“If your actions inspire others to dream more, learn more, do more and become more, you are a leader.”
John Quincy Adams
after August 15
Group (2 or more): $859
Credit unions with assets of $10 million or less as of 12/31/2013 qualify for a free registration. Group registrants must be registered at the same time.
Registration Fee includes: Expo & Welcome Reception, three general sessions, choice of four of 22 breakout sessions, best practices panel discussions, extensive handout materials, three continental breakfasts and all refreshment breaks.
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 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 $200 processing fee per person) are granted for cancellations received in writing on or before August 1, 2014. No refunds will be granted after August 1, 2014.
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.
San Antonio Marriott Rivercenter
101 Bowie Street
San Antonio, Texas 78205
For reservations, call: 877-622-3056
on or before August 15
When calling to make a reservation, indicate you are with the Cornerstone League Conference to receive the special rate.
Book your room directly with the hotel. The event hotel will NOT contact you to book a room. Should you be contacted by a company about booking your hotel room, do not furnish them your information.
It has been brought to our attention that the housing companies named below are claiming to have a relationship with Marriott Rivercenter and are offering hotel reservation services for Cornerstone Leadership Conference. These companies, and others like it, are NOT in any way affiliated with Cornerstone or Marriott and should NOT be used to make hotel reservations. There is only one official, exclusive housing block for the Cornerstone Credit Union League, Leadership Conference at the Marriott Rivercenter.
The Marriott does not make phone calls to members, exhibitors or attendees encouraging you to book with them. If you have received any communication either via email or telephone, please delete it immediately and ignore any further requests.
Wednesday, September 3
7:00 a.m. OR 10:30 a.m.
9:00 a.m. - 3:45 p.m.
2:00 p.m. - 5:30 p.m.
Exhibitor & Sponsor Registration
3:30 p.m. - 5:30 p.m.
Leadership Conference & Expo Registration
Thursday, September 4
7:30 a.m. - 5:30 p.m.
Leadership Conference & Expo Registration
8:00 a.m. - 9:30 a.m.
Welcome & Opening Session
Full-Throttle Leadership: Passion, Power and Purpose!
Featured Speaker: Steven G. Foster
9:30 a.m. - 12:00 p.m.
9:30 a.m. - 10:00 a.m.
12:00 p.m. - 1:30 p.m.
Lunch on your own
1:30 p.m. - 2:30 p.m.
Best Practices Panels
1. Board/CEO Relationships: Successes, Challenges, and Remedies
2. Credit Union Youth Advisory Committees
3. The Importance of Community Involvement
4. Boost Employee Engagement
2:30 p.m. - 5:30 p.m.
2:30 p.m. - 3:00 p.m.
8:00 p.m. - 10:30 p.m.
Friday, September 5
8:00 a.m. - 3:00 p.m.
8:00 a.m. - 8:30 a.m.
8:30 a.m. - 10:00 a.m.
ZAP the GAP - Getting the Most from an Age-Diverse Workforce
Featured Speaker: Meagan & Larry Johnson
10:15 a.m. - 11:45 a.m.
Concurrent Sessions I
1. Who Moved My Economy? Understanding Shifts in Jobs & Growth
2. Absolute Honesty: Building a Strong Team Culture that Values Straight Talk and Rewards Integrity
3. 3RXs of High Performing Boards: Recruitment, Retention, Revitalization
4. Best Practices - Helping Small Credit Unions Level the Playing Field
Facilitated by: James Tuggle
5. Interactive Session - Full-Throttle Goodness: CAN-STRUCTION
Steven G. Foster
6. Charismatic Branding™ - Leveraging the Credit Union Identity
7. Maximum Deposit Insurance
11:45 a.m. - 1:15 p.m.
Lunch on your own
1:15 p.m. - 2:45 p.m.
Concurrent Sessions II
8. Sensei Leadership: Leadership for Maximum Engagement
9. Increasing Your Loan Portfolio without Busting the Budget
10. Volunteer Leadership Succession: The Pros & Cons of Term Limits
11. Straight from the Source - Regulatory Updates & Hot Topics
Ben Hart, NCUA and Robert Baxter, Texas Credit Union Department
12. Interactive Session - Life, Leadership, and LEGO Bricks (session repeats)
Ben Glenn 13. Virtual Branching: An Alternative to the Traditional Branch
3:00 p.m. - 4:30 p.m.
Concurrent Sessions III
14. Integrating Mobile into Your Loan Growth Strategy
15. Having Our Voices Heard: Steps for Legislative Success
16. Credit Union Directors: Back to the Basics on Avoiding Liability
Mike Blalack & Charlie Williams
17. BSA Basics
18. Interactive Session - Life, Leadership, and LEGO Bricks
19. Simplify IT with a Comprehensive Cloud Computing Strategy
Saturday, September 6
7:30 a.m. - 8:00 a.m.
8:00 a.m. - 9:15 a.m.
Concurrent Sessions IV
20. Financial Mobile Malware: Risk in Mobile Banking
21. Lifestyle Lending
John Baptista, Jr.
22. Developing Remarkable Leaders in the Real World
23. Demographic Transformation and the Future of Your Credit Union
Miriam De Dios
9:15 a.m. - 9:30 a.m.
9:30 a.m. - 10:30 a.m.
Concurrent Sessions V
24. Fast and Brilliant: The Changing Face of Payments
25. Employee Dishonesty/Embezzlements
26. Are You Ready for Your Next CEO? Succession Planning for CEOs and Senior Management
27. CDFI Certification: Your Admission Ticket to External Resources and Strategic Partnerships
Panel Facilitated by Pablo DeFilippi
10:30 a.m. - 10:45 a.m.
10:45 a.m. - 12:00 p.m.
Closing General Session
Your Leadership Story: Strategies to Become an Authentic Leader
Featured Speaker: Timothy Tobin
Session & CASH Prize Drawing
Just because you're going flat out doesn't mean you're on the right road! Mapping a successful route to great leadership is critical to any organization's success. Unfortunately, many choose a leadership direction that too often dead-ends in spectacular failure. Like any road trip, the secret to getting where you're going is in the fuel you choose to use. Some people believe that is an idealistic and simple outlook. Steven Foster is not one of those people. A Harley-Davidson LIFE Member, and award-winning speaker and writer on Team Success, Steven believes the Route to Stand Out for any great leader is serving others. His message is that by aligning our Passion with a meaningful Purpose, all of us can create a Powerful experience he calls "Full-Throttle Leadership."
In 2013, Steven completed a solo motorcycle ride around the perimeter of the United States - a 32-day, 34-state, 13,000-mile journey dedicated to raising awareness and support for veterans, active-duty military and their families. His "Full-Throttle Leadership Ride" began from his home in Dallas, along the Gulf Coast, through the Everglades, to Ground Zero in New York, a firehouse in Montana, down the majestic Pacific Coastline and across the deserts of the Southwest. At each stop, he met veterans from WWII, Vietnam, Iraq and Afghanistan; as well as many military families. Their stories of heroism, sacrifice and service encouraged him through challenging days riding alone through torrential rain, scorching heat and even a raging mountain wildfire!
What’s your Route to Stand Out?
The secret to fueling a satisfying and significant life is realizing the many powerful opportunities we have to align our passions with a purpose. This session is a call to action. Food is one of our most basic needs, yet thousands of men, women and children go to sleep hungry every night throughout the U.S. In this interactive session, you create a one-of-a-kind sculpture made of canned and boxed goods which will be presented to a local food bank.
Steven G. Foster, CMP, CTA, is a speaker and writer on topics of Influence, Leadership and Team Success. As Managing Partner of Foster+Fathom, a company, whose name literally means "to grow and know," he has produced award-winning leadership programs, team experiences, and brand events for more than 20 years for a client roster which includes The National Football League (Super Bowl XLV) and Major League Baseball (2010 World Series), as well as Microsoft, FOX Sports, IMG, Harley-Davidson, Rolls-Royce, Buffalo Wild Wings, The Wounded Warrior Project, Sikorsky and Enterprise Rent-a-Car.
A recipient of more than 15 top industry leadership awards, Steven has been named one of the most influential people in Meetings and Events, and in 2009 was inducted into the Meeting Professionals International (MPI) Community of Honorees. In 2000, Steven and Wendy Foster became the first husband/wife business team to earn the Certified Meeting Professional (CMP) designation; and both were profiled in 2010 by CNN/Fortune as a Small Business Success.
Steven is Past-Chairman of the Travel, Exposition and Meeting Management Advisory Board at Richland College in Dallas, TX, and has served on the Board of Directors for both the Dallas Convention & Visitors Bureau and the Hotel Association of Tarrant County. In 2011 he was named to the North Texas Super Bowl Host Committee as Vice-Chair of the Volunteer Services Action Team for Super Bowl XLV.
An avid motorcyclist and a Harley Davidson LIFE member, Steven rides with the American Eagle HOG Chapter, where he is known as "The Fun Boss," Since 1999 he has ridden approximately 10,000 miles annually on one of two Harley-Davidsons.
Based on their best-selling book, Generations Inc.: From Boomers to Linksters, Managing the Friction Between Generations at Work, generation expert Meagan Johnson and corporate culture expert Larry Johnson, present the unique perspectives of a Gen-X daughter and her Baby Boomer dad on how each understands, communicates, motivates and manages different generations existing in the workplace today. Never before have five generations worked side by side - ranging in age from teenagers to seniors in their 80s and 90s.
As the average lifespan continues to rise and retirement dates are increasingly postponed, age differences have become one of the most striking aspects of diversity in the 21st century. Smart leaders will benefit from knowing each generation's characteristic expectations, behaviors and mindsets about everything from company loyalty and respect for authority, rules, and seniority, to the meaning of a job well done and the reward for doing it.
The Johnsons show how each generation has been influenced by the major historical events, social trends, and cultural phenomena of their time, shaping their ideas about company loyalty, work ethic, and the definition of a job well done. Each generation has widely differing sets of expectations and perceptions about what the working environment will provide, how they should behave as employees, how managers will manage them, and how they will manage others. Understanding these generational characteristics gives executives, employees and managers an edge in everything from interviewing new hires, designing work stations and schedules, to planning meeting agendas and projects, and assembling efficient teams.
About Meagan Johnson, Generation Expert
Meagan Johnson is the co-author of the bestselling book Generations Inc., From Boomers To Linksters Managing the Friction Between Generations at Work. She is the de-facto expert when it comes to navigating the maze of generational quandaries' every organization faces.
Quoted by the Chicago Tribune, CNNMoney.com and US News & World Report, she has been heard on ABC Talk Live, NPR and profiled on Conde' Nast's Portfolio.com. Meagan has become the 'Go To' expert for all things generational.
As a Gen Xer (people born between 1965 and 1980) Meagan takes on generational issues with an insider's perspective. During the 1990s, while working for companies like Quaker Oats, Kraft Foods and Xerox Meagan often heard negative comments about Gen Xers. Terms like "slacker generation," "gold collar workers," and the "Beavis and Butthead generation" were not uncommon.
Meagan knew those terms were unfair and untrue, so she began researching small and large businesses to debunk generational myths and uncover the most effective way to solve multi-generational clashes. That research gave birth to her most popular presentation, ZAP THE GAP: How To Make Peace and Profit in a Multi-Generational World.
Known as the Generational Humorist, Meagan has entertained and educated thousands of audience members from all around the globe. Amongst her many satisfied clients are companies such as Dairy Queen, Burger King, Cadillac, American Express, Harley-Davidson, Monster.com, and the CIA (although the work she did at the CIA is classified!)
About Larry Johnson, Corporate Culture Expert
Larry is the coauthor of the highly acclaimed, top-selling business ethics book, Absolute Honesty: Building A Corporate Culture That Values Straight Talk And Rewards Integrity and the landmark guide to managing inter-generational conflict, Generations Inc., From Boomers To Linksters, Managing the Friction Between Generations at Work. He has also written more than 60 articles, published in recognized business and association journals.
Among many others, Larry has spoken for PMA (Produce Marketing Association,) Fas Mart Convenience Stores, Westinghouse, General Electric, Harley-Davidson Motor Company, Intel Corporation, Southwest Airlines, American Express, McDonald's Corporation, Federal Express, the U.S. Bureau of Land Management, the American Health Care Association, and the Nuclear Regulatory Commission.
For twenty-five plus years, Larry has helped organizations build more productive and profitable working cultures through the development of strong leaders and dedicated employees. He has received rave reviews from more 150,000 business, government, and health-care professionals in every state in the union, as well as in Great Britain, China, Indonesia, Central America and Australia for his presentations on the topics of leadership, change, customer service, and honesty in business.
What is the role of story in your life? Do you use it as a tool to illustrate points or communicate a message? Perhaps you are a casual observer or consumer of story. Make no mistake, stories surround us. They engage us. They even define us. Stories are complex and dynamic. They can incorporate facts, feelings, and opinions and are subject to interpretations. They are colorful depictions of events that provide both a snapshot in time, and they are a work in progress. Stories help us to make an emotional connection. They energize, inspire and motivate. Stories illustrate and reinforce key points and provide meaning and relevance. They help us understand. They help us learn, impart a lesson, and communicate a message. Stories told well are compelling and memorable.
Every leader has a story. It is a collection of events, perspectives, and behaviors that represent who they are as a leader. It grows, evolves, and changes. It lives in both words and actions. Your leadership story is the intersection between what you believe your story to be and others' interpretations, and authentic leadership is the result of these views being both aligned and accurate.
Tim Tobin, Ed.D., is Vice President of Global Leadership Development for Marriott International and author of the forthcoming book Your Leadership Story (Berrett Koehler, March, 2015). Story is used as both a metaphor and a process. It is a mechanism by which you find your weak spots, provide clarity around what you stand for as a leader, and it provides the power of influence and authenticity. In this highly proactive and engaging session you will begin to understand and align the following:
Timothy J. Tobin, Ed.D is Vice President, Global Learning and Leadership Development at Marriott International. He is responsible for learning and leadership development strategy, programs, curriculum and activities.
Prior to Marriott, Dr. Tobin was Director, Talent Management at Baker Tilly (formerly Beers + Cutler) where he designed and implemented their corporate university and leadership programs. In a previous role at Booz Allen Hamilton, he led numerous leadership, training and human resource initiatives and was a key contributor for a Booz Allen Hamilton Partner Development Program.
At each of the aforementioned organizations, he received several individual, team performance, and program awards for leadership and talent development excellence. Among the recognition is the 2012 Chief Learning Officer Learning in Practice Innovation Award and the 2005 Future Human Capital Leader award from Human Capital Magazine.
Dr. Tobin received an Ed.D. in Human Resources Development from George Washington University. He has been an Adjunct Professor at Catholic University, Trinity University and George Washington University.
Dr. Tobin has a forthcoming book titled Your Leadership Story: Strategies to Understand Who You are as a Leader (Berrett Koehler). He has blogged for the Harvard Business Review and published in the International Journal of Strategic Business Alliances, ASTD-The Torch, Sales and Service Excellence Essentials, SmartCEO Magazine and Social Psychology and Education, among others.
You’ve heard about alternatives to the traditional branch. Now find out how virtual branching can work in practice. USC CU’s new, tiny, teller-free branches are completely virtual, but not lacking in services. The CU designed the virtual facilities to provide nearly the same level of service as the CU’s brick-and-mortar branches. In this session, you’ll find out how USC designed their branches and how the CU decided to put them where they did. With a full year of experience under his belt, USC CU’s CEO share’s what he’s learned from the CU’s virtual branching experiment, one year in.
Gary J. Perez has been the President and CEO of the USC Credit Union since 1988. Under his direction, USCCU has grown from a limited service, $16 million campus credit union to a full service, $400 million financial institution serving the entire Trojan family, to include USC’s faculty, staff, students and alumni. Prior to joining USCCU, Gary served as the Vice President and Chief Financial Officer of the Los Angeles Schools FCU, as a Regional Manager for Richards and Associates, CPAs, and as a portfolio manager for Loan Data Systems, Inc. Gary earned an undergraduate degree in business administration from Azusa Pacific University and is a graduate student at the USC Sol Price School of Policy, Planning and Development. He and his wife Sally, a fellow credit unionist, are the proud parents of three Trojans.
This session highlights the characteristics of successful credit union boards. Methods for identifying, recruiting and retaining credit union volunteers are explored as well as strategies for creating a "balanced board" that reflects your credit union’s field of membership. In addition, we discuss how successful credit union boards keep themselves relevant and rejuvenated.
This session emphasizes the importance of credit unions being proactive and prepared for elected leadership changes. Key elements of how management and board can sustain and ensure the success of the credit union through proper succession planning will be highlighted. The program includes an interactive discussion of the advantages and disadvantages of limiting volunteer tenure as a possible solution for transitioning "new blood" into the Board/Committee Volunteer structure.
As Founder/CEO of TheAmericanBoomeR.com, John Vardallas leads a Consulting/Speaking Business and Internet Enterprise that is dedicated primarily to enhancing the quality of work and lifestyles of leaders, their people, their organizations, customers and members. An international trend watcher and provocateur, he helps industry leaders synthesize trends into strategic organizational directions, improve business growth, service and workplace productivity. He is a keynote speaker, seminar leader, trainer and facilitator, who provides audiences with Substance and “inspirAction” in a passionate and provocative style. He has over 30 years of professional management and leadership development experiences working with leaders in the retail, healthcare, government, education, hospitality, financial services and association industries. He has been a program consultant and speaker for international trade associations and organizations, including ASAE, the World Council of Credit Unions and the Filene Research Institute. John conducts professional and personal development programs for executives, employees and volunteers for businesses, associations and organizations of all sizes. He is also a host and featured speaker on global Educational Conference CU Edu-Cruises and has appeared on radio, network, and cable TV business and lifestyle programs. John is Co-Founder and Editor of Today’s BoomeR Digital Magazine of the American BoomeR.com, author of a recently published book, Leadership Thoughts For Prospering in the 21st Century, the Dash-Board Governance Packet/CD and numerous business and trade articles.
Let’s face it. Straight, honest, no nonsense communication in organizations today is more rare than common. Whether it’s fear of reprisal, natural timidity, or not wanting to hurt someone’s feelings, many of us avoid telling the truth when the truth needs to be told. The same applies to many of those who work for us. The cost of such reticence can be high. If managers can’t get honest feedback from their subordinates, they, like the emperor in the fable of the Emperor’s New Clothes, will make foolish decisions. If employees can’t get honest feedback from their managers, they don’t improve, and their poor performance devalues the organization. If team members feel uncomfortable expressing contrary opinions, the status quo never gets challenged and creativity dies. Larry shows you how to enhance your leadership skills by establishing a new standard of communication – a standard that encourages creativity through candid discussions, frank expression of ideas, and healthy debate. A standard that tells the truth, doesn’t mince words, and is guided by a clear sense of right and wrong.
Larry is the coauthor of the highly acclaimed, top-selling business ethics book, Absolute Honesty: Building A Corporate Culture That Values Straight Talk And Rewards Integrity and the landmark guide to managing inter-generational conflict, Generations Inc., From Boomers To Linksters, Managing the Friction Between Generations at Work. He has also written more than 60 articles, published in recognized business and association journals.
Among many others, Larry has spoken for PMA (Produce Marketing Association,) Fas Mart Convenience Stores, Westinghouse, General Electric, Harley-Davidson Motor Company, Intel Corporation, Southwest Airlines, American Express, McDonald’s Corporation, Federal Express, the U.S. Bureau of Land Management, the American Health Care Association, and the Nuclear Regulatory Commission. For twenty-five - plus years, Larry has helped organizations build more productive and profitable working cultures through the development of strong leaders and dedicated employees. He has received rave reviews from more 150,000 business, government, and health-care professionals in every state in the union, as well as in Great Britain, China, Indonesia, Central America and Australia for his presentations on the topics of leadership, change, customer service, and honesty in business.
The credit union industry deserves wider understanding, appreciation and respect. Charismatic Branding™ applies the lessons of Brand Animation™ to the wider industry, simultaneously shedding light on how individual credit unions can create distinctive, meaningful brand experiences that appeal in these times of distrust. Tailored for a broader audience, Charismatic Branding™ is designed to bring together credit union volunteers and executives of all disciplines around a more effective understanding of brand as “organizing principle.” That means treating our own brands as more than art projects and public communication. Used as a decision-making tool, credit union brands have the power to reveal a vibrant industry, well differentiated organizations and produce passionate member-advocates. Developing the potential of credit unions and the credit union industry means building cooperative-wide understanding of brand as “organizing principle.”
Participants are able to:
A dynamic, multidisciplinary business leader, Matt Purvis bolsters an organizations ability to be more profitable by creating charismatic brands and organizations that bring their brands to life. Creator of Brand Animation™, Matt is a frequent industry speaker, brand thought-leader, and marketing innovator. Named a top-twenty rising business leader by Oregon Business Magazine, Matt’s career covers wide-ranging territory. He has managed presidential political campaigns, worked as a fully licensed securities agent, led Northwest Community Credit Union’s marketing, sales and branch operations as Chief Experience Officer and is the former President & CEO of Burley Design Cooperative, an award-winning, worker-owned sporting goods manufacturer. Fascinated by the intersection of leadership, branding, and motivation, Matt is passionate about helping organizations differentiate themselves in the financial services industry. These interests led Matt to launch his own business to help financial institutions innovate through strategic planning, leadership development and management training, target market and marketing assessment, and brand-based sales training, which combined result in brand animation and increased revenue for clients.
State-chartered credit unions in Texas have an alternative to federal deposit insurance. For 40 years, ASI has afforded credit unions a choice… Business, Not Bureaucracy. Join us to learn how your credit union can Cut the Red Tape, and learn why 26 Texas, Oklahoma and Arkansas credit unions use Excess Share Insurance (ESI) to insure their elite members’ excess deposits.
For over 25 years Rick has served the credit union industry in various sales and marketing roles with MoneyGram, InfiCorp Credit Cards, and currently ASI and ESI. Rick joined his first credit union in 1969 in San Antonio, so he has enjoyed credit union benefits firsthand. He is passionate about helping credit union CEOs understand their options regarding member deposit insurance.
Most people associate the word “Sensei” with “teacher.” That works! Sensei literally translates as “one who went before.” If you’re a consultant, coach, mentor or adviser- people seek your expertise and leadership. They expect you to be their guide- the Sensei. As we say in the dojo, they expect that "If you talk the talk; you walk the walk!” In this highly interactive session you learn the essential qualities of Sensei Leadership and how to apply these principles to become more effective – both personally and professionally!
Martial arts transformed Jim’s self-perception from former drug abuser and failure, to successful entrepreneur and Black Belt. As a speaker and author of Amazon bestseller Think Like a Black Belt, Jim tours nationally presenting his philosophy of Black Belt Mindset for corporate and conference audiences. He’s a regular guest on TV and radio programs including FOX News, BBC Worldview and FOX Across America.
In this session, we will discuss ways to move that Loan to Share Ratio toward 100%. And, we will do this without expensive campaigns and promotions. You may be surprised at how simple some of these are.
Mike Roark has been in the financial services industry for over 30 years, 20 of those years have been with credit unions. His career started with Ford Motor Credit Company. While with FMCC, he worked in collections, consumer underwriting, commercial underwriting, sales and marketing. Mike then moved to a Toyota, Lincoln-Mercury dealership and worked as the F&I Manager as well as the Assistant Service Manager. In 1992, he received a call from a credit union asking if he wanted to lead the collections team. Twenty years and three credit unions later, he has been the CLO for Resource One Credit Union for 12 years and currently holds the position of Senior Vice President of Lending/Collections at Neighborhood Credit Union. He has a BBA in Management from University of Oklahoma and an MBA in Finance from Oklahoma City University and is a United States Navy veteran.
Join regulators as they discuss new and evolving issues that directly affect you and your credit union. Bring your questions, comments, and an open mind as they sift through the menagerie of regulations and current issues facing credit unions in these tough economic and increasing regulatory times. Representatives from NCUA, the Texas Credit Union Department and the Oklahoma State Banking Department will be available to help you sort through your most pressing regulatory concerns.
Now that you understand mobile lending, have you learned what it can do for your credit union and your members? Are you meeting your members channel preferences through your consumer lending program? Member experiences, fueled by technology, are driving new expectations for your members. Review the demographic and technology trends and learn how you can maximize mobile lending for your credit union.
Ben Klepzig is a Senior Marketing Manager for Lending Products with CUNA Mutual Group. In this role he is responsible for leading the Lending Products marketing team and setting strategies for market positioning. Klepzig spent more than 2 years as the primary Marketing Strategist on CUNA Mutual Group’s Elevation Program before accepting his current position in 2013. He drove the marketing launches of Smartphone Loans and AskAuto and is currently leading the messaging for the company’s integrated suite of lending products.
Prior to joining CUNA Mutual Group, Klepzig worked for 10 years in the ad agency world before moving to corporate marketing in 2002. At American Family Insurance, he led the execution of national TV, radio, and newspaper campaigns. As the director of Marketing at United Way of Dane County, Klepzig delivered messaging for a series of successful fundraising campaigns in the heart of the Great Recession.
Klepzig graduated from the University of Wisconsin – Madison with a bachelor’s degree in Communication Arts and Philosophy. Outside of work, he has been a guest speaker and panelist at University of Wisconsin – Madison advertising classes for over a decade. Klepzig has also served on the boards of multiple advertising and marketing trade associations.
A fun, interactive seminar inspired by LEGO-play that gives participants an opportunity to revisit the importance of creativity and play in both their business and personal lives.
Ben Glenn has been a full-time speaker since 1995, sharing with corporate groups, church groups, students and teachers all over the world. His story of growing up with Learning Disabilities and ADHD, as well as his amazing live art demonstration performed as part of his presentation, combine into a powerful and entertaining program. He is the author of Building Success Brick by Brick.
This session describes how credit unions can tackle IT challenges through outsourcing – enabling them to redirect resources to member-focus objectives. It includes information about different types of clouds and their respective strengths and weaknesses, as well as what is most appropriate for security-minded financial institutions.
Brad Ganey is Senior VP/Chief Operating Officer for Catalyst Corporate Federal Credit Union. Brad has more than 25 years of experience in the financial services industry and offers expertise in credit union operations, payment systems, cloud computing, financial management, strategic planning, and financial trends. Brad oversees the corporate’s item processing (IP) operations, support services, research/adjustments, IP projects/implementation, wire transfer, ACH, remote deposit support, card services (ATM/debit) operations, and member services. He is engaged in research and development for new offerings and directs the implementation of all service enhancements. Brad joined Catalyst Corporate in 2000. His background includes seven years in commercial banking, where he served as an operations analyst and held various management positions in the IP and cash management areas. Brad also was employed previously by the Federal Reserve Bank of Atlanta’s Jacksonville branch, where he served in management at the branch and district level. Brad attended Jacksonville University, majoring in business administration. He is a member of the Western Payments Alliance board of directors.
In this fast paced session, credit union attorneys Mike Blalack and Charlie Williams identify common liability traps for unwary credit union directors and provide practical advice on how to sidestep those traps and avoid liability.
About Mike Blalack
Mike Blalack, Esq. is a founding shareholder and principal of Blalack & Wiliams, P.C. Since 1975, Mike has focused exclusively on the representation of state and federal credit unions with a particular concentration in the areas of lending and deposit account system development, consumer credit, and collections issues and collections litigation.
About Charlie Williams
Charles Williams, Esq. is a founding shareholder and principal of Blalack & Williams, P.C. For nearly three decades Charlie has concentrated his practice on the representation of credit unions and financial service providers, specializing in state and federal regulatory affairs, lending and deposit account systems and policy development, bankruptcy representation and consumer credit issues.
In this highly interactive, entertaining presentation, Joe Gagen, a national speaker on legislative and public policy advocacy, demonstrates how to effectively get your message across to your legislators and other public policy makers. Not only does he provide insight on how to frame your position on regulatory and legislative issues but also provides specific do’s and don’ts for legislative meetings, public hearings and written communications.
Joe Gagen has been involved professionally in political and legislative matters for over forty years. Among other things, he chaired the Texas agency responsible for workers’ compensation, served as general counsel to the Texas Senate State Affairs Committee and was a legislative aide in the Texas House of Representatives. He was executive director of a statewide political organization and served from 2006 to 2011 as CEO for Texas CASA, a statewide nonprofit organization advocating for children in foster care. He is a Phi Beta Kappa graduate of the University of Texas at Austin having received his B.A. with Honors in 1974 and his J.D. in 1982. Joe brings an entirely new way of looking at the legislative process. His highly interactive presentations are not only fun but effective in educating association leaders and their and volunteer advocates on how to “do it right” when advocating on behalf of their profession, their organization and their community. He has conducted well over six hundred successful legislative training and planning programs for numerous national and state associations as well as numerous leadership conferences for volunteer based association members.
Attend this session to learn the basics of the Bank Secrecy Act and satisfy the regulatory requirement for annual BSA training. Suzanne provides an overview of BSA, CTRs, SARs, CIP, OFAC as well as the latest updates.
Suzanne Yashewski has served as counsel for Cornerstone Credit Union League since 2001. Suzanne runs the Information Central Section Cornerstone’s Advocacy Department. In this position, 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, and she works 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, Suzanne 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).
This energetic presentation and Q&A session with senior economist, Tom Siems, from the Federal Reserve Bank of Dallas examines and compares emerging U.S. economic conditions and trends; explores small business concerns, their role in creating jobs and how confidence and jobs move together; and discusses Federal Reserve policymakers’ concerns and challenges in making future decisions. Attendees leave with a greater understanding of where the U.S. economy is today based on an easy to understand “economic dashboard” and where we are headed, what factors are driving (or possibly hindering) economic growth and jobs, and what new charts and guidance Fed policymakers make available to the public.
Tom Siems is an assistant vice president and a senior economist in the Financial Institution Relationship Management Department at the Federal Reserve Bank of Dallas. In this capacity, he partners with economists in the Fed to gather information on emerging trends and policy issues of interest to financial institutions in this region (Texas, northern Louisiana and southern New Mexico). He also oversees economic outreach efforts that provide additional opportunities to listen and learn from the region's constituents. Siems teaches operations research and management science courses in the Bobby B. Lyle School of Engineering at Southern Methodist University and is the Lyle School's chief engineering economist. Thomas earned a BSE in industrial and operations engineering from the University of Michigan and an MS and PhD in operations research from SMU. He is also a graduate of the University of Michigan's Public Finance Institute, the University of Colorado's Graduate School of Banking and SMU's Graduate Marketing Certificate program. Siems has published more than 50 articles in various academic journals, books and Federal Reserve publications and is the National Association for Business Economics' only two-time winner of the Edmund A. Mennis Contributed Paper Award. His work has received extensive attention from leading publications, including the Financial Times, the Wall Street Journal, The Economist, USA Today, American Banker, Dallas Morning News, and Investor's Business Daily. Siems has also authored and published five children's picture books, including his newest release in 2009, The Dangerous Pet, which poetically challenges the way the next generation thinks about debt.
When you think of great Leaders, you realize leaders are remarkable people: Leaders stimulate trust, create high performing teams, are innovative, have a vision, and are great communicators. Remarkable leaders are those who lead and develop others by releasing within themselves and others untapped potential. Your leadership development model must be viewed as a process and should engage more than just the participant. In this session we identify steps to developing Remarkable Leadership along with Core Competencies of Remarkable Leaders.
Howard Bufe is Assistant Vice President of OnBalance, a department of Credit Union Resources Inc., a subsidiary of the Cornerstone Credit Union League. OnBalance provides professional planning, consulting and training. Howard also works as a Financial Analyst for ALM Resources a department of the Cornerstone Credit Union League providing analysis, commentary and guidance for individual credit unions. Howard has also provided consultation and training for management and staff of both the Barbados and Jamaica Co-operative Credit Union Leagues. Howard has worked in the Financial Services Industry 30 years. His experience includes Assistant Controller, Financial Analyst, and Trainer. Howard earned his Bachelor of Science degree in Accounting from Lubbock Christian University.
The Cornerstone region, much like the rest of the country, is experiencing a demographic transformation. Our population is rapidly getting younger and more diverse. Driving this diversity is the Hispanic population. Hispanics are the largest, fastest-growing, youngest and most underserved group in the U.S. and represent an untapped market for your credit union. By the year 2050, one out of three U.S. residents will be Hispanic. Today, Hispanics are the largest minority population in Arkansas, Oklahoma and Texas comprising 6 percent, 9 percent and 38 percent of the populations of each respective state. Join us as we discuss key findings from the recently commissioned Cornerstone Credit Union League and Coopera Hispanic Opportunity Report for the states of Arkansas, Oklahoma and Texas. As revealed in the report, we will highlight important demographic characteristics and trends about the Hispanic market, as well as specific market growth areas for credit unions in all three states. In addition, learn best practices in starting or enhancing your credit union’s Hispanic growth strategy from some of your peer Juntos Avanzamos designated credit unions.
Miriam De Dios, a native of Jalisco, Mexico, is CEO of Coopera. Coopera was founded by the late Warren Morrow, a native of Mexico City, who’s passion and drive to provide dignified financial services to underserved Hispanics made Coopera the successful entity it is today. Coopera is owned by Affiliates Management Company, the holding company of the Iowa Credit Union League and is a strategic alliance partner of the Credit Union National Association. Coopera helps credit unions throughout the country grow by reaching and serving Hispanics, while building financial wealth within the Hispanic community. As CEO, Miriam promotes Coopera’s Approach to serving Hispanics throughout the credit union industry. This comprehensive approach has helped credit unions and credit union industry organizations position themselves for long-term growth by serving Hispanics. The idea of a “double bottom line,” where sustainable growth strategies are synonymous with social value is central to Coopera’s mission of partnering with people, businesses, and communities. Miriam has significant experience working in the financial services industry, having worked with State Farm Insurance Companies and John Deere Financial. Miriam is a board member of the national Network of Latino Credit Unions and Professionals and is a member of the World Council of Credit Union’s Global Leadership Network. She works with various local non-profit organizations serving on their boards or volunteering on specific committees, including the Warren Morrow Memorial, Hispanic Educational Resources and Latinas para Un Nuevo Amanecer. She is also a past board member of Des Moines’s ALIANZA Latino Business Association and the Iowa International Center. She is a 2012 recipient of the World Council of Credit Union’s Young Credit Union People Program (WYCUP) scholarship and award, a 2010-2011 Leadership Iowa class graduate and a Des Moines New Leaders Council fellow. Miriam has also taught English as a Second Language classes to first generation immigrants as an Adjunct Professor for Des Moines Area Community College. She earned her bachelor’s degree with honors from Iowa State University and is also a graduate of the Harvard Business School executive education program, Leading Change and Organizational Renewal.
Technology and experience-driven disruption in the payments industry is the new status quo, and is forcing credit unions to reconsider how to best address the payment needs of their members. This session on emerging payments focuses on the business impacts of these new technologies, new entrants in the payments space, and how credit unions might respond to these market forces. In this session you learn strategic insights and considerations, and tactical guidance for navigating the changing world of payments.
Ryan has been employed at CO-OP Financial Services since December 2010. With more than 18 years of credit union experience, Ryan has worked as a teller, loan officer, Vice President of Marketing and COO. At CO-OP, Ryan is responsible for keeping his finger on the pulse of trends in financial services, and vetting demand for new products and services for credit unions.
Ryan holds a bachelor’s degree from the University of California, Irvine and a Master’s in Business Administration from California State University, Fullerton. In 2011, Ryan earned his designation as a DMA Certified Marketing Professional. And in 2014, Ryan earned a certificate in Project Management from California State University, Fullerton.
We are gradually coming out of unprecedented economic times and retaining existing members while attracting new members is a major challenge. Members have expectations and by understanding those expectations it will make your job much easier. However, what about those who are not members?
There is a pool of consumers that do not know the benefits of belonging to a credit union or how to join. Finding avenues to attract new members can be a challenge. One way of doing just that, is with “Lifestyle Lending”. This presentation deals with the opportunity to not only gaining new members but to increase your loan portfolio. Specific topics for this program include:
Don’t miss this opportunity to gain an insight to this relatively new type of lending.
John Baptista Jr.’s experience combines over 35 years in the financial industry, including 30 years in management, and over three decades as a trainer and consultant. His lifetime of customer relations and ‘real world’ experiences, provide a new learning dimension to each of his programs and training seminars. He is an alumnus of the University Of Southern California and the University of San Diego. As the youngest branch manager in the history of one of the largest California Banks, John recognized early the importance of customer service. From over 2000 employees, he was ranked in the top 10% for providing the best in customer service.
Financial crimes using the Internet have dramatically increased. The use of crime-ware applications like Zeus, Phoenix, Spy-Eye and Citadel have reaped havoc against banking institutions and their customers. Steve explains how these applications in combination with social engineering and hacking techniques are leveraged against you and your credit union. This session covers actual cases that involved these applications as well as explains in detail how the crimes were committed.
Additional content includes:
Steve Stasiukonis serves as President of Secure Network Technologies, focusing on Penetration Testing, Information Security Risk Assessments, Incident Response and Digital Investigations. Steve has worked in the field of Information Security for over fifteen years, specializing in the use of technology to identify information security vulnerabilities, assessing risk and the collection and interpretation of digital network intelligence. As a part of that experience, Steve is an expert in Social Engineering. He is listed in Wikipedia as one of the most notable Social Engineers and has written and demonstrated actual social engineering efforts involving pretexting, phishing and physically compromising financial institutions, data centers and other highly secure operations and facilities. Steve carries numerous security certifications by various organizations and also serves as a columnist for Information Week magazine and DarkReading.
Session description coming soon.
Pablo DeFilippi leads the Federation’s membership development and engagement strategies and manages CU Breakthrough, a network of community development finance practitioners that provide valuable consulting services to CDCUs. Pablo has more than 20 years of experience in community finance, working with regulated financial institutions both in the domestic and international arena. Originally from Chile, Pablo came to the US in the early 90s and almost immediately became involved in credit unions. After working at MCU, a large credit union serving New York City employees, he joined the Lower East Side People’s FCU (LESPFCU) a credit union serving Hispanics and other underserved populations in the New York City area and acted as its CEO until early 2004. From then and until the end of 2005, Pablo managed the World Council of Credit Unions, Inc. (WOCCU)‘s International Remittance Program (IRnet), a world-wide initiative to provide alternative remittance services to consumers both in the US and in recipient countries through the credit union system. Pablo holds a B.A. in Social Studies from Universidad de Chile, as well as Professional Accounting Certificates from Baruch College and New York University. He has a Masters of Business Administration from Pace University, and is a graduate of CUNA’s Management School and NCUF’s Social Impact Management Institute. He is also a Credit Union Development Educator (CUDE) and a UK Credit Union Development Educator.
There will be huge turnover of CEOs in the next five to ten years. Are you ready for it? Learn the roles and responsibilities of the board and the CEO in succession planning. This session will provide the steps to developing a comprehensive plan for both the CEO and Senior Management.
Yvonne Evers, ACC, is Owner and CEO of YME Coaching & Consulting, LLC located in Madison, WI. The mission of YME is to help executives and board members drive organizational success with confidence and ease. This mission is accomplished by ensuring that organizational leaders and board members have the knowledge and resources that they need to be successful. Yvonne is the creator of SUCCESSION, a unique online tool used for board and CEO succession planning. She is an author and a sought-after speaker. She has been assisting executives and boards for over 20 years, and has served as a board member for the University of Wisconsin Credit Union for the past 15 years.
Employee dishonesty is a constant threat to all credit unions regardless of asset size, operational complexity or number of employees. Inadequate internal controls, monitoring, oversight and a complacent attitude towards risk management are all contributing factors. This session focuses on areas of vulnerability and taking appropriate measures to ensure your credit union’s internal controls mitigate risk.
Ken Otsuka is a senior consultant, Risk Management in the Credit Union Protection Risk Management department for CUNA Mutual Group. In this role he assists credit unions in identifying areas of risk in their operations, and recommends appropriate loss controls to reduce loss exposure. Otsuka joined Risk Management in 1990 after spending eight years as an auditor with another insurance company and is also responsible for researching and analyzing emerging risks for product development along with developing resource and other training material for credit unions. A graduate of Northern Illinois University, Otsuka earned a bachelor’s degree in accounting. He received his Certified Public Accountant (CPA) designation in 1982. Otsuka is frequently asked to speak by various organizations on a variety of fraud and compliance topics. He also provides training for credit union employees. Otsuka is considered an expert on Federal Reserve Regulation CC and often conducts training seminars on the regulation.
Thursday, September 4, 2014
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!
Wednesday, September 3, 2014
Canyon Springs Golf Club
24405 Wilderness Oak
San Antonio, Texas
Deadline to register is Thursday, August 28.