Education Sessions

The Michigan Credit Union League Annual Convention is the place to find a comprehensive selection of important training topics for most everyone at your credit union. In addition to our popular "Lunch and Learn" sessions on Saturday, this year's education line-up included topics on Friday and Saturday for Chapter Leaders. 

Breakout sessions were geared for board members, executives, human resource, lending, marketing, technology, business development and general appeal topics. Handout materials are available below.

SERIES A
Thursday, May 15
4:30 p.m. – 5:30 p.m.

Board Members
Compliance for Directors
Veronica Madsen
A credit union board of directors is ultimately responsible for maintaining its credit union’s safety and soundness. This session provides an overview of the laws and regulations that a credit union board of directors needs to understand and ensure are being followed by their credit union’s management and staff. 




Human Resources
Attracting & Retaining Talent
James Fournier
Sponsored by: CUcareerbuilder.com
It’s easy to hire someone, but how do you attract and identify the right individual? Then, how do you keep the employee engaged and motivated to stay with your organization? Hint- it isn’t always the salary. Learn how to create an “Attract & Retain” culture instead of a “Catch & Release” one.

Lending
Understand the Impact of the Mortgage Meltdown on Your Credit Union
Paul Grabstanowicz
The current real estate market and mortgage lending is in a major state of chaos due to lack of knowledge by unsuspecting borrowers. Learn how your credit union can be part of the solution for members who may be or who might become delinquent on a loan they can not afford.



Marketing
How to Work with the Media: A Beginner’s Course
Mike Bridges
This session is ideal for credit union professional who may find themselves dealing with the media or would like to know how to more about how to conduct a podcast, write a news release or garner more media attention.


Business Development
Best Practices for Operational Success
Tom Young
Sponsored by John M. Floyd & Associates
Could your credit union be more efficient? Boost your bottom line and achieve your goals with the right organizational structure, proper workloads and effective personnel. Build tomorrow’s best practices today by learning new ways to approach operational performance, the sales and service culture and your credit union’s overall structure.

Technology
Old Dog, New Tricks
Caroline Lane
Sponsored by: CO-OP Financial Services
Discover how several forces are combining to change how credit union payment products and services are delivered. Taking into account demographic factors, innovation, legislation and data security, this will be a snapshot of current trends.

General Appeal
Adult and Youth Financial Literacy: From Novice to Expert
Beth Troost
Find out more about the many benefits of having a youth and adult financial literacy program, and how the Michigan Credit Union League can assist with your efforts. MCUL’s Financial Education Coordinator is available to help you get started or grow your financial education program with many great resources.

SERIES B
Friday, May 16
2:45 p.m. – 3:45 p.m.

Board Members
Michigan's Most Admired Credit Union - Yours
Jeff Rendel
What makes a select group of American companies the most respected, influential and profitable businesses in this land and how do these companies set themselves apart? Learn about the quantifiable, success-based blueprint - independent of economic cycles or industries - that can make your credit union stand out as the most esteemed, significant and winning enterprise in your industry.



CEO/Management
Strategic Planning – The Future Ain’t What it Used to Be
Tim Harrington
Sponsored by: AAA
Having trouble growing and profiting? You are not alone. The marketplace is becoming less and less forgiving of businesses that are not meeting market needs. This session will look at the enormous shifts shaping today’s financial market, look at the winners and losers and discuss strategic ideas that may help make your credit union more relevant.


Human Resources
Staff Incentive Plans: Best Practices for Credit Unions
Mike Dougal
Sponsored by: HR Value Group
Hiring the best employees and keeping them motivated is a challenge for many employers. Incentive compensation may be part of the solution. Discover the importance of motivating and rewarding employees to maximize job satisfaction and credit union performance. Learn what employees want and how you can deliver it.
 
Lending
Innovations in Lending
Jeff McGuire
Sponsored by: Excess Share Insurance
Financial institutions make loans, but why is it so important? Jeff discusses the origins of lending and how it has evolved over the years. Jeff covers the program from policy development to collection procedures. Competing in today’s marketplace is difficult and Jeff gives ideas on how to maximize the institution’s loan program.



Marketing
A Business Perspective on Brand
Lee Ann Mares
Sponsored by: CUcorp
Building a strong brand is the backbone for member retention and growth. Learn ways to build and deliver a brand based on member experience. We’ll focus on how to organize your products, service, pricing, channels and operations, as well as how to rally your employees around delivering the brand that will grow your credit union.

Business Development
Emerging Markets
Victor Miguel Corro
Sponsored by: Member First Mortgage
Looking for a fresh approach to membership growth? This session will include techniques and tips on how to attract and serve members from different cultures with an emphasis on Hispanics/Latinos.

Technology
Mobile Banking
Rick Sirois
Sponsored by: Sprint
Find out what mobile banking is all about, why financial institutions are embracing it and how to begin exploring solutions. We’ll discuss the market overview for mobile banking, its pros and cons and offer a pragmatic approach for you to explore mobile banking solutions for your credit union.

General Appeal
Your Credit Union as a Learning Laboratory
George Hoffheimer
How do you encourage professional development at your credit union?  We’ll discuss best practices and case studies of credit unions that get training and professional development right at their organizations.

Chapter Leaders
Mining the Gold in Your Team
Becky McCrary
What is gold to you? Maybe it's results, goals or accomplishments. Maybe it's human capital, ideas for innovation or member retention. Discover what’s stopping you from mining as much gold as you can. Observe teamwork like you've never seen it before.




SERIES C
Friday, May 16
4:00 p.m. – 5:00 p.m.

Board Members
Evaluating Your CEO
Tim Harrington
Many CEOs and boards loathe evaluation time, but the CEO evaluation is an essential governance tool. This session will look at methods of CEO evaluation and discussion that will help the board and CEO stay connected as they both work to move the credit union toward greater success.

CEO/Management
Analyzing Your ALM Statement
Ron Boehnlein
Sponsored by: CenCorp
Now that your ALM reports are completed and printed, what do you do with them now? This session will discuss analysis and validation of ALM reports, including evaluation of changes between periods and techniques for validating information.


Human Resources
Link Between Performance and Compensation Management
Jerry Nelson
Discover what performance-driven cultural characteristics are most frequently found in high performing organizations. You’ll learn how linking employee performance competencies, goal achievements and development with compensation levels, allow an organization to achieve higher performance.

Lending
Risks Associated With Business Lending
Doug Roossien
Sponsored by: CMG
Discover the latest business lending products being offered by credit unions. This session is designed to increase awareness of various risks and strategies associated with business lending. Learn some of the most common mistakes that can cause potential losses or result in a weak program.

Marketing
Marketing Member Services
Jeff McGuire
Member relationships are an important and distinct aspect of serving your members. Find out more about relationship pricing and bundling of products and services, as we explore the unique perspective of 
membership benefits vs. a client-only relationship.




Business Development
Credit Union Differentiation
George Hoffheimer
Filene Institute
Financial institutions can look very similar to consumers. Find out how to analyze why the consumer financial services landscape is filled with ‘me-too’ competition. We’ll also discuss current research and innovation efforts to encourage and promote differentiation strategies for credit unions and the credit union system.

Technology
Leveraging Web 2.0 for You and Your Members
Todd Mason
Sponsored by: CU Village
Learn how to apply Web 2.0 technologies and new media to serve your members and help you do your job. Social networking, blogging, video, podcasting and online learning will be discussed. MCUL’s CU Campus site will be highlighted as a way for you to network with your peers and industry experts and access online training 24/7.

General Appeal
How to Work With the Media: An Advanced Course
Mike Bridges
Credit union professionals interested in enhancing their media coverage we’ll learn valuable tips for how to prepare for an electronic or print interview, conduct a Podcast or use new media such as video and You Tube. Some working knowledge of media relations is suggested, however the topic will be discussed in a useful manner allowing everyone to benefit from using these tools advantageously.   

Chapter Leaders
Mining the Gold in Your Team
(Continued: Hands on Application)
Becky McCrary
Attend the 2:45 p.m. session and then join us again for this hands on application of the material presented in “Mining the Gold in Your Team.” You’ll observe teamwork like you've never seen before.





SERIES D
Saturday, May 17
11:00 a.m. – 12:00 p.m.
Note: The Annual Business Meeting takes place during this time.

Board Members
It’s 2011.
Do You Know Where Your Members are? (session repeats at 12:30 p.m.)
Tim Lerew
Your members are literally a click away from both new and existing competitors. Member needs continue to evolve and credit unions are facing fresh challenges, which demand new products and services. Discover the new financial services landscape and emerging trends.

Board Members
Better Board Meetings
Dan Clark
A board meeting is the epicenter of a credit union's future. This session challenges common meeting practices and offers new ideas and techniques to increase the value of your meetings to help you increase the health, growth and responsiveness of your credit union.

CEO/Management
CEO Succession Planning: Is Your Board Prepared? (session repeats at 2:00 p.m.)
Jeff Rendel
A good succession plan charts action for the board and employees for a variety of situations including the death of a CEO, accidents, disability, termination or retirement. We’ll cover hiring challenges, CEO development, getting full board involvement, working with recruiters and more.

Human Resources
SuperStars, ShootingStars and FallingStars:
Coaching and Mentoring for Today's Credit Unions  (session repeats at 12:30 p.m.)
Debra Salz
Targeted at credit union managers and supervisors, this session covers how to instill a coaching and mentoring culture and its link to high employee performance. You’ll take away specific strategies to incorporate into your credit union.

Lending
Show Me The Money!  (session repeats at 12:30 p.m.)
Marjorie Green - Federal Home Loan Bank Outreach
Discover how your credit union can use Federal Home Loan Bank of Indianapolis (FHLBI) funds to provide down payment assistance, help homeowners make repairs to their existing homes or partner with local housing developers to apply for grants to develop or rehabilitate affordable rental housing in your community. 

Marketing
Maverick Marketing (session repeats at 2:00 p.m.)
Drew Allen Miller
Marketing has become a new game. What’s needed now is a results-proven, fast and easy way to create eye-popping, jaw-dropping marketing concepts on a shoestring budget. This program shows you precisely what successful organizations do and how you can easily do the same to create your own award-winning marketing.

Technology
Security Policies, Procedures and Programs (session repeats at 2:00 p.m.)
Catherine Bruder
Every year, board of directors and management must approve a comprehensive information security program for their credit union. This session will walk you through what should be in your security policies, why it needs to be there and the tough questions that you can ask about your credit union’s data security policies, procedures and programs.


SERIES E
Lunch & Learn: Saturday, May 17 (Ticketed event; $25 per person.)
12:30 p.m. – 1:45 p.m.

Board Members
It’s 2011.
Do You Know Where Your Members Are? (repeated session from 11:00 a.m.)
Tim Lerew
Your members are literally a click away from both new and existing competitors. Member needs continue to evolve and credit unions are facing fresh challenges, which demand new products and services. Discover the new financial services landscape and emerging trends.




Board Members
Board Governance
Dan Clark
Differing board roles can make interface rough at times. This session seeks to strike a balance of power and accountability that helps a credit union remain viable into the next generation. This governance model will satisfy your credit union’s needs and afford your CEO more freedom with accountability.

Human Resources
SuperStars, ShootingStars and FallingStars:
Coaching and Mentoring for Today's Credit Unions (repeated session from 11:00 a.m.)
Debra Salz
Targeted at credit union managers and supervisors, this session covers how to instill a coaching and mentoring culture and its link to high employee performance. You’ll take away specific strategies to incorporate into your credit union.



Lending
Show Me the Money! (repeated session from 11:00 a.m.)
Marjorie Green - Federal Home Loan Bank Outreach
Discover how your credit union can use Federal Home Loan Bank of Indianapolis (FHLBI) funds to provide down payment assistance, help homeowners make repairs to their existing homes or partner with local housing developers to apply for grants to develop or rehabilitate affordable rental housing in your community. 


Business Development
Training Employees to Cross Sell
Carolyn Warden
How does a supervisor get employees to cross sell? This session delves into that question by defining the necessary elements and gives examples of product knowledge, how to communicate benefits to members, the ABC’s of Human Behavior and how to coach people to achieve and be accountable.

Chapter Leaders
Attracting Volunteers:
Magnetize Your Credit Union
Becky McCrary
Make your credit union irresistible to volunteers by learning the three expectations of prospective volunteers and the five ways to attract volunteers to your credit union. This session will help make your search for your next board member, committee member or general volunteer much easier.



 
SERIES F
Saturday, May 17
2:00 p.m. – 3:00 p.m.

Board Members
Strategic Thinking & Planning
Dan Clark
The credit union industry is constantly facing changes that need to be dealt with all year-long. Clearly developed for the 21st century, this session shows what strategic thinking means and how it compliments and collaborates with the strategic planning and business planning processes.

CEO/Management
CEO Succession Planning: Is Your Board Prepared? (repeated session from 11:00 a.m.)
Jeff Rendel
A good succession plan charts action for the board and employees for a variety of situations including the death of a CEO, accidents, disability, termination or retirement. We’ll cover hiring challenges, CEO development, getting full board involvement, working with recruiters and more.

Human Resources
Listening: More Than Waiting for Your Turn to Talk
Becky McCrary
We all need to brush up on our listening skills. This session takes a humorous approach to how excuses can interfere with our desire to understand. Topics covered include the 10 worst excuses for not listening, the five tips for effective listening, traits of a great listener, getting interested in interest and effective feedback.



Marketing
Maverick Marketing (repeated session from 11:00 a.m.)
Drew Allen Miller
Marketing has become a new game. What’s needed now is a results-proven, fast and easy way to create eye-popping, jaw-dropping marketing concepts on a shoestring budget. This program shows you precisely what successful organizations do and how you can easily do the same to create your own award-winning marketing.



Technology
Security Policies, Procedures, and Programs (repeated session from 11:00 a.m.)
Catherine Bruder
Every year, board of directors and management must approve a comprehensive information security program for their credit union. This session will walk you through what should be in your security policies, why it needs to be there and the tough questions that you can ask about your credit union’s data security policies, procedures and programs.

General Appeal
The Millennial Generation Panel Discussion
Mary Crane
Today's newest wage earners are widely known as The Millennials. Be sure to join Mary at her keynote presentation at 9:00 a.m. and then be on hand for this panel discussion where you’ll further explore how your credit union can better understand and effectively speak to this important new market segment.

Chapter Leaders
Leadership Skills for Chapter Volunteers (and Others)
Carolyn Warden
This session for chapter volunteers and others, will explore ways to make meetings a valued, irreplaceable experience so your organization can thrive. We will borrow from credit union best practices from Service University (SM), as well as discuss how to effectively communicate the unique benefits of chapter participation.

 

 

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