2014 Volunteers/Officials Leadership Conference

Event Date: Thursday, June 19, 2014
Time: 5:30 PM - 11:30 AM
Category: Education
Event Fee: $425.00
Registration Deadline: Friday, June 06, 2014
Location: Hilton Garden Inn - Bloomington
245 North College Ave.
Bloomington, IN 47404
(812) 331-1335


Educational Investment/Deadlines
$425 per person includes speaker’s fee, facility expenses, materials, refreshments, continental breakfast on Friday and Saturday, lunch on Friday and dinner for both Thursday and Friday. This fee does not include lodging or incidentals. The $180 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: $65 per person fee will cover golf, cart and lunch on Thursday, June 19, 2014. More information will be sent to the credit union prior to the outing.
Financial Literacy Training for FCU Volunteers In-Person Training – Parts 1 & 2 - $100 per person
The housing deadline has been extended to Friday, June 6, 2014.
The registration deadline has also been extended to Friday, June 6, 2014.
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 Hilton Garden Inn may be reserved by calling (812) 331-1335 and identifying the Indiana Credit Union League Volunteer/Officials Leadership Conference with the Group Code: ICUL to receive the reduced group rate of $129.95 per night for a king or two double beds room.
Reservations must be made by Friday, June 6.. Thereafter, reservations will be taken on a space- and rate-availability basis. All reservations are subject to a 3-day cancellation policy. Any reservation cancelled within three days of arrival will be charged one night room and tax as penalty.
To make your reservation online, click on this link and then follow these instructions: www.bloomingtonin.stayhgi.com
  1. Enter your Arrival and Departure dates - June 19-21 (or your preferred dates) – at the top right corner of the page.
  2. Click on the small red arrow box next to “Add special rate codes,” and enter Group Code “ICUL
  3. Click on "Check Availability.”
The correct rate should then appear of $129.95 for a king or two double beds room. If you have question or are quoted a different rate, please contact Kim Settles at (317) 594-5341 or (800) 285-5300 ext. 5341; cell (317) 408-6072 or education@icul.org.
FCUs: For room tax exemption, you must leave a copy of Form ST105 with the hotel.
Registration and Timing
Check in and pick up your materials from 5:30 – 6 p.m. on Thursday, June 19 and from 8:30 – 9 a.m. on Friday, June 20. Breakfast will be served on Friday, June 20 and on Saturday, June 21 The conference begins at 6 p.m. on Thursday and ends at 11:30 a.m. on Saturday. Standard Check-in is 3 p.m. Check-out is Noon. 
Volunteers/Officials Leadership Conference:
June 19-21, 2014

Thursday, June 19

9:30 a.m.
10:30 a.m.
Golf Outing
IU Golf Course, Bloomington, IN
4 – 5:30 p.m.
Financial Literacy for FCU Volunteers – Part 1
(Advance registration and additional fee applies.)
5:30 p.m.
6 – 7 p.m.
7:15 p.m.
Welcome and Opening Session:
The Power of Sharing Fire– A Salute to Credit Union Volunteers Who Give Members the Tools to Create a Better Future
Presented by Marc Hardy
Marc Hardy’s father was a school bus driver and a volunteer ambassador for the Teachers Credit Union in the 1960s, and he knows that being a credit union board member or volunteer for a credit union is crucial to its success. Dr. Hardy has trained many board members during his career and understands that being a board member is a tough, demanding responsibility that gets little recognition. He was a member of Teachers Credit Union for more than 35 years and is now a member of the Notre Dame Federal Credit Union, where he has both his business and personal accounts. Using humorous and profound personal stories, Dr. Hardy will share why what volunteers do is essential to an organization’s success, and even more important to the lives of the people the organization serves. Be prepared to laugh and learn as Marc explains what an “Ahowowa!” moment is and why they are important! 

Friday, June 20

8:30 a.m.
Registration and Breakfast
9 – 10:30 a.m.
2014 Economic & Financial Market Outlook: The Global Economy at a Crossroad
Presented by Scott Knapp, Director of Investment Strategy for the Retirement Plan Services Group, CUNA Mutual Group
The long-term impact of the financial crisis and Great Recession on the global economy was certain to be big, but most analysts were uncertain about the scope of changes that would occur. Now, after a modest recovery, implementation of extraordinary monetary policy and several debt crises around the globe, it is clear that the fundamentals of the economy have changed. During this session, the future state of the economy and financial markets will be discussed, including implications of structural change for investors and savers. 
10:30 – 10:45 a.m.
Refreshment break
10:45 a.m. – Noon
The Future Credit Union Board
Presented by Mark Lynch, President, Entertrainment Works, LLC
To survive and prosper into the future, credit union boards will need to meet changing times with new and improved governance policies and practices. In this presentation, Mark will outline what the future credit union board will look like, how it will operate and how the focus of the board will change. He will outline why boards will spend less time on operational issues and more time on strategic planning, risk management and performance monitoring, and he will discuss ways in which boards can do this.
Noon – 1 p.m.
Group Luncheon
1 – 2:15 p.m.
Electronic Payment Trends and Risks
Presented by Roger Nettie, Senior Risk Consultant, CUNA Mutual Group
An evolving landscape and technology on how the consumer performs electronic transactions today creates an understanding to manage the risk. Everyday a new payment vendor enters the electronic (deposit and payments) transaction space offering services through multiple channels. These channels may be online, mobile device, digital and mobile wallets, or tablet. Find out the trends and risk exposures facing these payment channels. Understand where the transaction trends are moving, who some of the vendors are and how cross channel fraud monitoring is becoming one of today’s “must haves” to manage overall transaction risk. This session will focus on transaction risk vulnerabilities and what controls and practices your credit union can consider to help reduce risk.
2:15 – 2:30 p.m.
Refreshment break
2:30 – 4 p.m.
Cracker Barrel – Issues Facing Credit Union Volunteers/Officials
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
4 p.m.
Adjourn for the evening
4:15 – 5:45 p.m.
Financial Literacy for FCU Volunteers – Part 2
(Advance registration and additional fee applies.)
6 p.m.
Group Dinner

Saturday, June 21

8 a.m.
8:30 – 10 a.m.
Regulatory Update
Presented by Joe Guilfoy, League VP, Consulting & Education, and Lisa Wolf, League Senior Consultant
Keeping up with the evolving scheme of federal regulations can be difficult, and the CFPB has certainly kept credit unions on their toes. This session will highlight recent federal regulations and enforcement actions, current regulatory issues for credit unions, and potential areas of focus for regulators going forward.
10 – 10:15 a.m.
10:15 – 11:30  a.m.
Update on Bank Secrecy Act
Presented by Dave Hawkins, League Senior Consultant/Director of Regulatory Analysis
This session will cover an update on the Bank Secrecy Act and be presented by Dave Hawkins.
11:30 a.m.
Speaker Bios
Conference Speakers
Joe Guilfoy, League Vice President, Consulting and Education
Dr. Marc Hardy, is the Director of Nonprofit Executive Education at the University of Notre Dame. He is a graduate of the Ph.D. program in Philanthropic Studies at the Center on Philanthropy at Indiana University and has taught nonprofit leadership and management at IU and Butler University. In 2006, he was voted the “Outstanding Associate Faculty of the Year” at the School of Public & Environmental Affairs at IUPUI. He was also formerly the Associate Director of the Institute for Research and Scholarship at Butler University where, over a three-year period, he helped triple the grant revenues for research and programs. He has led several nonprofit organizations and was once the Executive Director of a private operating foundation, the Fourth Freedom Forum, in Goshen, which is now the foremost think-tank in the country on the subject of peace through international trade incentives and economic sanctions. Marc has served as a board member of several nonprofit organizations, including a term as President of the National Speakers Association of Indiana.
An actor, director and playwright, he is the Past President of the Indiana Theatre Association. He is co-author of two books, “Only the Best on Customer Service,” and “Only the Best on Leadership” as well as several articles on management and leadership. Voted one of the top three speakers in the country during the “World Championship of Public Speaking,” he has spoken to more than four hundred groups in the U.S., Canada, Costa Rica, Puerto Rico, Mexico and the Caribbean. He has given over one hundred radio and television interviews, hosted his own morning radio show, and co-hosted a live public television interview show on WNIT-TV. He is currently the producer of a pilot for a public television show titled “Sharing Fire.”®
Dave Hawkins is Senior Consultant, Director of Regulatory Analysis at the Indiana Credit Union League and he has been with the League since 1987. Before joining the Consulting Department, Dave was the legislative and regulatory specialist in the Governmental Affairs Department where he helped ensure favorable legislation for credit unions and specialized in regulations and laws affecting credit unions' operations. Dave has attended numerous CUNA Regulatory Compliance Schools where national experts trained him on regulations and laws affecting credit unions.
Scott D. Knapp is the director of Investment Strategy for the Retirement Plan Services Group at CUNA Mutual Group. In this role, he is responsible for development of the group’s overall investment strategy and implementation of programs that help institutional investors meet their objectives. Knapp is the chairman of the Investment Committee that performs ongoing research and due diligence on investments offered in the group’s programs. He also designs and delivers state-of-the-art portfolio strategies that provide solutions to large or complex investment challenges. Knapp also enables a team of field-based investment advisor representatives to provide high-quality advice to plan sponsors across the country. Knapp joined CUNA Mutual Group in 1994 as vice president of Marketing & Client Service for MEMBERS Capital Advisors.
Prior to CUNA Mutual Group, he was an advisor to institutional and high-net-worth investors at Shearson Lehman Hutton and Prudential Securities. Knapp is a frequent contributor to trade press and author of several whitepapers that explore contemporary economic and investment issues. He is a regular keynote speaker at credit union and retirement plan industry forums across the country. In addition, Knapp is a former adjunct professor of economics at Lakeland College and currently serves as a lecturer of investments for the School of Human Ecology at the University of Wisconsin-Madison.
Knapp holds Chartered Financial Analyst (CFA) and Chartered Financial Consultant (ChFC) professional designations, and FINRA Series 7, 63 and 65 registrations. He is an active member of CFA Institute, the CFA Society of Madison, the American Society of Pension Professionals & Actuaries, and National Associations for Business Economics.
Mark Lynch has been a credit union member for 30 years and a credit union board director for 22 years.  Prior to moving to the United States from Australia, Mark worked with the Credit Union Foundation Australia (CUFA) in the position of Volunteer & Resources Manager.  He was responsible for increasing the profile and support base of CUFA within the credit union movement and coordinating the efforts of the Development Educators Network.  He was the Deputy Chairman of Australian  National Credit Union, then Australia’s largest credit union, Deputy Chairman of SurePlan, a Cooperative Friendly Society, and Deputy Chairman of Union Shopper, a national discount shopping cooperative.
He developed a special interest in board governance improvement while serving on boards in Australia and became actively involved in improving the level of governance on those boards.  He developed a governance improvement program, which includes an evaluation and rating system.  Mark uses this system when consulting to credit unions.  Mark became an Australian Credit Union Development Educator DE in March 1999 and a United States DE in 2001 and returned in 2002 as a mentor.  Since moving to the United States to live permanently in mid 2004, he has quickly established himself as a credit union speaker, consultant and trainer.  Since the beginning of 2005, he has given over 100 presentations to National, State & Chapter conferences in 39 states.  Mark now serves as a Field Coach for the National Credit Union Foundation.
Roger Nettie is a senior risk consultant with CUNA Mutual Group. In this role, he is responsible for understanding and addressing the risk, insurance, and compliance implications of emerging technology and payment systems. Nettie joined CUNA Mutual Group in 1985 and has served in numerous roles including product management, staff underwriting, compliance, and a P&C sales specialist. Prior to joining CUNA Mutual Group, Nettie held public accounting positions at local CPA firms.
Nettie is a Certified Public Accountant (CPA), a Certified Credit Union Executive (CCUE), an Accredited ACH Professional, and has a number of professional insurance designations. He is a frequent speaker on exposures and internal controls for credit union electronic commerce activities. For a number of years, Nettie served as the Audit Committee chairman of Great Wisconsin Credit Union, now Summit Credit Union.
Lisa Wolf is a Senior Consultant at the Indiana Credit Union League. Prior to joining the Consulting and Education Department at the League, Lisa was a Deputy Attorney General with the Office of the Indiana Attorney General, litigating government enforcement cases with a focus on lending and real estate. She has worked with federal and state agencies on joint investigations and litigation and has done numerous speaking engagements and training sessions on mortgage and foreclosure issues to a wide variety of audiences. Lisa attended law school at the University of Notre Dame.