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Thursday 7/30 - 2:45pm - 4:00 pm
Over the Horizon: Preparing the for the Near Term Future for Credit Unions (Bob Treadway) No Handouts
It's a confusing yet exciting time for financial services. The converging forces of technological adoption, ramped-up
regulations, unforseen compeition, bright new opportunitiesand ominous disruptors face credit unions large and small.
Futurist Bob Treadway helps you make sense of it all, cut through confusion with blunt observation and straight talk,
and refocus directors and leaders on what really matters: the member
Friday 7/31 - 8:30 am - 9:30 am
Making Google Work for your Credit Unions (Loren Hudziak) No Handouts
This session will explore the underlying technology that powers the Google platorm, and how organizations can
leverage this to their advantage. Going beyond search, this will look at trends Google is seeing in mobile collaboration
and the interconnectedness of the digital aspects of our everyday lives and provide suggestions and resources to
improve how Google sees your organizations's online presence.
Saturday 8/1 9:30 am - 10:30 am
Zap the Credit Union Generational Gap! How to connect, energize & maximize the multiple generations in your Credit Union.
(Meagan Johnson) No Handouts
Never before has their been so many generations in the workplace at the same time. Some may see this as a pathway to conflict, but
Meagan views it as an opportunity for collaboration. She'll use humor, common sense and a dose of reality to help us look at different
ways of training and career management that is relevant to everyone.
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Breakouts Friday 7/31 – 10:45 am – 12 Noon
Hands-On With the Future: Techniques for Tackling What’s Ahead (Bob Treadway) Handouts
For the last 20 years Bob Treadway has taught techniques for anticipation to thousands of Fortune 500 leaders and managers. You’ll try
out those methods in this session that follows from his keynote address. Be prepared to think in the future tense, get better at seeing
around corners and looking at the future in new ways.
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Service is New Sales: 10 Strategies to Deepen Relationships, Fuel Profits & Increase Value (Jeff Rendel) Handouts
A fantastic product may bring members to your door but 2 factors will bring them back -exceptional service and your genuine desire
to become a central part of your member’s lives. By dissecting, designing, measuring and improving the stages and strategies of each
customer's experience, your CU can be more relevant to your members. When you serve first, you sell second cultivating a partnership
that keeps them coming back for more.
Prevent passing the point of no return – Turning around a Failing CU : A Case Study (Pierre Cardenas) No Handouts
How can a credit union that is skidding down a slippery slope make a 180-degree turn and gain traction in the opposite direction?
A strategic pivot is necessary but not without some fundamental core initiatives. Come learn about an actual Case Study where a
real credit union was able to deploy 7 primary points of focus in order to go from a monthly revenue loss to a positive gain in a matter
of months. It is a great story with some foundational financial truths that apply to everyone.
Making Loans to Members with Lower Credit Scores Makes Sense (Jamie Chase) No Handouts
Approving a loan with 18% APR is a miracle for a consumer with 29% APR. Credit unions making these loans have higher yield
on loans, higher ROA, high loan to share ratios, loan growth and organic membership growth. These credit union are improving
the financial lives of their members, making an impact in their communities and thriving. Hear inspiring stories and learn how
they're doing it safely.
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Managing CU Industry Challenges - Trends & Outlook for the Movement (Kirk Cuevas) Handouts
Gain an Insider’s Perspective on where Regulation, Legislation and Marketplace Factors are Taking America’s Credit Unions in 2015.
Kirk will perform an in-depth assessment of today’s credit union environment and providing a realistic but frank overview of the
opportunities and challenges credit unions find in the 2015 environment. Discussion includes the Financial Crisis; the Legacy of
Dodd-Frank; Credit Union Growth in today’s market; the rate of mergers on the horizon and more.
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Breakouts Friday 7/31 - 2:00 pm – 3:15 pm
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The Future of Marketing - What's Hot, What's Not & What 's Passé (Michael Tasner) No Handouts
The marketing game is constantly changing, regardless of the current state of your marketing, it pays to know where the marketing
universe is headed. How are your members expecting to be marketed to? What tactics are driving them to take action? On the
flip-side, what tactics are actually driving them away? This action packed presentation will focus on what up to the minute marketing
tactics are working, which ones are not working anymore, and what tactics you need to start planning for to hit the ground running in 2016.
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A CEO At Every Desk (Jeff Rendel) Handouts
Leadership does not come just from the top of an organizational chart or the executive suite. In the real world, leadership comes
from the middle and front line - right where your members expect it. Jeff will show you how leadership is no longer top-down.
Leadership is now up, down and across organizational charts, departments and job descriptions. Invest in the leadership promise of
your colleagues to respond to change, incessantly improve and without fail - make all leaders successful.
Lending - Rethinking your Lending Policy (Pierre Cardenas) Handouts
Do not underestimate the power of your consumer loan policies. They can determine the level of your lending success not to mention
the culture of your organization. In this session you we will discuss the impact your loan policies have on your lending program and take
a deep dive into some best practices that you should seriously consider incorporating into yours. If you are having lending challenges you
don’t want to miss this session. To make it a truly interactive, hands-on session for you, be sure to bring a printed out copy of
your consumer loan policy with you!
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Using the CU Business Model to Increase ROA (Jamie Chase) No Handouts
While credit unions are not for profit, making a healthy return on assets is essential to our sustainable business model. Credit unions
with the best ROA in the nation are not competing with banks. These credit unions are leveraging their strengths as not for profit cooperatives,
making a difference in their community. Learn how their doing it and see an immediate increase to your ROA in one quarter.
Malware, Mules & Money (Steve Stasiukonis) No Handouts
Financial Crimes using the Internet have dramatically increased in recent years. The use of crime-ware applications such as Zeus,
Phoenix, Spy-Eye and Citadel has wreaked havoc against financial institutions and their members. Steve will explain how these applications
in combination with social engineering and hacking techniques are leveraged against you and your credit unions. The presentation will
cover actual cases that involved these applications as well as explain in detail how the crimes were committed. Steve will teach you what
you need to know to avoid becoming a victim.
Breakouts Friday 7/31 - 3:30 pm – 4:45 pm
15 “Slam Dunk” Tactics to Grow Members (Michael Tasner) No Handouts
Michael's no hold barred approach to marketing will help you stop spinning your wheels and hoping that your marketing tactics will work.
You will be shown 15 laser focused tactics with each focused on one thing - driving the RIGHT members to your credit union. The best
part is that each tactic has been time-tested and proven to work for credit unions both big and small. It's time to take the guesswork out
of your marketing.
Board Succession & CEO Relations - Presentation & Panel Discussion (Jim Kasch & Panel) Handouts
This session will be a panel discussion facilitated Jim Kasch. Jim will kick things off with a short overview of the 4 dimensions critical for
success: Trust, Micromanaging, Clarity, and Communication. He will then facilitate a panel containing both members of Credit Union
Management and Board Members for open discussion and interactive Q&A with attendees.
Prevent passing the point of no return – Turning around a Failing CU - A Case Study (Pierre Cardenas) No Handouts
(Repeated Session by Popular Demand) How can a credit union that is skidding down a slippery slope make a 180-degree turn and gain
traction in the opposite direction. A strategic pivot is necessary but not without some fundamental core initiatives. Come learn about an
actual Case Study where a real credit union was able to deploy 7 primary points of focus in order to go from a monthly revenue loss to a
positive gain in a matter of months. It is a great story with some foundational financial truths that apply to everyone.
The Economy, The Markets & CU Financial Performance (Mike McGinnis) Handouts
An economic overview will be presented with a look at the key indicators and rate forecasts that impact the credit union industry.
Also included will be a look at some thought provoking credit union trends.
Hash Tags to Security Holds: Using Social Networking to Hack a CU (Steve Stasiukinis) No Handouts
This presentation will explain how the use of Social Networking, Media & Internet Blog activity including wall posts, tweets and videos
by and between employees can reveal important company information or even security flaws that can be used to compromise the security
controls of a financial institution. Steve will explain the tools and techniques that are used to mine the data and then how the data is
leveraged against the individuals as well as an institution. Within an hour of this presentation, you will learn how these crafty hackers
steal an identity, defeat the perimeter controls of a network and then ultimately gain physical access to the facility.
Innovative business lending strategies & techniques (CDFI led Panel Discussion) No Handouts
A panel of three business lending experts will provide insights on techniques to streamline the lending process and improve business lending.
The session will cover topics such as the use of modern technology; tactics reach new business owners, and access to government guarantee
programs such as the SBA. The session is best suited for credit unions with business lending experience and will contain valuable ideas for
CUs looking to enter business lending.
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