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     
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

  • Top Marketing Trends Every Director Should Know -  Taylor Wells, On the Mark Strategies
  • 11 Key Ratios Every CU Volunteer  Should Know – Debbie Rightmire, ALM Resources
  • 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
  • Supervisory Focus 2016 – Millagros “Millie” Avalos, NCUA
  • Understanding Financial Statements – Howard Bufe, OnBalance
  • 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
  • BSA/AML/OFAC  – Steve Gibbs, Shared Compliance Resources
  • CEO Evaluation and Bonus Process – Rory Rowland, Rory Rowland Consulting
  • 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
  • Cyber Security - Idrees Rafiq, Financial & Technology Resources
  • Organizing an ALM Process – Debbie Rightmire, ALM Resources
  • 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
  • Calling all Volunteers!  Advocacy Engagement for Credit Union Directors – Jim Phelps, Cornerstone Credit Union League
  • Supervisory Committee’s Role in Breaking the Fraud Triangle – Pamela Blevins, Financial & Technology Resources
  • 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