Volunteer Leaders Conference

August 5-7, 2016  |  Renaissance Cincinnati Downtown  |  Cincinnati, OH

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.


Friday, August 5

2:00 p.m. – 5:00 p.m.

Registration Open

5:00 p.m. – 6:00 p.m.

Opening Reception

Saturday, August 6

7:00 a.m. – 8:00 a.m.


8:00 a.m. – 9:30 a.m.

The Unique Footprint of Emerging Risks | Theresa Stolzer

9:45 a.m. – 11:15 a.m.

Running Effective Board Meetings | Mark Arnold

11:15 a.m. – 12:15 p.m.

BSA Update & Annual Training  |  Debbie Painter

12:15 p.m. – 1:00 p.m.


1:00 p.m. –  2:15 p.m.

The Five Most Important Roles of the Credit Union Director  |  Jim Kasch
2:30 p.m. - 3:45 p.m.

Five Signs Your Credit Union Is Heading into Mediocrity  |  Mark Arnold
6:00 p.m. – 6:30 p.m.


6:30 p.m. - 9:30 p.m.

Dinner and Evening Entertainment
Sunday, August 7

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 Eastern Time Zone


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.

Scholarships are available.  Click here for an application.

Session Descriptions

The Unique Footprint of Emerging Risks | Theresa Stolzer

As credit unions implement effective defenses and loss mitigation steps against a variety of losses, new exposures appear on the horizon. These exposures come in many guises and are showing up faster than ever. In fact, several emerging risks are threatening credit union operations today and the uncertainty of what to do can be linked to potential losses. This session will introduce you to the unique footprint of emerging risks – including some related to litigation, compliance, and operations – and provides relevant strategies and practices that can help you minimize the impact of these biggest risk red flags. How you respond to these emerging risks can make a big difference in the quality of your organization’s success.

Running Effective Board Meetings | Mark Arnold

Many board members report that meetings are too long, waste time and achieve nothing. However, if planned and conducted properly board meetings can be meaningful. As a former credit union executive, Arnold helps CUs examine their board and its meetings.

BSA Update & Annual Training | Debbie Painter

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 2008 - Risk Assessment Analysis, Member Due Diligence Program and 3rd Party Vendor Relationships. 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.

The Five Most Important Roles of the Credit Union Director | Jim Kasch

Most of us are familiar with the standard roles a credit union director must play, and regulators pay particular attention to the financial literacy and fiscal responsibilities attached to this critical volunteer role. While those functions are important, focusing solely on those duties is a disservice. In this session, we’ll discuss the five most important roles of the credit union director: Artist (who paints the picture), Recruiter (who hires the right CEO), Inspirationalist (who sets high goals), Enforcer (who ensures accountability), and Salesperson (who engages in developing business). We’ll discuss best practices to employ within your own credit union.

Five Signs Your Credit Union Is Heading into Mediocrity | Mark Arnold

In his book Onward, Howard Schultz of Starbucks says, “The damage was slow and quiet, incremental, like a single loose strand that unravels a sweater inch by inch.” Is your credit union unraveling inch by inch? Downward shifts at credit unions don’t often happen overnight. In many cases, negative trends take place slowly. While we might think our credit union is performing well, perhaps it is actually heading away from greatness and sliding into mediocrity. As a credit union executive and author, Arnold provides thoughtful insights for credit unions to move forward instead of backwards.



Mark 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.

Jim Kasch launched Darden Employees Federal Credit Union (DCU), which served the 200,000 employees of Darden Restaurants, Inc. in 2010 More than half of those employees are Millennials.

Over five years, DCU developed strategies, products, services and delivery channels to serve Millennial members. Membership in the credit union grew 400%, assets grew 400%, loans grew 600% and income grew 800%.

Now Jim is sharing is passion and knowledge to help other credit unions understand how to relate to and serve this unique audience. In 2015 he launched Canidae Consulting to work more directly with credit unions in order to prepare them to capture this exciting Millennial opportunity.

Debbie Painter began her career with credit unions in 1979 at Fort Knox FCU. Almost twenty years later, she joined the Kentucky Credit Union League staff and serves as EVP/Director of Governmental Affairs and Public Relations. She currently serves on AACUL’s Political Involvement and Grassroots Committee. Debbie received a B.S. Degree from Sullivan University in Business Management and is a graduate of the Credit Union Management Institute (CUMI) and CUNA Management School (Madison, WI). Debbie is a certified BSA Compliance Specialist.

Theresa Stolzer is a risk management consultant in Business Protection Risk Management for CUNA Mutual Group. In this role she assists credit unions in identifying areas of risk in their operations and recommends appropriate controls to reduce loss exposures. She also ensures the completion of the Fidelity Analysis Program, designed to detect ongoing embezzlements in credit unions.


Hotel Information


Resevation deadline date is July 15th.

36 East Fourth StreetRenaissance Downtown Cincinnati
Cincinnati, OH 45202
Phone 1-513-333-0000



Saturday Evening Dinner & Entertainment

Attendees and registered guests will enjoy and evening of dining and entertaiment at the new Jack’s Cincinnati Casino (currently Horseshoe Casino Cincinnati).

At JACK Cincinnati Casino, you’ll get the ultimate gaming, entertainment and dining experience. Navigate through nearly 2,000 slot machines to push your limits at one of their 91 blackjack, craps, roulette or various other table games. Enjoy the outdoors with our outdoor gambling, smoking patio and bar, The Parlor which contains almost 150 gambling units and a full bar with rotating craft beers on tap. Don’t forget to grab a cold drink in the center of the gaming floor in Rock Bar. This swanky lounge is 360 degrees of action 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