CUNA Experience Learning Live!
Instructors

Instructors

  Adam Shames

Adam is the founder of the Kreativity Network and is an organizational consultant, facilitator, and speaker whose clients include Accenture, McDonald's, Edelman Public Relations, and the Promotional Products Association International. He designs and facilitates leadership retreats, seminars, and team meetings that help organizations build cultures of innovation and collaboration. Adam is also a former "Teacher of the Year."

  Amy Nelson

Amy celebrated ten years with credit unions in April of 2008. Amy is vice president of corporate development at Point West Credit Union in Portland, Oregon, overseeing human resources, training, and credit union advocacy. Amy's experience spans a variety of human resource and training and development functions, including recruitment and selection; evaluation and compensation structures; benefit administration; and training programs such as sales and service (three credit unions, three different sales and service initiatives), on-boarding, supervisory skills, and career-pathing. Prior to a career in credit unions, Amy spent ten years working with several youth leadership organizations in Oregon and nationally, teaching grades 6-12 transferable school-to-work leadership skills. She attributes her energetic facilitation style to seven summers spent with 300 junior-high-aged leadership students, and four years as a dance team coach. "Continuous learning is essential" reigns as a core value of Point West and for Amy, as she utilizes work and personal experiences to facilitate learning and growing.

  Andy Janning

"Build an entire training department and corporate university from scratch." That was the one-sentence challenge FORUM Credit Union gave Andy back in 1998 when he was hired as their first full-time training professional. After ten years, over 100 new training courses, nearly $700 million in asset growth, three corporate universities, CUNA's 2003 Training Professional of the Year Award, and Training Magazine's 2007 Training Top 125 List, Andy and his team are just getting warmed up. Andy is FORUM's assistant vice president of training and quality service, and he oversees the nationally-recognized corporate university "Motivate U." He uses his 17-plus years of financial services experience to develop the skills and talents of credit union employees, so they can blow away the expectations of their members and peers.

  Angela Prestil

Angela is director of sales culture development for the Creating Member Loyalty™ System of Training at the Credit Union National Association (CUNA). Her responsibilities include ensuring the successful implementation of the Creating Member Loyalty™ program for more than 200 credit unions nationwide, as well as managing the development and design of the Creating Member Loyalty™ System of Training.

Angela brings more than 20 years of experience developing and delivering educational programs and products to CUNA. Her expertise lies in marketing, sales, innovation, and train-the-trainer programs and products, as well as in customer relationship development. She joined CUNA in February of 2000. Since coming to CUNA, Angela has conducted training around the country at League meetings, CUNA schools, and CUNA webinars.

  Barry Callen

Barry first created an improv comedy game training to boost morale and enhance group creativity in the creative department of the ad agency where he was a principal and creative director. The classes were such a hit that Barry created Corprov™. Over the last decade, hundreds of students have taken the classes and used the games for meeting warm-ups, introductions, retreats, classes, presentations, and brainstorming sessions. Barry has taught these games across the United States to everyone from business executives and construction workers, to fourth graders and fashion models. Barry first studied improv comedy at Second City in Chicago and went on to co-found and perform in three different successful improv comedy groups.

  Doug Williams

Doug is vice president of business development at Trabian Technology. Trabian Technology is an interactive design firm that specializes in developing Web sites for credit unions that take advantage of new technologies. Doug joined Trabian in March 2007 after serving as marketing director and later operations manager for the Lower East Side People's FCU in New York. Before moving to New York, Doug was the business development officer at Dallas Credit Union.

  F. Lee Alderman Jr, SPHR

Lee started his career in training design and development in the U. S. Coast Guard in 1980. Since that time, he has created hundreds of job-based training programs that successfully transferred skills and knowledge from the classroom to the work environment. In the last 5 years, Lee's career has increasingly led him into the world of human resources through his work at Redwood Credit Union where he is currently the assistant vice president of employee relations and development. During his 28 year career in training and human resources, Lee has maintained a continual focus on organizational improvement while remembering the people that make it work.

Lee has delivered presentations, workshops, and seminars throughout the United States and worldwide with engagements in Montreal, Mexico City, Heidelberg, and Paris. Lee is also the co-author of the book Creating a Reusable Learning Objects Strategy: Leveraging Information and Learning in a Knowledge Economy.

  Gerry Singleton

Gerry is the director of league and association relations for CUNA Mutual Group. In this role, he is responsible for establishing, strengthening, and maintaining relations with credit union trade organizations and state leagues. Previously, Gerry was the senior manager of product learning in CUNA Mutual's Organization Capability area. In this role, he was responsible for aligning CUNA Mutual's product-related training efforts to deliver a consistent learning experience, across all channels, in line with key adult learning principles. He was also the division manager of business development in CUNA Mutual's southeast marketing division, where he worked with CUNA Mutual staff and credit unions in the areas of training and marketing.

Prior to joining CUNA Mutual in 1998, Gerry was the training manager for the North American Mission Board of the Southern Baptist Convention. He developed and delivered new employee orientation programs, spoke nationally on topics that included staff development and motivation, conducted training needs analyses, and focused on developing leaders and teams.

Gerry has published articles on adult learning and for children's publications. He has spoken throughout the United States and abroad on such topics as personality awareness, sales and service, presentation skills, team building, call centers, and leadership.

  Jayne Hitman

Jayne is a credit union learning professional with 26 years of experience in all aspects of sales and service effectiveness. She has a background in managing change, developing high performance teams, aligning corporate culture and values with business practices, and facilitating sessions from the boardroom to the classroom. Her areas of specialization include: team building, communication, sales culture development, sales and service skills and behaviors, management and leadership development, coaching and executive coaching, presentation skills, facilitation skills, and training skills. Jayne worked for California's largest Credit Union for 17 years, where she was responsible for training credit union staff and leaders, coaching, developing, and coordinating the activities.

Jayne now consults with credit unions on creating an environment to obtain sustained results and overall success. She has personally trained thousands of individuals, developed hundreds of trainers, and coached executives, managers, and trainers to reach desired outcomes. In 2003, Jayne was awarded the prestigious "President's Council" award for outstanding achievement in working with credit unions.

Jayne is also a past speaker at eight international CUNA Mutual Discovery Conferences, and continues to be a frequently requested speaker for credit union leagues, associations, chapters, regional learning functions, and credit union conferences.

  Marlo Foltz

Marlo Folz is the director of blended learning for the Center for Professional Development (CPD) at the Credit Union National Association (CUNA). She is responsible for designing, developing, and implementing educational programs in CUNA's on-line virtual classroom, as well as creating an environment that is conducive to learning within the virtual classroom. In addition to the synchronous courses she develops, she is also the product manager for the CU Advance Program. CU Advance is a blended learning education program based on competencies designed to help credit unions create more competent, highly skilled, employees. Marlo also oversees the development and production of the 160 online certificate courses CUNA has to offer.

Marlo has more than 16 years of experience developing, delivering, and marketing educational and training programs in not-for-profit settings. She has extensive experience working with volunteer boards and instructing trainers. She joined CUNA in February of 2000. She previously worked for the American Red Cross in a variety of capacities on the local, state, and national levels.

  Michelle Britt

  Nell Weatherwax

Nell has been teaching and performing improvisational theater and storytelling since the early 1980's and has extensive experience in improv comedy, improvised storytelling, and movement theater. She currently works at Indiana University as an academic counselor, teaches story theater and improvisation, and performs her entirely improvised one-woman show "And I Am Not Making This Up" at fringe festivals around the country.

  Stacey Hanke

Stacey is an executive consultant, author, and speaker with expertise providing individuals the skills to influence others to take action. As a coach, she has provided customized instruction for more than 4,000 individuals worldwide including Coca-Cola Enterprises, Deloitte, Leo Burnett, and Hewlett Packard. Stacey is a featured author in the book Conversations On Successwith Jack Canfield, co-author of Chicken Soup for the Soul. She is also an instructor of "Executive Presentation Skills" for MBA students attending DePaul University, Chicago and serves on the small business panel for USA Today.

For more program content information or to request a brochure call 800-356-9655, ext. 4249, or email elearning@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.