Executive Forum
May 11-12, 2023 | Embassy Suites by Hilton Bowling Green | Bowling Green, KYEmbassy Suites by Hilton Bowling Green 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. WHO SHOULD ATTEND: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. PREMIER PARTNER
ELITE CORPORATE SPONSOR
EVENT SCHEDULEAll times are on CENTRAL TIME. THURSDAY, MAY 11 Sponsored by:
FRIDAY, MAY 12
REGISTRATIONEducation Sessions
SCHOLARSHIPS ARE AVAILABLE. To apply for a scholarship, please click here. HOTEL
We have secured a room block at the following hotel: Embassy Suites by Hilton Bowling Green ROOM RATE: $139 per night Reservations on a first-come, first-serve basis. RESERVE YOUR ROOMEDUCATION SESSIONSTopics/Speakers will be added as they are confirmed. CAN CREDIT UNION SYSTEM AS A SERVICE (CUSaaS) TRANSFORM OUR APPROACH TO EMBEDDED FINANCE?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
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. SHIFTS IMPACTING LENDING AND WHAT WE CAN DO TO PREPAREA 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’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. RE-INTRODUCING CHARLES A. VICE, NCUA DIRECTOR OF FINTECH AND ACCESS 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
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.
25 IDEAS THAT ARE WORKING FOR CREDIT UNIONSRegardless 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
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. ROUNDTABLE DISCUSSIONLearn from and share ideas with your credit union peers! Explore solutions to tough issues facing credit unions including:
Meet the Facilitators
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!
GENERAL INFORMATIONBadges Must Be WornBadges are specially marked to determine admission to conference activities. AttireCasual to Business casual. Be sure to bring a sweater or light jacket, as personal comfort levels may vary. Cancellation PolicyRefunds 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 ConductThe 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 WellnessThe 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. |