Calling all CU professionals, age 35 and under! Engage together at the 2014 YP Conference as we “Get Stuff Done”. This GSD Conference is geared towards credit union professionals who COLLABORATE with other YPs to be a voice in the CU movement, EDUCATE others about the value of their generation, and ACTIVATE to play a role with the credit union difference in their communities. Help take this movement to the next level and ENGAGE!
Early Bird Rate
on or before June 13
after June 13
Registration Fee includes: All general sessions and breakout sessions, CSR networking event, continental breakfast, 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 July 24, 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.
Hilton Fort Worth
815 Main Street
Fort Worth, Texas 76102
Extended to July 18
When calling to make a reservation, use the group code CYPC to receive the special rate.
Thursday, August 7
Bring NEW school supply items to registration and receive a ticket for the cash drawing at the end of the YP Conference. C'mon ya'll! Let's Get Stuff Done!
Lunch is on your own
12:30 p.m. - 1:45 p.m.
1:45 p.m. - 3:30 p.m.
3:30 p.m. - 3:45 p.m.
3:45 p.m. - 5:30 p.m.
Serve to be Great: Leadership Lessons from a Prison, a Monastery, and a Board Room
Featured Speaker: Matt Tenney
Engaging Young Adults. Why are You Important? And How Can You be a Drive for Positive Change at Your Credit Union?
Featured Speaker: Mollie Bell
5:30 p.m. - 6:30 p.m.
Fort Worth YP Meet Up
Evening on your own
Friday, August 8
8:00 a.m. - 8:30 a.m.
8:30 a.m. - 10:00 a.m.
YP Alumni Panel Discussion - How to be Engaged
10:15 a.m. - 11:15 a.m.
Breakout Sessions 1 (more info coming soon)
The Ultimate Success Habit: How Mindfulness Improves Performance, Profitability, and Well-BeingSpeaker: Matt Tenney
Getting Social Media Right - or Less Wrong
Speaker: Michael Ogden
How the Heck Does the CEO Manage the Balance Sheet?
Speaker: Mike McGinnis
11:15 a.m. - 11:30 a.m.
11:30 a.m. - 12:30 p.m.
Breakout Sessions 2 (more info coming soon)
A Parade is Marching Through Your Credit Union
Speaker: Gina Wilson
(Missing the) Revolution
Speaker: Michael Ogden Understanding Other People
Speaker: Phillip Crocker
12:30 p.m. - 1:45 p.m.
CEO Roundtable Lunch
2:00 p.m. - 3:15 p.m.
Become tomorrow’s leader today. Tomorrow’s high-tech, uber-social and multi-generational marketplace is forcing every leader and brand to embrace today’s shifting trends. Trends include blogging, gamification, social media, big data, personal branding, content marketing, mobile technology, podcasting and all things Millennials. Today’s multi-generational & digital age require that a new leader rise. Leaders must become aware of today’s leadership shifts, understand the next generation’s leadership expectations, and learn what it takes to become a strong digital leader and growth catalyst. Are you prepared to lead in today’s culture of perpetual beta? Change is inevitable but the development of next generation leadership skills must be intentional.
Ryan is an internationally recognized Millennial speaker, blogger, author, and podcaster who equips his online and offline audiences to leverage next generation tools, trends, and talent to thrive in tomorrow’s multi-generational marketplace. In addition, Ryan is a John C. Maxwell Certified Speaker and Founding Partner.
Being a Millennial himself wasn’t enough to fully grasp the magnitude of change the Millennials cause as they flood the marketplace, so he interviewed hundreds of Millennials to better understand their behavior, strengths, employer expectations and career desires. He also helped a Fortune 10 company re-work their branding strategy in order to acquire the next generation of top talented leaders. Ryan has also written the book, “The GenEdge: Leveraging Millennials with A Next Generation Mindset” that empowers leaders to think different about the emerging generation in order to capitalize on their size and unique skills.
Credit unions are becoming increasingly aware of the growing importance of recruiting and retaining the next generation of credit union leaders. The very future of our movement is in the hands of these young adult professionals. But young credit union professionals can often feel distanced from their credit union and not enough of them feel they can own and drive positive change and real impact in their credit union. So, how do we fix that?
During this session we will journey through Filene research and learnings on young adult professionals - what do you leaders and future leaders want and need, what do credit unions need, and how can we all engage in a way that drives lasting impact for our movement.
As chief engagement officer, Mollie develops and fosters relationships while growing awareness of Filene's research and innovation in the marketplace.
Mollie brings a wide spectrum of experience to Filene with past roles involving people leadership, strategic thinking, and get-it-done implementation. She comes to Filene from CUNA Mutual Group, where she served as vice president of the Program Management Office, a business-focused implementation function. Prior to that, she served as a consultant, secondary public school teacher, sales associate, and business owner. She earned her law degree from the University of Texas School of Law and BBA from Lamar University.
In this inspiring yet content-rich program, Matt Tenney introduces the power of servant leadership through his story of spending 5.5 years confined to military prison for arranging an unauthorized delivery of government funds, learning to be happy with nothing, living like a monk for over 3 years, and discovering the power of a life devoted to serving others.
Matt will show you how to improve your capacity for servant leadership, and how that shift results in greater success as a leader as well as greater happiness. Drawing on insights from his experiences as a prisoner, monk, and social entrepreneur, as well as from some of the best workplace cultures in the world, you'll walk away with powerful ideas and tools for developing the leadership skills that result in highly engaged, highly innovative, highly successful teams.
After attending this program, participants will have proven tools to help them:
Mindfulness training is now being offered by numerous, highly successful companies such as Google, Facebook, General Mills, Apple, Deutsche Bank, Intel, and many others. In this highly interactive session, you’ll find out why.
This session focuses on the inner work that results in being much more effective as a leader. You’ll learn how the simple practice of mindfulness can help you reduce expenses related to illness and lost workdays, improve performance at work as a leader, improve decision making, and much more.
Matt Tenney is the author of Serve to Be Great: Leadership Lessons from a Prison, a Monastery, and a Board Room. He is also an international keynote speaker, a trainer, and a consultant with the prestigious Perth Leadership Institute, whose clients include numerous Fortune 500 companies. He works with companies, associations, universities, and non-profits to develop highly effective leaders who achieve lasting success by focusing on serving and inspiring greatness in the people around them. Matt envisions a world where the vast majority of people realize that effectively serving others is the key to true greatness. When he's not traveling for speaking engagements, he can often be found in Nashville, TN.
Even on the heels of the great recession, nearly 88% of 18 to 34 year olds say they earn enough money now or are optimistic they will in the future (Pew Research). Why? When the economy cracked, the world reacted. Inflated education costs sparked open ed. Dried up small business capital birthed crowd funding. Necessity drives disruption, and legacy industries like consumer finance are being disrupted. A new kind of consumer is embracing collaboration, technology and activism to create the next generation of economic and social development.
When Brent Dixon was a kid, he wanted to be a tractor. That didn't work out, and now he's a designer, researcher, musician and educator based in Austin, Texas.
Brent has spent the last couple of years advising on behalf of The Filene Research Institute and founding The Cooperative Trust, a grassroots network of hundreds of young people fighting for the future of socially responsible finance. He was the 2012 Future of Finance Teaching Fellow at Singularity University - an innovation incubator founded by NASA and Google - and mentored 80 students from 36 countries on using disruptive technology for solve global challenges.
Outside of credit unions, Brent organizes hands-on art, design, and technology workshops with kids and is the Vice-Chair of The Cooperative Food Empowerment Directive, a network that empowers students to create ethically-sourced, cooperatively-run food enterprises on college campuses.
He's currently working on his Master of Fine Arts in Design at the University of Texas.
His work is driven by a fascination for what makes people tick.
Social media has been a slow-growth oddball for the credit union industry. There are a select few credit unions doing social media brilliantly....others, not so much. This session will take a look at the problems and solutions to get social moving in the right direction. Why? Because this is our marketing and branding reality! Social media is difficult to keep up with and implement in a heavily-regulated industry. It's time to put that fear of social media behind us. This session gives an honest look at how social media is being done in the credit union world and how they're being used well, or not so well. This session will lead to how your CU can learn from the social media mistakes being made and how to make better social connections with members and the community. It's a wide-open, interactive conversation instead of just a presentation!
The credit union industry had a great #BankTransferDay run, but we missed the boat and the point. It's time this industry realizes that social media isn't going anywhere and we need to stop using it like its some novelty. There's real power for a revolution sitting inside our smartphones. Stop playing to the middle and start finding the outliers. This session goes over the power of individuals and small businesses on social media. Michael shows you the discussions that must happen with CU leadership and convince them that it's time to get with the social media program. Take a look at where the fringe audience sits and how we can bring them in as CU spokespeople! The middle-of-the-road or "safe" audiences are doing nothing for your credit union. This is the first presentation like this in the industry and it's a completely honest look at ourselves, what we are missing and how to start our revolution!
For the past three years Michael has been the Digital Media Manager for CUNA Mutual Group. Before this CUNA Mutual Group, Micheal was in PR/Social Media for years working with telecommunications companies as well as national and international accounts.
Moving up the ladder into senior management requires an understanding of how a credit union’s balance sheet is managed. This session discusses how a typical CEO manages the asset portfolios of the credit union and how risk and earnings decisions are made.
As staff advances through the ranks it is important to have a broad perspective of how decisions are made relative to balance sheet management. Mike discusses the risks associated with balance sheet management and provides a base understanding of portfolio management. Attendees will leave the session with an understanding of the how the investment and lending portfolios are managed and the role of asset liability management in the decision process. Not often does up and coming credit union staff have the opportunity to see the risks, challenges and perspective guiding senior management decisions.
As the vice president of investment sales for Catalyst Strategic Solutions, Mike McGinnis coordinates the marketing and sales functions of all Strategic Solutions investment services products. When Mike joined the investment services group at Catalyst Corporate in 2004, he brought 12 years of investment experience with him, seven of which were in the credit union industry. Throughout his time within the credit union movement, he has served in numerous capacities and maintains relationships with credit unions throughout the nation. Mike holds a bachelor's degree in economics from Southeastern Louisiana University, a master's degree in accounting from the University of Texas at Dallas, and has both FINRA Series 7 and 63 licenses.
This session is designed to recognize and understand the generational parade moving through and the impact to marketing. The parade is happening today and we can't slow it down. This session shows the analogy of a holiday day parade in contrast to the generational parade. Recognize the parade is moving through your credit union and finding the optimal buying power of your expanding markets which most likely are Gen Y and beyond.
Gina Wilson is President & Chief Executive Officer of Oklahoma Central Credit Union. She has 30 years of experience in the credit union industry; offering a wide range of services commonly associated with commercial banks, savings and loan associations and other financial institutions. She has held numerous positions over her tenure and assumed the Presidency of OCCU in 2001.
Humans are strange creatures that are rather difficult to understand, even if you happen to be one yourself. How many times are we frustrated with other people we live or work with? You would think by 2014, we would have all this worked out by now. However, “Getting Along” with other people remains a slippery slope to navigate. Just think about what you could truly achieve if you knew how to control your reactions and understand why others are the way they are. You would probably be a rock star – right? In this session, discover how to understand what’s happening in your relationships with others, and learn how to turn this understanding into a real competitive advantage. Did you know that emotional intelligence still remains one of the top skills needed by employers today? Come discover how to provide value to your credit union, and obtain more meaningful relationships with others.
Phillip Crocker is the Training Manager & Financial Educator at Resource One Credit Union for over eleven years. Phillip has many years of experience in Training, Facilitation, Public Speaking and Financial Education, and his list of accomplishments continually grow as he positions himself in the community. Phillip holds a BBA in Business Management from Amber University and is a Certified Financial Counselor through the Credit Union National Association. In both 2008 and 2009, Phillip received the Texas Focus Award from the Texas Credit Union Foundation (Now CCUF) for his works in financial education. His passion is to help people better themselves and to help them discover how to achieve personal and financial success.