Management Conference

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.

Our conference site is the Hyatt Place Nashville Downtown.  



All times are Central Time Zone

Sunday, May 10 (Optional)
3:00 p.m.     Check-In 

Monday, May 11
8:00 a.m.    Golf Outing - Meet at Hermitage Golf Course at 7:50 a.m.
9:00 a.m.   Sips n Strokes - Meet in hotel lobby at 9:00 a.m.
12:30 p.m.    Registration & Lunch
1:30 p.m.    Growing Your Loan Portfolio from Within | Steve Miller & Dan Price
3:00 p.m.    Motivation, Incentive & Cooperation | Matt Purvis
6:00 p.m.   Group Dinner at Rock Bottom Brewery & Restaurant 
    Sponsored by CUNA Mutual Group & KYCUL Services Inc.

Tuesday, May 12
8:00 a.m.      Breakfast 
8:45 a.m.    MAP Program | Tony Budet
9:30 a.m.    Disruption: Are We Next? | Steve Heusuk
10:45 a.m.    Social Engineering | Barry Thompson
12:00 p.m.   Reducing the Cost of EMV Migration | Paul Albright 
1:30 p.m.   Conference Close


Paul Albright is Vice President of Outsource ATM and an industry leader in the payments space.

Tony Budet
 has served for 14 years as President and Chief Executive Officer of University Federal Credit Union (UFCU), Austin, Texas, a $1.8 billion, not-for-profit, financial cooperative serving 185,000 members. He is a seasoned executive, strategist, and innovator who, during his 30-year tenure with UFCU, has held several executive-level roles, including Chief Financial Officer, and has successfully guided the organization through a variety of regulatory, economic, and competitive conditions.

Steve Heusuk is  the Senior Manager of Strategy & Business Development for CUNA Mutual Group. In this role, he supports CUNA Mutual Group’s Business Development unit by providing timely, high impact market intelligence to his clients.

Steve Miller started his career with Coopers & Lybrand in Birmingham, Alabama as a member of their Financial Institutions Group. Since that time Steve has worked almost exclusively on providing consulting, due diligence and audited services to financial institutions. As a founding member of TwentyTwenty Analytics, Steve has been, and continues to be, heavily involved in the development and customization of the models used by TwentyTwenty.

Dan Price is Managing Director at Twenty Twenty Analytics, who specializes in creating customized loan portfolio analytic models for Credit Unions throughout the United States. He is also the author of the Twenty Twenty Analytics Blog, focusing on Credit Union industry trends and hot topics.

Matt Purvis was named a top-twenty rising business leader by Oregon Business Magazine. Matt’s career covers wide-ranging territory. He has managed presidential 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, an award-winning, worker-owned sporting goods manufacturer.

Barry Thompson, the author of 101 Security Tips for the Beginning Security Officer, is known as “The Fraud Educator.” He has worked in the financial services industry for over three decades, holding the positions of security officer, compliance officer, treasurer, senior vice president, and executive vice president. He is the only fraud educator in his industry that has worked in senior management positions, which affords him unique insight into financial institutions.

Session Descriptions

Growing Your Loan Portfolio from Within | Steve Miller & Dan Price

During this session we will discuss some simple strategies that can help you grow your portfolio by getting more loan penetration into your current membership base. Why look for new members when you already have the tools you need for your next big marketing campaign?


Motivation, Incentive & Cooperation | Matt Purvis

Motivation, Incentive & Cooperation (MIC) reviews the latest research on the nature of motivation, forms and effects of incentive systems, and the relationship between motivation, incentive and relationship sales. MIC challenges the reflexive tendency of many credit unions to deploy traditional “extrinsic” incentive systems without first maximizing powerful “intrinsic” motivation mechanisms. Over use of extrinsic incentive systems is especially concerning for our industry as it weakens mission-based motivation, undermining the character that can differentiate our unique, cooperative businesses.

MAP Program | Tony Budet

CUNA has partnered with credit unions on an extensive research project to better understand the impact of advocacy-related communications. Surveying over 70,000 credit union members in 2014, they found that advocacy communications not only succeed in activating CU members but also increase members’ loyalty bond with their credit union. Tony Budet will discuss how engaging your credit union’s members with advocacy communications can strengthen and grow member loyalty.


Disruption: Are We Next? | Steve Heusuk

Myriad industries have been disrupted in recent years by new technologies and business models (e.g., e-commerce, digital music, digital photography, e-books, etc.). 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. Steve Heusuk will share examples of how other industries have been disrupted and identify strategies for defending against potential disruption. Discover how retail financial services could be disrupted and what actions credit unions could take to mitigate the impact.

Social Engineering: Welcome to the Jungle | Barry Thompson

Have you been “Social Engineered” by someone pretending to be your member?

This fast moving program on preventing losses will focus on the information the identity thieves have before they call your credit union. You will learn how criminals target your credit union and more particularly you when trying to obtain information or financial rewards. Understand how to question a person so that you can determine if they are your member or a thief. Don’t let the criminals socially engineer you into giving them financial information, or worse, financial access to a member’s account.

Reducing the Cost of EMV Migration | Paul Albright 

EMV migration is going to be an expensive endeavor for every player in the payments ecosystem — processors, card Issuers (banks and credit unions), ATM operators and merchants. Card issuers must license application IDs and produce new plastics that will now be two to three times more expensive than mag stripe card costs. ATMs will need new hardware and software. And on top of all of this, consumers will need to be educated on the new process. Fortunately, there are ways to help reduce cost and frustration during implementation.


Hotel Information

Hyatt Place Nashville Downtown

HOTEL EXTERIORThis new downtown Nashville hotel is just one block from the newly-constructed Music City Center Convention Center and within walking distance to Nashville’s famous Honky Tonk Row. 


Networking Events

Pre-Conference Networking Events

Golf Outing - Hermitage Golf Course

General’s Retreat is a “must play” when visiting the Nashville, Tennessee area. With the beautiful setting along the Cumberland River and a variety of tee placements, golfers of all capabilities will thoroughly enjoy the golf, scenery and hospitality offered at the Hermitage Golf Course.

Golfers will meet at the Hermitage Golf Course at 3939 Old Hickory Boulevard, Old Hickory, TN, 37138.

Tee‐time is 7:50 a.m. CT.

Sips n Strokes

A wonderful alternative for non-golfers! Sip on your favorite beverage and paint along with one of our talented instructors as they guide you step by step from blank canvas to finished masterpiece!

Painters will meet in the hotel lobby at 9:00 a.m. CT and travel together to Sips n Strokes at 1112 Division Street,
Nashville, TN, 37203. The painting class will conclude at Noon.

Group Dinner

Rock Bottom Restaurant & Brewery

Join us for a brew with a view at Nashville’s Rock Bottom Brewery RoofTop! When you hit Rock Bottom, you’ll not only enjoy handcrafted brews, but you’ll feel a connection to the locals and the location that just doesn’t happen at many other restaurants.


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