Members in Motion

April 8 - 10, 2015

Hilton Austin

Austin, Texas

In organizations, as in life, we are always strategizing the next move forward. The trick is in knowing which way is forward.

Join us for this year's Annual Meeting where our theme is "Members in Motion." Through our actions, we feel like we're advancing, gathering and maintaining momentum for the future, and serving our members to the best of our ability. But how can we be sure we're not going in circles? That's where continuing education, learning from the pros, teaching our staffs, networking with colleagues, and sharing successful best practices can help guide us in the right direction, ever forward.


Early Bird

Sept. 6 - Jan. 9

Individual: $245

Group: $225

Spouse/Guest: $225

Party: $85

Guest Program: $85

Golf: $175


Jan. 10 - Mar. 10

Individual: $345

Group: $325

Spouse/Guest: $225

Party: $85

Guest Program: $85

Golf: $175


Mar. 11 - Apr. 1

Individual: $445

Group: $425

Spouse/Guest: $225

Party: $125

Guest Program: $125

Golf: $175

Credit unions with assets of $10 million or less as of 12/31/2014 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 22 educational sessions to choose from, continental breakfast three mornings, various refreshment breaks, dedicated time in the expo hall with valuable vendors, logo tote bag, chance to win a cash prize at the end of the closing general session (you must be present to win).

Guest Fee includes: all general sessions featuring sought-after speakers, breakfast three mornings, various refreshment breaks, logo tote bag, 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 10, 2015. No refunds will be granted after March 10.

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 Staci Zale, Foundation Grant Manager, at 800-953-8283 for more information.


Hilton Austin

500 East 4th Street
Austin, Texas 78701
Phone: 800-236-1592

Room Rate
on or before Mar. 17

$208 (single/double)

When calling to make a reservation, indicate you are with the Cornerstone League Annual Meeting to receive the special rate.


Tuesday, April 7

11:30 a.m.

Golfers Lunch
Putting fore a Purpose Golf Tournament
Benefiting Children's Miracle Network

1:30 p.m.

Shotgun Start

3:00 p.m. - 6:30 p.m.

Annual Meeting Registration
Exhibitor Registration

Wednesday, April 8

7:30 a.m. - 5:30 p.m.

Annual Meeting & Expo Registration

8:30 a.m. - 9:00 a.m.

Continental Breakfast

9:00 a.m. - 9:30 a.m.

First Time Attendee Orientation & Continental Breakfast

9:30 a.m. - 11:30 a.m.

Welcome & Opening Session
Making the Most of Difficult Situations: Changing Markets, Changing Times
Featured Speaker: Garrison Wynn

11:30 a.m. - 12:45 p.m.

Lunch on your own

1:00 p.m. - 2:15 p.m.

Concurrent Sessions I
1. Five Essentials to Stay Ahead
Joel Abramson, Complete Data Products, Inc.

2. What is "Kindling" Your Credit Union? Change Your Strategy, Change Your Results
Jim Mathis, The Mathis Group

3. IT Security and Social Engineering
Chris Roach & Raja Paranjothi, CBIZ MHM LLC

4. Integrated Branding: The Devil is in the Details
Bryn Vaupel, BC Consulting

5. TBD
Paula Upchurch, Cornerstone Credit Union League

6. Exciting Trends in Auto Purchasing
Steve Hoke, CUNA Mutual Group

7. TBD

2:15 p.m. - 2:30 p.m.

Networking Refreshment Break

2:30 p.m. - 3:30 p.m.

Annual Business Meeting

3:45 p.m. - 5:00 p.m.

Concurrent Sessions II
8. Death of the Physical Branch
Joel Abramson, Complete Data Products, Inc.

9. Reinventing Your Management Style: Managing People to Succeed
Jim Mathis, The Mathis Group

10. IT Regulatory Environment: Cybersecurity Expectations
James Harris, Compliance Advisory Services, LLC

11. Master the Metrics: Demonstrate How Marketing Drives Top Line Growth
Bryn Vaupel, BC Consulting

12. Do You Speak Millennial?
Nicki Lemmon, LemmonTree Marketing Group

13. Making Better, Faster Lending Decisions
Michael Cochrum, CU Direct

14. TBD

Thursday, April 9

7:30 a.m. - 3:00 p.m.

Annual Meeting Registration

8:00 a.m. - 8:30 a.m.

Continental Breakfast

8:30 a.m. - 5:00 p.m.

Guest Program - separate registration required (lunch and tours included)

8:30 a.m. - 10:00 a.m.

Advocacy Recognition & Speaker
Protect Your Capital at the Capitol
Featured Speaker: Jeff Rendel

10:00 a.m. - 11:45 a.m.


11:45 a.m. - 1:00 p.m.

Lunch on your own

12:00 p.m. - 2:00 p.m.

Board Organizational Meeting & Lunch

1:15 p.m. - 2:30 p.m.

Concurrent Sessions III
15. Service is the New Sales - Member Experience Strategies that Deepen Relationships, Fuel Profits, and Increase Lifetime Value
Jeff Rendel, Rising Above Enterprises

16. Best Practices for Board/CEO Relationships
Jim Kasch, Darden Employees FCU

17. TBD
18. Small Credit Union Forum
19. Generating Revenue While Having Your Members Value Your Brand
Nicki Lemmon, LemmonTree Marketing Group

20. The Loan Department Design that Produces More Loans with Fewer Employees
Brett Christensen, CU Lending Advice

21. TBD

2:30 p.m. - 2:45 p.m.

Networking Refreshment Break in EXPO Hall

2:30 p.m. - 5:30 p.m.


4:30 p.m. - 5:30 p.m.

EXPO Reception

6:30 p.m. - 9:30 p.m.

Recognition Dinner & Party
Sponsored by:
Credit Union Resources
CUNA Mutual Group

Friday, April 10

8:00 a.m. - 8:30 a.m.

Continental Breakfast

8:30 a.m. - 9:45 a.m.

Concurrent Sessions IV
22. Staying One Step Ahead of the Fraudsters
Caroline Williard, CO-OP Financial Services

23. The Five Most Important Roles of the Credit Union Director
Jim Kasch, Darden Employees FCU

24. Ten Keys to Effective Business Continuity Planning
Bob Mellinger, Attainium Corp

25. TBD
Daren Martin

26. Variable Pay Programs that Work
Brett Christensen, CU Lending Advice

27. TBD

9:45 a.m. - 10:00 a.m.

Networking Refreshment Break

10:00 a.m. - 11:30 a.m.

Closing General Session
Power of Relationships
JB Bernstein, creator of Million Dollar Arm
CASH Drawing

Guest Program

Cavern Tour, Lunch and Shopping

Natural Bridge Caverns

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.

The Gristmill

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.


Keynote Speakers

Garrison Wynn

Garrison Wynn

View Bio

Making the Most of Difficult Situations: Changing Markets, Changing Times

This funny, insightful sales management keynote combines relationship building with no-fluff motivation and change to deliver real solutions in uncertain times. This keynote covers a lot of ground and provides no-cost, easily implemented, proven solutions that your people can use right away. As the environment of credit unions continues to change, this opening session speaker will start Annual Meeting off right.

Garrison Wynn

Garrison Wynn

View Sessions

Garrison Wynn, CSP

Garrison helps people make the jump from being great at what they do to developing the qualities it takes to be consistently chosen for the job. He gets them to understand why their products, services, or leadership styles—or those of their competitors—are selected. As he says, “If the world agreed on what’s best, everybody would choose the best and nothing else would be considered. Decision making doesn’t work that way.” His presentations help people become more influential regardless of circumstances.

Garrison has presented to some of the world's most effective leaders and business developers, from multibillion-dollar manufacturers and national associations to top New York Stock Exchange wire houses. He has a background in manufacturing, telecomm, and financial services and toured as a professional stand-up comedian. In his teens, Garrison worked with Magnavox and baseball legend Hank Aaron to promote the world's first video gaming system, and by age 27 he became the youngest department head in a Fortune 500 company's history. He researched and designed processes for 38 locations nationwide and developed and marketed products still being sold in 30 countries. He is the author of the bestseller The REAL Truth About Success, has contributed weekly to The Washington Post, and has coauthored with Stephen Covey. His award-winning success tools receive high praise, but his greatest strength is a magnetic live performance that keeps him in high demand, with more than 600 inquiries and 100 speaking dates per year.

Garrison Wynn

Garrison Wynn

Jeff Rendel

Jeff Rendel

View Bio

Protect Your Capital at the Capitol – The Corporate Leader's Role in Building Political Influence

With the future of your business in the hands of elected and appointed leaders – corporate directors, executives, and managers have a duty to develop, nurture and uphold political relationships and influence. This particular undertaking for leading companies is not about election year politicking and favor-seeking. It is about ensuring that your corporate involvement is a standard feature in your state's and our nation's capital. The credit unions that play a part in the legislative and regulatory process the most hold the largest role in influencing business policy.

While lobbyists serve a vital purpose, legislators listen attentively to local business owners and managers who can make clear the effect a given law may place upon their business. You, the local executive, have influence with your lawmakers that greatly supports and strengthens the work of your industry's lobbyists. Your individual participation advances and defends your commercial wellbeing. Your involvement in lawmakers' understanding of your business is no longer an option – It's a responsibility.

Jeff Rendel

Jeff Rendel

View Session

Jeff Rendel, Rising Above Enterprises

As President of Rising Above Enterprises, Jeff works with financial services providers that want elite results in leadership, sales, and strategy. His company researches, synthesizes, and articulates indispensable achievement elements to help corporations profit – financially and inside their corporate culture – in their pursuit to fulfill their missions and strategic endeavors.

As a federal regulator with the Office of the Comptroller of the Currency, Jeff examined a wide array of the nation’s banks. In this capacity, Jeff worked with all levels of senior management assisting them in developing sound operations, expanded business development, and impressive financial performance.

As a financial services executive, he oversaw the strategic operations of one of California’s leading community banks. There, he directed corporate and branch initiatives and helped guide the bank to record growth, increasing regional market share, and outstanding financial results.

A fresh opportunity earned him a chief Congressional lobbyist position, representing financial institutions on the West Coast. With an eye for innovation, Jeff struck to fashion an original style of advocacy – one based on friendship, trust, and respect. It worked.

He continues to work with Members of the House of Representatives and Senate helping them understand the business implications that legislation has upon the financial services industry. Many Members of Congress regard him as their point of first contact when issues regarding financial institutions arise.

Jeff Rendel

Jeff Rendel

JB Bernstein

JB Bernstein

View Bio

Power of Relationships

JB’s session will invigorate attendees and motivate them to recognize new opportunities, reach for greater achievements, and move from ordinary to extraordinary through the power of relationships. His presentation will take audiences on a memorable journey into the business side of sports and show you how this translates to success with “Members in Motion.” And don’t miss JB’s exciting personal story about overcoming obstacles—the basis for the movie The Million Dollar Arm, which has been inspiring audiences since its release.

JB Bernstein

JB Bernstein

View Session

JB Bernstein, The Million Dollar Arm

As a 25+ year veteran of the consumer goods and sports marketing industries, J.B. Bernstein knows what it takes to receive positive results. As the CMO of Seven Figures Management, a sports marketing and athlete representation firm, Bernstein was the mastermind behind The Million Dollar Arm contest. This revolutionary reality TV show and talent search for baseball players in India yielded the first two Indian-born men to ever sign pro sports contracts in the United States, both signing with the Pittsburgh Pirates. Bernstein’s story is now the subject of the Disney motion picture, Million Dollar Arm, where he is portrayed actor Jon Hamm, of Mad Men fame.

Bernstein is the co-founder and president of the Access Group of Miami, and has represented some of the greatest athletes of all time including Barry Bonds, Barry Sanders, Emmitt Smith, and Curtis Martin. Bernstein was responsible for creating ground breaking programs Like Smith’s “Run with History” which is now the standard deal in NFL milestone marketing. He also orchestrated Barry Bonds’ departure from MLBPA group licensing, making him the first baseball player to successfully operate outside of their auspices.

Bernstein’s services were retained by MLS from 1995 – 97 to act as their head of licensing and to create the league’s and the players’ entire merchandise program. He secured over 50 partners and reached levels of licensed goods sales in 1997 of nearly $50 million.

Bernstein got his start in sports during the formation of The Upper Deck Company and as the director of Development for the memorabilia division, he developed over 250 products and is widely known as one of the godfathers of milestone marketing for his work on Wayne Gretzky’s 802nd goal program and Dan Marino’s all time TD record.

Bernstein started his career in brand management at P&G and as an account executive at Grey Advertising.

Bernstein received his bachelor's degree in political economics from the University of Massachusetts Amherst, and then went on to achieve his MBA from The London School of Economics. Out of his personal interest, Bernstein has separately achieved a Ph.D. in Physics from the University of Southern California and is currently pursuing his 2nd Ph.D. in a related field.

Bernstein lives in Las Vegas with his wife and daughter. He spends any free time he gets keeping up on developments in the field of Physics/Cosmology, and is an avid science reader.

JB Bernstein

JB Bernstein


Thursday, April 9

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!

Information for Exhibitors

For information on exhibiting, please contact Janine McBee at or 469-385-6634.


Tuesday, April 7

Crenshaw Cliffside Course at the Barton Creek Resort & Spa

Deadline to register is Tuesday, March 10.

All proceeds after expenses will benefit
Children's Miracle Network

Putting Fore a Purpose

Golf Tournament - Tuesday, April 7

Golf is back! Putting Fore a Purpose: Support our industry's charity of choice, The Children's Miracle Network, at this fun outing. The natural beauty of the Texas Hill Country is the focus of the Crenshaw Cliffside course located at the Barton Creek Resort & Spa in Austin where you will network with other credit union professionals and scramble to gain high score.


11:30 a.m.

Boxed Lunch

12:30 p.m.


1:30 p.m.

Shotgun Start


4 Person Scramble with Shotgun Start (teams assigned closer to date of event)


$175 per golfer

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 10.


Interested in sponsorship?

Contact Tamra Fairbrother at 469-385-6632 or email