April 5-7 | Oklahoma City, Oklahoma
This is NOT the same ole Annual Meeting.
There's no shortcut to a profession you truly love; but there is a journey on a road paved with the passion of ideas that matter.
With added features such as Industry Insights, CU Talks and interactive breakout sessions this year’s annual meeting will be fresh and new. We are providing group discounts at nearby hotels at various price-points and will provide lunch opportunities during the conference.
Join us for the 2016 Annual Meeting in the vibrant metropolis of Oklahoma City, where our theme is "Passion – Purpose – Profession."
You know it's true. Where passion flows, energy goes, and success can't help but follow. Passion is the inner fire that moves us beyond our shortcomings, fears, and failures; it's that passion for what we do that gives us clear purpose and guides us to greatness. So listen, learn, grow, create, mentor, lead, teach, serve, strive, and become... your profession.
Follow your passion to the 2016 Annual Meeting, and we'll help fuel the fire.
Sept. 10 - Dec. 15
Guest Program: $85
Dec. 16 - Feb. 23
Guest Program: $85
Feb. 24 - Apr. 7
Guest Program: $125
Credit unions with assets of $10 million or less as of 12/31/2015 qualify for a free registration. Group registrants must be registered at the same time.
Registration Fee includes: all general sessions featuring sought-after speakers, more than 18 educational sessions to choose from, continental breakfast three mornings, various refreshment breaks, dedicated time in the expo hall with valuable vendors, industry insights roundtable discussions, tote bag, water bottle, CU Talks on closing day with variety of prominent speakers, and a chance to win a cash prize at the end of the closing general session (you must be present to win).
Spouse/Guest Fee includes: all general sessions featuring sought-after speakers, breakfast three mornings, various refreshment breaks, tote bag, water bottle, and dedicated time in the expo hall with valuable vendors. Our reduced guest fee is limited to one guest per paid registrant and is limited to spouses, significant others, and children over 18 years of age. It is not intended for co-workers or credit union staff.
Cancellation Policy: Substitutions are always welcome. Registration fee refunds (less a $75 processing fee per person) are granted for cancellations received in writing on or before March 18, 2016. No refunds will be granted after March 18.
Grant Assistance: The Cornerstone Credit Union Foundation is accepting scholarship applications for League training events based on financial need. Applications must be received by application deadlines. Please visit the Foundation's website to view all grant applications, guidelines and deadlines. Contact Emily Moreno, Foundation Grants Manager, at 800-953-6483 for more information.
This year, we are offering several hotel options.
Need a map of the conference area?
10 N. Broadway Avenue
Oklahoma City, OK 73102
Room Rate: $180 (single/double)
Cornerstone has also reserved rooms with special rates for conference attendees at area hotels in Oklahoma City. Reserve your room early for the best chance at getting your first choice. Remember, the number of rooms held at each hotel is limited.
2 West Reno
Oklahoma City, OK 73102
Room Rate: $164 (single/double)
1 N. Broadway Avenue
Oklahoma City, OK 73102
Room Rate: $189 (single/double)
The Residence Inn
400 East Reno Avenue
Oklahoma City, OK 73104
Room Rate: $179 (single/double)
The Skirvin Hotel
One Park Avenue
Oklahoma City, OK 73102
Room Rate: $179 (single/double)
When calling to make a reservation at any of the above hotels, indicate you are with the Cornerstone League Annual Meeting & Expo to receive the special rate.
Hotel Cancellation Policy: All reservations require prepayment of the 1st night's room and tax. This is non-refundable. No credit or refund will be given if you cancel the reservation. Date changes are permitted within the conference dates without penalty. Your credit card will be charged immediately after the reservation is made.
Note: Federally chartered credit unions need to provide their own tax exemption forms and must use a company credit card when checking out to be tax exempt. Please confirm with hotel their acceptance of such form at time of booking.
Monday, April 4
Putting fore a Purpose Golf Tournament
3:00 p.m. - 6:30 p.m.
Attendee & Exhibitor Registration
Tuesday, April 5
7:30 a.m. - 5:30 p.m.
Annual Meeting & Expo Registration
8:00 a.m. - 9:00 a.m.
NEW: CEO Breakfast (for all attending CEOs)
8:30 a.m. - 9:00 a.m.
9:30 a.m. - 11:30 a.m.
Welcome Message from Cornerstone CEO, Dick Ensweiler
Thrive Among Thorns: Untapped Growth Opportunities for Financial Services
Featured Speaker: Ken Schmidt
11:30 a.m. - 12:30 p.m.
NEW: Lunch options provided at the Convention Center
12:45 p.m. - 1:45 p.m.
Concurrent Sessions I
1:45 p.m. - 2:00 p.m.
Networking Refreshment Break
2:00 p.m. - 3:15 p.m.
Annual Business Meeting
3:30 p.m. - 4:30 p.m.
Concurrent Sessions II
Wednesday, April 6
7:30 a.m. - 3:30 p.m.
Annual Meeting Registration
8:00 a.m. - 8:30 a.m.
10:00 a.m. - 2:00 p.m.
Guest Program - separate registration required
8:30 a.m. - 9:30 a.m.
Credit Unions Care
Featured Speaker: Karen Hart
9:30 a.m. - 2:15 p.m.
10:45 a.m. - 11:30 a.m.
League Board Organization Meeting
11:45 a.m. - 1:00 p.m.
Board of Directors Appreciation Lunch
11:45 a.m. - 1:00 p.m.
NEW: Lunch Options Provided in EXPO Hall
2:30 p.m. - 3:45 p.m.
Concurrent Sessions III
3:45 p.m. - 5:00 p.m.
Networking Refreshment Break in EXPO Hall
6:30 p.m. - 10:00 p.m.
Thursday, April 7
8:30 a.m. - 9:00 a.m.
9:00 a.m. - 11:30 a.m.
Closing General Session
NEW: CU Talks (thought provoking mini sessions similar to TED Talks)
The HERO Effect: Creating a Culture of Heroes at Every Level
Featured Speaker: Kevin Brown
Change is Good... You Go First - Embracing a Change Mindset
Featured Speaker: Karen McCullough
Featured Speaker: Fleetwood Hicks
Trending: Credit Unions in 2025
Featured Speaker: Mark Meyer
Join us as we travel south of Austin to the Natural Bridge Caverns. Journey through a half-mile of the largest and most spectacular show cavern in Texas. You will walk 180 feet below the ground, see awe-inspiring, ancient formations centuries in the making and still growing today. There are amazing stalagmites, stalactites, flowstones, chandeliers and soda straws. Take pictures along the way because this is one walk through time that you will never want to forget.
Have lunch at The Gristmill, situated on a bluff overlooking the Guadalupe River, nestled under the shade of towering oak trees, in the quaint German town of Gruene, Texas.
After lunch we will head down the road to the town of Wimberley for an afternoon of shopping around "The Square" and "Olde Town Plaza". Wimberley is full of unique shops that offer traditional and not-so-traditional art and wares.
If you could define the word ENTERTAINER, Michael Hix’s picture would be right underneath the description! Michael Hix & The Holla provide an exciting, high-energy variety show, that makes audiences of all ages want to come back for more. During the show, you’ll see and hear your favorite hits performed like never before. An entertainer like no other, Michael combines comedy, dance, and strong vocals to create an original and unforgettable experience. The Holla Band is made up of professional musicians and singers who have played with the likes of Jennifer Lopez, Marc Anthony, and Cher just to name a few. From Pop and Rock music, to the sounds of Motown, Soul, and Country…they do it all. This is the show you don’t want to miss!
While the band is playing the spirits flowing, take part in the live and silent auction benefiting the Cornerstone Credit Union Foundation.
A startling presentation designed specifically for banks, investment firms, credit unions, and insurance companies that is now Schmidt’s second-most requested topic. With little differentiation among competitors and media-fueled erosion of trust in financial services providers, it’s no wonder potential clients opt to work with “whoever’s closest to my house,” instead of “whoever can best serve my needs.” Or stay away altogether. Where others see futility, Schmidt sees unprecedented opportunities for growth. He’ll show you how to change the culture of your financial services business to stand out, create demand in your local markets, fuel client referrals and take advantage of the look-alike/act-alike competitive environment.
One of the most in-demand speakers and communications consultants in America, Ken Schmidt has lived a life that most can only dream about. He has toured the world on two wheels, met with presidents and royalty, partied with movie and music legends, and appeared numerous times on network news. As the former director of communications for Harley-Davidson Motor Company, he played an active role in one of the most celebrated turnarounds in corporate history – and got paid to ride motorcycles. He is widely known as one of the business world’s most outspoken and provocative thought leaders and has partnered with many of the world’s most successful brands. Exclusively represented by Leading Authorities speakers bureau, he shares stories and insights on the road to building a fanatically vocal customer base, creating a passionately loyal corporate culture, and developing leaders who inspire and motivate.
Harley-Davidson. The longtime motorcycle enthusiast’s formal association with Harley-Davidson began in 1985. As a specialist in corporate positioning and media relations, Schmidt was asked to work with the then-struggling Harley-Davidson to help restore the company’s image and create demand for its motorcycles. Within a few short years, Harley-Davidson became one of the most visible and frequently reported-on companies in the world, while sales of its motorcycles rocketed upward. Schmidt became director of Harley-Davidson’s corporate and financial communications and served as its primary spokesperson to the media and the financial communities. He appeared numerous times on network news programs and was frequently called upon by business media to share his insights on non-traditional communications, customer attraction, and brand-building.
Life After Harley. Now, Schmidt is a frequent speaker to business groups and academic communities throughout the world. Few speakers generate more positive word-of-mouth and referrals. “I love to startle people by exposing them to proven ideas and concepts they’ve never imagined,” he said. Whether he’s talking about how to leverage basic needs to improve competitiveness, build an entirely new corporate culture, or reach out to new customers in completely untraditional ways, Schmidt never follows a predictable course. “Whether I’m talking about how perfectly average people can do extraordinary things or how to build an entirely new corporate culture, rekindle relationships with customers, or reach out to new ones in completely untraditional ways, I’m teaching people to throw conventional approaches out the window. I see opening hearts and minds as my life’s work.”
Today, Schmidt shares his expertise with many of America’s leading brands but happily states that he is “semi-retired,” which allows him to pursue his other passions. He calls working with the grandson of one of Harley-Davidson’s founders to create 100 Years of Harley-Davidson, the best-selling motor sports book of all time, one of the greatest highs in his life. After all he has accomplished his philosophy of life and business hasn’t changed: “Never do what’s expected, make yourself as noticeably different as possible, and have a lot more fun than you’re supposed to.”
Kevin focuses The HERO Effect principles on leadership. Kevin has a simple philosophy when it comes to leadership; you are "a leader of one or a leader of none." He believes that leadership begins with mastering self along with the daily habits required to become world class leaders, mentors and coaches to the teams we live and do business with. The foundation of this program can be summed up in one powerful idea... we reproduce what we are!
In his signature style, Kevin uses real life stories and examples combined with rich content and humor to drive home the key HERO Effect principles and ideas. This program delivers actionable ideas that every leader can implement immediately to begin creating a culture of excellence at every level in their organization.
Kevin’s unconventional path to business and personal success has taught him that winning in business and in life requires anything but conventional thinking.
He grew up in Muskegon, Michigan where his blue collar roots taught him the value of hard work and determination. His resume includes working in a funeral home, washing oil drums, selling household appliances door to door and buying a franchise at the age of seventeen.
With a street-wise aptitude and a never quit attitude, he worked his way from the front lines in business to the executive boardroom of a company that is ranked in the top ten of all franchisors and #1 in their industry. For the past seventeen years he has been part of an extraordinary team that has grown a little known brand into an industry giant with annual revenues exceeding one billion dollars.
Kevin is the Assistant Vice President of Marketing for SERVPRO, an international franchise system with nearly 1700 franchise locations specializing in fire and water cleanup and restoration. In addition to his corporate responsibilities, Kevin is also a highly sought after keynote speaker. He has had the privilege of speaking to a wide variety of organizations including Siemens, State Farm, Bristol-Myers Squibb, Delta Airlines and The Boy Scouts of America to name just a few.
Kevin entertains, inspires and challenges people to show up every day and make a positive difference at work and in life!
The riskiest thing any businesses or individual can do in the new world reality is to not change. In her program “Change Is Good,” Karen McCullough empowers you with a change mindset that will help you make positive changes in your business and your life. She debunks age-old myths about change and gives you the three critical keys—awaken, activate, advance—to help you make important positive changes in your life.
You will receive the framework to successfully change yourself, and your organization while integrating technology and adaptability across the generations to increase team potential. Her energetic presentation includes real-life examples along with practical solutions that leave you with the tools and a change mindset to elevate new hope, new skills, and a new way of thinking. It’s time to get excited about change and see the opportunities.
Karen began her career as the youngest employee at an upscale department store in Cleveland, Ohio, where her mother worked as the first female credit manager.
In the early days, Karen worked for two of the world's most powerful fashion brands, Ralph Lauren and The Limited where she first started analyzing the internal culture of large organizations - both what fuels them and what holds them back. She applied what she learned and launched her own retail business, which she grew from one store into a multimillion dollar chain of four stores.
Karen realized that her greatest impact was through developing numerous programs for her clients. She was encouraged to take her message to a broader business audience. Today, Karen's speaking career has benefited many Fortune 500 companies, associations and small business.
Becoming a game changer in the Credit Union arena can be challenging but hear first-hand strategies that will get you results from the “Shark Tank Extraordinaire”, Fleetwood Hicks. He will share his formula on how you can become successful in these shark filled waters as the economy goes through cycles. Attendees will learn to:
You do not want to miss this exciting, enlightening and content driven session that will help you build a more strategic organization.
Fleetwood Hicks, known as "Shark Tank Extraordinaire", was the first contestant to have both Mark Cuban and Barbara Corcoran co-invest when they partnered in his thriving custom bike business... Villy Custom. While navigating his success through shark filled waters on America’s #1 reality show Shark Tank he swam away with the largest investment of Season 3... half a million dollars!
He is living proof that staying positive, being remarkable and thinking big are the keys to achieving the American Dream and building a business empire. With his 25+ years of experience as a serial entrepreneur, he understands the highs and lows of being your own boss while the economy goes through its cycles. But this does not stop his creativity, innovation and being a visionary... his resiliency keeps him seeking that remarkability factor.
What began in 2009 as a small cruiser bike retail boutique has grown into Villy Custom, a multi-million dollar cruiser bike brand, and has proven to be a game changer in the biking industry. Under Fleetwood’s direction, Villy Custom created the cruiser bike industry’s first one-of-a-kind, premier online custom bike builder platform, offering unique color combinations/finishes/and accents previously unavailable. At Villy Custom, over 1 Billion bike designs can be created and not one would be identical. By expanding into the custom corporate bike fleet market, Villy Custom is becoming one of the biggest swimmers in Shark Tank history.
Fleetwood has appeared on: Ellen DeGeneres, CNBC StreetSigns, Price is Right, First Look, NBC, HLN, and Good Morning Texas. He has been featured in The Huffington Post, Forbes Magazine, Fast Company, Entrepreneur Magazine, Washington Post, Inc. Magazine, Wall Street Journal, Dallas Morning News and Thrive Wire to name a few. Examples of his prestigious clients include: NFL Football Coaches, Google, Nike, Puma, PepsiCo, Monster Energy, Fossil Brand, Westin Hotels and Mary Kay.
Credit Union Resources commissioned Filene to predict the future of credit unions in the next 10 years. This joint paper will help you on your path to future success.
Credit unions are not alone in wondering what’s around the corner. Some issues are unique to credit unions, but many are shared in broader financial services, the economy at large, technology, and consumer behavior. Filene interviewed experts, surveyed credit unions, and scoured networks for the best predictions for the next 10 years.
Mark turns big research questions into relevant key findings and big ideas into products for a changing world as one of North America's top cooperative finance thinkers. His critical thinking shows through in his approaches to innovation and research on consumer behavior.
As CEO of Filene, he leads a team of brilliant thinkers, who deliver research and innovation to inspire people to understand the opportunities for cooperative finance to transform communities and lives.
An internationally recognized consumer finance expert published in dozens of publications, Mark has lectured to audiences up to 4,000 in locations across, Asia, Australia, Europe, North Africa, and North America. He has advised the US Department of the Treasury and lectured in a variety of academic settings, including Harvard Business School.
Mark is an attorney licensed to practice law in Colorado and Arizona, formerly of the firm of Montgomery, Little & McGrew. He also held executive posts with Arizona State Credit Union and CUNA Mutual Group. He served on the board of directors for Summit Credit Union, the largest credit union in Wisconsin, for ten years.
Mark’s passions include his wife and best friend, Alicia, two terrific teenage daughters, an animated son, and Argus, his clever Great Dane, who likes to counter surf. For play, Mark enjoys people, kayaking, yoga, fun, and learning anything new.
"The greatest mistake that we can make, however, is to assume that principles which once were true remain true forever." - Edward A. Filene, December 9, 1936
Don't miss your opportunity to visit over 90 exhibitors as they showcase the latest products and solutions that will provide the answers to your credit union's challenges, all in one location!
Oak Tree Country Club
Deadline to register is Tuesday, March 18.
Putting Fore a Purpose: Support our industry's charity of choice, The Children's Miracle Network, at this fun outing. Oak Tree Country Club was meticulously designed by legendary golf course architect Pete Dye, the 36 holes wind gently through the Oklahoma landscape, preserving the character of the land while offering a challenge around every bend. For more than 30 years, this private club has enjoyed its well-earned reputation as one of the best golf and country clubs in the state of Oklahoma. If you are looking for serenity and beauty, you will find it in the rolling hills and shimmering lakes of Oak Tree.
4 Person Scramble with Shotgun Start (teams assigned closer to date of event)
$175 per golfer/afternoon shotgun
Fee includes: green and cart fees, range balls, and lunch.
Cancellation Policy: refunds will be available provided you arrange for a replacement player.
Registration deadline is Tuesday, March 18.
Contact Janine McBee at 469-385-6634 or email email@example.com.