Business Development - Building Partnerships for Growth and Success | Celeste Cook
9:00 a.m. - 10:15 a.m. | 3:30 p.m. - 4:45 p.m.

Learn what you can do to strengthen relationships with your branches and get buy in from management to get the support needed to sustain a successful business development program. Explore resources that can help you acquire new SEGs/community partners and penetrate existing SEGs/community partners. Discover how doing the "right” small things can make the biggest differences in business development.

10 Steps to Loan Growth | Celeste Cook
10:30 a.m. - 11:45 a.m. | 2:00 p.m. - 3:15 p.m.

2013 will continue to be a challenging year so it important for credit unions to develop a plan of action to ensure loan growth and profitability are maximized and delinquencies are minimized. Discover how you can develop a 10-step plan of action to maximize loan growth and profitability, and minimize delinquencies while increasing membership loyalty.

About Celeste Cook

Celeste is founder and President/CEO of cuStrategies LLC. As a credit union industry strategist, Celeste provides strategic planning services, consulting services, and training programs to the credit union industry.

She is a keynote and motivational speaker in addition to a consultant and trainer. Celeste has served as an industry expert, motivational, and keynote speaker for national credit union associations as well as credit union leagues across the nation. 

Celeste has worked in the credit union industry for more than 20 years and has been a professional speaker and trainer for more than 15 years. She previously worked for a $1.6 billion credit union in Atlanta, Georgia, and worked as a consultant and trainer with Rex Johnson of Lending Solutions Consulting.

Are you meeting your members changing channel preferences through your consumer lending program?  Review the demographic and technology trends and learn how you can maximize mobile lending for your credit union.

About Patrick McElhenie - CUNA Mutual Group

Patrick McElhenie is a Corporate Sales Planner responsible for sales strategy development and execution for CUNA Mutual Group’s Lending Products and Solutions.  

McElhenie joined CUNA Mutual Group in 1998. Prior to his current role, McElhenie served as the Regional Sales Manager for CUNA Mutual Group’s Central Region. Other positions held include Manager of Business Development for the Midwest Marketing Division and Assistant Vice President-Solutions Training, where his team was responsible for product and process knowledge training for the business-to-business solution groups within CUNA Mutual Group.  

McElhenie earned a Bachelor of Science degree in Human Resource Management from the University of Kansas

Young Professionals Jam Session | Joshua Allison
9:00 a.m. - 10:15 a.m.

Idea sharing is one of the most important assets we have as credit union collaborators. Through an open dialogue approach, participants will become their own best resource, as they work as a group to collectively find solutions for the challenges we all face. Cooperative conversations is deeply rooted within the credit union movement and this session will allow young professionals to inquire, gather, process and apply what they learn from each other, with each other. 

Mining for Membership Gold | Joshua Allison
10:30 a.m. - 11:45 a.m.

Join Josh as he shares successful marketing strategies of all shapes and sizes. During this session, participants will examine best practices in new member recruitment, existing member retention and community creation.  Prepare to think big, and think different about the obstacles we face and the solutions available to overcome them.

Youth Outreach | Joshua Allison
2:00 p.m. - 3:15 p.m.

A trendy brand is not enough. Youth today have watched more commercials, heard more advertising and have been exposed to more marketing than any generation before them. As a result, they chose who they listen to. Josh will share proven and award winning strategies for creating engaging and bridge-building content, a blueprint for creating and relevant relationships with teens and young adults. Credit unions have a unique voice in the financial services industry and one that can resonate with today’s youth.

About Joshua Allison

Fighting hard for our movement within the credit union trenches, Josh Allison is the Relationship Development Manager for Horizon Credit Union and manages all youth and community business partnerships for the cooperative. From classroom to conference, Josh is a passionate public speaker who has been invited to present on a number of topics relating to youth outreach, relationship management and CU philosophy.

He has played an instrumental role in the evolution of Horizon’s business development department—changing both the message and method to involve a branch‐driven strategy. 

Josh has assisted his credit union in being recognized for a number of awards including the BizKid$ Champion (2011), the WCUL Desjardin Award (2010), an Honorable Mention for the national Desjardin (2010), the CUNA Fuse "How Do You Fuse” contest, the WCUL Dora Maxwell Social Responsibility Award (2009), the CVSD Meritorious Service Award (2009) and the Junior Achievement Volunteer of the Year Award (2008).

He has also been cited in the Credit Union Times for his youth financial literacy and business development efforts.

Strategic Recruitment for the Ideal CU Board | Rob Rutkowski
9:00 a.m. - 10:15 a.m.

Many credit union boards face this challenge in board succession planning: how do we recruit potential board members, and how might these candidates better characterize the changing faces of our credit union’s membership? This fresh add-on to board strategy helps your board continue to speak for your members, and introduces innovative methods that allow your board to grow with your credit union.

The CFPB is Staffed and Ready for Action! Here's What You Need to Know | Rob Rutkowski
10:30 a.m. - 11:45 a.m. | 3:30 p.m. - 4:45 p.m.

The recession has ended and we are in the midst of a tenuous long term recovery. However, our Legislators and regulators are just getting started developing new legislation that could swamp financial institutions and their beleaguered compliance officers. In this session you will see how the rapidly expanding regulatory universe will impact strategy at your credit union.

Surviving NCUA's New Proposals and Regulations | Rob Rutkowski
2:00 p.m. - 3:15 p.m.

NCUA continues to make new proposals and regulations and it becomes challenging to stay compliant. In this hot topic session, learn the most recent changes and regulations proposed by the NCUA and how they affect you and your credit union.

About Rob Rutkowski

Attorney, blogger, podcast producer and nationally-recognized speaker, Rob Rutkowski is Managing Partner of the Credit Union and Corporate & Financial Services Groups of Weltman, Weinberg & Reis Co., L.P.A.  He advises credit unions on compliance, contract negotiation and employment law as well as a vast array of collection and legal issues. 

He is a regular speaker at credit union leagues across the United States and has served a speaker for CUNA, NAFCU and CUES.  A former member of the Board of Directors for the Lake County Educational Federal Credit Union, Rob remains very involved with the legal issues that matter to the credit union movement. 

He is the Producer and Co-host of the monthly Current Issues in Credit Unions podcast and the author of That Credit Union Blog, dedicated to covering timely credit union legal news. He has been published in Credit Union Magazine, Credit Union Management Magazine, The Cleveland Bar Journal and The National List.

Your Member's Experience - Will it Win, Wow or Worry? | Jeff Rendel
9:00 a.m. - 10:15 a.m.

The Member Revolution is in full swing.  A fantastic product or service may bring your members in the door, but only one factor will bring them back – an outstanding experience.  Every member touch point offers your credit union an opportunity to maximize the member experience.  Strategically investing in and managing the member experience is a business tool that integrates the entire organization in its desire to connect with your members.  This session will build clearly defined and well-implemented frontline leadership behaviors.

Thinking Strategically | Jeff Rendel
10:30 a.m. - 11:45 a.m.

Through elevated, wide-ranging conversations,your Board and Management team can create a mutual vision for what your company will be and establish how the Board and Management will set about in accomplishing the essentials of your strategic statements.  While a director’s job is in no way "hands off,” this program resolves where directors can be most valuable "hands on.”  As leaders of your company, you can dream, design, and determine what lies ahead.

Boards that Deliver-Raising the Bar for Board of Directors | Jeff Rendel
3:30 p.m. - 4:45 p.m.

Governing your organization is a demanding task.  Governance is about establishing – and maintaining – your credit union’s reputation and exhibiting the value you create for your organization.  To carry out its responsibilities to owners, Boards of Directors must constantly evaluate your organization’s safety, soundness, financial performance, and quality of service — as well as their own effectiveness. This session focuses on key best practices such as increasing skills and competencies, collectively and as individual directors; assessing the expertise, perspectives, and group dynamics of the Board; planning for Board development and continuity; and, reviewing standard functions to ensure that the Board operates efficiently and productively. 

About Jeff Rendel

Jeff Rendel brings a wealth of education, knowledge, and experience to the platform for your corporation or association.  With experience as a federal regulator, financial executive and Congressional lobbyist, Jeff knows business and, especially, the financial services’ marketplace. 

As President of Rising Above Enterprises, Jeff and his company researches, synthesizes, and articulates essential achievement elements as they relate to today’s business practices. The mission of Rising Above Enterprises is simple: To develop excellent leaders – in life, on the job, for your members, and for your organization.

As a federal regulator with the United States Treasury’s Office of the Comptroller of the Currency, Jeff examined a wide array of the nation’s banks and worked with all levels of senior management assisting them in developing sound operations, expanded business development, and impressive financial performance. 

Traction Point | Patrick Henry
10:30 a.m. - 11:45 a.m. | 2:00 p.m. - 3:15 p.m.

In this high energy, entertaining session, Patrick shows how you and your credit union can gain traction, through fundamental success strategies, in order to increase sales, grow member loyalty, and achieve peak performance. You will come away motivated and inspired to provide the outstanding level of service your members deserve and expect.

About Patrick Henry

Patrick believes that every speech is a performance. He draws from his years as a Nashville songwriter and musician to turn each speech he delivers into one filled with music, laughter and a message that prompts immediate action.

He travels out of North Carolina delivering funny, entertaining, and educational keynote speeches that has him working across the country and Canada.

He started his career speaking in high schools although now, his primary focus is helping companies and associations achieve higher sales, create more profitable customer relationships, and build a more productive team at work.

Retirement Fair | National Credit Union Foundation and CUNA Mutual Group
2:00 p.m.  -3:15 p.m. (The Fair) | 3:30 p.m. - 4:45 p.m. (Developing A Retirement Strategy at Your CU)

The National Credit Union Foundation’s REAL Solutions Program in cooperation with the CUNA Mutual Group has developed a new Retirement Fair to assist credit unions help their members and staff better prepare for retirement. 

The fair is designed to have people think more carefully about the type of lifestyle they would like to pursue in retirement and then link it to their financial plan.

During the fair, participants visit seven lifestyle booths. At each booth they ponder a series of questions and then make an assessment about how much they will most likely spend on that aspect of their retirement lifestyle. 

After visiting each booth they then hear how to link their lifestyle choices to their retirement savings. 

During the second session, attendees will learn strategies on how they can utilize this fair to help their members better prepare for retirement. The fair is applicable to people of all ages, not just those nearing retirement.

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