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

 

 

This schedule is subject to updates.

Wednesday, June 22, 2016

8:00 am – 4:00 pm Pre-Conference & Conference Registration
8:30 am – 11:30 am Pre- Conference Workshops
  1. Board of Directors – Duties and Responsibilities 
    Howard Bufe
  2. Supervisory & Audit Member Committee – Duties and Responsibilities 
    Pamela Blevins
11:30 a.m. - 1:00 p.m. Lunch On Your Own
1:00 p.m. - 1:45 p.m. Welcome
Industry Update
Dick Ensweiler, President & CEO, Cornerstone Credit Union League
1:45 p.m. - 2:45 p.m. Opening General Session
It’s 1934 All Over Again – A Revitalized Movement and a Promising 
Future for All

Jeff Rendel, Rising Above Enterprises
2:45 p.m. - 3:00 p.m. Refreshment Break
3:00 p.m. - 4:45 p.m. Cornerstone Volunteer of the Year Award Presentation
Panel Discussion

General Session
US Economic Outlook & Its Impact on CUs
Steven Rick, CUNA Mutual Group
5:00 p.m. - 6:00 p.m. Welcome Reception & Bingo
Sponsored by  Credit Union Resources
6:00 p.m. Dinner On Your Own

Thursday, June 23, 2016

7:30 a.m. - 8:00 a.m. Continental Breakfast
8:00 a.m. - 9:15 a.m.

Breakout Sessions

  1. Top Marketing Trends Every Director Should Know
    Taylor Wells, On the Mark Strategies
  2. 11 Key Ratios Every CU Volunteer  Should Know
    Debbie Rightmire, ALM Resources
  3. The New Brand of Volunteer – Your Credit Union’s Vision in Service and Action
    Jeff Rendel, Rising Above Enterprises
9:15 a.m. - 9:30 a.m. Refreshment Break
9:30 a.m. - 10:45 a.m. Breakout Sessions II
  1. Supervisory Focus 2016
    Millagros “Millie” Avalos, NCUA
  2. Understanding Financial Statements
    Howard Bufe, OnBalance
  3. Loaned Out: How the Best Credit Unions Loan Out Their Deposits (How the Board Can Make An Impact)
    Rory Rowland, Rory Rowland Consulting
10:45 a.m. - 11:00 a.m. Stretch Break
11:00 a.m. - 12:15 p.m. Breakout Sessions III
  1. BSA/AML/OFAC
    Steve Gibbs, Shared Compliance Resources
  2. CEO Evaluation and Bonus Process
    Rory Rowland, Rory Rowland Consulting
  3. Board Succession – Planning for Your Success
    Howard Bufe, OnBalance
12:15 p.m. - 1:30 p.m. Networking Lunch
1:30 p.m. - 2:45 p.m. Breakout Session IV
  1. Cyber Security
    Idrees Rafiq, Financial & Technology Resources
  2. Organizing an ALM Process
    Debbie Rightmire, ALM Resources
  3. Big Data Analytics…Making ROI Happen
    Aaron Gregerson, MarketMatch
2:45 p.m. - 3:00 p.m. Refreshment Break
3:00 p.m. - 4:15 p.m. Breakout Session V
  1. Calling all Volunteers!  Advocacy Engagement for Credit Union Directors
    Nate Webb, Oklahoma Credit Union Association
  2. Supervisory Committee’s Role in Breaking the Fraud Triangle
    Pamela Blevins, Financial & Technology Resources
  3. Effective Strategic Planning
    Mark Lynch, National Credit Union Foundation
4:15 p.m. Dinner On Your Own - Enjoy the sights and sounds of San Antonio

Friday, June 24, 2016

8:00 a.m. - 9:00 a.m. Full Breakfast
9:00 a.m. - 10:15 a.m. General Session 
Leading Edge Board Governance
Mark Lynch, National Credit Union Foundation
10:15 a.m. - 10:30 a.m. Refreshment Break
10:30 a.m. - 11:30 a.m. Closing General Session
Rekindling the Fire When You are Down to a Pilot Light”
Jack McCall, Jack McCall and Association

$500 Cash Drawing (must be present to win)
  Conference Concludes