Annual Meeting & Conference
Credit Unions: A Breed of Our Own
October 7-9, 2015 | Hyatt Regency Lexington | Lexington, KY
Thank you to all of the attendees, sponsors, exhibitors, and special guests who made our 81st Annual Meeting and Convention a success! This year's event brought in 143 attendees from 42 credit unions and showcased 37 vendors in the Exhibit Hall.
Please save the date for the 82nd Annual Meeting & Convention on October 5-7, 2016 at the Louisville Marriott Downtown.
"R U Ready For This?" - John Baptista, Jr.HANDOUT
With the new century now a decade old, there is a first in the workforce. The workforce is now comprised, not of one, two or three generations, but four! Four generations of workers who without question, have differences: Differences in methods of communication, workplace dress, and work ethics, to name a few.
Despite this, it is still critical that employees work together to accomplish organizational goals. Working together in general, as a uniformed team, is and has been a challenging matter. That challenge now becomes even greater when individuals from four generations come together. There are more generational gaps, which mean more issues to deal with. From hiring, to training and communication, the challenges are immense.
This presentation handles this issue and addresses methods to effectively work with the ever changing "new" work force. So when you read "DRIB HIOC NWR" will you know not only what it means, but what to do?
Compliance Changes to Know Before Your Next Exam - Erin O'Hearn
Credit unions are facing a more complex and increased regulatory burden each day. Do you have questions about the new TILA/RESPA integrated disclosure rule or the status of the Telephone Consumer Protection Act? How about the changes FinCEN is making to BSA regulations? Join PolicyWorks for a compliance hot topics update to keep you informed about the changing regulations and how it will impact your credit union.
Don't Chase The Bar – Set The Bar - John Baptista, Jr.
Customer service, or member service, for years has been the core to the success of an organization. According to the ABA, American Bankers Association, the majority of customers deal with one group of employees. That group is the frontline customer service employees. With the greatest responsibility for creating a positive professional image, it is critical employees understand the importance of providing outstanding customer service.
Yet despite this, a recent article stated "Many consumers are increasingly skeptical of the service that banks provide and are more and more willing to change their provider to get the right kind of service they want." If this is true, why are credit unions not taking advantage of this issue?
Warren Buffet said, "It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently." That is what this presentation is all about. Reputation is yesterday and the future is now. What can we do differently? Find out!
Disruption: Battle for the American Consumer Loan! - Patrick McElhenie
Beware. A Myriad of industries have been disrupted in recent years by new technologies and business models. Think about the impact on e-commerce, digital music, digital photography and e-books, for example. Retail financial services may be nearing its own moment of disruption with investment in financial innovation and technology tripling between 2008 and 2013 to nearly $3 billion, according to Accenture. And what are these disruptors targeting?--your members and their loan dollars. The battle for the consumer loan will become more challenging in the years to come. PRESENTER will share examples of how other industries have been disrupted and identify strategies to help you defend against potential disruption and how you should prepare your credit union to win the battle for your Members loans.
So You Want To Offer Business Accounts? - John Baptista, Jr.
There is a new member you may be working with. That member is a business owner. Not with their personal accounts, but with their business accounts. Traditionally, business accounts have been handled exclusively by commercial banks. But in today's market there is a transition going on; a transition where many credit unions are now opening business accounts and handling commercial loans.
Although similar in many ways, providing business members with the various commercial products and services does differ from the consumer market. Not only is it challenging but it is one that can be frightening.
There is one issue that will totally influence the end results for the credit union in offering commercial services. This presentation covers some of the various aspects of business membership, from account structure, to providing commercial lending. It brings to light the common errors organizations make, and provides an insight into what is required if an organization is to successfully enter this market.
OPENING KEYNOTE SPEAKER - CHAD PREGRACKE
- FOUNDER OF LIVING LANDS & WATERS
- ADVOCATE FOR AMERICAN RIVERS
- NAMED TOP 10 CNN HERO
Chad Pregracke is a modern day leader and proof that one person can make a difference. What started as one man's crusade at age 23 to clean up the Mississippi River, has evolved into a cultural movement that had resulted in over 8 million pounds of garbage being cleaned out of America's rivers. The vision and leadership skills that Chad possesses have inspired more than 70,000 people to volunteer their time and resources.
John Baptista, Jr.
John Baptista's experience combines over 35 years in the financial industry, including 30 years in management, and over three decades as a trainer and consultant. His lifetime of customer relations and 'real world' experiences, provide a new learning dimension to each of his programs and training seminars. He is an alumnus of the University Of Southern California and the University of San Diego.
While managing VolCorp's investment portfolio, Phillip also supervises the marketing, sales, and support functions of all VolCorp investment services to both client credit unions and client corporate credit unions.
Joining VolCorp in August of 2004, Phillip has served in the Consulting Department as well as the Investment Department. Prior to joining the corporate, Phillip was an investment manager at a private investment firm in the Nashville area. Phillip is also a veteran of the United States Marine Corps.
Phillip has a bachelor of business degree, with a focus in finance, from Belmont University and holds FINRA Series 7 and 63 securities licenses.
Brian Dickert is an IT Specialist Examiner who has served the Kentucky Department of Financial Institutions (KDFI) for 5 years, performing information technology examinations of banks, credit unions, trust companies, and technology service providers. During that time, Mr. Dickert represented the state financial regulatory agencies during the 2014 FFIEC Cybersecurity Assessment Project as a member of the Cybersecurity Critical Infrastructure Working Group – Core Team, and is currently working with the Federal Reserve, Federal Deposit Insurance Corporation, and the Conference of State Banking Supervisors to update the Federal Deposit Insurance Corporation Information Technology Risk Management Program.
Chris Hartung joined Volunteer Corporate Credit Union as Director, Risk Management in November, 2010 and was promoted to Vice President, Risk Management in January, 2014. Upon assuming leadership of the corporate's Risk Management Department, Chris modernized the department's capabilities by spearheading the transition to a powerful new risk management software platform during 2012, and during his tenure has almost doubled VolCorp's asset-liability management/interest rate risk client base to some 50 clients for whom recurring ALM compliance reports are generated at regular intervals. Chris recently expanded the department's team of ALM analysts to help address the continuing growth of the client base.
Chris has accumulated almost 25 years' experience in the credit union movement. Chris has been in charge of all aspects of credit union financial management, but has specialized in ALM and ALCO stewardship from the beginning.
Patrick McElhenie is responsible for the Lender Development Program strategy development, strategy execution, and overall program management. McElhenie joined CUNA Mutual Group in 1998.
Prior to his current role, McElhenie served as CUNA Mutual Group's Corporate Sales Planner responsible for sales strategy development and execution for Lending Products and Solutions. Other positions include Regional Sales Manager for CUNA Mutual Group's Central Region, and Manager of Business Development for the Midwest Marketing Division. McElhenie also served as Assistant Vice President–Solutions Training, where his team was responsible for product and process training.
McElhenie earned a Bachelor of Science degree in Human Resource Management from the University of Kansas.
Erin O'HernAs Director of League Compliance Services for PolicyWorks, Erin oversees credit union league compliance services managing compliance inquiries, informing credit unions of new compliance requirements and providing a comprehensive resource of federal credit union regulations. She previously held the position of Compliance Attorney at PolicyWorks. Prior to joining PolicyWorks, Erin worked as a staff attorney for Iowa Legal Aid in the Waterloo Regional office where she handled a variety of civil law cases.
Erin received her law degree from University of Iowa College of Law and graduated from the University of Iowa College of Liberal Arts. She is a member of the Iowa State Bar Association. Erin has also earned CUNA's Credit Union Compliance Expert (CUCE) designation.
1. League affiliates
2. KYCUL Services business partners and endorsed vendors, and
3. Non-endorsed vendors.
Business partners and endorsed vendors provide a service or product which has been reviewed by KYCUL Services and which, based upon review and analysis, is believed to be of a quality nature and worthy of endorsement. Affiliates, business partners and endorsed vendors are clearly identified by signs at their exhibit booths.
The products and services of non-endorsed vendors have not been reviewed or analyzed and KYCUL Services and the League make no representations with regard to their quality.
We encourage credit unions to investigate non-endorsed vendors thoroughly before purchasing their products and services.
Below is the list of current exhibitors. Please check back frequently as we update our list.
|CUNA Mutual Group (CMG)
|3SI Security Systems||Kentucky Kingdom & Hurricane Bay
||Love My Credit Union Rewards|
|Financial Standards Group (FSG)|| LSC
|Greenpath Financial Wellness
| Holiday World
|John M. Floyd & Associates|
||Insurance Systems Inc.|
|Anthem Bank & Trust
||O.M. Financial Group|
|Evans Simpson and Assoc.
||South Carolina Financial Solutions|
|Federal Home Loan Bank of Cincinnati
|Fifth Third Bank
||Volunteer Corporate Credit Union|
|First Empires Securities
|Foresters Financial Services
|Golden Eagle Insurance|
|Insurance Center Agency Inc.
Annual Business Meeting Only Registration Form and Voting Credentials
If you do not plan to attend the Annual Meeting & Conference but would like to attend the Friday morning Members’ Business Meeting ONLY, please complete and return the Business Meeting Registration form to the League office.
Download Business Meeting Registration
Badges Must Be Worn
Badges are specially marked to determine admission to conference activities.
Additional registrations are required for the Wednesday Golf Event, Wednesday evening dinner and entertainment, Thursday evening Awards Banquet, and Governmental Affairs Breakfast.
Seating for the Awards Banquet is reserved on a “first-come, first-served” basis at the Convention Registration Desk.
Business casual. Be sure to bring a sweater or light jacket, as personal comfort levels may vary.
Refunds will be issued until 14 days prior to the conference less a $50 administration fee per person. Substitutions accepted anytime. All cancellations/substitutions must be submitted in writing.
Who Can Attend?
Attendance is limited to League affiliated and associated credit unions. This conference is a special occasion for CEOs, Directors, Staff, and Supervisory Committee members to come together for valuable education and networking opportunities. For the Business Meeting, affiliated credit unions are entitled to one delegate and one alternate.
For Your Information
Download the Kentucky Credit Union League, Inc. Business Session Report Book
APP Download Instructions
EASY APP Download Instructions:
- Download the BusyEvent app from your mobile device's app store. (If you downloaded the app last year, you do not have to download it again. Simply go to the app and sign in.)
- NEW USERS: Click the Sign Up link at the top of the screen.
- After you've created your account, search for "KCUL15" in the search box.
- Click on "81st KCUL Annual Meeting & Convention"
- Click "Attend"