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Wisconsin's Credit Unions Unite for Good
Wisconsin Credit Union Foundation

Directors' Conference 2018

Credit union directors be sure to join us for this annual conference that will enhance your ability to meet the needs of your credit union.

Oct 19, 2018 08:30 AM   -­­  Oct 20, 2018 12:30 PM
CT
Location
The Abbey Resort

269 Fontana Boulevard

Fontana
,
Wisconsin
53125


For More Information


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Type of Event
In Person

Who Should Attend
  • In Person
  • Feature
  • Executive
  • Board Member

Register

Download the agenda >>

Agenda

Day 1 - October 19 

Registration & Continental Breakfast

8:30 am – 9:00 am

State of the League Address

9:00 am – 10:15 am

Brett Thompson, President & CEO | The League

Kick off the conference with an update from your League.

Learning Objectives

  • Get the latest updates on important League initiatives
  • Gain an inside perspective on industry trends impacting your role as a credit union leader.

Break

10:15 am – 10:30 am

An Army of Advocates: Telling Your Story

10:30–11:30 am

Sarah Wainscott, VP of Government Affairs | The League

Volunteers have a very important story to tell. They serve because they care about the Movement and about People Helping People. That is a powerful message for elected officials to hear. Volunteers are not paid lobbyists and are often the very constituents their representatives care about most.

Learning Objectives

  • Identify the key areas representatives want to hear most about credit unions
  • Learn why your story is so important to the Movement as a whole

How to Make Saving Fun - Saver’s Sweepstakes

11:30 am – 12:00 pm

Tara Krejcarek, Vice President - Strategic Partnerships | W.C.U.L. Services Corp.

By offering innovative and engaging savings products, credit unions can better meet the needs of consumers – across the income spectrum – who struggle to save money. This program is a tested, successful concept in which savers earn chances to win by making savings deposits.

Learning Objectives

  • Discover how this program has been successful in credit unions around the country
  • Learn how your members can benefit from a program like this

Lunch

12:00 pm – 1:00 pm

Ethics—Nobody Needs it… Until They Get Caught

1:00 pm – 2:00 pm

Dr. Dale Henry,  Professional Speaker | Your Best Unlimited

This is a must session for everyone in a leadership role. It is the most misunderstood and most slippery slope of organizational empowerment. No one really gets hurt by twisting the truth a little – right? Everyone wants to do the right thing – right? Most of the time…we want to do the easy thing.

Learning Objectives

  • Get a new understanding of the power of self-ethical monitoring
  • Learn how the easy thing can be a slippery slope and how to stay on the right ethical path

Break

2:00 pm – 2:15 pm

Transforming the Credit Union Business Model for the 21st Century

2:15 pm – 3:15 pm

Jennifer Henning, Chief Financial Officer | a Louisville Credit Union

The landscape is changing. It’s time to review recent threats to the Movement, as well as, potential future threats. We’ll take a forward look that will explore the credit union value proposition and its ability to contend with the new competition. It is no longer relevant to only label other credit unions and community banks as our competition; we must begin to operate at Silicon Valley speed.

Learning Objectives

  • Get a dynamic overview of the Movement
  • Examine recent and future competition
  • Learn what your credit union can do to continue its relevance into the future

Does Your Credit Union Reflect Your Community?

3:15 pm – 4:30 pm

Josh Roberts, Vice President of System Collaboration & Development

Cocktail Reception

5:00 pm – 5:30 pm

Dinner

5:30 pm–6:30 pm

“Ten Cans” Change Requires an Opener

6:30 pm – 7:00 pm

Dr. Dale Henry,  Professional Speaker | Your Best Unlimited

You have heard all the stuff – right? Embrace Change! Go with the flow! Stand in one place too long and you’ll fall behind! If you are green, you are growing, and if you are ripe, you rot! Getting better really means getting better at accepting change. Organizations that create value create their own markets into the future. True change happens when success is achieved in front of the economic curve–not behind it. We’ll explore the Ten Cans of Change and why our job as leaders is to become the Opener.

Day 2 - October 20

Registration & Continental Breakfast

8:30 am – 9:00 am

From Net Worth to Liquidity, Why It All Matters

9:00 am – 10:00 am

Jennifer Henning, Chief Financial Officer | a Louisville Credit Union

Risk Management Programs have many components and it’s often confusing to work your way through all of its nuances.

Learning Objectives

  • Identify the components of a risk management program
  • Learn about the process of a Risk Focused Examination that includes pertinent offsite monitoring techniques (and the importance of accurate Call Reporting) and onsite baseline and expanded examination procedures
  • Get a thorough understanding of each element in the CAMEL rating
  • Learn about the 7 risks to credit unions as defined by the NCUA
  • Evaluate some emerging risks for credit unions and learn what you can do about them

Break

10:00 am – 10:15 am

Big Data and Content Marketing, Technology in the 21st Century

10:15 am– 11:30 am  

Jennifer Henning, Chief Financial Officer | Class Act Federal Credit Union

Data analytics not only helps in streamlining processes which result in a superior member experience, it can be used to create a more effective, less costly marketing plan.

Learning Objectives

  • Learn how to move forward in the big data movement and get a step by step process for implementation
  • Discover how to couple the power of data with a robust content marketing program so your credit union will be able to reach a greater audience with laser sharp focus on its specific wants and needs

Lunch

11:30 am – 12:30 pm

Adjourn

12:30 pm 

Speakers

Jennifer Henning, Chief Financial Officer | Class Act Federal Credit Union

Jennifer Henning has more than 20 years of experience in the financial services industry. She currently serves as Chief Financial Officer for an educator’s credit union in Louisville, Kentucky. During her tenure, she helped grow the credit union from $160mm in assets (2012) to $2017mm in assets at present. This growth helped fuel an improvement in the loan to share ratio of 1724 basis points. She is a former federal regulator serving during the years of the housing crisis, performing examinations of banks during the week and closing them on the weekends. Jennifer lives in Louisville, Kentucky with her husband who is currently completing his 20 years of service with the U.S. Army and her two amazing sons.

Dr. Dale Henry, Professional Speaker | Your Best Unlimited

Dale grew up in the foothills of the Smoky Mountains, an area that is bountiful in two things—hospitality and story-telling. He has been a teacher, principal, Dean of the oldest college in Tennessee, a businessman, author and a speaker and trainer. Dale has been in customer service over half his life. His story-telling ability propelled him as a teacher. This, combined with his customer service and unique ability to captivate audiences, has sky-rocketed Dale in his speaking career. Since he began speaking just a few short years ago, corporate, government, and educational agencies call on Dale regularly to have him train their professionals. His client list is a virtual who’s who of the top business and agencies in the nation. Dale is a master teacher in every aspect of the term, and he is what motivational speakers aspire to become.

Registration Fees

$399 | Early bird before September 19
$429 | Regular

$299.00 | CEO Early bird 
$329.00 | CEO Regular

$249 | YP Director Early Bird
$279 | YP Director Regular

$140 | Guest (includes dinner and two lunches)
$85 | Guest (includes dinner only)

Lodging

The Abbey Resort

269 Fontana Boulevard, Fontana, WI 53125 
p: (800) 709-1323 
Rate: Single/Double $135, plus resort fee and taxes 
Room block expires: October 12, 2018