Bridging to the Future

This year's Leadership Conference & Expo will feature a series of high-level strategic presentations from notable experts and experienced speakers, focused on what you need to do to prepare yourself and your credit union for the future.

"Be brave enough to travel the unknown path, and learn what you are capable of." - Rachel Wolchin

Fees

Early Bird Rate

on or before July 28

  • Individual
    $759

  • Group (3+)*
    $699

  • Spouse/Guest
    $200

Regular Rate

after July 28

  • Individual
    $959

  • Group (3+)*
    $899

  • Spouse/Guest
    $200

*Groups must be registered at the same time.

Credit unions with assets of $10 million or less as of 12/31/2016 qualify for a free registration.

Registration Fee includes: General sessions featuring sought-after speakers, more than 20 educational sessions to choose from, Expo & Welcome Reception, three continental breakfasts and all refreshment breaks, and a chance to win a cash prize at the end of the closing general session (you must be present to win).

Guest Fee includes: Expo & Welcome Reception, four general sessions, three continental breakfasts and all refreshment breaks. Our reduced guest fee is limited to one guest per paid registrant. The guest fee is limited to spouses, significant others, and children over 18 years of age. This reduced fee is not for co-workers or credit union staff.

Cancellation Policy: Refunds will be granted less a $200 processing fee for cancellations received on or before July 28, 2017. No refunds will be granted after July 28, 2017. There are no refunds for guest fees. Substitutions are always welcome.

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 469-385-6483 for more information.


Location

San Antonio Marriott Rivercenter

101 Bowie Street
San Antonio, TX 78205
Phone: 210-223-1000
Reservation Line: 877-622-3056

Room Rate

$209 (single/double)
Room Rate Deadline: Friday, August 4

Group Code: Cornerstone League Conference


Schedule

Wednesday, September 6, 2017

9:30 a.m.

Golf Registration

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

T3 - Roundtables

2:00 p.m. - 5:30 p.m.

Leadership Conference & Expo Registration


Thursday, September 7, 2017

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

Leadership Conference & Expo Registration

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

Continental Breakfast

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

Welcome Address
Opening General Session

Think Bigger. Win More!
Dawnna St. Louis, E-Suite Network

10:00 a.m. - 12:00 p.m.

Expo

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

Refreshment Break in Expo Hall

12:00 p.m. - 1:15 p.m.

Lunch on Your Own

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

General Session

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

Expo

2:30 p.m. - 3:00 p.m.

Refreshment Break in Expo Hall

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

Expo Reception
Sponsored by Credit Union Resources, Inc


Friday, September 8, 2017

8:00 a.m. - 3:00 p.m.

Conference Registration

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

Continental Breakfast

9:00 a.m. - 10:30 a.m.

General Session & Awards Presentation
Leadership for Every Generation
Phil Gwoke, BridgeWorks

10:30 a.m. - 10:45 a.m.

Refreshment Break

10:45 a.m. - 12:00 p.m.

Concurrent Sessions I
(5 breakouts and 1 vendor presentation)
1. Omni-Channel Banking: Is the Branch Dead? Or is it the Future?
John Hyche, Level5, LLC
2. Onboarding New Members - Director Duties & Responsibilities
Mike Blalack, Esq., Blalack & Williams, PC
3. Collections
Brett Christensen, CU Lending Advice, LLC
4. Big Data and Its Impact in Today's Credit Unions
Jim Tresenriter, Deltech Solutions, Inc., a Certified Microsoft Business Partner
5. Who Are You BECOMING as a Leader? Building Your Own Leadership Development Plan
Jonathan Fanning, Jonathan Fanning Consulting
6. TBD
Sponsored by American Share Insurance   Excess Share Insurance

12:00 p.m. - 1:30 p.m.

Lunch on Your Own

1:30 p.m. - 2:45 p.m.

Concurrent Sessions II
(5 breakouts and 1 vendor presentation)
7. Creative Leadership... Innovative Culture
Jonathan Fanning, Jonathan Fanning Consulting
8. Lending Incentive Programs That Work
Brett Christensen, CU Lending Advice, LLC
9. Panel: Lions and Tigers and Bears, Oh My! What's a Credit Union To Do?
Facilitated by: Dean Borland, Credit Union Resources, Inc.
10. Security in Uncertain Times: Keeping the Vault Safe
Jim Tresenriter, Deltech Solutions, Inc., a Certified Microsoft Business Partner
11. How to Digitally Engage Your Members
Kirk Drake, Ongoing Operations, LLC
12. TBD

2:45 p.m. - 3:00 p.m.

Refreshment Break

3:00 p.m. - 4:15 p.m.

Concurrent Sessions III
(5 breakouts and 1 vendor presentation)
13. Marketing Toolkit
Panel
Sponsored by Marketing & Business Development Council
14. Seeing the World Through Your Member's Eyes
Eric Gagliano, MarketMatch
15. TBD
Sponsored by CUNA Mutual Group
16. Interest Rate Risk
Jeff Vorhees, CMA, CTP, Catalyst Strategic Solutions
Sponsored by Catalyst Corporate FCU
17. Elemental Crisis Communications
Brian Murnahan, Murnahan Public Relations
18. TBD


Saturday, September 9, 2017

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

Continental Breakfast

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

Concurrent Sessions IV
(4 breakouts)
19. Millennial Membership Growth Begins By Delivering a WOW! User Experience Right Out of the Gate
Todd Romer, Young Money Media
20. Mentoring New Board Members - Magic in the Making
Facilitator: Stacey Walker, CUDE, XCEL FCU
21. The Peer-to-Peer Landscape
Alan Bahr, SimplyCredit, Inc.
22. ACA Watch: Where Do We Go From Here?
Erica Cordova, JD, OneDigital
Sponsored by OneDigital

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

Concurrent Sessions V
(4 breakouts)
23. Innovation Spotlight - CU Opportunity in Healthcare
Nate Gillen, CUDE, WEOKIE Credit Union
24. Disaster Planning/Preparedness
Millicent Mayaka, SCMS, CUCE, InTouch Credit Union
25. Marketing Loans to Grow Business
Eric Gagliano, MarketMatch
26. Military Lending Act (MLA) Update
Nate Behncke, Cornerstone Credit Union League

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

Refreshment Break

11:00 a.m. - 12:00 p.m.

Closing General Session
Getting the Most Out of Yourself and Those Around You
Brad Montgomery, Brad Montgomery Productions, Inc.
Prize Drawing & Session Sponsored by Credit Union Resources, Inc


Positive Tomorrows

The Cornerstone Young Professionals are happy to partner with Positive Tomorrows as part of their corporate social responsibility (CSR) for the 2017 Cornerstone YP Conference.

As Oklahoma's only elementary school specifically for homeless children, we give kids stability and a quality education while their parents get the support they need to create a better life. For over 25 years, we have filled our scrapbooks with countless success stories, but the need continues. Together we can break the cycle of homelessness and poverty.

Removing Barriers
We’re committed to clearing a path for our students by removing the hurdles they face in developing academically and socially.

Family Support
Our determination to break the cycle of poverty isn’t just limited to the education we provide. We know that a stable and secure family life will help our students stay on course academically. To foster that stability, we have programs in place to help families find shelter, food, and clothing.

Education
We provide the best possible education through the execution of three measures: testing, individual attention, and customized learning plans.

Extracurricular Opportunities
Our day doesn’t end once classroom instruction is over. We keep students at school for a daily after-school program and during school breaks for day camps.

The Cornerstone YP Advisors are very excited to have the opportunity to help Positive Tomorrows. As a conference attendee, you are encouraged to get involved and contribute by donating items from the list. Check back here for a complete list of the items being collected at the conference.

Learn more at www.positivetomorrows.org.

Speakers

Keynote Speakers

Dawnna St. Louis

Dawnna St. Louis

View Bio

Opening General Session: Think Bigger. Win More!

To be a winner you have to believe you are a winner. Think like one. And take the type of consistent action that only real winners dare to take. And yet most of society fail at this fundamental success principle. This recipe for success propelled Dawnna from homeless teenager to founder/COO of a $250M tech consultancy. Imagine what it will do for you.

In this mindset-bending rollercoaster ride, you uncover the secrets that winners use to propel their success and dominate their market.

Strap in, hold on, and discover:

  • How to think EXPONENTIALLY rather than incrementally
  • 3 actions the 1% do every day to win everyday
  • 5 ways to conquer a pitfall
  • How to stay self-motivated when your trophy case is full
  • Why the best advice everyone is giving you should be ignored
Dawnna St. Louis

Dawnna St. Louis

View Session

Dawnna St. Louis, E-Suite Network

What can a homeless teenager turned founder/COO of a $250M tech consultancy tell you about business growth? Quite a bit.

Dawnna St. Louis is a 5x author and founder/CEO of E-Suite Network, a business consultancy dedicated to their client’s exponential business growth that dominates the market and crushes the competition.

Dawnna St. Louis

Dawnna St. Louis

Phil Gwoke

Phil Gwoke

View Bio

General Session: Leadership for Every Generation

Leadership today is more complicated than ever before. It is no longer necessarily determined by one’s position on an organization chart or skills and experience on a resume. With roles constantly changing, being a leader can simply mean being reliable and responsible, regardless of age or rung on the corporate ladder. From attitudes about loyalty to staying on the cutting edge, each generation brings unique leadership traits to work. While some try to figure out which generation’s way of leading is best, in reality no generation is better or worse; they’re just different. Phil helps you identify the obstacles and opportunities for leadership within each generation and understand the potential impact everyone can make as a leader.

Phil Gwoke

Phil Gwoke

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Phil Gwoke, BridgeWorks

Phil Gwoke’s life mission is to help people excel and bring out the best in every generation. He is a passionate generational expert that is skilled in developing strategies to im¬prove inter-generational communication and collaboration. As an internationally recognized speaker, Phil has presented in 20 different states to over 100,000 people. Before becoming a speaker he pursued his passion to help people be their best selves as a high school teacher, college admissions professional, marketing coordinator, corporate trainer and even small business owner. He has maintained strong ties to his local community as a mentor and consul¬tant to young entrepreneurs, and brings his diverse background and skill-set to the BridgeWorks team.

Phil is one of BridgeWorks’ resident Gen Xers, and brings his unique humor, experiences, research and generational expertise to every keynote, workshop and training session he delivers. He is a firm believer that with the proper motivation, training and support system, members of any generation can become capable of remarkable accom¬plishments. With his down-to-earth, relatable style and dedication to presenting research in a digestible, entertaining way, Phil has become a fast favorite with audiences around the country.

BridgeWorks has been dedicated solely to the study of generational differences since its inception in 1998 and is the company that wrote the best-selling books When Generations Collide: Who They Are. Why They Clash. How to Solve the Generational Puzzle at Work (2003, HarperCollins) and The M-Factor: How the Millennial Generation is Rocking the Workplace (2010, HarperBusiness). BridgeWorks has worked with clients varying from the AARP to MTV and over 30 Fortune 100 companies in between.

Long before becoming a BridgeWorks Gen Expert, Phil owned and ran a coffee shop in Minneapolis. He’s the proud father of a recently graduated Gen Edger, and is adjusting to life as an empty-nest Gen Xer.

Phil Gwoke

Phil Gwoke

Brad Montgomery

Brad Montgomery

View Bio

Closing General Session: Embrace Your Awesomeness: Getting the Most Out of Yourself and Those Around You

Brad Montgomery believes that the key to business success are the people involved.

Brad reminds you just how significant you are to the people you care about most, to the other people at this meeting, and your credit union. You have the ability to make much more of a profound positive influence than you sometimes believe. You can be a fantastic force in leadership, change, and enthusiasm for awesomeness. You are meaningful.

Prepare to be inspired in a way that will make you WANT to embrace and tackle difficult problems, difficult changes, and (sometimes difficult people.)

Best of all, Brad shows you how being a positive force to those people around you is both fantastic for business success and a ton of fun. Yes, fun.

Brad Montgomery

Brad Montgomery

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Brad Montgomery, Brad Montgomery Productions, Inc.

Brad Montgomery teaches people to use meaningfulness & engagement to boost productivity, creativity, innovation & profits. He turns typical meetings into transformational events using humor & story. Oh, and he’s pretty funny.

Brad has transformed audiences in all 50 states and on four continents. His clients include Microsoft, Verizon, The FBI (yes, that FBI) the CIA (yes, that CIA) and the IRS (where he withheld 30% of his best strategies.)

Brad specializes in using humor, interactivity, sound, music and visuals to ignite audiences so that they can get more out of themselves and those people around them to improve their lives and their jobs. Audiences and meeting planners describe Brad as “authentic.” He’s a real guy on stage and off. Thinking of a canned & over-polished motivational speaker? Brad is the polar opposite.

Other speakers TALK about engagement. But Brad SHOWS audiences how to harness the power of their own AWESOMENESS in hands-on, experiences that they’ll remember and implement. It’s the difference between a “speech” and an "event."

Brad graduated from Brown University, and has earned his Certified Speaking Professional designation, which is the highest earned award from the National Speakers Association. (Fewer than 7% of speakers worldwide have earned the CSP.) He was inducted to the CPAE Speakers Hall of Fame, which is a big deal. Like an Oscar, but without the movie stars.

Brad joined John Gray (of Mars/Venus fame) and Mark Victor Hansen (of Chicken Soup renown) to write Mission Possible. He has also produced and published Humor Me: America’s Funniest Humorists on the Power of Laughter, as well as Humor Us: America’s Funniest Humorists on the Power of Laughter.

Brad lives in Centennial, Colorado with his wife and three kids. Although he is proud of his many awards and national credits, he’s convinced that his best feats so far are his kids.

Brad Montgomery

Brad Montgomery

Breakout Speakers

Alan Bahr

Alan Bahr

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The Peer-to-Peer Landscape

A small number of online lenders with less than 30 years of collective history are originating more consumer loans than all credit unions combined. Some aspects of their strategies-the use of web and mobile technology and simplified user experiences--are obvious. What is less obvious is the analytics and compelling content they often use to drive website traffic.

During this session, Alan covers:

  • The online lending business model
  • Tactics used by fintech companies
  • Signs of disruption
  • Credit union options
Alan Bahr

Alan Bahr

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Alan Bahr, SimplyCredit, Inc.

Alan Bahr is SVP of Business Development at SimplyCredit. Alan has over 15 years of capital markets experience, primarily with Bain Capital and Lehman Brothers, where he structured financial transactions, including mortgage securitizations, and provided consultative services that resulted in hundreds of millions of dollars in increased client revenue. For the past decade he led cross-functional teams at CUNA Mutual Group to develop new lending products and services for credit unions. Alan has a MBA from Brigham Young University with an emphasis in finance.

Alan Bahr

Alan Bahr

Nathan Behncke

Nathan Behncke

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Military Lending Act (MLA) Update

Session description coming soon.

Nathan Behncke

Nathan Behncke

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Nathan Behncke, Cornerstone Credit Union League

Nathan Behncke joined Cornerstone in 2013 as an advisor on legislative, regulatory, and compliance issues. Nathan also assists credit unions in understanding complex legal and regulatory compliance issues through Cornerstone’s Information Central. Information Central offers a hotline for all credit union staff, a compliance newsletter, website, online compliance manual, training and more. Prior to joining Cornerstone, Nathan worked in the U.S. Bankruptcy Court, Northwestern Mutual, and several years in collections and auditing for Mercedes-Benz. Nathan has a Bachelor of Science degree in Criminology from Kansas State University, is a graduate of the University of Kansas-School of Law with a focus on Business Law, and is CUNA BSACS and CUCE certified.

Nathan Behncke

Nathan Behncke

Mike Blalack

Mike Blalack

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Onboarding New Board Members – Director Duties & Responsibilities

Session description coming soon.

Mike Blalack

Mike Blalack

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Mike Blalack, Esq., Blalack & Williams, PC

Mike Blalack is a founding shareholder and principal of Blalack & Williams. Since 1975, Mr. Blalack has focused exclusively on the representation of state and federal credit unions, concentrating in the following areas:

  • Lending and deposit account system development
  • Consumer credit and collection issues
  • Collections litigation
  • Truth in lending
  • Secured transactions
  • Bank deposits and collections

Mike Blalack was instrumental in the development of many of the earliest open-end credit products in the industry. He is a frequent lecturer for state credit union leagues, trade associations, credit union chapters and individual financial institutions. He also provides frequent counsel to financial institutions on matters affecting directors' and officers' duties and responsibilities.

Mike Blalack

Mike Blalack

Dean Borland

Facilitator: Dean Borland

View Bio

Panel: "Lions and Tigers and Bears, Oh My!" What’s a Credit Union To Do?

"No credit, no problem." Near-prime / non-prime / sub-prime / second-chance lending. Algorithmic underwriting. Automated decisioning. Online / mobile applications, underwriting, and closing. Automobile purchasing portals. Peer-to-peer lending, income share funding and crowd funding. "Lions and tigers and bears, Oh My!" What’s a credit union to do? Join a panel of credit union industry experts in a discussion of current and future lending trends.

Dean Borland

Dean Borland

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Dean Borland, Credit Union Resources, Inc.

Dean Borland is a 30+ year credit union professional with a background in operations, strategic planning, total quality management, service, sales, and marketing. Dean is an Award of Excellence graduate of Southwest CUNA Management School, a member of the SCMS faculty, and a credit union Development Educator.

In his current role at Credit Union Resources, Dean works with credit unions and suppliers to identify product and service opportunities help credit unions achieve their goals, and provides credit union training and strategic planning facilitation through OnBalance.

Dean Borland

Dean Borland

Brett Christensen

Brett Christensen

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Collections

Having a strong collections operation is critical for your credit union to achieve financial success and lending success. A strong collections department allows you to take on more risk in lending and that means you can approve more loans for members. In this session you will learn:

  • The three types of delinquencies.
  • The three keys to successful collections.
  • Underwriting mistakes that lead to excessive loan losses.
  • Common mistakes made in collections.
  • Management tips for running a better collections department.
  • Sample variable pay plans for collectors.

Lending Incentive Programs That Work

Designing successful variable pay plans for credit unions is one-part science and an equal part art. Nearly all of the top-performing lending credit unions in the country utilize pay for performance and incentive programs to motivate their staff. The challenge comes in designing incentive programs that are simple, effective and fair.

In this session, Brett addresses:

  • Should all employees be rewarded for reaching certain financial targets?
  • Which employees should have a variable pay plan?
  • Should you utilize group or individual incentive programs?
  • How to prevent a large additional payroll expense without achieving the needed financial result.
  • Suggested incentive structure for senior management, middle management and front-line staff.
  • How to end the whining about aggressive variable pay plans in the loan department.
Brett Christensen

Brett Christensen

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Brett Christensen, CU Lending Advice, LLC

Brett is the owner of CU Lending Advice, LLC. As such, he works directly with credit unions in the U.S and Canada teaching and consulting on various lending topics to professionals that work in the credit union industry.

His personal and entertaining speaking style have also made him a popular and sought out speaker in the credit union industry. Prior to forming his own company, Brett’s lending experience includes having worked four years as a lending consultant and trainer for Lending Solutions Consulting, Inc. (Elgin, IL); serving as the Chief Sales Officer of APPRO Systems, Inc. which purchased the Loan Link Lending Center which Brett managed as the President for three years; and working five years at the $680 million Clark County Credit Union in Las Vegas, Nevada.

Brett also served as a civil engineering officer in the United States Air Force.

Brett Christensen

Brett Christensen

Erica Cordova

Erica Cordova

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ACA Watch: Where Do We Go From Here?

Sponsored by OneDigital

In light of the House choosing not to vote on the AHCA which would repeal and replace the ACA, the question is – where do we go from here? Although the House pulled the bill after failing to find enough votes to pass it, the fact of the matter is that action is needed to stabilize the market and make modifications necessary to deliver sustainable programs to the American people.

Erica Cordova

Erica Cordova

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Erica Cordova, JD, OneDigital

Erica has experience practicing employee benefits law and employment law, serving clients with a variety of employment-related issues, including health and welfare employee benefits, employment discrimination and harassment, employment contracts, and employer communications. She is also experienced with federal employee benefits laws.

Erica works with individual employees and insurance brokers, and advises clients, non-profit organizations and governmental entities of all sizes regarding legal compliance issues. Additionally, she regularly speaks at various local and national industry conferences and seminars on current and emerging employee benefits issues.

Erica Cordova

Erica Cordova

Kirk Drake

Kirk Drake

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How to Digitally Engage Your Members

Credit Unions are under unprecedented attack from all angles. 1,000’s of fintechs are collectively hurting the bottom line. Regulators are slowing the industry down. CU2.0 covers 10+ key technology and strategies that will help your CU begin the process of digitally engaging your members and building fierce loyalty.

Join Kirk as he shares:

  • Fintech's impact on credit unions
  • Regulatory impact on credit unions
  • CU2.0 strategies
  • Successful credit unions pioneering digital engagement
  • Vision for credit union of tomorrow
Kirk Drake

Kirk Drake

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Kirk Drake, Ongoing Operations, LLC

Speaker bio coming soon.

Kirk Drake

Kirk Drake

Jonathan Fanning

Jonathan Fanning

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Creative Leadership... Innovative Culture

Jonathan delivered this as a TED Talk and won best speaker of the conference. The “innovator’s equation” is a game-changer for most attendees.

  • Learn the 5 pillars for building an innovative culture from some of history's most creative leaders.
  • Enhance the creative capacity of your organization. Practice new tools on your real challenges.
  • Engaging and memorable leadership challenges/exercises.
  • Learn practical tools and strategies for taking your personal creativity to the next level.
  • Consistently ask better and bigger questions, as leaders and as an organization.
  • Apply best practices from some of today's best and most creative organizations into your world.

Who Are You BECOMING as a Leader? Building Your Own Leadership Development Plan

Session description coming soon.

Jonathan Fanning

Jonathan Fanning

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Jonathan Fanning, Jonathan Fanning Consulting

Jonathan helps organizations and individuals reach their full potential, providing practical application steps to help your team challenge the status quo! Through keynote speaking, training workshops, coaching, and consulting, Jonathan works to create excellence within companies, teams and organizations that are not willing to settle for "good enough." Becoming a leader with character, passion, and purpose is at the core of Fanning’s message, programs, businesses, and life. It took several "frying pan" moments, including a traumatic car accident in the middle of Fanning’s rapid rise as a management consultant to Fortune 500 companies, to trigger a quest for a deeper sense of purpose, meaning, and significance. "Who are you BECOMING?" became central to Jonathan’s life, businesses, and speaking. With over a decade of experience coaching leaders, from Fortune 500 executives to sole proprietors, Jonathan has developed expertise in the principles, practices, and challenges of creating and pursuing a worthwhile vision!

Jonathan Fanning

Jonathan Fanning

Eric Gagliano

Eric Gagliano

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Marketing Loans to Grow Business

It was a preposterous question: “Can we drive $100 million in new loans in one year?” The answer was a resounding, "YES!"

Eric shares from real-life credit union examples:

  • Discussing setting goals
  • Learning to "declare your intentions"
  • Discussing the merits of indirect lending
  • Illustrating how loans effect checking growth
  • Defining your member on boarding plan
  • Showing the real-world results from a $300 million credit union in the mid-west

Seeing the World through Your Member’s Eyes

Perception is reality. This session demonstrates how to view your financial institution through your credit union member’s eyes. How is your branch experience? Do members understand what you are saying? Are you telling them what they want to hear?

Eric highlights:

  • The importance of credit unions
  • How to gauge member perception
  • 11 Steps to the Perfect Member Experience
  • How to facilitate more meaningful member communication
  • Learning about member life stages
  • Ideas for tools and training that you can use immediately in your branches
  • How NOT to do it from 2 out-of-industry examples
  • Experiencing the Disney way to provide an experience
Eric Gagliano

Eric Gagliano

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Eric Gagliano, MarketMatch

Eric Gagliano is the author of “Aha Moments” and a leading credit union marketer with more than 22 years of marketing experience.

Coming from the advertising agency world, as an account executive focused on strategic planning, branding, market research and product promotion, Eric joined the banking world in 2002 as the Vice President of Marketing at a Dayton, Ohio institution.

Eric now lives and breathes credit union marketing at MarketMatch where he helps credit unions focus on the big “to.” Getting your audience to pick up the phone, to click, to care, to sample, to try, to borrow, to refer, to request, to act, to purchase, to sign … to choose you over everyone else in the market.

Eric Gagliano

Eric Gagliano

Nate Gillen

Nate Gillen

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Innovation Spotlight – CU Opportunity in Healthcare

Session description coming soon.

Nate Gillen

Nate Gillen

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Nate Gillen, CUDE, WEOKIE Credit Union

Nate Gillen began his career at WEOKIE Credit Union 15 years ago, starting during his senior year in college. During his tenure, the credit union has grown from $300 million in Assets to well over $1 billion. In addition to serving as the Vice President of Member Experience & Development, Nate was the founding WEOKIE Foundation employee – the Foundation was formed 10 years. He still serves as the Foundation Manager and a Board member.

Nate earned the Credit Union Development Educator (CUDE) designation in 2013, was selected as the 2013 National Youth Involvement Board’s Outstanding Volunteer of the Year, and is currently attending the Southwest CUNA Management School.

Nate Gillen

Nate Gillen

John Hyche

John Hyche

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Omni-Channel Banking: Is the Branch Dead? Or is it the Future?

Consumer behavior and technology startups are disrupting branch banking, as we know it today. Transactional efficiency is being displaced by engagement, and consumer experience to drive results, market share and depth for credit unions. Branches are transforming. Join John to explore how credit unions are responding to consumer demand, diving deep into the role and future of the branch.

John Hyche

John Hyche

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John Hyche, Level 5, LLC

John Hyche, Senior Vice President | Principal – LEVEL5. LEVEL5’s tag line, “Think Strategically. Build Creatively,” summarizes the company’s approach to serving its clients. In his role, John guides the “Think Strategically” portion. He works directly with financial institutions to understand their challenges and goals. He then guides his team in applying various research and analytical tools – including “feet on the street” research – to define the best strategies to support the client’s objectives. These engagements focus on bringing extensive information, analysis, and experience to bear on the issues LEVEL5’s clients face. These strategies are then implemented as part of LEVEL5’s integrated design-build service offering – the “build creatively” activities.

John has spent his career working with financial institutions in consulting and regulatory capacities. These roles have encompassed strategy development, asset management, and de novo bank formation. All of these activities relied on John’s skills in market analysis, strategic planning, financial analysis and forecasting.

John Hyche

John Hyche

Brian Murnahan

Brian Murnahan

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Elemental Crisis Communications

This is a three part look at Crisis Communications.

First, what elements constitute a:crisis, loss of income, trust, life and...

Second, how do you respond, define audiences, messages, channels, transitions and looking ahead… learn how to more than survive.

Third, preparation, what to do in advance of a crisis, anticipate your crisis – there is more than one worst case scenario. Who is in charge, who is controlling the message, who is talking. Prepare with drills, identify spokespeople, develop call lists – This is where we answer, what questions am I not asking!

Brian Murnahan

Brian Murnahan

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Brian Murnahan, Murnahan Public Relations

Brian Murnahan, President of Murnahan Public Relations, Inc. has 20 years of PR experience working with organizations including DFW International Airport, Chesapeake Energy, Epic Helicopters and the Global Food Safety Initiative to name a few. During that time, Brian has conducted dozens of campaigns including public education, industry participation, public affairs, employee engagement, media and crisis communications.

Brian founded Murnahan Public Relations, Inc. of Fort Worth, Texas in 2012. During that time, he has served on the Board of Directors for the Northeast Tarrant Chamber of Commerce, the Greater Fort Worth Public Relations Society of America and is the PR Chair for the Rotary Club of Fort Worth in addition to have one numerous industry awards Brian has been recognized by the Fort Worth Business Press as one of their 40 Under 40 winners and a Next Generation Project Fellow by Robert S. Strauss Center for International Security and Law.

Brian Murnahan

Brian Murnahan

Todd Romer

Todd Romer

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Millennial Membership Growth Begins By Delivering a WOW! User Experience Right Out of the Gate

The not-for-profit status, lower fees and rates, mobile banking features, and other standard benefits of credit union membership will not be enough for millennials to join versus becoming a bank customer. To drive new and sustainable membership growth requires a distinct UX right out of the gate. All centered on their deep desire to understand how to achieve long term financial success. Todd will share how credit unions can deliver a relevant success pathway for new and current millennial members, keeping them as active members for many years to come.

Todd Romer

Todd Romer

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Todd Romer, Young Money Media

Todd is the founder of Young Money Media, Young Money University and author of the new book YOUNG MONEY - A Powerful 5 Step Plan to Financial Success Now.

From 2000 – 2009 nearly 7 million copies of Young Money magazine were distributed on 250+ college campuses across the U.S. Since 2010, Todd has spoken to thousands of millennials on 300+ campuses in 35 states as part of the Young Money LIVE! Financial Success Speaking Tour. As a result of saving, managing and investing money since high school and college Todd has created a simple yet highly effective 5 step money management and wealth creation plan for millennials of all economic and cultural backgrounds to begin living a life that fits their dreams.

Todd graduated from the University of Dayton and lives in Cincinnati with his wife Jackie and their four children Jack, Luke, Alec and Mia.

Todd Romer

Todd Romer

Jim Tresenriter

Jim Tresenriter

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Big Data and Its Impact in Today’s Credit Unions

Why analytics? Using data analytics is an opportunity to gain insight by analyzing a large number of transactions in a limited amount of time. It’s an invaluable tool as transaction volumes increase and become more complex.

What is data analytics? How can it be used to identify trends in sales, branch operations, and marketing campaigns, as well as identify potential unusual activity?

Get the tools you need to determine the most effective application of data analytics at your credit union.

Security in Uncertain Times: Keeping the Vault Safe

Cyber criminals are becoming increasingly sophisticated in their approach and the tools they use to gain access to your most important information. Who are they, how do they do it, how can you defend against cyber-attacks, and what can you do if it happens to you?

Jim Tresenriter

Jim Tresenriter

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Jim Tresenriter, Deltech Solutions, Inc., a Certified Microsoft Business Partner

Jim has a background in technology development and technology sales. He has over 20 years in telecommunications, data collection and analysis, and enterprise software. Prior to his position as Sales Director with Deltech Solutions, Inc., he spent over three years selling Microsoft products for enterprise and data centers users in a variety of industry verticals.

Jim Tresenriter

Jim Tresenriter

Jeff Vorhees

Jeff Vorhees

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Interest Rate Risk

Sponsored by Catalyst Corporate FCU

Session description coming soon.

Jeff Vorhees

Jeff Vorhees

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Jeff Vorhees, CMA, CTP, Catalyst Strategic Solutions

Jeff provides interest rate risk and financial performance analysis to ALM service and advisory clients. He prepares quarterly ALM risk reports and presents the results to credit union management and ALCOs to facilitate effective balance sheet structuring.

Prior to joining Catalyst Strategic Solutions in 2014, Jeff was a commissioned bank examiner with the Federal Reserve Bank of Dallas, specializing in capital markets for community and regional institutions. He also previously worked as a private equity analyst for Commerce Street Capital, LLC, in Dallas, where his responsibilities included due diligence, valuations and general portfolio analytics of the firm’s private equity funds concentrated in the financial institutions sector.

Jeff received bachelor's degrees in finance and economics from Texas Tech University and a master of business administration degree, with concentrations in strategy and accounting, from Southern Methodist University. Jeff is a Certified Management Accountant (CMA). He is also a Certified Treasury Professional (CTP) through the Association for Finance Professionals.

Jeff Vorhees

Jeff Vorhees


Expo

Thursday, September 7

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 more information about oppportunities, please contact:

ExhibitingBrandon Walker, Exhibits Manager at 469-385-6426.
SponsorshipsJanine McBee, Senior Director at 469-385-6634.


Golf

Wednesday, September 6

Canyon Springs Golf Club

Cornerstone Credit Union Foundation


Sponsors

Because of the gracious donations from our sponsors, we are able to keep event costs low for attendees.

Please help show gratitude to the following event sponsors.

Titanium

CUNA Mutual Group Credit Union Resources, Inc.

Platinum

Catalyst Corporate FCU CO-OP Financial Services CU Solutions Group Diebold Nixdorf OneDigital

Silver

Cornerstone Credit Union Foundation

Interested in Sponsorship?

Sponsorship opportunities are still available for 2017. For more information about oppportunities, please contact:

SponsorshipsJanine McBee, Senior Director at 469-385-6634.
ExhibitingBrandon Walker, Exhibits Manager at 469-385-6426.