen to speak at the graduation dinner.
Leadership Participants are encouraged to attend. (tickets are $195 each)
Please make hotel reservations as soon as possible as there are major events in Denver that week.
Reference you are with the Mountain West Credit Union Association. (see below for hotel details)
Credit Union Leadership Institute – Agenda
Workshop 1
March 15 - 16
Casper, 8:00am - 4:30pm
Cost $825
Location: Casper Petroleum Club, 1301 Wilkins Circle
Hotel Accommodations: $99 - Hampton Inn, 1100 N. Popular, 307-235-6668 / 800-426-7866, Breakfast included
Social/Networking Dinner: Monday, March 14, 6:00pm – 7:30pm – Casper Petroleum Club, 1301 Wilkins Cir.
Leadership Foundations
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Leadership Defined
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MBTI (Myers Briggs Type Indicator, mail-back version)
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Leadership in Action using the film Gettysburg to demonstrate:
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Leadership Values & Attributes
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Leadership Styles
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Communications
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Active Listening
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Feedback
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The 8 Universal Laws of Leadership
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Leadership Development Resources
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Personal Leadership Development Strategies
Workshop 2
May 10 - 11
Casper, 8:00am - 4:30pm
Cost $825
Location: Casper Petroleum Club, 1301 Wilkins Circle
Hotel Accommodations: $99 - Hampton Inn, 1100 N. Popular, 307-235-6668 / 800-426-7866, Breakfast included
Social/Networking Dinner: Tuesday, May 10, 6:00pm – 7:30pm – Casper Petroleum Club
Mentoring session by July 31
Coaching and Mentoring: Unleashing the Power of Your Team
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MBTI Results
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Coaching and Mentoring Defined
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Coaching and Mentoring in Action using the film Remember the Titans to demonstrate:
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Stages in Team Development
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Dealing with Conflict
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Team Leadership
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Understanding and Leading the Generations in the Workplace
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Coaching
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Mentoring
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Leadership Styles, the Management Grid
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DO RIGHT: Developing Trust in the Workplace
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Team Projects: Presentations Assigned and Actions Needed for Recognition/Graduation Ceremony
Credit Union Leadership Institute – Agenda continued
Workshop 3
August 9 - 10
Casper, 8:00am - 4:30pm
Cost $825
Location: Casper Petroleum Club, 1301 Wilkins Circle.
Hotel Accommodations: $99 - Hampton Inn, 1100 N. Popular, 307-235-6668 / 800-426-7866, Breakfast included
Social/Networking Dinner: Tuesday, August 9, 6:00pm – 7:30pm – Casper Petroleum Club
Leadership Essentials: Ethics, Compliance, and Performance Management
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Performance Management in Action using the film Master and Commander to demonstrate:
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Ethical Decision-Making
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Dealing with Conflict in the Workplace
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Identifying and Solving Performance Issues, Performance Counseling
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Leaders of Character/Values-based Leadership
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Workplace Compliance Issues
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Practical Case Studies in Leadership
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Team Projects: Presentations and Actions Needed for Recognition/Graduation Ceremony
Workshop 4
September 22 - 23
Denver, 8:00am - 4:30pm
Cost $825
Location: Mountain West Credit Union Association Office, Sterner Training Center, 1009 Grant Street
Hotel Accommodations: $129 - Hilton Garden Inn Denver Cherry Ck 600 S. Colorado Blvd 303-754-9800,
Breakfast included
Make reservations ASAP as there are major events in Denver at that time.
Final Presentations & Dinner: Wednesday, September 21, 5:00pm - 7:00pm
Mountain West Credit Union Association Office, Sterner Training Center, 1009 Grant Street, Denver
Recognition/Graduation Dinner: Thursday, September 22, 5:30pm - 8:30pm
Denver Chop House, 1735 19th Street, Denver (colleagues & guests $65 per person)
Foundation Star Gala: Friday, September 23, 6:00pm - 10:30pm
Kevin Taylor’s at the Opera House, 1345 Champa Street, Denver (individual tickets $195)
Denver Performing Arts Complex
Leadership Character: Courage and Honor Required
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Ordinary People, Extraordinary Results (Parts I-IV)
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Character Leadership in the Workplace
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Character Leadership in Action using the film The Blind Side to demonstrate:
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Values-based Leadership
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Choosing the Harder Right over the Easier Wrong
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Leadership Principles
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Removing Performance Barriers
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Leading Change
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The Power of Positive Expectations
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Inspiring Others to Succeed