Our Opening Keynoter (10:00 a.m.-Noon) will be John Vardallas‚ CEO of TheAmericanBoomeR.com‚ who will present…
Y2020: Your Credit Union’s Odyssey into the Business Financial Landscape of the Future
Using a Futuristic theme‚ this program will give you a better understanding of the environmental issues that will affect credit unions’ performance in the new millennium. The “Top 5” Change Trends (Business‚ Economic‚ Technological‚ Demographic/Cultural‚ Consumer Service) and their impact on credit unions as well as projected financial services marketplace trends will be explored and highlighted.
Time to eat…
At noon‚ enjoy a delicious lunch (Noon-1:00 p.m.) in the Clarion’s Horizons Restaurant overlooking the majestic Atlantic Ocean. After lunch‚ hurry back to the exhibit hall for desserts (1:00 p.m.-2:00 p.m.) and exhibitor door prizes.
Our four afternoon breakout sessions (2:00-3:15 p.m. & 3:30-4:45 p.m.) will include:
Don’t Give Fraud the Green Light!
Chris Gill‚ NCCCO‚ Risk Management Consultant‚ CUNA Mutual Group‚ will discuss current fraud trends; including frequency‚ severity and mitigation steps. Some of the specific functional areas that will be reviewed are Wire Transfers‚ Fraudulent Deposits‚ Lending and Employee Dishonesty. Case studies are used to accentuate how credit unions can use various loss control techniques to minimize their risk exposure to fraudulent activity.
Your Trail to Success — Discovering Your Strengths
Did you ever have one of those days when your drive home felt like you were on top of the world? A workday where you spent most of the time doing the things you enjoy? That’s a day you probably spent using your strengths. Strengths are the parts of our job we’re good at and enjoy. Sadly‚ research says that most of us don’t get to do what we do best every day. Chances are‚ if you’re like most people‚ you‚ve never spent time identifying your strengths and intentionally trying to leverage them. During this session‚ you’ll have the opportunity to:
- Learn why playing to your strengths is the most important decision you can
- Participate in a process that will put you on the trail to identifying your strengths.
- Select strategies that will assist you in more intentionally using your strengths on a daily basis.
The session‚ presented by Joe Bertotto‚ Chief Culture Officer at My CU Services‚ LLC‚ will be fast-paced‚ interactive‚ informative and all about you!
Rxs for Future Effective CU Boards: Recruiting/Retaining/Revitalizing Next Generation Directors
John Vardallas‚ CEO of TheAmericanBoomeR.com‚ will explore methods for identifying‚ recruiting and retaining credit union volunteers including an overview of the roles and responsibilities and succession of board members.
Learner Outcomes will include:
- How to identify the right type of persons to serve
- How to explore proper recruitment emphasizing on younger new blood
- How to create strategies for a “Balanced Board” that reflects membership
- How to review methods of training, reward and recognition programs to keep volunteers energized
- How to review the characteristics of revitalized successful board members and high performing credit union boards
The Affordable Care Act and Your Credit Union
This session, presented by Michael Buchler‚ Vice President‚ Director of Employee Benefits Division‚ Williams Agency‚ Inc.‚ and Larry Turnbull‚ Executive Vice President of David M. Banet & Associates‚ will be an overview of the Affordable Care Act including the provisions currently in place. How the ACA impacts your business‚ the things you need to know for 2014 and the things you need to prepare for in the years to come will be reviewed. The various healthcare options available to business owners and a review of the Healthcare Reform 2014 Compliance checklist will be provided. All credit unions should prepare now for the future "Pay or Play" penalties.
Later that evening…
Dine on a luscious dinner buffet at our Friday evening dinner-dance (7:00-11:30 p.m.). Then kick up your heels or just tap your toes as the “New Deal Band” entertains us with your favorite songs from many genres and ages. A fun and interactive fundraiser is planned for this event‚ so bring your wallet!
After an evening of dining and dancing‚ you’ll be ready for our hearty Saturday morning breakfast buffet (9:00-10:30 a.m.). After breakfast‚ our Closing Keynoter will be John McKechnie‚ Managing Director‚ Total Spectrum. John has a long history of working in the credit union political arena and will update us on the Washington scene.
A View From The Hill‚ John McKechnie
The Washington scene is changing rapidly‚ but the challenges to the credit union movement remain constant: banker threats (particularly to the tax exemption)‚ marketplace evolution following the financial crisis‚ data security‚ and regulatory burdens and uncertainties. Veteran credit union advocate John McKechnie takes a wide-ranging view of the situation‚ blending his four decades of experience as an industry lobbyist and regulator to provide a unique perspective on what credit unions need to do to survive and thrive in a difficult and complex environment."
Our convention will conclude with our Annual Business Meeting at 10:45 a.m.