New Manager Playbook & Tools for Success Bootcamp
This three-part bootcamp series gives credit union members practical, ready-to-use leadership tools to confidently step into (or grow in) a management role, helping them lead teams more effectively, improve performance conversations, and navigate real-world leadership challenges with clarity and impact from day one.
Session Dates & Times
Session One
October 29, 2026
11:00 a.m. - 12:30 p.m. CT
Session Two
November 5, 2026
11:00 a.m. - 12:30 p.m. CT
Session Three
November 12, 2026
11:00 a.m. - 12:30 p.m. CT
Session Descriptions
Session One
Laying the Groundwork for Leadership Success
Stepping into a management role comes with new challenges, responsibilities, and expectations. In this interactive session, you’ll learn how to navigate the transition from individual contributor to leader with confidence. We’ll cover essential dos and don’ts for new managers, including how to document employee performance effectively, balance leadership responsibilities with daily tasks, and delegate without micromanaging. Through real-world examples and hands-on exercises, you’ll walk away with practical tools, including a new manager checklist, an employee log template, and a delegation framework that you can immediately apply to set yourself up for success.
Session Two
Performance Conversations That Drive Results
Effective managers don’t wait for annual reviews to provide feedback. They create a culture of ongoing performance conversations. In this interactive session, you’ll learn how to deliver clear, constructive feedback, handle difficult conversations with confidence, and conduct performance reviews that drive improvement and motivation. We’ll cover proven frameworks for feedback and a step-by-step approach for addressing underperformance. Through hands-on exercises and real-world scenarios, you’ll gain practical tools, including a feedback statement template, a difficult conversation script, and a performance review checklist to help you navigate these critical conversations with clarity and impact.
Session Three
Navigating the Unwritten Rules of Leadership
Being a great manager isn’t just about completing tasks and giving feedback. It’s about mastering the unspoken dynamics of leadership. In this session, you’ll learn how to manage up effectively, increase your visibility without self-promotion, and navigate tricky team dynamics, including leading a former peer and handling workplace politics. You’ll also develop strategies for saying no without sounding uncooperative, making tough decisions with confidence, and setting professional boundaries. Through real-world scenarios and interactive discussions, you’ll walk away with practical tools, including a managing a checklist, a decision-making framework, and conversation scripts to help you lead with clarity, credibility, and impact.
Who Should Attend?
Current and future branch managers, assistant managers, supervisors, team leads, and department managers would all benefit from this training.
Presenter - Corlinda Wooden
Corlinda Wooden is the president and co-founder of Wooden Consulting LLC and a passionate leader within the credit union movement. She specializes in leadership development, executive coaching, strengthening sales and service cultures, and driving innovative approaches to achieve bottom-line results. Recently named one of American Banker’s Most Powerful Women in Credit Unions, Wooden’s passion for helping people succeed, combined with her creativity and more than 25 years of experience in the financial industry, has propelled teams she has worked with to new heights. In addition to her consulting work, she actively supports industry innovation and inclusion through her roles with Coopera and the Backbone Coalition. When she’s not working, Wooden enjoys spending time with her husband, two daughters, their dog, and two fluffy cats. “Work hard, play hard, and rest hard” is a guiding principle in her household.
Educational Investment
Fee Per Person
League Member Rate: $800
A limited number of registrations are available. Register early to secure your virtual seat. Your investment includes three 90-minute sessions.
Cancellation Policy
All cancellations must be received in writing. Please provide a brief explanation for the cancellation and submit via email to training@cornerstoneleague.coop. Cancellations received more than 30 days prior to the event are subject to a 25% administrative fee on the order total. No refunds will be granted for cancellations received on or after 30 days prior to the event. Substitutions are accepted prior to the start of the program. Additional costs may apply. Please provide the event name, current participant name, and new participant name to training@cornerstoneleague.coop.
Cornerstone League reserves the right to cancel or reschedule the event due to unforeseen circumstances. If the conference is rescheduled to another date or modified (virtual or hybrid), your registration will automatically transfer. If the event is rescheduled or location is changed, and you are unable to attend, your fees will be refunded.
Questions?
Call 800-442-5762 ext. 6630 or email us.