Management Conference

May 14-16, 2018  |  French Lick, INFrench Lick Resort web

We can expect that 2018 will be full of challenges – and opportunities – for credit unions. The question is, how will you meet them?

Kentucky and Indiana are joining forces this year to become Partners in Progress. The 2018 Management Conference will include a full agenda of informative and engaging speakers meant to equip you with the knowledge and perspective to view some specific challenges – unique to the credit union industry – as opportunities to better serve your members and grow as an organization.

Who Should Attend?
This conference is designed for credit union CEOs, Executive Management, and Board Chairpersons.

Special Thanks to:

cm horiz 4c nounit

 

Agenda

This is a TENTATIVE schedule and could change at any time.  All times are Eastern Time Zone.

Monday, May 14 (Optional)  
10:30 a.m. Golf 
6:00 p.m. Evening Hospitality 
   
Tuesday, May 15  
9:00 a.m. Breakfast
9:30 a.m. ignite Session with Phillip Cochran, Volcorp
12:00 p.m. Lunch
1:00 p.m. Welcome
1:20 p.m. General Session 1: Bryan Gray, Revenue Path Group
2:45 p.m. General Session 2: Mark Arnold, On the Mark Strategies
4:00 p.m. General Session 3: Phillip Cochran, Volcorp
6:00 p.m. Group Dinner
   
Wednesday, May 16  
9:00 a.m. Breakfast & General Session 4: Ryan Donovan, CUNA
10:45 a.m. General Session 5: Steven Rick, CUNA Mutual Group
12:00 p.m.  Roundtable & Lunch
1:00 p.m. General Session 6: AffirmX LLC
2:00 p.m. Adjourn

Session Descriptions

We will update session descriptions as they become available.

Owning Your Why - Bryan Gray and Doug Macias, Revenue Path Group
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, is more challenging than ever.

Creating a better marketing message alone will not help your fight in staying unique in today's world. Credit unions that are slow to adapt to change risk becoming irrelevant to their members and potential members.

During this dynamic workshop, you will learn:

  • Why most initiatives fail to launch
  • The importance of developing your Why
  • How to align your organization around what matters most to your members
  • The steps necessary to drive reinforcing beliefs and behaviors

Who is the Member of the Future? - Mark Arnold, On the Mark Strategies
The member of the future: the notion conjures images of self-driving cars and biometric banking. While tomorrow's member will indeed use different tools, this person will possess their own unique sets of challenges and demands on the retail financial services environment. The member of the future, with their individualized needs, is right around the corner. Are you ready for them? This session will cover how the member of the future is:

  • Technology obsessed
  • Generationally unique
  • Diverse demographically
HANDOUT

Advocacy in Action - Ryan Donovan, CUNA
Ryan will be joined by Debbie Painter, Kentucky Credit Union League Executive Vice President, who will become Kentucky League President at the end of this year, and by Chris Beaumont, Indiana Credit Union League SVP Governmental Affairs. The three will discuss federal and state-level advocacy issues, and share information that will help attendees be the best advocates possible for their credit unions.

PRESENTATION


U.S. Economic Outlook & its Impact on CUs – Steven Rick, CUNA Mutual Group

The presentation will discuss how the global economy, the overall financial sector and the Federal Reserve will affect the U.S. economy, U.S. interest rates and ultimately credit union balance sheet and earnings performance. Steve Rick will analyze and establish standards against which your credit union’s own performance can be measured. Mr. Rick will also identify trends of savings and loan activity, and weigh the influence of future economic events on growth patterns out into 2018.

PRESENTATION


 

Compliance Hot Topics - AffirmX, LLC

This speaker will cover many of the hot topics in compliance that are important to credit unions, offering a deeper understanding of the issues and problem-solving advice where appropriate.

PRESENTATION

 

 

Speakers

Mark ArnoldMark Arnold serves as president of On the Mark Strategies, a consulting firm specializing in branding and strategic planning. Not a mere consultant, Mark partners with credit unions and organizations to help achieve their desired strategic goals. He has worked with financial institutions ranging in size from $32 million to $1.8 billion. Prior to founding On the Mark Strategies, Mark served as senior vice president for a multi-million dollar financial institution in Dallas. He oversaw and planned strategies for multiple departments, including marketing, business development, human resources, training and customer investments.


Phillip CochranwebPhillip Cochran directs the marketing, sales, analytics, accounting and support functions of all VolCorp investment services to both client credit unions and client corporate credit unions while managing VolCorp's investment portfolio,

Joining VolCorp in August of 2004, Phillip has served in the Consulting Department as well as the Investment Department. He was named Chief Investment Officer in 2010, and Senior Vice President in 2016. He also sits on the CU Investment Solutions LLC Board of Managers. Prior to joining the corporate, Phillip was an investment manager at a private investment firm in the Nashville area. Phillip is also a veteran of the United States Marine Corps.

Phillip has a bachelor of business degree, with a focus in Finance, from Belmont University and holds FINRA Series 7 and 63 securities licenses.

Donovan-RyanRyan Donovan is Chief Advocacy Officer for the Credit Union National Association (CUNA) and is responsible for the development and implementation of CUNA's legislative, regulatory and state government advocacy efforts. In recent years, these efforts have proven successful in reducing credit unions' regulatory burden and protecting them from legislative proposals which would make it more difficult for them to serve their members. Prior to joining CUNA, Ryan worked for the California and Nevada Credit Union Leagues as Director of Federal Government Affairs.


gray-webBryan Gray, Revenue Path Group CEO, has the unique ability to apply the big thinking necessary to help leaders steer their organizations through times of velocity and uncertainty. Having previously led two businesses to the Inc. 500 list of fastest-growing companies, Bryan's group is well positioned to understand today's highly competitive arena and help companies activate their prospects to make better and faster decisions.

RPG integrates the latest applications in brain science with their proprietary persuasion-based messaging model and creative solutions to help organizations leverage their Convincing Advantages™ to drive superior results.



rick steve-photoSteven Rick is a director and the chief economist for CUNA Mutual Group in Madison, Wisconsin. His primary responsibilities include conducting strategic research, analysis, and forecasting of the financial services industry with special emphasis on the consumer and credit union markets.

Rick's forecasts serve as a starting point for the strategic planning process and help to create a clear understanding of the underlying trends and links between the general economy, the financial services industry, and CUNA Mutual Group's policy owners.

Before joining CUNA Mutual Group, Rick was the senior economist for CUNA & Affiliate's Economics & Statistics Department for 22 years. Rick also serves on the Board of Directors of the University of Wisconsin Credit Union, a $2 billion financial institution.

Rick has a B.A. in Economics from Moorhead State University; a B.S. in Finance from Moorhead University; and a M.S. in Economics from the University of Wisconsin – Madison. He is also obtained a Ph.D. in Economics at the University of Wisconsin – Madison.

Registration

register-now

Hotel Information

French Lick Springs HotelFrench Lick Room

8670 West State Road 56
French Lick, Indiana 47432

Experience history at French Lick Springs Hotel, where each room and suite displays the unification of the present with a historic past, as modern furnishings enhance the hotel's old-time charm.  Originally built in 1901, the hotel has undergone a top-to-bottom restoration, renewing more than 5,000 square feet of gold leafing and other remarkable ornamental design features.

Guests may treat themselves to a day of shopping at the Promenade Shoppes, featuring a variety of unique boutiques and retail outlets.  Rain or shine, the indoor/outdoor pool complex will allow guests to enjoy swimming all year round.

Conference Rate: Starting at $159/night.  


Book Now

Networking Events

Monday, May 14 - Golf Outing at Sultan's Run Golf Club

1490 N. Meridian Rd.
Jasper, IN 47546

Phone: 812.482.1009

Sultan's Run Golf Club is nestled in the heart of beautiful Southern Indiana and stretches over 224 rolling acres of woods, water, and wildlife. Sultan's Run Golf Club's zoysia tee, fairways and green surrounds offer a world-class playing surface. The roughs are a bermuda and fescue blend, while the green surfaces are of bentgrass.

The Clubhouse at Sultan's Run offers a great view of the Signature, 18th Hole, Supreme Sultan. Whether you are at the turn, finishing your round or just visiting to take in the sights, you'll find The Clubhouse at Sultan's Run a great place to relax. 

Come to Sultan's Run Golf Club in Jasper, Indiana and experience extraordinary beauty, friendly people, and great golf.

  • 2016 host of Indiana PGA Senior Open
  • 2015 Indiana Golf Course of the year by INGCOA
Sultans Run

Emerging Leaders & ignite

"Partners in Progress" doesn't stop at the executive and board level.  The future of the credit union movement will one day be in the hands of our young leaders.  

This year's Management Conference will include a special event for our emerging leaders.

Emerging Leaders - The Next Generation is Now

The Next Generation is Now: A special half-day session is planned for emerging leaders. Successful professionals from the credit union world will share stories about their career successes and challenges, while two talks designed especially for those on the way up the ladder will give this group some action items they can incorporate into their own careers.

Surviving the Age of Acceleration - Bryan Gray, Revenue Path Group
In this Age of Acceleration, as Pulitzer Prize-winning author Thomas Friedman describes it, you're faced with the all too real threats of digital disruption and dislocation. If you move too slow to adapt, it's highly likely that new competition will mow you over — grabbing opportunities that could have been yours. But if you move aimlessly or in the wrong direction, you're just as likely to fail. This session will take you through the steps that have helped other credit unions stand out from the crowd in this Age of Acceleration.

Looking Outside as Well as Within - Phillip Cochran, Volunteer Corporate FCU
This session will cover the changing dynamics in credit union investment strategies as well as what outside influences credit union management needs to be paying attention to that can impact strategic thinking and planning.

Different Paths to becoming CEO
This session will include several CEOs discussing their path to becoming the CEO and lessons learned along the way.

Tour of the West Baden Hotel

register-now

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
5111 Commerce Crossings Drive
Suite 210
Louisville, KY 40229

Call: 502-459-8023 or 800-333-5285
Fax: 502-459-0189
Email: kycul@kycul.org