Volunteer Leaders Conference
August 3-5, 2018 | French Lick Springs Resort | French Lick, IN
As a volunteer, no one is better positioned to affect the future of your credit union than you. Ongoing education is important in overcoming challenges and recognizing opportunities for your credit union.
That's why Kentucky and Indiana have joined forces to become Partners in Progress for Education.
Join us at the beautiful French Lick Springs Hotel for a weekend of informative learning sessions, valuable networking opportunities, and great fun and entertainment!
Special thanks to:
We will update session descriptions as we receive them. How the Best Boards Get Better: Next Practices to Enrich Your Board | Jeff Rendel As credit unions continuously evolve to remain relevant for their members, the best boards realize that they must change, too. These boards: focus on strategic thinking first and foremost; regularly recruit, renew, and refresh their board membership; and, constantly look to innovative governance practices from the for- and not-for-profit sectors. Learn some of the most effective board dynamics, from contemporary credit union models, as you seek to ensure your members have the best and most pertinent representation and leadership for their credit union. BSA Update & Annual Training - Dave Hawkins, INCUL Rise above Emerging Risks | Ken Otsuka, CUNA Mutual Group The Power of Multi-Generational Relationships | Paul Gartner, CUNA Mutual Group CLOSING KEYNOTE | Steve Haffner French Lick Springs Resort Registered attendees and guests will enjoy an elegant dinner at the hotel.
Friday, August 3
2:00 p.m. – 5:00 p.m.
5:00 p.m. – 6:00 p.m.
Opening Dinner Buffet
6:00 p.m. - 7:00 p.m.
Colonel Jill Morgenthaler
Saturday, August 4
8:00 a.m. – 9:00 a.m.
The Grand Colonnade Buffet
9:00 a.m. – 10:00 a.m.
Opening General Session
10:15 a.m. – 11:15 a.m.
General Session 2
11:30 a.m. – 12:15 p.m.
BSA Update & Annual Training
12:15 p.m. – 1:15 p.m.
1:15 p.m. – 2:15 p.m.
General Session 3
2:30 p.m. - 3:30 p.m.
General Session 4
5:00 p.m. - 6:00p.m.
Sunday, August 5
8:00 a.m. – 9:00 a.m.
9:00 a.m. – 10:00 a.m.
Closing Keynote: Steve Haffner
All times are on Eastern Time Zone
PRE-CONFERENCE KEYNOTE | Colonel Jill Morgenthaler
From the Battlefield to the Boardroom: Secrets to High-Performance Leadership
In her signature keynote address, Colonel Jill shares the secrets to effective leadership through her unique HOOAH method: Heart, Optimism, Opportunity, Abilities, and Hands. This program provides step-by-step guidance so you can increase profits, boost morale, reach a goal, identify challenges, and overcome difficult people and situations. She will engage and enthrall the audience through her stories and her how-to's.
Things We Should Be Talking About (That Maybe We're Not)... | Patrick Adams
There is so much going on all the time. I get it, but are we talking about the right things? Time dictates priority for sure, but when we're being reflective regarding our future, a few other topics should surface that will ultimately demand our leadership. Marketing is changing, so is corporate culture, so are delivery channels and product design. It's all about relevancy. Will we be relevant in the changing years to come? Let's discuss long-term issues that may be on the horizon during this high-energy, strategic, forward-looking session.
Boards of Directors must have adequate BSA/AML training in order to understand the requirements, the risks and the ramifications of noncompliance. This session is intended to give Volunteers an overview of the general requirements and the most updated information regarding the "hot" buttons for examiners in 2018. This is an excellent opportunity for those Volunteers who have not had previous training, and for those who have, to be updated on the changes and new expectations.
When risk management is effective, typically nothing bad happens. But, if you're blindsided by a problem your credit union's reputation takes the hit. Don't let not knowing what's around the corner take the blame. This session will introduce emerging risks and loss trends associated with issues related to technology; frauds & scams; operations & security; employees; litigation; and compliance issues. Introducing ways credit unions can confidently safeguard their organization from these emerging risks will also be highlighted.
The next few decades promise to bring a significant wealth transfer from one generation to the next. Yet research shows much of that wealth will exit the current wealth management practice and financial institution it resides at. This seems particularly important when the costs associated with customer retention are significantly less than customer acquisition. According to experts, the key is building deeper relationships with clients—going beyond finances—and reaching out to their families. How will you build and impactful relationship with the next generation now?
From A-ha to Ta-da: Defeat your natural negative impulses to reach your positive potential
Steve's unique blend of insight, humor, stories, and amazing mentalism demonstrations create a thought-provoking and interactive experience that inspires the audience to confront their "lizard brain" impulses and become better versions of themselves.
How can we overcome the fears, worries, and negative impulses that often overwhelm us and keep us from performing at our best?
In this entertaining keynote program, Steve creates the a-ha by helping audience members discover subconscious biases and negativity that affect their thinking and decision making.
In 1980, Colonel Jill Morgenthaler saved an American engineer from being kidnapped by the Soviets. In 2004, she stared down Saddam Hussein, one of the evilest men in recent history.
Retired Colonel Jill Morgenthaler is a woman of many firsts. She was one of the first women cadets in ROTC to jointly train with men during the experimental class. At 22 years old, she was the first woman military intelligence company commander along the DMZ in South Korea. She was the first woman Battalion commander in the 88th Division. She was the first woman Brigade commander in the 84th Division.
In 2004, the Colonel led all public affairs efforts for the multinational forces in Iraq. The Colonel received a Bronze Star in Iraq and the Legion of Merit upon her retirement in 2006.
In Illinois, Colonel Morgenthaler was the first woman to run homeland security for the office of the Governor.
Today, the Colonel is a professional speaker who shares strategies in leading during change and crisis and how to stay resilient in a topsy-turvy world. The Colonel thrills audiences from around the world while showing how to be a success in leadership and life.
Closing Keynote: Steve Haffner
Steve Haffner enjoyed a 30-year career in the corporate systems development arena as a programmer, systems engineer, project manager and business analyst.
In 2011 Steve decided to pursue an entirely different kind of challenge and launched his own business as an entertainer in the field of mentalism. Always fascinated by the human mind, as a mentalist Steve learned to captivate audiences by employing principles of psychology, mental misdirection, and illusion to create amazing mind mysteries.
Through his study of psychology and behavioral science, Steve has discovered how the subconscious brain influences our thinking and behavior. While this knowledge enables him to create impressive mentalism entertainment, it also allows him to share his insights with corporate and association audiences on how they can improve their own mental performance in both their professional work and personal lives.
Patrick K. Adams serves as CEO of St. Louis Community Credit Union. As a full-service Community Development Financial Institution (CDFI), the organization is dedicated to increasing the standard of living and bettering the lifestyles of countless consumers. St. Louis Community Credit Union offers branches in financially underserved locations, second-chance products and free financial education as part of its overall giveback to the community. Mr. Adams has devoted more than 35 years of his career to the financial services industry. Before joining St. Louis Community Credit Union in 1987, he held various leadership positions with other large St. Louis area credit unions. He was appointed President & CEO of St. Louis Community in January 2008. Prior to that, Mr. Adams was Executive Vice President of the institution. In his current role as CEO, he oversees and provides strategic direction for all aspects of the Credit Union, as well as its 501(c)(3) entity – the St. Louis Community CU Foundation.
Paul Gartner is a Regional Program Leader at CUNA Brokerage Services, Inc. (CBSI) and leads the Atlantic Region of the firm. He is responsible for overseeing the Credit Union investment program relationships in the region, specifically consulting to their growth and service strategies. Ultimately, this helps credit union members achieve financial security.
Gartner has more than 25 years of leadership experience in the financial service industry. He has also had significant success in recruiting, developing and coaching financial advisors. Prior to joining CBSI, Gartner was vice president at LPL Financial where he managed partnerships with bank and credit union clients.
Gartner earned a Bachelor of Science in marketing from Miami University in Ohio. He is FINRA registered and has completed the National Graduate Trust School program.
Ken Otsuka is a Senior Consultant in the Risk & Compliance Solutions Department at CUNA Mutual Group. In this role, Ken assists credit unions in identifying areas of risk in their operations and recommends appropriate loss controls to reduce loss exposure.
Ken is also responsible for researching and analyzing emerging risks for product development along with developing resource and other training material for credit unions.
A graduate of Northern Illinois University, Ken earned a Bachelor's Degree in accounting.
Jeff Rendel, Certified Speaking Professional, knows financial services. With experience as a federal banking regulator, financial services executive, and Congressional lobbyist; he understands the balancing act of safety, soundness, sales, and strategy.
As President of Rising Above Enterprises, Jeff works with financial services providers that want entrepreneurial results in sales, service, and strategy. Each year, he addresses and facilitates for nearly 100 financial institutions and their business partners.
As a federal banking regulator with the Office of the Comptroller of the Currency, Jeff examined a wide array of the nation's banks and partnered with all levels of executive management.
As a financial services executive, he oversaw the strategic operations of a community bank, directing corporate initiatives and helping guide the bank to record growth, market share, and financial results.
As a chief lobbyist to Congress, he represented financial institutions, serving as a first and main resource to Members of Congress as they sought to understand implications of legislation upon financial services.
A highly sought after and accomplished speaker; he is a professional member of the National Speakers Association (NSA) and has earned the NSA's Certified Speaking Professional (CSP) designation. Fewer than two percent of the world's speakers hold this achievement.
French Lick, IN 47432
Established in 1845 -- with the current spa wing built in 1901 -- French Lick Springs Hotel seamlessly blends its fascinating history with modern amenities and services. Family-friendly activities and facilities make this an ideal destination for celebrations or relaxing getaways. This classic American hotel has something everyone can enjoy; whether it's golf, spa, hiking, biking, swimming or shopping.
Saturday Evening Entertainment
Afterward, we will host a FREE trivia night! Teams of 6-8 people will join together for five rounds of trivia.
Pick your own team or join another group. Either way, come ready to have a ton of fun and be prepared to win door prizes in between rounds!
The team with the most points at the end of the evening wins! What's the prize, you ask? We're not telling!
Business casual. Be sure to bring a sweater or light jacket, as personal comfort levels may vary.
Refunds will be issued until 7 days prior to the conference less a $100 administration fee per person. Substitutions accepted anytime. All cancellations/substitutions must be submitted in writing.
Who Can Attend?
Affiliated credit union board members and volunteers.
Scholarships are available. Click here for an application.
We will update session descriptions as we receive them.
How the Best Boards Get Better: Next Practices to Enrich Your Board | Jeff Rendel
As credit unions continuously evolve to remain relevant for their members, the best boards realize that they must change, too. These boards: focus on strategic thinking first and foremost; regularly recruit, renew, and refresh their board membership; and, constantly look to innovative governance practices from the for- and not-for-profit sectors. Learn some of the most effective board dynamics, from contemporary credit union models, as you seek to ensure your members have the best and most pertinent representation and leadership for their credit union.
BSA Update & Annual Training - Dave Hawkins, INCUL
Rise above Emerging Risks | Ken Otsuka, CUNA Mutual Group
The Power of Multi-Generational Relationships | Paul Gartner, CUNA Mutual Group
CLOSING KEYNOTE | Steve Haffner
French Lick Springs Resort
Registered attendees and guests will enjoy an elegant dinner at the hotel.