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2016 Annual Convention & Exposition 2016 Annual Convention & Exposition
June 9-11, 2016 |
Detroit Marriott at the Renaissance Center
Detroit Marriott at the Renaissance Center
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So Much Great Training!

Click on Headings to View and Download Handouts for Select Sessions

Thursday, June 9

8:00 9:00 a.m.

Safeguards: Tools for Preventing, Identifying and Dealing With Fraud
BRULE, LEVEL 5
Ken Ross and Panel
Daniel Mahalak, Charles Holzman and Robin Hoag

Fraud and embezzlement can happen to any financial institution at any time, but what can be done to prevent it or identify it quickly if it does occur? Credit union leaders have a fiduciary responsibility to protect members and their credit unions from these serious situations, so make time to hear about effective best practices and internal controls that should be in place as safeguards. Attendees will hear the latest updates from the MCUL & Affiliates' Internal Fraud Task Force and receive other valuable information and resources for combating fraud in your credit union, regardless of size.

Thursday, June 9

11:30 a.m. – 12:45 p.m.

Economic Issues Luncheon
MACKINAC BALLROOM, LEVEL 5
Dr. Charles Ballard
Sponsored by Mortgage Center

Thursday, June 9

1:00 2:30 p.m.

Creating Connections With Success Additional Handout
BRULE, LEVEL 5
Greg Peters
Sponsored by Multi-Bank Securities, Inc.

Feel uncomfortable walking into a roomful of strangers? Prefer a root canal to making small talk? Those who are afraid of networking or feel it is a big waste of time and money, will gain great insights by learning about the benefits of networking and missteps to avoid. Get ready to understand the mindset that holds people back from successful networking, how to start conversations with anyone (Hint: It is not an elevator pitch) and tools to develop and maintain profitable long-term connections with new contacts.

Business Intelligence
NICOLET, LEVEL 5
Leah Work

Find solutions to enable credit unions to gain insight into its critical operations through reporting applications and analysis tools, by learning more about business intelligence.

Keeping Stress in Perspective
CADILLAC, LEVEL 5
Mark Eddy

Due to rapid changes, regulatory and compliance requirements, mergers and industry consolidations, compressed margins and a focus with attracting and retaining top-notch employees, it could be said that today’s credit union leaders face more challenges than ever before. Plus, the list of stress factors grows longer every day, with everyone reacting differently to the strain of living in under such pressure. Some become aggressive, while others become passive or just shut down altogether. Regardless of the reaction, the results are the same – personal and organizational productivity grind to a halt, creativity dies and momentum vanishes. Learn how to deal with the destructive forces of stress in the workplace, how to assess reactions to stress and principles to apply immediately to stop worrying and keep working at full potential.  

Risk, Uncertainty and Behavioral Finance
MARQUETTE, LEVEL 5
Bridget Balesky

Interest rate risk can be measured and quantified with some degree of confidence when assumptions are reasonable and periodic sensitivity tests are performed. Human behavior adds another dimension to risk measurement and assessment, but no one knows how much or when market rates will change, and the future behavior and pricing of non-maturity shares are unknown. Plus, the accumulation of surge shares resulting from a decade of historically low rates adds further complications in risk assessment. Gain insights on how to balance the many components of risk management.
 

Friday, June 10

View MCUL & Affiliates President and CEO
David Adams' Keynote Presentation Here

12:45 – 2:00 p.m.

Lunch & Learn Roundtables (Ticketed.)
Sponsored by MSHDA

Friday, June 10

2:15 – 3:30 p.m.

Michigan Credit Union Act Changes: Strengthening the State Charter
MACKINAC BALLROOM, LEVEL 5
Ken Ross
Sponsored by Holzman Corkery, PLLC

The state charter here in Michigan has been worked on aggressively to continue to improve it over the last couple of years. Learn about what new changes are on the horizon for state chartered credit union, including new flexibility concerning examinations, board delegations, powers and parity provisions. Plus, get the latest on what will be on the "to do" list going forward, including anticipated DIFS guidance and review and updating of model bylaws.

Securing Information Assets
BRULE, LEVEL 5
Scott Petree and Andrea Selke

Walk through current trends in information security that illustrate how simple weaknesses in a credit union’s information security program can lead to a complete compromise of a system. This discussion ties back into the FFIEC’s cybersecurity framework, and why it is so important to begin implementing the framework and changing the organizations culture around the responsibility for protecting customer information. A live hacking demonstration will be performed that will open everyone’s eyes to the ease in which hackers can take control of a system.

How to Stay Relevant in a Disruptive Lending Environment
NICOLET, LEVEL 5
Don Arkell

Lending is becoming a commoditized business. How can credit unions stay top of mind in member’s minds for a loan, while still earning yield? What keeps members coming back time and again? If members can get loans anywhere, why would they come to their credit union? Discover the greatest competitive advantage that top performing credit unions have by reviewing the competitive landscape and identifying a niche. It is all about specialization, staying connected with borrowers and paying for performance.

Transformation of Employee Benefits: Trends, Tips and Traps
DULUTH, LEVEL 5
Jim Fournier

The new millennium has brought a host of changes to many ways of conducting business, including employee benefits. Benefits are evolving due to aging employees, younger millennials and what they expect, as well as regulatory mandates. Explore what is trending in employee benefits, find tips on making a credit union’s benefit package unique and the look for pitfalls when building a benefits package.

A Mobile Economy
CADILLAC, LEVEL 5
Amy Smith

Hand held payments are a reality. Follow this walk through the solutions that are available to enable both businesses and consumers to conduct commerce in the palm of their hand. The discussion will include various transformative technology applications that power the fast and secure methods available today, and what is likely to be expected to be available tomorrow and beyond.

Steps to Protecting Credit Unions From Embezzlement
LASALLE, LEVEL 5
Stacie VanDenBerghe
Sponsored by CU Solutions Group

A proactive approach to safeguarding credit unions with internal and external controls is a wiser approach than reacting after a loss that could have been prevented. Learn about best practices that can be followed to protect credit unions from embezzlement. While no one plan is fool proof, having no plan at all is a mistake waiting to happen.

Six Ways to Maximize Executive Performance
MARQUETTE, LEVEL 5
Scott McClymonds

An executive team is the economic engine of a credit union, but they are only as good as the ability to keep them engaged, challenged and growing. Unfortunately 64% of American executives are disengaged, and the economic and psychological toll on companies, even credit unions, is in the billions of dollars. Far from peaking in their abilities and performance, executive leaders need to pursue growth aggressively for their credit unions to thrive. This talk challenges CEOs and senior managers to raise their own performance bars by creating a structure and environment that will keep their most valuable leaders happy, challenged and productive for many years.
 

Friday, June 10

3:45 – 4:45 p.m.

Ignite Sessions
MACKINAC BALLROOM, LEVEL 5

  • When I Grow Up
    Lauren Myrand
  • Here's the Scoop: Work Ethic from an Ice Cream Shop
    Morgan Rescorla
  • Answering the Wake-up Call
    Jeanette Pierce
  • The Laurels of Laughter and How Humor Heals
    Robyn Heron
  • My Dad: The World's First Egyptian Astronaut
    Mona Shand
  • 13 Rules That Changed My Life
    Ben Puffer
  • Life Lessons From Raising My Boys
    Glory Le Du
  • Generation Z: The Snapchat Generation
    Nick Mattar

Attract, Serve and Retain Millennials: More Than Delivery Channels and Social Media
BRULE, LEVEL 5
Jim Kasch

Many credit unions need to attract and serve a younger membership demographic. Unfortunately, many of these same credit unions believe that providing some electronic delivery methods and having a Facebook page will accomplish this. To truly succeed in serving this growing consumer base, product development, pricing, communications, education, service delivery and more must be evaluated and improved. Listen in as the major areas requiring attention are covered, with case study examples achieved at Darden Employees Federal Credit Union, where 90% of potential members are younger than 45 years old.

Mobile Security, Merchant Enablement and Mobile Payment
NICOLET, LEVEL 5
Jeff Muglia
Sponsored by Sprint

Join representatives from Sprint and Samsung to learn about extending security and promoting productivity to a mobile workforce, as well as how to enable merchants with the latest technology to support mobile payment solutions.

U.S. Economic Outlook and Impact on Credit Unions
DULUTH, LEVEL 5
Steven Rick

Join this discussion of how the global economy, the overall financial sector and the Federal Reserve will affect the U.S. economy, U.S. interest rates and ultimately credit union balance sheet and earnings performance. The speaker will analyze and establish standards against which an individual credit union’s performance can be measured, and also identify trends of savings and loan activity, to weigh the influence of future economic events on growth patterns out into 2016.  

How Operational Automation is Changing the Competitive Landscape
CADILLAC, LEVEL 5
Michael Cochrum
Sponsored by CU Direct Corporation

See an illustration of how credit unions can gain a competitive edge by automating operation functions such a loan underwriting, loan processing and member retention and engagement. Using case studies and real-world examples, attendees will learn how manual processes can be automated to increase efficiencies, reduce costs, improve consistency and increase member satisfaction without increasing risk.

Embezzlement: What It Means to Board Members
LASALLE, LEVEL 5
John Kolhoff

Board members have a fiduciary and regulatory responsibility to their membership to provide an appropriate internal control structure, including independent assessment of compliance through a reasonable audit program. With the recent embezzlements announced in the press, what does a board’s failure to meet these responsibilities mean for board members? Hear from the Michigan Office of Credit Unions about these responsibilities and bring questions that will be addressed.

Using Analytics and Technology to Increase Profitability and Delight Members
MARQUETTE, LEVEL 5
Scott McClymonds

Many credit unions find their marketing efforts understaffed, under-skilled and utilizing marketing tactics that are largely untracked. Find an approach that begins with developing a deep understanding of members -- their preferences, characteristics, needs and values -- to make that the credit union’s focal point to enable management, marketing, sales and support teams to work together toward the goal of helping members. While analytics, MCIFs, CRM’s and other more sophisticated tools are being adopted by many credit unions, here attendees will be shown how to take these tools far beyond low-impact tactics, to strategies that will build brand and increase performance like never thought possible.
 

Saturday, June 11

11:15 a.m. 12:15 p.m.

The Great Motivation Myth: People, Values and Emotional Investment
BRULE, LEVEL 5
Allison McClintick

Employee motivation, starting with one’s self, is a hot topic in the workplace. People need to be more emotionally invested in their work to grow, maintain and sustain. This presentation tackles the myth behind motivation and clarifies how motivation is achieved as a relationship to a person’s value system and better understanding where each person is coming from, as well as how to reach others on a more relevant and authentic level.

It Takes More Than a Board
NICOLET, LEVEL 5
Jamie Howell

Not sure where to turn to find additional expertise for credit union leaders? Structuring a support system for the board of directors can be an essential tool that also provides rewarding opportunities for other volunteers. Explore traditional options such as supervisory and education committees, as well as fresh concepts from associate directors and consultants, to find ideas to relieve some of the burden on directors and help them focus on leading with guidance from the proper experts.

What Keeps Credit Union Leaders Up at Night: Opportunities and Challenges
DULUTH, LEVEL 5
Sean McDonald

The challenges facing credit unions are real – there should be no doubt about that. Many of these are the causes of stress and anxiety for the senior executives that run the organizations and for the directors that govern them. Dive in to some specific and common areas of concern for CEOs and senior executives including the increasingly burdensome regulatory environment and how to effectively deal with new rules. Challenges associated with membership growth and suggestions pertaining to changing the focus from net-new-members to enhancing relationships with current members will also be explored, as well as barriers associated with lending, with tips on how to increase loans through modifying philosophy and policies to allow for more non-traditional types of credit offerings.

Debunking Student Loan Headlines
CADILLAC, LEVEL 5
Jillian Gajtka

It seems that most every day, student loans are in the news headlines. Is there a bubble? Will students be in debt forever? Can they afford cars and houses after they graduate? Take a look at some of the many headlines in the media related to student loans, in addition to discussing the very key differences between federal and private loans and how they relate to members.

Why Invest in Search and Social Marketing
LASALLE, LEVEL 5
Jackie Kazaleh and Andrew Herr
Sponsored by FocusIQ

Explore why it is critical to have a presence in both social and search marketing, the role of the communications mix and how to get started. The speakers will also give expert advice on how to leverage these channels for maximum impact.

Media Spokesperson Training (Part 1)
MARQUETTE, LEVEL 5
Doug Kiker and Vicki Christner
Sponsored by CUNA Mutual Group

Be equipped with tips on how to engage with the media, including a comprehensive look at the dos and don’ts of media relations. Attendees will have a chance to participate in one-on-one training with a facilitator who will conduct on-camera interviews. Videos will then be played back for the facilitator to coach attendees on ways they could improve responses to potential interview questions. LEARN MORE HERE

Saturday, June 11

12:15 – 1:30 p.m.

CUES Networking Luncheon
MACKINAC BALLROOM, LEVEL 5
Kurt David
Sponsored by Credit Union Executive Society

Saturday, June 11

1:30 3:00 p.m.

Communicate in Color: People and the Power of Personality
BRULE, LEVEL 5
Allison McClintick

Ever wonder why some people are just loved and others...not so much?! Communication is as unique as personality, and people either have a vibe for one another or they don’t. Each person brings a personality to the way they communicate and raising awareness around who they are and how it impacts their ability to influence, is critical to leadership. This interactive workshop features an exclusive color personality assessment that will provide knowledge and tools that can be put into action as soon as leaving the room!

Facing Today’s Real Estate Regulations
NICOLET, LEVEL 5
Don Braspenninckx
Sponsored by Mortgage Center

The last few years has seen a number of regulatory changes in the real estate industry. Many lenders are still struggling to implement new mortgage disclosures and will soon face new Home Mortgage Disclosure Act requirements. Learn how these regulations may affect credit unions and how to prepare.

Change Management: Go Beyond The WHAT and Communicate The WHY
DULUTH, LEVEL 5
Sean McDonald

Managing change is not always easy. Reasons for this are too numerous to count. One of the most common is that when implementing change, the “powers-that-be” stop at the WHAT and never fully or even adequately explain the WHY. Gain valuable takeaways about the more thorough understanding of the reasons for change and a guide to help credit unions determine whether or not systemic change is actually necessary. A sophisticated 4-step process will be shared to implement change, including a discussion of best practices suggestions to manage changes and associated expectations (ie., employee “buy-in” and effective project management). Examples of the most prevalent and necessary changes to a credit union’s culture, operations and security will be shared to better ensure a viable future.

Media Spokesperson Training (Part 2)
MARQUETTE, LEVEL 5
Doug Kiker and Vicki Christner
Sponsored by CUNA Mutual Group

(Continued.) Be equipped with tips on how to engage with the media, including a comprehensive look at the dos and don’ts of media relations. Attendees will have a chance to participate in one-on-one training with a facilitator who will conduct on-camera interviews. Videos will then be played back for the facilitator to coach attendees on ways they could improve responses to potential interview questions.

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