The premier advancement experience for credit union professionals.

In addition to our expert instructors below, each student has access to one-on-one executive coaching from the following lineup of professionals here
JD McPherson
Master Trainer & Senior Consultant
Center for Leadership Studies


  • Situational Leadership Building Leaders
  • Situational Coaching
  • Understanding Your Management Style
  • Putting It All Together
  • Leading with Emotional Intelligence

JD McPherson has 12 years of experience as a learning professional and has been training Situational Leadership for nine years. His high-energy style combined with his passion and enthusiasm for the model makes him an engaging facilitator. During his tenure as a learning professional, JD has served as a franchise training manager, supporting multiple franchisees to manage their learning functions and consulting with them on their leadership development. As a senior manager of learning and development, he led a team of training managers that were responsible for managing the hourly and management training for more than 300 restaurants with combined revenues exceeding 600 million dollars.

Dr. Dale Gauthreaux
Forge Leadership


  • Leading Change In Organizations

Dr. Dale Gauthreaux is the founder of Forge Leadership, a leadership advisory practice focused on coaching, training and consulting leaders to deliver exceptional results in their organizations. He has held corporate positions at Swagelok Inc. and Capital One Financial, and has served on the faculty at many colleges and universities including Georgia State University, University of Georgia, and University of Richmond. Dr. Gauthreaux holds degrees from Purdue University (PhD), Louisiana State University (MA), and McNeese State University (BA).

Bill Nagle
Senior Vice President, Professional Development
Cooperative Credit Union Association


  • Understanding Employee Engagement

Bill has been with the Cooperative Credit Union Association for more than fourteen years. He now leads the Association's Professional Development Department, managing conferences, seminars, webinars and their Network system. Before moving to the credit union movement, he worked in retail banking for a variety of financial institutions in and around the Boston area for twenty years. Bill is a certified DiSC program facilitator, and a CUNA “Creating Member Loyalty” certified service and sales trainer. He is a graduate of the Massachusetts School of Financial Studies, the New England College of Finance and holds a B.S.B.A. as well as a graduate certificate in Organizational Communication, both from Northeastern University.

Jill Lackey
Vice President of Consulting
Allegacy Business Solutions


  • Leader as Talent Manager

At Allegacy Business Solutions, Jill leads the consulting division in providing coaching, organizational health and wellness consulting and talent development to Allegacy business partners. As a Master Certified Coach (MCC), she has more than 25 years of comprehensive program development and operational experience in all aspects of Human Resources including talent management, learning and performance, compensation, strategic staffing, and coaching. Her professional career includes senior-level HR roles with several international companies including The Edmunds Group and GMAC Insurance. As an entrepreneur, Jill also started and managed her own leadership and organizational development consulting firm, Talent Development Solutions, which was later acquired by Allegacy Business Solutions.

Lee Gardner
Retired President and CEO
Family Trust Federal Credit Union


  • Strategic Leadership

Since 1979, Lee served as president and CEO of Family Trust FCU before retiring in 2016. He is an active leader in the credit union industry, serving more than 20 years on the state league board of directors. An alumni of the University of South Carolina and the South Carolina Bankers School (Psychology), Lee also completed advanced studies at Michigan State University, Stanford University, and Harvard School of Business. And he is a Certified Credit Union Executive (CUCE).

Contact Us


1000 Saint Albans Drive
Suite 325
Raleigh, NC 27609

800-822-8859 Phone
919-573-0474 Fax


7440 Broad River Road
Irmo, SC 29063

PO Box 1787
Columbia, SC 29202

800-822-8859 Phone
803-732-4268 Fax