Session 1 Is it Time to Be Thinking
About Recession?
STEVE RICK
TUESDAY, AUGUST 27TH 8:30 A.M.

We are living during one of the longest periods of economic recovery in history.

STEVE RICK

VIEW

STEVE RICK Is it Time to Be Thinking About Recession?

We are living during one of the longest periods of economic recovery in history. Labor is getting tight, but pressure on labor costs has not yet materialized. The Fed started pushing up rates, but then backed off. Short-term rates briefly (and barely) got above long-term rates. Now, there’s talk of stopping long term asset sales by the Fed in the fall. Are these signs that recession is around the corner? CUNA Mutual’s senior economist, Steve Rick will provide his views about how the economy will play out over the next year or two…and the impacts to credit union operations. As a special treat, Steve has been giving some thought to why inverted yield curves are correlated with recessions, why interest rates around the world are at record low levels and even negative interest rates…and where interest rates may be headed over the next 5 years. He’ll explore the impact all of this could have on credit union net interest margins.

BRIAN KNOLLENBERG

VIEW

BRIAN KNOLLENBERG What Big Data Really Means and What It Offers Credit Unions and Banks

Brian Knollenberg, Banks and credit unions have more information about their members and customers than pretty much any other industry. But what is the right way to think about using that data in order to accomplish the objectives we all hold so near and dear? Onboarding New Members so that they have a PFI relationship with us, deepening product engagement, activating card utilization and of course- watching out for and nurturing their financial health. We’ll talk about how BECU approaches these key challenges, leveraging data and relevancy about our members to launch new programs, innovate with new technology, focus on the journeys that are relevant and provide impactful results and how you might integrate some of this into your business. No one has all of this figured out, and there is no silver bullet or magic wand but BECU has made real strides and transformed the way we market to our members along the way.

Session 2 What Big Data Really
Means and What It Offers
Credit Unions and Banks
BRIAN KNOLLENBERG
TUESDAY, AUGUST 27TH 10:30 A.M.

Brian Knollenberg, Banks and credit unions have more information about their members and customers than pretty much any other industry.

Session 3 Becoming 'Top of Mind'
...Easier Said than Done
LISA GINTER
TUESDAY, AUGUST 27TH 1:00 P.M.

Kansas City is a major market for financial services. Competition is intense and consumer needs are as diverse as its residents.

LISA GINTER

VIEW

LISA GINTER Becoming 'Top of Mind'...Easier Said than Done

Kansas City is a major market for financial services. Competition is intense and consumer needs are as diverse as its residents. Lisa Ginter is the CEO at CommunityAmerica Credit Union in the heart of KC, and together with her leadership team, she has crafted a vision to differentiate from competitors by helping members achieve Financial Peace of Mind at every life stage. The goal is for CommunityAmerica to be the first place members and prospects turn when a financial opportunity or challenge arises, therefore staying top-of mind in a saturated market. The organization has been on a journey to explore how it can understand and predict member needs to proactively deliver customized marketing messages, financial plans and innovative tools across every channel. Lisa will share the CommunityAmerica story through an interactive discussion, giving insight into how they aligned all strategies towards standing apart from the rest in Kansas City.

HAVE ANY QUESTIONS CONTACT US

6705 Sugarloaf Parkway
Suite 200
Duluth, GA 30097

(770) 476-9625
ambers@gcua.org



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HAVE ANY QUESTIONS CONTACT US

CONTACT DETAILS

6705 Sugarloaf Parkway
Suite 200
Duluth, GA 30097

(770) 476-9625
ambers@gcua.org



MAURICE SMITH

VIEW

MAURICE SMITH The 'Concept' Credit Union

Maurice Smith, Have you ever imagined how the credit union of the future could look? Join Maurice Smith, CEO at Local Gov’t Empl. FCU, in an exploration for the ‘ultimate’ credit union. He will share his concepts about the next generation of financial services. But, more important, he will describe how a credit union can organize itself to think about what it will take to wow members in the years ahead. The discussion reaches beyond the boundaries of present-day credit union structure and the legal charter. It will ontemplate ideas that challenge the traditional ways of doing business. And, the discussion will not be one-way. Mr. Smith will be genuinely interested in the ideas that come from participants. The auto manufacturers all have concept cars…there should be a concept credit union!

Session 4 The 'Concept'
Credit Union
MAURICE SMITH
TUESDAY, AUGUST 27TH 3:00 P.M.

Maurice Smith, Have you ever imagined how the credit union of the future could look?

Session 5 Inspiring a Culture
of Growth
TIFFANY FORD
WEDNESDAY, AUGUST 28TH 8:30 A.M.

Credit unions may regard growth as the most compelling of success measures. Growth is easily measured objectively by ratios such as asset growth, loan growth and increase in ROA and net worth.

TIFFANY FORD

VIEW

TIFFANY FORD Inspiring a Culture of Growth

Credit unions may regard growth as the most compelling of success measures. Growth is easily measured objectively by ratios such as asset growth, loan growth and increase in ROA and net worth. While these measures of growth are extremely important at the root of these measures is the subjective matter of talent development.

The theory is that building the team leads to above average growth. Therefore, what does it take to build a culture where innovation, wowing members and achieving growth are the real motivational drivers in the credit union? Tiffany Ford has thinking about this a lot...and acting on her vision. Now CEO at the University of Michigan CU, she believes that talent development lies at the core of a legitimate growth culture. She will engage participants in deep deliberation about how credit unions can build sustaining growth cultures.

Session 6 Meaningful Community
Impact
TONY BUDET
WEDNESDAY, AUGUST 28TH 10:30 A.M.

What happens when a credit union Board and executive team commit themselves to ensuring their community prospers because its citizens are financially healthy and have ample opportunities for quality education, employment and housing?

TONY BUDET

VIEW

TONY BUDET Meaningful Community Impact

What happens when a credit union Board and executive team commit themselves to ensuring their community prospers because its citizens are financially healthy and have ample opportunities for quality education, employment and housing? Tony Budet, CEO of University FCU (UFCU), Austin, TX, is determined to find out. Last year, UFCU’s Board made a commitment to ensure its social purpose as a financial cooperative was more fully represented throughout the communities they serve. By focusing on three primary impact areas including post-secondary education, readiness and success; the improvement of access to quality middle skill careers and reduction of work barriers; and easier access to, and affordability of, housing and home ownership, the UFCU team has the passion and determination to foster great change. Budet will share the evolving story of his cooperative’s social purpose journey, successes thus far and plans for the future.

AGENDA

 

MONDAY AUGUST 26th

11:00 a.m.

Golf/Recreation

6:00 p.m.

Reception - Sponsored by

Catalyst Corporate FCU Logo

 

 

TUESDAY AUGUST 27th

7:00 a.m.

Breakfast - Sponsored by

FHL Bank Logo

8:30 a.m.

Steve Rick
Steve Rick



Is it Time to Be Thinking About Recession?

We are living during one of the longest periods of economic recovery in history. Labor is getting tight, but pressure on labor costs has not yet materialized. The Fed started pushing up rates, but then backed off. Short-term rates briefly (and barely) got above long-term rates. Now, there’s talk of stopping long term asset sales by the Fed in the fall. Are these signs that recession is around the corner? CUNA Mutual’s senior economist, Steve Rick will provide his views about how the economy will play out over the next year or two…and the impacts to credit union operations. As a special treat, Steve has been giving some thought to why inverted yield curves are correlated with recessions, why interest rates around the world are at record low levels and even negative interest rates…and where interest rates may be headed over the next 5 years. He’ll explore the impact all of this could have on credit union net interest margins.

10:00 a.m.

Break

10:30 a.m.

Brian Knollenberg
Brian Knollenberg



What Big Data Really Means and What It Offers Credit Unions and Banks

Brian Knollenberg, Banks and credit unions have more information about their members and customers than pretty much any other industry. But what is the right way to think about using that data in order to accomplish the objectives we all hold so near and dear? Onboarding New Members so that they have a PFI relationship with us, deepening product engagement, activating card utilization and of course- watching out for and nurturing their financial health. We’ll talk about how BECU approaches these key challenges, leveraging data and relevancy about our members to launch new programs, innovate with new technology, focus on the journeys that are relevant and provide impactful results and how you might integrate some of this into your business. No one has all of this figured out, and there is no silver bullet or magic wand but BECU has made real strides and transformed the way we market to our members along the way.

12:00 p.m.

Lunch

1:00 p.m.

Lisa Ginter
Lisa Ginter



Becoming 'Top of Mind'...Easier Said than Done

Kansas City is a major market for financial services. Competition is intense and consumer needs are as diverse as its residents. Lisa Ginter is the CEO at CommunityAmerica Credit Union in the heart of KC, and together with her leadership team, she has crafted a vision to differentiate from competitors by helping members achieve Financial Peace of Mind at every life stage. The goal is for CommunityAmerica to be the first place members and prospects turn when a financial opportunity or challenge arises, therefore staying top-of mind in a saturated market. The organization has been on a journey to explore how it can understand and predict member needs to proactively deliver customized marketing messages, financial plans and innovative tools across every channel. Lisa will share the CommunityAmerica story through an interactive discussion, giving insight into how they aligned all strategies towards standing apart from the rest in Kansas City.

3:00 p.m.

Maurice Smith
Maurice Smith



The 'Concept' Credit Union

Maurice Smith, Have you ever imagined how the credit union of the future could look? Join Maurice Smith, CEO at Local Gov’t Empl. FCU, in an exploration for the ‘ultimate’ credit union. He will share his concepts about the next generation of financial services. But, more important, he will describe how a credit union can organize itself to think about what it will take to wow members in the years ahead. The discussion reaches beyond the boundaries of present-day credit union structure and the legal charter. It will contemplate ideas that challenge the traditional ways of doing business. And, the discussion will not be one-way. Mr. Smith will be genuinely interested in the ideas that come from participants. The auto manufacturers all have concept cars...there should be a concept credit union!

6:00 p.m.

Reception - Sponsored by

CUNA Logo

 

 

WEDNESDAY AUGUST 28th

7:00 a.m.

Breakfast - Sponsored by

NCB Logo

8:00 a.m.

Tiffany Ford
Tiffany Ford



Inspiring a Culture of Growth

Credit unions may regard growth as the most compelling of success measures. Growth is easily measured objectively by ratios such as asset growth, loan growth and increase in ROA and net worth. While these measures of growth are extremely important at the root of these measures is the subjective matter of talent development.

The theory is that building the team leads to above average growth. Therefore, what does it take to build a culture where innovation, wowing members and achieving growth are the real motivational drivers in the credit union? Tiffany Ford has thinking about this a lot…and acting on her vision. Now CEO at the University of Michigan CU, she believes that talent development lies at the core of a legitimate growth culture. She will engage participants in deep deliberation about how credit unions can build sustaining growth cultures.

10:30 a.m.

Tony Budet
Tony Budet



Meaningful Community Impact

What happens when a credit union Board and executive team commit themselves to ensuring their community prospers because its citizens are financially healthy and have ample opportunities for quality education, employment and housing? Tony Budet, CEO of University FCU (UFCU), Austin, TX, is determined to find out. Last year, UFCU’s Board made a commitment to ensure its social purpose as a financial cooperative was more fully represented throughout the communities they serve. By focusing on three primary impact areas including post-secondary education, readiness and success; the improvement of access to quality middle skill careers and reduction of work barriers; and easier access to, and affordability of, housing and home ownership, the UFCU team has the passion and determination to foster great change. Budet will share the evolving story of his cooperative’s social purpose journey, successes thus far and plans for the future.

12:00 p.m.

Adjourn

 

 

TONY BUDET

TIFFANY FORD

LISA GINTER

BRIAN KNOLLENBERG

STEVE RICK

MAURICE SMITH