2024 Leadership Institute

2024 CACUBO Leadership Institute


The details below are subject to change.

Monday, August 12, 2024


Organizational Wellbeing & the Power of Leadership Influence
Nichole Johnson & Kathleen Schulz
8:45am - 10:15am  |  1.8 Estimated CPE
Organizational objectives continue to change significantly, and swiftly. Issues related to stress and burnout continue to erode wellbeing, resiliency, trust, and employee engagement while concerns around attracting and retaining talent are at an all-time high. What did we learn from the past several years about building workforce resilience and the impact of culture and leader influence on talent and wellbeing (including healthcare costs)? This session will include data and market trends around the connection between culture, employee behavior, organization risk, and outcomes.

Learning Objectives:

  1. Learn how physical, emotional, financial, and career wellbeing all connect and impact overall organizational wellbeing.
  2. Understand the power of culture, trust, recognition, and leader influence and the impact on talent and employee wellbeing (including healthcare costs).
  3. Learn about the growing incidence of loneliness and how social connectedness is impacting performance and health
  4. Gain knowledge on the superpower of recognition, and the impact on the employee experience


Leadership That Inspires
Mark Saine - TIAA
10:30am - 12:00pm  |  1.8 Estimated CPE
This session focuses on the one of the least practiced and most misunderstood leadership competencies: being inspirational. In fact, many leaders express trepidation about being inspiring, and they are often unsure what exactly they need to do to be inspiring.

OutcomesProgram participants will explore answers to the following questions:

  1. What is inspiration
  2. Why is inspiration an important leadership skill?
  3. How do you become more inspiring – in practical ways?


Fostering a Culture of Talent Development
Lori Hensler, Carlie Dos Santos, Sally Rigney, & Justin Szymakowski - Follett
1:00pm - 2:30pm  |  1.8 Estimated CPE
2:45pm - 4:15pm  |  1.8 Estimated CPE

  • Summarize key components of a talent development strategy and outline challenges within today’s talent development environment
  • Practice structuring and delivering talent development and coaching conversations
  • Explore specific tools for talent calibration and succession planning including competencies, 9-box grid, and position success profiles
  • Discover practical avenues of talent development within the 70:20:10 framework
  • Build accountability through the effective documentation of development and succession planning templates


Application of Learning
Mark Saine - TIAA
4:15pm - 4:45pm

Tuesday, August 13, 2024


Teams that Work
Mark Saine - TIAA
8:30am - 11:30am  |  3.2 Estimated CPE
Nearly all of our work requires the input of others and the best ideas come from a cohesive group of people working together to find solutions to challenging circumstances. This interactive session will explore how teams from and operate effectively. This session will start with the basics of building a high-performance team. Topics will include: Defining with a team is and why they are needed, the phases of team development and what the leader’s role is in each of these phases, and the ingredients of high-functioning teams.

Learning Outcomes:

  1. Define what is a team and how it differs from other groups of participants?
  2. Explore why are teams needed in today’s workplace?
  3. Apply the phases of team development model to their role as a leader
  4. Identify the ingredients of successful teams, including understanding the importance of:
    1. Identifying purpose and a sense of direction
    2. Clarifying roles and responsibilities
    3. Psychological safety and appreciation of different skills
    4. Clear measures and ‘public’ knowledge about progress
    5. Opportunity to innovate and learn from mistakes
    6. Recognition for the right things


Motivating Your Team by Adapting Your Leadership Style and Driving Effective Conflict
Ashley Contreras - Gallagher
12:30pm - 2:00pm  |  1.8 Estimated CPE
Effective organizational leadership is built on talent recruitment, retention, and employee development. Tapping into team member’s unique motivators and driving productive workplace conflict can have a massive impact on efficiency and bottom-line results. Leveraging DiSC® theory, organizational leaders can learn to cultivate the value in each workstyle, and adapt their natural style to foster productivity. This session will explore underlying tendencies and preferences of various styles, helping you to train your teams in adaptive behaviors for more effective workplace interaction.


Community is a Choice
Sam Davidson
2:15pm - 4:15pm  |  2.2 Estimated CPE
In this high-energy and practical session, serial entrepreneur, published author, and professional speaker Sam Davidson will share the hallmarks of organizations and leaders that are succeeding in the marketplace and winning the war for talent due to their culture and commitment to community. Davidson will walk attendees through stories, data, and proven methods so that those in attendance will be able to apply what he shares to strengthen their teams and grow their careers. Ultimately, attendees will leave with practical, actionable ideas they can apply no matter their job title, team size, or personal ambition.

Learning Outcomes:

  • Attendees will learn core leadership principles related to community building, decision making, and action taking as it relates to a professional (work) environment.
  • Attendees will learn how to evaluate any interaction and opportunity so that decisions made are ones that will have a positive effect on the company and the individual.
  • Attendees will learn how to communicate why they made the decision they did to superiors and direct reports.
  • Attendees will learn why “choosing community” is good for their career.
  • Attendees will learn how to integrate both their personal and professional lives and responsibilities so community isn’t just something they do or “turn on” at work.