Securing The Future: Leadership & Development Conference

06-05-2023 9:00 AM - 06-06-2023 4:30 PM
Credit Union

Securing the Future: Leadership & Development Conference is a 4-day conference (50/50 virtual and in-person) that includes a range of topics to benefit newly promoted and aspiring leaders. The conference is designed to benefit the newest generation of credit union leaders and the credit unions they work for through instruction, dialogue, and exercises.

June 5 & June 6, 2023 - Virtual
October 25 & 26, 2023 - In-Person


Conference Registration Cost:

  • $499 per person.
  • Credit Unions that send more than one attendee will receive a 25% discount for each additional attendee.
  • Conference registration will be split up into two parts, virtual and in-person. Please note that by registering for the virtual sessions, you are also committing to the in-person sessions in October.
  • Invoices will be sent as we get closer to the event to ensure accuracy with the discount offer.

Register Here


Session 1: June 5, 2023 (Virtual) (9:30 a.m. - 4:30 p.m.):

  • Welcome & Overview of Supervisory Responsibilities
  • Interviewing
  • Onboarding
  • Discipline

Session 2: June 6, 2023 (Virtual) (9:30 a.m. - 4:30 p.m.):

  • Coaching Fundamentals
  • Coaching Exercise
  • Discipline Exercise

Session 3: October 25, 2023 (In-Person / Location TBD):

  • Upskilling & Career Pathing Fundamentals
  • The Career Pathing Conversation Exercise
  • Upskilling Programming
  • Upskilling Assessment & Conversation Exercise

Session 4: October 26, 2023 (In-Person / Location TBD)

  • Goal Setting Overview
  • Goal Setting Exercise
  • Rewards Overview
  • Rewards Exercise

Detailed Agenda


Diane P Reed, President, CU Doctor
Nationally recognized speaker, writer and communications professional, Diane Reed, currently serves as President of CUDoctor, a full-service credit union consultancy, assisting financial institutions nationwide with human resource, marketing, strategic planning, community relations, compliance, sales, training, board relations and governance, and executive support.  Prior to joining CUDoctor, Diane served for more than a decade as Vice President of Administration for a mid-sized credit union. Her expertise in “Service-Oriented Culture Change” has been cited in numerous industry publications.  And, her marketing expertise has been featured in articles for “Exhibit Builder” and “Business Management” magazines.  In 2015, she spearheaded the development of CUNA’s HR Compliance Certification School in conjunction with CUNA, a program which continues to deliver quality HR compliance training to professionals nationwide. She attended The American University and graduated from George Mason University where she specialized in Organizational Communication.  Diane currently resides in Fairfax, Virginia with her husband David, a financial services guru in his own right. 


Contact Melissa Robinson at

Refund Policy

Refunds will be honored for all cancellations at least 2 weeks prior to an event. No refunds for no-shows or cancellations within 2 weeks of the event. Contact Melissa Robinson at to cancel a registration.

Venue Name
Virtual & In-Person