These 1-1/2 hour informational sessions include lunch; $25 per person ticketed event.
Bank Secrecy Act/Anti-Money Laundering for Board Members
Robert Zalewski
Every board member needs to be familiar with the basics of the Bank Secrecy Act and Anti-Money Laundering rules (BSA/AML). Whether you are a new or experienced board member, this session will provide the tools you need to successfully implement and oversee BSA/AML policies and procedures. To assist with continued compliance, a copy of the presentation will serve as a guide to risk assessment considerations and commonly used acronyms unique to BSA legislation.
Robert Zalewski holds a bachelor’s degree in economics from Eastern Michigan University. This Michigan native’s comprehensive background in compliance includes extensive work experience with financial institutions as well as a position with the U.S. Department of Treasury. Robert is currently a compliance consultant with CUcorp.
An Inconvenient Truth: Be Relevant to the Marketplace or Disappear
Tim Harrington
Learn how your credit union can stay relevant in the marketplace by using innovation, creativity and convenience to triumph over the competition. The enormous shifts shaping today’s marketplace demonstrate that meeting members’ needs is essential for credit union growth.If you cannot provide necessary products and services for your members, someone else can. This session will help your credit union develop a plan to not only retain, but to also attract members.
Tim Harrington, president of T.E.A.M. Resources, provides consulting, strategic planning and training to credit unions from coast-to-coast.Twenty years of credit union experience and a rare ability to make even the most complex topics seem simple make this certified public accountant a dynamic speaker.
Human Resources: Managing and Leading Change
Mitzi Taylor
We all face change in our work and personal lives. This session will focus on the process of healthy and effective change for you and for others. Learn how to manage change for success and growth by discussing the stages of change, coping with stress and helping others to accept new ideas.
Mitzi Taylor has a bachelor’s degree in marketing and organizational communication. Mitzi’s diverse experience in retail, manufacturing and finance provide her with the ability to understand how quality training plays a key role in the success of any business.
Lending: Top 100 in Lending – the Best Lending Strategies
Rory Rowland
This session will examine the strategies used by the top 100 credit unions to become the best lenders. Not only have these credit unions reached the top of the lending ladder, they continue to remain there. Learn simple and easy ways your credit union can achieve success through implementing the lending strategies used by the top 100 credit unions.
Rory Rowland has been presenting high energy, fun and entertaining programs in the United States, Mexico and Canada for over ten years. He is one of the highest rated speakers at national and state association conferences across North America.Rory’s goal is to have every one of his audiences walk away energized, entertained and focused.
Marketing on a Shoestring Budget
Jayni Sech
This interactive session will provide your credit union with cost-effective ideas for marketing to your members. Members will only use your credit union’s products and services if they know that your products and services exist. Learn the best way to utilize your credit union’s limited budget to get the word out that your credit union is one of the best kept secrets around.
Jayni Sech has twelve years of sales, marketing and public relations experience in the credit union industry.She started a credit union marketing consulting firm in 2001, fulfilling her vision of building a company to assist credit unions with their marketing needs, regardless of the credit union’s size and budget.
The Power of Mobility: How Credit Unions Can Compete and Win in the Next Technology Revolution
Russ McGuire
The power of mobility grants businesses the opportunity to gain market share. New technology brings radical changes; these changes can be so dramatic that they change the fundamental nature of the business and the product and even alter peoples’ choices and preferences. With these changes, the rules of competition change. Learn how these changes will impact you, your members and your industry as the ‘age of mobility’ continues.
Russ McGuire is a leading strategist and visionary in the telecom industry. As vice president of strategy for Sprint, he is responsible for developing the strategic vision and strategic framework for the $40B+ telecommunications giant. He has 20 years of experience in the telecom industry plus experience in the defense and nuclear power industries.
CU Performance: Metrics and Incentives
Denny Graham
Credit Union performance is often determined by observing a couple of key metrics, like return on assets or loan delinquency and then considering anecdotal information. This session will provide you with some key ideas about how your credit union can measure its success based on “key indicators.”
Denny Graham is the founder, president and CEO of FI Strategies, LLC. Though he has an amazing background in financial services – both as a practitioner and consultant–his real strength is the ability to facilitate, listen and propose practical solutions. He applies a unique combination of experience, interpersonal skills and sense of humor to craft a solution for each client.
Robert Zalewski holds a bachelor’s degree in economics from Eastern Michigan University. This Michigan native’s comprehensive background in compliance includes extensive work experience with financial institutions as well as a position with the U.S. Department of Treasury. Robert is currently a compliance consultant with CUcorp.
Tim Harrington, president of T.E.A.M. Resources, provides consulting, strategic planning and training to credit unions from coast-to-coast.
Mitzi Taylor has a bachelor’s degree in marketing and organizational communication. Mitzi’s diverse experience in retail, manufacturing and finance provide her with the ability to understand how quality training plays a key role in the success of any business.
Rory Rowland has been presenting high energy, fun and entertaining programs in the United States, Mexico and Canada for over ten years. He is one of the highest rated speakers at national and state association conferences across North America.
Jayni Sech has twelve years of sales, marketing and public relations experience in the credit union industry.
Russ McGuire is a leading strategist and visionary in the telecom industry. As vice president of strategy for Sprint, he is responsible for developing the strategic vision and strategic framework for the $40B+ telecommunications giant. He has 20 years of experience in the telecom industry plus experience in the defense and nuclear power industries.
Denny Graham is the founder, president and CEO of FI Strategies, LLC. Though he has an amazing background in financial services – both as a practitioner and consultant–his real strength is the ability to facilitate, listen and propose practical solutions. He applies a unique combination of experience, interpersonal skills and sense of humor to craft a solution for each client.