Calling all CU professionals, age 35 and under! Come together at the 2015 YP Conference as we "Get Stuff Done". This GSD Conference is geared towards credit union professionals who are tuned into the cooperative movement, plugged into the CU philosophy of people helping people and who have a desire to score big with the credit union difference in their communities. Help take this movement to the next level and Walk This Way!
Early Bird Rate
on or before July 31
after July 31
Registration Fee includes: All general sessions and breakout sessions, networking event, continental 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 $50 processing fee per person) are granted for cancellations received in writing on or before August 3.
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.
2024 Seawall Blvd.
Galveston, Texas 77550
Room Rate Deadline: July 31
Group Code: Cornerstone League YP Conference
Thursday, August 20
Corporate Social Responsibility Event: Our Daily Bread Shelter
Lunch is on your own
12:30 p.m. - 1:45 p.m.
1:45 p.m. - 3:30 p.m.
Opening General Session
At Your Best: How to Elevate Your Image and Inspire Others with Your Attitude and Actions
Featured Speaker: Crystal Jonas
3:30 p.m. - 3:45 p.m.
3:45 p.m. - 5:30 p.m.
Making the Case for Youth Leadership in Credit Unions
Featured Speaker: Chad Helminak
5:30 p.m. - 6:30 p.m.
Walk This Way - Networking Reception
Galveston YP Meet Up
Evening on your own
Friday, August 21
8:00 a.m. - 8:30 a.m.
8:30 a.m. - 10:00 a.m.
10:15 a.m. - 11:15 a.m.
Breakout Sessions 1
1. Digital Security
Speakers: Idrees Rafiq & Andy Tripp 2. Young Professionals Panel Discussion
3. Doing Well by Doing Good - Using the Cooperative Principles to Grow Your Credit Union Speaker: Christopher Morris
11:15 a.m. - 11:30 a.m.
11:30 a.m. - 12:30 p.m.
Breakout Sessions 2
4. Let's Talk Retirement and Your Money Habits - Yes, Even as a Young Professional!
Speakers: Courtney Moran & Emily Moreno
5. Member Loyalty/Engagement
Speaker: Jamie Lovell
6. Mobile Payments
Speakers: Brad Ganey & Robert Gallman
12:30 p.m. - 1:45 p.m.
CEO Roundtable Lunch
2:00 p.m. - 3:30 p.m.
Closing General Session
Taking it Home: Leadership Lessons & Staying Engaged
Featured Speaker: Christopher Morris
Every day is a struggle for individuals suffering from mental illnesses and homelessness. CHRISTUS Our Daily Bread provides guidance and structure to clients who are homeless, assisting them as they develop a plan of action to get back on their feet.
Clients at the center are provided nutritious meals, clean clothing, and the necessities of personal hygiene.
You’ve chosen deeply meaningful work. Credit unions are, after all, the embodiment of financial democracy. You have a golden opportunity to make a positive, lasting difference in the lives of others.
This program is valuable because it shows you exactly how to raise your self-awareness so you can have a more clear idea about how you are perceived by others. It also gives you clear guidance on how you can self-manage so, no matter what the challenges, you can be who you are, at your best.
This participant-centered, highly interactive program will give you just what you need to elevate your attitude and actions and make sure you’re consistently being professional and personable. In bringing your best to work, and being resilient you can more positively influence your co-workers and more profoundly serve your members.
You’ll learn how to:
This session will reveal:
Crystal Jonas is the president of Tap Your Genius, Inc., an international company specializing in training and developing individuals and organizations in the areas of Employee Engagement, Emotional Intelligence, and Leadership. As a consultant, seminar leader and executive coach, Crystal helps you be who you are at your best so you can quickly achieve your personal and professional goals. Crystal has won 4 national awards for training. One award was for her class she created on “Accelerated Learning Skills” for the US Air Force Academy. An eight-time published author, Crystal has spoken to over 120 audiences every year for over nine years.
Credit unions have spent years trying to market to young adults, but have spent comparatively less time engaging them - especially young adults within their ranks. But that is changing and credit unions are seeing great results! This session explores best practice and research that demonstrates the value that young leaders can provide to credit unions, and what can be done to amplify these efforts within the industry.
As Impact Director, Chad takes the best of Filene’s research and innovation and works with credit unions to implement key findings that will impact their members and organization in meaningful ways. Chad brings nearly 10 years of credit union experience to Filene and most recently served as Vice President of Development at the Wisconsin Credit Union League. Over the years, he's directed state and national projects involving credit union advocacy, public relations, community and member outreach, and young professional development. He is certified as a Credit Union Development Educator (CUDE) and has mentored CUDE programs for industry leaders in the United States and Africa. He was recognized as a Trailblazer 40 Below by Credit Union Times and earned a Rock Star Award from Credit Union Magazine.
Cyber security has become a hot topic across all industries. Attacks are increasing in numbers and sophistication. Some experts liken the environment to the Wild Wild West.
Nations are fighting secret battles, corporate espionage has moved to the world wide web.
What does it all mean?
This session will cover:
Idrees Rafiq, Jr. is currently the AVP IT Consulting with Financial & Technology Resources, Credit Union Resources, Inc. He has been with CURI since 2005. In his current position, Idrees provides information technology services and consulting to credit unions of various asset sizes ranging from $2 million to over a billion. He specializes in physical, administrative, and technical security consulting addressing compliance elements of NCUA Relegation Part 748 Appendix A and B. Idrees is also experienced in network architecture, infrastructure, administration, management, and support. Prior to joining CURI, he was an IT Manager, Project Manager, and Director of Purchasing for a multi-million dollar international information technology department. Idrees has a BAAS, Bachelor of Business Management from Howard Payne University and is currently working on his MBA in Management at Our Lady of the Lake University.
As Senior Vice President/Chief Technology Officer, Tripp oversees the Information Technology department, which includes coordinating infrastructure and service delivery, as well as setting the credit union’s technological direction for the future. Tripp has over 15 years’ experience in both Information Technology and management with a diverse background in various industries that include gaming, banking, digital entertainment and mobile workforce communications and management. Tripp serves on the Executive Committee for the Cornerstone Credit Union League’s Technology Council, the Board of Directors as Secretary at Emergency Infant Services, and recently chaired the Charitable Committee for the Tulsa Run. Tripp has a bachelor’s degree in Management Information Systems from Oklahoma State University and numerous certifications including Certified Information Systems Security Professional, Microsoft Certified Systems Engineer in Security, Security+, Network+ and previously held a Cisco Certified Network Professional. Tripp will attain his Master in Telecommunications Management in the Fall and recently completed the Harvard Business School’s HBX course in Disruptive Strategy.
Is your credit union aware of the quickly rising use of mobile payments? Is your credit union working on a mobile payments strategy? The future of payments is already here, so ensure you are in the know and assist your credit union in this transition. Join the discussion surrounding this rapidly changing space for financial institutions and walk away with knowledge to implement into your credit union to serve your members better.
Brad has more than 25 years of experience in the financial services industry and offers the following expertise:
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.
Robert Gallman is the Member Service Director for the Cornerstone Credit Union League. He provides assistance to member credit unions in several capacities including assisting the Compliance Staff with bill reading during legislative sessions, assisting General Counsel with legal projects and contract review, management support to the Cornerstone League’s Hispanic Outreach Initiative and provides assistance to Advocacy via Chapter Program management. He has extensive experience working in both a legal and consulting capacity.
He has been published twice in the SMU Science and Technology Law Review for his writings concerning corporate and trademark law. Mr. Gallman played on the ATP Tennis Tour for two years where he earned a singles and doubles ranking in the top 900 in the world.
Mr. Gallman holds a B.A. in Corporate Communication, Business Administration and Spanish from Texas Christian University, a J.D. from Southern Methodist University and a LL.M. in Corporate Finance from Southern Methodist 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.
Regardless of our ages, we all plan to retire at some point in our lives. The advantages and importance of saving early and preparation are two of the most important financial education lessons.
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$. Additionally, you will explore the type of lifestyle you wish to pursue in retirement and begin linking it to your financial plan through a Retirement Fair, an experiential learning experience.
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.
Emily Moreno joined the Cornerstone Credit Union Foundation in February 2015 as the Grants Manager and Foundation FOCUS Network liaison.
Emily is continuously building and maintaining relationships with credit union and community organization grantees. She ensures that all grants convey the Foundation’s mission while producing the most impact.
Her work as staff liaison to the Foundation FOCUS Network allows her to connect individuals from credit unions, schools, and partner organizations in the Cornerstone region who all share the same passion for financial education.
Prior to the Foundation, Moreno served as the credit union relations administrative assistant for the Cornerstone Credit Union League. She has worked closely with the Cornerstone councils, committees, YP advisors, and the board of directors since the beginning of her credit union career in 2008. Emily recently completed the Cornerstone League’s Credit Union Principles and Philosophy workshop, a short journey through the international and cooperative credit union operating principles and why we as credit unions do what we do.
Emily is committed to serving others and sharing her own passions through her work with the Foundation.
Credit Unions can’t always effectively play "keeping up with the Jones" when it comes to technology deployment making it difficult to drive member loyalty and wallet share. In this session you will learn about tools and resources to create memorable experiences driving value and therefore loyalty. Bring your game face and be ready to have some fun while learning about a key competitive advantage Credit Unions all share.
As a consultant to the financial industry, Jamie helps Credit Unions marry people, process and technology. As an experienced retail and lending leader he has experience driving member and team member engagement through value added activities with a focus on key behaviors. Jamie brings over 10 years of experience leading retail branch teams and most recently as AVP of Consumer Lending for Amplify FCU in Austin helped redesign the lending process and increase the consumer lending portfolio through effective change management.
Aside from the economy, the landscape that most affects the operation of your credit union is the political one. As a young professional, it’s vital that you develop an understanding of effective strategies for advancing your credit union’s political influence. A key element is conducting effective meetings with a lawmakers, locally or in the Capitol. During this session we will walk through the steps of scheduling a meeting, discussing legislative issues and delivering an impactful message on behalf of your credit union.
Jim Phelps joined the Cornerstone Credit Union League in 2004 after spending several years in the financial services industry. As Senior Vice President of Advocacy 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 joined the League’s Advocacy Department in December of 1998. She serves as the Executive Director of the Texas Credit Union Political Action Committee, responsible for raising money to support pro credit union candidates for office. Throughout her tenure, contribution receipts to the PAC have grown steadily, exceeding the $400,000 mark for the first time in 2011. For the past three years Texas’ CULAC efforts have been recognized at the federal level for raising more money than has ever been raised by a state league in the history of CULAC. In addition to Gretchen's responsibilities for PAC, she is also responsible for raising funds for League hosted candidate events. She serves as a CULAC Trustee for the state of Texas as well as on the CULAC Executive Committee.
Gretchen is a graduate of Southern Illinois University in Carbondale, IL.
You won’t want to miss this interactive session on how your credit union can grow and thrive through the cooperative principles. 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. Many credit unions develop principle-centered initiatives and generate positive economic results for their members, the community and the credit union itself. You'll leave with information on how you can develop a more cooperative purpose-driven credit union to grow and thrive.
So now what? In this session, you'll hear from a certified Credit Union Magazine “Rock Star,” Credit Union Times Trailblazer 40 Below & winner of the World Council Young Credit Union People (WYCUP) scholarship winner on making a difference personally and professionally back at your credit union organization. Christopher will draw from research and his experiences at CUNA, the National Credit Union Foundation, WYCUP program, The Disclosures and more to give you some tools and guidance to truly “get stuff done!”
Christopher Morris is currently the Director of Communications for the National Credit Union Foundation, which is widely recognized as the charitable arm of America's credit union movement that works as a catalyst to improve people’s financial lives through credit unions. Previously, he was Communications & Web Resources Manager for the CUNA Councils, a national organization for credit union professionals. Christopher was responsible for the Councils' online presence, including all seven council websites, social networking site (CUNA Councils Connect), and other communication tools.
Christopher recently received the Credit Union Times' "Trailblazer 40 Below" award and was profiled as a "rock star" by Credit Union Magazine. In 2013, Christopher was one of five World Council of Credit Unions Young Credit Union People Program (WYCUP) award winners. He also blogs on a number of industry sites, is a former editor at CUwatercooler.com and was a member of Filene Research Institute’s 30 under 30 group.
In 2006, Christopher built cuaid.coop, the first national online disaster relief fundraising system for credit unions. He earned his Credit Union Development Educator (CUDE) designation in 2005 and now assists in management of the program at the Foundation, which helps credit union leaders experience a transformational learning experience and maintain cooperative principles as the foundation of their cooperative business model.
Before entering the credit union system, Christopher was a high school English teacher for a short time and he holds a bachelor’s degree with honors in Teaching of English - Secondary Education from the University of Illinois at Chicago. Additionally, he has worked many years in the food service and retail industries.
Christopher is also a veteran of the United States Army having been stationed in Bamberg, Germany and was involved in NATO peacekeeping operations in Boznia-Herzegovina in 1997.
Outside of his day job, Christopher is also known as a music-based educator 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. Since the release of their first album of original credit union songs in 2011, entitled “(Hey, We’re) The Disclosures”, Christopher and band mate Chad Helminak presented highly-rated education sessions and music performances to credit unions, chapters, trade associations and vendors across the nation. Their latest album, “The Secret to Being Rich”, was released in December, 2013 and is focused on youth financial literacy.