Education & Events

Get connected & sponsor a League event
Wisconsin's Credit Unions Unite for Good
Wisconsin Credit Union Foundation

YP Conference

This jam-packed day and half event is filled with robust learning opportunities designed specifically for young professionals within the credit union Movement.

Oct 26, 2018 08:00 AM   -­­  Oct 27, 2018 12:00 PM
CT
Location
Madison Concourse Hotel

One West Dayton Street

Madison
,
Wisconsin
53703


For More Information


p: 

c: 

Type of Event
In Person

Who Should Attend
  • Feature
  • In Person
  • YP Network

Register

Description

Be U LogoJoin young professionals from across the state for this jam-packed day and half event filled with robust learning opportunities designed especially for YPs within the credit union Movement. Network with other YPs and discover new strategies for connecting with your members and your community. Join us for the preconference meetup on Thursday, October 25. 

Download agenda >>

Agenda

Thursday, October 25

Pre-Conference Meetup

Friday, October 26

Registration & Continental Breakfast

8:00 am – 8:30 am

Welcome & Introductions

8:30 am – 9:00 am

Building Your Personal Brand

9:00 am – 10:30 am

Melanie Spring, Founder | Brand Confidence

Rock Your Personal Brand - When you walk into a room, do you make it brighter or darker? Many of us live beautiful lives, yet are miserable. But the opposite is also quite true. Those who live in the most miserable conditions tend to be the most beautiful human beings. It's time to take a deep look at ourselves and see the purpose we were given to live out in this lifetime. You'll walk away with ways to find your brand and live it out loud while also helping each other through whatever comes up. Go deep and get clear about who you are and what you really want out of life. Once you know your purpose, you can't help but thrive.

Learning Objectives

  • Identify your life's purpose
  • Find your personal brand
  • Make sure it fits the job you're doing
  • Match your insides with your outsides
  • Start telling YOUR story
Break

10:30 am – 10:45 am

Breakout Sessions (choose one)

10:45 am – 11:45 am

Advocacy in Action: Best Practices for Credit Union Advocacy

Jeremiah DeGollon, VP – Relationship Development & Advocacy | Summit Credit Union

At this session, learn best practices you can implement at your credit union to effectively drive credit union advocacy. As credit union employees, we are part of something bigger. Staff, volunteers, and members – we collectively work to protect and grow the credit union movement.

Learning Objectives

  • Learn how to get started with an advocacy plan
  • How to get internal buy-in
  • Get tips for Informing and engaging employees and members
  • Identify the resources and at your disposal
Diversify Your Membership Through Hispanic Outreach

Christine A. Moczynski, President & CEO | Prime Financial Credit Union
Colleen Jakubowski, Chief Operations Officer | Prime Financial Credit Union

Join us for an informal discussion on how credit unions can better diversify their membership to best represent the communities they serve.

Learning objectives:

  • Learn how to get a program started
  • Find ways to navigate through an action plan
  • Discuss of best practices
Meet & Eat

11:45 am – 1:15 pm

Meet with credit union executives over lunch. Engage in informal conversations with leaders from across the state. Get tips on how to manage leadership challenges and why a career in the Movement is so worthwhile.

Breakout Sessions (choose one)

1:30 pm – 2:30 pm

Cooperatives 101

Ethan Giebel, Member Business Loan Officer | Westby Co-op Credit Union

Credit unions are one of many sectors of business formed in a cooperative business structure. Cooperatives are formed to fill a need, are member owned and used and operated by seven distinct principles that often differentiate co-ops from other structures of business. Understanding the cooperative structure of our credit unions allows us to better communicate the benefits of being a member-owner of a credit union.

Learning Objectives

  • Discover the principle of cooperatives
  • Learn about other types of co-ops 
Fintech: Friend or Foe

Sam Das, Principal | CMFG Ventures - CUNA Mutual Group

Disruption is occurring in financial services, but with all the hype in the market, it can be hard to know how to respond. Are these startups disruptors or potential partners? What do Fintech startups mean for credit unions?

Learning Objectives

  • Discover Fintech trends Learn how CMFG Ventures is seeking opportunities for credit unions
  • Find out how credit unions can become involved
Break

2:30 pm – 2:45 pm

Drama Free Productivity: Accomplish More, Stress Less and Get Results

2:45 pm – 4:30 pm

Dennis McIntee, Change and Effectiveness Consultant | Leadership Development Group

Imagine being focused instead of lost in a sea of distractions. Imagine procrastinating less and actually finishing what you start. Imagine eliminating the stress and drama of busyness because you’re more organized. Our lives are filled with difficult problems. You deal with distractions, an inability to focus, and procrastination. You have lots to do and don’t get much done. You can fix this without putting in more hours and without working harder. The Drama Free Productivity System is where you learn the tools that eliminate the drama of overwhelm.

Learning Objectives

  • Discover the hidden formula that eliminates procrastination and boosts productivity.
  • Learn the skill of measuring backwards in order to increase confidence and creativity.
  • Discover how you can have all the time you need to get everything done using the Block 10 Time Management
  • Learn the three question framework that extracts wisdom from every experience. Increase your wisdom, increase your creativity.
Networking Reception at Credit Union House

5:00 pm – 7:00 pm

NOTE: RSVP for the reception when you register for the conference.

Dinner on Your Own

Saturday, October 27

Continental Breakfast

9:00 am –  9:30 am

Community Service Project

9:30 am – 12:00 pm

Adjournment

12:00 pm ​

Registration Fees 

$149.00 | Early bird before September 27, 2018

$179.00 | Regular

Lodging

Madison Concourse Hotel 
One West Dayton Street, Madison, WI 53703
p: (800) 356-8293
Room rate: Single/Double $165, Triple $175, Quad $185 plus tax
Room block expires: September 27, 2018
Mention the Wisconsin Credit Union League's room block when making your reservation.

Sponsors

Corporate Central Credit Union Logo

Federal Home Loan Bank of Chicago

Speakers

Sam Das, Principal | CMFG Ventures - CUNA Mutual Group

Sam invests in early stage fintech start-ups that are interested in serving the credit union industry. Core investment themes include digital lending, data analytics, financial education and protection, and digital distribution channels. As of December 31, 2017, CMFG Ventures has invested over $65 million across 12 portfolio companies.

Before joining CMFG Ventures, Sam was the founder and CEO of a fintech startup focused on personal savings. He previously served as an investment banker at firms including Houlihan Lokey and Fox-Pitt, Kelton where he completed transactions valued in excess of $10 billion involving companies like Principal Financial, AIG, MasterCard, Security Benefit and Lehman Brothers.

Jeremiah DeGollon, VP – Relationship Development & Advocacy | Summit Credit Union

Jeremiah has been serving the credit union movement for 20 years. In his role as Vice President of Relationship Development & Advocacy, he oversees strategic alliances, political and legislative advocacy, Co-op Connection, and corporate sponsorships. In addition to his role at Summit, Jeremiah serves as Chairman of the Board for STAR Credit Union, the only youth-chartered credit union in the world, Vice President with the Madison Area Chapter of Credit Unions Board. 

Ethan Giebel, Member Business Loan Officer | Westby Credit Union

Prior to working with Westby Credit Union as a Member Business Lender. Giebel was the Government and Educational Services Director at the Cooperative Network for three years.

Dennis McIntee, Change and Effectiveness Consultant | Leadership Development Group

Dennis is obsessed with eliminating the drama from teams so organizations can achieve their results faster with less stress. Dennis’ unique combination of experience of over 15 years of pastoral ministry, marriage and family therapy and working cross-culturally in Europe translates into powerful consulting, training and speaking services for his clients. Dennis’ Drama Free Process™ is now in use by organizations nation-wide.  

Melanie Spring, Founder | Brand Confidence

Melanie is an international speaker and facilitator and brings her charisma and confidence to humans worldwide. She’s so dedicated to her purpose that she once drove 7,000 miles in three weeks to find out why great brands work.