Executive Forum

May 11-12, 2023 | Embassy Suites by Hilton Bowling Green | Bowling Green, KY

Embassy Suites by Hilton Bowling Green
556 Hub Blvd
Bowling Green, KY 42103

The Kentucky Credit Union League is proud to host an executive-level gathering for credit union leaders across the state. 

The Executive Forum is a one-day event with insightful presentations, timely updates and open discussion among your peers who are all facing similar challenges and looking to share best practices and experiences.


Attendance is limited to League-affiliated and associated credit unions. This conference is a special occasion for CEOs and their Executive Teams to come together for valuable education and networking opportunities. 





All times are on CENTRAL TIME.


Sponsored by:

5:30 p.m. Networking Reception



7:30 a.m. Breakfast
8:25 a.m. Welcome & Announcements
8:30 a.m. Can Credit Union System as a Service (CUSaaS) Transform Our Approach to Embedded Finance? 
Speaker:  Ronny Chapman, CUNA Mutual Group
9:30 a.m. Shifts Impacting Lending and What We Can Do to Prepare
Speaker: Joe Karlin, Karlin Consulting, LLC 
10:30 a.m. Morning Break
10:45 a.m.

Re-Introducing Charles A. Vice, NCUA Director of Fintech and Access 
Speaker: Charles A. Vice, NCUA

11:45 p.m. Lunch w. Legislative Update - Kyle Hagerty, Kentucky Credit Union League
12:30 p.m. Roundtable Discussion
1:30 p.m. 25 Ideas that are Working for Credit Unions 
Speaker:  Frank Diekmann, CUToday.info
2:30 p.m. Closing Remarks




Education Sessions

Conference Attendee $489.00


SCHOLARSHIPS ARE AVAILABLE.  To apply for a scholarship, please click here 


We have secured a room block at the following hotel:

Embassy Suites by Hilton Bowling Green
556 Hub Blvd
Bowling Green, KY 42103

ROOM RATE: $139 per night
Reservation Deadline: April 11, 2023

Reservations on a first-come, first-serve basis. 




Topics/Speakers will be added as they are confirmed.



Buying and Borrowing are converging. Consumers favor mobile-enabled end-to-end buying experiences that are fast, easy, and simple. Now, more than ever, those experiences include embedded finance options that steer buyers to the credit option most preferred by the retailer. Parallel strategies are required to address this market dynamic. First, mobility-enabled capabilities must be deployed that position credit unions at the beginning, middle, and end of the consumer buying journey. Second, the plurality of Credit Unions should be harnessed to develop highly desirable and market-competitive Credit Union System as a Service (CUSaas) revenue opportunities that leverage our proven industry strengths of member trust and lowest cost of funds.

About the Speaker

Ronny Chapman is Senior Vice President of Fintech Solutions at CUNA Mutual Group. The Fintech Solutions suite of products serves over 4,000 Credit Unions and 1,600 Banks for Loan Origination and New Account Opening for offers through acceptance and compliance fulfillment. Through our LOANLINER, Compliance Systems, CuneXus and ForeverCar brands, we provide loan & deposit account offers, as well as insurance via online banking and digital channels and enterprise-wide documentation/fulfillment solutions that allow completion of new services through a partner network of over 60 market-leading solutions.

Prior to joining CUNA Mutual Group, Ronny was Senior Vice President & General Manager of the North American Lending (NAL) division of FIS. This division provided lending technology to 1,000 plus Financial Institutions in the U.S. and Canada across all banking market segments including Point of Sale, Underwriting, Closing and Servicing functions.

Ronny previously founded two FinTech companies and worked in community banking after graduating with a B.A. in Economics from Georgia College.




A number of changes in technology, consumer behaviors and demographics have impacted and will continue to impact lending.  These changes will impact loan demand, loan types needed, defaults, and yields. We’ll explore the impact of these changes on your Lending portfolios, volumes and yields, and what we can do to proactively prepare.

About the Speaker

Joe Karlin has worked with or at credit unions his entire career. Starting as a CPA with Deloitte, he audited in the financial services industry, including credit unions, corporates, leagues, and banks. Joe spent nearly 15 years in the corporate system, working in operations and at executive levels. For the last 14 years, he has consulted with credit unions and CUSOs.

Joe’s specialties include strategy and execution, all aspects of commercial and consumer lending, delivery channel optimization, and CUSO operations and management. His experience in strategy and execution includes strategic planning, management succession, and regulatory issue resolution. Joe’s experience in commercial lending ranges from assisting credit unions in evaluating the launch of new commercial lending programs, implementing commercial lending programs, evaluating CUSOs for underwriting and servicing, reviewing existing programs to conducting loan reviews. His consumer lending experience includes an emphasis on indirect auto lending, unsecured lending, and private student loans.



Charles Vice serves as the principal advisor to the NCUA Board on agency policy with respect to fintech, and fintech developments and transformation initiatives in the financial services sector including cryptocurrency, blockchain, and distributed ledger technology.  Join Mr. Vice as he discusses these initiatives and what credit unions can expect in the coming months.

About the Speaker

Charles Vice is the Director of Financial Technology and Access at the National Credit Union Administration (NCUA).

Prior to his selection as Director of Financial Technology and Access, Charles served as commissioner of the Kentucky Public Protection Cabinet’s Department of Financial Institutions (DFI) and as treasurer of the National Association of State Credit Union Supervisors. As commissioner of the DFI, Charles was responsible for the regulatory oversight of all Kentucky state-chartered financial institutions. Prior to joining DFI, Charles was an employee of the Federal Deposit Insurance Corporation for 18 years, serving as an expert on subprime lending and capital markets.

Mr. Vice holds a bachelor’s degree in finance from the University of Southern Mississippi.



Regardless of asset size, successful credit unions share some common traits: imagination and innovation. In this session, we’ll feature an idea every two minutes—and maybe more!—highlighting successful credit union programs that have proven to be effective. Lending promotions. New membership campaigns. Savings ideas. Culture builders. Onboarding initiatives.  All kinds of different challenges have been met with one thing in common: a willingness to take chances, have fun, and do things differently.

In this session, Frank J. Diekmann of CUToday.info will offer 25 ideas on all of this and more.

About the Speaker

Frank J. Diekmann is Cooperator-in-Chief and co-founder of CUToday.info, a digital news and collaboration platform that is now the #1 provider of organic reporting, opinion, analysis, video, and other resources to credit unions.

Prior to founding CUToday.info, Mr. Diekmann founded Credit Union Journal, and prior to that co-founded Credit Union Times. Before covering credit unions, Mr. Diekmann covered the nation’s banking industry. He began his editorial career working as a sports reporter with the Cincinnati Post before making the natural segue into credit unions.

Mr. Diekmann is a frequent speaker, having addressed CU meetings from Sydney to Prague and all of the U.S. He regularly serves as a judge in various organizations’ marketing and awards competitions. He is the only journalist to graduate from the National Credit Union Foundation’s Development Education program, and is now certified as an International Credit Union Development Educator.

A graduate of the University of Cincinnati, Diekmann is also the author of four books: Cathode Ray’s, The Bawl Game, The Flip Flop and 501 Name Tags: How Everything You Need to Know About Business Can Be Learned in the Trade Show.



Learn from and share ideas with your credit union peers!  Explore solutions to tough issues facing credit unions including:

  • Income generation
  • Strategic/business planning
  • Lending
  • Staffing and succession planning
  • Technology

 Meet the Facilitators

Cassie Fivecoat, Investments Representative, has been a member of VolCorp’s investments team for over six years now and is one of two licensed sales reps on staff. She joined VolCorp in 2008 and served as the Director of Marketing and Product Development before making the move to Investments. In this position, she was responsible for the development and implementation of strategic marketing initiatives as well as the research of new products and services. Cassie also has extensive experience with facilitating strategic planning sessions for member credit unions as well as the preparation of applications for charter conversion or expansion.

Cassie has a Bachelor of Science in Business Administration (B.S.B.A.) degree with an emphasis in Management from the University of Tennessee Martin and holds FINRA Series 7 and 63 securities licenses. She is also the President of the Middle Tennessee Chapter of Credit Unions where she has served as an officer for over nine years now. In her free time, she is either traveling to see a new national park or watching her daughter live her best equestrian life!

Trevor Nelson is VolCorp’s member experience liaison, assisting member credit unions in implementation of credit union products and services, special projects and strategic planning. Trevor is a West Virginia native, and graduate of West Virginia State University with a background in marketing, public relations and advertising. Before joining VolCorp, Trevor started his journey in the credit union movement as a business development specialist for Element Federal Credit Union.



Badges Must Be Worn

Badges are specially marked to determine admission to conference activities.


Casual to 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 $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. 

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 or has had exposure to COVID-19 is encouraged to stay home.