2019 Annual Conference • Schedule

Schedule Golf Hotel/Travel Things to Do Sponsorship Info CPE Credits REGISTER


Wednesday, September 25

Time Event
7:00 am Golf Tournament Registration Open
8:30 am Shotgun Start for Golf Tournament
10:00 am–4:00 pm Exhibit Hall Setup
Noon–7:30 pm Registration Open
1:00 pm–3:00 pm MACUMA Activities
4:00 pm–5:00 pm Opening Keynote
Speaker TBA
5:00 pm–6:30 pm Exhibitor Reception
6:45 pm–8:30 pm Lifetime Achievement Award Dinner
9:00 pm
Post-Dinner Event

Thursday, September 26

Time Event
7:30 am–8:30 am Breakfast
8:30 am–9:30 am Keynote Presentation
Speaker TBA
9:30 am–10:00 am Networking Break
10:00 am–11:00 am Breakout Sessions:

CU Professional Track
Serving Those That Serve Your Members: Building a Financially Healthy Workplace
How would you feel if 100% of your members were living their best financial life? What about the people serving your members? Our presentation will outline the steps you can take to help your employees build a strong financial foundation so that they can better serve your members. We will answer questions such as:

    • How much does it cost the credit union when employees are financially stressed?
    • What makes a great financial wellness program?
    • How do you measure the success of a financial wellness program?
    • How can you integrate the financial wellness program with your other benefit offerings?
    • What resources are available to help you through the process?

Learning Objectives

    1. Understand the cost to your organization when employees are financially stressed.
    2. Understand the key steps you can take to build a successful financial wellness program.
    3. Understand how to approach each employee benefit offering so that they create one holistic benefits package.

Jim Keenehan, Senior Consultant, AFS 401(k) Retirement Services, LLC

Board Member Track
The Easy Button for Data Protection
Are you worried about protecting member information? Want to innovate without increasing risk? Come and learn a practical approach to data protection. In this presentation, we will look at a case study of a bank cyberattack and then talk about steps every credit union should be taking to ensure a programmatic approach to minimizing risk of data or monetary loss.

Learning Objectives

    1. Learn about recent attacks of banks and credit unions.
    2. Critically think about cybersecurity as part of enterprise risk.
    3. Learn practical steps to better protect member data.

Justin Silbert, GCIH, GCFE, CISSP, Chief Information Security Officer, LEO Cyber Security

11:10 am–12:10 pm Breakout Sessions:

CU Professional Track
Staying at the Forefront of Cybersecurity Threats
—Brad Atkin, CPA, CISA, CITP, Shareholder, Doeren Mayhew
—Bill Astrab, CPA, Shareholder, Doeren Mayhew
—Rafael Guijarro, CPA, CISA, CITP, Audit Manager, Doeren Mayhew

Board Member Track
Executive Compensation: When Is Enough, Enough?
Executive compensation is rising,1 creating a need for credit union boards to ensure that their investment is well-placed and producing the results they seek. Add NCUA’s requirements for fair and reasonable compensation to the board’s growing list of responsibilities, and it’s critical that boards do their proper due diligence. From the executive’s point of view, there are more vacancies than ever and recruiters offering attractive packages to consider. Boards of all asset sizes are left to wonder: Is it possible to achieve the right mix of compensation and benefits to retain talented executives, compete for the best candidates, and keep your examiner happy? When is enough, enough?

This session will help boards navigate the top considerations for fine-tuning their executive retention strategy. From aligning their strategic goals to the bottom line impact on financials, boards will learn how benefit plans affect the credit union’s long-term success. Join us to get a new perspective on an old problem.

1 2018 NAFCU–BFB Gallagher Executive Compensation and Benefits Survey. Not surprisingly, base salary alone increased in the highest percentiles as the asset category grew. Among the largest credit unions, salary increased by 13%. Several factors contribute to these higher salaries: top performers, more complex operations, increased competition for the best candidates, and more.

Learning Objectives

    1. Is it possible to achieve the right mix of compensation and benefits to retain talented executives, compete for the best candidates, and keep your examiner happy? When is enough, enough?
    2. Help boards navigate the top considerations for fine-tuning their executive retention strategy.
    3. Boards will learn how benefit plans affect the credit union’s long-term


12:10 pm–1:30 pm Networking Lunch (in Exhibit Hall)
1:30 pm–2:30 pm General Session

Economic Outlook—What You Need to Know
In this combined session, will provide an overview of economic conditions in the United States as well as a look at regional economic conditions, with a focus on the states of Maryland and Virginia. The presentation will include a discussion of labor markets, residential real estate, and business conditions.

Learning Objectives

    1. Learn about economic data points that indicate future trends.
    2. Gain insights into regional economic factors.
    3. Explore key market indicators that could have an impact on your credit union.

Alex Marre, Regional Economist, Federal Reserve Bank of Richmond

2:45 pm–3:45 pm Breakout Sessions:

CU Professional Track
Key Metrics to Reinforce Your Sales and Service Culture
Why are metrics and ratios important to drive results? What metrics should be used?

Management will walk away with key metrics that drive sales results without creating a “do it or else” environment. Find out how sales managers play the role of coach and scorekeeper in communicating results.

Learning Objectives

    1. How to set achievable goals.
    2. What metrics drive results.
    3. Help branch managers and department managers become sales managers.

Chris Maynard, Chief Strategist, Performance Pros Consulting

Board Member Track
Not Dead Yet, but Definitely Different: A Look Into How the Branches That Remain Need to Change
With the aggressive growth of FinTech and the introduction of the Capital One Café, many are asking if the branch is a thing of the past. Our answer, in the words of the cult classic movie Monty Python and the Search for the Holy Grail, is “not dead yet!”

Part sequel to Baskervill’s presentation at the 2018 MACUMA Annual Conference, which briefly touched on four timeless design qualities of an effective branch, and part “HGTV,” this presentation will delve deeper into these design qualities and include some before and after examples showing dramatic branch transformation.

Learning Objectives

    1. Know ways to apply the four timeless qualities of an effective branch for today and the future.
    2. Leave with a handful of practical and important tips before you make the move.
    3. Discuss actual existing branches in the region and how to create a better engaging space for members.

Alan Davis, Principal & Architect, Baskervill

3:45 pm–4:00 pm Networking Break
4:00 pm–5:00 pm Breakout Sessions:

CU Professional Track

Board Member Track
Pre-Fund Employee Benefits…How to Use NCUA reg. 701 to Dramatically Reduce Employee Healthcare Costs
While NCUA typically permits credit unions to invest reserve and excess liquidity in defined permissible investments, NCUA reg. 701.19 allows credit unions to invest in impermissible investments for the purpose of funding employee benefits. This session will discuss the use of NCUA reg. 701.19 and how the regulation allows credit unions the potential to make employee benefits “budget neutral.”

Learning Objectives

    1. The difference between permissible and nonpermissible investments, as defined by NCUA.
    2. What investments constitute typical prefunded benefits investment allocation.
    3. How to analyze benefits requirements and excess liquidity availability.
    4. The process for creating an investment plan acceptable to NCUA auditors.
    5. How to present your plan to NCUA and annually manage due diligence requirements.


5:00 pm–6:30 pm Networking Reception
6:30 pm Dine Arounds

Friday, September 27

Time Event
8:00 am–9:00 am Breakfast
9:00 am–10:00 am Breakout Sessions:

CU Professional Track
Auto Lending
Don Bader, VP of CRIF Select, an indirect auto lending platform, will give insight to the macro economic trends and forecasts currently in play. The discussion will focus on the impact, or lack thereof, in terms of the American car buyer’s appetite for debt. Furthermore, the changing and redirecting economic forces that are at play in the near and distant future will be discussed, as well as how this will impact the ability of credit unions to grow their indirect as well as direct auto portfolios.

Learning Objectives

    1. Attendees will take away key data trends in economic forecasts.
    2. Attendees will gain insights into debt thresholds.
    3. Attendees will learn specific ways their direct and indirect portfolios may be affected in the future.

Don Bader, MSL, Vice President Sales and Account Management, CRIF Select Corporation

Board Member Track

10:00 am–10:15 am Networking Break
10:15 am–11:15 am Closing Keynote
Speaker TBA