Volunteer/Officials Leadership Conference

Event Date: Thursday, June 20, 2013
Time: 9:30 AM - 11:30 AM
Category: Education
Event Fee: $425.00
Registration Deadline: Wednesday, June 19, 2013
Location: Horseshoe Casino Hotel in Southern Indiana
Horseshoe Casino Hotel in Southern Indiana
11999 Casino Center Drive SE
Elizabeth, IN  47117
(877) 462-7663


Educational Investment/Deadlines
$425 per person person includes speaker’s fee, facility expenses, materials, refreshments, continental breakfast on Friday and Saturday, lunch on Friday, dinner for both Thursday and Friday. This fee does not include lodging or incidentals. Guests are welcome to attend. The $150 guest fee will cover all expenses for dinner on both Thursday and Friday, continental breakfast on Friday and Saturday and lunch on Friday. This fee does not include lodging or incidentals. Small CU Discount applies to the participant registration fee only and does not include golf.
Golf Price: $80 per person fee will cover golf, cart and lunch on Thursday, June 20, 2013. More information will be sent to the credit union prior to the outing.
The housing deadline has been extended to June 12, 2013.
The registration deadline is June 14, 2013.
Who Should Attend
Members of board of directors, officials, credit committee and supervisory committee and anyone else who holds a volunteer position at the credit union.
Rooms at the Horseshoe Casino & Conference Center may be reserved by calling 866-766-2671 and identify the Indiana Credit Union League – Volunteer/Officials Leadership Conference with the following Group Code: S06IVLC (note: second digit is a zero.) for the reduced group rate of $89 per night for single or double rooms. Rooms with 3 or 4 people in the room will be charged an additional $10 per person.
Reservations must be made by June 5, 2013. Thereafter, reservations will be taken on a space- and rate-availability basis. All reservations are subject to a 24-hour cancellation policy. Any reservation cancelled within 24 hours of arrival will be charged one night room and tax as penalty.
FCUs: For room tax exemption, you must leave a copy of Form ST105 with the hotel.
Check in and pick up your materials from 6 – 6:30 p.m. on Thursday, June 20 and from 8:30 – 9 a.m. on Friday, June 21. Breakfast will be served on Friday, June 21 and on Saturday, June 22. The conference begins at 6 p.m. on Thursday and ends at 11:30 a.m. on Saturday. Check-in is 4 p.m. Check-out is 11 a.m.
Volunteer Leadership Conference:
June 20-22, 2013
Horshoe Casino Hotel
11999 Casino Center Drive SE
Elizabeth, IN 47117
(877) 462-7663
Volunteer/Officials Leadership Conference Schedule of Events
Housing Deadline – Wednesday, June 5, 2013.
Registration deadline – Friday, June 14, 2013

Thursday, June 20

9:30 a.m.
Registration for Golf
10 a.m.
Golf Outing:  Chariot Run Golf Course
45:30 p.m.
Financial Literacy for FCU Volunteers – Part I
(Advance registration and additional fee applies.)
5:30 p.m.
Conference Registration
6 – 7 p.m.
7:15 p.m.
Welcome Remarks:
Frank Gulley, League Chairman, and John McKenzie, League President
Opening Session: Lessons Learned in Afghanistan
Presented by: Jeremy Gulley, Director of Educator Effectiveness, Jay School Corporation,
and Executive Officer of the 2nd Battalion-152nd Infantry Regiment
As a member of the Indiana National Guard, Jeremy was deployed to Afghanistan for one year. While in Afghanistan he had the opportunity to work with teachers and students in Afghan high schools. Jeremy will discuss his experiences in Afghanistan and what those experiences have taught him not just about Afghanistan, but also about the American spirit.

Friday, June 21

8:30 a.m.
Registration and breakfast
9 – 10:30 a.m.
Voice of the Board Leader
Presented by: Jack Wolf
In these turbulent economic times members and employees are looking to their credit unions and the credit union leadership for stability, creativity and member services above and beyond what is normally received. During this highly interactive session Dr. Wolf will have you immersed in a virtual Board meeting that is unique in its design yet highly effective in its results. Prior Board members have rated this session as the top learning they have received at their State conventions.
This session is designed to provide tools you can apply with your Board and local CU leadership to create improved focus, increased workplace performance and results. The session will include exercises that model:
1)    How to creatively collect accurate data from any audience at any time whether in person or by distance meeting.
2)    How to structure performance/results questions to elicit accurate and honest responses.
3)    How your Board can increase its impact on the senior leadership of the CU.
4)    How to design Board/leadership interactions that result in actions that will increase the bottom line.
5)    How to design Board meeting packages that keep the agenda alive after the meeting has ended.
10:30 – 10:45 a.m.
Refreshment break
10:45 a.m. – Noon
The Shift to Performance Based Leadership
Presented by: Jack Wolf
With the negative press of the banking industry in the last 5 years Credit Unions have an opportunity to increase market share in deposits, loans and other product offerings. This market opening means that local CU leadership has to be skilled in creating a highly functioning team of employees that provide members with service, product knowledge and clear communication that stimulates new business and increased market share with existing members.
This session will be a series of interactive exercises that you will experience and then leave with an outline and instructions on how to implement these creative performance based tools back at your CU branches and home office. The session will have exercises that focus on:
1)    How to increase your effectiveness when holding meetings with your teams.
2)    How to collect accurate performance data to uncover potential gaps.
3)    How to create a leadership pipeline using performance based feedback and clear communication.
4)    How to leave all employee interactions with a call to action, accurate measurement/feedback systems and the confidence that your requests will be executed.
5)    How to keep motivation at an inspired level.
Noon – 1 p.m.
Group luncheon
1 – 2:15 p.m.
10 Risks You Need to be Aware of Today: The Director's Role in Managing Risk
Presented by: Joni Lovingood, Senior Consultant, Credit Union Protection Risk Management, CUNA Mutual Group
Running a credit union is different now. Economic drivers, the current regulatory and social climate, and technology advances have all increased exposures for credit unions and the people who run them. In this session the presenter will talk about current loss trends and give insights into emerging risks. You will obtain recommendations on setting a risk tolerance strategy that aligns with business goals and tips on how/when a director should react in specific instances that could pose a threat to your credit union.
2:15 – 2:30 p.m.
Refreshment break
2:30 – 4 p.m.
Economic and Credit Union Industry Update
Presented by: Bob Larson, Financial Support Consultant, 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 CUNA Mutual Group’s Bob Larson, 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, Bob will share industry best practices to succeed during uncertain times. These actionable strategies are gleaned from successful credit unions throughout the country.
4 p.m.
4:155:45 p.m.
Financial Literacy for FCU Volunteers – Part II
(Advance registration and additional fee applies.)
6 p.m.
Group Dinner: Horseshoe Casino
Saturday, June 22
8 a.m.
8:30 – 10 a.m.
Panel Discussion – Issues Facing Credit Union Volunteers/Officials
Presented by:  Panel
This session provides an opportunity to hear from a panel of your peers as they discuss various important issues facing credit union volunteers today. Input from all attendees will be welcomed during the discussion. Among the potential issues to be discussed are:
·         Building a strong Board/CEO relationship
·         Growth/survival strategies in the current economic/regulatory environment
·         Board and regulator interaction- how do we improve this?
·         Strategic planning and the Board's role in the process
·         Community outreach and its importance to credit unions
10 – 10:15 a.m.
Refreshment break
10:15 – 11:30 a.m.
Update on Bank Secrecy Act
Presented by: Dave Hawkins, Senior Credit Union Consultant,
Indiana Credit Union League
11:30 a.m.


About the Speakers
Major Jeremy Gulley began teaching United States History at Jay County High School in January of 1996 and has worked a total of 12 years for the Jay School Corporation. He has held positions as teacher, dean of students, assistant principal and high school principal. Jeremy is also a 21-year member of the Indiana Army National Guard with service in Bosnia and Afghanistan.
Jeremy is currently Director of Educator Effectiveness for the Jay School Corporation and serves as Executive Officer of the 2nd battalion-152nd Infantry Regiment headquartered in South Bend, Indiana.
Major Gulley’s Awards include:
·         Bronze Star Medal and Combat Action Badge recipient, Afghanistan, 2011
·         Oxford Educational Roundtable, participant, Oxford, England, 2008
·         Humanitarian Service Medal - Hurricane Katrina, Operation Hoosier Relief, 2005-
·         Indiana’s American Legion Educator of the Year, 2005
·         Indiana's James Madison Memorial Fellow, 1999
Dave Hawkins is a senior consultant at the Indiana Credit Union League, and he has been with the League since 1987. Before joining the Consulting Department, he was in the Governmental Affairs Department where he helped ensure favorable legislation for credit unions and became a specialist in regulations and laws affecting credit unions’ operations. Hawkins has attended numerous CUNA Regulatory Compliance Schools where he gained insight from national on how regulations and laws affect credit unions. He writes articles, answers credit union questions and conducts seminars and training sessions on regulatory compliance issues, deposit account issues and strategic planning.
Bob Larson is a financial support consultant at CUNA Mutual Group. He is responsible for providing financial and consulting support to the account teams for large and mid-size credit unions. He is accountable for demonstrating the financial impact of CUNA Mutual Group products on credit union financial goals.
Larson provides high-quality financial analysis tools to communicate the value of CUNA Mutual Group solutions. He helps account teams become more successful by providing analytical support throughout the sales process. He also provides financial coaching and training to help account teams successfully articulate the financial impact of our solutions.
Prior to joining CUNA Mutual Group in 2004, Larson was the director of accounting for Affinity Plus Federal Credit Union of St. Paul, Minn. There he was responsible for the asset liability management, the investment portfolio and monthly financial statements. Previously, Larson was an accounting manager for Postal Credit Union in St. Paul. He has more than 20 years of credit union experience, all focusing in areas of accounting and finance.
Joni Lovingood is a senior consultant in Credit Union Protection Risk Management for CUNA Mutual Group. In this role she assists credit unions in identifying areas of risk in their operations and recommends appropriate controls to reduce loss exposures. She is also responsible for ensuring the completion of the Fidelity Analysis Program, designed to detect ongoing embezzlements in credit unions.
Lovingood joined CUNA Mutual Group in 1997 as a loss prevention specialist and was promoted to risk management specialist 1998. She became a senior risk management specialist in 2001 and was promoted to risk manager-product expert in 2008.
Prior to joining CUNA Mutual Group, Lovingood was a senior auditor for American Share Insurance, a private insurer for state chartered credit unions.
Lovingood holds the Certified Risk Manager (CRM) and Certified Fraud Examiner (CFE) designations.
For over 25 years Jack Wolf, PhD, CPT has designed and presented training programs on workforce performance improvement, sales, performance communication tools and effective meeting techniques. His book "Powerful Presentation Techniques" is the sole reference material for the National Education Association and for the leadership of the U.S. Olympic Coaches Training Center.
Jack has an MBA and PhD in business and was a licensed registered rep for 14 years before entering into the training industry with a focus on financial institutions. His CU clients include the States of Michigan, Maryland and Virginia. His financial clients include ING, Key Bank, AIG, Royal Alliance and numerous credit unions and fund companies.
He presented at the last 3 International conventions of ASTD on the topic of front line managers as partners in performance improvement with senior leadership. His "Keys to closing the Sale" classes are used by FedEx, HBO, Starbucks and SiriusXM. As a fun fact...he contracted with the Government of Hong Kong to train managers on meeting and leadership skills as they prepared for the 2008 Olympics.
Please share this information as appropriate in your credit union. If there are others at your credit union who would like to be added to the list to receive information about the League's upcoming education sessions, please reply to this email.