2024 CFTEA Leaders Conference – Strategies for Creating Success

Theme: Strategies for Creating Success


Wednesday, Sept. 25 & Thursday, Sept. 26, 2024


Village by the Sea
1373 Post Road
Wells, Maine 04090



>>>> Register here. <<<<

Registration Deadline:  Monday, August 5, 2024

Changes/Cancellation: No cancellations or changes after August 6, 2024. Attendees may substitute their spot with someone from their organization for the same options. Additional charges may apply. 

An opportunity to share best practices, engage with peers, and find solutions! This conference focuses on you!

Success can mean many things to different people. This year’s agenda provides a wealth of different learning opportunities. What strategies, content, and ideas can you take home – personally or for your organization? Join CFTEA’s 27th annual leadership conference for a day and a half of development, collaborating with learning and development peers and board/career growth. (See daily agenda below)

What are people saying about last year’s attendance?

“I enjoyed the activities and opportunities to network.”

“The speakers did a really good job sharing new ways to creatively incorporate CFTEA in our training programs at our organizations.”

“This group offers great insight into current L & D topics with really creative suggestions for CFTEA solutions.”

“Great topics! Very helpful information!”

“The first day was fast moving, informative, and eye-opening for a first-timer. It made me think we need to make sure everyone at our bank realizes the amount of learning that is available to them and the value.”


Village by the Sea is located is located a half an hour from the Portland, Maine International Airport. Continuing a half an hour south on Route 1 will take you to the Kittery Outlet Malls. See a brief video tour of the property and area at this link.

Located in view of the Atlantic Ocean, a few minutes to Wells Beach or Drake’s Island. Want to learn more about what you can do in Wells – The Friendliest Town in Maine? Check out their website

As a side note, Executive Director Andrew Lederer attended Wells High School … back in the day. 

Village by the Sea provides apartment-style lodging with a full kitchen and multiple rooms. If you have you have others staying with you, there is a small charge for additional rooms, but a great opportunity to enjoy the Atlantic coast.

Bonus content for all attendees the week of the conference – Recorded Webinars and digital materials.

Seize Your Leadership Potential: Take Command with Confidence

Joe Hart, President and CEO of Dale Carnegie.

Immerse yourself in an empowering session with Dale Carnegie’s CEO, Joe Hart. Drawing from the pivotal lessons of his Wall Street Journal Bestselling book, Take Command, Joe shares how you can confidently step up to lead, elevate your career, and master your life. Dive into time-proven principles, invaluable leadership tenets, and transformative narratives from leaders around the globe. Uncover a blueprint to accelerate your career trajectory and be more fulfilled.

Empower From Within: Cultivate fortitude, build confidence and develop a mindset essential for your career’s next level.

Expand Your Circle: Understand the art of forging lasting relationships, establishing a network genuinely invested in your success journey.

Visionary Leadership: Craft a future-forward vision, placing you in a position to take advantage of opportunities.

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7 Tools to Unlock the Engagement of Your Team

Bob Kelleher, President and Founder, The Employee Engagement Group

How are YOU handling the ‘new normal’? No, not your employees.  No, not your organization.  HOW ARE YOU DOING?

Please join me as I host a complimentary webinar on Thursday, January 25th at 12pm EST for YOU, and ABOUT YOU. This is your opportunity to understand why you’re feeling the way you’re feeling.  How is your own engagement doing compared to others?  

This hour of discovery will include powerful and revealing real time polling and benchmarking.  Are you under or over your baseline of engagement? Are you anxious about the new normal, or is it an opportunity? Are you in the zone? As we return to the office, how normal do you feel?  Is life impacting you at work, or is work impacting your life? 

Are emotions impacting your engagement at work? If so, how?

In the best of times, Gallup claims that only 35% of us are engaged in the workplace. This is before a global health crisis, an event is causing us to have concerns for our health, our family, our jobs, and the economy.  

It is unlikely you’re at the top of your game today as studies reveal that what happens AFTER work, often has more to do with our engagement as what happens DURING work. 

And if you’re a manager, knowing your own engagement is exponentially important because research tells us that if a manager is disengaged, his/her employees are 3 TIMES more likely to be disengaged themselves.

No matter where you are, you’ll better understand why you’re there. And perhaps take comfort that there are others just like you!!
Join Bob for this 60-minute interactive webinar and learn the secrets to becoming a more engaged, motivated, and productive person, employee, and if applicable, manager, in this captivating and self-reflective session of self-discovery.  

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The #1 Way to Motivate Adult Learners

Becky Pike Pluth, President and CEO, the Bob Pike Group

Within a group, people will participate more to avoid letting down their peers. Even if someone doesn’t want to be in training, he won’t punish his partner. When learners work together as partners or team, it can bring out their best. They may not be motivated to please the trainer, but they are motivated to come through for their partners who are counting on their cooperation. Discover how to motivate learners with activities you can make your own.

Key Outcomes:

  • Discover what works and what doesn’t work to motivate adult learners
  • Examine how rewards, recognition, and approval can tap into intrinsic motivation
  • Discuss one size doesn’t fit all—but fits most—and why that matters


Please Note:  Attendees are responsible for travel expenses.


Day Conference Attendance Options Attendee Cost
Presenter and Board Member Track Attendance at all sessions.  Includes snacks, Wednesday Lunch, Dinner, Entertainment, one night hotel stay and Thursday Breakfast FREE
Non-Board Wednesday Basics Track Attendance to all Wednesday sessions and includes Lunch and snacks.  Lodging, Dinner and Entertainment not included. $99
Non-Board Wednesday Plus Track Attendance to all Wednesday sessions, includes snacks, Lunch, Dinner, Entertainment and one night hotel stay.  $299
Non-Board Ultimate Track Attendance to all sessions, includes snacks, Lunch, Dinner, Entertainment, one night hotel stay and Thursday Breakfast and Snacks.  $349

2024 Conference Schedule

Strategies for Creating Success

Wednesday, September 25, 2024


Check In | Grab your gift bag and drop off door prizes with Tammy Perkins.

(The conference is located in the event area in the Main Building.) 

10:00 – 10:30am


Welcome and Group Icebreaker by CFTEA Executive Director, Andrew Lederer

Get to know your table group and others better in this fun and engaging activity.

10:30 – 11:30am

Improving Mindfulness by Former Board member: Krystal Boivin

Life constantly demands our attention, but when we become fixated on the past or worried about the future, we often miss vital information in our present situations. Cultivating a state where you are consistently aware of your present moment is not impossible, but it takes practice. Nevertheless, by learning to abide in the present, you acquire a sense of perspective that can allow you to learn from the past without it overwhelming you with resentment and regret, and plan for the future without it overwhelming you with anxiety or dejection. Implementing the guidelines in this session is the first step to changing your mental and emotional outlook to one that operates in the present moment.

Learn more about Krystal’s business at her website

11:30am – 12:00pm

Continuous Improvement Mindset with Board Member: Casey Dillingham

Instead of reacting to change, a Continuous Improvement Mindset helps you to seek change. Explore how Mascoma Bank has developed a continuous improvement mindset by identifying four important habits that team members are encouraged to practice.

To adopt this mindset and successfully support these habits, three supporting pillars are identified: psychological safety, transparency and personal accountability. This session will briefly cover four habits at Mascoma Bank and then take a deeper dive into the three pillars and how they support  efforts to seek change and adapt to a continuous improvement mindset within a culture.

12:00 – 1:00pm

Buffet Lunch

Garden Salad with Citrus Vinaigrette

Sandwich Wrap – Smoked Turkey with Lettuce, Cranberry Mayonnaise

Sandwich Wrap – Roast Beef, Lettuce, Tomato, Caramelized Onions, Horseradish Aioli

Home-Style Potato Salad

Dessert & Lemonade

1:00 – 2:00pm

Idea Igniters with CFTEA Executive Director, Andrew Lederer

This active session will allow groups to learn from each other, share challenges, discover resources, and look at future trends in learning & development. Similar to 2019’s World Café, this is the perfect opportunity to explore, ask questions, and share with peers. This is one of the most requested sessions from the last conference that allows networking with purpose. 

2:00 – 2:15pm

Afternoon Break 

2:15 – 2:35pm

Creating an Education Culture Within An Organization with Board Member, Mary Swift

How do you create an environment where employees want to further their professional education? 

How do you create a system where employees can improve their skills and pursue their goals? 

Creating a culture of education takes time and effort.  Growing and maintaining that culture takes patience and dedication.  Developing a culture of education keeps employees inspired, not required, to reach their personal and professional goals. 


Performing Needs Assessments with Council Member, Kayla Caikauskas

“How many times have you heard the oft-spoken phrase, “we just need more training”? When a bank experiences high error rates, breakdowns in procedure or just low capabilities, the L&D team is where the organization turns for guidance.  This is when your team should leverage a Needs Assessment.

Through a strategic collection of data and evidence, could you better meet the needs of your organization and provide the best solutions? HINT: The answer is yes and CFTEA has the courses to help!”


3:05 – 3:25pm

Using CFTEA Courses to Maintain CPTD Certifications and more! with Board Member, Julie Stevens.

How can CFTEA courses be used to maintain certifications? Hear Julie’s story on how CFTEA helped her maintain her CPTD Certification through ATD. Learn how to easily find ways to gain approved credit through CFTEA with strategies for your success!

3:25 – 3:40pm

Afternoon Break


Finding Success Through Creative Solutions with CFTEA Executive Director, Andrew Lederer

How can you set yourself and your organization up for success with creative ways to approach things like: In House courses and using self-paced content to save additional funds. 

CFTEA focuses on making education accessible and removing barriers. How do innovation and creativity come into that process? Plus bring questions for Andrew about things you want to know.

6:00 – 9:00pm

Dinner, Entertainment, and Awards!  

Plated dinner choices are available during registration. Awards and door prize giveaways will be given out during the evening.

Garden Salad with Citrus Vinaigrette & Dinner Rolls

Parmesan Encrusted Chicken, Thyme Jus

Pasta Provencal Vegetarian with Artichoke Hearts, Olives, Tomatoes, Herbs, Garlic, and Marinara

Herb Roasted Seasonal Vegetables

Roasted Garlic Whipped Potato

Triple Chocolate Cake

Entertainment: Sleuth Mystery Entertainment

This groundbreaking, interactive show mixes comedy, clues, and mystery for an immersive atmosphere to create a one-of-a-kind mystery experience. Watch the show, look for clues, question the suspects, and see if you can solve the crime!

Identify the killer and win a prize! Unsure of who did it? Come up with some humorous reasons for why you think they are the killer and get in the running to be recognized.

Dress up is encouraged but not required! After all there is a $50 prize up for grabs for the best costume of the evening that fits the theme of the show. It’s the roaring 1920s! Just less than a decade when CFTEA got its start in 1912!

NOTE – no one is put on the spot. It is up to you to integrate yourself by asking the cast questions, engaging with them, and discovering the clues you need to win! The bottom line is to have fun. Work as a team or keep your answers to yourself!

I Love You to Death

5-6 Person Cast/1920s Speakeasy Comedy

It’s a wild night at the speakeasy and the password is mystery.

A boxer, a gangster, a rival, a tortured vaudevillian, a woman on the prowl, and a pair of star-crossed lovers enter the Irish Lyon Social Club. Who will leave the speakeasy alive?  The jazz plays, illegal liquor flows, and the bodies and suspects start piling up in this tale of crooked deals, jilted lovers, betrayal, and mayhem. Try to pin the suspect with the crime to find out who did the deed in I Love You to Death.


Strategies for Creating Success

Thursday, September 26, 2024


Breakfast Buffet 


Education, Communication, and Nominating Committee Meetings


Board Meeting (Non Board Members are invited and encouraged to attend to learn more about strategic planning and function of the board.)


Morning Break 

11:15am – Noon

Strategies: Putting Them All Together with CFTEA Executive Director, Andrew Lederer 

Let’s take a moment to reflect on what has been gained over the conference sessions and what you want to put into practice when you get back.

In this session we will examine five key steps that transform inspiration into impact. 


Executive Committee Council Meeting 

The Executive Committee remains for a final meeting. 


Updated:  2024.01.18


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