Volunteer Leaders Conference
August 3-5, 2018 | French Lick Springs Resort | French Lick, IN
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.
Whether you're just getting started at your credit union, or you're a seasoned veteran, our conference offers valuable learning opportunities to help sharpen your skills to make your leadership role more effective.
The conference is designed to help you understand 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.
Special thanks to:
We will update session descriptions as we receive them. How the Best Boards Get Better: Next Practices to Enrich Your Board | Jeff Rendel As credit unions continuously evolve to remain relevant for their members, the best boards realize that they must change, too. These boards: focus on strategic thinking first and foremost; regularly recruit, renew, and refresh their board membership; and, constantly look to innovative governance practices from the for- and not-for-profit sectors. Learn some of the most effective board dynamics, from contemporary credit union models, as you seek to ensure your members have the best and most pertinent representation and leadership for their credit union. BSA Update & Annual Training Rise above Emerging Risks | CUNA Mutual Group The Power of Multi-Generational Relationships | CUNA Mutual Group CLOSING KEYNOTE | Steve Haffner French Lick Springs Resort
Friday, August 3
2:00 p.m. – 5:00 p.m.
5:00 p.m. – 6:00 p.m.
Colonel Jill Morgenthaler
Saturday, August 4
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.
General Session 2
11:30 a.m. – 12:15 p.m.
BSA Update & Annual Training
12:15 p.m. – 1:00 p.m.
1:00 p.m. – 2:15 p.m.
General Session 3
2:30 p.m. - 3:45 p.m.
General Session 4
5:00 p.m. – 5:30 p.m.
Sunday, August 5
8:00 a.m. – 9:00 a.m.
9:00 a.m. – 10:00 a.m.
Closing Keynote: Steve Haffner
All times are on Eastern Time Zone
PRE-CONFERENCE KEYNOTE | Colonel Jill Morgenthaler
From the Battlefield to the Boardroom: Secrets to High-Performance Leadership
In her signature keynote address, Colonel Jill shares the secrets to effective leadership through her unique HOOAH method: Heart, Optimism, Opportunity, Abilities, and Hands. This program provides step-by-step guidance so you can increase profits, boost morale, reach a goal, identify challenges, and overcome difficult people and situations. She will engage and enthrall the audience through her stories and her how-to's.
• Heart: It's we, not me
• Optimism: A strong leader provides hope
• Opportunity: How to create ways to lead
• Abilities: Finding strengths and minimizing weaknesses
Things We Should Be Talking About (That Maybe We're Not)... | Patrick Adams
There is so much going on all the time. I get it, but are we talking about the right things? Time dictates priority for sure, but when we're being reflective regarding our future, a few other topics should surface that will ultimately demand our leadership. Marketing is changing, so is corporate culture, so are delivery channels and product design. It's all about relevancy. Will we be relevant in the changing years to come? Let's discuss long-term issues that may be on the horizon during this high-energy, strategic, forward-looking session.
Boards of Directors must have adequate BSA/AML training in order to understand the requirements, the risks and the ramifications of noncompliance. This session is intended to give Volunteers an overview of the general requirements and the most updated information regarding the "hot" buttons for examiners in 2018. This is an excellent opportunity for those Volunteers who have not had previous training, and for those who have, to be updated on the changes and new expectations.
When risk management is effective, typically nothing bad happens. But, if you're blindsided by a problem your credit union's reputation takes the hit. Don't let not knowing what's around the corner take the blame. This session will introduce emerging risks and loss trends associated with issues related to technology; frauds & scams; operations & security; employees; litigation; and compliance issues. Introducing ways credit unions can confidently safeguard their organization from these emerging risks will also be highlighted.
The next few decades promise to bring a significant wealth transfer from one generation to the next. Yet research shows much of that wealth will exit the current wealth management practice and financial institution it resides at. This seems particularly important when the costs associated with customer retention are significantly less than customer acquisition. According to experts, the key is building deeper relationships with clients—going beyond finances—and reaching out to their families. How will you build and impactful relationship with the next generation now?
From A-ha to Ta-da: Defeat your natural negative impulses to reach your positive potential
Steve's unique blend of insight, humor, stories, and amazing mentalism demonstrations create a thought-provoking and interactive experience that inspires the audience to confront their "lizard brain" impulses and become better versions of themselves.
How can we overcome the fears, worries, and negative impulses that often overwhelm us and keep us from performing at our best?
In this entertaining keynote program, Steve creates the a-ha by helping audience members discover subconscious biases and negativity that affect their thinking and decision making.
In 1980, Colonel Jill Morgenthaler saved an American engineer from being kidnapped by the Soviets. In 2004, she stared down Saddam Hussein, one of the evilest men in recent history.
Retired Colonel Jill Morgenthaler is a woman of many firsts. She was one of the first women cadets in ROTC to jointly train with men during the experimental class. At 22 years old, she was the first woman military intelligence company commander along the DMZ in South Korea. She was the first woman Battalion commander in the 88th Division. She was the first woman Brigade commander in the 84th Division.
In 2004, the Colonel led all public affairs efforts for the multinational forces in Iraq. The Colonel received a Bronze Star in Iraq and the Legion of Merit upon her retirement in 2006.
In Illinois, Colonel Morgenthaler was the first woman to run homeland security for the office of the Governor.
Today, the Colonel is a professional speaker who shares strategies in leading during change and crisis and how to stay resilient in a topsy-turvy world. The Colonel thrills audiences from around the world while showing how to be a success in leadership and life.
Closing Keynote: Steve Haffner
Steve Haffner enjoyed a 30-year career in the corporate systems development arena as a programmer, systems engineer, project manager and business analyst.
In 2011 Steve decided to pursue an entirely different kind of challenge and launched his own business as an entertainer in the field of mentalism. Always fascinated by the human mind, as a mentalist Steve learned to captivate audiences by employing principles of psychology, mental misdirection, and illusion to create amazing mind mysteries.
Through his study of psychology and behavioral science, Steve has discovered how the subconscious brain influences our thinking and behavior. While this knowledge enables him to create impressive mentalism entertainment, it also allows him to share his insights with corporate and association audiences on how they can improve their own mental performance in both their professional work and personal lives.
Patrick K. Adams serves as CEO of St. Louis Community Credit Union. As a full-service Community Development Financial Institution (CDFI), the organization is dedicated to increasing the standard of living and bettering the lifestyles of countless consumers. St. Louis Community Credit Union offers branches in financially underserved locations, second-chance products and free financial education as part of its overall giveback to the community. Mr. Adams has devoted more than 35 years of his career to the financial services industry. Before joining St. Louis Community Credit Union in 1987, he held various leadership positions with other large St. Louis area credit unions. He was appointed President & CEO of St. Louis Community in January 2008. Prior to that, Mr. Adams was Executive Vice President of the institution. In his current role as CEO, he oversees and provides strategic direction for all aspects of the Credit Union, as well as its 501(c)(3) entity – the St. Louis Community CU Foundation.
Jeff Rendel, Certified Speaking Professional, knows financial services. With experience as a federal banking regulator, financial services executive, and Congressional lobbyist; he understands the balancing act of safety, soundness, sales, and strategy.
As President of Rising Above Enterprises, Jeff works with financial services providers that want entrepreneurial results in sales, service, and strategy. Each year, he addresses and facilitates for nearly 100 financial institutions and their business partners.
As a federal banking regulator with the Office of the Comptroller of the Currency, Jeff examined a wide array of the nation's banks and partnered with all levels of executive management.
As a financial services executive, he oversaw the strategic operations of a community bank, directing corporate initiatives and helping guide the bank to record growth, market share, and financial results.
As a chief lobbyist to Congress, he represented financial institutions, serving as a first and main resource to Members of Congress as they sought to understand implications of legislation upon financial services.
A highly sought after and accomplished speaker; he is a professional member of the National Speakers Association (NSA) and has earned the NSA's Certified Speaking Professional (CSP) designation. Fewer than two percent of the world's speakers hold this achievement.
French Lick, IN 47432
Established in 1845 -- with the current spa wing built in 1901 -- French Lick Springs Hotel seamlessly blends its fascinating history with modern amenities and services. Family-friendly activities and facilities make this an ideal destination for celebrations or relaxing getaways. This classic American hotel has something everyone can enjoy; whether it's golf, spa, hiking, biking, swimming or shopping.
Saturday Evening Entertainment
Business casual. Be sure to bring a sweater or light jacket, as personal comfort levels may vary.
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.
Scholarships are available. Click here for an application.
We will update session descriptions as we receive them.
How the Best Boards Get Better: Next Practices to Enrich Your Board | Jeff Rendel
As credit unions continuously evolve to remain relevant for their members, the best boards realize that they must change, too. These boards: focus on strategic thinking first and foremost; regularly recruit, renew, and refresh their board membership; and, constantly look to innovative governance practices from the for- and not-for-profit sectors. Learn some of the most effective board dynamics, from contemporary credit union models, as you seek to ensure your members have the best and most pertinent representation and leadership for their credit union.
BSA Update & Annual Training
Rise above Emerging Risks | CUNA Mutual Group
The Power of Multi-Generational Relationships | CUNA Mutual Group
CLOSING KEYNOTE | Steve Haffner
French Lick Springs Resort