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Sessions & Speakers



THURSDAY, October 5

1-2:30 p.m.
Laces Out, Kendall Gammon

Learn what the power of gratitude can do for both the person receiving it, and the one expressing it. Based on his own, moving experience, Former NFL player Kendall Gammon will use the  analogy SNAP (Set Goals, Notice Strengths, Accept Accountability, Practice Persistence) as a guide to compare physical and emotional attributes. He’ll define the importance of emotional strength and why it’s the separator between success and failure, both individually and collectively.  This is summed up with his call to action at THEWILLWALL.COM, a social video platform designed to let someone know the difference they made in one's life. 

FRIDAY, October 6

9-10 a.m.
Millennials, Trump and - Trends and Issues that will Affect your Cash Flow and Profits in the Next Four Years, Gene Marks

Want to increase your cash flow and profits over the next four years?  Think ahead and take action now. Gene Marks’ entertaining session will answer the most significant questions facing your business:   
Millennials: What effect will this generation have on your business and profits?  
Trump Presidency: How will the policies of a Trump Administration affect your business over the next four years? What technologies and applications  could change your business over the next few years?

10:15-11:15 a.m.
Financial Services Mega Trends - Welcome to Life in the Fast Lane!, Mark Sievewright

A transformation is underway in the U.S. that will have a profound impact on financial services industry, and Mark will highlight four mega-trends to look out for:

  • how the financial services business model is changing;
  • how new entrants are disrupting the industry though innovation;
  • how technology is changing the nature of financial services delivery and distribution;
  • how demographic shifts require financial firms to adapt their cultures and value propositions to gain market share, especially among Millennials.

11:30 a.m.-12:30 p.m.
From the Battlefield to the Boardroom: Secrets to High Performance Leaderships, Colonel Jill Morgenthaler

After telling us about her showdown with Saddam Hussein, Colonel Jill will share the secrets to effective leadership through her unique HOOAH method: Heart, Optimism, Opportunity, Abilities, and Hands. She will provide step-by-step guidance to increasing profits, boosting morale, reaching a goal, identifying challenges, and overcoming difficult people and situations.

2-3 p.m. - Team Huddles (Breakout Sessions) 

Threat Assessment, Brian Finucane
Information Security is front page material but an area that is a mystery for most business executives.  Learn to assess risk through business-focused threat modeling and perform risk assessments. Executives will learn actionable techniques to monitor activity, evaluate assets and assess risks.

Building a Mobile-First Credit Union - What's at Stake and What will it take?, Mark Sievewright
We are living through, arguably, the biggest technology revolution ever with the consumerization of technology enabled by the rapid adoption and fast-paced growth of mobile technologies. The power of "mobile" impacts how credit unions compete and remain relevant and how they operate effectively and efficiently. Hear the (likely) advances in mobile banking technology over the next 3-5 years, what's at stake for credit unions and what it will take to become a "mobile-first" credit union.

18 Things to Watch in 2018, Frank Diekmann
Review 18 strategies and tactics that you can implement now, from loan promotions to savings campaigns to revenue producers to overarching cultural efforts. Unless you’ve implemented a firm “No New Ideas” policy, attendees will take away several good ideas for implementation at their own credit union.

The Power of Best First Dollar Spent, David F. Patrick
All marketers have more needs than dollars. Learn to connect your Brand Promise, Value Proposition, Reason for Being, Member Reason for Need, and why these are important so you can eliminate unproductive activity and optimize purposeful marketing.

3:30-4:30 p.m. - Team Huddles (Breakout Sessions) 

Information Security Breach - Prevention and Reaction, Brian Finucane
What is the first thing you would do if a breach was discovered? How do you know if you are doing enough to prevent an information security breach?  This session will focus on implementing a risk based security program from prevention through reaction. Executives will walk away with an end to end information security program, balancing protection of critical assets with the convenience consumers want.

Powerful Presence - Show and Tell Your Power Through B.M.I., Colonel Jill Morgenthaler
Some individuals roar ahead in their careers while others stagnate. Some advance their careers and some unknowingly sabotage them. With Colonel Jill, learn to present a powerful presence and ways to move forward, while eliminating unconscious mistakes. When you recognize and change certain behaviors, results pay off in career opportunities and your personal life.

How Real Time Engagement Drives Credit Unions, Patrick McElhenie
Nearly 70% of U.S. employees report that they are not engaged or actively disengaged at work, costing employers $550 billion per year. Explore how real-time engagement tools and game mechanics are used to motivate employees. See engagement tools are used for frequent and proactive recognition, training and coaching discussions. Learn how four large credit unions improved their feedback, focus, and fun with game mechanics and generated non-interest income along the way.

How to be Successful with Higher-Risk Auto Lending, Brett Christensen
22% of the U.S. population has a FICO credit score below 600 (i.e. subprime). Learn specific tools and motivation to help make car loans to more of your underserved members. Brett will cover these topics:

  • Reasons to make higher-risk auto loans.
  • Mandatory steps when doing higher-risk auto lending.
  • Mistakes made with higher-risk lending.
  • How your employees need to “build” higher-risk car loans.
  • Underwriting approaches required for higher-risk lending
  • Credit union success stories.

SATURDAY, October 6

9-10 a.m. - Team Huddles (Breakout Sessions)

The Loan Department Design that Produces More Loans, Brett Christensen
One of the reasons management gets paid the big bucks is to improve employee productivity and process efficiencies. Yet many credit unions have non-productive lenders working in inefficient systems. 
Learn how to significantly improve your volume of consumer loans while reducing the number of employees involved. Brett will cover:

  • Organizing your loan department for maximum success.
  • Qualities needed to boost production.
  • Motivating employees to achieve better results.
  • The loan delivery channel to use exclusively.
  • Credit union success stories using these strategies.

Diversity, the Changing Complexion in Credit Union Board Rooms, Scott Butterfield
Democratic membership representation is a hallmark of the credit union movement. Many boards today haven’t kept pace with the changing demographic needs of their membership and decisions are made about members’ needs without personal understanding of the needs or preferences. Learn why a diverse board matters, and the strategic questions to ask to develop reflective representation of your board.

Big Picture Thinking, Stacie VanDenBerghe
Our industry has changed at an astonishing pace. By adapting innovation and big picture thinking, your credit union can make decisions that appeal to current and potential members, while increasing profitability at the same time. This session will change the way you think about our industry, the way you serve members and motivate you to implement affordable changes quickly. 

Were They Dead When We Hired Them... or Did We Kill Them?, Stephanie Greenwood and Amy Leslie
Why do some people who we think are going to be “rockstars” in interviews turn out to be “rocks”? Have you ever hired people that you could not wait to get on board, and a few months later…you could not get rid of them fast enough? What happened? Was it you? Was it them? Was it something else? This workshop will leverage presentations, learning exercises, group discussion, activity debriefs, and action plans to help you answer these questions and provide practical methodologies you can deploy to ultimately improve hiring success and employee engagement, so you don’t hire dead people and don’t kill your live ones! // This program has been approved for 1 General Certification Credit with HRCI and SHRM.

10:15-11:15 a.m. - Team Huddles (Breakout Sessions)

Marketing to Millennials, David F. Patrick
What’s a Millennial? Is it a generation? A target market? A mindset? The idea of a discrete “Millennial” consumer may be a marketing fantasy. Think of ways to clarify “Millennials”:
Define your terms – Are you describing a population based on age, attitudes, behavior or some other dimension?
Identify the issue – What is the problem to be addressed? Is it truly Millennial specific or symptomatic of a wider issue?
Generate hypotheses  - What makes you think Millennials might be unique in ways that matter to marketing?
Determine what you would you do differently if Millennials turn out to be truly different - Would you execute a Millennial-specific initiative, or would it be better to address the Millennial mindset and reach a broader target?

Boards Behaving Badly, Scott Butterfield
One of the credit greatest strengths of the credit union movement is volunteers. Yet, not all boards are created equal and some are even dysfunctional! Sometimes the first step to fixing the problem is to admit there is one. Scott will cover ethics and best practice code of conduct and focus on behavior that if left unchecked, can undermine the success of the credit union. Come away with ideas on dealing with low commitment, fear of healthy conflict and avoidance of making tough decisions.

Building Your Team of Advocates, HCUA Advocacy Team
Advocacy is a game of offense and defense. Learn how to build the right team, communicate effectively, and strategize for advocacy success both within your credit union and the overall credit union movement.

Executive Roundtable:  Top Hot Topics, Stacie VanDenBerghe
Saturday, October 7, 10:15-11:15 a.m.


Scott Butterfield, Your Credit Union Partner
Diversity, the Changing Complexion in Credit Union Board Rooms
Boards Behaving Badly

A well-respected veteran of the credit union movement, Scott Butterfield is a trusted advisor and understands the challenges and opportunities facing credit unions today. He delivers more than up-to-date industry best practices, his credit union experience is hands on working in mid-sized and large credit union shops developing and managing successful loan portfolios, growth strategies, business development and community development plans. In addition to receiving a formal business education, Scott has received insight through industry trainings like CUNA Compliance (CUCE), Marketing, Lending, CCUE, Business Development School, and Management School. He is also a 2010 graduate of the NCUF Credit Union Development Educators (CUDE) program, and serves as a volunteer credit union board member. 

Brett Christensen, CU Lending Advice, LLC
The Loan Department Design that Produces More Loans
How to be Successful with Higher-Risk Auto Lending

As owner of CU Lending Advice, LLC Brett Christensen works directly with credit unions in the U.S and Canada teaching and consulting on various lending topics.  His personal and entertaining speaking style have also made him a popular and sought out speaker in the credit union industry. Prior to forming his own company, Brett held posts at Lending Solutions Consulting, Inc., APPRO Systems, Inc. and Clark County Credit Union, a $680 million credit union in Las Vegas, NV. He also worked as a civil engineering officer in the United States Air Force. He holds a degree in Civil Engineering from the United States Air Force Academy and an MBA from the University of Phoenix.

Frank Diekmann
18 Things to Watch in 2018

Frank Diekmann, Cooperator-in-Chief and co-founder of, has an extensive background in credit union industry reporting and editing. Prior to, a digital news and collaboration platform, Frank founded Credit Union Journal, and prior to that cofounded Credit Union Times. Before covering credit unions, Frank covered the nation’s banking industry. A former sports reporter, he is frequent speaker and is the only journalist to graduate from the National Credit Union Foundation’s Development Education program. He is now a certified International Credit Union Development Educator. He graduated from the University of Cincinnati and is the author of two books, Cathode Ray’s and The Bawl Game.

Brian Finucane
Information Security Breach – Prevention and Reaction
Threat Assessment

Brian Finucane is as a professor of Analytics and Strategy for the Helzberg School of Management at Rockhurst University, an adjunct professor for IT Strategy for the UMKC Bloch School of Management and the Chief Information Officer for Täk Points and Chief Data Officer for B2GData. He advises leading financial services organizations on technology architecture. 

Honored as Ingram’s Magazine 2017 40 business leaders under age 40, Brian previously worked at UMB Financial Corporation, was Director in the PricewaterhouseCoopers’ Technology Advisory Services Group and a technology architect for IBM. Brian was also an inaugural member of the selection committee for the Kansas City Digital Sandbox.  He has spoken to national organizations including the Kauffman Foundation and Forrester Research.  Brian holds an MBA and BS degree in Decision Information Technologies from Villanova University.

Kendall Gammon, former NFL Player and color analyst for Chiefs Radio Network
Opening Keynote // Laces Out

Veteran NFL long snapper Kendall Gammon faced a tremendous amount of adversity at an early age, including abuse and the loss of multiple loved ones. As a professional speaker, he now shares his experiences and insights on building emotional strength and how it made the difference in his life with others, working with individuals as well as teams. It’s his belief that success is directly proportional to the emotional strength you build, both in yourself and those you lead. Kendall spent 15 years in the NFL, played in a Super Bowl and Pro Bowl, and is now a color analyst for the Chiefs Radio Network. He is also the Special Assistant to the President at Pittsburg State University. He is an accomplished juggler, entrepreneur and founder of a video platform for sharing personal stories of gratitude.

Stephanie Greenwood, Heartland Credit Union Association
Were They Dead When We Hired Them... or Did We Kill Them?

Stephanie Greenwood is an award-winning, multi-certified, nationally-recognized Human Capital and strategic business expert with 20 years of experience working in human resources, training and development in various industries.

While building her career and rising to the executive and ownership level, she realized that her expertise could positively impact many companies and humans as possible rather than that of a single organization.

Amy Leslie, Perspective Consulting, Inc.
Were They Dead When We Hired Them... or Did We Kill Them?

Amy Leslie is CEO of Perspective Consulting, Inc., a woman-owned, certified partner of the Predictive Index.   Amy has 17 years of experience driving successful results in companies from small start-up firms, to very large, well established Fortune 500 companies. Amy ran business units, with P&L responsibility, and turned around struggling sales and operations teams. She learned that the difference between success or failure lies with the people element of business!

Amy is a graduate of Texas A&M University, where she studied Veterinary Medicine. 

Gene Marks, The Marks Group
Millennials, Trump and – Trends and Issues that will Affect your Cash Flow and Profits in the Next Four Years

Gene Marks is a columnist, author, and small business owner.  Gene writes for the Washington Post, Forbes, Fortune, Fox Business, Inc. Magazine, Entrepreneur and the Huffington Post. He has written five books on business management, specifically geared towards small and medium sized companies. Gene appears on Fox News, MSNBC and CNBC discussing matters affecting the business community.  Through his keynotes and breakout sessions, Gene helps business owners, executives and managers understand the political, economic and technological trends that will affect their companies so they can make profitable decisions.  Gene owns and operates the Marks Group PC, a highly successful 10-person firm that provides technology and consulting services to small and medium sized businesses.

Patrick McElhenie, CUNA Mutual Group
How Real Time Engagement Drives Credit Unions

As the director, product management for CUNA Mutual Group’s Lender Development Program, Patrick McElhenie is responsible for product strategy development, strategy execution, and overall program management. Prior to his current role, Patrick served in several leadership roles in sales, business development and training. where his team was responsible for product and process knowledge training for the business-to-business solution groups within CUNA Mutual Group. Patrick earned a Bachelor of Science degree in Human Resource Management from the University of Kansas.

Colonel Jill Morgenthaler
From the Battlefield to the Boardroom: Secrets to High Performance Leaderships
Powerful Presence -Show and Tell Your Power Through B.M.I.

Colonel Jill Morgenthaler is a woman of many firsts. She was one of the first women to enter an experimental class for women in the U.S. Army ROTC and train as an equal with men. Overcoming obstacles, she was the first woman Battalion Commander in the 88th Regional Support Command Division, the first Brigade Commander in the 84th Division and then rose to the rank of Colonel. She was also the first woman to run homeland security for the state of Illinois. During her military career, Colonel Jill led hundreds of men and women around the world in war and peace, and was the recipient of the Bronze Star and the Legion of Merit for her lifelong leadership.

She is fiercely committed to guiding women and men to achieve success and her ability to inspire, educate and entertain audiences have made her an unforgettable leadership speaker. Her unique experiences, ranging from a showdown with Saddam Hussein to saving an American engineer from a Soviet kidnapping, translate into universal lessons. Colonel Jill is the author of the highly acclaimed book, The Courage to Take Command:  Leadership Lessons from a Military Trailblazer. Over 25,000 people have watched her TEDx Talk, “Fake It ‘Til You Make It.” She is a member of the National Speakers Association. She resides in the suburbs of Chicago with her husband and has successfully launched two adult children.

David F. Patrick, High Performance Retail Marketing Group
Marketing to Millennials
The Power of Best First Dollar Spent

Through High Performance Retail Marketing Group, Dave F. Patrick partners with CEOs, CMOs, and leadership teams to build marketing and sales strategies that drive business growth. Dave has held Chief Marketing Officer positions for Beauty Brands and Westlake Ace Hardware, and Chief Operating Officer for Two West, a Kansas City ad agency. As an entrepreneur, Dave’s built four successful companies. He has an MBA from UMKC where he has also taught sales, marketing, and entrepreneurship. He also teaches advanced brand strategy at the University of Kansas.

Mark Sievewright, Sievewright & Associates
Financial Services Mega Trends -Welcome to Life in the Fast Lane!
Building a Mobile-First Credit Union - What’s at Stake and What will it take?

With more than 30 years of financial services experience, Mark Sievewright is a highly respected industry thought-leader and a renowned public speaker. He is the founder and CEO of Sievewright & Associates, offering research, consulting and speaking services designed to help credit unions design and execute successful business growth strategies during his career, Mark has held senior leadership positions at HSBC and MasterCard International. He served as CEO of Payment Systems Inc. and TowerGroup. At Fiserv he served as Vice Chairman and president of the company’s Credit Union Solutions division. He has won numerous industry awards including the Ambassador Award by the World Council of Credit Unions. In 2015, he finished runner-up in Credit Union Times’ 25th anniversary contest to find the most influential leader in the credit union movement since 1990.  A native of Wales, U.K., Mark emigrated to the United States in 1997 and is a U.S. citizen.

Stacie VanDenBerghe, CU Innovate
Big Picture Thinking
Executive Roundtable: Top Hot Topics

Stacie VanDenBerghe is the CEO of CU Innovate and has spent the last 18 years working in credit unions in Michigan to develop, enhance and maximize growth. Stacie has a variety of experience including consultant, leadership, marketing, training and human resources. With significant business acumen and a unique ability to address a myriad of credit union issues in a captivating fashion, she spends most of her time speaking at CUNA or league events or consulting throughout the country. Stacie holds a master's degree in Human Resources Administration from Central Michigan University and a bachelor's degree in Communications from Michigan State University.