Volunteer Leaders Conference

August 1-3, 2014  |  Sheraton Music City Hotel  |  Nashville, TN

As a volunteer, no one is better positioned to affect the future of your credit union than you are.  You have accepted a major responsibility in guiding your credit union.  Ongoing education is important to reach the next level of challenge and opportunity.

This year's conference is scheduled to be held at the Sheraton Music City Hotel in exciting Nashville, TN!  Whether you're just getting started at your credit union, or are a seasoned veteran, our conference offers valuable learning opportunities that will help sharpen your skills and make your leadership role more effective.

The conference is designed to help you understand the changes in the credit union industry and recognize challenges facing your credit union.  We'll discuss the issues that are most important to you.  In addition, you'll have plenty of opportunities to "network" with other volunteers from across the region, ask the burning questions, and discover how you can more effectively serve your credit union and its members.


Friday, August 1

2:00 p.m. – 5:00 p.m.

Registration Open

5:00 p.m. – 6:00 p.m.

Opening Reception

Saturday, August 2

7:00 a.m. – 8:00 a.m.


8:00 a.m. – 9:30 a.m.

Opening General Session

9:45 a.m. – 11:15 a.m.

Breakout Sessions

11:30 a.m. – 12:15 p.m.

General Session – BSA Update & Annual Training

12:30 p.m. – 1:15 p.m.


1:30 p.m. – 3:00 p.m.

Breakout Sessions

5:00 p.m. – 7:00 p.m.


7:00 p.m.

Saturday Evening Entertainment – Grand Ole Opry

Sunday, August 3

8:00 a.m. – 9:00 a.m.


9:00 a.m. – 10:00 a.m.

Closing Keynote

10:30 a.m.

Conference Close

All times are on Central Standard Time. 



OPENING KEYNOTE: JOSHUA L. WITT accepted appointment as Safety and Occupational Health Manager for the Kentucky Army National Guard in June 2010 after 14 years of entrepreneurial leadership experience. In this capacity he currently facilitates state, federal and military programs that impact over 8,500 personnel working at 65 locations. Prior to becoming a Guardsman and Federal employee, Joshua gained invaluable knowledge and perspective as a senior level business development, operations, and human resource manager.

DAVID REED is a partner in the law firm of Reed and Jolly, PLLC. He provides guidance to financial institutions on establishment and revision of policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters, and corporate governance. His engaging speaking style has made him a nationwide lecturer on regulatory compliance, consumer lending, bankruptcy, and collections.

A former trial attorney and vice president and general counsel of a large credit union, David is particularly known as an expert in the areas of operations, bankruptcy, and collections.

DIANE REED currently serves as President of CUDoctor, a fullservice credit union consultancy. Prior to joining CUDoctor, Diane served for more than a decade as Vice President of Administration for a mid-sized credit union where she oversaw the credit union’s Human Resources, Marketing, Business Development, Community Relations, Training, Compliance and Sales functions. Her unique integrated approach to culture creation and maintenance has already proven an asset to the credit union movement.

SUNDAY KEYNOTE: JO ANN HEPPERMANN is an author and inspirational speaker who left her legal career behind to follow her dream — Thoroughbred Racehorses.

Session Descriptions

Opening General Session:  Planning for the Unplanned — Joshua L. Witt

Most of the time life moves at a predictable pace. The challenge becomes planning for unplanned events. In light of world events, recent regional calamities, and disasters right next door, we are reminded that anything can happen… anywhere… and at any time. This responsibility for preparedness is especially incumbent on credit union leadership, both full-time staff and volunteers. This session will focus on recognizing and overcoming the “most likely” and “most dangerous” challenges leaders might face.

Enterprise Risk Management: A Credit Union Perspective - David Reed

Risk is simply the possibility that an event will occur and negatively affect the achievement of your credit union’s objectives and it remains the central focus of NCUA examinations. Yet, in our current environment, no phrase has been so often used and, yet, misunderstood as enterprise risk management (ERM). Is it the “Holy Grail” of risk management or is it simply the combination of your existing compliance programs? In this session, you will learn the basics of a high level, credit union wide risk management program and to identify significant strategic issues that are important for your credit union to successfully integrate into its risk management program.

Board Challenge: Building a Deeper Bench - David Reed

Do you remember how excited you were to join the Board or Supervisory Committee of your credit union? Are you still that excited? More importantly, will the next generation of potential volunteers share your enthusiasm? These are difficult times for credit unions and volunteer recruitment and development has never been more important. Don’t wait until it is too late to start developing the credit union leaders of tomorrow. This session explores ways to enhance the volunteer experience at your credit union while assuring you will have a capable pool of candidates eager to serve.

So You’re Making a Big Change… to Your Name? Your Location? Your Charter? Your Leadership? How to Make That Change Successful Both Internally and Externally - Diane Reed

The financial services marketplace is rapidly changing, and many CUs are making big changes right along with it. From changes in the organizational plan; to changes in the CU’s charter, business model, pay structure, core processor, and communication systems; to the addition of new products and facilities; this session will help you ensure successful change within your organization. With careful planning and all the tools you’ll receive in this detail-rich session, you’ll boost your chances of success, minimize operational inefficiencies and save your CU both time and money.

The Secrets of Effective CEO Evaluations - Diane Reed

According to a recent survey, only 3 out of 4 boards actually conduct an annual written review and assessment of their CEO. CEO performance management isn’t only recommended, it’s crucial to the effective oversight and management of your credit union. Without careful CEO performance evaluation, how can a board claim to be monitoring the organization? This session will provide you with the tools and structure you can use to not only evaluate your CEO but improve communication throughout your entire organization.

General Information


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?

Affiliated credit union board members and volunteers.

Hotel Information

Sheraton Music City Hotel

777 McGavock Pike

Nashville, TN 37214


Enjoy an authentic southern experience at the Sheraton Music City Hotel! Its elegant, mansion-style hotel is nestled atop 23 beautifully landscaped acres and is just minutes from downtown Nashville. Sheraton Music City Hotel has a tradition of service excellence and has created a guest experience that is unmatched in Nashville.

Overnight accommodations are not included in your registration.  To make your reservations, please click here.


Included in your attendee and guest registration are tickets to the Grand Ole Opry, the show that made country music famous!

The Opry, an American icon and Nashville, Tennessee’s number-one attraction, is world-famous for creating a one-of-a-kind entertainment experience for audiences of all ages.

Additional tickets for Saturday Dinner & Entertainment only are also available for purchase:

Adult Guest - $125

Child Guest (12 and under) - $79


Attendee Registration - $489

Includes program materials, Friday evening welcome reception, Saturday and Sunday breakfasts, Saturday Volunteer lunch, and Saturday dinner and entertainment. Does not include overnight accommodations.

Adult Guest Registration - $249

Child Guest Registration - $99

Includes Friday evening welcome reception, Saturday and Sunday breakfasts, Saturday Dinner and Entertainment.



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
Email: kycul@kycul.org