Speakers & Sessions - Thursday, October 13, 2016

 >>Thursday, October 13     >>Friday, October 14 

9 – 10 a.m.

KEYNOTE: "The ART of Positive Change"

Presented by Sam Glenn

sam-glenn-photo-print-300x258.jpgPositive change starts with our attitude. Change is uncomfortable and inconvenient but can be the greatest spring board to positive growth and new adventures. A few years ago, Sam Glenn created “The Art of Positive Change,” a change management speech that is encouraging, entertaining, inspiring, humorous and uplifting. It lays out a program to enhance the thought of “change” in positive ways.

If a ride at the amusement park was named “CHANGE MANAGEMENT,” it might not be a big attraction. But, we are all on this change management ride every day. Change isn’t easy, but are some positive aspects to it that can make it very rewarding if we allow ourselves to be open to it.

Sam is no stranger to dealing with change. Once riddled with a negative attitude, Sam knocked over the legendary Zig Ziglar at a buffet and the friendship they developed set Sam’s attitude in a new direction. Sam is an entrepreneur who understands the ups and downs of business, but the one thing that should always be consistent is having, keeping and sharing the right attitude. It all starts with attitude!

10 – 10:15 a.m.

Indiana Military Veterans Hall of Fame Update 

10:15 – 10:45 a.m.

World Council of Credit Unions Update

Presented by Victor Corro

Victor Corro, VP for Members Services for World Council of Credit Unions, will give an overview of the global credit union system and challenges faced by credit unions all over the world.

11 a.m. - Noon only

Great Success Starts With A Great Attitude

Presented by Sam Glenn

It’s a fact, nobody can choose your attitude but you. So if you had to choose an attitude to drive you around all day, what kind of attitude would you choose? Would you choose an attitude that stressed you out and worked to defeat you?  Or would you choose an attitude that works for you, makes you and others feel positive and gets you the results you want?
 
Some people never really take time to think about or develop the vital awareness of how their attitude is directing their behaviors and their organizational culture. We all have skills, education, knowledge, gifts, talents and abilities, but what drives the bus and determines where we go is the attitude we choose. There are some pretty big consequences if you don’t have the right attitude driving your bus.
 
For the past 20 years, Sam Glenn has worked with over 2000 organizations and he can sum everything he has learned in one simple statement –“It all starts with attitude!”
 
Sam has interviewed, researched and learned what makes outstanding organizations stand out and what makes some simply settle for ordinary.
 
This motivational is customized to your theme, group and organization that will highlight key points as it relates:
  •  Embracing Change
  •  Leadership
  •  Employee Motivation
  •  Customer Service – the way we serve others
  •  Best Practices
  •  Creating an Empowering Culture
  •  Personal Development and lots more!Personal Development and lots more!
Thursday Education Session Times are 11:15 a.m. - 12:15 p.m. with a repeat session at 3:15 – 4:15 p.m. 

Economic Update

Presented by John Parker, The Baker Group

After many years of historically low interest rates, the Federal Reserve continues to give indications that they would like to increase interest rates in the coming months. There are a variety of economic factors that can impact the timing of rates going up. This session will provide an update on the overall economy, what may happen with interest rates, and what credit unions need to be doing now to manage interest rate risk in a rising rate environment.
 
Emerging Trends in Digital Engagement and Mobile Experiences

Presented by Keith Riddle, SVP and Chief Product Management Officer for Corporate One

This session will provide an overview of the emerging digital technologies and user experiences impacting credit unions and their members. Join us for an informative session that will provide insight regarding the key market drivers driving consumers to engage in digital solutions, a summary of the disruptive effect various financial services and Fintech providers are creating through mobile platforms, and an overview of the increasing use of innovative mobile technologies to enable dynamic user experiences.
 
Lessons Learned: Internal Controls

Presented by Ken Otsuka, CUNA Mutual Group

Employee fraud and dishonesty does not discriminate. Credit unions must approach risk and internal controls from every angle regardless of their size, number of employees or operational complexity. Unfortunately, embezzlement schemes last longer and result in more severe losses than most other risks. During this session, you’ll go through common credit union loss scenarios, identify key warning signs to look for, and learn which checks and balances should be implemented to hold individuals accountable for their actions and limit the potential impact of employee dishonesty.

The Future of Payments

Presented by Art Harper, PSCU

As the industry continues to evolve from EMV, Apple Pay, Samsung and other types of payments, Dr. Harper will discuss what is being offered now in the market and what is coming soon in the payments space. Additionally, he will discuss the thought processes around developing a digital strategy for these new payment types.
 
The Key to Effective ERM: Enterprise Risk Management
 
Presented by Ken Agle
 
Enterprise risk assessment (ERA) is the first key step to achieving effective ERM as it allows you to evaluate the use of ERM principles within your current organization. You’ll find that much of what ERM promotes is already occurring. The challenge is getting those elements integrated and properly channeled towards usefulness. All too often ERAs look more like a rainbow matrix showing degrees of “heat” without producing meaningful feedback. While such matrices have merit and warrant use, they cannot be the full extent of an ERA. A strong ERA provides an understanding of risk identification through the spectrum of risk areas. From there, the risk assessment evaluates the capacity of your organization to identify the source of those risk factors as well as how the FI will coordinate and correlate risks. Finally, the assessment evaluates the use of measurements, controls and monitoring/reporting.
 
An effective assessment can be replicated each year to analyze and present both the tone of risk and the coordinate response efforts. The ERA seeks to present how the financial institution uses core ERM concepts of KPI (Key Performance Indicators) and KRI (Key Risk Indicators) and how the control, measurement and monitoring of those elements guide the strategic and response decisions of the financial institution. This session will provide the keys to doing your own enterprise risk assessment.

BSA for Volunteers (3:15 p.m. only)

Presented by Dave Hawkins

For Volunteers, Bank Secrecy Act (BSA) training is a must. Regulators continue to expect you to understand BSA requirements, and they can hold you personally liable for non-compliance. Punishment for non-compliance can be expensive and can include monetary fines, forced mergers and volunteer prohibition orders. This session will provide you with tips to assure your credit union’s compliance, an understanding of the necessary human and monetary resources and an overview of the following requirements: risk assessments; policies and procedures; independent testing; education requirements; OFAC searchers; and monitoring necessities, especially for anti-money laundering.​

Additional Education Sessions 

Financial Literacy for Volunteers - Separate Fee

Presented in two parts Thursday and Friday, Oct.13 and 14.

Part 1: Thursday, Oct. 13 - 4:30 - 6 p.m.
Presented by League Staff

Part 1 will include an overview of the requirements of NCUA's final rule and a review of the credit union balance sheet and income statement.

Please register in advance for this session. An additional fee of $100 (inclusive of Parts 1 & 2) per attendee will be billed to the credit union separate from Convention Registration. $50 per person (inclusive of Parts 1 & 2) for the fourth and subsequent registrants from each credit union who attend this training during convention.​​

 
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