Volunteer Leaders Conference

Thank you to all who attended this conference.  Session materials are available below.

Session Handouts

Credit Unions and the Ultimate Category Killer - Scott Butterfield

This topic is timely and relevant being rated the most read article at CUinsight.com for 2014. Category killers are large companies that put less-efficient and highly specialized merchants out of business. One of the best examples of a category killer is Walmart; the chain has hurt the bottom line of many stores in a wide range of specialized categories.

Now, Walmart has entered the checking account business. Besides providing affordable checking options to tens of millions of Americans, the easy qualifying system will link tens of millions or more consumers, who were previously underbanked, to a checking account. This session explores the potential strategic implications for credit unions and potential solutions for credit unions to consider.

Leadership Continuity: The Next Generation of Succession Planning – John Pesh

While only 63% of credit unions have a CEO succession plan, less than 50% have a plan for the EVP position. Discover key plan components your credit union could be missing to prepare for a top executive's retirement or untimely departure. Learn why only having a contingency plan does not support leadership continuity at your credit union.

A leadership continuity plan includes two key elements: a continuing education program and a supplemental executive compensation package. It is essential to have an ongoing, hands-on cross-training for key executives in all areas of your credit union as well as a plan to fill the retirement compensation gap that top positions face. Understand how your credit union peers have used non-qualified retirement plans to enhance and leverage their succession plan. Hear the pros and cons different supplemental income approaches have to offer and how vendor due diligence can help you with regulatory considerations.


What the Board Needs to Know About Cyber Crimes – Rayleen Pirnie

The FFIEC and FBI have sent out warnings about it... The NCUA has issued guidance urging action... Headline news has recounted the horror stories: Hackers want into Credit Unions. Credit unions are a wealth of information and access to payment applications that criminals have set their sights on. Cyber-criminals are a threat to your credit union and your members look to you to keep their information secure. This session will separate fact from hype and examine key aspects of what the Board needs to understand about cyber-crimes and cybersecurity. The Board plays a pivotal role in the safety and soundness of the organization, but do you know the questions to ask and what information should be presented regularly for your analysis?



Depositing a Better Memory – Paul Mellor

In today's business world, having the ability to remember names and faces, beat absent-mindedness, and recall facts and figures puts you at the head of the pack. In this fun-filled session you'll learn time-tested techniques for recalling names, speaking without notes while gaining control of your day without the fear of forgetting. When you're skilled in memory all your other skills get better. This session shows how.


Bonus General Session

BSA Update for Volunteers – 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.


Scott Butterfield smScott Butterfield, CUDE, CCUE, CUCE, is a trusted advisor to the leaders of more than 85 credit unions located throughout the United States. A well-respected veteran of the movement, he understands the challenges of today's credit unions – and how to overcome those challenges. From strategic planning to microenterprise small business development, Scott knows how to get things done!

Bio JohnPesh SMJohn Pesh is the Director of Executive Benefits for CUNA Mutual Group. John brings to CUNA Mutual Group his experience in the financial services industry since 1999. Prior to joining CUNA Mutual Group, John consulted with public and private companies, and not-for-profit organizations, including credit unions. This experience includes positions as an analyst and vice president/partner for two major executive benefit firms.

rayleenpirnie SMRayleen Pirnie, AAP, is a recognized payments risk and fraud expert who works with financial institutions and businesses across the nation to help them understand today's threats and appropriate risk mitigation strategies. Prior to her leap to private consulting, Rayleen was the Director of Payments Risk & Fraud at EPCOR for 8 years. She joined EPCOR after a 10-year career as a fraud investigator in banking.

PhotoPaulMellor SMPaul Mellor, author of MEMORY! How to Remember Anything, was a finalist in the USA Memory Championship, where he recalled the names of over 90 people in less than 15 minutes, remembered in exact order over 100 single-digit numbers after a five minute study, and recalled the exact order of a shuffled deck of playing cards after less than a three-and-a-half minute review.

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.

Hotel Information


ams in the country.


2:00 p.m. – 5:00 p.m.

Registration Open

5:00 p.m. – 6:00 p.m.

Opening Reception

Saturday, August 8

7:00 a.m. – 8:00 a.m.


8:00 a.m. – 9:30 a.m.

General Session

9:45 a.m. – 11:15 a.m.

General Session

11:15 a.m. – 12:15 p.m.

General Session – BSA Update & Annual Training

12:15 p.m. – 1:15 p.m.


1:15 p.m. – 3:00 p.m.

General Session
6:00 p.m. – 6:30 p.m.


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

Dinner and Evening Entertainment
Sunday, August 9

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




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