In this insightful session, Miranda will lead participants on a journey to unlock organizational success through the art of strategic questioning. Discover the transformative power of how by asking the right questions, at the right time, boards and executives can shape the future of their organizations, for the better.

This session examines how strategic questions act as a catalyst for change and growth, help build bridges to other points of view, and how strategic questions can drive success, continuous improvement and the discovery of new possibilities for your organization. Enhancing board directors and executives ability to ask strategic questions will help the organization to create and protect value for key stakeholders.

This session is geared for all board directors, CEOs, and executives.

Participant Takeaways

• Participants will learn the importance of strategic questions in decision-making.
• Participants will be able to understand the difference between strategic questions versus operational questions.
• Participants will explore how to formulate strategic questions.

Strategic thinking can be somewhat of an elusive topic and may not be intuitive or reflexive for boards and executives. It is forward-looking, synthesizing creativity, critical analysis, and ambition, and derives from a commendable willingness to ask “why?” and “why not?”

Strategic thinking is a difficult behavior to ingrain – but offers the ability to spot opportunities and risks before your competitors. Like any worthwhile objective, it takes practice, deliberate focus, and commitment to make it a reality. An organization’s commitment to superior strategic thinking helps to create and protect value for its key stakeholders.

This session is geared for all board directors, CEOs, and executives.

Participant Takeaways

• Participants will be able to define Strategic Thinking and how it differs from Strategic Planning.
• Participants will be able to describe the framework and principles of Strategic Thinking.
• Participants will learn how Strategic Thinking can be applied in practice.
• Participants will understand the importance of dedicating resources to enable Strategic Thinking.

Analyzing performance is an important oversight function of both boards and CEOs, but what if your scorecard is a sea of green and yet the organization was deteriorating? This session examines the use of the scorecard at the board/CEO level, choices of metrics on scorecards and their respective pitfalls, and the ramifications of metrics on people. Effective oversight of organizational performance will help to create and protect value for key stakeholders. This session is geared for all board directors, CEOs, and executives.

Participant Takeaways

• Participants will be able to define and understand the importance of a scorecard to evaluate performance.
• Participants will explore key metrics on scorecards and their respective pitfalls.
• Participants will comprehend the relationship between metrics and behaviours.

In today's fast-paced financial landscape, credit union success hinges on strong leadership. Ensure your CEO's performance consistently aligns with the credit union's mission, vision, values, and strategic objectives through a well-structured evaluation process. By defining clear performance metrics and expectations, the evaluation process provides actionable insights and valuable feedback for the CEO to follow while fostering a culture of accountability and transparency. Embrace the transformative power of the CEO evaluation approach to optimize leadership potential, foster excellence, and drive your credit union towards sustained growth and success. 

Participant Takeaways

• Participants will learn the importance of a rigorous and objective evaluation process.
• Participants will explore the key questions that shape the CEO evaluation process.
• Participants will understand the common pain points in CEO evaluations.
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Strengthening Credit Union resilience has never been more important with unpredictable and unprecedented changes in our future. History reminds Credit Union Directors and Executives of the significant ramifications ‘unknown unknowns’ may have on our businesses. Resilience is not simply about surviving the next crisis, it is about emerging stronger from it. In the context of systems thinking, Credit Union resilience will arise from four dimensions: Financial Resilience, Internal Resilience, Brand Resilience and System Resilience. It is fostered both through strategy setting and embedded in day-to-day activities. A Credit Union’s deeper understanding and application of the three dimensions of resilience will help to create and protect value for its members, communities, and the credit union system.

This session is geared for credit union board directors, CEOs, and executives.

Participant Takeaways

• Participants will be able to define Strategic Resilience and comprehend the relationship between resilience and risk.
• Participants will use the dimensions of resilience to reflect their own Credit Union’s resilience.
• Participants will explore new areas of oversight to monitor resilience.

The board agenda design is often overlooked and undervalued- it is the first step in setting the tone and expectations for board meetings. It can: encourage (and easily discourage) director/CEO engagement, promote operational or strategic thinking, assist in addressing issues identified in meetings, and help to support directors fulfill their fiduciary responsibility. The board’s commitment to improving the board agenda design will ultimately help to create and protect value for your key stakeholders.

This session is geared for all Directors, CEOs, and governance executives.

Participant Takeaways

• Participants will be able to articulate the value of a well-designed board agenda.
• Participants will learn how to make their board agenda more effective.
• Participants will learn best practices from other participants.

The last few years have wrought enormous structural changes across the economy, and every industrial sector and each market in our nation has experienced once-in-a-generation changes. Organizations are tasked with pivoting and re-orienting to a new future in a state of great uncertainty. While the “right” path forward through these challenges will look different to each business, the board processes, practices and skills that will identify winning strategies will be common. This course will present specific experiences and ideas that can help your board or executive team develop a more effective strategic orientation and promote a culture of thinking “24-7 strategic thinking” to stay ahead of change. These tools can help your business to be ready and confident to confront the challenging decade ahead, whatever awaits.

This session is geared for all board directors, CEOs, and executives.

Participant Takeaways

• Participants will be able to define board culture and comprehend the relationship between individual behaviours and dynamics.
• Participants will explore individual competencies that support a strategic culture.
• Participants will reflect on their own board processes and how they foster (or not!) a strategic culture.

This session is designed to provide participants with a comprehensive understanding of the distinct yet collaborative roles of the board and management at the board table. Effective governance is crucial for the success and sustainability of any Credit Union, and a clear delineation of responsibilities between the board and management is essential. Through this course, participants will explore the dynamics of board governance, gaining insights into the roles each entity plays in shaping organizational strategy, oversight, and decision-making.

This session is geared for board directors, CEOs, executives and governance professionals. 

Participant Takeaways

• Participants will understand the board’s responsibilities and be able to identify the distinct roles of board vs. management.
• Participants will examine the intersections of the board and management’s role.
• Participants will understand the importance of effective communication between the board and management.

Miranda is able to build custom sessions tailored to any audience on the topics of governances and strategy. Please reach out to chat further on your needs.