Economic Forum Agenda
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For complete speaker bios, visit the Economic Forum website.

Monday, October 2

7:30 a.m. - 9:00 a.m. Registration
8:00 a.m. - 8:45 a.m. Continental Breakfast
8:00 a.m. - 4:00 p.m. Services Expo
8:45 a.m. Opening Comments
9:00 a.m. Steve Houle: Credit Union Trends and Critical Issues
What trends have developed this year that impacted credit union balance sheets? What might credit unions expect to see in 2018 and how can they best position for those changes? For answers to these questions and more, join Catalyst Strategic Solutions’ vice president of advisory service, Steven Houle, for this opening session.
9:50 a.m. Break
     DIRECTORS TRACK  
10:00 a.m. Chris Shipman: Risk Governance and Best Practices for Credit Union Boards
Gain a deeper understanding of risk governance, including the risks credit unions face, best practices for credit union boards – starting with clear duties and responsibilities for directors – and the importance of risk communication.  Attendees will also learn the difference between risk appetite and risk tolerance and the importance of each.
10:50 a.m. Break
11:00 a.m. Casey Peterson: Effective ALM and IRR Management
NCUA regulations have made interest rate risk policies and programs a “must have.” This timely discussion of ever-changing regulatory compliance will help credit unions prepare for an examination of their ALM and IRR activities. The session will include a look at drafting and developing an IRR policy and the components of a sound ALM and IRR management program.
11:50 a.m. - 1:30 p.m. Lunch
1:30 p.m. Sarina Freedland: A Director's Guide to Investment Management
Get an overview of the fundamentals of credit union investment management and investment portfolio strategies commonly used by credit unions. Information also will be shared on the analytics and reporting credit unions typically employ for board or ALCO meetings. Seasoned board members with investment knowledge, as well as board members new to credit union portfolio management, will find value in this session.
2:20 p.m. Break
2:30 p.m. - 3:20 p.m. Mike McGinnis: Developing a Risk Management Culture
Facing risks and dealing with uncertainty are common elements of the credit union business model. This session will outline a strategy for developing an effective risk management culture within the credit union. This culture incorporates oversight, communication and management to help ensure safety and soundness, as well as strong decision-making and performance.
     EXECUTIVE TRACK  
10:00 a.m. Mike Sims: Loan Portfolio Performance and Management
Competition and regulations in the financial industry continue to evolve and shape credit union lending initiatives.  This session will examine credit union loan trends and provide practical strategic considerations for credit unions in an ever-evolving lending environment.
10:50 a.m. Break
11:00 a.m. Jonathan Jackson: Investment Strategies for Ultimate Performance
The low interest rate environment requires credit unions to adjust their investment portfolio strategies. Not a "one-size-fits-all" approach, a sound investment strategy should address a credit union’s liquidity position, interest rate risk exposure and earnings profile. In this session, attendees will learn how to determine suitable strategies based on balance sheet needs, the current economic environment and permissible investments.
11:50 a.m. - 1:30 p.m. Lunch
1:30 p.m. Aaron Martini: Harness the Power of Deposits
Are you making the most of your deposits? Examination of your membership may yield powerful insights to behavior, which can translate into strategic focus, real returns and better risk management. This session will highlight analysis techniques employed in the evaluation of deposits, along with key strategic considerations.
2:20 p.m. Break
2:30 p.m. - 3:20 p.m. Mark DeBree: Effective Liquidity Risk Management
Credit unions continue to face uncertain times. In this session, attendees will gain a deeper understanding of liquidity risk management, including stress testing in traditional and non-traditional scenarios, equipping them to prepare for the future.
3:20 p.m. Break
3:30 p.m. Jeff Hamilton: Alternative Funding Strategies
The landscape continues to shift for credit union lending. Online platforms and indirect lending have opened up channels to bring in more loans.  Loan participations can be an effective tool for funding this activity through an originate-and-sell process. This session highlights how credit unions can use participations to manage liquidity and achieve higher yields.
4:30 p.m. - 6:30 p.m. Reception
  Dinner on Your Own

Tuesday, October 3

7:30 a.m. - 9:00 a.m. Registration
8:00 a.m. - 4:00 p.m. Service Expo
8:30 a.m. - 9:00 a.m. Continental Breakfast
8:00 a.m. - 8:50 a.m. Mike McGinnis and Matt Jackson: Evaluating Investment Sector Value
Each credit union has unique investment needs. To help credit unions evaluate investment options and optimize portfolio performance, this session will assess the value of several key investment sectors – agency debentures, mortgage backed securities, collateralized mortgage obligations, adjustable rate mortgages, and many more. Insights will be shared for evaluating risk/value and using it effectively in a diversified portfolio.
9:00 a.m. Welcome
9:15 a.m. Jesse Edgerton: An Economic Outlook and Real News on Tax Reform
Tax cuts, revenue-neutral reform, an uncertain road to tax legislation – what's around the next corner? Jesse Edgerton, economist at J.P. Morgan, will present his overview of the economy, along with a real look at the future of tax reform and its potential impact on the economy.
10:15 a.m. Break
10:30 a.m. David Zach: An Owner's Guide to the Future
What emerging trends will impact the financial services industry? Will credit unions have to conform to a digital-only marketplace? This humorous, profound outlook will cause all to rethink the balance between tradition and change. The presenter's friendly and engaging style will help credit unions face the future with a solid sense of hope and inspiration.
11:30 a.m. - 1:00 p.m. Lunch
1:00 p.m. Welcome Back
1:15 p.m. Mark Kelly: Leading the Charge in the New Economy
Learn what it will take for credit unions to lead in the current economic climate. This nationally recognized economist and retired U.S. Navy commander will analyze current events with a look to the future. Energetic and engaging, her passion for helping businesses succeed will include strategies for dealing with changes in the economy.
2:15 p.m. Break
2:30 p.m. Bill Hampel: The Economy's Impact on Credit Unions
How are credit unions performing financially in 2017, and what is the outlook for 2018? Credit Union National Association’s chief economist and chief policy officer will discuss the national economic forecast and its impact on credit union operations, the regulatory landscape and other hot topics in the credit union industry.
3:30 p.m. Break
3:45 p.m. Matthew Luhn: What's Your Story?
The most powerful tool in business, as well as entertainment, is a great story. Every credit union has a story to tell. This Pixar animator and branding consultant helps Fortune 500 companies craft and tell their stories with wisdom and energy through a creative and inspiring approach. Learn tips for dynamic storytelling at your credit union from this Bart Simpson illustrator. Ay Caramba!
5:00 p.m. - 6:30 p.m. Reception
6:30 p.m. Dinner On Your Own or Night in Italy Event (must pre-register)

Wednesday, October 4

7:30 a.m. - 9:00 a.m. Registration
8:00 a.m. - 8:30 a.m. Continental Breakfast
8:00 a.m. - 8:50 a.m. Jeff Vorhees: Managing ALM Risk in a Rising Rate Environment
This session will feature a discussion on what factors tend to lead to rising interest rates, with a perspective on how rising rates and indexes affect balance sheet earnings, valuation and liquidity. In addition, balance sheet management strategies will be offered to minimize risk and position credit unions for better performance.
9:00 a.m. Introductory Comments
9:15 a.m. Thomas Siems: The Debt Monster: Facts and Fiction
America’s debt is the largest in the world for a single country. Should we be concerned? What lies ahead? Dallas Federal Reserve Bank's assistant vice president and senior economist will separate debt facts from fiction and take a current look at the overall economy.
10:15 a.m. Break
10:30 a.m. Marci Rossell: Outlook 2018: Anything But Plain Vanilla
Every day is an adventure for credit unions trying to stay a step ahead of an ever-changing economic landscape. Join the senior economic advisor at Delphin Investments, LLC, as she interprets the shifting national landscape and trends around the world shaping our financial environment.
11:30 a.m. Closing Remarks