Annual Meeting & Convention

October 11-13, 2017  |  Seelbach Hilton  |  Louisville, KYSeelbach Hilton

The Kentucky Credit Union League is proud to provide Kentucky Credit Unions with this distinguished opportunity for improvement, growth, and Infinite Possibilities.

The 83rd KCUL Annual Meeting and Convention features a comprehensive agenda of top-of-mind issues, the KCUL Business Meeting, a golf outing, an awards banquet, entertainment and an extensive showcase of business partners and exhibitors.

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. .

Agenda

The schedule is tentative and subject to change.

Wednesday, October 11     
9:00 a.m.   KCUL Board Meeting
11:00 a.m.   Golf Scramble at Valley View Golf Club (Floyds Knobs, IN)
5:00 p.m. - 7:30 p.m.   Registration Open
7:30 p.m. - 10:30 p.m.   Opening Dinner & Murder Mystery Show!
     
Thursday, October 12    
8:00 a.m. - 5:00 p.m.   Registration Open
8:15 a.m. - 9:00 a.m.   Registration & Continental Breakfast
8:45 a.m. - 9:00 a.m.   Opening Remarks
9:05 a.m. - 9:30 a.m.   Opening Keynote: Jim Nussle, President/CEO of CUNA
9:30 a.m. - 10:15 a.m.   Keynote: Dr. Samuel Jones
10:30 a.m. - 11:25 a.m.   Education Breakout Sessions
11:30 a.m. - 1:00 p.m.   Exhibit Hall Opening and Lunch
1:00 p.m. - 1:55 p.m.   Education Breakout Sessions
2:05 p.m. - 3:00 p.m.   Education 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 13    
7:00 a.m. - 12:30 p.m.   Registration Open
8:00 a.m. - 10:00 a.m.   Governmental Affairs Breakfast with Keynote Speaker, Dennis Dollar
10:00 a.m. - 10:30 a.m.   Check Out Break
10:30 a.m. - 11:00 a.m.   Members' Business Meeting
11:15 a.m. - 12:00 p.m.   Emerging Leaders Breakout Sessions
12:15 p.m. - 1:30 p.m.   Emerging Leaders Recognition Luncheon with Closing Keynote Speaker: Todd Romer 

Exhibitor Information

VENDOR NOTE: 
The Exhibit Hall is a ONE-DAY event.  Below is a tentative schedule for our vendors:

Wednesday, October 11     
11:00 a.m.    Golf Outing* 
5:00 p.m.   Registration
7:30 p.m.    Opening Dinner & Entertainment* 
     
Thursday, October 12    
8:00 a.m.   Registration and Exhibit Booth Set-Up
11:30 a.m. - 1:00 p.m.   Exhibit Hall Open with Lunch & Cash Prizes
3:00 p.m. - 5:00 p.m.   Happy Hour & Door Prizes
5:15 p.m.   Exhibit Hall Tear Down
7:00 p.m.   Awards Banquet*

*Ticketed event.  Requires advanced purchase and registration.




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)

 
   
Endorsed Vendors:

 
  3SI Security Greenpath Financial Wellness
CO-OP Financial Services Kentucky Kingdom & Hurricane Bay
Creative Marketing Kings Island
Experian LSC
Financial Standards Group PolicyWorks LLC
John M. Floyd & Associates  
 

 
Non-Endorsed Vendors:

 
Allied Solutions  GBS/Sharetec
Anthem Bank & Trust Golden Eagle Insurance
Arthur J. Gallagher & Co. ICA/Depreciation Protection, Inc.
ATM Solutions K4 Architecture & Design
Callahan & Associates Key2Key Loyalty 
Christopher M. Hill & Associates LenderSelect Mortgage Group
CliftonLarsonAllen LLP Mortgage Insource Services
CU Companies Multi-Bank Securities, Inc.
CU Direct NewGround
CULiance (formerly CU24) Revenue Path Group
DMLO CPAs Share One Inc.
Evans, Simpson and Associates, Inc. TNT Erectors
FHLB Cincinnati Visible Equity
Fifth Third Bank Volunteer Corporate Credit Union
Foresters Financial Works24

Keynote Speakers and Topics

Jim NussleOpening Keynote:  Jim Nussle

CUNA: Your Strongest Advocate 

Nussle will be focusing on the future of CUNA, how interdependence between CUNA and the state credit union leagues is essential and why advocacy is critical for the credit union movement. CUNA is the largest and most influential national financial services trade association in the country advocating on behalf of credit unions and their 110 million members.

Jim Nussle is president and CEO of the Credit Union National Association (CUNA), the largest and most influential national financial services trade association in the country advocating on behalf of over 6,000 credit unions and 105 million credit union members.

Since his appointment in September 2014, Nussle has worked to position credit unions as America's best financial partner. By streamlining the association's structure and operations, Nussle has shaped CUNA into a lean, strategic and results-driven organization recognizing that credit unions demand value of membership and advocacy results. Under Nussle's leadership, CUNA, the credit union state leagues, and the credit union movement have secured a number of victories including the long-term highway funding bill of 2015 being signed into law by President Obama which contained key regulatory relief provisions for credit unions.



Samuel JonesKeynote Speaker:  Dr. Samuel Jones

Leadership Challenge: The Power of Purpose.
Think about a time when you were deeply engaged, when something or someone touched a nerve, and resonated with what truly matters to you. Well, in this digital economy, credit union leaders face challenges such as changing member behavior, a decline in branch traffic and many more. Therefore, credit union leaders must apply the power of purpose in order to survive these challenging times. Today's session will help credit union leaders develop real, purposeful, two-way relationships with their members and other audiences around the creation of an exchange of value to achieve desired goals –thinking like your members, building member relationships, serving around a shared purpose –as a result.

As a former college and professional athlete with years of executive management experience, Dr. Jones has overcome incredible obstacles to now enjoy a life of service. Dr. Jones is a passionate facilitator and speaker who really connects with his audience on the topics that matter most.

Today, he is passionate about the success and significance of individuals and organizations. He shares his personal expertise through his own experiences in order to highlight personal and professional know-hows that will truly make a difference. Dr. Jones is the author of "The Man I Never Knew: How Leadership Can be Developed by Faith, Family, and Friends" and "Live Life on Purpose: From Discovery to Practice." His 3rd book "Winning Before & Beyond the Finish Line: From Survival to Success to Significance" is forthcoming (2017).

Dr. Jones received a Bachelor's degree in Advertising, a Master's degree in Public Relations from the University of Southern Mississippi and a Ph.D. from Mississippi State University in Educational Leadership. After his basketball career at USM, he continued his professional basketball career in Finland. Today, he conducts leadership training, seminars, and workshops.

He is also a certified instructor for Jack Canfield's Success Principles program, a proud member of the National Speakers Association and a member of the Alumni Hall of Fame at the University of Southern Mississippi.

Dennis DollarGovernmental Affairs Keynote:  Dennis Dollar

The Trump Effect
NCUA, CFPB and What Might the Next Four Years Bring to Credit Union Regulation

A new Trump administration with Congress under control of the same party as the White House will impact the direction of regulation for credit unions in the next four years and perhaps for decades to come.  As the regulatory pendulum swings, there will certainly be changes for credit unions.  Former NCUA Chairman Dennis Dollar has a first-hand insider's view of the change in regulatory approach that can come with a change in control of the White House and the regulatory agency appointment process.  He will engage a lively session to peel back the outer layers of the regulatory process and get into the meat of what will likely happen -- and what probably will not -- under a change in administration.  With particular emphasis on credit union regulation with insights on both NCUA and the CFPB, Chairman Dollar will provide the type of unique analysis that can only be gained by being inside the beltway in the center of the regulatory process during a change of administration. 

The Trump Effect will examine such questions as:
  • What will the NCUA Board look like under President Trump?
  • What will be the regulatory approach?
  • Will the Risk-Based Capital rule take effect in 2019 as scheduled?
  • What about secondary capital?
  • Will we see an expanded exam cycle going forward?
  • Will the swinging regulatory pendulum keep swinging?
  • What will be the impact on credit union mergers?
  • Will credit union growth be thwarted or enhanced?
  • What about the CFPB and what will it look like?
Nothing could be more timely for credit unions in 2017 than to understand what a new administration can accomplish and what is unlikely to be much different when there is a White House change of occupant.  This session can help credit union leaders know more of what to expect and, most importantly, how to prepare for it.

Voted by the readers of Credit Union Times as the most influential credit union leader of the past 25 years, Dennis Dollar is the principal partner in Dollar Associates, LLC, a full-service consulting group focusing on credit unions and the organizations that serve them.

Mr. Dollar's background is extensive in the credit union and public policy arenas.

Dennis Dollar was appointed by President George W. Bush to serve as Chairman of the National Credit Union Administration (NCUA) Board in 2001. Mr. Dollar had served on the three-member Board since being confirmed by the U.S. Senate in 1997, having been a member of the NCUA Board during the most far-reaching period of legislative and regulatory change in the history of the American credit union movement. As part of the NCUA Board, Mr. Dollar oversaw the making of all regulations for federal credit unions and the administration of the federal insurance fund covering approximately 9500 federal and state chartered credit unions in the United States.

In his capacity as NCUA Chairman, Mr. Dollar also served as Vice Chairman of the Federal Financial Institutions Examination Council (FFIEC). The FFIEC is charged by the U.S. Congress with the responsibility for coordinating the examination and supervision programs of the five federal financial regulatory agencies.

Todd-Romer-SpeakingClosing Keynote: Todd Romer

Join us for a final closing luncheon which includes a panel discussion on a “Millennial’s Financial Mindset”.  Todd Romer will lead this important discussion with a group of Millennials who know what they want from the financial industry.  Audience members come prepared to ask questions from the floor.  Todd says, “It's well documented that nearly 50% of millennials are willing to switch financial institutions if given a good reason.” Join us to find out what reasons are right for this market.  Leave with a handful of strategic ideas to lead your organization in the right direction when it comes to serving the future of your membership.

Todd Romer is the founder of Young Money Media, Young Money University and author of the new book “YOUNG MONEY - A Powerful 5 Step Plan to Financial Success Now”. From 2000 – 2009 nearly 7 million copies of Young Money magazine were distributed on 250+ college campuses across the U.S.   Since 2010, Todd has spoken to thousands of millennials on 300+ campuses in 35 states as part of the Young Money LIVE! Financial Success Speaking Tour.   As a result of saving, managing and investing money since high school and college Todd has created a simple yet highly effective 5 step money management and wealth creation plan for millennials of all economic and cultural backgrounds to begin living a life that fits their dreams. Todd graduated from the University of Dayton and lives in Cincinnati with his wife Jackie and their four children Jack, Luke, Alec and Mia. You may contact Todd at 407-925-5600, or by email at This email address is being protected from spambots. You need JavaScript enabled to view it. .

10:30 a.m. - 11:25 a.m. Thursday Education Sessions

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

Topic Title: Brain Science to a Better Message 
Subject: Sales Solutions
Audience: CEO, Executive, BOD
Speaker: Paul Davison, COO Revenue Path Group
Session Summary:  
You’re coming up on your biggest challenge as a leader and you probably don’t even know it… Leading in the accelerating age, where distraction and commoditization are rising and loyalty is declining, will test us all as leaders. Standing out to potential members and getting existing ones to engage more is hard and with so many alternatives and distractions, it’s getting even harder. You’ve always fought to be unique in a world that seeks to commoditize “banking”. So, here’s your chance! During this dynamic workshop, you will learn about the latest findings in neuro research to how your members scientifically make a buying decision. You will learn how to craft brain friendly messages; making them easier to understand, easier to digest, and lead to faster and more efficient decisions by your members, all day, and every day on their path to purchase.

Topic Title:  The Battle for Executive Talent 
Subject: Executive Compensation
Audience: CEO, BOD
Speaker:  Mike Bremer, Executive Benefits Specialists, CUNA Mutual Group
Session Summary:   
It’s no secret that credit union executives are being wooed away by other organizations, including the credit union down the street. Find out key elements of a real leadership continuity plan that will help your credit union stay competitive in the war for top talent, and prevent disruption of meeting your strategic and financial goals. Learn how to leverage your succession plan beyond the CEO position, so it’s not just a short-term contingency plan and how to enhance your executive compensation package to meet the financial needs of your best talent—to motivate them to stay and help your credit union thrive.  
   

Topic Title:  Financial Markets, It’s Okay to be Confused!
Subject: Financial/Economics
Audience: CEOs, CFOs, Accounting Professionals, BOD
Speaker:  Phillip Cochran, Senior Vice President/CIO, Volunteer Corporate Credit Union (Volcorp).
Session Summary:   
Join us for a discussion on what drives the economic data behind the market moves. There is more to understanding economic markets than simply reading the data and predicting market reactions, we will look inside the data to determine why we are allowed to be confused by the market reactions and moves in recent months.

1:00 p.m. - 1:55 p.m. Thursday Education Sessions

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

Topic Title: How To Speak Confidently & Compellingly Anywhere, Anytime
Subject: Public Relations
Audience: CEO, Executives, BOD, Trainers, Public Relations Professionals
Speaker: Mandi Stanley
Session Summary:  
During this content-rich, highly interactive session, your audience will discover—and even practice—what you need to know for speaking up and standing out in various professional environments as they communicate with members, managers, and even the media.

 

Topic Title: Fintech: Friend or Foe?
Subject: Technology, Sales Technology, Sales
Audience: IT Professionals, CEO, BOD, Staff
Speaker: Mandi Salo,  CMFG Sr. Analyst, Corporate Development
Session Summary:  
Join this session to learn more about the current landscape of fintech solutions in the marketplace.  Mandi Salo, our partner with CMFG Ventures, will share strategies on what they’ve learned since starting the corporate ventures capital arm. Mandi will give some recommendations how credit unions can respond to the competition fintechs pose and will end the presentation with a few solutions that are helping credit unions thrive in today’s technology environment.

 

Topic Title:  Aligning with Innovation & Disruption: Using Disruptive Strategy to Gain Market Share from Banks 
Subject:  Consulting Solutions/Big Data/Strategy & Development 
Audience:  CEO, BOD, Executive Management 
Speaker:  Jamie Maurer, Director of Leadership Team Development, Callahan and Associates 
Session Summary:  
With the current pace of business increasing, most leaders are faced with an unprecedented amount of change. For credit unions, the not-for-profit status, lower fees, mobile banking features and other standard benefits of membership is not enough to gain market share and unseat the incumbents within the financial services space.  Driving new and sustainable membership growth during this ever-changing period requires a new lens through which to view and uncover unexpected elements of strategic opportunity and threat.

Takeaway Value:
  • Identify the three types of innovation & disruption.
  • Learn how to spot, predict, and develop disruption to position your Credit Union for new growth.
  • Understand the causal reasons members buy.
  • Discover how to achieve differentiation and better margins while avoiding disruption.

2:05 p.m. - 3:00 p.m. Thursday Education Sessions

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


Topic Title: Brand, Behavior, Belief
Subject: Marketing Solutions, Branding
Audience: Marketing Staff, CEO, Executives, BOD
Speaker: Paul Davison, COO Revenue Path Group
Session Summary:  
Standing out to potential members and getting existing ones to engage more is hard. And it’s going to get even harder. It’s no longer enough to generate interest or measure amorphous feelings generated by unmeasurable things like “brand impressions.” Today’s marketer is expected to be the starting point for member generation, finding ways to cross-sell better and keeping the members you have; all without sounding like everyone else! You’ve heard lately that attention is the new currency and you’ve always fought to be unique to a world that seeks to commoditize “banking”. But what if you knew how to craft messages that were easier to understand, easier to digest, and led to faster and more efficient decisions by your members, all day, every day on their path to purchase? Smart companies are beginning to embrace a brain-based approach to their messaging that does just that, crafting simple and powerful messages that their prospects immediately respond to. In this session, we’ll explore how the brain responds to–or doesn’t respond to– the messages you’re taking to market and give you strategies you can use to start getting more members, getting more from the members you have and grow your credit union to the place you think it should be.


Topic Title: Looking Ahead to 2018 Credit Union Compliance Topics
Subject: Compliance
Audience: Compliance Managers, Specialists responsible for compliance & policies, CEOs, Operations, CFOs
Speaker: Juliana Maneno, Compliance Officer, PolicyWorks LLC.
Session Summary:  
  • Pre-Paid Accounts Rules - Are you prepared for the new requirements under the Pre-Paid card rule? This rule changes how credit unions and other institutions will comply with Regulation E and Z.
  • Mortgage Servicing for Small Servicers - With the changes taking place on October 19th to the mortgage servicing rule, now will be a good time to re-cap those changes and talk through any issues you may have had during implementation.
  • Regulation CC - In an expanding world of electronic payments, we cannot forget that the use of checks still comes with its own risk. The Expedited Funds Availability Act (Regulation CC) provides guidance to financial institutions when comes to the processing of payments. Regulation CC protects the member when it comes to making their funds available to them. It is important to stay up to date on this regulation to help ensure you are accurately providing them those protections.
  • FinCEN Beneficial Ownership Rules - BSA/AML compliance has always been a priority when it comes to credit union compliance. Starting in May 2018, credit unions will be required to enhance their practices when it comes to member due diligence for higher-risk members. When it comes to business members, credit unions will be required to establish an in-depth procedure for identifying beneficial owners. Like most regulations, it is important that you start thinking now about how this may affect how you operate today.
  • Recap 2017 NCUA Priorities


Topic Title: Implementing CECL:  The Road to Implementation
Subject: Accounting, Compliance
Audience: CEO, Operations, Accounting, BOD
Speaker: Jennifer Henning    
Session Summary:  
In June of 2016, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update No. 2016-03 – Financial Instruments – Credit Losses (Topic 326).  This accounting update will have a substantial impact throughout the credit union industry.  In particular, it necessitates considerable changes to the current calculation of Allowance for Loan and Lease Losses (ALLL).  Additionally, the initial transaction could trigger significant declines in a credit union’s net worth position.  Join us for a discussion that will cover what CECL is, why it came about, and one Credit Union’s real-world path to compliance.

11:15 a.m. - 12:00 p.m. Friday Education Sessions

11:30 a.m. - 12:15 p.m.  Breakout Education Sessions

Topic Title:  Making Change Happen
Subject: Financial Literacy
Audience: CEO, Executive, BOD, Staff 
Speaker: Emerging Leaders
Session Summary:  
Please join this Emerging Leaders group to explore their experience in facilitating an original financial literacy program for children ages 8-10. The program focused on laying a foundation on which children and their parents can build on through adolescence into adulthood.

 

Topic Title:  #adultingishard
Subject: Financial Literacy
Audience: CEO, Executive, BOD, Staff 
Speaker: Emerging Leaders
Session Summary:  
One Emerging Leaders group gave high school students a dose of financial reality. Listen to how this group prepared these high schoolers with realistic scenarios so that they could strengthen their readiness to make sound financial decisions for their future.

 

Topic Title: Credit – A Ticket to a Better Life
Subject: Financial Literacy
Audience: CEO, Executive, BOD, Staff 
Speaker: Emerging Leaders
Session Summary:  
Good credit is never given, it is built - but how does one build anything without the proper tools or guidance?  Sit in on this Emerging Leaders' group project to see how they helped prepare a credit foundation for families utilizing resources at The Lexington Nest.

 

 

Friday Closing Session

12:15 p.m. - 1:30 p.m.  Emerging Leaders Recognition Luncheon & Closing Keynote Session with Todd Romer

Topic Title: The Millennial Mindset When it Comes to Finances 
Subject: Closing Keynote
Audience: General Session
Speaker: Todd Romer
Millenial Panel: Quinn Copeland, Madison Harbin, Jamie Maurer, Raffo Wimsett
Session Summary:  
Join us for a final closing luncheon which includes a panel discussion on a “Millennial’s Financial Mindset”.  Todd Romer will lead this important discussion with a group of Millennials who know what they want from the financial industry.  Audience members come prepared to ask questions from the floor.  Todd says, “It's well documented that nearly 50% of millennials are willing to switch financial institutions if given a good reason.” Join us to find out what reasons are right for this market.  Leave with a handful of strategic ideas to lead your organization in the right direction when it comes to serving the future of your membership.

Session Speaker Information

Mike Bremer is an executive benefits specialist for CUNA Mutual Group, a company that specializes in the design, implementation, financing and ongoing administrative support of supplemental executive benefit programs specifically tailored to credit unions. He brings to CUNA Mutual Group his experience in the financial services industry since 1987. Mike began with CUNA Mutual Group in 2002 in the Qualified Plan Area serving as both a sales specialist and a retention specialist. He continued in that capacity until taking his current executive benefits position in 2011. Mike’s experience in the financial services area includes 11 years with Northwestern Mutual Life as a financial representative and experience with Mutual of America as an account consultant and investment advisor.  You may contact Mike at 800.356.2644 ext. 665.5959, or you can email him at This email address is being protected from spambots. You need JavaScript enabled to view it. .

Phillip Cochran is the Senior Vice President/Chief Investment Officer at Volunteer Corporate Credit Union (Volcorp).  In this role, Phillip manages Volcorp’s internal investment portfolio, oversees portfolio accounting and analytic services for internal and member-client use, and manages sales of all liquidity and investment products to member credit unions to include marketable securities. Phillip received a B.B.A. in Finance from Belmont University while serving in the U.S. Marine Corps.  You may contact Phillip at 615-232-7950, or you can email him at This email address is being protected from spambots. You need JavaScript enabled to view it. .


Paul Davison is the COO of Revenue Path Group (RPG), an Indianapolis-based company helping clients increase engagement, conversion, and revenue by applying neuroscience-based techniques to their sales and marketing. The RPG team uses a proprietary persuasion-based messaging model to lead organizations in crafting their competitive advantages, or their compelling reasons why. He helps organizations connect, engage and convert audiences in an always online and ever-distracted world. Paul was previously a VP in a search marketing organization that was listed twice on the Inc. 500 list of fastest-growing companies.  You may contact Paul at 317-809-1059, or you can email him at This email address is being protected from spambots. You need JavaScript enabled to view it. .


Jennifer Henning has more than 20 years of experience in the financial services industry.  She currently serves as Chief Financial Officer for an educator’s credit union in Louisville, Kentucky.  During her tenure, she helped grow the credit union from $160M in assets (2012) to $207M in assets at present.  This growth helped fuel an improvement in the loan to share ratio of 1724 basis points.  She is a former federal regulator serving during the years of the housing crisis, performing examinations of banks during the week and closing them on the weekends.  Jennifer lives in Louisville, Kentucky with her husband who is currently completing his 20 years of service with the U.S. Army and her two amazing sons.  You may contact Jennifer at 502-751-0701, or by email at This email address is being protected from spambots. You need JavaScript enabled to view it. .


Jamie Maurer is a director at Callahan & Associates and leads Callahan’s Leadership Team Development efforts. Working with executive teams across credit unions of all sizes, Jamie is responsible for helping develop and evolve credit unions’ organizational development and executive education initiatives to strategically respond to the uncertainties of tomorrow. In addition to providing strategic solutions, Jamie is heavily involved in analyzing and identifying programs and course curriculums that can help cooperative leaders thrive.  You may contact Jamie at 202.223.3920 ext. 241 or This email address is being protected from spambots. You need JavaScript enabled to view it. .


Mandi Salo is a team member at CMFG Ventures, LLC – the venture capital arm of CUNA Mutual Group, a financially strong insurance company serving 95% of the U.S. credit unions for more than 80 years. CMFG Ventures seeks the next generation of entrepreneurs that can help credit unions innovate, grow and better serve their members for years to come. They look to address gaps and opportunities within the insurance, credit union and financial services industries through investments in early-stage fintech and insurtech companies and the development of partnerships with startup companies that are motivated to bring new technology and innovation to credit unions and their members.

Salo joined CUNA Mutual Group in 2014, where she worked in the company’s finance department as a part of its leadership development program. She transitioned to the ventures team at its inception and has been a part of developing the Ventures’ strategy, expanding the investment pipeline, and executing deals. She is also responsible for maintaining post-investment relationships with portfolio companies and helping support the success of the portfolio.

A native of Duluth, MN, Salo graduated from the University of Wisconsin – Eau Claire with an undergraduate degree in Finance, where she also played varsity golf. Outside of work, Mandi serves as the assistant golf coach to the Edgewood College women’s golf team in Madison, WI.  You may Contact Mandi at This email address is being protected from spambots. You need JavaScript enabled to view it. or 608-665-6703.


Mandi Stanley, Certified Speaking Professional, works with business leaders who want to boost their professional image by becoming better speakers and writers. She has traveled throughout North America entertaining and educating more than 50,000 seminar participants and clients. In 2003, Mandi was designated a CSP, Certified Speaking Professional. Fewer than 9 percent of all worldwide speakers have earned this designation, and Mandi is the first Mississippian in history to receive this honor through the National Speakers Association. She’s the award-winning business author of The No-Panic Plan for Presenters: An A-to-Z Checklist for Speaking Confidently and Compellingly Anywhere, Anytime. Audiences appreciate her platform enthusiasm, interactive style, and content-rich messages. More important for us, she brings chocolate for everyone! You may contact Mandi at 601-260-0048, or you can email her at This email address is being protected from spambots. You need JavaScript enabled to view it. .

Registration

CONFERENCE REGISTRATION FEES:
  • Early Bird Conference Bundle (through Sept 15): $475*

  • Regular Conference Bundle (after Sept 15): $499*

*Conference bundle includes attendee registration for the 2-day Conference, Wednesday night event, Thursday night banquet and Friday Governmental Affairs breakfast. Golf outing is NOT INCLUDED in the bundle.  

register-now

 

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

The room block reserved at the Seelbach Hilton Hotel (500 S 4th Street) is now full. However, we have reserved an overflow room block at The Embassy Suites by Hilton Louisville Downtown (501 S 4th St) which is DIRECTLY ACROSS the street from the Seelbach at a discounted rate of $179 per night.  The deadline to reserve at the Embassy is October 3rd!

RESERVE AT THE EMBASSY
King Bedroom-1
You can still reserve at the Seelbach OUTSIDE of the room block at:

RESERVE




Golf Outing

Wednesday, October 11, 2017ValleyViewGolf
Event Coordinator: Jim Feldkamp, KYCUL Services
This email address is being protected from spambots. You need JavaScript enabled to view it. or 502-855-8217

Location: Valley View Golf Course
3748 Lawrence Banet Rd.
Floyds Knobs, IN 47119
(812) 923-9280

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

The outing will begin with lunch and registration at 11:00 a.m. and golf will begin promptly at Noon. 

DOWNLOAD THE GOLF REGISTRATION FORM

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

Download Our Event App!

We'd like to announce that 83rd KCUL Annual Meeting & Convention has a free, official app. You can download the free official Whova app for our event.

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After downloading, sign up on Whova with the email address that you used to RSVP for our event, or sign up using your social media accounts. If you are asked to enter an invitation code to join the event, please use the following invitation code: kamyu

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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