Annual Meeting & Conference

DESIGN web

Credit Unions: A Breed of Our Own

October 7-9, 2015  |  Hyatt Regency Lexington  |  Lexington, KY

The Kentucky Credit Union League is proud to provide Kentucky Credit Unions with this distinguished opportunity to expand on strong leadership and lasting relationships.

The 81st KCUL Annual Meeting and Convention offers numerous education and networking opportunities, as well as the state’s largest credit union tradeshow.  This is an event not to be missed!

Join us for two days of engaging speakers, educational sessions, business meetings and entertainment.  Whether you are a credit union professional or volunteer, from a small or large credit union, you will find useful information geared towards your needs.

Questions or special needs, contact This email address is being protected from spambots. You need JavaScript enabled to view it.  or This email address is being protected from spambots. You need JavaScript enabled to view it. .

APP Download Instructions

We have an Event APP that you can download prior to the start of the conference.  With this APP you can view the agenda, select the educational sessions you will attend, review the exhibit hall, view attendees and much more!!! 


EASY APP Download Instructions: 
  1. 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.)
  2. Click the Sign Up link at the top of the screen.
  3. After you've created your account, search for "KCUL15" in the search box.
  4. Click on "81st KCUL Annual Meeting & Convention"
  5. Click "Attend"

This app will allow attendees to view the schedule, events, session descriptions, speaker bios, and more.  Click on the menu button at the top left to view each category.

Agenda

All times are subject to change.  

Wednesday, October 7  
9:00 a.m. KCUL Board Meeting
11:00 a.m. Golf Outing at University Club Kentucky
5:00 p.m. – 7:30 p.m. Registration Open

7:30 p.m. – 10:30 p.m.


races logo
Golf Dinner (Golf Awards) & Entertainment*

You do not have to play golf to attend this event. The evening celebrates the day's event followed by some fun entertainment. To go along with our theme, we will be having a "Night at the Races" with actual horse racing that’s been video taped and narrated from start to finish. You'll experience the suspense and close-up action as if you are really at the racetrack!

   
Thursday, October 8  
8:00 a.m. – 5:00 p.m. Registration Open
8:15 a.m.  – 9:00 a.m. Registration and Continental Breakfast
9:00 a.m. – 10:15 a.m. Opening General Session
10:30 a.m. – 11:25 a.m. Breakout Sessions
11:30 a.m. – 1:00 p.m. Lunch in Exhibit Hall
1:00 p.m. – 1:55 p.m. Breakout Sessions
2:05 p.m. – 3:00 p.m. Breakout Sessions
3:00 p.m. – 5:00 p.m. Exhibit Hall Happy Hour

7:00 p.m. – 10:00 p.m. Awards Banquet*
Special Guests:  The Acoustikats from the hit tv show "The Sing-Off"

acoustikats


   
Friday, October 9  
7:00 a.m. – 1:30 p.m. Registration Open
7:30 a.m. – 8:30 a.m. Exhibit Hall Showcase Event
8:30 a.m. – 10:30 a.m. Governmental Affairs Breakfast
10:45 a.m. – 11:45 a.m. Members’ Business Meeting
11:45 p.m. – 12:45 p.m. Exhibit Hall Closing Session & Door Prizes
1:00 p.m. - 4:30 p.m. Conference Closing @ Keeneland (Details coming soon.)
   
All times are on Eastern Standard Time.   
*Ticketed event.  Requires purchase.  See General Information for more details.

Speakers

CHADOPENING 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 PhotoJohn 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.



Brian Dickert webBrian Dickert

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.



Patrick McElhenie webPatrick McElhenie

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.

Session Descriptions

OPENING KEYNOTE - CHAD PREGRACKE

From the Bottom Up
Chad's unique presentation takes us on an adventure where we learn the value of hard work, perserverance, and big ideas while engaging in an interactive talk with Chad. From the darkness of underwater shell diving to the brightness of a community river clean-up, Chad's tale epitomizes the importance of setting ambitious goals, staying determined when the going gets tough, and creating a solid team dynamic even in the most difficult environments. Chad's sincere enthusiasm creates an uplifting wave for audiences of all ages as he portrays his personal conviction and struggles to clean up America's rivers.

Breakout Sessions 10:30 a.m. - 11:25 a.m.


"R U Ready For This?" - John Baptista, Jr. 
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.

Breakout Sessions 1:00 p.m. - 1:55 p.m.


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!


Cyber Security FFIEC Self-Assessment Tool Introduction - Brian Dickert
The presentation will cover the evolution of technology in the financial services industry and its effect on the current cybersecurity threat landscape, how the regulatory agencies have responded to those threats (including a walkthrough of the FFIEC Cybersecurity Assessment Tool), and what examiners will be looking for during information technology examinations/cybersecurity examinations.


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.


Emerging Leaders Present: Community-Based Service Learning - Emerging Leaders Program
Community service is action within a community involving people coming together to work on a common good. Combining
the definition with learning is what community-based service learning is all about — activities that meet genuine community needs and require the application of knowledge, skill, and reflection time. Join us as two of our Emerging Leaders groups present their projects and reflect on their experiences.



Breakout Sessions 2:05 p.m. - 3:00 p.m.


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.


Cyber Security FFIEC Self-Assessment Tool Introduction (Repeat) - Brian Dickert
The presentation will cover the evolution of technology in the financial services industry and its effect on the current cybersecurity threat landscape, how the regulatory agencies have responded to those threats (including a walkthrough of the FFIEC Cybersecurity Assessment Tool), and what examiners will be looking for during information technology examinations/cybersecurity examinations.


Compliance Changes to Know Before Your Next Exam (Repeat) - 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.


Emerging Leaders Present: Community-Based Service Learning - Emerging Leaders Program
Community service is action within a community involving people coming together to work on a common good. Combining
the definition with learning is what community-based service learning is all about — activities that meet genuine community needs and require the application of knowledge, skill, and reflection time. Join us as two of our Emerging Leaders groups present their projects and reflect on their experiences.

Registration

Conference Registration

REGISTER NOW

HOTEL RESERVATIONS

 
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

Hotel Information

Hyatt Regency LexingtonHyatt Regency Lexington

401 West High Street
Lexington, KY 40507


Overnight accommodations are not included in your registration.  

RESERVATIONS



Golf Outing

University Club of KentuckyUniversity Club KY

4850 Leestown Road
Lexington, KY 40511
(859) 381-8585

Lunch at 11:00 a.m.

Tee-time at Noon.

The rolling Bluegrass terrain of Central Kentucky provides the gorgeous countryside setting for 36-holes of extraordinary golf at the University Club of Kentucky. Our fabulous greens, plush fairways, sculpted bunkers, challenging water carries, multiple tee boxes and professionally maintained courses offer you nearly 14,000 yards of championship golf designed for both the enjoyment of the casual player and to test the skills of the scratch golfer.

Download Golf Registration

Exhibitors

Exhibitors fall into one of these three (3) categories:

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.

Business Partners:

 
CUNA Mutual Group (CMG)

 CUNA Strategic Services (CSS)
   
Endorsed Vendors:

 
3SI Security Systems Love My Credit Union Rewards

Creative Marketing

LSC
Financial Standards Group (FSG)   Palmetto Cooperative

Holiday World

PolicyWorks LLC
  John M. Floyd & Associates

 
Kentucky Kingdom & Hurricane Bay

 

 
Non-Endorsed Vendors:

 
Allied Solutions

Insurance Systems Inc.
ATM Solutions

K4 Architecture
CliftonLarsonAllen LLP

Multi-Bank Securities
CU Direct

MVI
Cummins Alison

R.C. Olmstead
Evans Simpson and Assoc.

Share One
Federal Home Loan Bank of Cincinnati

Shay Financial Services, Inc.
Fifth Third Bank

South Carolina Financial Solutions
First Empires Securities

SWBC
First Investors Corporation

Transfund
Golden Eagle Insurance Volunteer Corporate Credit Union

Insurance Center Agency Inc.

Works24


 

General Information

Badges Must Be Worn

Badges are specially marked to determine admission to conference activities.

Ticketed Events

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.


Attire

Business casual.  Be sure to bring a sweater or light jacket, as personal comfort levels may vary.

Cancellation Policy

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

Entertainment

"Night at the Races"
races logoYou do not have to play golf to attend this event. 

The evening celebrates the day's event followed by some fun entertainment. To go along with our theme, we will be having a "Night at the Races" with actual horse racing that’s been video taped and narrated from start to finish. You'll experience the suspense and close-up action as if you are really at the racetrack!



The Acoustikats
Kentucky's vocal sensation, The Acoustikats, will perform right after our Awards Banquet.acoustikats

The Acoustikats, founded in 1993 by Dr. Jefferson Johnson, is a contemporary acappella ensemble comprised of all-male voices. The group has performed around the world, most recently catching their big break on NBC's fourth season of "The Sing-Off."

 

Kentucky Credit Union League
3615 Newburg Rd.
Louisville, KY 40218

Call: 502-459-8026 or 800-333-5285
Fax: 502-459-0189
Email: kycul@kycul.org