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Annual Meeting: Friday Schedule
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Friday, April 11

7:30 a.m. - 7:30 p.m.     Convention Registration, Eagle Ballroom Foyer

8:00 a.m. - 10:15 a.m.   Leadership Breakfast and Keynote Address, Cypress AB

10:30 a.m. - 11:45 a.m. KCUA Business Meeting, Cypress AB

12:00 p.m. - 1:15 p.m.   Exhibitor Showcase Luncheon, Redbud ABC

12:00 p.m. - 1:15 p.m.   YES Committee Silent Auction, Redbud ABC

1:30 p.m. - 2:30 p.m.     General Session, Cypress AB

2:45 p.m. - 4:15 p.m.     Education Breakouts

      • The Branch of the Future, Birch
      • Elder Fraud, Walnut
      • Analyzing Industry Trends and Your Performance, Cedar

4:30 p.m. - 7:30 p.m.    Exhibitor Showcase Reception, Redbud ABC

4:30 p.m. - 7:30 p.m.    YES Committee Silent Auction, Redbud ABC

 


 

Leadership Breakfast and Keynote Address

Friday, April 11
8:00 a.m.- 10:15 a.m.

Special recognition will be given to:

  • KCUA and SFS Board of Directors
  • Investment Commitee
  • Affiliated Organization Leadership
  • Council Leadership
  • Financial Literacy Committee
  • Political Involvement Committee
  • YES Committee
  • Innovation Lab Think Tank Members 


Keynote Speaker 

Innovative Leadership | Jack McCall

The speed of business brought on by ever emerging technologies call for a fresh brand of leadership savvy in the 21st century. A unique combination of "the tried and true” and "the never to be done before” must be merged in any successful leader’s thought process.     

Today’s economic environment is no place for the faint of heart. Taking the calculated risk has become the rule of the day. Innovative leadership requires vision, courage, a passion for people, and tenacious flexibility. Jack will share fresh ideas and powerful insights wrapped in a fun and entertaining presentation.       

General Session

Rekindling the Fire During These Challenging Times | Jack McCall

Friday, April 11
1:30 p.m. - 2:30 p.m.

Sometimes the pressures of modern living can take the wind right out of your sails. Often we feel the fires of our enthusiasm burning low. The demands of a faster-paced lifestyle, work environments marked by accelerating changes, and the constant challenge to accomplish more with less have a way of wearing us down.

Learn how to rediscover our truest sources of motivation, reassess current positions, recharge our batteries and recapture the magic of laughter.
 

About Jack McCall

Jack McCall is a graduate of the University of Tennessee, the Tennessee School of Banking at Vanderbilt University,and the Graduate School of Banking of the South at Louisiana State University. He is recognized by the National Speakers Association as a Certified Professional Speaker (CSP).

Jack  began his career as a marketing specialist for the Tennessee and U.S. Departments of Agriculture. Over a span of 20 years, he distinguished himself as a financial services professional, healthcare executive and business leader. After developing his storytelling craft for over 35 years, he left the corporate world in 2000 and founded Jack McCall and Associates, a professional speaking/training firm based in Hartsville, Tennessee.

 


YES Committee Silent Auction

Friday, April 11
12:00 p.m. - 1:15 p.m. and 4:30 p.m. - 7:30 p.m.

The money raised from the auction is given back to credit unions in education scholarships allowing staff, management and volunteers the opportunity to enhance their professional development.

Donations for the silent auction are gladly accepted by individuals and credit unions. Please bring your donations to the convention registration area at the hotel.



Exhibitor Showcases

Friday, April 11
12:00 p.m.- 1:15 p.m. and 4:30 p.m.- 7:30 p.m.

Excellent networking opportunities to learn about the services and resources available to your credit union to increase efficiency, enhance member relations and improve your bottom line.

Exhibitor List


 

The Branch of the Future | Pierre Cardenas

Friday, April 11
2:45 p.m. - 4:15 p.m.

With the proliferation of online channels, mobile payments and remote deposit capture, there are major changes taking place in the branch environment.  Lowering net operating expenses while increasing the member experience appears to be the early results of these changes.  Learn about the changes taking place in the industry today and what the nationals and regionals are doing to leverage and complement the technological onslaught being placed at the feet of the banking consumer. 

About Pierre Cardenas

Pierre Cardenas is consultant with CU Lending Advise and has 26 years in the financial industry at both credit unions and banks. Pierre has held executive level positions in organizations as large as a billion in assets.

Pierre has been consulting, training and presenting for the financial industry since 2008 when he started his business "Innovators of Change” while serving as the Senior VP of Retail at a $540 million credit union.

Pierre’s experience in using technology to streamline processes has given him incredible insight to trends in the industry, a future look at what could be and how an organization can position themselves for position advantage.

 


 

Elder Fraud | Barry Thompson

Friday, April 11
2:45 p.m. - 4:15 p.m.

As the baby boomer generation ages, "Elder Fraud” will be the biggest growing segment for crime in our country. The criminals will target highly educated people for the greater riches they provide. They know exactly how to manipulate the elderly and don’t care anything about the victims. Many of those who become victims will not admit to it or be unwilling to prosecute the criminals.

The reason is simple: they don’t want anyone to know that they were deceived.  We will review how the attacks work and how to spot them. This session will give you a whole new perspective on elder fraud.

About Barry Thompson

Barry Thompson has worked in the financial services industry for over three decades, holding the positions of security officer, compliance officer, treasurer, senior vice president, and executive vice president. 

During his career, Barry has handled over 900 security cases.  He has been involved with investigations and prosecutions on the federal, state, and local levels, and has testified before grand juries, county courts, bankruptcy courts, family courts, and the New York State Supreme Court. Barry is the security and compliance guru for bankersonline.com, and writes for Bankers' Hotline and other industry publications.

 


Analyzing Industry Trends and Your Performance | Tim Taylor and Kevin Heal

Friday, April 11
2:45 p.m. - 4:15 p.m.

Hear about industry trends and how CUAnalyzer can help evaluate your credit union’s performance.  CUAnalyzer, a resource all Kansas credit union affiliates have access to as a dues-supported benefit, is a tool you can use to benchmark your performance against your peers or industry averages.  

About Tim Taylor

Tim Taylor serves as the AVP of Account Management and Sales at Callahan & Associates. Joining Callahan nearly four years ago, he helped develop the client onboarding and retention process that has led the firm to significant year-over-year growth. He oversees the team of Account Managers who are responsible for the individual-level relationships within our credit union space. As a team, they consistently leverage the voice of the customer to ensure Callahan continues to develop and enhance resources to support the broader industry.

More recently, Tim became the main contact for the strategic partnerships Callahan has with various credit union leagues, and directly works to support the efforts of having their affiliates become aware and leverage the tools provided through the relationship. Tim hold a B.A. in English from West Virginia University.  

About Kevin Heal

Kevin Heal is the Vice President of Sales and Business Development for the TRUST Mutual Funds where he is responsible for the sales, distribution and marketing of the firm’s family of mutual funds. He is a seasoned financial services professional with nearly three decades of proven experience in sales management and securities trading. Kevin has held senior leadership positions at many top financial and securities firms, including Deutsche Bank, Freddie Mac, BNP Paribas Securities and PaineWebber.

He has managed both large and small accounts for major Wall Street institutions, created client-focused business solutions, and consulted on asset/liability modeling for depository clients. Kevin is a strategic thinker with exceptional problem solving skills and a demonstrated ability to maintain strong client relations. His strategic approach to portfolio reviews, coupled with his strong interpersonal skills make him an outstanding partner for investment management engagements and consultations. Kevin holds a B.A. in Economics from Northwestern University, as well as FINRA license series 7, 24, and 63.




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