Annual Meeting & Convention
October 11-13, 2017 | Seelbach Hilton | Louisville, KY
The Kentucky Credit Union League is proud to provide Kentucky Credit Unions with this distinguished opportunity for improvement, growth, and Infinite Possibilities.
The 83rd KCUL Annual Meeting and Convention features a comprehensive agenda of top-of-mind issues, the KCUL Business Meeting, a golf outing, an awards banquet, entertainment and an extensive showcase of business partners and exhibitors.
Whether you are a credit union professional or volunteer, from a small or large credit union, you will find useful information geared towards your needs.
|Wednesday, October 11|
|9:00 a.m.||KCUL Board Meeting|
|11:00 a.m.||Golf Scramble at Valley View Golf Club (Floyds Knobs, IN)|
|5:00 p.m. - 7:30 p.m.||Registration Open|
|7:30 p.m. - 10:30 p.m.||Opening Dinner & Murder Mystery Show!|
|Thursday, October 12|
|8:00 a.m. - 5:00 p.m.||Registration Open|
|8:15 a.m. - 9:00 a.m.||Registration & Continental Breakfast|
|8:45 a.m. - 9:00 a.m.||Opening Remarks|
|9:05 a.m. - 9:30 a.m.||Opening Keynote: Jim Nussle, President/CEO of CUNA|
|9:30 a.m. - 10:15 a.m.||Keynote: Dr. Samuel Jones|
|10:30 a.m. - 11:25 a.m.||Education Breakout Sessions|
|11:30 a.m. - 1:00 p.m.||Exhibit Hall Opening and Lunch|
|1:00 p.m. - 1:55 p.m.||Education Breakout Sessions|
|2:05 p.m. - 3:00 p.m.||Education Breakout Sessions|
|3:00 p.m. - 5:00 p.m.||Exhibit Hall Happy Hour|
|7:00 p.m. - 10:00 p.m.||Awards Banquet|
|Friday, October 13|
|7:00 a.m. - 12:30 p.m.||Registration Open|
|8:00 a.m. - 10:00 a.m.||Governmental Affairs Breakfast with Keynote Speaker, Dennis Dollar|
|10:00 a.m. - 10:30 a.m.||Check Out Break|
|10:30 a.m. - 11:00 a.m.||Members' Business Meeting|
|11:15 a.m. - 12:00 p.m.||Emerging Leaders Breakout Sessions|
|12:15 p.m. - 1:30 p.m.||Emerging Leaders Recognition Luncheon with Closing Keynote Speaker: Todd Romer|
The Exhibit Hall is a ONE-DAY event. Below is a tentative schedule for our vendors:
|Wednesday, October 11|
|11:00 a.m.||Golf Outing*|
|7:30 p.m.||Opening Dinner & Entertainment*|
|Thursday, October 12|
|8:00 a.m.||Registration and Exhibit Booth Set-Up|
|11:30 a.m. - 1:00 p.m.||Exhibit Hall Open with Lunch & Cash Prizes|
|3:00 p.m. - 5:00 p.m.||Happy Hour & Door Prizes|
|5:15 p.m.||Exhibit Hall Tear Down|
|7:00 p.m.||Awards Banquet*|
*Ticketed event. Requires advanced purchase and registration.
Exhibitors fall into one of these three (3) categories:
1. League affiliates
2. KYCUL Services business partners and endorsed vendors, and
3. Non-endorsed vendors.
Business partners and endorsed vendors provide a service or product which has been reviewed by KYCUL Services and which, based upon review and analysis, is believed to be of a quality nature and worthy of endorsement. Affiliates, business partners and endorsed vendors are clearly identified by signs at their exhibit booths.
The products and services of non-endorsed vendors have not been reviewed or analyzed and KYCUL Services and the League make no representations with regard to their quality.
We encourage credit unions to investigate non-endorsed vendors thoroughly before purchasing their products and services.
Below is the list of current exhibitors. Please check back frequently as we update our list.
|CUNA Mutual Group (CMG)
|3SI Security||Greenpath Financial Wellness|
|CO-OP Financial Services||Kentucky Kingdom & Hurricane Bay|
|Creative Marketing||Kings Island
|Financial Standards Group||PolicyWorks LLC|
|John M. Floyd & Associates|
|Anthem Bank & Trust||Golden Eagle Insurance|
|Arthur J. Gallagher & Co.||ICA/Depreciation Protection, Inc.|
|ATM Solutions||K4 Architecture & Design|
|Callahan & Associates||Key2Key Loyalty|
|Christopher M. Hill & Associates||LenderSelect Mortgage Group|
|CliftonLarsonAllen LLP||Mortgage Insource Services|
|CU Companies||Multi-Bank Securities, Inc.|
|CULiance (formerly CU24)||Revenue Path Group|
|DMLO CPAs||Share One Inc.|
|Evans, Simpson and Associates, Inc.||TNT Erectors|
|FHLB Cincinnati||Visible Equity|
|Fifth Third Bank||Volunteer Corporate Credit Union|
Keynote Speakers and Topics
Opening Keynote: Jim Nussle
CUNA: Your Strongest Advocate
Nussle will be focusing on the future of CUNA, how interdependence between CUNA and the state credit union leagues is essential and why advocacy is critical for the credit union movement. CUNA is the largest and most influential national financial services trade association in the country advocating on behalf of credit unions and their 110 million members.
Jim Nussle is president and CEO of the Credit Union National Association (CUNA), the largest and most influential national financial services trade association in the country advocating on behalf of over 6,000 credit unions and 105 million credit union members.
Since his appointment in September 2014, Nussle has worked to position credit unions as America's best financial partner. By streamlining the association's structure and operations, Nussle has shaped CUNA into a lean, strategic and results-driven organization recognizing that credit unions demand value of membership and advocacy results. Under Nussle's leadership, CUNA, the credit union state leagues, and the credit union movement have secured a number of victories including the long-term highway funding bill of 2015 being signed into law by President Obama which contained key regulatory relief provisions for credit unions.
Think about a time when you were deeply engaged, when something or someone touched a nerve, and resonated with what truly matters to you. Well, in this digital economy, credit union leaders face challenges such as changing member behavior, a decline in branch traffic and many more. Therefore, credit union leaders must apply the power of purpose in order to survive these challenging times. Today's session will help credit union leaders develop real, purposeful, two-way relationships with their members and other audiences around the creation of an exchange of value to achieve desired goals –thinking like your members, building member relationships, serving around a shared purpose –as a result.
As a former college and professional athlete with years of executive management experience, Dr. Jones has overcome incredible obstacles to now enjoy a life of service. Dr. Jones is a passionate facilitator and speaker who really connects with his audience on the topics that matter most.
Today, he is passionate about the success and significance of individuals and organizations. He shares his personal expertise through his own experiences in order to highlight personal and professional know-hows that will truly make a difference. Dr. Jones is the author of "The Man I Never Knew: How Leadership Can be Developed by Faith, Family, and Friends" and "Live Life on Purpose: From Discovery to Practice." His 3rd book "Winning Before & Beyond the Finish Line: From Survival to Success to Significance" is forthcoming (2017).
Dr. Jones received a Bachelor's degree in Advertising, a Master's degree in Public Relations from the University of Southern Mississippi and a Ph.D. from Mississippi State University in Educational Leadership. After his basketball career at USM, he continued his professional basketball career in Finland. Today, he conducts leadership training, seminars, and workshops.
He is also a certified instructor for Jack Canfield's Success Principles program, a proud member of the National Speakers Association and a member of the Alumni Hall of Fame at the University of Southern Mississippi.
NCUA, CFPB and What Might the Next Four Years Bring to Credit Union Regulation
A new Trump administration with Congress under control of the same party as the White House will impact the direction of regulation for credit unions in the next four years and perhaps for decades to come. As the regulatory pendulum swings, there will certainly be changes for credit unions. Former NCUA Chairman Dennis Dollar has a first-hand insider's view of the change in regulatory approach that can come with a change in control of the White House and the regulatory agency appointment process. He will engage a lively session to peel back the outer layers of the regulatory process and get into the meat of what will likely happen -- and what probably will not -- under a change in administration. With particular emphasis on credit union regulation with insights on both NCUA and the CFPB, Chairman Dollar will provide the type of unique analysis that can only be gained by being inside the beltway in the center of the regulatory process during a change of administration.
The Trump Effect will examine such questions as:
- What will the NCUA Board look like under President Trump?
- What will be the regulatory approach?
- Will the Risk-Based Capital rule take effect in 2019 as scheduled?
- What about secondary capital?
- Will we see an expanded exam cycle going forward?
- Will the swinging regulatory pendulum keep swinging?
- What will be the impact on credit union mergers?
- Will credit union growth be thwarted or enhanced?
- What about the CFPB and what will it look like?
Voted by the readers of Credit Union Times as the most influential credit union leader of the past 25 years, Dennis Dollar is the principal partner in Dollar Associates, LLC, a full-service consulting group focusing on credit unions and the organizations that serve them.
Mr. Dollar's background is extensive in the credit union and public policy arenas.
Dennis Dollar was appointed by President George W. Bush to serve as Chairman of the National Credit Union Administration (NCUA) Board in 2001. Mr. Dollar had served on the three-member Board since being confirmed by the U.S. Senate in 1997, having been a member of the NCUA Board during the most far-reaching period of legislative and regulatory change in the history of the American credit union movement. As part of the NCUA Board, Mr. Dollar oversaw the making of all regulations for federal credit unions and the administration of the federal insurance fund covering approximately 9500 federal and state chartered credit unions in the United States.
In his capacity as NCUA Chairman, Mr. Dollar also served as Vice Chairman of the Federal Financial Institutions Examination Council (FFIEC). The FFIEC is charged by the U.S. Congress with the responsibility for coordinating the examination and supervision programs of the five federal financial regulatory agencies.
10:30 a.m. - 11:25 a.m. Thursday Education Sessions
10:30 a.m. - 11:25 a.m. Breakout Education Sessions
|Topic Title:||Brain Science to a Better Message|
|Audience:||CEO, Executive, BOD|
|Speaker:||Paul Davison, COO Revenue Path Group|
|You’re coming up on your biggest challenge as a leader and you probably don’t even know it… Leading in the accelerating age, where distraction and commoditization are rising and loyalty is declining, will test us all as leaders. Standing out to potential members and getting existing ones to engage more is hard and with so many alternatives and distractions, it’s getting even harder. You’ve always fought to be unique in a world that seeks to commoditize “banking”. So, here’s your chance! During this dynamic workshop, you will learn about the latest findings in neuro research to how your members scientifically make a buying decision. You will learn how to craft brain friendly messages; making them easier to understand, easier to digest, and lead to faster and more efficient decisions by your members, all day, and every day on their path to purchase.|
|Topic Title:||The Battle for Executive Talent|
|Speaker:||Mike Bremer, Executive Benefits Specialists, CUNA Mutual Group|
|It’s no secret that credit union executives are being wooed away by other organizations, including the credit union down the street. Find out key elements of a real leadership continuity plan that will help your credit union stay competitive in the war for top talent, and prevent disruption of meeting your strategic and financial goals. Learn how to leverage your succession plan beyond the CEO position, so it’s not just a short-term contingency plan and how to enhance your executive compensation package to meet the financial needs of your best talent—to motivate them to stay and help your credit union thrive.|
|Topic Title:||Financial Markets, It’s Okay to be Confused!|
|Audience:||CEOs, CFOs, Accounting Professionals, BOD|
|Speaker:||Phillip Cochran, Senior Vice President/CIO, Volunteer Corporate Credit Union (Volcorp).|
|Join us for a discussion on what drives the economic data behind the market moves. There is more to understanding economic markets than simply reading the data and predicting market reactions, we will look inside the data to determine why we are allowed to be confused by the market reactions and moves in recent months.|
1:00 p.m. - 1:55 p.m. Thursday Education Sessions
1:00 p.m. - 1:55 p.m. Breakout Education Sessions
|Topic Title:||How To Speak Confidently & Compellingly Anywhere, Anytime|
|Audience:||CEO, Executives, BOD, Trainers, Public Relations Professionals|
|During this content-rich, highly interactive session, your audience will discover—and even practice—what you need to know for speaking up and standing out in various professional environments as they communicate with members, managers, and even the media.|
|Topic Title:||Fintech: Friend or Foe?|
|Subject:||Technology, Sales Technology, Sales|
|Audience:||IT Professionals, CEO, BOD, Staff|
|Speaker:||Mandi Salo, CMFG Sr. Analyst, Corporate Development|
|Join this session to learn more about the current landscape of fintech solutions in the marketplace. Mandi Salo, our partner with CMFG Ventures, will share strategies on what they’ve learned since starting the corporate ventures capital arm. Mandi will give some recommendations how credit unions can respond to the competition fintechs pose and will end the presentation with a few solutions that are helping credit unions thrive in today’s technology environment.|
|Topic Title:||Aligning with Innovation & Disruption: Using Disruptive Strategy to Gain Market Share from Banks|
|Subject:||Consulting Solutions/Big Data/Strategy & Development|
|Audience:||CEO, BOD, Executive Management|
|Speaker:||Jamie Maurer, Director of Leadership Team Development, Callahan and Associates|
|With the current pace of business increasing, most leaders are faced with an unprecedented amount of change. For credit unions, the not-for-profit status, lower fees, mobile banking features and other standard benefits of membership is not enough to gain market share and unseat the incumbents within the financial services space. Driving new and sustainable membership growth during this ever-changing period requires a new lens through which to view and uncover unexpected elements of strategic opportunity and threat.
2:05 p.m. - 3:00 p.m. Thursday Education Sessions
2:05 p.m. - 3:00 p.m. Breakout Education Sessions
|Topic Title:||Brand, Behavior, Belief|
|Subject:||Marketing Solutions, Branding|
|Audience:||Marketing Staff, CEO, Executives, BOD|
|Speaker:||Paul Davison, COO Revenue Path Group|
|Standing out to potential members and getting existing ones to engage more is hard. And it’s going to get even harder. It’s no longer enough to generate interest or measure amorphous feelings generated by unmeasurable things like “brand impressions.” Today’s marketer is expected to be the starting point for member generation, finding ways to cross-sell better and keeping the members you have; all without sounding like everyone else! You’ve heard lately that attention is the new currency and you’ve always fought to be unique to a world that seeks to commoditize “banking”. But what if you knew how to craft messages that were easier to understand, easier to digest, and led to faster and more efficient decisions by your members, all day, every day on their path to purchase? Smart companies are beginning to embrace a brain-based approach to their messaging that does just that, crafting simple and powerful messages that their prospects immediately respond to. In this session, we’ll explore how the brain responds to–or doesn’t respond to– the messages you’re taking to market and give you strategies you can use to start getting more members, getting more from the members you have and grow your credit union to the place you think it should be.|
|Topic Title:||Looking Ahead to 2018 Credit Union Compliance Topics|
|Audience:||Compliance Managers, Specialists responsible for compliance & policies, CEOs, Operations, CFOs|
|Speaker:||Juliana Maneno, Compliance Officer, PolicyWorks LLC.|
|Topic Title:||Implementing CECL: The Road to Implementation|
|Audience:||CEO, Operations, Accounting, BOD|
|In June of 2016, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update No. 2016-03 – Financial Instruments – Credit Losses (Topic 326). This accounting update will have a substantial impact throughout the credit union industry. In particular, it necessitates considerable changes to the current calculation of Allowance for Loan and Lease Losses (ALLL). Additionally, the initial transaction could trigger significant declines in a credit union’s net worth position. Join us for a discussion that will cover what CECL is, why it came about, and one Credit Union’s real-world path to compliance.|
11:15 a.m. - 12:00 p.m. Friday Education Sessions
11:30 a.m. - 12:15 p.m. Breakout Education Sessions
|Topic Title:||Making Change Happen|
|Audience:||CEO, Executive, BOD, Staff|
|Please join this Emerging Leaders group to explore their experience in facilitating an original financial literacy program for children ages 8-10. The program focused on laying a foundation on which children and their parents can build on through adolescence into adulthood.|
|Audience:||CEO, Executive, BOD, Staff|
|One Emerging Leaders group gave high school students a dose of financial reality. Listen to how this group prepared these high schoolers with realistic scenarios so that they could strengthen their readiness to make sound financial decisions for their future.|
|Topic Title:||Credit – A Ticket to a Better Life|
|Audience:||CEO, Executive, BOD, Staff|
|Good credit is never given, it is built - but how does one build anything without the proper tools or guidance? Sit in on this Emerging Leaders' group project to see how they helped prepare a credit foundation for families utilizing resources at The Lexington Nest.|
Friday Closing Session
|Topic Title:||The Millennial Mindset When it Comes to Finances|
|Millenial Panel:||Quinn Copeland, Madison Harbin, Jamie Maurer, Raffo Wimsett|
|Join us for a final closing luncheon which includes a panel discussion on a “Millennial’s Financial Mindset”. Todd Romer will lead this important discussion with a group of Millennials who know what they want from the financial industry. Audience members come prepared to ask questions from the floor. Todd says, “It's well documented that nearly 50% of millennials are willing to switch financial institutions if given a good reason.” Join us to find out what reasons are right for this market. Leave with a handful of strategic ideas to lead your organization in the right direction when it comes to serving the future of your membership.|
Session Speaker Information
Mandi Salo is a team member at CMFG Ventures, LLC – the venture capital arm of CUNA Mutual Group, a financially strong insurance company serving 95% of the U.S. credit unions for more than 80 years. CMFG Ventures seeks the next generation of entrepreneurs that can help credit unions innovate, grow and better serve their members for years to come. They look to address gaps and opportunities within the insurance, credit union and financial services industries through investments in early-stage fintech and insurtech companies and the development of partnerships with startup companies that are motivated to bring new technology and innovation to credit unions and their members.
Salo joined CUNA Mutual Group in 2014, where she worked in the company’s finance department as a part of its leadership development program. She transitioned to the ventures team at its inception and has been a part of developing the Ventures’ strategy, expanding the investment pipeline, and executing deals. She is also responsible for maintaining post-investment relationships with portfolio companies and helping support the success of the portfolio.
Early Bird Conference Bundle (through Sept 15): $475*
Regular Conference Bundle (after Sept 15): $499*
Annual Business Meeting Only Registration Form and Voting Credentials
If you do not plan to attend the Annual Meeting & Conference but would like to attend the Friday morning Members’ Business Meeting ONLY, please complete and return the Business Meeting Registration form to the League office.
Download Business Meeting Registration
The room block reserved at the Seelbach Hilton Hotel (500 S 4th Street) is now full. However, we have reserved an overflow room block at The Embassy Suites by Hilton Louisville Downtown (501 S 4th St) which is DIRECTLY ACROSS the street from the Seelbach at a discounted rate of $179 per night. The deadline to reserve at the Embassy is October 3rd!
RESERVE AT THE EMBASSY
You can still reserve at the Seelbach OUTSIDE of the room block at:
Event Coordinator: Jim Feldkamp, KYCUL Services
Location: Valley View Golf Course
3748 Lawrence Banet Rd.
Floyds Knobs, IN 47119
The tournament format consists of 4 person teams. Create your own team or we’ll team you up with others.
DOWNLOAD THE GOLF REGISTRATION FORM
Badges Must Be Worn
Badges are specially marked to determine admission to conference activities.
Additional registrations are required for the Wednesday Golf Event, Wednesday evening dinner and entertainment, Thursday evening Awards Banquet, and Governmental Affairs Breakfast.
Seating for the Awards Banquet is reserved on a “first-come, first-served” basis at the Convention Registration Desk.
Business casual. Be sure to bring a sweater or light jacket, as personal comfort levels may vary.
Refunds will be issued until 14 days prior to the conference less a $50 administration fee per person. Substitutions accepted anytime. All cancellations/substitutions must be submitted in writing.
Who Can Attend?
Attendance is limited to League affiliated and associated credit unions. This conference is a special occasion for CEOs, Directors, Staff, and Supervisory Committee members to come together for valuable education and networking opportunities. For the Business Meeting, affiliated credit unions are entitled to one delegate and one alternate.
For Your Information
Download the Kentucky Credit Union League, Inc. Business Session Report Book
Download Our Event App!
We'd like to announce that 83rd KCUL Annual Meeting & Convention has a free, official app. You can download the free official Whova app for our event.
You'll be able to:
View the event agenda and plan your schedule.
Plan ahead whom to meet at the event by browsing attendee profiles in advance.
Send in-app messages and exchange contact info.
Find attendees with common affiliations, education, shared networks and social profiles.
Receive update notifications from organizers.
Access agenda, GPS guidance, maps, and parking directions.
After downloading, sign up on Whova with the email address that you used to RSVP for our event, or sign up using your social media accounts. If you are asked to enter an invitation code to join the event, please use the following invitation code: kamyu