Indiana & Kentucky Credit Union Leagues Managers Conference

Event Date: Monday, May 20, 2013
Time: 9:30 AM - 11:30 AM
Category: Education
Event Fee: $425.00
Registration Deadline: Friday, May 10, 2013
Location: French Lick, IN
French Lick Springs Resort & Casino
8670 West State Road 56 
French Lick, IN  47432
(812) 936-9300


Educational Investment/Deadlines
$425 per person includes speaker’s fee, facility expenses, materials, refreshments, lunches on Tuesday and Wednesday, breakfast on, Tuesday, Wednesday and Thursday, and dinner on Wednesday. Guests are welcome to attend. The $175 guest fee includes refreshments, breakfasts, lunches Tuesday and Wednesday, and dinner on Wednesday. This fee does not include lodging, other incidentals. Small CU Discount applies to the participant only, it does not apply to guests and does not include golf. 
Golf Price: $100 per person
There is a Wednesday, May 22, 2013 – Dinner only option available for $85 per person.
The housing deadline is April 26, 2013.
The registration deadline is May 10, 2013.
Who Should Attend
Presidents, chief executive officers, managers, and senior management from all affiliated credit unions are encouraged to attend.
Room reservations will be made via a rooming list. Please indicate your preference for a king or two double beds, smoking or non-smoking; arrival date, departure date and any special needs/requests. The rate is $135 for up to two people per room. Please note that the hotel will make every attempt to accommodate your room type preference. This is not, guaranteed. All rooms will be paid for once you arrive.
FCUs: For room tax exemption, you must leave a copy of Form ST105 with the hotel upon check-in. You must also pay with a company-issued credit card and/or credit union check. 
Hotel reservations must be made by April 26, 2013. After this date, reservations will be taken on a rate and space availability basis.
EARLY DEPARTURE FEE: Please note there is an early departure fee of one night’s room and tax for reservations changed and/or cancelled less than 24 hours in advance. If you have questions regarding housing or conference registration, please contact Kim Settles at (800) 285-5300 ext. 5341 or (317) 594-5341 or via email at
Check in for golf on Monday, May 20. Check in for the conference and pick up your materials from 8:30 – 9:30 a.m. or 11 a.m. – Noon on Tuesday, May 21. The conference will officially begin with lunch on Tuesday, May 21.
Indiana and Kentucky Credit Union Leagues Managers Conference
Schedule of Events
(All times show are EDT time.) 
Housing Deadline – Monday, April 26, 2013. Made by rooming list.
Registration deadline – May 10, 2013

Monday, May 20

  9:30 a.m.                                    Registration for Golf
  10:30 a.m.                                  Golf Outing
                                                     Donald Ross Golf Course, French Lick, IN

Tuesday, May 21

9 –11:30 a.m.
Managers Network & Breakfast
Facilitated by: Joe Guilfoy, VP Consulting & Education
(Please indicate your attendance for this event on the registration form. No additional fee for conference attendees.)
11 a.m.
Noon – 1 p.m.
Group luncheon
1 p.m.
Welcome/Opening remarks
Economic and Credit Union Industry Update
Presented by: Dave Colby, Chief Economist, CUNA Mutual Group
U.S. economic activity is slowly gaining traction, but the road to recovery continues to be rough at best and downside detours abound. Please join Dave Colby for a thought-provoking discussion of the latest consumer oriented economic forecasts, key risk factors and his outlook for the nation’s credit unions. Since current forecasts show credit unions on a less than robust path, Dave will share industry best practices to succeed during uncertain times. These actionable strategies are gleaned from successful credit unions throughout the country.
2:30 – 2:45 p.m.
Refreshment break
2:45 – 4:00 p.m.
CFPB Overview and Update on Compliance: What to Expect for the rest of 2013
Presented by: Erin O’Hern, Compliance Attorney, PolicyWorks
Credit unions are facing unprecedented regulatory compliance challenges. During this session, Erin O’Hern will provide a high level overview of the Consumer Financial Protection Bureau (CFPB) and its most recent activity. She will provide an update on the most critical compliance issues currently facing credit unions including proposed and final rules concerning mortgage lending and other areas of service. She will also explain how compliance issues will impact credit unions in the coming year.
4 p.m.
Adjourn to an evening on your own.
Wednesday, May 22
Breakfast is available in the Grand Colonnade restaurant located on the first floor of the hotel starting at 6 a.m. and is included in your registration fee.
8:30 – 10 a.m.
Enterprise Wide Risk Management: Techniques to Achieve Financial Success at Your Credit Union
Presented by: Joe Ghammashi,
CRP, Senior Vice President and Chief Risk Officer, Corporate One FCU
This presentation will cover how to utilize Enterprise Wide Risk Management (EWRM) techniques to achieve financial success at your credit union. It is focused on the practical application of EWRM in the strategic and tactical decision process at a credit union, as well as, the enterprise level risks. Topics covered will include EWRM and the strategic plan, the role of EWRM in operational risk management, credit risk management, interest rate risk management and the overall governance of a credit union.
10 – 10:15 a.m.
Refreshment break
10:15 – 11:30 a.m.
The One-page Strategic Plan: How to Build and Execute Your Credit Union's Plan for Success
Presented by: Brad Smith, President, Abound Resources
With increasing competition, an expanding regulatory burden and growing member demands, strategic plans are the CEO’s and Board of Directors’ primary tool for growth and the key management tool for prioritizing all of your initiatives. Strategic plans should not be done simply for the regulators. They aren’t exercises in wordsmithing. They don’t need to fill three-ring binders. In fact, our experience says that 30-page strategic plans never get implemented. This session will focus on the keys to successful strategic planning including:
·         Five key questions you must answer in your plan
·         How to build and execute a one-page plan
·         How to hold your team accountable on execution
·         Why “service” and “relationships” aren’t competitive advantages
11:30 a.m. – 12:30 p.m.
Group luncheon
12:30 – 2 p.m.
The Credit Union Opportunity in Small Business: Growing Deposits, Loans and Fee Income
Presented by: Brad Smith, President, Abound Resources
With the continued assault on consumer lending and fees, now is the ideal time to exploit small business opportunities. Recent surveys show that small businesses are more willing than ever to use a credit union for all their financial needs. And, unlike many consumers, member businesses are willing to pay fees. This presentation will discuss how to grow fees, deposits and loans from small businesses; the products you need, pricing best practices; and the best way to sell and market to small businesses.
2 – 2:15 p.m.
Refreshment break
2:15 – 3:30 p.m.
Maximizing Mobile Lending Trends
Presented by: Robert Israelite, CUNA Mutual Group
Recent research reports that today 44% of US consumers carry smartphones and that ownership is highest among 25-34 year olds (64%) and 18-24 year olds (53%). How do you meet your members changing channel preference through your credit unions consumer lending program? In this session we’ll review the demographic and technology trends and help you learn how you can maximize mobile lending for your credit union.
3:30 p.m.
Network, Reception & Dinner Event
5:30 p.m.
Network & Reception
6 p.m.
Group dinner
Entertainment presented by:
Brandon Holder
(Please indicate your attendance for this event on the registration form. No additional fee for conference attendees.)
This group reception and dinner will allow for continued networking of credit union peers while enjoying the background entertainment of Brandon Holder.
Thursday, May 23
Breakfast is available in the Grand Colonnade restaurant located on the first floor of the hotel starting at 6 a.m. and is included in your registration fee.
8 – 10 a.m.
State-level Legislative Update
Presented by: Chris Beaumont, Indiana League VP Governmental Affairs & Debbie Painter, Executive Vice President, Kentucky League
This session will include state-specific updates from each League on the current regulatory and legislative environment, how credit unions can and should be active in political involvement, and solicitation of feedback on additional ways the Leagues can support credit unions in the regulatory and legislative areas.
10 – 10:15 a.m.
Refreshment break
10:15 – 11:30 a.m.
National Legislative Update with Q & A
Presented by: Sam Whitfield, Vice President, Governmental Affairs, CUNA & Affiliates
This national level legislative update will include insight from Sam Whitfield as he shares advice from the Hill and information on what credit unions can do educate and defend credit union interests at the national level. This session will conclude with a Q & A portion.
11:30 a.m.
Speaker Bios
Conference Speakers
Chris Beaumont, League Vice President, Governmental Affairs
Dave Colby is Chief Economist for CUNA Mutual Group. His primary responsibilities include conducting strategic research, analysis, and forecasting of the financial services industry with special emphasis on the consumer and credit union markets. His forecasts help start the strategic planning process and create a clear understanding of the underlying trends and links between the general economy, the financial services industry, and CUNA Mutual’s policyowners.
Dave is a founding member of the Credit Union Economics Group, which provides a broad perspective of macroeconomic and credit union trends. He joined CUNA Mutual in 1977 as a Corporate Research Specialist and has progressed through the organization. His knowledge of the national economy, the consumer financial marketplace, and the credit union system has led him to many task force assignments and he is a frequent speaker at industry conferences. He holds the Fellow, Life Management Institute (FLMI) designation.
Joe Ghammashi, CRP, Senior Vice President and Chief Risk Officer, joined Corporate One FCU in 2005. He has over 25 years of financial services experience, both in a risk taking capacity and in a risk management and mitigation role. Ghammashi’s experience encompasses investment, balance sheet management, strategic planning, as well as, interest rate, market, credit, operational and technology risk. Ghammashi has a track record of developing, implementing and maintaining risk management processes at several financial institutions. As Chief Risk Officer, Ghammashi is responsible for the development and implementation of an enterprise wide risk management function.
Joe Guilfoy, League Vice President, Consulting and Education
Robert Israelite is a LOANLINER Sales Specialist for CUNA Mutual Group. He specializes in credit union compliance for consumer, home equity and business lending, as well as opening new accounts and creating documentation needed to support credit union operations. In addition, he works with credit unions to develop and implement their online lending strategy.
Robert joined CUNA Mutual Group in March 2000 as a master trainer with the Sales Development and Training department. In 2005, he moved into the field as a business consultant, serving credit unions in northern Illinois. He then accepted a position as a lending sales specialist for national accounts in 2006, serving credit unions in Illinois, Wisconsin, Iowa, Missouri and Indiana. He began his current position in March 2008. Robert has been named to President's Council, CUNA Mutual Group’s highest sales honor four times. Mr. Israelite is a frequent speaker on topics such as lending strategy and regulation compliance on behalf of CUNA Mutual Group at regional and national events.
Erin O’Hern is  a compliance attorney with PolicyWorks, an organization that specializes in providing regulatory compliance solutions for credit unions. At PolicyWorks, Erin serves as a resource for credit unions’ compliance questions, informs credit unions of new compliance requirements, and maintains a comprehensive understanding of federal regulations impacting credit unions. She is a resource for credit unions to stay appraised of current and future compliance deadlines.
Prior to joining PolicyWorks, Erin worked as a staff attorney for Iowa Legal Aid where she handled a variety of civil law cases. She is a member of the Iowa State Bar Association. Erin has also earned CUNA’s Credit Union Compliance Expert Designation (CUCE).
Debbie Painter, Executive Vice President, Kentucky League
Brad Smith has over 20 years’ experience helping financial institutions achieve their business goals by integrating strategy with sales, marketing, operations, and technology best practices. He is an advisor to several trade associations, an instructor at several financial institution schools, and is a frequent speaker at state and national conventions.
Brad is the co-founder and President of Abound Resources, a full service management consulting firm, which helps community and small regional financial institutions achieve their strategic, sales, operations, technology and risk management goals. Prior to co-founding Abound Resources, Brad served as the Manager of Deloitte & Touche’s Community Bank Technology Consulting practice. He was instrumental in getting CUNA Strategic Services endorsement of Abound Resources.
CUNA has named former Capitol Hill staffer Sam Whitfield to serve as its new vice president of legislative affairs. Whitfield has previously worked on Sen. Trent Lott's (R-Miss.) staff, in the senator's roles as both Senate majority leader and Republican leader. He also served President George W. Bush's administration as a legislative analyst/public affairs specialist with the White House Office of National Drug Policy, and worked as a press officer for the Coalition Provisional Authority in Baghdad, Iraq. He most recently served as a legislative representative for the National Association of Realtors. Whitfield's primary role will be to manage the association's team of congressional advocates and their efforts to execute credit union/CUNA strategies on Capitol Hill.
Growing up near the country music capital of the world made music an integral part of Brandon Holder's life from the outset.  His family toured as a Southern Gospel quartet whose four-part harmony gave him a foundation for how music should form one, full sound. Material from the 1950s, 70s, and 80s has influenced his music, with county, jazz, southern gospel and rhythm and blues among Brandon's favorite genres .Regardless of the instrument of choice and the song of the moment, Brandon is simply keepin' it country!
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