2026 CCUL HR & Organizational Development Summit - Day 1

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22 Sep

2026 CCUL HR & Organizational Development Summit - Day 1

2026 CCUL HR & Organizational Development Summit - Day 1

Tuesday, September 22, 2026 (12:00 AM to 11:59 PM)
4 PDCs
Provider: Carolinas Credit Union League
Course Name: 2026 CCUL HR & Organizational Development Summit - Day 1

Speaker: Nell, Callen, Linda Lafortune, Garrick Throckmorton,
Program Type: Conference
Registration URL: https://members.carolinasleague.org/events/EventDetails.aspx?id=2045832
2026 CCUL HR & Organizational Development Summit - Day 1, Indian Land, South Carolina
Email Details

Tuesday, September 22 9:30 am Event Check In / Registration 10:00 am - 12:00 pm Powerful Practices to Cultivate Mission Driven Leadership & Secure Your Talent Pipeline Nell Callen, Partner, Curtis Strategy Credit unions face increasing leadership challenges, including talent shortages, turnover, and evolving strategic demands. This session explores how to embed talent development into organizational design to build a strong leadership bench, strengthen retention, and create a mission-driven culture. This high-impact session moves beyond conventional training to focus on strategic talent stewardship. Learn practical strategies for identifying and developing high-potential employees, preparing leaders to navigate growth, regulatory change, and technology disruption. Key Takeaways: Identify and develop high-potential future leaders Strengthen employee engagement and retention through mission alignment Create a leadership pipeline that supports long-term organizational stability Apply the Job P.A.K. framework to connect roles, performance, and strategic goals Build a culture of accountability, growth, and leadership readiness 12:00 - 1:15 pm Networking Lunch 1:15 pm - 2:15 pm Moving from Order Takers to Strategic Partners Linda Lafortune, Director of Learning & Client Support, CUInsight; Leadership Training Consultant Training teams have the opportunity to drive organizational performance, yet many are viewed as reactive service providers rather than strategic partners. This session explores how learning professionals can shift from responding to training requests to consulting with leaders on business needs and performance outcomes. Participants will learn practical approaches for conducting effective intake conversations, setting clear expectations and accountability, and aligning learning solutions with measurable organizational goals. Key Takeaways: Shift from a transactional training model to a strategic partnership approach Conduct consultative conversations that clarify needs, expectations, and accountability Define success metrics before training begins to improve outcomes Strengthen alignment between learning initiatives and business goals Increase training’s impact by connecting learning to measurable performance results 2:15 - 3:15 pm AI & Talent Management Development: Shaping the Future of Talent Management Strategies Garrick Throckmorton, TalentTelligent AI isn't a future conversation as it is already reshaping organizations and the expectations of current and future teammates. For credit unions, where culture is built upon the people helping people philosophy, leveraging AI effectively requires a thoughtful balance between tech and human connection. During this interactive session, we will move beyond a focus on individual tools and explore the opportunities facing our profession, mindset shifts we need to consider to redesign work, unlock work capacity, and architect a new future state. 3:30 - 4:30 pm Open Discussion 4:30 - 5:30 pm Sip, Share & Connect: Networking Reception Join us for a complimentary networking reception designed to encourage meaningful conversations and relationship-building among HR and OD professionals.

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Tuesday, September 22 9:30 am Event Check In / Registration 10:00 am - 12:00 pm Powerful Practices to Cultivate Mission Driven Leadership & Secure Your Talent Pipeline Nell Callen, Partner, Curtis Strategy Credit unions face increasing leadership challenges, including talent shortages, turnover, and evolving strategic demands. This session explores how to embed talent development into organizational design to build a strong leadership bench, strengthen retention, and create a mission-driven culture. This high-impact session moves beyond conventional training to focus on strategic talent stewardship. Learn practical strategies for identifying and developing high-potential employees, preparing leaders to navigate growth, regulatory change, and technology disruption. Key Takeaways: Identify and develop high-potential future leaders Strengthen employee engagement and retention through mission alignment Create a leadership pipeline that supports long-term organizational stability Apply the Job P.A.K. framework to connect roles, performance, and strategic goals Build a culture of accountability, growth, and leadership readiness 12:00 - 1:15 pm Networking Lunch 1:15 pm - 2:15 pm Moving from Order Takers to Strategic Partners Linda Lafortune, Director of Learning & Client Support, CUInsight; Leadership Training Consultant Training teams have the opportunity to drive organizational performance, yet many are viewed as reactive service providers rather than strategic partners. This session explores how learning professionals can shift from responding to training requests to consulting with leaders on business needs and performance outcomes. Participants will learn practical approaches for conducting effective intake conversations, setting clear expectations and accountability, and aligning learning solutions with measurable organizational goals. Key Takeaways: Shift from a transactional training model to a strategic partnership approach Conduct consultative conversations that clarify needs, expectations, and accountability Define success metrics before training begins to improve outcomes Strengthen alignment between learning initiatives and business goals Increase training’s impact by connecting learning to measurable performance results 2:15 - 3:15 pm AI & Talent Management Development: Shaping the Future of Talent Management Strategies Garrick Throckmorton, TalentTelligent AI isn't a future conversation as it is already reshaping organizations and the expectations of current and future teammates. For credit unions, where culture is built upon the people helping people philosophy, leveraging AI effectively requires a thoughtful balance between tech and human connection. During this interactive session, we will move beyond a focus on individual tools and explore the opportunities facing our profession, mindset shifts we need to consider to redesign work, unlock work capacity, and architect a new future state. 3:30 - 4:30 pm Open Discussion 4:30 - 5:30 pm Sip, Share & Connect: Networking Reception Join us for a complimentary networking reception designed to encourage meaningful conversations and relationship-building among HR and OD professionals.

2026 CCUL HR & Organizational Development Summit - Day 1
2026 CCUL HR & Organizational Development Summit - Day 1
1955 Sharonview Way
Indian Land, SC 29707-9565

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