Leadership Workshop

with Celeste Cook

Celeste CookCeleste Cook is founder and President/CEO of cuStrategies LLC. As a credit union industry and leadership strategist, Celeste brings to you her expertise, experience, and passion for leadership and growth in the credit union industry. Celeste provides strategic planning services, experienced consulting services, executive leadership coaching programs, and expert training programs. In addition to being a consultant and trainer, she is a keynote and motivational speaker with a dynamic and engaging style that have made her highly sought after. Celeste has also served as a motivational and keynote speaker for associations nationwide.

Along with being CEO/Founder of cuStrategies LLC, Celeste has been involved in management
and leadership in the credit union industry for more than 20 years and has been a professional speaker and trainer for 15+ of those years. Celeste’s expertise and training programs/schools in leadership, lending, marketing/business development, and sales and service for credit unions have helped credit unions with assets ranging from $20 million to $2 billion. She brings her credit union expertise, experience, and proven strategies, which have helped credit unions transform their cultures fostering her credit union clients’ increases in membership growth/loyalty, loan growth, and profitability.

Celeste has a degree in business management and has been a contributor to national publications such as CUinsight, Credit Union Executive Society, Credit Union Times, and Credit Union Journal. Celeste is currently writing a book on leadership and service.

Agenda

Day One of Workshop

Learning Objectives

Key Leadership Strategies

  • Understand the dynamics of leadership
    versus management
  • Discover essential leadership prerequisites
  • Explore the Five C’s of Leadership
  • Identify key collaborative strategies
  • Explore ways to build a “Can-Do” Culture
  • Understand the power of Situational Leadership
  • Determine how to develop a holistic leadership approach to growth
  • Identify the best approach to lead change
  • Establish effective leadership strategies
    for growth
  • Learn what you can do to become more strategic about loan growth
  • Explore the strategic planning process from planning to execution and implementation

Understanding the Economic Landscape from a  Leadership Perspective

  • Explore economic and credit union industry trends to create benchmarks
  • Understand how the economy impacts credit unions and what you can do to  overcome barriers to growth and profitability
  • Determine how market conditions impact growth
  • Identify opportunities for loan growth and profitability in a challenging economy

Day Two of Workshop

Learning Objectives

Coaching, Counseling, and Mentoring

  • Understand the dynamics of motivation
  • Explore strategies to motivate and engage employees
  • Identify effective empowerment and
    accountability strategies
  • Gain insight into coaching versus counseling
  • Discover SMART coaching strategies
  • Identify effective follow-up coaching strategies
  • Determine the best approach to mentoring

Management Best Practices

  • Discover key strategies for growth, profitability, and retention
  • Identify critical success factors (CSF) that drive performance
  • Determine how to establish clear objectives
  • Discover how to develop SMART actions plans

Learn what you can do to create a sales and service culture

  • Identify effective strategies to engage employees to increase loan growth and profitability
  • Establish the right metrics and benchmarks
  • Determine how to track and measure results

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