CCUL Headlines: Professional Development

Leadership Development Institute welcomes new class as year four gets underway

Thursday, March 14, 2019   (0 Comments)
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A few highlights from 2019 LDI's first quarterly workshop and welcome reception.

CHAPEL HILL, NC—The Leadership Development Institute (LDI) has reconvened for a fourth year, welcoming a new class of twenty-two credit union professionals in the Carolinas. Students were selected through an application process and met this month for the first quarterly two-day workshop at the Friday Center at UNC-Chapel Hill. The annual program is designed to provide current and rising credit union leaders with the critical thinking skills and leadership strategies essential to growth and success.

Center for Leadership Studies (CLS) Master Trainer and Senior Consultant JD McPherson returned once more, and led students on Wednesday through the foundational program, Situational Leadership®: Building Leaders. The course empowers leaders to influence the performance of others through the practical application of the Situational Leadership® Model. Later that evening, students joined League staff, instructors, LDI alumni, and some of the program’s business coaches at the welcome reception sponsored by Vizo Financial.

McPherson then led the class on Thursday through Situational Coaching. Students were immersed in case studies in which coaching principles and skills are explored, learned, and applied in realistic, challenging situations.

“This year marks the largest class that the program has ever had,” noted CCUL SVP of Professional Development Lauren DeAngelis. “It’s a strong indicator that not only is the word spreading about this program but that more and more credit union executives are ready to take their leadership development training to the next level in order to position themselves and their respective credit unions for greater success.”

The 2019 class includes:

  • Jeff Bailey, Coastal CU, Raleigh, NC
  • Jackson Braswell, Summit CU, Greensboro, NC
  • Jeanne Couchois, Carolinas CU League, Raleigh, NC
  • Sarah Davis, Mountain CU, Whittier, NC
  • Stephanie Decker, Coastal CU, Raleigh, NC
  • Michael Fabregas, Piedmont Advantage CU, Winston-Salem, NC
  • Amie Folkman, Carolina Foothills FCU, Greenville, SC
  • Anna Funderburk, Greenville FCU, Greenville, SC
  • Robert Gordon, Telco Community CU, Asheville, NC
  • Katie Mitchel, SC Telco FCU, Greenville, SC
  • Jeremiah Mooney, SC Telco FCU, Greenville, SC
  • Steve Perkins, Telco Community CU, Asheville, NC
  • Lori Shaw, SPC CU, Hartsville, SC
  • Sarah Steadman, Mountain CU, Candler, NC
  • Nikki Thompson, SC Federal CU, N. Charleston, SC
  • Andrea Troccia, Corning FCU, Wilmington, NC
  • Kim Wagner, Mountain CU, Franklin, NC
  • Clifton Watkins, Coastal CU, Raleigh, NC
  • Jennifer Webb, SAFE FCU, Sumter, SC
  • Steven White, Vizo Financial Corporate CU, Greensboro, NC
  • Shakeia Williams, Coastal CU, Raleigh, NC
  • Paige Wingler, Premier FCU, Greensboro, NC


LDI students will meet again on June 19-20 for the second quarter session. Following each quarterly workshop, students will be responsible for at-home assignments that bridge learning between meetings.


Want to Apply for LDI?

The League is now accepting applications through December 30, 2019 for the 2020 Leadership Development Institute, with curricula and instructor details to be provided at a later date. Interested credit union professionals in the Carolinas may apply at

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