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Management & Leadership Institute 2027
Management & Leadership Institute 2027
Overview
Your next step toward meaningful & effective credit union leadership
Management & Leadership Institute is a leadership training program designed for vice presidents, mid-to senior-level credit union leaders, and emerging leaders seeking to strengthen communication, support effective decision-making, and guide their teams through ongoing change.
This insightful leadership institute combines management training with real-world application through hands-on projects, case studies, and discussions with experienced CEOs. Over four days in Annapolis, MD, participants build practical leadership skills and earn CPE credits through structured, applied learning. Led in part by renowned leadership expert John Spence, who is deeply involved in shaping the program framework, participants will benefit from his expertise through a leadership-focused workshop each morning.
Why attend
- Gain practical strategies to support career growth and progression within your organization.
- Strengthen your ability to guide teams and drive results through innovative leadership approaches that match today’s credit union environment.
- Build trusted peer connections that support long‑term professional growth and help you refine your approach to being a great leader.
- Develop the confidence and clarity needed to make decisions that support organizational health and long‑term credit union growth strategies.
- Enhance your executive readiness with training that deepens your leadership and management skills essential for continued advancement.
Who should attend
- Credit union executive vice presidents and vice presidents
- Mid- to senior-level credit union management
- Emerging credit union leaders
- Credit union professionals across all areas, including branch and operations
- All credit unions are welcome!
| Kindly note: Board and Supervisory Committee members should not attend. Limiting attendance is an important part of the conference experience, allowing emerging leaders to expand their skills and discuss challenges in an open environment. |
Attendees of this event can earn CPE credits. Visit the Attendee Info tab for details
Schedule
You can expect four immersive days of sessions designed to strengthen your decision-making, enhance strategic planning, and help you define and evolve your leadership style.
- Start each day with leadership-focused workshops led by renowned expert John Spence, delivering practical insights you can apply immediately
- Participate in interactive sessions that blend expert instruction with peer discussion and collaboration
- Work through real-world case studies and hands-on exercises focused on communication, change leadership, resilience, and career growth
- Take time to reflect on your leadership approach and build a personalized framework you can bring back to your organization
- Connect with peers facing similar challenges and build relationships that extend beyond the program
Stay tuned for the 2027 schedule! In the meantime, check out last year’s lineup for inspiration.
By completing this short survey, please tell us what topics matter most to you and what you hope to find on the 2027 schedule.
Pricing & Registration
Early bird price until January 22, 2027
Members in multiple categories receive the lowest price.
Member discounts
All credit unions are invited to register for this event. Members are eligible for significant discounts.
New for 2027 educational offerings: Members of America’s CUs with assets of $250M or less are eligible for Small CU pricing.
Multi-attendee discount: Register 4 attendees and get the 5th free (please include all registrations in the same order for the discount to apply).
Note: Only one discount can be applied per registration. If a registration qualifies for more than one discount, the highest-value discount will automatically be applied at checkout. Unsure of your eligibility or need help accessing member pricing? Contact us at (800) 356-9655 or [email protected].
Hotel & Travel
Recommended travelArrive: Sunday, April 18; sessions begin Monday, April 19 at 8:00 a.m. ET. |
Located in Annapolis’ vibrant Arts District, Graduate by Hilton Annapolis places you within walking distance of some of the city’s most iconic attractions.
Nearby attractions
Stroll to the U.S. Naval Academy, take in scenic views along the Chesapeake Bay waterfront, or explore nearby shops, galleries, and restaurants that showcase the charm and history of downtown Annapolis.
ACCOMMODATIONS
Graduate Annapolis
126 West St., Annapolis, MD, 21401
(410) 263-7777
Reservation number: (410) 263-7777
Room rate: $209 + taxes*
Hotel reservation deadline: March 30, 2027
*Room rates and availability cannot be guaranteed. Rooms may sell out before the reservation deadline, so we recommend making your reservations early. Room reservations and fees are the responsibility of the registrant. To claim this room rate, call to make a reservation and reference America's Credit Unions.
BOOK YOUR FLIGHT
Discounted airfare through our airline partners:
Delta Airlines
- Book your Delta flight online
- Call to book: (800) 328-1111
- Use code NY4W7
- Monday – Friday
- 8:00 a.m – 6:30 p.m. ET
United Airlines
- Book your United flight online
- Call to book: (800) 426-1122
- Use code ZSGA935734
- Monday – Friday
- 8:00 a.m. – 9:00 p.m. ET
*Note: There are no service fees for reservations booked via the reservation numbers.
Attendee Info
CPE details
In order to be awarded the full credit hours, you must attend each live session and complete the polling questions.
|
Live participants will earn |
Field of study |
Delivery method |
|---|---|---|
16 CPE credits |
Personal Development - Non-Technical |
Group live |
America’s Credit Unions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Code of Conduct
We are committed to making every event experience welcoming, respectful, and safe.
Cancellations and substitutions
- Cancellations must be submitted in writing to [email protected] with a brief explanation. Cancellations received more than 30 days before the event are subject to a 25% administrative fee. No refunds will be granted for cancellations received on or after 30 days before the event.
- Substitutions are accepted before the start of the program. Additional fees may apply. Please include the event name, current participant, and new participant name when requesting a substitution to [email protected].
FAQs
Core topics include leadership style, communication, organizational influence, navigating change, advocacy, and career pathing. Hands‑on sessions, group work, and real credit union case studies reinforce learning.
This event helps attendees strengthen leadership and management skills, deepen self‑awareness, and prepare for higher‑level roles through structured workshops and peer collaboration. Participants gain new communication tools, strategic insight, and connections with credit union executives. The program awards CPE credits that will be determined when the schedule is released.
This program functions as an institute, not a traditional conference. It focuses on applied learning through workshops, scenario-based group work, and role-specific content tailored to credit union leaders.
Topics such as career pathing, advocacy, and executive communication are designed specifically for the credit union system.
Management & Leadership Institute teaches transformational leadership through four elements:
- Self‑awareness: Understanding strengths and leadership style
- Communication: Building trust and moving projects forward
- Strategic influence: Shaping decisions, culture, and advocacy
- Career vision: Using structured career pathing to grow into future roles
Registration includes all four days of leadership workshops, sessions and materials, networking breakfasts and lunches, a welcome reception, and access to peer group work. Participants earn CPE credits. Scholarships and member discounts may apply.
Credit union executives benefit most from skills in strategic leadership, communication, change management, advocacy, and relationship‑building. Management & Leadership Institute emphasizes innovative leadership, cross‑functional collaboration, and the ability to guide credit union growth strategies.
You identify your leadership style by assessing your natural behaviors, decision patterns, and communication preferences. Management & Leadership Institute uses workshops, reflection exercises, and group scenarios to reveal how you lead under real conditions, helping you understand how to be a great leader in your credit union.
Emerging leaders prepare for executive roles by building management skills, developing strategic thinking, and following a structured career pathing process. Management & Leadership Institute provides tools to map goals, identify obstacles, and practice executive-level decision-making through group work and case studies.
Common challenges include leading through change, communicating across teams, building trust, developing talent, and influencing strategy. Management & Leadership Institute addresses these through workshops, advocacy training, and hands‑on problem-solving activities.
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