WELCOME TO VISION 2023

August 14-16, 2023 | Omni Louisville Hotel | Louisville, KY

The Kentucky Credit Union League is proud to provide our credit unions with this distinguished opportunity for improvement, growth, and knowledge.

Vision 2023 – the League’s Annual Meeting and Convention features a comprehensive agenda on top-of-mind issues, the Members’ Business Meeting, TopGolf Contest, an awards banquet, entertainment and an extensive showcase of business partners and exhibitors.

Whether you are a credit union professional or volunteer, from a small or large credit union, you will find useful information geared towards your needs.

 

                          


 

AGENDA

Monday, August 14

9:00 a.m.

Board Meetings

1:00 p.m. – 4:00 p.m.

TopGolf

3:00 p.m. – 6:00 p.m.

Registration Open

7:00 p.m. – 10:00 p.m.

Awards Banquet with Entertainment

Tuesday, August 15

7:30 a.m. – 8:45 a.m.

Breakfast in the Exhibit Hall

9:00 a.m. – 9:15 a.m.

Welcome & Announcements

9:15 a.m. – 10:15 a.m.

Opening Keynote: The Intangible It
Speaker and Conference Host: Jack Stahlmann

10:15 a.m. – 10:30 a.m.

Morning Break

10:30 a.m. – 11:25 a.m.

U.S. Economic Outlook & its Impact on CUs
Speaker: Steve Rick, TruStage

11:30 a.m. – 1:00 p.m.

Exhibit Hall Grand Opening and Lunch

1:00 p.m. – 1:55 p.m.

Micro Money Management vs. Macro Money Management
Speaker: Carrie Stapp, Coop Solutions

2:05 p.m. – 3:00 p.m.

The Future of Credit Unions – How to Remain Relevant for Growth
Speaker: Celeste Cook, cuStrategies

3:00 p.m. – 5:00 p.m.

Exhibit Hall Happy Hour

7:00 p.m. – 10:00 p.m.

Group Dinner with Entertainment

Wednesday, August 16

8:00 a.m. – 10:00 a.m.

Governmental Affairs Breakfast & Keynote

10:00 a.m. – 10:15 a.m.

Morning Break

10:15 a.m. – 11:00 a.m.

Members’ Business Meeting

11:00 a.m. – 12:00 p.m.

Concurrent Sessions

12:00 p.m. – 1:30 p.m.

Closing Keynote Lunch

1:30 p.m.

Grand Prize Drawing & Conference Close


 

SESSIONS

By order of appearance.

Opening Keynote:  The Intangible It

Jack’s longest-standing keynote, The Intangible It, examines the “it” quality movie stars possess that you can’t quite put your finger on… or can you? By sharing humorous and humbling tales of his Tinseltown adventures, Jack breaks down the “it” factor that makes certain actors superstars and shares how you can use those lessons to go from a small player to a star in your profession. 

You will hear about: 

The Gift: Learn to channel your inner-Clooney by making everyone you encounter feel like the most important person in the room. 

The Shift: Instead of being afraid of change, learn how to make small adjustments to have a long-lasting Tom Hanks-ian career. 

The Connect: Discover how you can become more memorable to others by wearing a Dolly Parton tee shirt. Yes, you read that right. 

About the Speaker

Jack Stahlmann’s informative and educational presentations are built around his experiences in Los Angeles as an actor, producer, director — and of course, a waiter. 

In Hollywood, he launched his own production company which created several films that enjoyed international success and was an Assistant Director for the Margaret Cho stand-up show, Cho Revolution. 

As an actor, his shining moment came in a co-star role on the CBS drama Cold Case, where he played a wimpy park ranger. He also appeared on Days of Our Lives and several commercials. 

Jack graduated with honors at DePauw University and has been a regular contributor to The Huffington Post. He currently resides in St. Paul, Minnesota. 

U.S. Economic Outlook & its Impact on CUs

The U.S. economy is experiencing historic demand and supply shocks leading to the highest inflation in 40 years. The Federal Reserve has raised interest rates at the fastest pace in 40 years. What will higher interest rates do to the economy in 2023 and beyond? Are fundamental changes in the jobs market apt to cause long-term labor shortages and wage pressures?  Explore the possible paths of the economy and what impact it will have on credit union balance sheets and income statements for the next two years.  

About the Speaker

Steve Rick is a director and the chief economist for TruStage 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 TruStage’s policy owners. 

Rick publishes the Credit Union Trends Report, a monthly “pulse check” on the economic state of the credit union movement. He has authored a textbook on asset-liability management for credit union executives. 

Before joining TruStage, Rick was the senior economist for CUNA & Affiliate’s Economics & Statistics Department for 22 years. Rick also serves as Chairman of the Board of Directors of the University of Wisconsin Credit Union, a $2.7 billion financial institution. 

Rick holds a senior lecturer position with the Economics Department at the University of Wisconsin – Madison where he teaches Money & Banking and Macroeconomics courses. He is also the facilitator and instructor for CUNA Management School’s Stanford Bank Game, a computerized bank simulation, and has 2 years’ experience as a bank simulation advisor for the Prochnow Graduate School of Banking. 

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.

Micro Money Management vs. Macro Money Management

Co-op Solutions has performed extensive research on financial institutions and consumers with EY and Mastercard, focusing on the gap that exists between the everyday spending of consumers and their long-term financial goals. This session will focus on the results of that research, to help attendees better understand the psychology behind consumer spending and saving, and to better help their customers manage both their daily and long-term financial lives. 

Three Key Takeaways: 

  1. Learn the results of extensive research on financial institutions and consumers performed by Co-op Solutions with EY and Mastercard, focusing on the gap that exists between the everyday spending of consumers and their long-term financial goals (“Micro Money Management” vs. "Macro Money Management"). 
  2. Learn the challenges to both consumers and institutions presented by the availability of payments technology, creating a disconnect for consumers between their immediate money management and long-term spending. 
  3. The research results will help attendees better understand the psychology behind consumer spending and savings, and to better their customers manage both their daily and long-term financial lives.

About the Speaker

Carrie Stapp is Vice President, Integrated Product Marketing and Commercialization for Co-op Solutions, a provider of payments and financial technology to credit unions.  She joined Co-op in August 2021, and she helps credit unions of all sizes grow by forming meaningful connections with their members. She has more than 20 years of senior management experience in the financial services industry, having previously served in senior vice president roles at Vericast, Harland Clarke, and MainSource Financial Group.  

The Future of Credit Unions – How to Remain Relevant for Growth

In today’s economic landscape, successful credit unions must find ways to become more relevant to consumers and their specific needs and wants as well as to businesses in the community. Creating a culture of creativity, innovation, and engagement is crucial to not only retain existing members but attract new members for long-term sustainability. Explore ways to become more relevant in today’s economic landscape to retain and attract more members! 

HIGHLIGHTS

  • Explore key leadership strategies for growth and profitability
  • Identify ways to strengthen your brand to create greater relevance
  • Determine the right approach to build a culture of creativity, innovation, and engagement
  • Learn what you can do to attract and retain top talent
  • Understand how the 7 P’s impact the member experience and growth
  • Determine the best approach to attract and retain Millennials and Gen Zs
  • Explore ways to market and communicate what is real, relevant, and relatable to attract new members for growth

About the Speaker

Celeste Cook is founder and President/CEO of cuStrategies LLC and has been serving credit unions for over ten years in her role. 

Along with being CEO of cuStrategies LLC, she has been involved in the credit union industry for more than 20 years and a professional speaker and trainer for 15 of those years – also working for a $1.6 billion credit union in Atlanta, Georgia, and working as a consultant and trainer with Rex Johnson of Lending Solutions Consulting. 

Celeste’s expertise and training programs/schools in leadership, lending, collections, marketing/business development, and sales and service for credit unions have helped credit unions with assets ranging from $20 million to $2 billion. She brings her credit union expertise, experience, and proven strategies, which have fostered her credit union clients’ culture transformations as well as increases in membership growth, loan growth, and profitability.

Closing Keynote:  Turning Obstacles into Opportunities

Encountering obstacles in work and in life is inevitable. The key to overcoming them comes down to our ability to change our perspective and take action.  In this engaging keynote, you will discover a technique on how to adjust their attitude and perspective in the midst of adversity, learn a simple habit you can do daily to prevent burnout and understand the key to creating meaningful connections.

About the Speaker

Hoan Do is an award-winning inspirational speaker, author of Succeeding in the Real World, and city finalist in NBC’s hit show, American Ninja Warrior.

From an early age, Hoan was conscious of the sacrifices his parents had made in their escape to the United States during the Vietnam War- in pursuit of the American Dream. Feeling indebted to his parents for their courageous pursuit of a better life, Hoan vowed to ensure that one day, he would be able to take care of his parents. Hoan’s hard work took him to Malibu, California, where he attended Pepperdine University, fully engaging in the academic rigor and array of opportunities that the school offered.

With the tremendous pressure Hoan placed on himself, in addition to the stresses of demanding classes, extracurricular responsibilities, and important life decisions, Hoan found himself overwhelmed. His self-esteem reached an all-time low. He even contemplated suicide. Refusing to settle and give up on life, Hoan used this experience as a turning point to learn the practical skills that was necessary to succeed in school and in life.

After graduating from Pepperdine University, Hoan beat out candidates who were considerably older and vastly more experienced than him to work with the #1 personal development company in the world. As a national speaker and corporate trainer, Hoan conducted training sessions for distinguished audiences that included: 21, Bank of America, Honda, Toyota, UBS Financial, Chambers of Commerce, and the U.S. Army.

 


 

REGISTRATION

Education Sessions

2-Day Conference $499
1-Day Conference: Tuesday Only $399
1-Day Conference: Wednesday Only $150


Guest Registration

Guest registration includes Guest badge, entry to Exhibit Hall, conference meal functions (ticketed events are not included)

Guest Registration $299

 

Ticketed Events

TopGolf

301 Oxmoor Lane
Louisville, KY 40222

Directions

$85 - Player

$85 - Spectator

$95 - Exhibitor

Awards Banquet
Monday, August 14 at 7:00 p.m.

Make plans to join us for a wonderful evening of dinner, awards, and a fun murder, mystery!

$125
Tuesday Dinner & Entertainment
Tuesday, August 15 at 7:00 p.m.
We're halfway through our 89th annual convention so let's close out the 80s with a blast from the past.  Come dressed in 80s attire and we'll have a RADICAL time!
$125

 

REGISTER

 

HOTEL

Omni Louisville Hotel
400 S 2nd Street
Louisville, KY 40202 

ROOM RATE: $199 per night
Reservation Deadline: July 14, 2023

RESERVE A ROOM

 

TOPGOLF CONTEST

When: Monday, August 14, 2023
Time: 12:00 p.m.
Location: TopGolf

301 Oxmoor Ln
Louisville, KY 40222

Cost:
Credit Union Attendee: $85 per person
Credit Union Spectator: $85 per person
Registered Exhibitor: $95 per person

More information to follow.

REGISTER

 

BUSINESS MEETING

If you do not plan to attend the Annual Meeting & Conference but would like to attend the Wednesday morning Members’ Business Meeting ONLY, please complete the Business Meeting Registration form.

BUSINESS MEETING REGISTRATION

 

EXHIBIT HALL

The Exhibit Hall showcases a variety of credit-union-specific products and services. Take advantage of this opportunity to investigate new products and meet with current suppliers. 

WHO IS IN THE EXHIBIT HALL?

 

DOWNLOAD EVENT APP

Ready to attend VISION 2023? We will be using an online platform called Whova for our event. You can Download the Whova Mobile App or Access It From the Web Platform on Desktop:

  • View our event agenda and plan your personal schedule
  • Access handouts directly within sessions and utilize the session Q&A to ask questions 
  • Set up in-person/virtual meet-ups with other attendees to connect and network
  • Create and converse through various Discussion Topics in the Community Board
  • Receive updates such as last-minute session changes from the organizers
  • Get presentation documents and slides
  • View the exhibit hall

After downloading, use your email address when signing up in the app and choose a strong password, or sign up using a social media account. Once you're signed up, you should be taken directly to your event!

Get Whova Now

 


 

GENERAL INFORMATION

Badges Must Be Worn

Badges are specially marked to determine admission to conference activities.

Ticketed Events

Additional registrations are required for the Monday TopGolf, Monday evening Awards Banquet, Tuesday evening dinner and entertainment, and Governmental Affairs Breakfast.

Attire

Attire for the conference is business casual. Be sure to bring a sweater or light jacket, as personal comfort levels may vary.

For the Awards Banquet, cocktail or business professional attire is preferred but not required.

Cancellation Policy

Refunds will be issued until 14 days prior to the conference less a $100 administration fee per person. No refunds for cancellations within 14 days of event.  Substitutions accepted anytime. All cancellations/substitutions must be submitted in writing.

Code of Professional Conduct

The registrant agrees to conduct his/herself in a cordial manner. KCUL will not tolerate any registrant who creates a disturbance; is disrespectful to any other registrant, any member of KCUL, its speakers and attendees, exhibitors, volunteers or staff. KCUL reserves the right, in its sole discretion, to investigate any complaint and to dismiss any registrant found by KCUL, in its sole discretion, to have violated the Code of Professional Conduct, without refund of registration fees. 

Who Should Attend?

Attendance is limited to League-affiliated and associated credit unions. This conference is a special occasion for CEOs, Directors, Staff, and Supervisory Committee members to come together for valuable education and networking opportunities. For the Business Meeting, affiliated credit unions are entitled to one delegate and one alternate.  

Safety and Wellness

The Kentucky Credit Union League is committed to hosting a safe event that brings the credit union community together. To ensure the highest level of safety for all attendees and guests we encourage anyone who is feeling unwell is encouraged to stay home.    


 

OUR SPONSORS

Vision 2023 would not be possible without the support of our sponsors!