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Annual Meeting: Saturday Education Breakouts
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Using Remote Technology to Create Sales | Brett Wooden
10:30 a.m. - 11:45 a.m.

Credit unions have long talked about the concept of selling but very few have implemented true selling strategies. The advent of app and tablet technologies has created an environment where true outside sales and business development can flourish in a credit union environment.

Hear real world strategies for using technology to build an exceptional credit union sales effort. A combination of effective sales techniques and mobile technology can lead your credit union into the future.

Discover Your iPad | Brett Wooden
2:00 p.m. - 3:15 p.m.

Credit unions have begun applying the concept of eliminating large amounts of paper from the board packet and converting it to the iPad, but very few have implemented true iPad training for their volunteer staff.

Learn about iOS 7, the foundation of the iPad and get an overview of the new elegant and intuitive design. Learn about features like Control Center, AirDop, smarter multitasking, iWorks, and much more.

About Brett Wooden

Brett Wooden is the founder and president for BW Consulting, LLC an  industry-wide consulting company committed to lead businesses into the "Post PC Era" by establishing relevance through sales and mobile strategies. Brett has been in the financial industry for more than 10 years.

Throughout his career, he has held positions as a teller, personal banker, branch manager, market development consultant, business development officer and business development manager.
While at Unitus Community Credit Union, he developed a reputation for using technology to attract new members. Brett thrives on helping others embrace and utilize new business development strategies in today's changing world.

 Innovative Lending | Pierre Cardenas
10:30 a.m. - 11:45 a.m.

If you think that technology is changing the way we do lending today, you haven’t seen anything yet. The traditional lending model is rapidly changing and the new model is being embraced by banks, credit unions and the consumers at a rapid pace.  Online channels, Loan Origination Systems, electronic signatures and mobile solutions are revolutionizing the way we do everything in lending. Big data is going to play an important role in allowing financial institutions to become more like USAA. Learn about some of these changes that can help you become a better lender.

The Art of Underwriting | Pierre Cardenas
2:00 p.m. - 3:15 p.m.

If you want to capture and deepen a relationship with your members – Give Them a Loan! Easier said than done, right?  It is not that many do not qualify, it is that you do not know how to qualify them.  Relationship mitigates risk and every loan should be evaluated based on the 4-Ds and the two levels of underwriting.  Learn how to take better care of your members' lending needs.

Proactive Lending: The Days of Order Taking Are Gone! | Pierre Cardenas
3:30 p.m. - 4:45 p.m.

The entire traditional branch loan is being disrupted by technology. The "old school" ways of delivering loans in the past is causing expenses to swell and slow processes to be excessive and outdated. If you are feeling the pressure of getting loans out the door, you have to come to this session because there is no door!

Proactive lending is made up of onboarding, outbound lending and data mining all working together to capture your members' loans that you otherwise would have never known about. Even if you have an indirect program, come to this session and see how this can compliment what you have in place today.

About Pierre Cardenas

Pierre Cardenas is consultant with CU Lending Advice 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 Mill 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.

Social Engineering, Computer Security and Passwords | Barry Thompson
3:30 p.m. - 4:45 p.m.

Review techniques to protect your credit union from the dangers of downloading unknown files, information security and proper email protocol. We will review problems of locating your terminal or PC where a non-staff person can gain access to it. One method used by computer penetration companies it to attack your credit union through your staff members.  We will instruct staff on how not to fall prey to a social engineering attack. This program is directed at the everyday user and not the IT Department. 

Counterfeit and Fraudulent ID for Frontline | Barry Thompson
2:00 p.m. - 3:15 p.m.

Protecting your credit union and account holders is everyone’s responsibility, especially frontline staff. False identification, counterfeit items, and scams that can fool an untrained person mean major losses for the credit union. Learn how to identify and prevent these fraudulent activities. 

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, and writes for Bankers' Hotline and other industry publications.


Earrings or Noserings: Connecting with Different Generations | Mark Arnold
10:30 a.m. -11:45 a.m.

Rotary phones. Touch-tone phones. Cell phones, Smart phones. Each generation identifies itself with unique cultural images. But what happens when different generations meet on the front lines? Credit unions often have frontline staff from one generation trying to connect and cross-sell to a member from a different generation.

Understanding and bridging different generations will increase your service and selling success. This session will provide an overview of the different generations, using social media to reach members, service and selling tips for different generations and talking points to uniquely service and sell to each generation.

Top 10 Marketing Trends | Mark Arnold
2:00 p.m. - 3:15 p.m.

Credit unions must become savvy marketing organizations to survive in the future, which means they must have a working knowledge of this key field. Mark Arnold provides thoughtful insights for credit unions to consider, examining trends including employing a digital strategy, differentiation and developing an elite sales force.

The Member of the Future | Mark Arnold
3:30-4:45 p.m.

The member of the future: the notion conjures images of robot maids cleaning our ultra-modern houses like the Jetsons. The reality, however, is compelling and demands our attention. The member of the future will possess their own unique sets of challenges and demands on the retail financial services environment. The member of the future is right around the corner. This session will cover key points in technology strategies and trends, member engagement and experience, value above cost and diversification.

About Mark Arnold

Mark Arnold is an acclaimed speaker, brand expert and strategic planner helping businesses such as credit unions and banks achieve their goals with strategic marketing insights and energized training. Mark speaks regularly to audiences around the country on branding, marketing, strategy, leadership, personal growth and generational issues.

He is also president of On the Mark Strategies, a consulting firm specializing in branding and strategic planning. Not a mere consultant, Arnold partners with credit unions and organizations to help achieve their desired strategic goals. He has worked with financial institutions ranging in size from $32 million to $1.8 billion. Prior to founding On the Mark Strategies, Arnold served as senior vice president for a multi-million dollar financial institution in Dallas. He oversaw and planned strategies for multiple departments, including marketing, business development, human resources, training and customer investments.

Innovation- What Is It and How Do We Sustain It? | Melissa Baptista
2:00 p.m. -3:15 p.m.

An introduction to the concept of innovation and tools you'll need to bring innovation to your own credit union.

About Melissa Baptista

Melissa Baptista is the research and development director for the Kansas Credit Union Association. Baptista is responsible for new idea development and assisting credit unions in evaluating, developing and implementing new products.

With nearly 10 years experience in the financial industry, she leads KCUA’s new Innovation and Implementation Lab where creative ideas are put into action to advance the Kansas credit union movement.



Fiduciary Responsibilities of the Board | Rory Rowland
10:30 a.m. - 11:45 a.m.

What is required of Boards to carry out his or her duties as a director in good faith? Learn seven questions Board members should ask to fulfill their fiduciary responsibility and how to balance board oversight and fostering effective CEO leadership. 

Does your CU have the appropriate checks and balances to prevent errors, fraud, and abuse? Are we meeting guidelines and requirements set by the regulators? Is the Board monitoring key financial indicators? Does the Board approve the budget and monitor the results? This session will touch on these questions and more!

Successful Succession Planning for the CEO | Rory Rowland
3:30 p.m. - 4:45 p.m.

Do you have an emergency succession plan? Discover how to set up a successful plan, how to create a succession planning timeline, how to form a succession planning team, including the board, CEO, and HR leadership. 

Learn to discuss and define CEO qualifications you desire and include board requirements and how to construct unique development plans for internal candidates.

 About Rory Rowland

Rory Rowland aka "The Top 100 Guy” presents high energy, fun and entertaining programs designed to leave attendees energized, entertained and focused. Rory has presented programs in all 50 United States as well as Canada and Mexico over the past 10 years.  He is one of the highest rated speakers at national and state association conferences all over North America. Rory has been the president of two Credit Unions; he has an MBA in Finance from the University of Missouri, Kansas City, and a BS degree in Economics from CMSU.



Getting Social Media Right | Michael Ogden
10:30-11:45 a.m.

There are plenty of social media pitfalls for credit unions – a lot of them are based on old ways of thinking. Check your assumptions and expectations at the door. This presentation redefines it all as we explore the successful (and horrible) social media campaigns we’ve seen in the credit union industry. We’ll have an honest discussion about what works, what doesn’t and why. We will also show you some key social media points to consider as your credit union adapts to the growing mobile-only audience.

About Michael Ogden

Michael is currently responsible for the social media activity, engagement, planning, training, crying, pulling his hair out, laughing and generally having a blast on CUNA Mutual Group’s Twitter, Google+ and LinkedIn platforms. He has grown the company’s social media presence at an aggressive clip over the past year-and-a-half. 

He really turned into a "Social Media Therapist” for the credit union industry through many published articles, silly videos and tons of phone calls. He has more than 15 years of experience in public relations and social media for national and international organizations – plus there are those other years he spent in radio and television news. By far, the credit union industry has some of the nicest people!


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