Schedule at a Glance
Conference Home Fees & Location Agenda Sessions Register

 

 

This tentative schedule is subject to updates.

Tuesday, June 10, 2014

8:00 a.m. - 5:00 p.m. Pre-conference Workshop Registration & Conference Registration
8:30 a.m. - 11:30 a.m. Pre-conference Workshop (separate fee - choose one)
A. Supervisory Workshop
Chad Stanislav, CU Resources, Inc.
 

B. Board of Directors Workshop
Howard Bufe, CU Resources, Inc.
11:30 a.m. - 1:00 p.m. Lunch on your own
1:00 p.m. - 2:00 p.m. Opening General Session
Surviving and Thriving in Change
Frank Keck, CSP, The People Whisperer
2:00 p.m. - 2:15 p.m. Refreshment Break
2:15 p.m. - 3:15 p.m. General Session
The Ten Disciplines of Exceptionally Strategic Credit Unions
Jeff Rendel, Rising Above Enterprises
3:15 p.m. - 3:30 p.m. Refreshment Break
3:30 p.m. - 4:30 p.m. General Session
Credit Union Directors: Back to the Basics on Fiduciary Duties
Mike Blalack, Blalack & Williams, P.C.
5:00 p.m. - 6:00 p.m. Welcome Reception
6:00 p.m. Dinner on your own

Wednesday, June 11, 2014

7:30 a.m. - 8:00 a.m. Continental Breakfast
7:30 a.m. - 3:00 p.m. Registration
8:00 a.m. - 9:15 a.m. Breakout Sessions I
  1. How Strategic Planning can Build a Strong Board
  2. The Branch of Your Future - One Size Does Not Fit All
  3. Out on a Limb... Are Your Branch Controls and Security Up to Speed?
9:00 a.m. - 4:00 p.m. Optional Guest Program (separate fee)
9:15 a.m. - 9:30 a.m. Refreshment Break
9:30 a.m. - 10:45 a.m. Breakout Sessions II
  1. How to Compete for Loans and Accelerate Loan Growth
  2. Understanding Gen Y: It's More than Just Delivery Channels & Social Media
  3. A Fraud Checklist - Do Your Controls Add Up?
10:45 a.m. - 11:00 a.m. Stretch Break
11:00 a.m. - 12:15 p.m. Breakout Sessions III
  1. Protecting Credit Unions from Identity Theft
  2. Understanding Financial Statements
  3. NCUA (Title TBA)
12:15 p.m. - 1:15 p.m. Lunch (provided)
1:15 p.m. - 2:30 p.m. Breakout Session IV
  1. Electronic Payment Trends and Risks
  2. Board Succession - Planning for Your Success
  3. Selecting Your Next CEO
2:30 p.m. - 2:45 p.m. Refreshment Break
2:45 p.m. - 4:00 p.m. Breakout Session V
  1. Bank Secrecy Act for Board Members and Volunteers - Information You Should Know
  2. Chief Executive Succession Planning
  3. Sometimes I Feel Lost as a Supervisory Committee Member, Can You Answer My Questions? A Panel Discussion
4:00 p.m. - 5:00 p.m. General Session
The Future is Here: Helping Your Credit Union Remain Relevant for Years to Come
Jim Kasch, Darden Employees FCU
5:00 p.m. Dinner on your own

Thursday, June 12, 2014

7:30 a.m. - 8:30 a.m. Full Breakfast (provided)
8:30 a.m. - 9:30 a.m. General Session
Overview, Outlook and Critical Issues of the Economy and Credit Union Industry
Casey Peterson, Catalyst Corporate FCU
9:30 a.m. - 10:00 a.m. Refreshment Break & Hotel Check Out
10:00 a.m. - 11:00 a.m. Closing General Session
A Higher Purpose: Why Credit Unions are Different than Banks
Tim Harrington, T.E.A.M. Resources
11:00 a.m. Prize Drawing & Conference Concludes