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Executive Forum
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| 5:30 p.m. | Networking Reception |
FRIDAY, MAY 12
| 7:30 a.m. | Breakfast |
| 8:25 a.m. | Welcome & Announcements |
| 8:30 a.m. | General Session |
| 9:30 a.m. | General Session |
| 10:30 a.m. | Morning Break |
| 10:45 a.m. | General Session |
| 11:45 p.m. | Lunch w. Legislative Update - Kyle Hagerty, Kentucky Credit Union League |
| 12:30 p.m. | Roundtable Discussion |
| 1:30 p.m. | General Session |
| 2:30 p.m. | Closing Remarks |
REGISTRATION
Education Sessions
| Conference Attendee | $489.00 |
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
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.
RESERVE YOUR ROOM
EDUCATION SESSIONS
Topics/Speakers will be added as they are confirmed.
SHIFTS IMPACTING LENDING AND WHAT WE CAN DO TO PREPARE
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.
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
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.
25 IDEAS THAT ARE WORKING FOR CREDIT UNIONS
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.
ROUNDTABLE DISCUSSION
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.
GENERAL INFORMATION
Badges Must Be Worn
Badges are specially marked to determine admission to conference activities.
Attire
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.
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.
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