Management Track

Credit Union Growth Through New Markets:
Case Studies on Credit Unions of Various Asset Sizes
Presented by Warren Marrow
Join us for a focused discussion of the opportunities available for credit unions to gain new members and revenue through a variety of new markets. You’ll learn what other credit unions of diverse asset sizes are doing nationwide to attract and retain members by adapting new products and services to fit their markets’ needs.  

Warren Marrow
As co-founder and CEO of Coopera Consulting, Warren’s commitment and enthusiasm has helped many small businesses receive one-on-one technical assistance and achieve sources of capital, and he has consulted with Fortune 100 financial service companies to establish national marketing strategies aimed at potential first-time homeowners. Through education, housing, commercial development, and business development contribution efforts, Warren has motivated hundreds of Iowa students and families to pursue higher education and entrepreneurship. He received the Iowa Friends of Civil Rights Award for his work with immigrant families.

Internal Employee Fraud
Presented by Jim Rechel
In contrast to the very visible crime of robbery, the risks associated with internal theft and embezzlement often are hidden from the untrained eye. Learn the warning signs and the factors that contribute embezzlement, lay out prevention steps you can implement, and detail practical procedures you can easily follow if the possibility of
embezzlement ever arises at your credit union.

Jim Rechel
Jim is president of The Rechel Group, Inc., a security consulting firm headquartered in Cincinnati. His career includes 12 years as vice-president of bank protection for Cincinnati’s Fifth Third Bank, and three years as a special agent with the FBI in Selma, Alabama. His work has been highlighted in CEO Magazine and USA Today.

Creating Creativity in Business
Presented by Drew Allan Miller
Seventy-eight percent of the ideas behind today’s innovations now come from a business’s employees. Yet most companies fail to properly tap this endless resource. Drew will introduce you to a popular and effective program that teaches organizations how to maximize the creative potential already on their payroll—their employees—and how to stick with the program long-term.

Drew Allan Miller
Drew has spent more than 38 years in the creative side of advertising and marketing. Throughout his career, he has served as art director, creative director, advertising manager and marketing consultant for national corporations and associations. He has owned a design firm, a marketing company, a real estate development corporation and an international publishing house. 

Volunteer Track 

Beating Predatory Lending Outlets at Their Own Game
Presented by Warren Marrow
With a continual rise in consumers living from paycheck to paycheck, the payday lending industry has seen significant growth in recent years. This workshop will help your credit union plan and implement a successful payday lending alternative tailored to your particular membership, both current and future.

Warren Marrow
As co-founder and CEO of Coopera Consulting, Warren’s commitment and enthusiasm has helped many small businesses receive one-on-one technical assistance and achieve sources of capital, and he has consulted with Fortune 100 financial service companies to establish national marketing strategies aimed at potential first-time homeowners. Through education, housing, commercial development, and business development contribution efforts, Warren has motivated hundreds of Iowa students and families to pursue higher education and entrepreneurship. He received the Iowa Friends of Civil Rights Award for his work with immigrant families.

Leading Cultural Change in Your Credit Union
Presented by Mike Neill
Everything is changing, and credit unions must adapt. To compete in a hyper-competitive marketplace, successful credit unions will need to shift to a retail orientation—which is easier said than done! We’ll discuss why there’s a need to create a cultural change that will create differentiation, as well as explore common mistakes organizations make when attempting to create a new culture.    

            
Mike Neill
Mike is the president and founder of Michael Neill & Associates, Inc. and the author of two books: Creating and Maintaining a Credit Union Sales and Service Culture, and Coaching for Performance, both published by CUES. He is a sought-after speaker in the credit union industry and is known for his straightforward, humorous approach. He was previously the vice president of The Southern Federal Credit Union.

Creative Leadership: What Got You Here Won’t Get You There
Presented by Drew Allan Miller
Great leaders are not the ones with the most followers—they are the ones with the most ideas. They must be capable of rapidly making the new choices which stem from any fresh idea. Discover a powerful three-step process called Strategic Ideation® which will generate breakthrough ideas and forever change the way you do business and make decisions.

Drew Allan Miller
Drew has spent more than 38 years in the creative side of advertising and marketing. Throughout his career, he has served as art director, creative director, advertising manager and marketing consultant for national corporations and associations. He has owned a design firm, a marketing company, a real estate development corporation and an international publishing house.

From Phishing to Forgery
Presented by Jim Rechel
From phishing to forgery, crooks are using increasingly sophisticated tools to commit fraud and circumvent the detection systems meant to stop them. This session will focus on current dangers, future threats and the detection systems used to prevent losses in the areas of Internet, check and consumer fraud.

Jim Rechel
Jim is president of The Rechel Group, Inc., a security consulting firm headquartered in Cincinnati. His career includes 12 years as vice-president of bank protection for Cincinnati’s Fifth Third Bank, and three years as a special agent with the FBI in Selma, Alabama. His work has been highlighted in CEO Magazine and USA Today.

Credit Union Differentiation in the Marketplace
Presented by Mike Neill
Many credit unions still struggle to obtain a significant percentage of their members’ “share of wallet.”  Why is this the case?  We’ll take a look at past ideals that have defined who we are, then look forward to re-define what we should become. We’ll also explore the challenge of building trust with members and the community at large, and discover how branding and culture tie into vision and mission.  

                
Mike Neill
Mike is the president and founder of Michael Neill & Associates, Inc. and the author of two books: Creating and Maintaining a Credit Union Sales and Service Culture, and Coaching for Performance, both published by CUES. He is a sought-after speaker in the credit union industry and is known for his straightforward, humorous approach. He was previously the vice president of The Southern Federal Credit Union.