Network with a team of like-minded young professionals leading the pack.
Take the field of higher education as you master the ropes of the Credit Union Movement.
Advance in the field of your expertise while learning from industry experts.
on or before June 30
after June 30
Registration Fee includes: All general sessions and breakout sessions, CSR networking event, full breakfast, plated lunch, and all refreshment breaks, PLUS a chance to win a cash prize at the end of the closing general session (you must be present to win).
Cancellation Policy: Substitutions are always welcome. Registration fee refunds (less a $150 processing fee per person) are granted for cancellations received in writing on or before July 18, 2017. No refunds will be granted after July 18.
Grant Assistance: The Cornerstone Credit Union Foundation is accepting scholarship applications for League training events based on financial need. Applications must be received by application deadlines. Please visit the Foundation's website to view all grant applications, guidelines and deadlines. Contact Emily Moreno, Foundation Grants Manager, at 469-385-6483 for more information.
The Skirvin Hilton
One Park Ave.
Oklahoma City, OK 73102
Room Rate Deadline: Monday, July 3
Group Code: CCUL
Monday, July 31, 2017
Lunch is on your own
12:00 p.m. - 1:00 p.m.
1:00 p.m. - 2:45 p.m.
2:45 p.m. - 3:00 p.m.
3:00 p.m. - 4:30 p.m.
4:30 p.m. - 5:30 p.m.
YP Meet Up in the hotel lobby
Evening on your own - enjoy the sights and sounds of Oklahoma City!
Tuesday, August 1, 2017
8:30 a.m. - 9:30 a.m.
Six Crucial Characteristics of Successful Young Leaders
Josh Allison, Think Café
9:45 a.m. - 10:45 a.m.
Breakout Sessions 1
1. Millennial Bootcamp - Reverse the Flow of the Typical Generational Conversation
Phil Gwoke, Bridgeworks
2. Raise My Influence - Advocacy in Your Credit Union
Jim Phelps, Cornerstone Credit Union League
Gretchen Ziegler, Cornerstone Credit Union League
3. Video is THE New Language
Holly Arter, Braid Creative & Consulting
10:45 a.m. - 11:15 a.m.
11:15 a.m. - 12:15 p.m.
Breakout Sessions 2
4. Team Boost! Tips, Tools, & Tricks for a More Fulfilling Life
Josh Allison, Think Café
5. The ABCs of ALM
Debbie Rightmire, Cornerstone Credit Union League
6. From Front Line to Leadership
Panelists: Shelli Schroeder, SVP, Chief Operations Officer, Oklahoma Central CU
Cindy Brown, Branch Manager, TTCU The Credit Union
12:15 p.m. - 1:45 p.m.
2:00 p.m. - 3:30 p.m.
Closing General Session
When Generations Connect - Communicating Across Generational Divides
Phil Gwoke, Bridgeworks
The Cornerstone Young Professionals are happy to partner with Positive Tomorrows as part of their corporate social responsibility (CSR) for the 2017 Cornerstone YP Conference.
As Oklahoma's only elementary school specifically for homeless children, Positive Tomorrows gives kids stability and a quality education while their parents get the support they need to create a better life. For over 25 years, they have filled our scrapbooks with countless success stories, but the need continues. Together we can break the cycle of homelessness and poverty.
Positive Tomorrows is committed to clearing a path for students by removing the hurdles they face in developing academically and socially.
The determination to break the cycle of poverty isn’t just limited to the education they provide. They know that a stable and secure family life will help students stay on course academically. To foster that stability, Positive Tomorrows has programs in place to help families find shelter, food, and clothing.
The school provides the best possible education through the execution of three measures: testing, individual attention, and customized learning plans.
The day doesn’t end once classroom instruction is over. Students stay at school for a daily after-school program and during school breaks for day camps.
The Cornerstone YP Advisors are very excited to have the opportunity to help Positive Tomorrows. As a conference attendee, you are encouraged to get involved and contribute by donating items from the list.
If you were unable to donate items from the list, monetary donations are acceptable. Please visit www.positivetomorrows.org for more information.
Join members of the YP Advocacy Committee as they team up with Cornerstone’s Advocacy staff to show you ways to become an effective advocate for your credit union. Attend this session and gain the knowledge and encouragement necessary to make your voice heard on the legislative and regulatory issues impacting your credit union and members.
Learn from a Panel of YP Leaders
Most young, new employees aren’t typically thought of as leaders in the workplace. Not only do they inhabit a lower spot in the office hierarchy and have yet to develop experience and skills, but are also sometimes too timid and insecure to assume a leadership role. With the right attitude, an observant eye, and a desire to learn, any young professional can prevail early on.
During this session attendees have the opportunity to ask questions and hear from a panel of young professionals who started at the teller line or back office support and have succeeded to a leadership position within their credit union.
The credit union industry is driven by influence from the tenured, the emerging and those who are looking to make a difference. We will talk about building influence, creating raving fans, managing your boss, and developing a network to help you catapult your leadership goals. This session will also include our tactical approach to kicking butt as a young leader. It is all about: Cooperation, Competence, Communication and Courage.
Dr. Brandi Stankovic is an organizational change expert, motivational speaker, professor, artist and Mommy who inspires firms globally with her models of leadership, engagement, and award-winning education. She is the coauthor of The Strategic MVP, a book of 52 Growth & Leadership Tools designed to help executives reach their greatest potential. Brandi is a senior partner at Mitchell Stankovic and Associates and spends her time consulting with CEOs and their teams, writing books and articles related to leadership and organizational health, and speaking to audiences from across the globe.
Prior to MSA, Brandi worked as the Vice President of Marketing and Administration for Ventura County Credit Union and the Director of Education at Harland. Brandi is the Young Leaders vice chair for CMN Hospitals Credit Unions for Kids, the HRD Network Board consultant, World Council of Credit Union’s Global Women Leadership Network Sister Society Ambassador USA, volunteer manager at Aid for AIDS Nevada, and a Development Educator CUDE and I-CUDE. She received her Bachelors in Finance and Economics at University of Nevada, Masters of Business Administration from University of San Diego and Doctorate in Organizational Leadership from Pepperdine University.
Is money complicated? No, it is not a trick question!
The truth is, money is very simple – people make it complicated. Money itself is not the problem or the true issue when problems arise. It’s our money habitudes, habits and attitudes related to money that drives our daily decisions.
This session will help you address issues that impact how you save, spend, earn, invest, go into debt, and give away your money through a fun and easy card game, Money Habitude$.
You do not want to miss this opportunity to arm yourself with invaluable tools and resources, for your own personal growth and to share with your loyal members.
Creating financially capable members and communities is truly the People Helping People philosophy and spirit at its core. We should be sharing our expertise and educating our communities because it is truly the right thing to do and based on our simple principle, it is in our DNA.
Courtney Moran joined the Cornerstone Credit Union Foundation in 2004, assuming the role of Executive Director in 2009. Her current focus is to provide leadership and strategic direction based on the goals, philosophy, and mission of the Foundation. Her previous work in the financial services industry includes areas ranging from operations to marketing.
As part of the Foundation FOCUS financial education initiative, Courtney conducts the FOCUS "Train the Trainer" sessions throughout Texas, Oklahoma, and Arkansas and oversees the overall program, which encourages and promotes financial education initiatives among credit unions, educators and partner organizations. Moran also oversees the Foundation's grants and scholarships programs as well as daily operations.
Moran earned her Credit Union Development Educator (CUDE) status in 2009 and her International CUDE designation in 2013, a Nonprofit Leadership Certificate from the Center for Nonprofit Management and Southern Methodist University in December 2011, and became a Certified Credit Union Financial Counselor through CUNA’s FiCEP program in 2012. She serves as a Director on the National Credit Union Foundation board, a member of the Advisory Council and Outreach committee for BizKid$, and serves as an advisory board member of the University of Texas at Arlington’s Financial Literacy and Personal Finance Center.
Courtney was recognized as the National Youth Involvement Board’s “Volunteer of the Year” in August 2006. She also received the Chairman’s Award for her work as the Chairman of the Texas Jump$tart Coalition, presented by the Dallas/Fort Worth chapter of the Financial Planning Association in October 2006. In January 2007, the Cornerstone Credit Union League named Moran the 2006 "Manager of the Year" and most recently, chosen as a Credit Union Rock Star by Credit Union Magazine.
You won’t want to miss this interactive session on how your credit union can grow and thrive through the cooperative principles. What does the credit union movement consist of? What’s the credit union difference really? Credit unions are unique in the financial services market with their cooperative model, but there are many missed opportunities to leverage the credit union difference to help generate growth and financial success. You’ll leave with information on what it means to be part of a worldwide credit union movement and how you can develop a more cooperative purpose-driven credit union to grow and thrive.
Christopher is responsible for the development and execution of strategic communications for the Foundation and also assists with the Credit Union Development Education (DE) program. He is a passionate advocate for credit unions and has been recognized as a Trailblazer 40 Below by the Credit Union Times and was profiled as a "rock star" by Credit Union Magazine. Christopher was one of five 2013 World Council of Credit Unions Young Credit Union People Program (WYCUP) award winners. Outside of The Foundation, Christopher is known as 1/2 of The Disclosures, “musicians with a mission” that have written songs and performed presentations about the importance of financial literacy and social responsibility.
As the retirement trend for existing business leadership continues, more young professionals will be called on for key leadership and impact positions. But far fewer will be called upon for these positions than those who want them. What will separate those who are chosen, and those who are not?
Join Josh as we discuss the six crucial characteristics of successful young leaders and how to leverage them for organizational growth.
Key learning objectives include:
In a world filled with countless demands, requests and ever-increasing priority lists, how do we balance it all? Join Josh for a team-inspiring day filled with life lessons for better relationships, more joy in our work and leadership insights we all could benefit from.
Participants will also participate in key-relationship and trust exercises designed to increase workplace communication, decrease negativity and conflict and build team engagement and group synergy.
Participants will also learn about the:
Josh is the Founder and Chief Ideator for Think Café, a consulting company committed to solutions for the new workplace. He has spoken and worked with organizations from Hawaii to New York and 25 states in between. Josh is a sought after public speaker and trainer, specializing in sales and service, business development and leadership topics for the finance and communication industries. Josh is also a Senior Consultant for FI-Strategies, LLC – one of the nation’s premier finance industry consulting companies.
In the past, Josh partnered with an Emmy winning TV show to develop a financial literacy program for use by schools across the country. In 2013, he worked alongside international credit unions to study best practices in Gen Y engagement in partnership with the WOCCU. In 2014, Josh was recognized as the CUNA Business Development Professional of the Year for the credit union industry. He serves as a CUNA FUSE Institute faculty member, is a graduate of Leadership Spokane and certified as a Credit Union Development Educator (CUDE).
He lives with his beautiful wife and children in Spokane Washington. They are his everything.
Four distinct generations are working together shoulder to shoulder, each with a unique set of attitudes, values and work styles. It used to be that older workers were bosses and younger ones took orders. Now, roles are all over the map and rules are being rewritten. Organizations are feeling the pain of generations as they struggle to manage productivity and morale while maintaining high standards of quality and service in a challenging economy. When Generations Connect demonstrates not only why it’s important to understand what shaped the generations, but why they behave the way they do. Find out how generation gaps hit the bottom line. Learn what to do about the approaching talent gap; grasp the keys to retaining the generations you need most and discover how to convert this form of diversity from an obstacle into an opportunity.
While many generational training sessions talk about how organizations can change their tactics to cater to the new generation entering the workforce, very few teach Millennials about the more experienced employees in their workplace and how best to work with them. This true “two-way street” mindset fosters an environment of respect, effective communication and team synergy. Millennial Boot Camp is an interactive, entertaining educational program for Millennials, taught by a millennial expert on the BridgeWorks team. Millennials will learn first-hand from a member of their own generation about Traditionalists, Baby Boomers and Gen Xers and gain strategies on how to best communicate with each generation.
This session is desiged for 18-30 year old members.
Phil’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.
Vimeo, Boomerang, Hulu, Video is becoming its own language, especially with the younger generations. YouTube has become our go to "How to" teaching us, to do everything from-- fix our cars, to put on makeup. But many credit unions, feel like the video production is beyond their means. This session will look at how video consumption is increasing across platforms, how video is changing the way we communicate and how your credit union can use video from operations to social media.
Holly Arter is a marketing consultant and media strategist with Braid Consulting who helps businesses and organizations adapt their marketing efforts and media dollars to marketing trends – from engaging with millennials, to leveraging social media, to tapping into their best stories and their own people. Arter has twenty years of client and advertising agency experience with regional and national brands, from bootstrap to multimillion dollar budgets. Arter facilitates planning sessions with leadership and management teams, helping them better articulate their focus, understand their dream audience, and plot a vision-driven and budget-wise path to get there.
Aside from the economy, the landscape that most affects the operation of your credit union is the political one. Whether it’s proposed legislation or recommendations of a government regulator, the end result can change the fundamentals of your credit union. It’s vital that you develop an understanding of the system and the most effective strategies for advancing your credit union’s political influence.
During this course students learn:
Jim Phelps joined the Cornerstone Credit Union League in 2004 after spending several years in the financial services industry. As Chief Advocacy Officer he manages Cornerstone’s advocacy department, and is responsible for coordinating the state and federal advocacy programs in Arkansas, Oklahoma and Texas. He also serves as the advocacy advisor to the League’s board of directors.
Jim is a member of the American Association of Credit Union League’s Political Involvement and Grassroots Committee charged with enhancing the political influence of credit unions at the national level. He also helped develop the League’s “Young Professional” initiative designed for credit union professionals under age 35. A proud member of several credit unions, he is a graduate of Northern Illinois University and a Certified Association Executive (CAE).
Gretchen Ziegler is the Vice President of Political Affairs for the Cornerstone Credit Union League. She joined the League’s Advocacy Department in December of 1998 overseeing the grassroots activity for the credit unions in Texas.
Prior to working at the League Gretchen worked for the Republican Party of Dallas County as well as on the Victory ‘98 campaign, the statewide Republican campaign with then Governor George Bush and Lt. Governor Rick Perry. An interest in politics combined with working for an association who puts people before profits seemed to be a perfect match for Gretchen.
In her present capacity she is responsible for fundraising for the Cornerstone Credit Union League’s Political Action Committee (TCCUL PAC). TCCUL PAC provides support for credit union friendly candidates for office in Texas as well as in Washington DC. In addition to fundraising she manages the League’s chapter program across the three state regions.
Every CU professional regardless of position needs to know the fundamentals of asset/liability management. This entry level session covers the ABCs of ALM – two primary concepts essential to understanding your credit union operation and introduction to five key ratios used to monitor the financial condition of your credit union. This basic knowledge of ALM allows you to determine how your position and skills benefit your operation. This knowledge can also point to ways you can contribute even more to the success of your credit union.
Deborah L. Rightmire is Vice President of Asset/Liability Management for the Cornerstone Credit Union League. She manages the operations of ALM Resources and delivers semi-annual ALM analysis and consulting services to credit unions across the U.S. representing over 100 billion in combined assets. She serves as a speaker for CUNA and Leagues across the nation and is a senior faculty member of Southwest CUNA Management School. Debbie joined the Cornerstone Credit Union League in 1979 and is a graduate of the University of Alaska.