Annual Meeting & Conference

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The Next Level—Making Credit Unions APP licable

October 8-10, 2014  |  Louisville Marriott Downtown  |  Louisville, 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 80th 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. .

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 Casino Night, 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.

Agenda

All times are subject to change. 

Wednesday, October 8  
9:00 a.m. KCUL Board Meeting
11:00 a.m. Golf Outing
5:00 p.m. – 7:30 p.m. Registration Open

7:30 p.m. – 10:30 p.m.
80s Party 2
Golf Dinner & Casino Night*
We're keeping credit unions "app-licable" with great topics to take you to the next level, but let's not let go of the past just yet!

The Kentucky Credit Union League is celebrating it's 80th anniversary with an exciting 80s style bash and the ever-popular casino night.  Join us for totally rad night!
   
Thursday, October 9  
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*
   
Friday, October 10  
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
11:00 a.m. – 12:00 p.m. Members’ Business Meeting
12:00 p.m. – 1:15 p.m. Exhibit Hall Closing Session Lunch & Door Prizes
1:15 p.m. – 2:15 p.m. Breakout Sessions
2:30 p.m. – 3:45 p.m. Closing Keynote & Grand Prize Giveaway
   
All times are on Eastern Standard Time.   
*Ticketed event.  Requires purchase.  See General Information for more details.

Session Descriptions

Opening Keynote

Untapped Potential: Credit Union Opportunities within Communities  |  Gigi Hyland


Picking a national charity for your credit union to support is great. But, is your credit union truly being strategically philanthropic? Is it leveraging all the local community growth opportunities it can? In this new age of diminished federal funding, credit unions can be a key player in their local community development efforts. This session will explore how credit unions can be better community stewards and still grow. 



Closing Keynote

Execution: From Innovation to Implementation  |  Andrew Downin


The shape of tomorrow's credit unions will depend on the stealthy execution of innovative ideas developed to meet consumers' increasingly complex financial needs. Andrew will share the framework for building a culture of innovation that transforms ideas into action, discuss how you can build discipline into the innovation cycle without killing creativity, present ideas for fitting innovation into an already busy day, and give some real-life examples of how executed innovation actually works within credit unions. You'll leave this session armed with ideas you can use to make your organization even more successful!



Governmental Affairs Breakfast Keynote

Legislative/Regulatory Update:  What Will Washington Do?  |  Geoff Bacino

Credit unions continue to be a hot topic for lawmakers and regulators in the nation's capitol. Come and hear two-time Presidential appointee and former NCUA Board member Geoff Bacino provide the lowdown on the issues and his view on what will happen in DC. What impact will the mid-term elections have on relevant congressional committees? Mr. Bacino will address these issues and give his prediction on the Kentucky Senate race in a hard-hitting and informative session.



Education Sessions - Thursday

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

Sell Your Brand—Checking Sells Itself  |  Matt Purvis, Purvis Management
Through a rebranding initiative, Nike asked itself tough questions like, "What is our value?" "What do we want to mean to the public?" With the introduction of a new tagline—Just Do It—Nike turned itself inside-out and changed our understanding of consumer behavior forever. Today, Nike sells its brand, not shoes—and every consumer is invited to create their own meaning of the Nike brand. The result is that their products, commodities much like checking or credit cards, sell themselves. As Nike illustrates, the sales process is counter-intuitive. Sell Your Brand! reveals why selling products is not the most effective path to long-term growth. Join this session to understand the meaning of brand-based business strategies and explore the unique power of brand-based strategies in cooperative business structures.

Does Your Credit Union have Governance Moxie?  |  Scott Butterfield, Your Credit Union Partner
Successful credit unions are always anchored by successful boards of directors. Successful credit unions stand out in a number of ways: member impact, profitability, growth, efficiency, etc. But most importantly, these credit unions have "Governance Moxie," meaning their boards have the ability to meet challenging times with courage, know-how and skill.

Improving Compliance with Technology  |  Justin Hupfer, PolicyWorks LLC
Managing your credit union's compliance, making sure you know what changes are taking place, and having the expertise to carry all this out can be challenging. Kentucky Credit Union League members will have access to ComplySight--a web-based compliance management and tracking tool designed to serve as your credit union's one-stop compliance solution. Learn how ComplySight can help your credit union with today's compliance challenges.

Getting Social Media Right  |  Holly Fearing, CMG
There are plenty of social media pitfalls for credit unions – a lot of them are based on old ways of thinking. Check your assumptions and expectations at the door. This presentation redefines it all as we explore the successful (and horrible) social media campaigns we've seen in the credit union industry. We'll have an honest discussion about what works, what doesn't and why. We will also show you some key social media points to consider as your credit union adapts to the growing mobile-only audience.


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

Sell Your Brand—Checking Sells Itself  |  Matt Purvis, Purvis Management  (Repeat)
Through a rebranding initiative, Nike asked itself tough questions like, "What is our value?" "What do we want to mean to the public?" With the introduction of a new tagline—Just Do It—Nike turned itself inside-out and changed our understanding of consumer behavior forever. Today, Nike sells its brand, not shoes—and every consumer is invited to create their own meaning of the Nike brand. The result is that their products, commodities much like checking or credit cards, sell themselves. As Nike illustrates, the sales process is counter-intuitive. Sell Your Brand! reveals why selling products is not the most effective path to long-term growth. Join this session to understand the meaning of brand-based business strategies and explore the unique power of brand-based strategies in cooperative business structures.

Millennials Want Convenient Access to...Products and Services We Don't Have?  |  Scott Butterfield, Your Credit Union Partner
The Millennial generation is critically important for us. We can't afford to skip a generation; we're toast without them. This session is focused on the products needed to attract and retain Millennials and the conversation will include Alternative Financial Services, which include prepaid debit cards, check cashing, payday loans and affordable used cars. Sure this generation wants convenient access and technology (the more the better), but they also want access to products they value.

The State of Indirect Lending  |  Teri Williams, Experian
Join us to identify who the top Auto Lenders are in the state of Kentucky. Find out what rates, terms and credit scores to they lend to. In this session we'll identify if your rates & terms are competitive Indirect Lending. Find out new best practices to help increase your Indirect Lending Business.


Emerging Leaders Presentation
Description coming soon!


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

Sales Animation—Resolving the Paradox of Relationship Sales  |  Matt Purvis, Purvis Management
This session questions the common strategy of "implementing sales cultures." Across the country credit unions report real disappointment with the results of traditional sales skill training. Sales Animation explains how traditional sales tools are often a poor fit for America's credit unions, why the sales process has changed dramatically in recent years and how a new approach—based in the principles of Brand Animation—delivers startling growth. The beauty of the system is that it relies on each credit union's brand to build behaviors that energize staff, differentiate the credit union and drive amazing sales growth. Even in presentation form, I share the step-by-step process and actual credit union examples and results.

Millennials Want Convenient Access to...Products and Services We Don't Have?  |  Scott Butterfield, Your Credit Union Partner  (Repeat)
The Millennial generation is critically important for us. We can't afford to skip a generation; we're toast without them. This session is focused on the products needed to attract and retain Millennials and the conversation will include Alternative Financial Services, which include prepaid debit cards, check cashing, payday loans and affordable used cars. Sure this generation wants convenient access and technology (the more the better), but they also want access to products they value.

An Update on EMV
Description coming soon!

Emerging Leaders Presentation
Description coming soon!





Education Sessions - Friday

1:15 p.m. - 2:15 p.m.

Affordable Care Act, AKA: "Obamacare": Yesterday, Today, and Tomorrow  |  Geof and Brennan Scanlon, Scanlon & Associates
This session will cover how you and your clients might currently be insuring, and how you and they might be insuring tomorrow. What's the answer? Join Geof & Brennan Scanlon with Scanlon & Associates to learn the latest updates to Obamacare. What impact is it really having on cost reduction? Get updates on private and public exchanges, are they worthwhile? Is your Credit Union eligible for premium subsidies or the premium tax credit for small businesses? What about the networks? Finally, learn more about the KCUL endorsed health plan, "The Professional Services Trust", which enables Credit Unions to avoid potentially costly "Community Rating".

Compliance: Hot Topics Update  |  Jennifer Anderson-Kapke, PolicyWorks, LLC
Credit unions are facing more complex challenges in the regulatory arena than ever before. During this session, PolicyWorks' Compliance Attorney Jennifer Anderson-Kapke will provide an update on the most critical issues facing credit unions, including proposed and final rules issued by the Consumer Financial Protection Bureau and the NCUA. You will also learn about compliance resources available through your membership with the Kentucky Credit Union League, including PolicyAid.

Boosting Non-Interest Income to Serve More Members, Increase Revenue & Improve Your Capital Ratio  |  Hendrix Niemann, CMG
This presentation explains why increasing member-friendly non-interest income (NII) is critical to the financial health of most credit unions; and why NII benefits the credit union in multiple ways, both tangible and intangible. We'll talk about the importance of non-interest income to a credit union's top line, bottom line and capital ratio. The difference between member-friendly and non-member-friendly non-interest income. Why the sale of investment & insurance products represents the greatest untapped (or under-tapped) source of NII for most credit unions. How and why a robust investment & insurance program leads to increased "stickiness" and member loyalty and why the changing demographics of the U.S. represents both the biggest challenge and the greatest opportunity for credit unions.

Speakers

 Opening Keynote

Gigi
Gigi Hyland |  Gigi Hyland is the Executive Director of the National Credit Union Foundation. Hyland served as a member of the three-person National Credit Union Administration board, serving from 2005 until October 2012. Prior to the NCUA, Hyland was Senior Vice President and General Counsel of Empire Corporate FCU, now Members United Corporate FCU. Hyland was CUNA's Vice President of Corporate Credit Union Relations and Executive Director of the Association of Corporate Credit Unions from 1997 to 2002.




Closing Keynote

Andrew DowninAndrew Downin  |  Andrew Downin came to Filene from SchoolsFirst Federal Credit Union in Santa Ana, CA, where he served as manager of product development. While at SchoolsFirst, he was responsible for success in driving product development, optimizing current products, and meeting member service and financial goals. He has 15 years executive marketing, product development, and finance experience at several credit unions throughout Southern California. Andrew's industry expertise extends specifically to credit, debit, and prepaid card strategy and program development.



Governmental Affairs Breakfast Keynote

geoff bacino croppedGeoff Bacino  |  Geoff Bacino is a partner at Bacino & Associates, a national government relations, strategic planning and business solutions firm. Previously, Geoff served on the Board of the National Credit Union Administration (NCUA) as an appointee of President Bill Clinton. He was also nominated to serve on the Federal Housing Finance Board by President George W. Bush. The Finance Board was responsible for the oversight and regulation of the nation's 12 Federal Home Loan Banks. He was the founder of the National Association of State Chartered Credit Unions. He has served as a lobbyist for CUNA and was the Executive Director of the National Association of Share Insurance Corporations.


Education Sessions


AndersonJenniferCroppedJennifer Anderson-Kapke  |  Jennifer is a Compliance Attorney with PolicyWorks.  She works with individual credit unions on a variety of federal regulatory compliance matters. She provides strategic compliance direction while assisting credit unions with the day-to-day implementation and understanding of federal laws and regulations. Jennifer also helps credit unions by reviewing disclosures and other materials, as well as conducting training to support credit unions' compliance efforts.  Jennifer received her law degree from Drake University Law School and her educational studies degree from University of Oregon. She has also earned CUNA's Credit Union Compliance Expert Designation (CUCE).


Scott ButterfieldScott Butterfield  |  Scott Butterfield has been dedicated to the credit union movement since 1985 and has been blessed to work for several outstanding credit unions. Three years ago, he started Your Credit Union Partner, a consulting business focused exclusively on serving small to mid-size credit unions. Today, he is the trusted advisor to more than 45 credit unions across the United States.





Fearing HollyHolly Fearing
|  Holly Fearing is a Digital Media Strategist for CUNA Mutual Group. Holly co-manages the company's social media channels with the mission to connect to credit unions in a meaningful, genuine and helpful way through collaboration, sharing of information and connection to industry experts. She is currently taking an in-depth look at LinkedIn and testing strategies for the company to more effectively use this tool.  Holly earned the Credit Union Development Educator (CUDE) certification in 2011. She was named a Trailblazer 40 Below by the Credit Union Times in 2013. She serves on the Board of Directors of Willy Street Grocery Co-op, one of the largest natural food cooperatives in the U.S.


colucci 090914Mary Anne Colucci  |  Mary Anne Colucci joined LSC in 2005 in the Card Services area. Her responsibilities have included Team Leader in the ATM/Debit Department, co-managing the customer service staff to her current role as Fraud and Risk Analyst. In her current role, she is primarily responsible for working with CU's to deal with fraud by training and educating CU's. She works with all of our processor platforms to deliver strategies to CU's and help minimize the risk associated with fraud. MaryAnne is also the lead coordinator working with all of our card processors to bring LSC into the EMV, chip card market.



Justin Hupfer croppedJustin Hupfer  |  Justin Hupfer serves as CEO of PolicyWorks, LLC and is responsible for the overall operations, business development and achievement of client objectives. He previously served as Vice President of Government Affairs for the Iowa Credit Union League (ICUL), overseeing its federal and state government affairs activities and political action fundraising. Under Justin's direction, ICUL's political action committee and grassroots program consistently ranked among the most effective in the state. Prior to that, he worked on the Republican caucus staff in the Iowa House, staffing the House Commerce and Economic Development Committees.



Niemann HendrixHendrix Niemann |  Hendrix Niemann serves as Managing Director, Practice & Wealth Management for CUNA Brokerage Services, Inc. (a subsidiary of CUNA Mutual Group).  Mr. Niemann manages the financial planning team at CUNA Brokerage Services; and he trains and coaches financial advisors across the country. He speaks at industry conferences and meetings and to credit union members, staff, management and boards of directors throughout the U.S. about wealth management strategies and U.S. and world economic trends.



Purvis Website Mug-ShotMatt Purvis  |  A dynamic, multidisciplinary business leader, Matt Purvis builds charismatic brands and organizations that bring brands to life. Creator of Brand Animation™ a paradigm-shifting differentiation system, Matt is a frequent industry speaker, brand thought-leader and management innovator. Named a top-twenty rising business leader by Oregon Business Magazine, Matt's career covers wide-ranging territory. He has managed political campaigns, worked as a fully licensed securities agent, led Northwest Community Credit Union's marketing, sales and branch operations as Chief Experience Officer and is the former President & CEO of Burley Design Cooperative.


brennan desk 4 reduced

Brennan Scanlon  |  Since 1998, Brennan has been helping business owners all over Ohio and Kentucky buy and manage their employee benefit plans. His mission is two fold. Help employers save on premium while handling the daily hassles of benefits administration. Brennan is licensed to broker life, health, and disability insurance and represents over 30 leading insurance companies with access to 22 association health plans. Most recently, Brennan has been designated with the certification of CBC, Chartered Benefits Consultant, which makes him expert in Consumer Driven Health Insurance.



Geof Scanlon - CopyGeof Scanlon  |  Geof Scanlon is Co-founder & President of Scanlon & Associates, Inc. He is licensed as a CPA, Registered Rep. (Series 7 & 63) and life and health insurance agent in both Kentucky and Ohio. Geofs' education and designations include, B.S. Accounting - University of Cincinnati, Chartered Life Underwriter, Life Underwriter Training Counsel Fellow and member of American Institute of Certified Public Accountants.





terri williams croppedTerri Williams  |  Terri Williams has been a Sales Associate with Experian for over seven years. Terri covers the states of Ohio and Kentucky. Terri is an Education Ambassador for Experian and frequently is a guest speaker for topics on Credit Reports and Credit Scoring.  Terri is a graduate of Miami University in Oxford, Ohio. Terri has 2 daughters that are grown, educated and employed.

Golf Outing

Oxmoor Country Club
9000 Limehouse Lane
Louisville, KY 40220

REGISTER FOR GOLF

The tournament format consists of 4-person teams. Create your own team or we'll team you up with others.

Cost: $75 per person.  The outing will begin with lunch and registration at 11:00 a.m. and golf will begin promptly at Noon.

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

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Hotel Information

Marriott EntranceLouisville Marriott Downtown

280 W. Jefferson Street

Louisville, KY 40202

HOTEL RESERVATIONS

Directions

The Louisville Marriott Hotel is a great location among downtown Louisville hotels! Guests will find Fourth Street Live, the Kentucky International Convention Center, and the KFC Yum Center just steps away.

Overnight accommodations are not included in your 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)
   
Regulatory Authority:

 
National Credit Union Adminstration (NCUA)

 
   
Endorsed Vendors:

 
Card Services for Credit Unions (CSCU)

Kentucky Kingdom & Hurricane Bay

Creative Marketing

Love My Credit Union Rewards
CU Channels

LSC

Financial Standards Group (FSG)

Palmetto Cooperative Services, LLC & PCSI
Holiday World

PolicyWorks LLC
Integrity HR Scanlon & Associates

iVia Exchange Services



 
 

 
Non-Endorsed Vendors:

 
Allied Solutions

Lang Company
CU  Direct

LHF Lending Partners

DMLO

Mass Mutual
Eclipse Brand Builders

Multi-Bank Securities
Elliott Data Systems

MVI
Evans Simpson and Assoc.

OM Financial Group
Federal Home Loan Bank of Cincinnati

R.C. Olmstead
Fifth Third Bank

Share One
First Investors Corporation

Shay Financial Services, Inc.
Golden Eagle Insurance

South Carolina Financial Solutions

Guild Mortgage SWBC

Insurance Systems Inc.

Transfund
K4 Architecture

Volunteer Corporate Credit Union

 

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