2017 Annual Leadership Conference Schedule

Conference Home Wednesday, September 20 Thursday, September 21 Friday, September 22

Wednesday, September 20, 2017

7:30 am–2:00 pm Golf Tournament (Breakfast Included) Nemacolin Woodlands Resort
Mystic Rock Golf Course

Noon–7:30 pm Registration Open Marquis Ballroom

4:00 pm–5:15pm Opening Keynote
Winning the Talent Game
Jennnifer Ives, 3Pillar Global
Shaara Roman, MBA, The Silverene GroupHear about the latest research and trends to help you shape your talent strategy to appeal to a multi-generational workforce, including the latest GenZ’s. Jennifer and Shaara will share strategies and client insights on three critical areas: onboarding, performance management, and building a leadership pipeline.
Grand Ballroom

5:30 pm–7:30 pm Opening Reception
Exhibit Hall Open
Marquis Ballroom
Salons 1-3

7:30 pm–10:00 pm Dinner and Lifetime Achievement Awards Ceremony Grand Ballroom

Thursday, September 21, 2017

7:30 am–4:30 pm Registration Open
Marquis Ballroom

8:30 am–9:30 am General Session
Elevating Leadership
Laurie J. Maddalena MBA, CPCC, PHR, Envision Excellence
To operate at an exceptional level, you need exceptional leaders. Effective, exceptional leaders can transform your credit union into a profitable and successful organization with productive, highly engaged employees who provide remarkable service to your members.In this powerful session, Laurie Maddalena will share:

  • Three strategies executives and leaders can implement to break through the leadership challenge cycle and create an organization of exceptional leadership.
  • The one thing the CEO must do today to upgrade the leadership quality at the credit union.
  • The best kept secret of the top organizations in the world when it comes to creating a culture of engagement, and how their profits even surpass the “Good to Great” companies.
Marquis Ballroom
Salon 1-3

9:30 am–10:00 am Break
Exhibit Hall Open
Marquis Ballroom
Salons 1-3

10:00 am–4:00 pm CU Exec Track
Sequoia 1, 2, 5, and 6
Board Track
Marquis Ballroom Salon 4

10:00 am–11:00 am Helping Credit Unions Compete in the Digital Age
Kirk Drake, Credit Union 2.0
Credit unions are under unprecedented attack from all angles. Thousands of Fintechs are collectively hurting the bottom line. Regulators are slowing the industry down. Credit Union 2.0 outlines the DREAM (Differentiation, Repeat and Reinforce, Educate and Excite, Automate and Motivate) methodology that will help your CU begin the process of digitally engaging your members, building fierce loyalty and making them feel the CU difference.
Creating a Successful Board
Lowell Aplebaum , CEO and Strategy Catalyst, Vista Cova
In this session, strategic facilitator Lowell Aplebaum will provide an assessment framework to help you evaluate the current health of your board, better recognize where your strengths are serving you well, and identify opportunities for refinement and greater impact. Together, we will explore such topics as communication approaches, focusing strategic input and dialogue, board development, and creating a connected board culture.

11:05 am–12:05 pm The C-Suite and Project Management
Bonnie Ortiz, The Partnership Federal Credit Union
This session will address the value of project management to the C suite, specifically using leadership, project management principles, and tools to deliver value in the face of an ever-changing credit union industry. Highlights will include:• Failure is not an option
• Speed, innovation, and profitability count
• Structure with minimal bureaucracy is necessary
• A balanced culture is a must
Boards and Commercial Lending: What You Need to Know
John Hayes, CU Strategic Services NCUA has changed the rules on commercial lending, so what impact does that have on your credit union? The board of directors is ultimately responsible for the safety and soundness of the CU and must remain informed about the level of risk in commercial lending. Are you prepared?

12:05 pm–1:25 pm Lunch
Exhibit Hall Open
Marquis Ballroom
Salons 1-3

1:30 pm–2:30 pm Enhancing Your Real Estate Strategy
John Toohig, Raymond James Mortgage Company
This presentation will provide high level information on best practices needed to successfully complete either a whole loan sale or a participation real estate loan transaction. It will also discuss various alternative products being originated in today’s market that will provide lenders with an opportunity to benefit their member base and enhance their real estate strategy.
What the Board Needs to Know About ALM
Prescott Ford, CFA, Managing Director of Regulatory Affairs, First Empire Securities
Examiners expect board members to know more and more about ALM, but where can you find board education on asset-liability management? A former capital markets examiner will review the key areas of focus in an ALM exam and what his team is seeing examiners bring to the attention of board of directors as exam findings or DORs. Participants at the directorate and/or executive level will receive an overview of core knowledge on ALM from a former examiner’s perspective.

2:30 pm–3:00 pm Break
Sequoia Foyer

3:00 pm–4:00 pm Are You Prepared for Your Next ALM Exam?
Prescott Ford, CFA, Managing Director of Regulatory Affairs, First Empire Securities NCUA examiners have been looking closely at credit unions’ NEV results since the regulatory agency’s interest rate risk supervision was enacted at the beginning of the year. Whether you feel your credit union is well positioned or not, the best advice is to be prepared! This session will look at today’s hot topics in ALM and share the unique perspective of a former capital markets examiner on how to best prepare for an ALM exam while outlining what examiners will be looking for.
What Boards Need to Know About the Current Landscape
Andy Keeney, Kaufman & Canoles, P.C.
The rules, regulations, demands of members, boards, and employees are constantly changing. The life of a credit union volunteer or management official is very complex. If a credit union addressed each and every regulation or requirement by regulators, it would never get anything else accomplished. This program will offer a look at the big picture. One of the nation’s leading credit union attorneys, Andy Keeney, co-chair of Kaufman & Canoles’ Credit Union Team, will identify what he believes are the top 10 compliance and legal issues. There will be great takeaways, best practices, and lots of key tidbits. You will rely on your notes and handouts from this presentation time and time again in the future.

8:00 pm–11:00 pm Awards Party
Marquis Ballroom—Salon 1-3

Friday, September 22, 2017

8:00 am–9:00 am Breakfast
Grand Ballroom

9:00 am–10:15 am Closing Keynote
The Current Administration, Emerging Politics, and Credit Unions
Carrie Hunt, National Association of Federally-Insured Credit Unions
The success of credit unions is greatly impacted by the regulatory and legal environment in Washington, D.C., Carrie Hunt will give an insider’s view of how politics is impacting policymaking decisions and what relief credit unions could see in the upcoming year.
Grand Ballroom