Management Conference

May 10-12, 2017  |  Historic Boone Tavern |  Berea, KYBoone Tavern Front

Join us for a full agenda of informative and engaging speakers, professional development, and networking with your peers.

The Management Conference provides a unique opportunity for Kentucky's credit union leaders to discuss today's critical issues and tomorrow's opportunities.




All times are Eastern Time Zone.

Wednesday, May 10 (Optional)   
12:00 p.m. Golf - Gibson Bay Golf Course 
6:00 p.m. Evening Hospitality 
Thursday, May 11  
8:00 a.m. Breakfast
9:30 a.m. Networking Event - Weston Glass Studio 
12:00 p.m. Registration & Lunch
1:00 p.m. General Session 1: Don Arkell
2:45 p.m. General Session 2: Tom Hughes
4:00 p.m. General Session 3: Diane Rector
6:00 p.m. Group Dinner
Friday, May 12  
8:00 a.m. Breakfast 
9:00 a.m. General Session 4: Robert Jarosinski
10:45 a.m.  General Session 5: Todd Romer
12:00 p.m. Roundtable & Lunch

Session Descriptions

Moving from a “Service” to a Sales Culture - Don Arkell

The financial services industry is more competitive than ever before. Your members have more options today for loans than they did 10 years ago. Your credit union has to have the right attitude about lending. You need the right people in the right positions. With 20 years of professional sales experience in and outside of the credit union industry, Don will help navigate the waters of transitioning your organization from a Service to a Sales Culture.

• Sales isn’t a Bad Word
• Develop an Attitude about Lending
• Variable Pay Do’s and Dont’s
• Managing Salespeople
• Connecting with the Borrower
• Increase Member Satisfaction

The CEO Guide to Manage Mortgage Lending - Tom Hughes

This session will address how to measure success in the mortgage operation. We will review seven key areas your executive management team should know to achieve efficiency and profitability in your financial institution.

Strategic Planning: An in Depth look at Membership Growth - Diane Rector

Planning Must Match FOM Expansion – Millennials – Hear to reach the millennials within your field of membership. Knowledge is power – but knowing your member is not enough. Credit unions can no longer control information about themselves and their products. In the past, members had limited recourse when a credit union displeased them. They could tell a few friends, but the sphere of impact was in no way as wide as it is today. The advent of the Internet changed the rules of engagement. – Hear some best marketing practices for recruiting new members.

Consumer Payments: Insights, Trends & Technologies - Robert Jarosinski

The way in which consumers pay for goods and services and the payment solutions they use have become the face of a financial institution. Payment technologies and innovations can be a game changer. However, while payment transactions are more convenient, they can also become riskier for your credit union and your members. The constant change within the consumer payment landscape makes it difficult to stay ahead of all of the developments and leads to change within the fraud landscape.

Gain technology and risk insights, uncover the latest macro fraud trends, and hear how credit unions monitor their consumer payment exposures and use fraud rules to fight back. Focus will be placed on the cutting edge consumer payment technologies including EMV, Mobile Wallets like Apple Pay, Bitcoin, and everything in between.

Millennial Membership Growth Begins By Delivering a WOW! User Experience Right Out of the Gate - Todd Romer

It's no secret that financial institutions are trying to woo the massive millennial market of nearly 70 million For credit unions, the not-for-profit status, lower fees and rates, mobile banking features and other standard benefits of membership will not be enough for millennials to join versus becoming a bank customer. To drive new and sustainable membership growth among this segment requires a WOW user experience right out of the gate. All centered around their deep desire to figure out how to achieve long term financial success. Todd will show how credit unions can deliver a relevant and turnkey financial success pathway for their new and current millennial members that will keep them as active members for many years to come.


don-arkell-swebDon Arkell started his career working in all areas of Sales and Lending. He eventually founded a CUSO owned by CCCU—members Auto Brokerage Service, Inc. Taking a break from the industry, Don established himself in the Pharmaceutical and Bio Tech Sales arena where he was recognized for his sales abilities, winning several national awards.

After years in the world of Biotech, Don couldn't resist the call of the Credit Union movement and in 2007 he joined Red Rocks Credit Union in Colorado. He helped them transform their lending and member service from full retail delivery to remote delivery.

Don Arkell joined the team at CU Lending Advice, LLC in September 2015. His extensive Sales and Lending experience married well with the established consultant practice at CULA.
tomTom Hughes has been labeled a "visionary" in the mortgage industry. His 34 years in banking gives him an unusually broad base of experience. Mr. Hughes is currently serving as a managing partner of Bankers Mortgage Consulting LLC. Prior to his current position, he led another organization in being the first bank in Kentucky to originate an automated underwritten loan through Freddie Mac's system. Hughes' prior experience includes President of South Central Bancshares' Mortgage Division, President of Commonwealth Bank and Trust Mortgage Division and President of The Bank Mortgage Network.

Throughout his career, Mr. Hughes has been a strong advocate of specialized staff training to increase efficiency. He served on Freddie Mac's National Advisory Board for community lenders, Mortgage Currency's Advisory Board, and is the President of Mortgage Bankers Association of Kentucky. Tom has been a speaker at the national and state level on topics relating to the mortgage industry and has taught banking and real estate at the college level. He is one of six Certified Mortgage Bankers in Kentucky and a national winner of "Freddie Mac's Loan Prospector Service Award".

Mr. Hughes holds a Bachelor of Arts and Master of Science degrees, from Western Kentucky University. He is also a graduate of the School of Mortgage Banking.

Jarosinski Robert webRobert Jarosinski is a senior consultant in Business Protection Risk Management for CUNA Mutual Group. In this role he is responsible for providing risk management consultation on a variety of topics with a focus on payments and security.

Jarosinski joined CUNA Mutual Group in 2014. Prior to joining CUNA Mutual Group, Jarosinski held positions at Discover Financial Services, Capital One and HSBC. His roles included management consulting, mergers & acquisitions and risk management; all with a focus in the credit card industry.

Jarosinski graduated from Northwestern University with a B.S. in Communication Studies. He is also pursuing his Certified Risk Management (CRM) designation.
Diane Bio PicDiane Rector is a graduate of Strayer University in Washington, D.C. where she received a Bachelors degree in Accounting and a Masters degree in Business Administration. She joined National Credit Union Administration (NCUA) in 1997 as a Field Examiner. She held the following positions: Credit Union Development Analyst and Training Manager.

Currently, she is an Economic Development Specialist where is responsible for identifying empowerment and low-income areas, providing staff training about the small credit union program, coordinating meetings to discuss a means for providing service to underserved areas, and on-site assistance for credit union officials. Ms. Rector has over 30 years of experience in the accounting industry and a former College Professor. Ms. Rector is certified as a Credit Union Development Educator and a certified Credit Union Financial Counselor. She loves to spend time with her family, especially her grandchildren.
Todd Romer Photo webTodd 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.


Hotel Information

Historic Boone Tavern

100 Main Street North
Berea, KY 40403
King Room
Rooms starting at $95/night.

Boone Tavern radiates the charm of a historic hotel while it provides the modern technologies and ecologically sustainable amenities that today's travelers expect. The Hotel's 11 million dollar renovation achieved the gold standard of the U.S. GreenBuilding Council's Leadership in Energy and Environmental Design (LEED) certification program, giving Boone Tavern the distinction of being the first LEED Gold-certified hotel in Kentucky.

TO RESERVE: Call (800) 366-9358 and mention KENTUCKY CREDIT UNION LEAGUE

Networking Events

Golf Outing at Gibson Bay Golf CourseGibson Bay

Designed by Michael Hurdzan in 1993, Gibson Bay Golf Course was recognized as an honorable mention by Golf Digest for best new public golf course in the United States. This 7,100 yard, par 72 course is located along Richmond's 450 acre Lake Reba recreational complex.

With up to five tee boxes on each hole, Gibson Bay Golf Course can accommodate players of all skill levels. All tees, greens, and fairways are seeded with bent grass to provide the best possible playing conditions.

Gibson Bay is a long, open golf course which allows gusts of wind to be a factor in shot-making. A player will not find much trouble off the tee, but wayward tee shots will lead to side-hill lies and an awkward approach shot. Many of the greens are set into hill sides and protected by strategically placed bunkers and mounding.

Glass Blowing at Weston Glass StudioWeston Blown Glass 2

Become an artist for the day, no experience preferred! Choose either Blown Glass Ornament or Fused Glass Suncatcher. You will work side by side with master artists to create your own glass piece.

Held in the Old Town Artisan Village of Berea. This one block area is home to artist-owned galleries, shops and studios which welcome visitors to browse, watch, and select that special hand crafted piece.

Questions or special needs, contact Laura Parrish at (502) 855-8203 or This email address is being protected from spambots. You need JavaScript enabled to view it.

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

Call: 502-459-8026 or 800-333-5285
Fax: 502-459-0189