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Keynote Speakers:
Breakout Speakers

SESSIONS

THURSDAY

Superhero Leadership: How Everyday People Can Have an Extraordinary Impact | Brett Culp
9/12/19 2:30-4:00 PM

Leadership starts with the ability to look at every challenge – even the mundane tasks – as an opportunity to make a positive impact. Brett Culp will share powerful stories from his filmmaking adventures of ordinary people who have accomplished extraordinary things. This shift in perspective ignites the heroic spirit in audiences, equipping them to bring the truest, most powerful view of themselves to every aspect of their work life.


FRIDAY

When Our Superpowers Combine: The Power of Our Collective Voices to Impact, Influence and Create Momentum | Kim Becking
9/13/19 9:30 – 10:30 AM 

One of your most awesome superpowers – YOUR VOICE!  You have the power through your voice to inspire change and make a difference.  Buckle up and hold on, because in this engaging and interactive keynote, Kim is going to show you how to unlock the power of your voice and your collective voices to impact, influence and create positive momentum no matter what. With healthy doses of vulnerability, humor and motivation, Kim will share her own stories of how she has used her voice and the collective voices of those around her to create MOMENTUM.  She not only found her voice, she made it heard, made an impact and inspired others– as she fought for her life, as she fought for her community and as she fought to create positive change in the world.  And you can too!  You will leave this program ready to show up, speak up, take action and take a stand together to make an even bigger impact for you, your credit union and those you serve. 

On the Economic, Political and Business Climate | Roger Tutterow, Ph.D
9/13/19 1:30 – 2:30 PM 

The expansion that followed the “great recession” is approaching it's 10th birthday. While the first five years were fixated with reaching "normalcy," the focus has shifted to concern over whether the maturing of the expansion is setting the stage for a recession. Dr. Roger Tutterow will provide a timely overview of the national, regional and Kansas and Missouri economies. Special emphasis will be placed on evidence of resurgence in the manufacturing sector, the outlook for consumer spending and the retail sector, the role of currency valuation on the balance of trade, the ongoing normalization of interest rates and monetary policy, performance of real estate markets and the implications of ongoing changes in the political and regulatory climate for the financial services industry.

Practical Guide to Deposit Analytics | Brinda Jaikumar
9/13/19 1:30 – 2:30 PM

Brinda Jakimur will discuss how to better analyze your key funding source: deposits. Specifically, discussion will focus on best practices related to tracking volumes and concentrations, monitoring cash flows, and estimating balance changes due to changes in interest rates. This session will also cover how to use pricing betas to predict sensitivity to changes in interest rates and using sensitivity analysis to see the impact changing rates will have on your cost of funds and deposit volumes

Case Studies in Executive Retention and Succession | J. Eric Stearns
9/13/19 1:30 – 2:30 PM

Examine real life examples of credit union Supplement Executive Retention Plans (SERP) using non-qualified deferred compensation and innovative strategies. Your members’ most important assets don’t stop at their account balance, it is the talent inside your credit union that your members value when they need it the most. Learn by example and take away the three critical points in every retention package.

Text Messaging for Credit Unions | Ashish Garg
9/13/19 1:30 – 2:30 PM

Nine out of 10 consumers would like to be able to use text messaging to communicate with businesses. But what’s stopping credit unions from leveraging text messaging to engage members? The three main challenges that credit unions face are compliance and security, IT integrations, and business intelligence.In this session you will learn how other industries are leveraging the power of text messaging and how you can use the high engagement and response rates of text messaging for marketing, lending, collections, sales/service, member onboarding, risk management and more. Plus discuss what you can do to remove obstacles to adopting text messaging at your credit union.

Managing the Cannabis Business for Credit Unions | Tom Martin and Sheldon Singer
9/13/19 1:30 – 2:30 PM

Tom Martin and Sheldon Singer will provide an overview of the current status of marijuana laws in the country, as well as Kansas and Missouri. They will also provide credit unions a look at legal and practical business implications of a credit union member engaging in a medical marijuana cultivating or dispensing business. They will explore the unique issues related to credit union compliance with state and federal laws and regulations, member due diligence, and insurance coverage.

On the Economic, Political and Business Climate | Roger Tutterow, Ph.D [REPEAT]
9/13/19 3 – 4 PM

The expansion that followed the “great recession” is approaching it's 10th birthday. While the first five years were fixated with reaching "normalcy," the focus has shifted to concern over whether the maturing of the expansion is setting the stage for a recession. Dr. Roger Tutterow will provide a timely overview of the national, regional and Kansas and Missouri economies. Special emphasis will be placed on evidence of resurgence in the manufacturing sector, the outlook for consumer spending and the retail sector, the role of currency valuation on the balance of trade, the ongoing normalization of interest rates and monetary policy, performance of real estate markets and the implications of ongoing changes in the political and regulatory climate for the financial services industry.

5 Things You Need to Know About CECL | Bob Swartz
9/13/19 3 – 4 PM

The implementation of the current expected credit loss (CECL) methodology can be confusing and many credit unions are struggling with where to start. This discussion will allow for a “hands-on” evaluation of some of the models available to credit unions without the expense of third-party software, as well as what types and quantity of data will be required.

Asking the Right Questions: The Most Important Job You Have | Caitlin Hatch
9/13/19 3 – 4 PM

Almost 40% of credit union board members report that they are less than effective at asking the questions that need to be asked in the boardroom. How does your board stack up? We all know that we’re good at asking questions at the fiduciary level. But how often do you and your follow board directors get to the strategic level? What about the generative level? Do you even know what that means? The simple act of asking good questions in the boardroom will actually deepen your relationships – among you and your fellow board directors and with your chief staff officer and his or her management team. And most critically, it is likely one of the most important things that you can do to help ensure mission success. This session will introduce you to the idea of moving beyond asking simple (albeit central fiduciary questions) to include strategic and generative questions, and it will underscore the important impact that asking good questions will have on your board and ultimately on your credit union itself.

How to Move Your Digital Offering from "Catch Up" to "Catch Me" | Michael Carter
9/13/19 3 - 4 PM

Does it feel like your credit union is playing catch up in digital? Do you believe it is possible to give your members a digital experience that is ahead of the pack? It is. But it takes more than simply swapping out vendors or partnering with a FinTech. Business as usual in digital is terminal. In this presentation, you will hear about the what is and what will be happening in digital as we approach new “iPhone” moments that will radically change what members expect. Most importantly, you will be provided with actionable ideas on how to successfully compete in this environment. 

You Can Market All You Like, But People Believe What They Experience | Jack Mackey
9/13/19 3 – 4 PM

Is growing your credit union a top priority? Then don’t miss out on this session with Jack Mackey, a pioneer in driving growth through experience management. Jack says, “There are only three ways to grow: 1. Keep your current members, 2. Do more business with your members, or 3. Get new members. You can accomplish all three by creating loyalty-inspiring experiences.” That’s what 50 years of market research confirms: Loyalty drives growth and acts like armor against your competition. Plus, great member and employee experiences are the hardest things to copy. 


SATURDAY

Harnessing the Power of Disruption: How to Turn Your Biggest Challenge into Your Greatest Opportunities | Lindsey Roy
9/14/19 8:30 – 9:30 AM

Lindsey Roy takes audiences on an incredible journey through some of life's most defining moments by sharing her own story of disruption.  In her program, she shares the lessons learned from her unique personal experiences as well as her experience as a corporate leader to help people navigate their own challenges at work and in life.

Recruit, Retain, Mentor, Motivate | Shari Storm
9/14/19 9:45 – 10:25 AM

Learn techniques for building an environment that is drama free, where employees feel valued and empowered. Often small changes in the way we interact with our teams can have a long and lasting impact on their job satisfaction. We will discuss ways of handling staff during difficult times – especially during times of change.​

ITIN: A Tool in Your Arsenal for Financial Inclusion | Victor Corro
9/14/19 9:45 – 10:25 AM

As the need for fair and accessible financial services increases with the growing diversity of populations throughout the United States, and at a time when financial institutions are seeking new and sustainable sources of revenue, the opportunity to deliver high quality services to immigrant populations cannot be overlooked. It is estimated that up to 29.5 million individuals in the United States could benefit from an Individual Taxpayer Identification Number (ITIN) loan for home, auto, business or personal use. At the same time, it can be challenging for credit unions to reach beyond standard practices when creating new products and services to meet changing consumer needs. This is the case with loans granted ITINs. In this session, we will explore the basic elements to have a successful ITIN Lending program, offer Customer Identification Program (CIP) considerations for opening accounts and lending, and discuss best practices and examples.

The Future of Financial Services: How Banking Is Being Disrupted | Scarlett Sieber
9/14/19 9:45 – 10:25 AM

In this session, Scarlett will dive into how best to accelerate digital transformation and innovation within your organization. She will provide a foundation for innovation defining what innovation means in practice while elaborating on the value that different aspects of innovation play in implementing successful initiatives organization wide. Attendees will leave the session with both the theoretical implications of the innovative and digital future as well as tactical takeaways and measurable KPIs that attendees can start implementing right away.

Things You Can Do To Get Sued | Carlos Molina
9/14/19 9:45 – 10:25 AM

Allegations and litigation related to employment practices charges continue to increase. In fact, credit unions should have a clear, written employment practices policy; train managers, employees, and volunteers to follow it; and provide a safe pathway for employees to file complaints when the policy is violated. And, handling them appropriately can make all the difference between an easy discussion and a lawsuit. This session covers loss trends and emerging risks resulting from core HR functions related to hiring, firing, and everything in between.

Building a Positive and Productive Culture through Strategic Leadership | Shari Storm
9/14/19 10:30 – 11:10 AM

Often small changes in the way we interact with others create big improvements in our ability to achieve our goals. Learn the art of articulating, orchestrating and celebrating your team to success. Motivate others – and yourself – to go the extra mile in performance and dedication. Find your voice as an inspirational leader.

Diversity and Inclusion: Ethnicity, New Immigrants and the Financially Excluded | Victor Corro
9/14/19 10:30 – 11:10 AM

Diversity and Inclusion (D&I) is a hot topic in our industry. To stay relevant and represent the members within field of membership, credit unions need to determine how inclusive and diverse they are. D&I goes beyond ethnic and gender thoughts and we need to widen our terms of reference when considering D&I. Learn from examples from our own industry, hear about challenges and successes, and discover their plans for the future. Plus, earn ways to reach and meet the demands of various untapped or underserved markets. Gain insights on how to successfully serve multigenerational borrowers, customers with Limited English Proficiency (LEP), those with nontraditional employment and others with complex underwriting needs.

Accelerating Digital Transformation & Innovation | Scarlett Sieber
9/14/19 10:30 – 11:10 AM

In this session, Scarlett will focus on how banking is being disrupted by consumers' digital appetites. She will provide a macroeconomic overview of the industry at large and the shifts caused by consumer expectations and behavior while addressing the impact and the rise of fintech. Listen to first hand examples of organizations who are excelling in this challenge as Scarlett dives into the biggest tech trends for 2019 and beyond. As a former banking executive and entrepreneur, with experience from both sides of the table, Scarlett will equip you with the foundation for success moving forward in financial services.

Workshop: Credit Union Board Service: Are You Ready to Serve on the Board of the Future? | Caitlin Hatch
9/14/19 11:30 AM – 1:30 PM

This workshop will help you better understand the leadership culture of your credit union. You’ll learn new roles and responsibilities for your board officers, talk about new ways of thinking and planning strategically in the Boardroom and be challenged to build a constructive partnership with your credit union’s CEO and management team. The session will also foster a heightened awareness of how vital governance and change management practices can be applied to significantly improve the strategic leadership and mission effectiveness of your credit union. Lastly, the workshop will focus on what it will be like to serve on the credit union board of the future.

Workshop: Driving Growth Through Loyalty: What Every Credit Union Must Know and Do Well | Jack Mackey
9/14/19 11:30 AM – 1:30 PM

Jack’s enlightening workshop leads with surprising insights from loyalty research, plus provocative examples and fresh ideas from the world’s most forward-thinking service brands. He demonstrates how the best financial organizations differentiate the member/customer experience. He also shows the keys to unlock a pervasive service culture to enthusiastically execute brand promises. And Jack is funny! His teaching style grabs hearts and minds. Audiences remember – and use – his proven approaches to win loyalty.

SPEAKERS

Kim Becking

Kim is an engaging, high-energy, fun and impactful motivational keynote speaker, change and leadership expert, executive coach and award-winning author who helps others build a Momentum Mindset® so they can conquer change, boost resilience and accelerate success no matter what.

With healthy doses of vulnerability, humor and motivation, Kim will share her own stories of how she has used her voice and the collective voices of those around her to create MOMENTUM.  She not only found her voice, she made it heard, made an impact and inspired others– as she fought for her life, as she fought for her community and as she fought to create positive change in the world.  And you can too!  You will leave this program ready to show up, speak up, take action and take a stand together to make an even bigger impact for you, your credit union and those you serve. 


Michael Carter

With more than 15 years of executive technology leadership, Michael has had a career in financial services stretching over 25 years. He was the CMO for the S1 Corporation and served in several management roles at ACI Worldwide. As an executive vice president at SRM, he serves as a subject matter expert on digital banking strategies and trends. Michael is a speaker, guest writer and is regularly quoted regarding trends in payments, mobile wallets, consumer experience, digital banking strategies, Millennials, data analytics, P2P payments, bill pay, and banking as a platform. 

In this presentation, you will hear about the what is and what will be happening in digital as we approach new “iPhone” moments that will radically change what members expect. Most importantly, you will be provided with actionable ideas on how to successfully compete in this environment.


Brett Culp

Award-winning documentary filmmaker and founder of the not-for-profit, The Rising Heroes Project.

You will come away from Brett’s session with the ability to find the superhero within yourself and your own path to “everyday leadership.”     


Victor Corro

As the CEO of Coopera with over 25 years of experience working in international and cross-cultural environments in the private and non-profit sectors, Victor is an avid traveler and photographer who has visited more than 90 countries.

Victor will explore the basic elements of diversity and inclusion in our industry and what you can do to stay relevant and represent the members within field of membership, including an ITIN Lending program.


Eric DeCoursey

A member of BKD National Financial Services Group, Eric has more than 13 years of experience providing audit, accounting and consulting services to public and private financial institutions, credit unions, broker-dealers and private equity investment funds. He has experience with U.S. Securities and Exchange Commission reporting requirements and integrated audits under Sarbanes-Oxley Section 404 and other federal regulations. 

Finance/Lending credit union staff & executives will want to make sure they attend this session. Trusted advisors from BKD will walk attendees through model examples and share practical guidance and best practices on segmentation, data inventory and gap analysis. 


Ashish Garg

Having a vision of simplifying the buying experience for customers – and the engagement experience for businesses, Ashish is Co-Founder and CEO of Eltropy.

Ashish will focus on text messaging and how credit unions can leverage this channel to provide their members what they need.


Caitlin Hatch

Caitlin Hatch serves as a Senior Consultant at Quantum Governance, with a special expertise in work with credit unions. She is a graduate of the Georgetown University School of Foreign Service and the Georgetown University Law Center. 

Caitlin’s sessions will introduce you to the idea of moving beyond asking simple fiduciary questions and it will underscore the important impact that asking good questions will have on your board and ultimately on your credit union itself. You will also better understand the leadership culture of your credit union and will focus on what it will be like to serve on the credit union board of the future.


Brinda Jaikumar

Product Director at Visible Equity and a well-rounded background in the Financial Services industry.

You’ll walk away with best practices relating to tracking volumes and concentrations, monitoring cash flows, and estimating balance changes due to changes in interest rates.


Jack Mackey

Founding member of the Customer Experience Professionals Association and an expert in customer service management.

Using his experience, insight, humor and inspiration, you will come away with customer experience tips to implement immediately, improve business results, and learn how to win team member engagement and loyalty.


Tom Martin

Tom is the managing partner of the Kansas City office of Lewis Rice. He oversees all aspects of the firm’s financial, operational, and strategic growth. Tom has experience focusing on banking/financial institutions, employment law and litigation, commercial litigation, and privacy and cybersecurity law. His focus remains on delivering the best possible legal service to clients, managing the growth of the firm and the development of the employees. Tom received his Jurist Doctorate and Master of Business Administration from the University of Kansas in 1988.  He was a member of the University of Kansas Law Review and a Graduate Business Scholar.

This timely session will provide an overview of the current status of marijuana laws in the country and Missouri and provide credit unions a look at legal and practical business implications of a credit union member engaging in a medical marijuana cultivating or dispensing business. It will explore the unique issues related to credit union compliance with state and federal laws and regulations, member due diligence, and insurance coverage.   


Carlos Molina

Risk management consultant in Business Protection Risk Management for CUNA Mutual Group with designations in CRM, CFE, CCUE, and CU-ERME.

Carlos’ session covers loss trends and emerging risks resulting from core HR functions related to hiring, firing, and everything in between.


[Anchor] Lindsey Roy

The CMO of Hallmark Greeting, this brilliant storyteller has a captivating story of a tragic boating accident that almost claimed Lindsey¹s life and left her with an amputated left leg, severely injured right leg and injured right arm.

Key take-aways from Lindsey's session will touch on the power of perspective, problem-solving at a whole new level, relentless resourcefulness, disruptive vision, and finding a way to believe in yourself.


Scarlett Sieber

A leader, innovator and influencer, Scarlett writes on innovation and technology frequently, has been featured in industry publications and podcasts reaching millions, and has won over a dozen industry awards for her accomplishments and contributions.

Scarlett will lead you through digital transformation and innovation landscape both internal and external with examples of banking disruption.


Sheldon Singer

As a partner of the Kansas City office of Lewis Rice, Sheldon focuses on protecting the rights of creditors nationwide. Sheldon offers more than 30 years of experience providing high-quality customized legal services that meet the needs of lenders and businesses. He has pursued clients' claims before state and federal courts and administrative agencies, and he has successfully represented automobile and commercial lenders, mortgage servicing companies, businesses, and related organizations.

This timely session will provide an overview of the current status of marijuana laws in the country and Missouri and provide credit unions a look at legal and practical business implications of a credit union member engaging in a medical marijuana cultivating or dispensing business. It will explore the unique issues related to credit union compliance with state and federal laws and regulations, member due diligence, and insurance coverage.   


J. Eric Stearns

First licensed in the financial services industry in 1997, Eric Stearns, Principal and Owner of Stearns Financial Group, has consistently delivered value-added strategies to client organizations for over 20 years. 

Examine real life examples of credit union Supplement Executive Retention Plans (SERP) using non-qualified deferred compensation and innovative strategies. Your members’ most important assets don’t stop at their account balance, it is the talent inside your credit union that your members value when they need it the most.  Learn by example and take away the three critical points in every retention package.


Shari Storm

Author, speaker and consultant, Shari has been featured in Time and Redbook Magazine as well as The Metro News New York and Martha Stewart’s radio show.

Learn techniques to recruit, retain, mentor and motivate your employees and make small changes in the way we interact with others to create big improvements in our ability to achieve your goals.


Bob Swartz, CPA

Bob is a member of BKD National Financial Services Group and provides a full range of assurance and consulting services to banks, thrifts and credit unions. He also provides audit and consulting services to employee benefit plans. His experience includes external audit, internal audit, strategic modeling, mergers and acquisitions and capital planning. He also has experience in U.S. Securities and Exchange Commission reporting.

Finance/Lending credit union staff & executives will want to make sure they attend this session. Trusted advisors from BKD will walk attendees through model examples and share practical guidance and best practices on segmentation, data inventory and gap analysis. 


Roger Tutterow, Ph.D

Professor of Economics at Kennesaw State University. He also serves as Director of the Econometric Center, an applied research center housed in KSU’s Coles College of Business.

Not just your standard economics lecture, Roger takes the extra effort to pull local data to highlight local economies as well as the national and world macroeconomics.


 

 
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