.png?w=1366&v=c5e3b1f1-46f7-43aa-91ed-3bf03e280ec8&itok=IC1Q9xyc)
Management & Leadership Institute 2027
Management & Leadership Institute 2027
Overview
| Stay tuned for upcoming details on next year’s conference. Sign up below for updates. |
Your next step toward meaningful & effective credit union leadership
Management & Leadership Institute is a leadership training program designed for vice presidents, C-suite executives, and mid- to senior-level credit union 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.
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
- Vice presidents and C-suite credit union executives
- Mid- to senior-level credit union management
- 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. |
Schedule
You can expect four days of sessions designed to strengthen your decision-making, enhance strategic planning, and help you discover your leadership style.
Stay tuned for this year’s schedule! In the meantime, check out last year’s lineup for inspiration.
Attendee Info
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.
.png?w=640&v=e9307244-b612-4866-91e5-153a342fc955&itok=e7rV7Dit)