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
extended to August 4
after August 4
*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.
San Antonio Marriott Rivercenter
101 Bowie Street
San Antonio, TX 78205
Reservation Line: 877-622-3056
Room Rate Deadline: Friday, August 4
Group Code: Cornerstone League Conference
2:00 p.m. - 5:30 p.m.
Leadership Conference & Expo Registration
8:00 a.m. - 5:30 p.m.
Leadership Conference & Expo Registration
8:30 a.m. - 10:00 a.m.
10:00 a.m. - 12:00 p.m.
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.
Reset - Unlocking Your Team's Potential to Achieve Results
Dan Newberry, TTCU Federal Credit Union
2:30 p.m. - 5:30 p.m.
2:30 p.m. - 3:00 p.m.
Refreshment Break in Expo Hall
8:00 a.m. - 3:00 p.m.
8:30 a.m. - 9:00 a.m.
9:00 a.m. - 10:30 a.m.
10:30 a.m. - 10:45 a.m.
10:45 a.m. - 12:00 p.m.
Concurrent Sessions I
1. Who Are You BECOMING as a Leader?
Jonathan Fanning, Jonathan Fanning Consulting
Brett Christensen, CU Lending Advice, LLC
3. Onboarding New Board Members: Director Duties & Responsibilities
Mike Blalack, Esq., Blalack & Williams, PC
4. Big Data & Its Impact in Today's Credit Unions
Jim Tresenriter, Deltech Solutions, Inc., a Certified Microsoft Business Partner
5. Omni-Channel Banking: Is the Branch Dead? Or is it the Future?
John Hyche, Level5, LLC
6. Share Insurance - Changes & Choices: How Private & Excess Share Insurance Can Set You Apart
Panel Facilitator: Dennis Adams, CPA, American Share (ASI) and Excess Share Insurance Corporation (ESI)
Panel: Tammy Botkin, Texas Health CU, Mike Fryzel, Past Chairman of NCUA, Kyle Ashley, United Texas CU
12:00 p.m. - 1:30 p.m.
Lunch on Your Own
1:30 p.m. - 2:45 p.m.
Concurrent Sessions II
7. Creative Leadership: Building a Culture of Innovation
Jonathan Fanning, Jonathan Fanning Consulting
8. Lending Incentive Programs That Work
Brett Christensen, CU Lending Advice, LLC
9. Credit Union 2.0: Helping Credit Unions Compete in the Digital Age
Kirk Drake, Ongoing Operations, LLC & Credit Union 2.0
10. Security in Uncertain Times: Keeping the Vault Safe
Jim Tresenriter, Deltech Solutions, Inc., a Certified Microsoft Business Partner
11. Lions, Tigers & Bears, Oh My! What's a Credit Union to Do?
Panel Facilitator: Dean Borland, Credit Union Resources, Inc.
Panel: Pierre Cardenas, Capital Credit Union and Shana Richardson, SER Technology
2:45 p.m. - 3:00 p.m.
3:00 p.m. - 4:15 p.m.
Concurrent Sessions III
12. Bridging the Compliance Gap for Small Credit Unions
Suzanne Yashewski, Cornerstone Credit Union League
Hosted by Asset Category One Directors
13. Rise Above Your Risk: CU Safeguards for Today's Branches
Michael A. Petrone, CFE, CFSA, CUNA Mutual Group
14. Looking at the World Through Your Member's Eyes
Eric Gagliano, MarketMatch
15. Navigating a Rising Rate Environment
Jeff Vorhees, CMA, CTP, Catalyst Strategic Solutions
16. Why You're Not the Marketing Expert You Once Thought You Were
Panel: Shalonda Dawkins, United Community CU; Erayne Hill, Unity One CU; Stephen Lark, Communication FCU; and Alison Wolf, MHR, PMP, True Sky CU
17. Elemental Crisis Communications
Brian Murnahan, Murnahan Public Relations
6:00 p.m. - 8:30 p.m.
Wild Salsa Party
8:00 a.m. - 8:30 a.m.
8:30 a.m. - 9:30 a.m.
Concurrent Sessions IV
18. Millennial Membership Growth Begins By Delivering a WOW! User Experience Right Out of the Gate
Todd Romer, Young Money Media
19. ACA Watch: Where Do We Go From Here?
Erica Cordova, JD, OneDigital
20. Mentoring Rising Leaders & New Board Members: Magic in the Making
Stacey Walker, CUDE, XCEL FCU
21. The Peer-to-Peer Landscape
Alan Bahr, SimplyCredit, Inc.
9:45 a.m. - 10:45 a.m.
Concurrent Sessions V
22. Innovation Spotlight: Healthcare as a Distribution to Members
Nate Gillen, CUDE, WEOKIE Credit Union
23. Business Continuity & Disaster Recovery Plan
Millicent Mayaka, SCMS, CUCE, InTouch Credit Union
24. The Preposterous Question: Can We Drive $100 Million in New Loans? Yes!
Eric Gagliano, MarketMatch
25. Understanding the Military Lending Act: Now & Later
Nate Behncke, Cornerstone Credit Union League
10:45 a.m. - 11:00 a.m.
11:00 a.m. - 12:00 p.m.
Closing General Session
Embrace Your Awesomeness: Getting the Most Out of Yourself and Those Around You
Brad Montgomery, Brad Montgomery Productions, Inc.
Prize Drawing & Session Sponsored by
Friday, September 8, 2017
includes entertainment/activities, food and two drink tickets
Put your money where your mouth is as you vote on the best salsa and taste samples of featured margaritas.
We will feature 3 Salsa Teams and your dollars will determine the winner.
Want to try a prickly pear margarita or do you want to spice it up with a jalapeno? For a $1 donation, you can sample unique flavors which will send you to the dance floor to learn to Salsa Dance.
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:
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.
In this session, Dan covers the principles used to grow existing organizational structures through the power of implementation. Dan also covers the steps he used to grow the TTCU mortgage lending platform from $30 million in annual sales to over $140 million in four years.
In this session you learn about:
You also learn about the power to Rethink, Reorganize, Redefine, Review Results, and Reengage to Achieve Results.
Dan Newberry is an entrepreneur, businessman, speaker, and Oklahoma State Senator. Newberry is the VP of Real Estate Operations for TTCU Federal Credit Union. Newberry has been a business professional in the mortgage banking industry for over 16 years. At TTCU Federal Credit Union, Newberry turned a $30 million mortgage department into over $140 million in four years. Prior to working at TTCU, Newberry was the President of Homeland Federal Mortgage, a company he started with two employees and grew to several dozen employees creating a $150 million dollars in revenue across four divisions including real estate, construction, title, and mortgage.
As a VP at TTCU, Newberry’s team was named Oklahoma Magazine’s "Best of the Best for Mortgages." Newberry’s mortgage brokerage, Homeland Federal Mortgage, reached the level of a platinum partner seven years in a row with one of the nation’s largest lenders, this designation was only given to top performing companies whose production met high levels of quality in volume and low delinquency.
Newberry is currently the co-host of “The Future of Real Estate” on KRMG radio, a regular contributor to KRAQ’s “Pat Campbell Show,” and a member of the Elite Tolls Fellowship. Newberry earned a diploma of Charismatic Ministry at Oral Roberts University, and a Liberal Arts B.S. from Oral Roberts with a focus on Leadership and Organizational Management. Newberry is a member of the Sand Springs, Jenks, and Glenpool Chambers of Commerce, is a member of the OU Capitol Society, and has been the Chair of the Business and Commerce Committee since 2010.
Newberry is the founder of the Paul Revere Reading Society, created to motivate elementary students to read. The Oklahoma Farm Bureau named him a member of the prestigious “100 Percent Club,” and the Oklahoma State Chamber honored him with the “Guardian of Free Enterprise” award for championing the economic development and growth of business in Oklahoma.
Dan is a proud husband to wife, Laura, and proud father to four children: Claire, Paige, Eva and Alex.
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’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 improve 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 consultant 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 accomplishments. 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.
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 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.
Join us for a panel discussion of seasoned credit union veterans, as they discuss:
Texas Health CU
President and CEO
United Texas CU
As president of American Share Insurance, Dennis is responsible for all operational and financial affairs of the nation’s largest private deposit insurer for credit unions. Prior to assuming his role as the company’s chief executive officer in 1990, he functioned as its chief financial and risk management officer for five years. Before joining American Share, Dennis was a practicing Certified Public Accountant; wherein, he devoted his services to the credit union movement for ten years.
Under his leadership, the Company has defended, preserved and advanced the private insurance option in federal and state legislatures during changing times and successfully sought and secured various statutory changes benefiting member credit unions. During his tenure, he has also brought new and innovative principles to play in the structuring of the nation’s only multi-state private insurer. Currently American Share provides private share insurance to credit unions in nine states and excess share insurance, through its wholly-owned subsidiary Excess Share Insurance (ESI), to credit unions in 32 states and the District of Columbia.
Kyle Ashley joined United Texas Credit Union (formerly United SA Federal Credit Union) in August 2014 as President and CEO. He is a dynamic, innovative and results-oriented leader who has a strong track record of performance. Kyle possesses extensive executive and CEO experience in the credit union industry and has achieved substantial financial success with United Texas and other credit unions.
Kyle has a passion for helping members achieve their financial goals and has worked with other non-profit organizations to improve their communities. Throughout his tenure, he has provided key leadership skills and a clear vision that has greatly enhanced the institution’s financial strength and member experience. United Texas CU has prospered under his direction.
Kyle previously served as President/CEO of Allied Federal Credit Union in Arlington, Texas, and as President/CEO of Alliance Federal Credit Union and Texas Plains Federal Credit Union in Lubbock, Texas. Kyle earned a Bachelor’s of Business Administration from Texas Tech University.
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:
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.
The effective date for the DoD’s 2015 Military Lending Act changes has come and gone. Make sure that your credit union is complying with these changes, including:
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.
Regulatory expectations for credit union Directors have never been higher. For new Directors, the “liability clock” begins to tick the moment you take your seat at the table and as a result, the successful onboarding of new Directors is critical. In this fast paced session, credit union attorney Mike Blalack will provide new Directors with a basic foundation for understanding their fiduciary duties and responsibilities and then also provide practical recommendations on how new Directors can assimilate into the Board and be equipped and prepared to actively fulfill their fiduciary duties and responsibilities and contribute to their credit union’s overall success.
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:
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.
"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.
Capital Credit Union
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.
Tammy is the CEO of Texas Health Credit Union, an $84 million credit union located in Austin, Texas. She began her career with THCU in 1980 after earning a Bachelor of Arts degree from the University of Texas. Tammy was hired as a Teller and was soon promoted to Loan Officer. In addition to lending, she performed various accounting and employee benefits duties. Tammy was promoted to CEO in 1993.
Tammy is a graduate of the Southwest CUNA Management School and previously served in various positions on the Austin Chapter of Credit Unions board. She currently serves as a Trustee for the TCCUL PAC of the Cornerstone Credit Union League.
Pierre has 32 years in the financial industry at both credit unions and banks. He has held executive level positions in organizations from $140 million to a billion in assets. Pierre has built and managed consumer, mortgage, indirect and commercial lending programs along with establishing innovative remote delivery channels and retail branch strategies. He has held positions in compliance for community banks & credit unions and maintains his NCCO designation. He has extensive operations; sales and service experience. Pierre started his own business “Innovators of Change” in 2008 while serving as the Senior VP of Retail at a $540 Mill CU. In 2010 Pierre joined forces with Brett Christensen and CU Lending Advice. He worked with credit unions across the country specializing in innovative direct & indirect lending solutions, advanced underwriting resolutions, sales, training, loan portfolio management & evaluation. In January of 2015 Pierre took over the position of CEO at Capitol Credit Union in Austin, Texas a $124M CU where he is today. He continues to serve the credit union industry by training, speaking and consulting along with founding and overseeing a Marriage and Family Counseling non-profit organization.
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:
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:
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.
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 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.
Join this panel discussion of marketing pros with combined experience of nearly eighty years that spans several areas including business development, community outreach, branding and public relations, in and outside of the credit union industry. From the ten essentials you need to get started in marketing to how to use your big data, you'll gain insight from the people who work in this field every day. The group has also created a guidebook that will be available for purchase. Whether it's time to ramp up your efforts or get started for the first time, this information will be well worth your time.
United Community CU
Unity One CU
True Sky CU
Shalonda Dawkins is Senior Vice President and Chief Operations Officer of United Community, a $94 million credit union located in Houston, Texas, where she oversees all marketing, retail sales and lending initiatives for the credit union. Previous positions have included in business development, corporate marketing officer, an advertising agency, and a direct marketing firm.
Shalonda currently serves as an advisory board member for the Credit Union National Association’s Marketing and Business Development Council, as well as an Executive Committee Member for Cornerstones Marketing and Business Development Council. In recent years, she has been awarded several CUNA Diamond Awards for marketing campaigns and publications developed at United Community.
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:
Kirk is an innovative, creative leader who never tires. Never satisfied with the status quo, his three priorities are: build a great culture, help credit unions beat banks, and deliver amazing technology experiences. Kirk was 16 when he started a high school bank. His credit union career began in college. Kirk has worked for Agriculture FCU, Fiserv, and NIH Federal Credit Union. While with NIH Federal Credit Union, he started CUCTO, a networking group for credit union technology management. In 2007, Kirk left NIH FCU to found, grow and lead, Ongoing Operations, LLC. During that time, Kirk oversaw the acquisition of CU Recover, Teneros and Cloudworks. In 2011, Kirk teamed up with Paul Fiore to launch CU Wallet and most recently has finished writing a book "CU2.0 – a guide for credit unions to compete in the digital age."
Innovation and creativity are absolutely necessary to thrive in business, hiring, motivating, marketing, parenting, educating, coaching, etc. Are you and your organization becoming more - or less - creative? Jonathan’s TED Talk on this topic won the best speaker of the conference. Participants will learn 5 core strategies to build a culture of creativity. Lessons and memorable anecdotes come from some of the most creative people and organizations in history, as well as Jonathan’s personal experience implementing these lessons as an entrepreneur, parent, educator, and with clients large and small. What Jonathan calls the “innovator’s equation” has been a game-changer for leaders across the country. This was a favorite for a global entrepreneurship summit in Sydney, Australia.
A year from today, will you be a better leader… or not? The answer affects every aspect of our lives. Who are you BECOMING? introduces four pillars the greatest leaders all have in common and a simple formula for enhancing these pillars in your own life and organization. A favorite of audiences across the country, Jonathan shares “The Simplest and Most Effective Leadership Development Plan”, borrowing powerful and practical lessons from the greatest people developers in all walks of life.
This program applies to you, whether you lead a company, non-profit, team, family, or just yourself.
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!
Michael E. Fryzel served on the NCUA Board for six years and was its Chairman during the 2008-2009 financial crises that impacted both corporate and natural person credit unions. Mike is an attorney and consultant to the financial services industry with offices in Chicago, Illinois.
He is a former Director of the Illinois Department of Financial Institutions and was as a member and chairman of the Illinois Governor’s Board of Credit Union Advisors serving three different Governors. Mike was also a Commissioner of the Illinois Court of Claims and a prosecutor for the Illinois Secretary of State.
Prior to serving on the NCUA Board, Mike was in the practice of law representing various financial services businesses such as credit unions, insurance companies, banks, consumer credit lenders and check cashing operations. He also specialized in commercial real estate.
Mike served on President Trump’s Transition Team and was the lead person for the NCUA transition. He conducted a review of the entire agency and developed Agency Action Plan which spells out the changes and initiatives President Trump has stated he wants implemented within the financial regulatory structure.
Eric shares from real-life credit union examples:
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 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.
Credit unions must find new ways to capitalize on their unique business model of people helping people. If they leverage this member-centric business model, they may discover new ways to make membership status desirable again. But how do credit unions add value to the membership model? Are there really any stones that have been unturned that can make membership status more desirable? The answers may lie in areas that transcend traditional banking channels. The answers could be found in the form of credit unions offering healthcare solutions to a membership in need as the government and private sector bobble the nation’s healthcare fate.
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 ago. He still serves as the Foundation Manager and a Board member.
Nate earned the Credit Union Development Educator (CUDE) designation in 2013 and was selected as the 2013 National Youth Involvement Board’s Outstanding Volunteer of the Year. He was an Award of Excellence recipient, graduating from Southwest CUNA Management School in 2017.
Erayne Gee Hill is the vice president of marketing for the oldest credit union in Texas, Unity One Credit Union. Her role at the credit union involves promoting products and services using a variety of channels and resources. She is a champion of community and public relations as an effective, non-traditional tool to increase brand awareness and perception. Public relations, along with audience segmentation/analytics and digital advertising, figure heavily in the overall marketing plan for the credit union.
In the past two years since Erayne has served as vice president, the credit union has experienced unprecedented loan growth due to increased lead volume, while retaining deposits to support the loan growth through retention strategies for existing members.
She was instrumental in the opening of the credit union’s student-run, high school branches. They are partnership success stories and have contributed to increased transactions, visibility and fee income.
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, 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.
Stephen Lark has nearly 20 years of experience guiding the direction of credit union marketing and brand development. He currently serves as Vice President Corporate Development with Communication Federal Credit Union, which encompasses marketing, internal employee education, external education, business development and business intelligence. Stephen serves as vice chair of the cornerstone marketing and business development executive committee, vice chair of the Cornerstone grassroots advocacy subcommittee, as a chapter officer for the Greater Oklahoma Chapter of Credit Unions and is a 2016 graduate of Southwest CUNA Management School. Additionally he serves on the board of several community organizations.
Stephen’s passions in the industry is to help the credit union thrive through brand development, clear and consistent delivery across all channels and the use of business intelligence and education to leverage strategy and consumer need.
Is your institution prepared with a contingency plan if, and when, a disaster strikes? Could you continue operating if you experience a catastrophic event? How quickly would it be before you could once again provide sufficient services to your members? Do you have an effective disaster recovery plan that will help you navigate and overcome various threats successfully? This session will cover best practices in the following areas:
Director of Quality Control for InTouch Credit Union in Plano, Texas, Millie is responsible for ensuring the Credit Union is compliant with all mortgage and home equity regulations. She also performs several other key functions critical to the credit union’s ongoing focus on regulatory compliance (maintaining BSA - Bank Secrecy Act - requirements, AML (Anti-Money Laundering), performing audits and reviews, and managing disaster recovery).
Millie has been certified by the American Bankers Association in Branch Management and Sales Management, as well as by CUNA as a Credit Union Compliance Expert (CUCE). In 2013, Millie was the recipient of the highest award from the Southwest CUNA Management School, their Award of Excellence.
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, 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.
Armed robberies, active shooters, and extortion can be a day that your employees will never forget. The security of credit union employees and members is a paramount concern. While there is little to do to prevent physical security risks; following best practices in relation to planning and training can help mitigate the likelihood and desire to be perceived as a target. Mike focuses on tried and true robbery mitigation tips to help your operations and employees before, during, and after an incident. In addition, you’ll hear ideas on how you can evolve your operations into a branch of the future.
Mike Petrone is a risk management consultant in Business Protection Risk Management for CUNA Mutual Group. In this role, he assists credit unions in identifying areas of risk in their operations and recommends appropriate controls to reduce loss exposures. He earned a bachelor’s degree in Accounting from Salem State University. Mike has also earned the designations of Certified Fraud Examiner (CFE), Certified Financial Services Auditor (CFSA) and Credit Union Security and Fraud Expert (CUSFE). In addition, he is a licensed real estate broker in Maine and Massachusetts. Based in China, Maine, Petrone serves credit unions in Maine, eastern Massachusetts, New Hampshire, Vermont, Idaho, Montana, Oregon, Washington, North Dakota and South Dakota. He is also a highly rated member of the SCMS faculty team.
Shana Richardson began her career in financial technology with the Texas Credit Union League where she went from managing turnkey, pre-screen Auto Loan Recapture™ program to assuming broader responsibilities as the League’s assistant VP of lending services.
In 1998, Shana joined Ser Technology to lead the development of progressive lending services for credit unions, including online credit decisioning, pre-approval programs, data warehousing and portfolio risk management.
Today, as CEO and co-owner of Ser Tech – collaborating with over 4,000 clients, partners and strategic alliances – Shana spearheads Ser Tech’s mission to deliver the most advanced and effective financial tools to credit unions worldwide.
Always passionate about the positive role credit unions play in global consumer finance, Shana is a Credit Union Development Educator (CUDE) and has served on the Board of Directors for several organizations. Currently, she supports domestic and international microfinance initiatives for the World Council of Credit Unions (WOCCU). She holds a similar position at the Global Women’s Leadership Network (GWLN), of which she is a founding member. She’s also a member of Entrepreneurs Organization (EO), originally at the Austin, TX Chapter and now at the EO Chapter in Orange County, CA.
She was awarded the prestigious Athena International Award at the 2017 World Credit Union Conference in Vienna for her tireless support of women’s rights across the globe, including trips to the Philippines and Thailand.
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 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.
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.
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 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.
Join Jeff for a discussion on what factors tend to lead to rising interest rates as he shares perspective on how rising rates and indexes affect the balance sheet:
In addition, Jeff will suggest some balance sheet management strategies to minimize risk and position the credit union for better performance.
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.
People helping people is a credit union philosophy that applies not just to members but also to credit union professionals. Today, many credit unions utilize their greatest asset – people who are volunteers and staff – to turn today’s talent into tomorrow’s leaders. Through such mentoring, credit unions experience growth and gain expertise. Learn:
Stacey Walker, Esq. is on the Board of Directors for XCEL Federal Credit Union. Stacey is the 2017 CU Times Volunteer of the Year and the 2017 NAFCU Volunteer of the Year for credit unions under $250 million in assets. Stacey also received the 2008 NAFCU Cornerstone award, a 2007 WOCCU Young Credit Union People (WYCUP) award, and a 2006 American Bar Association Section of Business Law Ambassador fellowship. Stacey also has I-CUDE, CUDE, and NCCO designations. Stacey is an attorney in private practice.
Alison Wolf is the Vice President of Marketing for True Sky Credit Union and has been an active member of the credit union movement for 17 years. In addition to marketing, she has a certification in project management and is responsible for product development, branding, and community outreach, recently executing the credit union name change. Her work has won numerous local and national awards, including an Award of Excellence from CUNA's Marketing and Business Development Council. She has been named Professional of the Year by the Credit Union Association of Oklahoma, an Acclaimed Aggie by Cameron University and is a Journal Record Achiever Under 40.
Committed to personal and professional development, Alison’s accomplishments include: graduating from Southwest CUNA Management School and Leadership Oklahoma City, as well as serving as a past member of Filene Research Institute’s esteemed i3 program.
With a passion for community involvement and credit union advocacy, Alison serves as the chair of the executive council for the Cornerstone Credit Union League Marketing and Business Development Council, on the Oklahoma Political Action Committee Board (OCUPAC), and the CU Night for the House fundraising committee. She volunteers for the United Ways allocations subcommittee and the Redman Triathlon planning committee.
In this session, Suzanne will provide an update on some of the latest compliance issues coming from CFPB, NCUA and the state level. Time will be spend on recent changes affecting how credit unions handle powers of attorney in all three states.
Suzanne Yashewski has served as counsel for Cornerstone Credit Union League since 2001. Leading the Information Central Section of Cornerstone’s Advocacy Department, she provides compliance advice to credit unions on laws and regulations through the Information Central hotline, the Online Compliance Manual, Support Cards, Newsletters, Regulatory website and more. Additionally, Suzanne serves as a credit union advocate in the rule and regulation process with both state and federal regulators, working closely with Cornerstone lobbyists to review and recommend proposed legislation during state legislative sessions. Suzanne is a graduate of Purdue University and Indiana University School of Law. Prior to accepting her position with the League, she practiced employment law. Suzanne is a member of the following professional groups: the State Bar of Texas (including the Employment Law Section), the Austin Bar Association (including the Financial Institutions Section), and the American Bar Association (including the Employment Law Section and the Business Law Section, as well as the Credit Union Subcommittee).
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!
The exhibit hall for the 2017 Leadership Conference is currently SOLD OUT. For more information about other opportunities, please contact:
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.
Sponsorship opportunities are still available for 2017. For more information about opportunities, please contact: