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Education Presentations

Apr 9, 2014 by Lewis Wood

Annual Meeting Presentations

Many thanks to our Annual Meeting education presenters for allowing us to share their powerpoints! Wednesday | 2:00 pm-3:15 pm
  • Board/Governance Track
    Understanding & Utilizing Call Reports for Credit Union Governance
    Location: Piedmont AB
    Speaker: David Reed (Partner)
    Reed and Jolly PLLC
    The 5300 Call Report is the backbone of the financial reporting system. The NCUA requires federally insured credit unions to submit this detailed financial information so they can assess the general financial health of the credit union and observe important trends. Do you know how the information is prepared and submitted by your credit union? More importantly, do you know how to use the data to assist you with credit union governance? This session is designed to give you general guidance and practical tips for understanding your 5300 Call Report obligations and the opportunities presented by this valuable tool.
  • Strategy Track
    View from the Trenches: Growth and Profitability Solutions for Smaller Credit Unions
    Location: Virginia Room A
    Speaker: Scott Butterfield (Principal)
    Your Credit Union Partner
    Innovation is not owned by the large credit unions in our movement. While it’s true smaller credit unions as a group are struggling to grow and generate a profit, there are scores of thriving small credit unions who are innovating and can show growth and profitability results for their efforts! This session will highlight the best practices strategies to improve growth and profitability.
  • Strategy Track
    The Biggest Opportunity For Credit Unions: The Hispanic Market
    Location: Virginia Room B
    Speaker: Jamie Chase (ICUDE, Founder & Instigator Of Goodness)
    CU Strategic Planning
    The Hispanic population has accounted for about half of the growth in the U.S. population since 1990, and this community is both a young and underserved market. This session will review the products, services, policies and marketing strategies that your credit union can utilize to attract these valuable members. Take away: attendees will receive a condensed feasibility study that your board and management can use as a preliminary tool to plan further action.
  • Operations Track
    Cyber Liability/Data Security
    Location: Virginia Room C
    Speaker: Chris R. Gill (Consultant, Risk Management)
    CUNA Mutual Group
    Technology facilitates an increased usage of the internet, and delivers a breadth of liability issues many have never experienced before – these issues and exposures are often referred to as “cyber liability.” A data breach can result in more than lost data. It can damage your credit union’s reputation, shake your members’ trust and cost you tens of thousands of dollars to repair. Is your credit union prepared to respond to a threat of this nature?
Wednesday | 3:30 pm-4:45 pm
  • Board/Governance Track
    Credit Union Governance Moxie
    Location: Piedmont AB
    Speaker: Scott Butterfield (Principal)
    Your Credit Union Partner
    Successful credit unions are always anchored by successful boards of directors. Successful credit unions stand out in a number of ways: member impact, profitability, growth, efficiency, etc. But most importantly, these credit unions have “Governance Moxie,” meaning their boards have the ability to meet challenging times with courage, know-how and skill.

  • Strategy Track
    Boosting Non-Interest Income To Serve More Members, Increase Revenue & Improve Your Capital Ratio
    Location: Virginia Room A
    Speaker: Hendrix Niemann (Managing Director, Practice & Wealth Management)
    CUNA Brokerage Services Inc.
    This presentation explains why increasing member-friendly non-interest income (NII) is critical to the financial health of most credit unions; and why NII benefits the credit union in multiple ways, both tangible and intangible. Among the areas covered are:
    • The importance of non-interest income to a credit union’s top line, bottom line and capital ratio;
    • The difference between member-friendly and non-member-friendly non-interest income;
    • Why the sale of investment & insurance products represents the greatest untapped (or under-tapped) source of NII for most credit unions;
    • How and why a robust investment & insurance program leads to increased “stickiness” and member loyalty; and
    • Why the changing demographics of the U.S. represent both the biggest challenge and the greatest opportunity for credit unions.

  • Strategy Track
    Rethinking Service to Those of Modest Means: New Strategies, Out-of-the-Box Thinking and Best Practices
    Location: Virginia Room B
    Speaker: Jamie Chase (ICUDE, Founder & Instigator of Goodness)
    CU Strategic Planning
    Taking our historic mission to the next level, this session looks at innovative new strategies to serve members of modest means, using real-world programs already implemented by credit unions across the nation.

  • Operations Track
    Vendor Problem Resolution: A Five Step Approach to Better Vendor Relations
    Location: Virginia Room C
    Speaker: David Reed (Partner)
    Reed and Jolly PLLC
    This presentation addresses the universal issue of a credit union not receiving the benefit of its bargain. We’ll look at a systematic approach to problem resolution and maximizing the value of outside vendors by ensuring your credit union gets the full value of the contract. We’ll look at contract drafting, creating a paper trail for disputes, effective problem identification and communication, problem resolution and contract breach scenarios.

Thursday | 9:00 am-10:15 am
  • Board/Governance Track
    The Keys to Success for Top Performing Boards
    Location: Piedmont AB
    Speaker: Rory Rowland (Principal)
    Rowland Consulting
    Attend Rory’s session and take away some good numbers! THREE rules every board should use, THREE keys to board management relationships, FOUR questions every board should be asking themselves, and ONE simple sheet of paper that can improve your board meetings. This session promises a good blueprint to help your board improve performance with a simple 15-minute test.

  • Strategy Track
    The Member of the Future
    Location: Virginia Room A
    Speaker: Mark Arnold (President)
    On the Mark Strategies
    The member of the future: the notion conjures images of robot maids cleaning our ultramodern houses like The Jetsons. The reality, however, is compelling and demands our attention. Tomorrow’s member isn’t a Baby Boomer, a Gen Xer or even a Millennial. While they may share components of all these age ranges, this person will possess their own unique sets of challenges and demands on the retail financial services environment. This session will cover the following key points: Technology strategies and trends, Member engagement and experience, Value above cost, Diversification, and Mobile Me. The member of the future, with their individualized needs and expectations, is right around the corner. Are you ready for them?

  • Strategy Track
    The Credit Union Business Model that Produces a 2.0% ROI
    Location: Virginia Room B
    Speaker: Brett Christensen (Owner)
    CU Lending Advice, LLC
    The majority of credit unions today have a ROA of 0.5% to 1.0%. Quite simply, if you want a better financial result, you will need a different business model. In this thought-provoking session, you will receive specific strategies for significantly improving your bottom line. Brett will profile credit unions using these strategies with great success. Topics to be covered will include: Significant expense reduction, Consistent loan growth in any economy (without indirect auto lending), Safely increasing your overall loan yield, How to double loan production with 1/2 the employees, Fee income outside of courtesy pay and Maximizing delivery channels.

  • Operations Track
    EMV: A Guide to the Specs, Processes and Role of the Technology Within the Wider Payments Industry
    Location: Virginia Room C
    Speaker: Betty McDonald
    Fiserv
    Much of the world’s developed banking systems have adopted EMV, or Europay, MasterCard® and VISA®, as the preferred card platform because of its enhanced security features. EMV chip payment cards contain embedded microprocessors that provide strong transaction security features and other application capabilities not possible with traditional magnetic stripe cards. As credit unions prepare for the implementation of EMV technology, there is a lot of information to sort through. Learn what you need to know and what you need to do.

Thursday | 10:30 am-11:45 am
  • Board/Governance Track:
    Marketing Trends Every Director Should Know
    Location: Piedmont AB
    Speaker: Mark Arnold (President)
    On the Mark Strategies
    Credit unions must become savvy marketing organizations to survive in the future, which means their board members must have a working knowledge of this key field. As a marketing executive and author, Arnold provides thoughtful insights for credit unions to consider. This session examines trends including: Marketing & technology fields merging, CRM will dominate and Sales culture rules!

  • Strategy Track:
    Putting the ‘Credit’ Back Into Credit Union: Becoming Relevant in the Lending Marketplace
    Location: Virginia Room A
    Speaker: Tim Harrington (President)
    TEAM Resources
    In the past three years, credit unions have become “savings institutions.” Loan portfolios have slackened, deposits have flowed in at sometimes breakneck speed and many borrowers have seen their credit scores decline reducing their ‘traditional’ creditworthiness. How can we get back to that state of mind where “we are here to help people and make loans!” This session will discuss the mind-set and practices needed to become a “credit” union once again and make lending your entire reason for existence.

  • Strategy Track:
    Exemplary Community Development – Navigating Uncharted Waters
    Location: Virginia Room B
    Speaker: Sean McDonald (President)
    Your Full Potential, LLC
    It’s time for credit unions to get out of their comfort zones. In order for your credit union to sustain its relevance, you have to start talking about creating more awareness and opportunities in the community. This session will provide attendees with action steps that they can use to build relationships with “centers of influence” within their communities, i.e., to identify the “players” and get to the point where those individuals or entities become your credit union’s advocates.

  • Operations Track:
    Enterprise-Wide Risk Management: The NCUA’s Expectations & More
    Location: Virginia Room C
    Joe Ghammashi (Chief Risk Officer)
    Corporate One Federal Credit Union
    Enterprise Risk Management (ERM) is now a requirement for corporate credit unions and, as the NCUA’s Office of Corporate Credit Unions begins to examine the largest natural person credit unions, those credit unions will need to implement ERM, too. Now, the NCUA has signaled that it intends to release Enterprise-Wide Risk Management guidance for all credit unions. What does that mean? What exactly will examiners want? Get ahead of the guidance and get the details right here.

Thursday | 3:45 pm-5:00 pm
  • Board/Governance Track:
    Fiduciary Duties and Ethics: What Credit Union Directors Need to Know
    Location: Piedmont AB
    Speaker: Ron Parker (President)
    Horizon Educational Resources , Inc.
    There are literally hundreds, if not thousands, of things that credit union directors are expected to know. How do you prioritize the most important? Join us as we walk you through the top 10 things you need to know.

     

  • Strategy Track:
    Social Media Is Here to Stay & How Credit Unions Should Be Using It
    Location: Virginia Room A 
    Speaker: Sean McDonald (President)
    Your Full Potential, LLC
    The jury is no longer out. Social Media is here to stay and credit unions need to get on board ... FAST! Attend this workshop to learn more about what social media is and what it isn’t, why credit unions should embrace it, and how social media should not be used as a replacement for traditional marketing – but rather as a compliment to your overall strategy.

  • Strategy Track:
    15 Indisputable Truths About the Best Bosses
    Location: Virginia Room B
    Speaker: Rory Rowland (Principal)
    Rowland Consulting
    Rory Rowland has talked to hundreds of employees of the best bosses. He knows that your managers, like many others, are under great stress to deliver more with fewer resources. They face conflicting demands and unforgiving business challenges that keeps getting tougher. Participants appreciate and can immediately use the reality-tested techniques Rory has collected from the best bosses. These proven “truths” help you to develop team loyalty and increase productivity while improving morale. This program will empower your managers to become one of the “Best Bosses.”

     

  • Operations Track:
    Fraud: How to Spot It, How to Stop It
    Location: Virginia Room C
    Speaker: Tim Harrington (President)
    TEAM Resources
    Fraud of all types has been increasing rapidly in credit unions. Fraud is coming from both internal and external sources. By utilization of proper internal controls, a credit union forms the first line of defense against fraud. This session assists you in becoming familiar with areas where fraud occurs and discusses controls that can help in the prevention of fraud. Handouts include a list of areas within the credit union where fraud commonly occurs and suggestions on controls that should be in place to prevent it.

     

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