2017 Annual Meeting & Expo- Fort Worth, TX
Schedule at a Glance
Monday, April 10, 2017
12:00 p.m.
1:00 p.m.
Putting Fore a Purpose Golf Tournament
Golfers Lunch
Shotgun Start
3:00 p.m. – 6:30 p.m.
Annual Meeting & Expo Registration
CSR Initiative: Shoe Drive (collection at registration & EXPO)
Tuesday, April 11, 2017- Day One
7:30 a.m. – 5:30 p.m.
Annual Meeting Registration- Attendees
7:30 a.m. – 5:30 p.m.
Expo Registration – Exhibitors
8:00 a.m. – 9:00 a.m.
CEO Breakfast (RSVP Requested)
Business Casual
Sponsored by
8:00 a.m. – 9:00 a.m.
Volunteers Breakfast
8:30 a.m. – 9:00 a.m.
Coffee Corner
Sponsored by
9:00 a.m. – 9:30 a.m.
Continental Breakfast
9:30 a.m. – 11:30 a.m. Welcome & Opening General Session featuring:
Andy Andrews
11:30 a.m. – 12:45 p.m. Lunch On Own (options available at Hotel)
1:00 p.m. – 2:00 p.m.
Concurrent 1
1. 10 Questions All Financial Institutions Should Ask Before Investing in New Tech
Brad Smith, Cornerstone Advisors
2. Loan Growth & Compliance Pitfalls
Jim Bullard, CUNA Mutual Group
Sponsored by
3. Cybersecurity & an OMNI-Channel Shield
Sundeep Kapur, Digital Credence, Inc.
4. CEO Mass Exodus: What’s Your Gen Y Succession Plan
Aaron Gregerson, MarketMatch
5. Squirrels and Shiny Objects. Stop Chasing, and Make Innovation Work
Andrew Downin, Filene Research Institute
6. Board Succession Planning
Tom Glatt, Glatt Consulting Group, Inc.
7. Vendor Presentation
Moving IT from Cost Center to Strategic Business Enablers
Facilitated by Jack Smith,
Tuesday, April 11, 2017- Day One
(Cont.)
2:00 p.m. – 2:30 p.m.
Refreshment Break & Delegate Registration
2:30 p.m. – 3:45 p.m.
Annual Business Meeting
4:00 p.m. – 5:00 p.m.
Concurrent 2
8. Assessing Lending & Process Productivity
Brad Smith, Cornerstone Advisors
9. Technology Panel: Collaboration to Combat Cyber Threats and Vulnerabilities
Idrees Rafiq, Credit Union Resources, Inc.
10. Growing Share of Wallet with Existing Members: Focusing on the Bird in Hand
Sundeep Kapur, Digital Credence, Inc.
11. The Power of Membership – Member Activation Program (MAP)
Jim Phelps, Cornerstone Credit Union League
12. Blockchain Disruption and its Impact on Credit Unions
Dean Borland, Credit Union Resources, Inc.
13. Governance Strategy
Tom Glatt, Glatt Consulting Group, Inc.
14. Vendor Presentation
IT Audit: Getting the Most Out of IT Risk Assessment
Kjerstin E. Barley,
Wednesday, April 12, 2017- Day Two
7:30 a.m. – 3:30 p.m.
Annual Meeting Registration
7:30 a.m. – 8:00 a.m.
Coffee Corner
Casual (jean acceptable)
Sponsored by
8:00 a.m. – 8:30 a.m.
Continental Breakfast
9:00 a.m. – 4:00 p.m.
Guest Program – Historic Fort Worth Tour
8:30 a.m. – 10:00 a.m. General Session
10:00 a.m. – 11:45 p.m. EXPO Hall
11:45 p.m. – 1:30 p.m. Lunch provided (ticket given at registration)
1:30 p.m. – 3:45 p.m.
EXPO Hall
Industry Insights (Peer to Peer Hot Topic Discussions in Expo Hall)
2:30 p.m.
Ice Cream Social (in EXPO Hall)
3:30 p.m.
Prize Drawings in Expo Hall
4:00 p.m. – 5:00 p.m.
Concurrent 3
15. Positively Negotiate Workplace Drama: Stop Complainers & Energy Drainers to Get More Done
Linda Swindling, Journey On
16. Who Moved My Members? Transforming Branches and Retail Engagement
David Peterson, i7strategies
Wednesday, April 12, 2017- Day Two
4:00 p.m. – 5:00 p.m.
(cont.)
Concurrent 3 (cont.)
17. Lessons from the World’s Mobile Experience Leaders
Dave DeFazio, Catalyst Corporate FCU
Sponsored by
18. Strategy is Everyone’s Business – Especially the Rising Executive’s
Jeff Rendel, Rising Above Enterprises
19. Understanding the Military Lending Act: Now and Later
Nate Behncke, Cornerstone Credit Union League
20. Takin’ Care of Business: Panel Discussion on Credit Unions & Business Services
Dean Borland, Credit Union Resources, Inc.
Sponsored by
21. The Five Most Important Roles of a Credit Union Director
Jim Kasch, Canidae Consulting
6:00 p.m.
Taste of Fort Worth Reception (dinner ticket required)
6:30 p.m. – 10:00 p.m. Denim & Diamonds: Awards Dinner, Foundation Auction & Party
Reception & Dinner Sponsored by
Thursday, April 13, 2017- Day Three
Business Casual
*Hotel Check out prior to sessions for those departing
8:30 a.m. – 9:00 a.m.
Coffee Corner
Sponsored by
9:00 a.m. – 9:30 a.m.
Hot Breakfast
9:30 a.m. – 11:30 a.m. CU Talks (thought provoking speakers offering quick insights)
• David Peterson: How New Technology Becomes an Entitlement
• Jim Kasch: Getting Younger- Attract, Serve & Retain Millennial Members
• Linda Swindling: Destination Connection: Engage. Encourage. Enhance
• Jeff Rendel: 50 Ideas from 50 Credit Unions in 50 States
11:30 a.m.
Prize Drawing
CU Talks & Prize Drawing Sponsored by