Michigan Credit Union League Home » Education » View MCUL & Affiliates Training Events » 2013 Fall Leadership Development Conference » Agenda  



  "Conferences are ideas made physical. They represent an opportunity to be in a physical place with inspiring ideas, continuous learning, interesting people and experiences unlike any other that can occur elsewhere."
Friday |
September 13
5:00 – 7:30 p.m.

Registration and "Titanic" Movie Showing
Enjoy Popcorn and Movie Viewing Beginning at 5:30 p.m.

8:00 – 10:00 p.m. New! Welcome Afterglow and "Jaws" Moving Showing
Networking Time With Light Snacks and Hosted Bar
Saturday | September 14
7:00 a.m. – 6:00 p.m. Registration & Information
7:00 – 8:00 a.m. Breakfast Buffet               
8:00 – 8:45 a.m.

Welcome and League Update
      David Adams     

Join MCUL & Affiliates CEO David Adams as he welcomes attendees from across the state to this outstanding conference at the beautiful Grand Traverse Resort & Spa. Get the latest updates on important League initiatives and gain insights on industry trends that are pertinent to credit union leaders, while showing support and involvement for Michigan’s credit union movement. It is a great start, to a great weekend event!                                 

8:45 – 9:30 a.m.

Guest Program: Gentle Yoga
      Complimentary Session

Deck hands work hard on a ship, but not so for those who choose this fun and relaxing gentle yoga experience. Join other guests and learn about this less strenuous style of yoga and its many benefits. No previous experience necessary; all are welcome.

8:45 – 10:00 a.m.

Keynote: Taking the Helm!
Board Leadership During Extreme Change

      Jack Wolf
      Sponsored by HRN

What is happening in the marketplace and how is it affecting credit unions? Directors need to be able to answer this question on a local, regional and global basis, and bring this information into the board room. But then what? Learn how to create consensus with other board members, while also determining what is strategic and what is not, and take steps to becoming a more effective leader. It is possible to increase “outside the box thinking” at the board level and be prepared to steer the ship in a new direction by taking the helm during times of extreme change.

10:00 – 10:15 a.m. Break
10:15 – 11:30 a.m. Concurrent Sessions (Choose One)

Directing Effective Teams (VAP V701)
      Robin Wybenga          
      A CUNA Credit Union Leadership Certificate Module

Credit unions face the huge challenge of accelerating change, and adaptability is the key to survival. Exactly what the credit union of the future looks like is yet to be seen, but it is largely up to the directors to determine. This session describes how effective teams work and sets out to show how to direct an effective team in its endeavors to make credit unions adaptable and competitive for the long term.


Meet the Regulator Panel: Michigan DIFS and NCUA
      John Kolhoff of DIFS and Martha Powell of NCUA         
      Presented in Cooperation With NASCUS

This round table will provide attendees a state and federal update on matters of regulatory concern. A Michigan DIFS representative will offer the state perspective and an NCUA representative will present the federal perspective.


Clear Communication:
The Key to Credit Union Success (Part 1)

      Jack Wolf                  

How can a board of directors align to present a unified message that leads to success? Clear and concise communication can be difficult to achieve, but it is possible. Learn how to successfully deal with diversity, gender, cultural and generational communication differences. This insightful presentation will show how to resolve conflict utilizing an effective three-step Harvard process that will help boards implement change.


Practical Policy Pointers
       Shawn Wolbert

Check back for session details.

11:30 – 11:45 a.m. Break                       
11:45 a.m. – 1:00 p.m. Concurrent Sessions (Choose One)

Maximizing Board Performance (VAP V702)
     Robin Wybenga
     A CUNA Credit Union Leadership Certificate Module

A credit union board, just like its management team, needs to work continuously to keep abreast of change and improve its operations. This session examines today's challenges for directors and explores specific tasks of the board including two particular crucial tasks that are required for effectiveness: planning and evaluation, and managing CEO accountability.


Clear Communication:
The Key to Credit Union Success (Part 2)

      Jack Wolf                  

Continued from morning session.


The ABC's of Mergers and Acquisitions
     Michael Bell

Mergers and acquisitions are as simple as 1,2,3 (actually 8). In today's business climate, mergers and acquisitions are more relevant than ever, making now a great time to learn more about this complex topic. Get the basics and help build a strong foundation of knowledge on the process and science of mergers and acquisitions.


It’s Going to Hit the Bottom Line:
The Financial Impact of Regulatory Compliance

     Shawn Wolbert

Compliance with federal and state regulations impacts credit union income. Several impending regulatory issues will affect credit union expenses and income in the coming months and year. This session will focus on providing information to better understand the financial implications of the current regulatory environment and give a head start on understanding the impact on a credit union's bottom line.

1:00 – 2:00 p.m. Lunch
2:00 – 3:00 p.m. Optional Bonus Sessions
(Choose One Bonus Session or Offsite Event Below)

Enabling Payments While Disabling Fraud
     Amy Smith

Credit Unions are responding to the payment needs of their members. Both consumers and companies are asking for more innovation and less exposure. Can a balance be struck? This session covers the various ways people and companies make and receive payments and what credit unions must and should do to ensure those payments are safe, secure and won’t over expose the credit union. Attendees will gain a greater understanding and a basic list of questions to ask and to shape the future of their organizations.


Compliance Discussion Session
     Shawn Wolbert & Glory LeDu

Gather those nagging compliance questions and join this session to participate in an informative discussion that will highlight key regulatory issues and answer pressing questions and concerns.


Issues Facing Federal Credit Unions
     Martha Powell

This insightful and interactive discussion-based presentation will cover current topics unique to federal charters. It will give participants the opportunity to ask specific questions about the NCUA and discuss particular challenges being faced.

2:00 – 5:00 p.m.

Optional Offsite Event
Afternoon Scenic Excursion and Traverse City Outing

(Choose Offsite Event Below or
Attend One Discussion Group Above)

Enjoy the comforts of motor coach transportation with on-board presenters who will share the history of the Grand Traverse Distillery, Michigan's oldest micro-distillery. Learn about the making of their ultra-premium spirits such as True North vodka, made from the local glacial waters of Michigan--located on the 45th parallel. Tastings will be available in route, followed by a stop at Harbor 22 Bar and Grill for another tasty sampling...of dessert! Attendees will enjoy a bite size buffet of sweets and time to stroll the marina to enjoy the scenic view. The excursion will then lead to downtown Traverse City, with time to stroll, shop and explore sites before heading back to the hotel.

6:00 p.m. Doors Open for Dinner
6:30 – 8:30 p.m.

"Navigating the High Seas"
Dinner Banquet & Entertainment

    Sponsored by CU Solutions Group

Ahoy, mates! This year's dinner banquet will have the look and feel of being out on the seas, without having to leave land. Extra fun is plan, so get ready to serve with the rest of the crew on your ship or maybe even take helm as the captain, while keeping an eye on the horizon for the thunderous sounds of dueling pianos!

Sunday |

September 15

7:30 a.m. – 10:00 a.m.

Registration & Information
7:45 – 8:45 a.m. Breakfast Buffet
8:45 – 10:00 a.m.

Guest Program: Volunteers of America
Gift Wrapping and Coffee

Jump in and help make a splash by getting into the holiday spirit and wrapping gifts for the Volunteers of America "Adopt a Family" program! All attendees are being asked to bring new, unwrapped sports gear ideal for teens. Coffee will be served and supplies provided for guests to gather and make some quick-work of wrapping these gifts to be donated to a Michigan family in need.

8:45 – 10:00 a.m. Concurrent Sessions (Choose One)

Assessing Risk: It is the Law
     Amy Wargo 

The term ‘risk assessment’ is not a passing industry buzzword but rather a new way of doing business for credit unions. This session focuses on the risk assessments required by federal regulations like BSA, FACT Act and NACHA Rules, just to name a few.  The key common elements of all risk assessments will be covered, as well as the laws that require risk assessments, special factors directors must consider, timing and resources to assist in the process.


Bank Secrecy Act for Directors
     Glory LeDu

Bank Secrecy Act (BSA) compliance remains high on the examiner’s list for all credit unions, so credit union directors need to be familiar with the requirements of BSA requirements. This session provides a relevant overview of BSA including the specific actions that a credit union board of directors must know, such as BSA policy, risk assessment, ongoing training, and Suspicious Activity Report filings. After attendance in this session a certificate is awarded to participants as confirmation of completing the annually required BSA training.


Strategic Credit Union Leadership (VAP V700)
      John Rupert
      A CUNA Credit Union Leadership Certificate Module

Credit union directors spend a great deal of time planning and monitoring the organization's progress toward strategic goals. This session is designed to make that job a little bit easier by discussing some of the overarching issues that make up the core of the director's job and describing how to provide the kind of personal leadership that ensures long-term success of the credit union enterprise.


Collections Course (VAP V202)
     Steve DeLuca

This course deals with a necessary side of loan granting, the collection procedures for delinquent loans. Collections describes the classification of past-due accounts, collection techniques, special delinquency problems, Soldiers' and Sailors' Civil Relief Act, Fair Debt Collection Practices Act, bankruptcy overview and amendments to bankruptcy laws.

  *Agenda Subject to Change



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