The 43rd CU Leadership Convention is moving to a virtual platform!

Get all the terrific practical guidance from 60+ expert speakers and inspiration from the country’s top keynoters — all from the safety and comfort of your home — at the industry’s first week-long virtual credit union convention. For more details, Preview the Virtual Experience by attending our webinar on Thursday, May 28 at 2:00pm EST.
Click here to register.

The #1 Event for CU Leaders to Discover New Ideas, Experience Innovation & Grow – NOW Virtual!

Enjoy these 4 NEW benefits!

On-Demand Access for 12 Months — View from anywhere. Anytime. No additional cost.
Interactive Breakout Sessions — Network & learn how other CUs are adapting in a pandemic economy.
One-Click Networking — Discuss hot topics in real-time chat, discussion forums and on video.

Virtual Exhibit Hall — Meet with solution provider in our “virtual tradeshow.” Always open.

Inspiration. Practical Guidance. Without the Risk. All from home!

While most conferences have completely shut down, the CU Leadership Convention, July 28–31 will be moved to a virtual platform to protect the health and safety of everyone during this pandemic.

Join us for the industry’s first week-long virtual credit union event! Get inspiration, guidance and innovative solutions you come to expect from the CU Leadership Convention delivered to directly to your home or office. No need to worry about traveling, wearing a face mask or searching for a decent cup of coffee for less than $5.


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Choose from 3 Deep-Dive Hot-Topic Pre-Conference Workshops!

Get Inspired by the World’s Top Speakers

Attend Any of the 50+ Sessions in Our 7 Breakout Summits

Foster Productivity in Turbulent Times with James Clear

View Any Breakout Session for 12 Months

Schedule 1-on-1 Meetings with Attendees

Continue the Discussion in our Online Forums

Share Best Practices in our Virtual Roundtables

Get the Solutions You Need From 60+ Providers in Our All-New Exhibit Hall!

Learn What’s Working in Our Popular Breakfast of Champions Idea Exchange [first 280 registered]

See the Newest Breakthroughs at Our All New Innovation Hub!

Share Ideas with Other Innovation CU Leaders Nationwide

Take home solutions to:

  • Boost yields on executive compensation investments.
  • Apply 9 proven strategies for growth.
  • Determine whether a M&A is right for your CU.

Find out:

  • How the economy will affect your CU over the next 18 months.
  • 4 growth strategies from high-performing CUs.
  • 7 key metrics for better decision-making in 2020.

You get practical guidance to:

  • Generate yields 4-6 times on your net ROA.
  • Book 20%-40% more auto loans.
  • Cut the mortgage loan process from 30 days to just 18.

Discover how to:

  • Implement the 4 drivers to create a culture of diversity & inclusion.
  • Recruit and retain a new era of leaders.
  • Create a member-focused organization.

Learn how to:

  • Create a digital-first marketing strategy.
  • Generate 10x more loans and deposits.
  • Increase net acquisitions 19% over 3 years.

Best practices including:

  • Real-time tactics to protect against hackers.
  • Solutions to bolster your cybersecurity plan.
  • Proven strategies to bridge fraud & cybersecurity.

You get:

  • 6 time-tested growth strategies from America’s Top MBLs.
  • Best practices to conduct loan reviews – fast!
  • 9-point action plan to capture more commercial loans.

See what past attendees have to say…

Barbara Esquivel,

Board of Directors - Mission City Federal CU

The speakers and presenters truly are industry subject-matter experts and their breadth of knowledge is astounding…Outstanding conference!

Jason Hagadone,

VP Business Lending - Altana FCU

Speakers and topics were great. They addressed some areas that are hot topics in the industry and motivated me to get back to my CU.

Mark Thompson,

Director - Saginaw Medical Federal Credit Union

I think the quality of the speakers is amazing, the topics timely and venue perfect to balance work and entertainment.

Day 1 Day 2 Day 3 Day 4
View agenda page

Agenda

Day 1 - Tuesday 28th

TUESDAY, JULY 28, 2020 | Eastern Daylight Time (EDT)
13:00 - 15:00

Pre-Conference Workshops (3 running concurrently)

Agenda

Day 2 - Wednesday 29th

WEDNESDAY, JULY 29, 2020 | Eastern Daylight Time (EDT)
10:00 - 11:00

Virtual Exhibit Hall Opens

11:00 - 12:45

Inspiration & Learning Sessions

11:00 - 11:45

Keynote Speaker: Lone Survivor, Marcus Luttrell

Marcus Luttrell is the author of the #1 New York Times best-selling book, Lone Survivor, which tells the harrowing story of four Navy SEALs who journeyed into the mountainous border of Afghanistan and Pakistan in Operation Redwing. An unparalleled motivational story of survival, the book is also a moving tribute to the friends and teammates from SEAL Team Ten who did not make it off the mountain. Luttrell’s amazing story made the leap to the big screen with the blockbuster film, Lone Survivor, directed by Peter Berg and starring Mark Wahlberg as Luttrell. Join Marcus Luttrell in a very powerful and thought-provoking keynote address as he discusses how anyone can achieve incredible success with determination, perseverance and a drive to “never quit.”

Keynote Speaker: Marcus Luttrell, U.S. Navy SEAL & Navy Cross recipient

11:45 - 12:15

General Session

12:15 - 12:45

General Session

12:45 - 13:30

Break/Virtual Exhibit Hall Open

13:30 - 15:00

Inspirational & Learning Sessions (Choose from among 7 summit breakouts)

13:30 - 14:00

Breakout Summits Sessions

Choose from the 7 Breakout Summits: Leadership, Lending, Marketing, Cyber Technology, Member Business Lending, Financial, Human Resources

14:00 - 14:30

Breakout Summits Sessions

14:30 - 15:00

Breakout Summits Sessions

15:00 - 16:00

Virtual Exhibit Hall & Reception

Agenda

Day 3 - Thursday 30th

THURSDAY, JULY 30, 2020 | Eastern Daylight Time (EDT)
10:00 - 11:00

Virtual Exhibit Hall Opens

[Must have ticket to enter. Open to first 280 registrants.]

10:00 - 11:00

Breakfast of Champions Idea Sharing

11:00 - 12:45

Inspirational & Learning Sessions

11:00 - 11:45

Keynote Speaker: Best-selling author, James Clear

Storytelling is the #1 business skill necessary to connect, motivate, and lead people in today’s world. Stories compel us to engage in experiences, learn lessons, and define our values and ourselves within our organization. Matthew Luhn, a 20-year Pixar story veteran, brings his experience creating and developing 10 blockbuster films at Pixar (including Finding Nemo, Ratatouille, Up, Toy Storys 1-3, Monsters, Inc., Monsters University, and Cars), and provides practical strategies that teach and inspire people and teams to connect more effectively with audiences on an emotional level. Matthew uses the power of storytelling to bridge the gap between business and heart, driving your story toward one unforgettable selling point.

Keynote Speaker: Matthew Luhn, Former Pixar Animator, Story Artist & Author

11:45 - 12:15

General Session

Six of the CU Convention’s Top-Rated Speakers will compete in this one-of-a-kind session. Each will have the spotlight for just 2 minutes to reveal their #1 Idea that will dramatically change credit unions today! You won’t want to miss this high-energy, high-impact session!

12:15 - 12:45

Breakout Summit Sessions (Choose from among 7 summit breakouts)

12:15 - 12:45

CU Connect Meeting (invitation-only)

12:45 - 13:30

Break/Virtual Exhibit Hall Open

13:30 - 15:00

Breakout Summit Sessions (Choose from among 7 summit breakouts)

[Limited to first 150 CEOs who register. No additional fee required.]

Elliot Eisenberg, Ph.D. (aka, “The Bowtie Economist”) promises to entertain and educate in this fun, thought-provoking presentation as he reveals the latest economic trends and what they mean to you and your CU. Dr. Eisenberg shares the story behind the statistics on such hot topics as trade tariffs, GDP, ROA, household wealth, auto lending, home loans, inflation, interest rates and the all-important yield curve. Find out everything you need to know to interpret the data and gain a better understanding of your local market conditions and what may lay ahead and why. Be ready to take plenty of notes you can use. There’s no sugar coating here!

Speaker: Elliot Eisenberg, Ph.D., Econ70, GraphsandLaughs.com

CEO BONUS: The first 150 CEOs who register for the convention are invited to a private luncheon and Q&A with Elliot Eisenberg, Ph.D. Bring your toughest questions about the economy, the markets, or the financial industry – and get the answers you need.

13:30 - 15:00

CU Connect Meeting (invitation-only)

13:30 - 14:00

Interactive Roundtable Breakout Summit Sessions

14:00 - 14:30

Breakout Summits Sessions

14:30 - 15:00

Breakout Summits Sessions

15:00 - 16:00

Virtual Exhibit Hall Reception

Agenda

Day 4 - Friday 31st

FRIDAY, JULY 31, 2020 | Eastern Daylight Time (EDT)
22:00 - 11:00

Virtual Exhibit Hall Opens

11:00 - 12:45

Inspirational & Learning Sessions

11:00 - 11:45

Keynote Speaker: Ben & Jerry’s Co-founder, Jerry Greenfield

Jerry Greenfield and his long-time friend and business partner, Ben Cohen, are the men behind one of the most talked-about and least conventional success stories in American business. Co-founder of Ben & Jerry’s Homemade, Inc., Jerry has helped to build a store front venture into an ice cream and business phenomenon by making social responsibility and creative management strengths, rather than weaknesses. Jerry reveals a nuts-and-bolts guide to the promise and pitfalls of “values-led” business and offers a wake-up call for “socially conscious” and “mission-driven” leaders today.

Speaker: Jerry Greenfield, Co-Founder of Ben & Jerry’s Homemade, Inc.

11:45 - 12:15

Breakout Summit Sessions (Choose from among 7 summit breakouts)

11:45 - 12:15

CU Connect Meeting (invitation-only)

12:15 - 13:00

General Closing Session with CU Leadership’s All-Time Favorite, Patrick Adams

Financially, CUs are the healthiest they have been in many years. More than 95% have at least a CAMEL 2 rating. Most are flush with capital. Yet, a new generation is coming who can buy anything from A to Z with one-click, Google answers in an instant, and access an entire world from a pocket phone. “We may be the single, healthiest entity that may also no longer be relevant if we’re not careful,” warns Patrick Adams. Find out how to capitalize on the Big Four: Innovation, Member Experience, Corporate Culture & Social Responsibility – so your CU thrives for the next 10, 20, 30 years. The time is now!

Speaker: Patrick Adams, CEO, St. Louis Community CU

13:00 - 13:00

Adjourn

Paris Las Vegas presents spectacular rooms, service, and entertainment.

Come discover the world-renowned luxury that awaits you.

www.paris.com

Paris Las Vegas presents spectacular rooms, service, and entertainment. Come discover the world-renowned luxury that awaits you.

Room rate: $129 – $139/night + $20 daily resort fee
Hotel cut-off date: Sunday, July 5, 2020
Reservation Center: 877-603-4389 / Group Code: SPDIR0

Book your room and save big!

Check out the deals from our friends at Paris Las Vegas:

  • Complimentary in-room and meeting room Internet access (for 2 devices)
  • Complimentary daily admission for 2 to the Fitness Center
  • Join our Caesars Rewards® loyalty program to gain access to exclusive member pricing and earn credits when you play, dine, shop or stay. LEARN MORE
  • FREE Express Check-out

We’ve reserved a limited number of rooms at Paris Las Vegas for special discounted rates.  Attendees may make a reservation by calling 877-603-4389. Please mention the Group Code “SPDIR0 in order to get the discounted rate.

Attendees may also make their reservation online at https://book.passkey.com/go/SPDIR0

Hotel Deposit & Cancellation Policy:

Hotel allows individual cancellations without penalty up to seventy-two (72) hours prior to the guests’ scheduled arrival date. Hotel shall charge the guest (1) night’s guaranteed guestroom rate plus tax for cancellation within seventy-two (72) hours of the scheduled arrival date or failure of the individual to check-in on the scheduled arrival date. Any remaining nights of a “no-show” reservation will be canceled. It is policy to require a credit card or cash deposit for incidental charges. Hotel accepts Visa, MasterCard, American Express, Discover, or Diners Club.

Check-in time is 4:00 PM and check-out time is 11:00 AM. Any departures after 11:00 AM are subject to the full day charge.

Paris Las Vegas requires a first night’s room deposit and applicable tax charges, to guarantee accommodations.


Hotel Piracy

We have received information that several travel housing companies are claiming to have a relationship with CU Leadership Convention, and/or Paris Las Vegas Hotel & Casino. These companies and others like it are NOT in any way affiliated with us. The only official, exclusive housing block for this event can be accessed directly from this website and through instructions on the conference brochure. Any other channels of booking reservations are not authorized.

Innovation doesn’t have to stop.

While other conferences have shut down during the pandemic, we are excited to pivot and bring you the credit union industry’s first virtual week-long convention!

Every year, we strive to make the CU Leadership Convention bigger, bolder and more inspiring. This year is no exception, despite the crisis facing our nation.

  • Enjoy timely practical guidance, inspiration and solutions from the safety and comfort of your home or office.
  • Choose from dozens of information-packed sessions across 7 Breakout Summits. Pick and choose your favorites.
  • Choose from any of our ALL-NEW Deep Dive Hot-Topic Pre-Conference Workshops. Register for 1 of 3 options on critical topics including: Financial Management in a Pandemic Economy … Build an executive compensation plan … Develop a digital marketing blueprint.
  • Kick off each day with some of the world’s most inspiring and thought-provoking keynote speakers.
  • Discover how vendors are adapting to bring credit unions innovative solutions needed most right now.

Look forward to “seeing” you in our virtual convention!

Dennis J. Sullivan

Convention Chairman

Who Should Attend?

  • CEOs
  • Board Chairs
  • Directors
  • Supervisory Committee Members
  • Chief/VP of Marketing
  • Chief/VP of Finance
  • Chief/VP of Lending
  • Chief/VP of Technology
  • Chief/VP of HR
  • Chief/VP of Member Business Lending

Reserve Your Seat!

You and your entire leadership team are invited to the #1 event for America’s credit union leaders. Every year, we strive to make the CU Leadership Convention bigger, bolder and more inspiring. Our 43rd year is no exception.

  • Choose from 60+ information-packed sessions across 7 Breakout Summits. Pick and choose your favorites.
  • Reserve your seat for a special half-day workshop with former Pixar animator Matthew Luhn as he gives you the secrets to help you craft a better story for your CU!
  • Choose from any of our ALL-NEW Deep-Dive Hot-Topic Pre-Conference Workshops! Register for 1 of 4 options on critical topics including: How to create an entrepreneurial CU … Interpret a CU’s financials in 21/2 minutes … Build an executive compensation plan … Develop a digital marketing blueprint.
  • Every morning we kick off the convention with some of the world’s most inspiring and thought-provoking keynote speakers.
  • And you won’t want to miss world-class comedian Louie Anderson to cap off opening day with an evening that will have everyone laughing!

Hurry! Register by the early-bird deadline and save. Plus, SAVE even more with our sliding-scale discount. The more you send, the more you SAVE!

See you in Vegas!

Dennis J. Sullivan

Convention Chairman


Who Should Attend?

  • CEOs
  • Board Chairs
  • Directors
  • Supervisory Committee Members
  • Chief/VP of Marketing
  • Chief/VP of Finance
  • Chief/VP of Lending
  • Chief/VP of Technology
  • Chief/VP of HR
  • Chief/VP of Member Business Lending

Choose 1 of 3 Workshops

Tuesday, July 28, 1:00 – 3:00 pm

Separate registration required.

Hot Topic #1

Think Big, Act Small – How to Succeed as an Innovative and Entrepreneurial CU

What makes a group of innovative organizations turn value into profit, focus on growth, and lead their respective markets? The secret can be found in an entrepreneurial mindset that leads to creative choices, bold actions and dramatic results — small everyday acts any CU can use that can make a very big impact.

Find out how you can begin to create an innovative and entrepreneurial culture using the same strategies that have helped other CUs:

  • Generate repeat business from 82% of new members.
  • Grow non-interest income by 50% without increasing service fees.
  • Maintain ROA levels well about 1.50% and net worth ratios in the low-teens.
  • Engage high-potential employees that also increases retention and improves communication across departments.
  • Extend the reach and brand value of existing products to drive growth.
  • Expand time-tested operations and business models in new markets.

If you’re tired of settling for mediocrity and want to seize new opportunities — regardless of squeezed margins, daunting competition and regulatory cost pressure — then you won’t want to miss this special workshop.

BONUS: Every attendee at this special workshop also gets Jeff Rendel’s all-digital, micro-learning webinars so you can continue to apply these ideas throughout the year.

Speaker: Jeff Rendel, President, Rising Above Enterprises

Hot Topic #2

Do it Like a Pro – How to Decipher Your CU’s Financial Statements in 2-1/2 Minutes

Speaker: Tim Harrington, CPA, President, TEAM Resources

We all know someone who can just seem to mystically glance at a CU’s financial statement and immediately understand what it all means – and even flag problem areas that may not even be disclosed in the official numbers.

The real value of interpreting the financials is to read between the lines and to quickly and confidently make decisions based on the analysis. Tim Harrington, one of the CU Convention’s All-Time Highest-Rated Speakers, reveals step-by-step how to evaluate the most important ratios so you can make informed decisions, anticipate the financial future and maximize your ROA.

In this hands-on seminar, Tim gives you the secrets you need so you can pick through the numbers and analyze your CU’s financial condition – or any other CU’s financials – in less than 2-1/2 minutes! The secret is to focus on what’s most important. This guidance alone will save you hours of frustration and dead-end discussions.

Whether you’re new to interpreting CU financials or you’re a long-term veteran who wants to learn how the pros do it – this is a must-attend workshop!

Hot Topic #3

Hands-On Workshop: 9 Steps to Create a Deferred Compensation Program to Help Recruit and Retain Executive Talent

Sponsored by CUNA Mutual Group

It’s natural that deep-pocketed financial institutions will eventually target your top executives, as success will do that. Deferred compensation programs are one of the few powerful incentives your credit union can prudently offer to keep your best executive talent from jumping to competitors.

Join this hands-on workshop to walk through the often-complex structure of a deferred compensation program that allows your executives to earn income, in excess of their regular salary, that is paid at a future date. These arrangements provide income paid in retirement and/or in increments prior to retirement to help in recruiting and retaining the top performers to lead your credit union in fulfilling its strategic plan.

This hands-on session will walk through a 9-step framework for developing and maintaining a deferred compensation program to take your executive compensation and benefits package to the next level. You’ll take away a custom plan outline that will help in implementing a program to reward the leaders your credit union needs to grow and thrive!
Speaker: Andy Roquet, Sr. Executive Benefits Specialist, CUNA Mutual Group

The Nation’s Top Speakers are Here!

Lone Survivor, Marcus Luttrell: A Tribute to Courage, Honor and Leadership

Marcus Luttrell is the author of the #1 New York Times best-selling book, Lone Survivor, which tells the harrowing story of four Navy SEALs who journeyed into the mountainous border of Afghanistan and Pakistan in Operation Redwing. An unparalleled motivational story of survival, the book is also a moving tribute to the friends and teammates from SEAL Team Ten who did not make it off the mountain. Luttrell’s amazing story made the leap to the big screen with the blockbuster film, Lone Survivor, directed by Peter Berg and starring Mark Wahlberg as Luttrell. Join Marcus Luttrell in a very powerful and thought-provoking keynote address as he discusses how anyone can achieve incredible success with determination, perseverance and a drive to “never quit.”

Keynote Speaker: Marcus Luttrell, U.S. Navy SEAL & Navy Cross recipient

Atomic Habits: How to Get 1% Better Every Day

How can you see dramatic improvement in your personal and professional life? The natural impulse is to attempt big steps to improve. However, taking big steps often results in failure or only temporary gains. You rarely see the permanent results you want. The key to successful change is in small habits. In this entertaining talk, James Clear focuses on the science of small habits, how they work, and how their effects compound and multiply over time. Through research and personal stories, you will not only be entertained but also come away with practical strategies you can immediately apply in your personal and professional lives, even in turbulent times.

Keynote Speaker: James Clear, Best-Selling Author

How to Run a Values-Led Business & Make Money, Too

Jerry Greenfield and his long-time friend and business partner, Ben Cohen, are the men behind one of the most talked-about and least conventional success stories in American business. Co-founder of Ben & Jerry’s Homemade, Inc., Jerry has helped to build a store front venture into an ice cream and business phenomenon by making social responsibility and creative management strengths, rather than weaknesses. Jerry reveals a nuts-and-bolts guide to the promise and pitfalls of “values-led” business and offers a wake-up call for “socially conscious” and “mission-driven” leaders today.

Speaker: Jerry Greenfield, Co-Founder of Ben & Jerry’s Homemade, Inc.

The Big Four: Strategies for Growth Beyond 2020

Financially, CUs are the healthiest they have been in many years. More than 95% have at least a CAMEL 2 rating. Most are flush with capital. Yet, a new generation is coming who can buy anything from A to Z with one-click, Google answers in an instant, and access an entire world from a pocket phone. “We may be the single, healthiest entity that may also no longer be relevant if we’re not careful,” warns Patrick Adams. Find out how to capitalize on the Big Four: Innovation, Member Experience, Corporate Culture & Social Responsibility – so your CU thrives for the next 10, 20, 30 years. The time is now!

Speaker: Patrick Adams, CEO, St. Louis Community CU

2-Minute Spotlight: What’s Your Best Idea in 2 Minutes?

Six of the CU Convention’s Top-Rated Speakers will compete in this one-of-a-kind session. Each will have the spotlight for just 2 minutes to reveal their #1 Idea that will dramatically change credit unions today! You won’t want to miss this high-energy, high-impact session!

6 x 6: Six Speakers Unveil their Best High-Impact Strategies in Just 6 Minutes

We have challenged the CU movement’s most innovative minds to reveal their top strategies to deliver the most value to either the members, employees or the credit union. Here’s the catch. They have just 6 minutes to less to reveal their BEST high-impact strategies. This session is ranked as one of the Top 5 Sessions every year!

Click a summit below for more information.

 

Relax & Enjoy One of the Greatest Stand-Up Comedians of All Time

Get ready for a hilarious evening with iconic comedian Louie Anderson, a three­-time Emmy Award® winner and one of the country’s most recognized and adored entertainers. He was named by Comedy Central as “One of 100 Greatest Stand­-Up Comedians of All Time.” His career has spanned more than 30 years beginning with his debut on the Tonight Show with Johnny Carson in 1984. The rest is history. Leno, Letterman, The Late Late Show with Craig Ferguson, The Late Show with Stephen Colbert, “Comic Relief,” Showtime, HBO and CMT specials followed, including hosting the legendary game show, Family Feud. He continues to tour the country performing to standing-room-only crowds worldwide with his inimitable brand of humor and warmth.

Conference Pricing Information

We understand that the registration fee includes admittance to all sessions and working materials. We also understand that we have on-demand access for 12 months of all sessions at no additional cost.

Full conference registration July 28–31, 2020.

3 Ways to Register:

Term and Conditions: click here

DOWNLOAD THE 2020 CREDIT UNION LEADERSHIP e-GUIDE!

Find out how the country’s top CU Leaders are adapting to the pandemic crisis that has changed everything from Wall Street to Main Street.

See below to download.

 

Marcus Luttrell

Navy SEAL, Lone Survivor

Marcus Luttrell is the author of the #1 New York Times best-selling book, Lone Survivor, which tells the harrowing story of four Navy SEALs who journeyed into the mountainous border of Afghanistan and Pakistan in Operation Redwing. An unparalleled mo… Read full bio

James Clear

Best-Selling Author

James Clear is a personal development keynote speaker and New York Times bestselling author of Atomic Habits. His entertaining talks teach audiences about small habits, decision-making, and continuous improvement. But James doesn’t merely report the… Read full bio

Jerry Greenfield

Co-founder of Ben & Jerry’s

Jerry Greenfield and his long-time friend and business partner Ben Cohen are the men behind one of the most talked-about and least conventional success stories in American business. Co-founder of Ben & Jerry’s Homemade, Inc., Greenfield has helpe… Read full bio

Patrick Adams

St. Louis Community CU

Patrick is beginning his 43nd year with the credit union movement and has worked for St. Louis Community Credit Union for the past 32 years.  Patrick was appointed CEO/President of St. Louis Community Credit Union in January, 2008.  The credit union… Read full bio

Jeff Rendel

Jeff Rendel, Certified Speaking Professional, knows the financial services marketplace. With experience as a federal banking regulator, financial services executive, and Congressional lobbyist; he understands the balancing act of safety, soundness, s… Read full bio

Tim Harrington

CPA, President, TEAM Resources

Tim Harrington started working with banks and credit unions in 1988. Tim and TEAM Resources have a long history of helping financial institutions move forward with greater confidence, profitability and integrity, to serve their market or field of mem… Read full bio

James Robert Lay

Founder & CEO, Digital Growth Institute

James Robert Lay is the CEO of Digital Growth Institute. He is on a mission to simplify digital marketing to help financial institutions grow from good to great by building marketing systems that guide people toward a brighter financial future. James… Read full bio

Andy Roquet

Sr. Executive Benefits Specialist, CUNA Mutual Group

Andy Roquet is an executive benefits specialist for CUNA Mutual Group, a company that specializes in the design, implementation, financing and ongoing administrative support of supplemental executive benefit programs specifically tailored to credit u… Read full bio

Glenn Christensen

President, CEO Advisory Group

Glenn Christensen is Founder and President of CEO Advisory Group the first Merger and Acquisitions consultancy focusing on the credit union industry. As a visionary and entrepreneurial leader with 25 years of executive level experience in the financi… Read full bio

Val Mindak

CEO, Park City CU & 2019 CU Leadership Convention’s Award Winner

Since 2009, Val Mindak has served as Park City’s CEO and President, leading the credit union’s mission of “helping members fulfill their dreams while serving their communities.” Her commitment to bringing innovative retail strategies to the employees… Read full bio

Elliot Eisenberg, Ph.D.

Econ70, GraphsandLaughs.com

Often called the “Stand-up Economist,” acclaimed economic expert, Elliot Eisenberg, uniquely specializes in making the arcana and minutiae of economics entertaining and relevant. With expertise and consultation sought-out by federal, state and local… Read full bio

Lawrence Spaccasi

Partner at Luse Gorman, P.C.

Lawrence Spaccasi represents financial institutions and their holding companies on a wide range of strategic planning, securities, corporate, executive compensation and regulatory law matters. Mr. Spaccasi has more than 30 years’ experience with fina… Read full bio

Peter Duffy

Managing Director, Piper Sandler Companies

Peter Duffy is Managing Director at Sandler O’Neill & Partners, L.P. in New York City. Duffy works with Credit Unions and banks nationwide in competitive analysis, investment portfolio development, charter decisions, board meetings, loan portfoli… Read full bio

Renee Sattiewhite

CEO & Founder, Sattiewhite Training Productions, Inc.

Ms. Sattiewhite is credited for giving organizations a “new look” in the areas of customer satisfaction, employee relations, marketing materials and training materials. Ms. Sattiewhite also serves as an executive coach, mentoring trainer and assists… Read full bio

Victor Miguel Corro

CEO, Coopera

As CEO of Coopera, Victor promotes Coopera’s approach to serving Hispanics throughout the credit union industry. This comprehensive approach has helped credit unions and credit union industry organizations position themselves for long-term growth by… Read full bio

Jim Caliendo

President & COO, PWCampbell

When it comes to retail branch and main office space, how do financial leaders know what’s new – and what’s next? They look to Jim Caliendo, a recognized professional in the design-build and financial services industries. As the President and COO of… Read full bio

Jeff Fromm

Partner, Barkely, co-author of The Purpose Advantage

As a professional speaker, Jeff has keynoted more than 500 events all over the world, to audiences from board meetings to thousands. His talks focus on how youth culture impacts sales and profit growth across generations, from Gen Z to Baby Boomers.… Read full bio

Andrew Downin

CPA, Chief Marketing & Strategy Officer, Vantage West CU

Andrew Downin serves as vice president of marketing and communications at Vantage West Credit Union. He provides strategic direction and manages marketing campaigns, public relations activities, community initiatives, and business development venture… Read full bio

Amanda Thomas

Founder & President, Two Score

A credit union veteran, Amanda has many years of marketing experience in credit unions and as a consultant. She is an entrepreneur and owner of TwoScore, a firm that works exclusively with credit unions under $100 million in assets to achieve their s… Read full bio

Bill Hampell

Economist

Following a long and productive career as Chief Economist and Chief Policy Officer for the Credit Union National Association (CUNA) in Washington DC, Bill Hampel is now an economic consultant specializing in explaining trends in the economy and finan… Read full bio

William D. Paton

Assistant Vice President, Lending & Participation

William (Bill) is responsible for the overall performance of Alloya Corporate’s loan portfolio and related liquidity products. Bill oversees the underwriting, origination and closing of all loans. Bill has a keen focus on member service as well as th… Read full bio

Ryan McCarroll

Strategic Initiatives Leader, Alloya Corporate FCU

Ryan currently serves as a Strategic Initiatives Leader for Alloya where he leads product strategy and development for Alloya’s liquidity and ALM products. Ryan has extensive capital markets and liquidity management experience in the credit union ind… Read full bio

David Koch

Managing Director of Advisory Services, Abrigo

Since 1989, Dave has delivered educational programs on Asset/Liability Management and pricing topics to Federal Regulatory Agencies, national and state industry trade groups, Federal Home Loan Banks, and Corporate Credit Unions nationwide. Dave curre… Read full bio

Derrick Wiemer

CIO/CCO, VISIBLE EQUITY

Derrick serves as the Solution Architect of Portfolio Analytics for nCino. He earned his MBA with an emphasis in Operations Management from Regis University and holds an undergraduate degree in Business with an emphasis in Computer Information System… Read full bio

Brian Waldron

SVP/CLO, Hudson Valley FCU

Brian Waldron is the Senior Vice President of Lending at Hudson Valley Federal Credit Union in Poughkeepsie, NY. In his capacity, Brian oversees Commercial Lending, Consumer Lending, Real Estate Lending and Collections. HVCU has 300,000+ members and… Read full bio

Matt Roe

SVP, Open Lending, LLC

As the Senior Vice President at Open Lending, Matt oversees all aspects of the customer partnership model by providing high quality consultation, training, and deployment strategies for the Lenders Protection product. Matt has been with Open Lending… Read full bio

Brett Christensen

Owner, CU Lending Advice, LLC

Brett works directly with credit unions in the U.S and Canada teaching and consulting with professionals on various lending topics. His personal and entertaining speaking style have made him a popular speaker in the credit union industry. Prior to fo… Read full bio

Brandy Phillips

VP of Mortgage, TDECU

Brandy Phillips, leads the mortgage division as Vice President of Mortgage for TDECU, the largest credit union in the Houston and Gulf Coast regions of Texas. During her tenure with TDECU, this 25-year mortgage veteran played a pivotal role in helpin… Read full bio

Patrick Zarifian

SVP/CLO, California CU

Patrick Zarifian is the Chief Lending Officer at the $3 Billion California Credit Union located in Glendale CA. Patrick is a 22 year veteran of the financial services industry and was hired at California Credit Union in 2007. Patrick oversees one of… Read full bio

Dave DeFazio

Partner, StrategyCorps

Dave DeFazio is a partner at StrategyCorps and works with bank clients to design, build and implement a variety of checking, marketing and training programs. His extensive financial services experience and continuous research in the field ensures eac… Read full bio

Derek Laczniak

CIC, CRM, Partner, Director of Cyber Practice, M3 Insurance

Derek Laczniak is a partner and senior account executive at M3 Insurance. Specializing in property and casualty insurance, Derek assists clients in the design and implementation of their risk management programs, ensuring their coverage continues to… Read full bio

Carlos Molina

Senior Risk Consultant, CUNA Mutual Group

Carlos is responsible for assisting credit unions nationwide in identifying areas of risk in their operations and recommending appropriate controls to reduce loss exposures. Prior to joining CUNA Mutual Group, Molina was a criminal investigator with… Read full bio

Alex Hernandez

VP, Emerging Technology, DefenseStorm

Alex Hernandez brings more than 20 years of experience in providing security solutions to some of the largest companies in the world. Hernandez is a recognized authority on Internet security, having worked with numerous Fortune 500 companies to desig… Read full bio

Andrew Hay

Cybersecurity Strategist, LARES

Andrew Hay is a veteran cybersecurity executive, strategist, industry analyst, data scientist, threat and vulnerability researcher, and international public speaker with close to 25 years of experience across multiple domains. He prides himself on hi… Read full bio

John Moreno

Senior Managing Director, Meyer-Chatfield

John has spent the last 17 years serving credit unions.  Throughout his career, John has continually striven to provide highly customized solutions to his client’s needs.  Most recently, John has worked with numerous credit unions in structuring defe… Read full bio

Flynt Gallagher

President, Compensation Advisors

Flynt Gallagher heads Compensation Advisors in its mission of assisting clients in attracting, mFG-photo-Left-corner-webotivating and retaining personnel critical to achieving success. Mr. Gallagher brings considerable experience and expertise to his… Read full bio

Samuel Jones

www.DrSamuelJones.com

Dr. Samuel Jones’ motivational and inspirational keynote presentations are inspiring and encouraging. His positive message sparks hope as he delivers a custom-created speech. Dr. Jones uses his personal story and experiences from his collegiate and p… Read full bio

Lisa Sutton

Senior Vice President, Human Resources, PSCU

Lisa Sutton is Sr. Vice President of Human Resources at PSCU, based at their St. Petersburg, FL, headquarters office, a role she has held since October 2015. Prior to joining PSCU, she worked at PPG Industries as HR director, North America, at Transi… Read full bio

Stosh D. Walsh

Managing Principal-Constant Organizational Development

Stosh D. Walsh serves others through speaking, coaching, workshops and writing. He is a TEDx speaker, an adjunct executive coach with the Center for Creative Leadership, and the author of Along the Way: Leadership Stories from Everyday Life (2012) an… Read full bio

Michael Mucilli

SVP/Senior Business Services Officer, CU Business Group

With 42 years of experience, Michael has spent his entire career gaining expertise in banking, commercial lending and sales. He founded CU Business Group’s east coast operations in 2003, and has gained significant experience in credit union business… Read full bio

Ancin Cooley

Founder/Principal, Synergy Credit Union Consulting

Mr. Ancin Cooley, CIA, CISA, is the Founder and Principal of Synergy Credit Union Consulting, Inc. Synergy provides a suite of risk management services to financial institutions, which include loan reviews, information technology audits, internal aud… Read full bio

Brendan Wiechert

Director of Commercial & Business Services, STCU

Brendan's life revolves around building community. Sometimes that means helping businesses thrive. Sometimes it means giving his time and talents to help nonprofit organizations fulfill their missions — or to help young people develop into tomorrow's… Read full bio

Sam Burns

VP Business Services, Purdue FCU

A graduate of Purdue University and Graduate School of Banking at University of Wisconsin, Burns brings nearly 18 years of commercial banking experience to the credit union. Burns can help businesses increase profitability and improve operating perfo… Read full bio

Jim Devine

Co-Founder, Hipereon Financial Training Experts

Jim Devine co-founded Hipereon, Inc. in 1999. Prior to starting Hipereon, Inc., he served as a senior consultant with Moss Adams Advisory Services with special focus on financial management, strategic planning and ownership transition training for fi… Read full bio
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