The workshop will be a mix of educational content and breakout sessions designed to give you practical and actionable tools, tips, and techniques you can implement at your credit union. Attendees can expect:
The cost to attend this workshop $900/attendee. You will be directed to pay after registering. If you'd like to pay via check, contact Victoria Taylor at [email protected] after registering.
This workshop is for credit union employees only or CUSOs that offer member-facing products and services.
Day 1 | 1:00 PM - 5:00 PM
Day 2 | 8:30 AM - 3:30 PM
* Each of the sessions have three components: a presentation, a full group discussion, and a small group breakout. During the small group breakouts, you’ll work with other credit unions on ideas specific to your institution.
Rick Leander, Workshop Presenter
Co-Founder and Development Director, Understood Connections
Rick Leander has 30 plus years in the financial services space, running businesses for some of the largest financial services firms in New York, Tokyo and London. 10 years ago he transitioned to the credit union movement where he found a business model more respectful of the consumer. In a variety of roles he has worked with some of the leading Behavioral Economics experts in the US and Europe, focusing on using BE to improve the business results of his companies and the financial well-being of employees and consumers. Now he has created a firm heavily focused on bringing the science of behavioral economics to the credit union Industry. Connect With Rick On Linkedin
Michele Wille, Workshop Presenter
Co-Founder and Creative Director, Understood Connections
Michele Wille is Co-founder and Creative Director for Understood Connections (UC), a behavioral insights consultancy. UC teaches credit unions how to leverage the science of behavioral economics to better connect with their members and employees. Michele has over three decades of media experience, ranging from video production in live and studio formats, launching video capabilities in marketing departments, and leading communication teams and efforts through written word, presentations, photography and graphics. Connect With Michele On Linkedin
Alix Patterson, Workshop Host
Partner, Callahan & Associates
Alix Patterson is a partner at Callahan & Associates and oversees the firm’s Client Success Unit as well as serves on Callahan’s Board of Directors. She is a lifelong credit union member and has more than 17 years of credit union industry experience. Alix has a keen ability to “see the story” within the data and has a firm grasp on the numbers credit unions need to make important decisions. She is talented at pinpointing strategic patterns and applying her data-grounded insights at both micro and macro levels to guide credit unions’ success. Alix is an accomplished presenter across multiple channels including industry conferences, moderating strategic planning sessions, facilitating Callahan Roundtables, and hosting webinar events. Connect With Alix On Linkedin