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Speaking Events & Webcasts

Throughout the year, JMFA consultants provide their expertise on the issues that impact the performance of financial institutions.

Webcast Download: Four Strategic Planning Must-Haves That Are Often Overlooked

ON DEMAND WEBCAST: View the recorded session with CUNA Strategic Services

Four Strategic Planning Must-Haves That Are Often Overlooked

Presented by Keith Hughey, Senior Consultant

In today’s environment, neglecting these key business strategies can negatively impact long-term planning and performance.

The focus of the typical credit union's strategic planning process tends to revolve around new product development, service delivery initiatives and technology needs. But with changing workforce demographics and FOM expansion opportunities that allow you to serve more diverse segments of the population, astute credit union leaders must look beyond these traditional initiatives.

In this webinar, Keith Hughey will explain the importance of addressing four key considerations in your strategic plan:

  • Ensure uninterrupted, quality leadership with a proactive succession plan
  • Recruit board members who match your charter demographics
  • Train employees on cross-selling products and services
  • Match technology and branch service capabilities with changing service preferences

Download from CUNA Strategic Services

Webcast Download: In-Depth CEO Search Delivers Greater Results than Expected

ON DEMAND WEBCAST: Hear the recorded session with CUES

Real-World Situations: In-Depth CEO Search Delivers Greater Results than Expected

Presented by David Lyons, MA, SPHR, CCP, CCE, VP, Human Resources & Training at IBM Southeast Employees' FCU and Charles Shanley, SPHR, CFS, EVP, JMFA Recruitment Services

The session will focus on the success story of IBM Southeast Employees’ Federal Credit Union, Delray Beach, Fla., and their search for a new chief executive officer. Learn the details behind the process, and perspectives from both the credit union and firm.  

JMFA has spent more than 35 years partnering with credit unions of every size. As a preferred supplier for CUES, they are able to easily identify what it takes to make a successful performer at every level. They have helped many CUES member credit unions, including IBM Southeast Employees’ FCU, find the best talent—fast—saving time and money to keep them on track to reach their goals.

Join us and:

  • Hear the real-world story of a leading credit union and their executive search process
  • Discover the processes involved, and timeline of, an executive search
  • Learn what to expect and prepare for when searching for talent that will take your credit union into the future.

Download from CUES

Webcast Download: Update Your Strategic Plan to Keep Goals on Track

ON DEMAND WEBCAST: View the recorded session with CUNA Strategic Services

Update Your Strategic Plan to Keep Goals on Track

Presented by Keith Hughey, Senior Consultant

Reaching your credit union's performance goals in this ever-changing marketplace requires well-thought-out strategies. But putting a strategic plan in place is just the first step.

As your credit union approaches mid-year, it's time to evaluate the effectiveness of your strategic plan. This evaluation is especially beneficial in the event of new regulations, mergers and acquisition opportunities, or unexpected issues.

This webinar focuses on the importance of periodically evaluating the effectiveness of your strategic plan to make sure you get the results you anticipated. Learn how to:

  • Gather staff feedback on how the strategic plan is progressing
  • Acknowledge the important role everyone is playing to help the credit union reach its strategic goals 
  • Discuss new ideas on how to address changing conditions that affect the work environment
  • Make any necessary changes to address unforeseen circumstances that affect your ability to reach your goals

Download from CUNA Strategic Services

Webcast Download: Putting the Tools in Place to Ensure a Seamless Transition of Leadership

ON DEMAND WEBCAST: Listen to the recorded session with CUES

Putting the Tools in Place to Ensure a Seamless Transition of Leadership 

Presented by Keith Hughey, Senior Consultant and Charles Shanley, Executive Vice President

As you deal with the demands of running a successful credit union in today’s ever-changing business and regulatory environment, are you prepared to effectively respond to the additional challenges posed by an unexpected change in leadership? The orderly transfer of duties and leadership responsibility can have major implications on the long-term success of your credit union. But in many institutions, leaders are too busy to think about succession planning until a crisis comes along that gets their attention.

This session will provide HR professionals and CEOs with the tools they need to create a succession plan that not only addresses future leadership needs, but creates a more productive work environment benefiting all stakeholders. A focus on long-term success begins with a mindset of identifying and developing future leaders long before a transfer of power is needed. Presenters will explain the importance of establishing and maintaining the organization’s shared vision and values with employees to insure continuity of culture. When all is said and done, you will leave with the insight and tools you need to complete a succession plan ensuring an orderly transfer of leadership duties and responsibilities whenever the need arises.

Learn to:

  • Establish what skill sets and leadership qualities are needed to ensure long-term success
  • Identify potential leadership talent within the credit union
  • Establish personal growth plans for those individuals to prepare them for future leadership roles
  • Motivate personnel not selected for leadership positions to contribute to the organization’s success and improve their professional potential
  • Handle difficult HR situations
  • Create a culture that encourages individual growth to support long-term credit union success

Access the Recording Here

Webcast Download: Eight Essential Skills of Effective Leaders

ON DEMAND WEBCAST:  View the recorded session with CUNA Strategic Services

Increase Your Effectiveness and Leadership Abilities
Presented by Keith Hughey, Senior Consultant

As every leader knows, each decision or action taken by a person in authority can have more than the intended outcome, including unforeseen or undesirable effects.  A solution to one problem may create another--even for the most seasoned leader. 

This session will cover eight essential skills that leaders should possess.  Plus it will reveal simple things to do to increase effectiveness in difficult situations with tips on: 

  • Making hard decisions
  • Effective Delegation
  • Improving accountability for yourself and others
  • Motivating others to give their best

Download from CUNA Strategic Services.

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