May 14-16, 2018 | French Lick, IN
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.
We will update session descriptions as they become available. 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. Monday, May 14 - Golf Outing at Sultan's Run Golf Club
Monday, May 14 (Optional)
Tuesday, May 15
ignite Session with Phillip Cochran, Volcorp
General Session 1: Bryan Gray, Revenue Path Group
General Session 2: Mark Arnold, On the Mark Strategies
General Session 3: Phillip Cochran, Volcorp
Wednesday, May 16
Breakfast & General Session 4: Ryan Donovan, CUNA
General Session 5: Steven Rick, CUNA Mutual Group
Roundtable & Lunch
General Session 6
Owning Your Why – Bryan Gray, 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 having endless alternatives & distractions.
You must relentlessly prove YOUR WHY.
You must fight to be unique in a world that's become commoditized.
So, here's your chance to OWN YOUR WHY!
Phillip 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.
Ryan 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.
Bryan 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.
Steven 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.
French Lick Springs Hotel
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.
1490 N. Meridian Rd.
Jasper, IN 47546
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.
Emerging Leaders & ignite
Stay tuned for more details and separate registration for this special networking event.
We will update session descriptions as they become available.
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.
Monday, May 14 - Golf Outing at Sultan's Run Golf Club