Wednesday, May 19, 2010

CaribDE Day Six – Tuesday, 18th May 2010

Posted by Dorwin Manzano, CUDE 2008

It’s my pleasure to blog from the beautiful sunny isle of St. Lucia on the final day of the historic and first ever, CaribDE Programme May 2010.

This morning’s breakfast lived up to the excellent standard that the hardworking and dedicated Nuns established over the period. Certainly, participants were well fortified to present their Case Studies in a cogent, convincing and compelling manner.

All four (4) groups made sterling presentations capturing key developmental issues in the various scenarios and were well received by participants. There was strong evidence of research, teamwork and other key strategies employed by participants. Convincing arguments were advanced for:

(i) the merits and strategies for serving a youth market.
(ii) the merger of a Credit Union which comprises of indigenous Caribs in the Island of Dominica with another leading Credit Union in the Island.
(iii) the importance of establishing a robust succession plan for CEO’s of Credit Unions at the very early stage .
(iv) the benefits of establishing a National Branding Campaign for Credit Unions, whereby all credit union advertising is done through one medium and not by the various credit unions. The objective was for all credit unions to speak with one voice. It was resolved that National Branding was worth pursuing.

Keynote Graduation address by Melvin Edwards
The Keynote Graduation address was delivered by Melvin Edwards, who is a past Chairman of World Council of Credit Unions Incorporated (WOCCU) and a graduate of the 2009 DE Class. The title of his address was “First Class”. He charged graduates to sharply defend and uphold the Co-operative Principles and Philosophies and to develop ways and means to correct and expunge the myths that have been promulgated about Credit Union Best Practices, Philosophies and Principles.

The presentation of Certificates took place on the beautiful lawn garden adjacent to the dining area. The pure, fresh, natural and environmental facade provided a special compliment to the entire ceremony. Twenty Four (24) new people earned the right to be called “Development Educator” and joined the ranks of DEs around the world who dedicate themselves to the promotion and practices of credit union ideals, social responsibility, credit union and community development, and the credit union philosophy of People Helping People.

Fund Raising Auction
The Live and Silent Auction was conducted by the Right Honourable Bob Schumacher who did an outstanding job. Approximately 25-30 items were auctioned. The high point of the auction is the sale of a Mini Bat which was purchased for $10 EC by Craig Stapleton and was auctioned for the mega price of $3000EC (just over $1,000 U.S!) The bidding for the Mini Bat was very competitive and was driven by the fact that it was labelled with the name CaribDE 2010 and had the signatures of all participants of the Programme.

Closing Party
The CaribDE 2010 culminated with a signature event of a party in true Caribbean style. We actually formed a music band led by guitarists David Marquez of Trinidad and Tobago and Bert Mullings of the Bahamas. It was sweet moments of calypsos from the Might Sparrow, Lord Kitchener, Arrow and other famous Caribbean Icons. By the unanimous vote the most popular song was “Good morning Mr. Walker” which was sung at least four times, led by Bob Schumacher who is now a certified Caribbean Calypsonian. The curtains came down at 11:55 p.m. with everyone hugging and greeting each other saying and singing sweet songs of good bye, au revoir, hasta luego... What a marvellous way to bring the curtains down on this historic and memorable event…

CaribDE 2010, what a fantastic experience!

Tuesday, May 18, 2010

CaribDE Day Five – Monday, 17th May 2010

Posted by Debbie Wege, CUDE 1993

Even from the sequestered confines of our remote, non-air-conditioned, highly-humid Abbey, one cannot deny the beauty of this Island. The sweetness of Caribbean air after a night of warm tropical rain fills your waking breaths as you step outside on the veranda between the dorm area and main hall. I am not sure there is a better way to start one’s day, even when you know the long hours that this day brings with it…

Today began with time for participants to finalize their project ideas for presentations by the mentors. As you will see when you read these there are some great things that will be happening in the Caribbean. From partnering with other credit unions, starting youth programs that truly engage the youth (including TV programming), and teaching the cu philosophy and principles and more…

Then we went out into shade of the lawn area under the beautiful Caribbean Samaan Tree and all collectively agreed that the outdoor air was considerably cooler than the hot & humid room we had been sweating in for the last 4 days… all breathed a welcomed cooler sigh of relief… Tom led the group in a team building exercise that tested and successfully stretched and expanded our ability to trust the group as a whole. Leaving us all feeling a little more connected. Then each person was paired up to share what this past week has meant to them and rotated till all had shared with each other. It was obvious by the volume and smiles that each have had positive aspects they can take away from this week together. This was followed by time for more personal reflection to put down these thoughts in a letter to themselves which will be mailed to them in six months.

Then came the assignment of the Final Case Studies… drum roll please…

As each received their case study with apprehensive anticipation, some were already claiming the time they wanted to end by… never a good idea…

Each gave their case study the seriousness needed to think it through and come up with their presentation, even through the heat. Big thanks to Bob Schumacher and Melvin Edwards for making a run for much needed (and up until this point, non-existent) caffeinated sodas!! Blessing for the local gas station that sold coke products!!!

Tomorrow is the big day for presentations and some will do this a little more rested than others, but all will do it with hard work, determination from a week filled with expanded awareness, deepened understanding, and broader perspectives. Stay tuned…

And may I add, even in midst of the rain, the warmth never leaves – ahh the magic of the Caribbean Islands…

Monday, May 17, 2010

CaribDE Day Four – Sunday, 16th May 2010

Posted by Bob Schumacher, CUDE 2001

Sunday at DE is strange at DE, to say the least! But add to that the fact that we are at a Benedictine Abbey and you can exponentially add to that affect. Let me start with the fact that breakfast had to be moved to an earlier time as all would be at Mass in the Chapel next to our meeting room. Many of our Carib folks went right from early breakfast to early Mass.

Melvin Edwards and Dorwin Manzano started the day with the discovery and discussion of hot topics that challenge and confound the Caribbean movement each day. Amazingly, they end up being extremely similar to the US movement’s bi g issues. It was also amazing to see people who began the week coming into training as proud representatives of their many individual island countries go into this session with a new sense of connection with each other that supersedes individual national pride.

We moved into the project spotlight activities next, exploring in detail three international and one US project. As we have come to expect from this class, all four presentations were spot on. We then retired to lunch when mentors discussed upcoming individual DE projects to be presented to the group tomorrow. Most of the soon-to-be-designees already had more than an idea about their projects and described them with such passion and pride. Lunch did provide a unique moment of excitement as little Sister Benedicta climbed on the kitchen counter and with a long pole to begin poking at something in the ceiling rafters while the other nuns scurried about out of the way. We all gasped then howled as a very large crab flew from the rafters onto the floor! To the delight and appreciation of the nuns, Big Bert Mullings, DE-to-be, calmly moved in, picked it up and released it onto the grounds outside.

Debbie Wege told the story of the CDCU and the role of community development credit unions within the US movement, injecting her credit union’s relationship with Express CU in the process. The participants kept her on stage right up to the last seconds of her time asking questions. It was almost as if they knew what was coming next, wanting to avoid it.

But, of course, they didn’t as we handed out the credit union in development issues for them to ponder and solve. These “unsolvable” scenarios were attacked with energy and in-depth drilling producing very plausible decisions. The presentations provided a fitting end to the work day, in preparation for tomorrow’s big final case studies.

Normally we would have had a regular dinner before retiring in preparation for tomorrow’s rigors, but the nuns prepared an amazing meal of several nationalities for us to enjoy. And once again, the guitar came out as David Marquez led the whole group in more song, laughter and camaraderie. Now on to the longest day!

Sunday, May 16, 2010

CaribDE Day Three – Saturday, 15th May 2010

Posted by Kathy Chartier, CUDE 1994

Day three started with a twist. Most of us are not accustomed to shops being closed on Saturday afternoons and Sundays, but that is not the Caribbean way. Here, church, family and friends come before commercialism so the stores remain closed.

To accommodate our DEs in training by giving them an opportunity to visit Castries, do a little shopping and maybe even pick up their last minute auction item, the schedule started at 2:30 this afternoon and ran into the evening.

We started off the afternoon with another DE “first”. Bob Schumacher came into the room waving two pair of plaid men’s boxers that one of the sister’s brought to him after they were found on the lawn! The 'Prez' reluctantly claimed them to a great deal of laughter, while our 'Michelle Obama' immediately fired Bob from her security detail! For our part, we learned that it is not safe to hang laundry out to dry on our breezy ST Lucia balconies!

Next Tom Decker gave an overview of the National Credit Union Foundation and its programs. Bob assisted in explaining two of the programs that are especially dear to his heart - BizKids and CIF. An in-depth discussion of the DE program followed, with questions and feedback from our soon-to-be DEs.

I gave an overview of the Real Solutions program, highlighting the impact that it has had in Connecticut and our Financial Reality Fair program. I wouldn’t be surprised if a DE chooses bringing a reality fair to their school or credit union for their project! I then tried very hard to do our own Bill Myers proud when explaining The Credit Path to the group.

After so much lecturing, it was time for some group participation. Bob and Carla Decker’s session was on alternative CU models and structures. They referred to the concepts of shared services and shared branching. Then each group identified whether shared services, and shared branching respectively, might be applicable to credit unions in the Caribbean; and if so, how by discussing the benefits and implementation challenges. Each group answered yes, with one participant aptly stating, “Of course any rational person would say yes!” Suggested shared services included ATM servicing and machines, MIS systems, marketing and legal services or a shared attorney – interestingly in the Caribbean a lawyer must draw up the paperwork for each vehicle loan as well as mortgages! Shared branching, especially in the context of cross border shared branching, brought on plenty of discussion related to cost, competition, service levels and more.

Tonight was the night we sit in a circle and heard the stories of the facilitators and mentors projects. We heard stories of international partnerships, spreading the DE story and bringing on new DEs, raising over $15,000,000 in CIF deposits, incorporating international credit union development into an employee orientation program, visiting and training at the Philippines credit union movement, volunteering at a Hispanic credit union ultimately becoming a career position, and last but certainly not least, bringing this first CaribDE program to fruition in just one year’s time. Congratulations on a DE project well done, Melvin Edwards!

The participants were moved by the stories, and as one expressed, the program is starting to come together for them, and they are looking forward to being part of a community with such energy and passion.

The evening ended on a lighter note – musical note that is. David Marquez borrowed the sister’s guitar (remember we are in an abbey!) and led us in a great round of calypso and Bob Marley. There is nothing like singing together to bond people, and the room was electric tonight – you could see our relationships strengthen through the power of music.

This group is well on their way to becoming the next “Best Class Ever!”

Saturday, May 15, 2010

CaribDE Day Two - Friday, 14th May 2010

Posted by Carla Decker, CUDE 1997

Day Two started off with a deafening tropical rain and a surprise visit by St. Lucia’s Monsignor Patrick Anthony, a slightly built man with a thunderous presence. He greeted us to the abbey introducing us to his work in folklore research. Back in the 60’s/70’s he told us, he began pushing to add to the development agenda the concept of human element development; i.e. people and culture. Absent that, he noted, our people – especially our youth - meander in a space of cultural invasion – where the ‘outside is good’ mentality is akin to mental slavery. Thus awareness, recognition and adherence of indigenous values are the true hallmark of a fully grown society. That is “soul power!” he cried, while angels sang.

He added that only by knowing who we are can we know what kind of development we want to foster for ourselves. Cooperatives, he added are a part of our African heritage. The principle of working together where dialogue and balance exist between individual and community, NOT a society where some people have and others don’t. But where “jan jounen” (originally an agricultural practice) means you invite your partners and friends to help you out today and they’ll do the same tomorrow. Where the concept of jounen prete and sousou in pre-banking communities means I give you one day and you owe me until my day comes.

These are the Cooperative values that we should not lose. And these, he charged, are the indigenous values that we should continue to strengthen and formalize to serve the purpose of today’s society!!! With this message, he led the group in song… the redemption song.

In what was the remaining day, we learned of cultural outreach to children, WOCCU, the US vis-à-vis the Caribbean CU system, and Cooperative social responsibility. Somewhere in the mix, participant Teresa Royer was challenged by an erroneous perception of time and, in gift, led the group in a song of friendship.

Then, we rolled onto skits! The dramatic ability of the group is amazing; equally uncanny is participant Coleen Barnabe’s resemblance to Michelle Obama whom she played at a press conference, bare shoulders and all! In all their hilarity and our roaring laughter, the skits were also poignantly on content!

Miniature Earth opened our eyes to world stats and caused us to check our assumptions and biases.

Thus ended Day Three and our lesson on the 5 C’s… Children, Culture, Catholic, Cooperator, Credit union.

Friday, May 14, 2010

CaribDE Day One - Thursday, 13th May 2010

Posted by David Marquez, CUDE 2007

It is always great to wake up to the exotic sounds of a Caribbean Island and St. Lucia is of course no different. The beauty of our surroundings at Villa Santa Maria, Coubaril, Castries definitely encouraged two of the younger mentors and one participant to go exploring… using exercise as an excuse when they just wanted to see how far civilization really was! A very cold rain shower ensured they reached back (wet) in time for breakfast and a prompt start to the first CaribDE☼. But in true Caribbean style, a few participants strolled in a couple of minutes late giving excuses about the fictional time zones that exist in the region.

Tom Decker ceremoniously took the floor and started this historic occasion with an introduction of a very special person and our very own Melvin Edwards. Melvin urged the participants to take as much as they can from the program, network, be prepared to make lifelong friends and become part of a much bigger community. Melvin made mention of congratulatory messages sent by Pete Crear, CEO of WOCCU and Yvonne Ridgeard, President of Confederation of Caribbean Credit Unions (CCCU). Whilst thanking the Benedictine nuns, he saw it fit (and quite rightly so) to remind participants that the introduction of the Credit Union movement in the Caribbean had to be attributed to the Catholic Church.

Tom returned to describe the DE designation process highlighting the fact that it is comparable to a degree and with that comes knowledge and responsibility. So it was in that vein that participants must give their experience serious thought. Then came our favourite Peruvian, Carla Decker, who endorsed the former speakers and emphasized the DE’s mission, its background and summary of its roots. Carla reminded everyone present to be aware of their identity and the need to share skills to deal with all situations. Carla’s passion for this movement was revealed when she told the group that Credit Unions are tools for development, lifting people out of poverty and out of circumstantial situations.

Then came introductions. An interesting fact (tallied by the tallest man in the room, Bob Schumacher) was that amongst the DE staff present, there was 165 years of credit union experience and volunteerism in 33 DE classes! What a team to start this CaribDE! Participants’ introductions were an eye opener. The participants shared with the group their “gift” to the Class (a unique skill, attribute or experience) that will enrich the peer to peer learning process, and their “hooks” (what keeps them engaged.) The facilitators and mentors quickly saw a distinct difference in this Caribbean bunch where everyone clearly expressed their dedication and commitment to the movement, from long time CU people to former bankers and recent hires.

This was followed by a great lunch and a mean lemon meringue pie just begging to be eaten! And of course the DE participants obliged!

After lunch saw participants very excited to prepare their short presentations on development issues. These Caribbean DE’s in training were anxious to deliver their presentations and after this expressive exercise, Carla duly noted that it was the first DE class she saw people strictly adhere to the 3-minute timeframe. Quite ironic for a people who live on island time!

Melvin, David and Dorwin Manzano presented the history of the movement but with all different styles showing the diversity that exists in the region.

The day started to wind down with the straw exercise. What the facilitations did not cater for is that in the Caribbean, we were accustomed to huts with thatched roofs! As a result, each group got their structure to stand and quite tall I may add. Bob’s group did finish in the first 25 minutes but were almost like the tortoise and the hare as they eventually came in second. Debbie Wege’s group eventually got up but the structure looked as though it was gender split! My group obviously cannot read lips and as a result came in third as the structure kept heading towards the floor! But congratulations must go to Kathy Chartier’s group who emulated the leaning tower of pizza and were so annoyingly confident that they offered the other groups extra straws! It was quite an enjoyable time and really worked well in helping the group to bond.

This was followed by a reception out of our so called concentration camp with a five minute drive to a little bar where most were falling down to tiredness. However, we were on our way to expanding a professional and committed core of volunteers!

Day 2. here we come!

Thursday, May 13, 2010

Introducing CaribDE

Wednesday, May 12, 2010

I blog today from a convent. I’ve been in St. Lucia now for a few days as we prepare to start the Caribbean DE Program. Our location is the peaceful and beautiful Villa Santa Maria, also known as Our Lady of the Assumption Abbey in Coubaril, St. Lucia (and yes, this abbey was formerly a monastery.) As you longtime DEs may attest to, there is a certain kind of symmetry to acknowledge here. The abbey is located on one of the high points on St. Lucia and looks over the town of Castries and the ocean. It is a breathtaking view that is nothing short of spectacular. The good and kind Benedictine Sisters run the abbey and are taking excellent care of us. No doubt some will feel the pinch of the lack of air conditioning, no television, and the very remote location…not to mention the packs of wild dogs that roam the area at night. Yet someday, much like those groups of our own early DEs who weathered St. Bennies, they will take pride in how hard they had it and how the groups of now have it easier…but that is later, much later. And like all the other DE classes, whether in Australia, the UK, the Philippines, Asia, or the U.S., this class will find camaraderie, they will find a community, a family…only to find once they are designated as CaribDEs, an even larger community and family that awaits them.

Our morning was spent in Mentor Orientation which included two cloud outbursts of soaking rains. Now, having gone through the morning and part of the afternoon, I am pondering the significance of starting a new DE Program. To write that this is a momentous occasion in the DE annals would be a profound understatement. A new DE Program is something we don’t see very often. In fact, since the U.S. program and the beginning of this program, it has only happened four times before. This is the first new DE Program since PhDE in 2004 was spearheaded by Dudz Samson, Mike Beall, and Lois Kitsch…and now the sixth DE Program operating world-wide. The Caribbean DE Program (CaribDE) with an inaugural class of 24 participants from eight Caribbean countries is Melvin Edwards’ DE Project. Exactly one year after Melvin’s graduation in May 2009, the program is now a reality. An amazing feat made possible with key support from fellow Caribbean DEs David Marquez (CUDE 2007) and Dorwin Manzano (CUDE 2008), and a crew of U.S. CUDEs who have been working arduously to make history.

I’m most proud to acknowledge that once again Development Educators continue to pioneer and lead the way in education pertaining to credit union/cooperative development. Please stay tune to our daily updates!

Thursday, April 22, 2010

DE Training Day Six

Tuesday, April 20, Day Six, Graduation Day…and Happy Birthday Carla Decker!

Another beautiful Madison day welcomed the soon-to-be DEs who were full of anticipation as they prepared to present their final case studies. Each group went through one more practice run to be sure all gave their best effort…and did they ever!! The presentations were all thorough and well thought out…and the delivery by each group was smooth, seamless, and articulate. The audience asked critical, thought provoking questions. (Thank you, Josie Collins and Marechiel Santos-Lang for joining us!) The presentations ended on a very high note with all groups feeling confident and a lot more relaxed!!

Next up was our graduation speaker, the incomparable, Bob Schumacher. Bob charmed the group from the start. He shared the story of his long journey of becoming a DE and challenged the almost, but not quite yet DEs to commit to completing their projects and to become fully immersed in the work of DEs. Bob was given a standing ovation and all were beaming from his warm words.

Following Bob was the “Getting Along” video… Despite some technical difficulties, the video made the desired impact! Diplomas, badges, pics and chants of “DE Class of 2010, Best Class Ever” followed. The wrap-up included many moving comments, testimonies from our international participants, and a moment of history in the making as Thong Yang of Marathon County EFCU became the first Hmong to become a CUDE. Thong remarked upon how far the Hmong people have come in the last twenty years, his appreciation for his new role as credit union leader, and his commitment to ensure more Hmong people go through the DE program. There was joy and tears as the events of the day unfolded. But…there was more fun to follow!!

Dinnertime found the auction in full swing as the silent bidding was ferocious and dollar amounts soared. As a special treat, The Disclosures regaled us with their big hit “Move Your Money” and a cover of the Beatles’ “Don’t Let Me Down”. And at the request of the audience… a Johnny Cash song. Thank you Chris Morris and Chad Helminak for your melodious gifts and auction item!!!

Wallflower that he is, Bob Schumacher gladly grabbed the mic and emceed the live auction… A few items that went for big bucks were the DE Scholarship for next April, a Bucky Badger throw, and a couple of wood-carved giraffes from Malawi. Social media bidding made the process more interesting and inclusive. The Peeps War went into high drama as our pink marshmallow friends were first kidnapped then rescued only to fall prey to the deep pockets of the Nuke the Peeps supporters! It was both disturbing and crushing to witness the smile on the evil regulator as he nuked them into oblivion!!! See for yourself…

In the end, we raised approximately $6,500!

As always, the night ended in a bitter-sweet note as final good-byes and lasting hugs were exchanged, while the joy of going through training and becoming a DE was palpable in this cool spring night.

Tuesday, April 20, 2010

DE Training Day Five

Monday, April 19th – Happy Birthday Michael Ray!!! And thanks Julie Gee for writing our blog of the day!

The morning started with the groups presenting their DE projects to Mentors. After an hour of review, each Mentor presented the participants’ projects. Our new DEs-to-be are excited and anxious to return home to start on their projects. Beginning with this class, we return to reporting on projects. Tom Decker informed the group that quarterly progress reports will be required – he’ll be posting the complete list of DE projects in the coming days. Your assistance in helping guide and ensuring the success of our newest DEs will be much appreciated – btw, they know YOU are out there.

There were a number of team building activities this morning; starting with the “Circle of Trust”. Participants gathered in the lobby and formed a circle, stretching their arms as far as their arms would allow. Once the circle was in order, the group counted off in 2’s. Tom instructed the group that the “1’s” would lean forward and the “2’s” would lean backward as far as they could. The element of trust came into play when Tom counted to three and everyone leaned forward or backward----hands are hard to hold together under extreme pressure!!!! After the second round, the group tried the exercise with their eyes closed and refrained from any noise then returned to the classroom for a lesson in “speed dating”.

Jen Kloepping instructed the group to break off in partners to speed date -- she timed the group to share their experience at DE and the moments that impacted them the most. Each participant had one minute to share with the other. At the command from Jen, the group switched and each person had a new partner to share their story. The exercise continued until each person had shared with every member of the group.

After the exercise, participants had time to reflect on their experience. Then the group returned to the team building exercise “Circle of Trust”. This time, participants displayed yet a better sense of trust in each other.

The bids on the auction items keep going up!! The Peeps war continues…

Afternoon rolled around and the anticipated projects were assigned. This year we have brand new Case Studies, thanks to Bill Myers and the editing skills of Carla Decker. The Case Studies build off the Hot Topics session and reflect the challenges of today: Expanding Service to the Underbanked, Shifting Demographics – Growth in Hispanics, Shifting Demographics – Aging Membership, A Discussion on National Branding, and Credit Union Philosophy in Succession Planning. Once the topics were assigned and the meeting rooms battled for, the groups eagerly began preparing for their presentations.

Dinner rolled around and the groups were hesitant to break as they realized the intensity of their mission… And we had a couple of surprises: sparkle and shine for Michael Ray, and news from Marlene Shiels that she’ll be spending the next two days in Haiti!!! While we’ll miss her for graduation we all wished her safe travels!

By 1:35 a.m. three groups were in bed while two groups continued their arduous task of project completion… Despite some drama, the groups came together in a cooperative spirit to carry forth their missions.

DE Training Day Four

Day Four… Sunday morning was a crisp bright one. The group gathered at 8:30 a.m. to hear Josie Collins provide an introduction to the NCUF and volunteering opportunities surrounding foundation events. Sweet Josie brought us chocolates.

Lynn Pitman with UW’s Center for Cooperatives depicted the coop landscape, principles and challenged participants with an exercise starting a cooperative.

Valerie Breunig provided an overview of WOCCU, relief efforts and the role of Worldwide Foundation. Her stories and pictures were moving and inspirational.

Inspired by last evening’s stories and this morning’s presentations participants gathered with mentors to discuss potential projects.

After lunch, Pablo DeFilippi regaled us with strategies to serve low wealth households and provided an overview of the Federation.

For the first time since Wednesday, participants were allowed some free time. They roamed around State Street, toured some of the campus and shopped. At 5:30 p.m. the entire entourage trekked to Chautara for traditional Nepalese fare. Bruce and Marlene joined the group in laughter, conversation and plenty of story telling.

Following dinner, a number of participants and staff attended an unscheduled session led by soon-to-be DE Carla Day. Carla took us through a rudimentary introduction of Twitter and Facebook; connections were made and remedial training will be needed! Thanks to all of you who ‘connected’ with us as we learned!

DE Training Day Three

Day Three… Happy Birthday, Bill Myers (not yet 60)!

It feels like the mornings are arriving earlier and earlier, but it was another beautiful and sunny day in Madison. A few intrepid souls made it to the Farmer’s Market, where the early spring produce was featured. As nice as the morning was, everyone arrived on time and ready to start a long day.
Brian Branch, COO and EVP of WOCCU kicked off the morning session on Microfinance and International Credit Union Development. Everyone was all ears as Brian explained the amazing work WOCCU and international credit unions are doing across the globe. Some of the most moving moments were the photographs of the devastation in Haiti. It was truly a miracle that the WOCCU staff made it through the earthquake without being harmed.

Following Brian’s session and a timely segue, the participants were ready to take on the “Spotlight on Projects” activity. The class worked with two international projects and three domestic projects. They are really starting to find their groove in terms of understanding and then integrating the development issues into the presentations. The presentations are also becoming more sophisticated as well as being more complex. They are thinking critically!!

As you may recall, Marlene Shiels was in town attending WOCCU's board meeting. Before her scheduled return flight, she and Bruce Wheeler joined us for lunch. But Marlene would be transportation-challenged on this day… First, her flight was canceled as airports all over Europe continued shut down. Then she’d be stranded on the highway after Bruce’s car ran out of petrol! At least she managed to get new outfits for the unexpected 5 additional days in the States.

The CU Impact on Development Exercise was a tearjerker. The scenarios pulled at our hearts’ strings, but the groups aptly illustrated how credit unions can play a role in positive development.

The highlight of the Wisconsin picnic was agreeing to auction the future of Anthony’s Peeps. Quickly, the group divided in two groups: those advocating to “Save the Peeps” versus those with evil plans to “Nuke the Peeps”. Once that process was complete, the group settled into a classroom in the Pyle Center on the UW campus and the DE Projects and CU Stories began. Our participants from Malawi, Joseph and Grace, described the credit union system in their country. Most shocking, only the household earner is eligible for CU membership – leaving out children and spouses. Our petite participant, Ana Maria, chronicled her immigration from Bolivia to the U.S. and her work at ACCESO serving Latinos in Washington, DC. Marlene described the U.K. credit union system and the role DE has had in shaping her professional life. The staff closed up the session piping in with their own DE projects.

The participants have proven to be a mature group. Despite the Lowell Center’s proximity to State St. they stayed put Saturday night, listening to music and relaxing. Unfortunately, the same cannot be said about the staff and Tom Decker barely escaped a speeding ticket! Yes, Marlene was on board.

Saturday, April 17, 2010

DE Training Day Two

Friday, all day, in Madison… and Bill Myers’ turn to write the blog, despite third person references…

Mike Schenk started us with a CUNA Economics take on the financial downturn. This
high level view is presented with impressive Midwestern warmth and charm.

Bill Myers presented the REAL Solutions system and strayed through the wide fields of CU innovation. Will you be attending the REAL solutions webinar for DEs on April 27, 2010 at 1:00 PM EST?

Democracy in action; the group voted: no more rabbit jokes.

Jennifer Kuhn pitched in with an interactive History of the Credit Union Movement and Structure of the CU affiliates. A photo of Jen's father on a John Deere Tractor stands in for the traditional team of CU Fathers, Chuck Eikel and Bill Herring.

Jen uses cow-based rewards to motivate future DEs to fill in the history. It's a sly presentation technique that lets the participants do the heavy lifting. Jen shows a condensed (eleven minute) video of the system structure. It was all very moving.

A new session, Hot Topics with Tom Decker and Mike Schenk, was introduced for DE 2010. The group identified the top 13 issues for Credit Unions and brainstormed solutions that DEs could offer.

The Development Issue Skits, as always were wonderful.
- Leading the pack was an outstanding Gilligan's Island show with Hoeland Bank, a fetching Ginger, pigtailed MaryAnn, a tall skipper, and of course, little buddy Gilligan himself.
- The revised Survivor managed to NOT kick anyone off the island.
- Green CU created Abuelita Sandy.
- Credit Union featured mentor Claire Ippoliti as a drooling child visiting a CU office with her mom.
- Who Wants to be a Millionaire turned asset development into a game show… while featuring a Mentor category: Anthony La Creta, evil regulator; Claire Ippoliti, convict; Jen Kloepping, victim of abusive dog, Julie Gee, child labor victim; and Mike Ray, double KGB agent.
Every group hits at least five development issues and for the first time in memory, not a single instance of cross-dressing.

The youtube video Miniature Earth created a more somber mood. New visions of the globe opened eyes wide, though with some tears.

In the evening, at Frida's (Kahlo, eyebrow portraits on the wall), the DE group met upstairs where we were joined by DEs and WOCCU Directors, Marlene Shiels and Ron Hance. At last call, B Myers was left at the table with 3 half-empty pitchers of Margaritas and a bill. Though this is a quiet DE group, they dominated the Salsa dance floor.

Thursday, April 15, 2010

DE Training Day One

Well, it was a special first day of DE Training. With 22 hearty participants and 8 nervous, but more than capable staff, we launched into the morning with a welcome and introduction to the CUDE Program and training. Carla Decker and Bill Myers kicked the morning off with a splendid opening and warmly welcomed the participants. As is the norm, the group is very diverse and each individual brings something unique to the training program. I should mention we have two participants from Malawi (as part of the African DE Scholars Program) who had no difficulty in fitting right in from the very beginning. Each participant was asked to tell us a little about themselves, but also to share what gift they bring to the training program as well as what their “hook” is…meaning, what it is that keeps them engaged. The answers they provided, as you might guess, were simply amazing.

Following introductions it was time for lunch…our first in the Lowell Center. After lunch it was time to for the first groups to work and prepare their presentations pertaining to their homework assignments on the 12 development issues. Each group was engaged and brought forth illuminating ideas. And per usual, each group was challenged to keep their presentations within the time limits they were given. Yet, in spite of any challenges all of us were finding our sea legs.

Then it was time for something new!! Due to some hard work (and some very persuasive talk), Jennifer Kloepping (Class of 2009) who has been working with Root Learning (a company that produces learning maps for multiple organizations), presented for the first time a session on the credit union system utilizing the new Learning Map!! While there are a few refinements we need to address, it is safe to say it was a smashing success! You’ll be hearing much more about the Learning Maps and Root Learning in days to come.

Right after dinner we jumped squarely into the Straw Exercise…Bill Myers’ most favorite team building session. All groups were fully engaged, and yes, there were the attempts to beat the system, but the mentors, with eyes and ears wide open (led by Mr. Compliance himself, Anthony La Creta) put a stop to all shenanigans. In the end, Michael Ray’s group won the game…and for the second year in a row, the event was won by a team with a hand tied behind their back!

We wrapped up the day with a few words from Carla and Bill regarding DE Projects. Then it was off to the evening reception…some music, some dancing, and a fun time had by all!!

Wednesday, April 14, 2010

April DE Update

To improve communications, select DE updates are now posted and archived to the DE Community blog. I hope this will make it easier to recall and search for important information.

Here’s what’s been going on most recently…


DE Workshop

DE Workshop will be held in Las Vegas, July 9 - 11, 2010 in conjunction with the One Conference. So far, 12 have registered. Remember we’re controlling travel expenses by tacking on Workshop to a major national conference. Remember too, you’ll have opportunity to test drive Open Space Technology, a strategic process for complex problem solving. Our complex problem: Defining a Vision for our community of DEs. So don’t delay, register today!!!


International-CUDE Designation

There is still time to apply for the International-Credit Union Development Educator designation. The deadline is June 15 and designations will be announced at the One Conference coming up in July. For criteria information and to apply, go to: http://www.ncuf.coop/home/programs/developmenteducation/education.aspx


DE Sustainability Task Force

As previously reported, the DE Sustainability Task Force has been hard at work crafting strategies that ensure financial sustainability for the DE program. The task force has submitted three fundraising initiatives: A DE-Designated CIF investment opportunity, direct giving campaign from credit unions, and a DE Alumni Membership campaign. More to come…


CUDE Advisory Task Force

Resulting from the DE meeting at GAC, a CUDE Advisory Task Force has been organized and held its first meeting in late March. Members of the task force include:

Mike Beall, DE Education Fund Committee
Chuck Purvis, DE Education Fund Committee
Tracie Kenyon, DE Education Fund Committee
Sheri Ledbetter, DE Education Fund Committee
Larry Blanchard, DE Education Fund Committee
Dennis DeGroodt, NCUF Board Member
Allan McMorris, NCUF Board Chair
Tom Candell, NCUF Interim Executive Director

The task force is currently collaborating with me to revise DE Scholarship criteria, enhancing communication efforts with the DE community, and reviewing programs costs and pricing. My thanks to all the members!


CaribDE, May 12 – 19, 2010

Melvin Edwards (CUDE 2009) and I have been hard at work customizing program content and promoting the first ever Caribbean DE Training Program; aptly named CaribDE! The program will be held on St Lucia and in true DE fashion, the first program will be held at a monastery! Mentors include two CUDEs from the Caribbean, three from the U.S. They are Kathy Chartier, Dorwin Manzano, David Marquez, Bob Schumacher, and Debbie Wege. I look forward to facilitating the program along with Carla Decker. Congratulations Melvin and thanks for putting your trust in us!


April CUDE Training in Madison

The April CUDE Training Program kicks off today in Madison, WI. The training site this year (and we hope for years to come) is the Lowell Center, in the UW campus and just off the shores of Lake Mendota. Today, we welcome 22 attendees...and out of that group there are two attendees from Malawi, four attending by means of a DE Education Fund Scholarship, and the Michael Ray Scholarship winner, the very engaging Carla Day (of CU Chat Up!) Expect daily updates as the training unfolds!

Wednesday, March 31, 2010

Registration Now Open for DE Training at IslandWood

We are now accepting registrations for the IslandWood DE Training Program sponsored by the National Credit Union Foundation. As you are probably aware, IslandWood offers a unique classroom site that utilizes the environment as a learning laboratory.

If someone in your organization or a colleague has expressed serious interest in attending the Development Education Training Program at IslandWood, it is scheduled for August 11 - 18, 2010.

Remember, the registration fee not only covers the program, but also covers every meal, single room lodging, and all materials. DE Training is first-come, first-served, so please respond as soon as possible by having those interested use the following link and registering on-line:

http://www.ncuf.coop/home/programs/developmenteducation/Registration/Registration.aspx

Mark Your Calendars - 2011 DE Events

Please mark your calendars for these 2011 events!!!

The schedule for 2011 is as follows:

Madison DE Training April 6 - 13

DE Workshop June 17 - 19
(in conjunction with CUNA's America's Credit Union Conference in San Antonio, Texas)

DE Event July 22 - 24
(in conjunction with WOCCU's World Credit Union Conference in Glasgow, Scotland)

IslandWood DE Training August 10 - 17

Friday, March 5, 2010

Invitation to DE Workshop 2010

DEs are leaders. DEs are known for taking on a challenge and getting things done. DEs have taken on the mantle of leading credit unions while holding true to the cooperative value and principles, and credit union philosophy. DEs are known to have a passionate voice in the credit union movement. Yet, how do we keep ourselves inspired, both individually and collectively, to effect positive and necessary change on an on-going basis? Our purpose is simple and important.

We want your deep engagement in the issue and opportunities stated above. Because you care about DE, and because you have the skills, experiences, and insights that are essential to solving this challenge, we want you at the Workshop.

In broad terms, how do we engage and mobilize almost 1,000 DEs to positively impact the Credit Union movement? What is the “DE community” that all stakeholders can support and work together to sustain?

Join us prior to the 1 Credit Union Conference for our annual DE Workshop. Titled “1” Challenge, this year’s DE Workshop is our Premier Alumni Event and a Tremendous Learning Opportunity!!! The “1” Challenge is about charting the future of the DE Community while participating in and coming to know a learning process known as Open Space Technology.

Open Space Technology (OST) is about “opening space”, as an intentional leadership practice, to create inspired organizations and communities where people work together to create extraordinary results with regularity. OST is partly based on First Nation and West African philosophies and is a power means of problem-solving
In Open Space events, like our “1” Challenge, participants create and manage their own agenda of parallel working sessions around a central theme. The common result is a powerful, effective, connecting and strengthening force aimed at solving an issue of strategic significance.

Also joining our program will be Bill Cheney, President and CEO of the California and Nevada Credit Union Leagues, and Paul Hazen, President and CEO of the National Cooperative Business Association.

Let’s get mobilized and get to Workshop!!! Together we can make it happen!!
In order to register for the Workshop, make your hotel reservation, and find the agenda, follow this link: http://www.ncuf.coop/home/programs/developmenteducation/Registration/Registration.aspx

Please note...if you are registering for the 1 Conference as well as the Workshop you may complete your hotel reservation for your entire stay when registering for the 1Conference.

Friday, February 26, 2010

DE Happenings & GAC activities

It was great seeing so many DEs attend the GAC. In fact, following the Wegner Dinner for the traditional annual photo, the stage was simply spilling over with DEs! On Wednesday afternoon, we held our DE Update Session...the following is a recap of that meeting.

GAC Activities

Annual Service Project
While inclement weather caused the service project to be cancelled, I want to thank Gigi Hyland, Gary Kohn, Jessica Vogel, Sue Douglas and Pat Roberts for all the work they did in organizing the project. These folks spent a great deal of time working with Operation Hope and the volunteers to pull off this program. We'll look forward to next GAC!

DE Networking & Recruitment
About 30 DEs plus guests interested in attending DE Training participated in the luncheon held at Clyde's. Thank you to Jennifer Kuhn, Valerie Breunig, Tom Greve, and Larry Blanchard for coordinating. It was a terrific time!

Michael Ray Bash
Thanks again to Michael (and Tony) for pulling out all the stops and inviting the DEs into their home. As always the food was amazing and the hospitality incomparable. In appreciation for hosting this event, in 2008 we started a DE Training scholarship in Michael’s name. Since then, we have awarded two scholarships per year from this fund. Please consider donating to this worthy endeavor by contacting me.
DEUKs

Thank you to Mike Beall and the Maryland & DC Credit Union Association for once again hosting the delegation of DEs from the United Kingdom. It is always such a pleasure to visit with Marlene Shiels and our UK counterparts...even Michael Hope.

DE Happenings

International DE Programs & Schedules

All international DE Programs will be conducting training in 2010:

• DEUK Edinburgh, Scotland August 26 - 31
• PhDE Cebu, Philippines October 16 - 22
• DUDE Australia October 25 - 30
• Asia Training will take place in July...other details to follow

Since becoming a CUDE last May, Melvin Edwards has been developing a DE program for the Caribbean. While there have been numerous challenges, while attending the GAC he secured the final amount of funding necessary to make the program a go. Melvin is tentatively scheduling the first ever Caribbean DE Program for May of this year. Congratulations Melvin!!

Remember that that the CUDE Program has reciprocal agreements with DEUK, PhDE, and DUDE. Please contact me if you are interested in attending any of these programs.
NCUF/WOCCU African DE Scholarship Initiative

The initiative developed in 2009 aims at providing leadership training for Africans working on development projects in the hopes that they will start an African DE program after building a base of 20 DEs. Two Kenyans attended the Spring 2009 program and two South Africans the Summer program. Two participants from Malawi will be attending the Spring 2010 program. We are honored to be working in tandem with WOCCU on this project and look forward to hosting more of our African friends.
International-CUDE Designation

We designated our first group of I–CUDEs at the World Credit Union Conference in Barcelona last May. The designation recognizes the international work DEs perform around the world. The next opportunity to gain the designation will take place in 2010 at the WOCCU World Conference in Las Vegas. Please visit http://www.ncuf.coop/home/news/subnews/InternationalDERelease.aspx to obtain eligibility information, and contact me if you are interested in discussing or pursuing the application process.

DE Sustainability Task Force
Late last year a sustainability task force was organized to work with NCUF in crafting and executing a long-term strategy that ensures financial sustainability for CUDE. Embedded in this challenge is the opportunity to take the CUDE Program to the next level, to double or triple the number of CUDE’s and thus help ensure the future success of the credit union movement. The task force is working with the NCUF Board to formalize two giving campaigns: an Alumni Membership Campaign and a direct credit union giving campaign. Towards this, the NCUF Board recently approved a DE designation for the Community Investment Fund (CIF).

My thanks to the Task Force members who include:

Larry Blanchard, Class of 1988
Val Breunig, Class of 2005
Danielle Brown, Class of 1997
Tom Greve, Class of 2008
Melia Heimbuck, Class of 2005
Claire Ippoliti, Class of 2007
Jennifer Kuhn, Class of 2008
Jeanne Saarinen, Class of 2004
Bob Schumacher, Class of 2001
Pat Sterner, Class of 1997
Debbie Wege, Class of 1993
Gary Oakland (NCUF board member)

Finally, my thanks to all of you who took time from GAC to attend the DE Update Session. Special thanks to Mike Beall and Larry Blanchard for their advice and leadership in activating a DE Advisory Board. I look forward to working with you, NCUF and the entire DE community to keep you better updated and engaged in our program and its mission to strengthen the credit union movement.