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23rd Annual CUNA CFO Council Conference

Rosen Centre Hotel | Orlando, FL | May 21 – 24, 2017

Agenda

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Time
Session
 
8:00 a.m. – 7:00 p.m.

CONFERENCE REGISTRATION

9:00 a.m. – Noon

PRE-CONFERENCE WORKSHOP – Creating a Better Version of Yourself

Mike Jones, President & Master Trainer, Discover Leadership Training, Houston, TX

It only takes one person to be the Positive Game Changer in every relationship. The question that Mike Jones will get you to ask yourself, during this introspective deep dive is “Why Not You?” and more importantly “Why Not Now”? Sure you’ve done a lot to create the success you’ve achieved to this point and yet you know there is more, or perhaps a different way to make a bigger impact. We’ve uncovered that the average person only utilizes 10% of their potential during their lifetime. We recognize that you are clearly not average; however we will show you where you are still leaving some of your potential on the table.  Mike submits that every last one of us occupies the largest room in the house … and that is the room for improvement.
 
Jones, a transformational expert, will show you what is in your blind spot, which is where all new possibilities for growth exist. He will challenge your thinking, not by talking about concepts, rather by having you experience first-hand how the choices that you have been making may not truly be focused on the outcome.

9:00 a.m. – Noon

PRE-CONFERENCE WORKSHOP – In the Weeds with Derivatives

Emily Hollis, CEO, ALM First Financial Advisors, LLC, Dallas, TX

Interested in hedging your balance sheet? This session covers the “nitty gritty” aspects of the NCUA derivative service. In the weeds with derivatives is a moderate to advanced session although it will start with a brief overview of hedging and the vehicles that are authorized under Part 703 NCUA regulations. The session will commence with the advantages of hedging and how to explain these to you board. Up next, the session will dive into hedging analytics and strategies touching upon the benefits of hedging versus borrowing, setting hedge limits and comparing the use of hedging vehicles in order to optimize NCUA regulatory limits.

Deeper in the weeds discussions cover the hedging effect and cost of select strategies and NEV results with and without derivatives. The session will touch upon counterparty contracts, collateral requirements, budgets and expected costs, and ongoing back office functions. We will emerge out of the weeds finishing with an overview of the analytics that need to be included in the NCUA application and questions they might ask. 

1:00 – 3:00 p.m.

CFO EXCHANGE

The CFO Exchange is now sold out. 04/27/17

Moderator: Steve Arbaugh, CFO, SECU, Linthicum, MD

The CFO Exchange is an opportunity to discuss ideas, best practices and knowledge with other credit union professionals. This session will provide a forum to network in a smaller group setting. Steve Arbaugh from SECU will moderate the session and discussions.  Registration will be limited to the first 35 attendees.

3:15 – 4:00 p.m.

FIRST TIME ATTENDEE ORIENTATION

4:15 – 4:30 p.m.

OPENING REMARKS

4:30 – 5:30 p.m.

KEYNOTE ADDRESS – Nothing Changes Until You Do: Navigate Change and Enhance Resilience by Taking Ownership

Mike Robbins, Author and Leadership Expert, Novato, CA

Wherever we go in life, there we are. We usually can’t change others or even the circumstances around us, we can only change ourselves. The one constant in the midst of all of the change, stress and uncertainty we face in business and life is us. When we take ownership and responsibility for our experience, we not only make it easier to navigate the changes we face, we can empower ourselves and those around us to be authentically successful, regardless of the circumstances. This program, which is based on the core principles of Mike Robbins’ latest book, Nothing Changes Until You Do, along with his research and experience over the past 15 years, illustrates exactly how individuals, leaders and teams can navigate change successfully and thrive in the process.

5:30 – 7:00 p.m.

WELCOME RECEPTION – Meet your Sponsors

Time
Session
 
7:00 a.m. – 4:30 p.m.

WELCOME CENTER

Conference Registration
Sponsor Area
Internet Café

7:00 – 7:45 a.m.

BREAKFAST – Visit with Sponsors

7:45 – 8:00 a.m.

CONFERENCE WELCOME

8:00 – 9:00 a.m.

GENERAL SESSION – Market Signals: What the Financial Markets Are Telling Us Now

Peter Ricchiuti, Wall Street Investment Visionary and Entertaining Finance Speaker, New Orleans, LA

If the majority of people were right, the majority of people would be rich...and they're not!" Following the herd has rarely produced superior long-term results. Tulane University's Peter will share his informative and entertaining perspective on financial markets, the importance of proper diversification, and the cyclical nature of both stocks and investment sectors. He will also tell us about the unusual securities research program he heads up with his students.

9:00 – 9:15 a.m.

Pass Time to Breakout Sessions

9:15 – 10:15 a.m.

7 Competencies of a Strategic CFO (session repeats)

Rob Johnson, EVP/Principal, c. myers, Phoenix, AZ
Sally Myers, CEO/Principal, c. myers, Phoenix, AZ


To remain relevant and sustainable, credit unions need CFOs who are consistently helping key stakeholders link strategy and A/LM with the credit union’s desired measures of success. Strategic CFOs are diligent forward-thinkers. They consistently strive to anticipate problems before they arise and see opportunities timely. This is absolutely critical in an environment in which traditional and non-traditional competition is counting the right business every day, and turning customer data into actionable business intelligence, real time.

9:15 – 10:15 a.m.

Current Expected Credit Loss Model (session repeats)

Frank Wilary, Principal, Wilary Winn Risk Management, LLC, St. Paul, MN
Douglas Winn, President, Wilary Winn Risk Management, LLC, St. Paul, MN


Wilary Winn will lead a session on implementing the CECL model in practical ways.  The session will address the types of credit loss models that a credit union can use and the type of information required to develop assumption inputs depending on the model(s) it plans to select. We will detail the advantages and disadvantages of the various models that can be utilized and the reasons we selected discounted cash flow for residential real estate and consumer loans. We will describe how to form predictive data pools and the pluses and minuses of increasing granularity. In addition to models and pool formation, we will discuss the macroeconomic data to collect including where to find it and the advantages and disadvantages of various sources including cost and data limitations.  

This session is not designed to be a rehash of the required accounting standard. It is instead designed to provide attendees with a practical, real world understanding of how to begin implementing CECL in their credit union, including the data they need to accumulate.  

9:15 – 10:15 a.m.

Understanding Cybersecurity Vulnerabilities and Protections (session repeats)

Joni Lovingood, P&C Specialist CUNA Mutual Group, Madison, WI

Data breaches can lead to significant costs and reputational risks for your credit union. Cybersecurity trends are continuously evolving and incident response planning can help ensure your entire organization is prepared for a breach. Join this session to learn:

  • What constitutes a data breach, as well as breach trends and credit union specific statistics.
  • How to leverage robust risk management services and coverage that come with the Beazley policy.
  • Best practices for managing a data breach crisis and understand the steps needed to protect your organization and maintain members’ trust.
9:15 – 10:15 a.m.

Dollar Rolls (session does not repeat)

Emily Hollis, CEO, ALM First Financial Advisors, LLC, Dallas, TX

A dollar roll or dollar reverse repurchase agreement is simply a transaction where a financial institution sells a mortgage backed pass-through security to a dealer while simultaneously agreeing to repurchase a similar security in the future at a predetermined price. This type of transaction amounts to a short term financing as the financial institution has use of the sale proceeds for the term of the agreement. Another advantage can be arbitrage income. Understanding dollar roll fundamentals and the mechanics of the to-be-announced (TBA) mortgage backed securities market not only adds to the financing tool box for financial institutions but can shed light on asset valuations and aid in the trading and settlement process.

This session addresses the fundamentals and math behind the use of dollar rolls. The session will also touch upon the income they can provide and the advantages and disadvantages of these trades.

10:15 – 10:45 a.m.

NETWORKING BREAK – Visit with Sponsors

10:45 – 11:00 a. m.

Pass Time to Breakout Sessions

11:00 a.m. – Noon

7 Competencies of a Strategic CFO

Rob Johnson, EVP/Principal, c. myers, Phoenix, AZ
Sally Myers, CEO/Principal, c. myers, Phoenix, AZ


To remain relevant and sustainable, credit unions need CFOs who are consistently helping key stakeholders link strategy and A/LM with the credit union’s desired measures of success. Strategic CFOs are diligent forward-thinkers. They consistently strive to anticipate problems before they arise and see opportunities timely. This is absolutely critical in an environment in which traditional and non-traditional competition is counting the right business every day, and turning customer data into actionable business intelligence, real time.

11:00 a.m. – Noon

Current Expected Credit Loss Model

Frank Wilary, Principal, Wilary Winn Risk Management, LLC, St. Paul, MN
Douglas Winn, President, Wilary Winn Risk Management, LLC, St. Paul, MN


Wilary Winn will lead a session on implementing the CECL model in practical ways.  The session will address the types of credit loss models that a credit union can use and the type of information required to develop assumption inputs depending on the model(s) it plans to select. We will detail the advantages and disadvantages of the various models that can be utilized and the reasons we selected discounted cash flow for residential real estate and consumer loans. We will describe how to form predictive data pools and the pluses and minuses of increasing granularity. In addition to models and pool formation, we will discuss the macroeconomic data to collect including where to find it and the advantages and disadvantages of various sources including cost and data limitations.  

This session is not designed to be a rehash of the required accounting standard. It is instead designed to provide attendees with a practical, real world understanding of how to begin implementing CECL in their credit union, including the data they need to accumulate.  

11:00 a.m. – Noon

Understanding Cybersecurity Vulnerabilities and Protections

Joni Lovingood, P&C Specialist CUNA Mutual Group, Madison, WI

Data breaches can lead to significant costs and reputational risks for your credit union. Cybersecurity trends are continuously evolving and incident response planning can help ensure your entire organization is prepared for a breach. Join this session to learn:

  • What constitutes a data breach, as well as breach trends and credit union specific statistics.
  • How to leverage robust risk management services and coverage that come with the Beazley policy.
  • Best practices for managing a data breach crisis and understand the steps needed to protect your organization and maintain members’ trust.
11:00 a.m. – Noon

Three Keys to Managing Risk and Capital in Your Credit Union: Setting Your Risk Appetite (session does not repeat)

Ancin Cooley, Principal, Synergy CU Consulting, Inc., Chicago, IL

In this session, Synergy Credit Union Consulting will discuss how you can improve income and effectively manage risk by setting your institution’s risk appetite, improving talent management, and understanding your institution biases. Session highlights: learn how to define your institution’s risk appetite; develop policies and procedures that support your risk management framework; effectively manage talent risk; learn how to identify and confront the common biases that affect you credit union’s decisions.

12:00 – 1:15 p.m.

MEMBERSHIP LUNCHEON (open to all attendees and sponsors)

1:15 – 1:30 p.m.

Pass Time to Breakout Sessions

1:30 – 2:30 p.m.

Fundamentals of Credit Union Investment Management and Strategy (session repeats)

Steven Houle, VP Advisory Service, Catalyst Strategic Solutions, Plano, TX

Investment portfolio management is critical to a credit union's earnings, liquidity and risk management. This presentation will focus on the fundamentals of the key fixed income sectors credit unions invest in and the portfolio strategies most commonly used. It will also include a discussion of the current market and rate environment and where there is strong relative value.

 

1:30 – 2:30 p.m.

Back by Popular Demand – Excelling with Excel (session repeats)

Ryan Fisher, VP Finance/Accounting, University of Illinois Community CU, Champaign, IL   
Matt Lehman, Controller, Everence FCU, Lancaster, PA
Brandon Smith, CFO, Reliant FCU, Casper, WY


An in-depth look into how Excel can automate everyday processes, analyze vast amounts of data, and optimize the decision-making process. This session will explore the advanced formulas and VBA coding already built into Excel as well as powerful add-ins like the Power BI Suite and Crystal Ball.

1:30 – 2:30 p.m.

The Art of Agenda-Sizing (session repeats)

Doug Olsen, Independent Consultant/Corporate Speaker, Colorado Springs, CO

Meetings, meetings, meetings. Often that is a derogatory term, which simply produces stress, and a general feeling of 'was that really worth my time?' This seminar is geared to reverse the traditional negative connotation of a meeting and energize it through a process known as "agenda-sizing". This practical, hands-on breakout session will not only leave you equipped for a more effective session, but actually have you looking forward to the opportunity to gather with colleagues and have a meaningful time of collaboration, and maybe even some fun.

1:30 – 2:30 p.m.

Are You Making Money in Your Indirect Lending Program? (session does not repeat)

Jason Scott, CPA, EMBA, VP Performance & Planning Analytics, Security Service FCU, San Antonio, TX

In this session we will look at the components that make up profitability of an indirect loan breaking down origination and servicing cost and understanding how LTV, DTI, New/Used, and term affect chargeoffs. We will also get into detail how flats and spreads affect profitability and the impact of the CFPB on this practice. We will look at ways to have the portfolio analyzed by third parties to determine the market value of the loan portfolio.

2:30 – 3:00 p.m.

NETWORKING BREAK - Visit with Sponsors

3:00 – 3:15 p.m.

Pass Time to Breakout Sessions

3:15 – 4:15 p.m.

Fundamentals of Credit Union Investment Management and Strategy

Steven Houle, VP Advisory Service, Catalyst Strategic Solutions, Plano, TX

Investment portfolio management is critical to a credit union's earnings, liquidity and risk management. This presentation will focus on the fundamentals of the key fixed income sectors credit unions invest in and the portfolio strategies most commonly used. It will also include a discussion of the current market and rate environment and where there is strong relative value.

3:15 – 4:15 p.m.

Back by Popular Demand – Excelling with Excel

Ryan Fisher, VP Finance/Accounting, University of Illinois Community CU, Champaign, IL   
Matt Lehman, Controller, Everence FCU, Lancaster, PA
Brandon Smith, CFO, Reliant FCU, Casper, WY


An in-depth look into how Excel can automate everyday processes, analyze vast amounts of data, and optimize the decision-making process. This session will explore the advanced formulas and VBA coding already built into Excel as well as powerful add-ins like the Power BI Suite and Crystal Ball.

3:15 – 4:15 p.m.

The Art of Agenda-Sizing

Doug Olsen, Independent Consultant/Corporate Speaker, Colorado Springs, CO

Meetings, meetings, meetings. Often that is a derogatory term, which simply produces stress, and a general feeling of 'was that really worth my time?' This seminar is geared to reverse the traditional negative connotation of a meeting and energize it through a process known as "agenda-sizing". This practical, hands-on breakout session will not only leave you equipped for a more effective session, but actually have you looking forward to the opportunity to gather with colleagues and have a meaningful time of collaboration, and maybe even some fun.

3:15 – 4:15 p.m.

Diversify your Balance Sheet with SBA/USDA Guaranteed Loans (session does not repeat)

Benjamin Clark, SVP/Head of Financial Strategies, FTN Financial, Houston, TX

Explore the benefits of utilizing government guaranteed loan programs available through the Small Business Administration and United State Department of Agriculture.

Learn how to use SBA/USDA lending programs and the secondary market as a strategic advantage to capture market share in lending footprint. Added benefits such as reduction in credit risk exposure, generation of fee and premium income, and the ability to safely leverage the loan portfolio through the sale of the guaranteed portions.

Explore secondary market guaranteed loans as an alternative to traditional loan participations for credit unions that need safe, high quality assets. Investment risks and regulatory concerns will be discussed in detail.

4:15 – 4:30 p.m.

Pass Time to Breakout Sessions

4:30 – 5:20 p.m.

BONUS SESSION – Thomson Reuters Checkpoint™ – Your Place for Answers

Christine Abdalla, CSM Manager, Thomson Reuters, Hoboken, NJ
German Hernandez, Client Service Manager, Research, Thomson Reuters, Jacksonville, FL
Troy D. Morris, Account Manager, Northern Midwest, Thomson Reuters, Ann Arbor, MI

Learn how to easily navigate around in the Checkpoint™ online resource that is a part of your CFO Council membership! AICPA, FASB, GAAP and Payroll resources are available to you and easily accessible from our CFO Council’s website. In this session, a brief overview of Checkpoint™ will be provided as well as tips and guidance on navigating and using this online resource for research on accounting and payroll issues. The Catalyst GAAP product will also be highlighted for the members! All members attending this session will qualify for 1 hour of CPE.

 

5:30 – 7:30 p.m.

SOCIAL EVENT – Casino Night

Join us for an evening on fun, food and your favorite casino games. This is a great time to network with your peers in a relaxed setting. There will be prize drawings! You can sign up a guest at no charge.

Time
Session
 
7:00 a.m.– 4:00 p.m.

WELCOME CENTER

Conference Registration
Sponsor Area
Internet Café

7:00 – 7:45 a.m.

BREAKFAST – Visit with Sponsors

7:45 – 8:00 a.m.

MORNING ANNOUNCEMENTS

8:00 - 9:00 a.m.

GENERAL SESSION – How to Drive Results from your Data Analytics

John Best, CEO, Best Innovation Group, Denver, CO

Data Analytics, everyone agrees that you need it? But what do you do with it once you have it? Join John as he discusses 3 specific examples of using data from data analytics to improve your credit unions performance.

9:00 – 9:15 a.m.

Pass Time to Breakout Sessions

9:15 – 10:15 a.m.

Beyond CFO – Secrets to Success for The Next Big Step (session repeats)

Brandon Michaels, President/CEO, Mazuma CU, Overland Park, KS
Jason Peach, President/CEO, West Community CU, O’Fallon, MO
Suzanne Weinstein, President/CEO, Orlando FCU, Orlando, FL


You have the drive and desire to lead your credit union at the highest level. But how can you best position yourself to gain that opportunity? The secret to success lies beyond your financial expertise. Three CEOs share their recent experiences and insight on how building a personal brand, extensive networking, educational and leadership experiences helped them move from CFO to CEO.
                                                               

9:15 – 10:15 a.m.

The Present and Future of Card Skimming in an EMV World (session repeats)

Mark Solomon, Detective, Greenwich PD, Seymour, CT

This presentation will look at the currently technology that is being used to steal members debit card and PIN data and how credit unions can take a proactive approach in combating and preventing ATM Skimming. The session will also look at EMV technology and what impact it will have on fraud going forward.

 

9:15 – 10:15 a.m.

Utilizing Reporting and Analytics to Improve Financial Performance (session repeats)

Ken Levey, VP, Kaufman Hall, Scottsdale, AZ
Bryan Ridgway, Senior Solutions Engineer, Kaufman Hall, Scottsdale, AZ


In order for financial institutions to create a competitive advantage in today’s complicated financial institution environment, their reporting processes must evolve to include historical, projected and optimal analytical components. This session will present best practices for analyzing your data to help you understand the drivers of your performance, to use those drivers to better project and analyze your forecasted performance and to make better strategic and tactical decisions.

9:15 – 10:15 a.m.

Mergers and Acquisitions – Where’s the Value? (session does not repeat)

David D Ritter, Shareholder, Doeren Mayhew, Troy, MI

This session will discuss the trends and future credit union merger expectation. Uncover the qualitative and quantitative strategic rationale in today’s credit union merger environment. Learn the critical factors to creating a valuable merger strategy and how to overcome the hurdles along to position the combined entity for success in the future. Gain insight to the milestones of the merger process from concept to post-merger integration, including planning, prospecting analysis, introductions, transaction analysis, negotiations and structuring, regulatory requirements and integration.

10:15 – 10:45 a.m.

NETWORKING BREAK – Visit with Sponsors

10:45 – 11:00 a.m.

Pass Time to Breakout Sessions

11:00 a.m. – Noon

Beyond CFO – Secrets to Success for The Next Big Step

Brandon Michaels, President/CEO, Mazuma CU, Overland Park, KS
Jason Peach, President/CEO, West Community CU, O’Fallon, MO
Suzanne Weinstein, President/CEO, Orlando FCU, Orlando, FL


You have the drive and desire to lead your credit union at the highest level. But how can you best position yourself to gain that opportunity? The secret to success lies beyond your financial expertise. Three CEOs share their recent experiences and insight on how building a personal brand, extensive networking, educational and leadership experiences helped them move from CFO to CEO.

 

11:00 a.m. – Noon

The Present and Future of Card Skimming in an EMV World

Mark Solomon, Detective, Greenwich PD, Seymour, CT

This presentation will look at the currently technology that is being used to steal members debit card and PIN data and how credit unions can take a proactive approach in combating and preventing ATM Skimming. The session will also look at EMV technology and what impact it will have on fraud going forward.

11:00 a.m. – Noon

Utilizing Reporting and Analytics to Improve Financial Performance (session repeats)

Ken Levey, VP, Kaufman Hall, Scottsdale, AZ
Bryan Ridgway, Senior Solutions Engineer, Kaufman Hall, Scottsdale, AZ


In order for financial institutions to create a competitive advantage in today’s complicated financial institution environment, their reporting processes must evolve to include historical, projected and optimal analytical components. This session will present best practices for analyzing your data to help you understand the drivers of your performance, to use those drivers to better project and analyze your forecasted performance and to make better strategic and tactical decisions.

11:00 a.m. – Noon

Membership Growth Opportunities Through Mergers and Acquisitions (session does not repeat)

Jon Hehli, EVP/CFO, Royal CU, Eau Claire, WI
Brandon Riechers, EVP/CLO, Royal CU, Eau Claire, WI


Considering a credit union merger, bank acquisition, or bank branch acquisition? This session goes through a framework to help decide which opportunity might be right for you.
In addition, learn about how opportunities become available, how to be prepared for them with the right tools and resources, and the execution of the plan.

Noon – 1:00 p.m.

NETWORKING LUNCH

1:00 – 1:15 p.m.

Pass Time to Breakout Sessions

1:15 – 2:15 p.m.

CECL CFO Roundtable (session repeats)

Susan Gruber, SVP/CFO, Patelco CU, Pleasanton, CA
Ashlee Micale, CFO, San Diego County CU, San Diego, CA
Julie Renderos, EVP/CFO, Suncoast CU, Tampa, FL
Moderator: Peg Lamb, SVP/CFO, People Driven CU, Southfield, MI


A panel of CFOs will share how their credit unions are preparing for CECL. Considerations, potential pitfalls and best practices will be discussed with a Q&A session at the end.

 

1:15 – 2:15 p.m.

Employee Engagement Meets Talent Development (session repeats)

Peter Myers, SVP, DDJ Myers, Phoenix, AZ

Only 40% of Millennials feel strongly connected to their company’s mission, 60% are open to new job opportunities, and the majority of baby boomers will retire within the next ten years. The nation, and especially credit unions, are faced with the strategic imperative to address the talent development gap and level of disengagement between the current executive generation and the future leaders of our credit unions.

Tying directly into the next generation’s professional growth aspirations through a generative, yet systematic, process will breed long-term loyalty and commitment. This presentation will outline an executive and management succession development process that will engage employees in pragmatic and values driven conversations where individual and organizational priorities intersect.

1:15 – 2:15 p.m.

Preparing your ALM Model and Process for Rising Rates (session does not repeat)

Christine Mills, SVP, McGuire Performance Solutions, Omaha, NE
Madonna Ritter, SVP, McGuire Performance Solutions, Omaha, NE


Christine and Madonna discuss the potential challenges and benefits associated with modifying your model and process as you address the return of interest rate volatility. They will share recent client ALM model validation results and examiner interaction experiences.

1:15 – 2:15 p.m.

Proper Accounting for BOLI and SERP (session does not repeat)

Jeff Ziliani, CFO, BFB Gallagher, Charlotte, NC
Kirk Sherman, Attorney, Sherman & Patterson, Ltd., Maple Plain, MN


This session will discuss the unique characteristics and related accounting for BOLI and SERP. Topics will include the Overview of BOLI and SERP, accounting and reporting, industry observations, and best practices.

2:15 – 2:45 p.m.

NETWORKING BREAK – Sponsor Drawings

2:45– 3:00 p.m.

Pass Time to Breakout Sessions

3:00 – 4:00 p.m.

CECL CFO Roundtable

Susan Gruber, SVP/CFO, Patelco CU, Pleasanton, CA
Ashlee Micale, CFO, San Diego County CU, San Diego, CA
Julie Renderos, EVP/CFO, Suncoast CU, Tampa, FL
Moderator: Peg Lamb, SVP/CFO, People Driven CU, Southfield, MI


A panel of CFOs will share how their credit unions are preparing for CECL. Considerations, potential pitfalls and best practices will be discussed with a Q&A session at the end.

3:00 – 4:00 p.m.

Employee Engagement Meets Talent Development

Peter Myers, SVP, DDJ Myers, Phoenix, AZ

Only 40% of Millennials feel strongly connected to their company’s mission, 60% are open to new job opportunities, and the majority of baby boomers will retire within the next ten years. The nation, and especially credit unions, are faced with the strategic imperative to address the talent development gap and level of disengagement between the current executive generation and the future leaders of our credit unions.

Tying directly into the next generation’s professional growth aspirations through a generative, yet systematic, process will breed long-term loyalty and commitment. This presentation will outline an executive and management succession development process that will engage employees in pragmatic and values driven conversations where individual and organizational priorities intersect.

3:00 – 4:00 p.m.

Core Deposit Studies and the NCUA's NEV Supervisory Test (session does not repeat)

Darren Fago, VP Advisory Services, Balance Sheet Solutions, LLC, Naperville, IL

The NCUA recently adopted a new NEV supervisory test that includes the standardization of non-maturity deposit valuation. What does this mean for credit unions and the assumptions applied in our ALM models? This session will discuss best practices for measuring and modeling non-maturity shares. Particular emphasis will be placed on behavioral-based Share Sensitivity Analysis.

3:00 – 4:00 p.m.

Using Innovation to Help Retain and Recruit Millennial Talent (session does not repeat)

Vicky Correa, Financial Analyst, Statewide FCU, Flowood, MS
Lindsey McMillen, Business Systems Analyst, Y-12 FCU, Knoxville, TN
James Marshall, The Cooperative Trust Manager, Filene Research Institute, Madison, WI

This session includes a panel of past Crashers who will talk about the use of innovation to obtain and retain millennial talent in the credit union world.

4:00 – 4:15 p.m.

Pass Time to Breakout Sessions

4:15 – 5:15 p.m.

BONUS BREAKOUT SESSIONS

Back by popular demand!  Take this opportunity to network with your peers about real-life experiences during your recent regulatory examination.  These informal sessions will be segmented by asset size to more effectively provide relevant information in smaller groups.  You will leave more confident and prepared for future exams.
 
Exam Issues Group 1 (<$300 million in assets)
Facilitator: Chris Lawrence, CFO, American First CU, La Habra, CA

Exam Issues Group 2 ($300 million - $1 billion in assets)
Facilitator: Justin Mouzoukos, CFO, Mazuma CU, Overland Park, KS
            
Exam Issues Group 3 (>$1 billion in assets)
Facilitator: MJ Coon, CFO, Ent FCU, Denver, CO and Steve Arbaugh, CFO, SECU, Linthicum, MD

5:15 p.m. –

EVENING – On Your Own

Time
Session
 
7:45 – 8:30 a.m.

BREAKFAST

8:30 –9:30 a.m.

GENERAL SESSION – Industry Update

Bill Hampel, Chief Policy Officer, Credit Union National Association, Washington, DC

Recently, Acting NCUA Chairman McWatters’ laid out his top priorities, including his plan to merge the share insurance and stabilization funds to be able to begin refunding stabilization assessments this year – something for which CUNA and credit unions have long advocated.  Bill will share information regarding the state of the Temporary Corporate Credit Union Stabilization Fund and the National Credit Union Share Insurance Fund and how they interact.  He will explore their performance and future, and the potential for and timing of dividends or premiums for credit unions.

9:30 – 9:45 a.m.

BREAK

9:45 – 10:45 a.m.

CLOSING GENERAL SESSION – The Neuroscience of Success

Scott Halford, CSP, CPAE, Complete Intelligence, Glendale, CO

Expert speaker Scott Halford, CSP, CPAE provides insights into the lessons from neuroscience that help us achieve results and excellence. He is an internationally recognized speaker, educator and authority on emotional intelligence and the use of neuroscience in business. Through his interactive and engaging presentation you will learn how to better lead people to achieve results that drive your business strategies forward. Scott is the bestselling author of Be a Shortcut: The Secret Fast Track to Business Success and he writes monthly for Entrepreneur Magazine online as the Brainy Business columnist.