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, May 13, 2010
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.
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.
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!
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.
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.
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!!
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!
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
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
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.
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.
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.
Monday, December 14, 2009
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