Board & Committee Leadership Conference Sessions 

Opening General Session

Economic Update

9:10 a.m. - 10:00 a.m.

Session description not yet available.  

About the Speaker

Phillip Cochran is the Senior Vice President/ Chief Investment Officer (CIO) at Volcorp. 

While managing VolCorp’s investment portfolio and liquidity, Phillip also directs the marketing, sales, analytics, accounting and support functions of all VolCorp investment services to both client credit unions and client corporate credit unions. Joining VolCorp in August of 2004, Phillip has served in the Consulting Department as well as the Investment Department. He was named Chief Investment Officer in 2010, and Senior Vice President in 2016. He also sits on the CU Investment Solutions LLC Board of Managers. Prior to joining the corporate, Phillip was an investment manager at a private investment firm in the Nashville area.

Phillip is also a veteran of the United States Marine Corps. Phillip has a Bachelor of Business degree, with a focus in finance, from Belmont University, a Masters of Science of Accounting from Maryville University and holds FINRA Series 7 and 63 securities licenses.


 

General Session 

Board Governance Essentials: Becoming a Better Board Member

10:15 a.m. - 11:15 a.m.

A board member’s duties can seem overwhelming and far-reaching. This course illuminates the fundamental duties of a board and the best ways to discharge them. It will cover functions that boards often become involved in that have little benefit, or a negative impact on the credit union, and how to focus on those things that will be the most beneficial. We will also cover ideas on what very effective boards do to make the best use of their time and guide their credit union to become the best for the membership.

About the Speaker

Kevin Smith is Consultant and Publisher with TEAM Resources. He brings extensive experience in training, designing and implementing professional development resources to nourish the growth of leaders within the credit union industry. Kevin facilitates strategic planning processes, teaches Strategic Governance to Boards of Directors, and oversees the TEAM Resources board self-evaluation programs with credit unions nationwide.

Kevin is co-author of A Credit Union Guide to Strategic Governance. This essential book helps Governance teams become as effective as possible. He also writes the monthly TEAM Resources blog that is read by thousands nationally. The monthly blog shares guidance on board topics such as governance, strategy and issues related to the supervisory committee.

Previously, Kevin spent 10 years at the Credit Union National Association (CUNA), in the Center for Professional Development as Director of Volunteer Education.

Before joining CUNA, Kevin spent several years teaching at the University of Wisconsin-Whitewater.

He holds a Master’s degree from DePaul University, Chicago and a Bachelor’s degree from Miami University, Oxford, OH.


 

General Session

BSA Annual Training for Volunteers

11:15 a.m. - 12:00 p.m.

As leaders of your credit union, it is incumbent on you to under the requirements under the Bank Secrecy Act and other anti-money laundering (AML) rules and regulations in order to maintain proper oversight of your credit union’s BSA compliance program. In this session, we’ll talk examine the applicable BSA/AML laws, rules, and regulations; discuss the elements of a strong BSA compliance program and examiner expectations; and review recent enforcement actions related to violations of the BSA and other anti-money laundering provisions.

About the Speaker

Kristen Tatlock is a nationally-known speaker and compliance consultant with over 30 years of experience in the credit union compliance arena. Kristen assists credit unions with compliance issues ranging from advertising rules to bylaws, from Social Media compliance matters to Regulation Z, from Bank Secrecy Act to Fair Lending rules, and just about every regulation and compliance concern in between.

Kristen has earned Compliance and Bank Secrecy Act certifications from both national credit union trade associations. She regularly presents compliance training programs for national credit union organizations, state leagues and associations, and credit unions around the country. She has also edited and revised numerous compliance training courses and modules for CUNA CPD and has authored articles for various CUNA publications.

Kristen joined Aux, in April 2017 with the company’s acquisition of COMPASS 4 CUs, LLC. She had served as Vice President of that organization since February 2011.  Prior to that, she was the Director of Compliance and Regulatory Affairs for the Virginia Credit Union League for over 20 years. 


 

General Session

How Internal Talent Mobility Creates Long-Term Leadership Excellence

1:15 p.m. - 2:15 p.m.

Research shows that a culture of “internal mobility” can help employers develop and retain better leaders who drive growth. This session will help your credit union break out of a top-down pyramid-shaped succession plan, and create a program that engages, retains, and develops your best talent. 

About the Speaker

Mike Bremer is an executive benefits specialist for CUNA Mutual Group, a company that specializes in the strategic program design, implementation, financing and administration of executive benefits programs, as well as funding solutions tailored to credit unions for employee benefits and charitable donations. Mike’s experience in the financial services area includes 11 years with Northwestern Mutual Life as a financial representative and experience with Mutual of America as an account consultant and investment advisor. He earned a bachelor’s degree from Ball State University in marketing management and has been FINRA registered since 1987.


 

Closing Keynote

From Turmoil to Triumph: “How to Get Back on the Plane”

2:30 p.m. - 3:30 p.m.

For over thirty years, Dave Sanderson was a top producer in some of the largest sales organizations in the world.  On January 15, 2009, he was one of the last passengers off the plane that crashed into the Hudson River, best known as The Miracle on the Hudson, considered the most successful ditching in aviation history. Since that unique experience, Dave has built a career as a motivational speaker, mentor, and author and was recently named one of the top 100 Leadership Speakers in Inc.com.

After he survived the plane crash, he started getting calls from people all over the world, asking him how he “got back on the plane,” and since the plane crash, Dave has been speaking, teaching, and consulting on how to bounce back and grow from the challenge’s life throws at you and how to turn your Turmoil into your Triumph. Now, more than ever, people need firsthand experience and guidance on how to not only bounce back from tumultuous times but actually grow from traumatic life events and crises. 

About the Speaker

Dave Sanderson is an Inspirational TEDx Speaker, Author, and Philanthropist who channeled his life-changing experience on US Airways Flight 1549, the Miracle on the Hudson, into a mission to provide insight and strategies on the essential facets of faith, conviction, and leadership; attributes that he credits with saving his life. He has shared the lessons from that experience to over 1700 audiences worldwide and the strategies he learned and implemented to show how you can not only grow from a traumatic life event but, in one hundred days, achieve your most sought-after goals and outcomes.


 

Saturday Morning Entertainment

It was just natural that Michael Reno Harrell would become a storyteller because it just comes so naturally to him. His style has been described as being “like a breakfast of butter and molasses on a warm biscuit… Southern, easy and sweet.”

It’s Southern alright. It couldn’t be anything else considering Michael’s Southern Appalachian roots. But, his stories reflect events and histories common to all.

About the Entertainer

Michael Reno Harrell is an award-winning songwriter, as well as a veteran storyteller and entertainer, and he’s from the South… the Southern Appalachian Mountains to hone it a bit finer.

Michael's recordings top the Americana Music Association charts year after year. His original songs and stories have been described as “Appalachian grit and wit” but, as his writing shows, Michael’s awareness is much broader than the bounds of his boyhood home or even the Southern Experience. Having toured throughout the British Isles and much of Europe, as well as most of the US, the songs he writes and the stories he creates reflect an insight into people’s experiences that catch the ear like an old friend's voice.

"Michael Reno Harrell is one of those natural-born Southern musicians and storytellers who is filled with wit, charm and surprises. Whether the story is in song or narrative, Michael will draw you in and entertain you, all the while making you feel right at home." - David Holt, 4-Grammy Winner

 

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