AGENDA
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Awards Sponsor:  Refreshments Sponsor:  Room Key Sponsor: 
Connection Station Sponsor: 
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  is back as our emcee after boosting our mood during the HCUA virtual convention last year. Denny fell in love with magic as a kid growing up in Scranton, PA where his family owned the only paper company in Scranton. If you met Denny, you’d swear he was a cross between Michael Scott, Jim Halpert, and a touch of Andy Bernard. An accomplished magician and entertainer, Denny has worked with clients including Comcast, Berkshire Hathaway and BMW. He's appeared on network television several times including on Penn and Teller's Fool Us. Denny will make us laugh, make us wonder how he did it, and most importantly, he'll keep us running on schedule.
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Wednesday, Oct. 6, 2021
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| 7:30 - 9:30 p.m. |
Opening Night Kick-off Reception sponsored by 
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Exhibit Hall |
| 9 p.m. |
Toast and Dessert sponsored by  |
Exhibit Hall |
Thursday, Oct. 7, 2021
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| 7:30 - 8:30 a.m. |
Breakfast with Exhibitors sponsored by 
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Exhibit Hall
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| 8:30 - 9 a.m. |
Annual Meeting |
General Session Hall |
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9 - 11 a.m.
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Keynote: Connecting Begins with Communication sponsored by 
Life would be so easy if everyone was just like us. They would understand our cryptic email messages, forgive our bad moods, and never get frustrated with us. There would be no hard feelings, no conflict, and clearly, world peace. Unfortunately, no one else is exactly like you and to connect with them, you have to be able to communicate with them. In this session, you will learn about barriers to communication and how to remove them. Take a communication styles quiz and find out just how different a large portion of the world really is and how to connect with them.
 Denise Ryan helps light the fires of enthusiasm, so people can do great things. She is an author, an MBA and a CSP (Certified Speaking Professional), a designation of excellence held by less than 10% of professional speakers.
She has worked with credit unions across the U.S. to help them deliver better member service (and have fun while doing it!).
We will also be honoring the HCUA Professional of the Year during this time.
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General Session Hall
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11 a.m. - 1 p.m.
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Lunch with Exhibitors sponsored by 
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Exhibit Hall
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Digital Member Service for Credit Unions Demo sponsored by 
Glia provides digital member service technology that is reinventing how credit unions support their members online. Glia’s solution enriches member touchpoints on web, mobile, or phone calls with communication choices (from messaging to video chat), on-screen collaboration, and AI-enabled personalized experiences. Over 100 credit unions use Glia today to quickly maximize member satisfaction, decrease handle times, and improve conversions.
In this presentation, John Fernandez will walk through the need for digital member service through the current challenges faced both by credit unions and their members, and how easy to deploy digital member service technology can create an experience that both your members and your member service representatives will love.
 John Fernandez is the SVP of Marketing at Glia, where he is responsible for revenue marketing and business development all over the world. John is a leader with twenty-two years’ experience in developing global strategies to directly impact revenues using technology and data. Prior to Glia, he had leadership positions in marketing, analytics, and operations at leading B2B companies such as Contently, Diligent, Jibe, and Intralinks, where he has been a part of $1.3 billion in funding events from Series A rounds through to IPOs. An expert in sharing his stories with others, he has spoken at events such as Dreamforce, Marketo Summit, eMetrics, Content Marketing World, and LeadsCon. John lives with his wife and twin boys in Hannibal, Missouri, and serves on the board of the United States Chess Federation. |
Pitch Stage
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How to use Financial Literacy to Build Relationships sponsored by 
Come and learn how Banzai's disruptive financial literacy program can help you establish and strengthen relationships in schools and through marketing to your entire community. The session will include a live demo of Banzai’s exciting school and community platform. Details on Banzai’s unique partnership opportunities for the community will be discussed!
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Pitch Stage
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1 - 2 p.m.
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Breakout: Investment Strategies for 2022 sponsored by 
Given the unprecedented investment environment that credit union portfolio managers are now facing, we will explore how you can understand what is causing the current investment environment, identify investment opportunities, and adapt your investment portfolio strategy which can lead to investment portfolio outperformance for the benefit your members.
- How do I identify the right market sectors to invest my excess liquidity?
- Are my Investment policies preventing me from an Outperforming Investment Portfolio?
- Managing an investment portfolio with flashbacks to 2009-2016, Hope is not a Strategy!
- If/when the Fed increases interest rates will I be able to bring my members value added through my investment portfolio or will I be stuck with these low yields?
 Tobias Timm is a director of investments at Oppenheimer & Co. Inc. in the East Lansing, MI office. He has over 25 years of experience, having served credit unions of all sizes since 1989. Tobias has experience in strategic portfolio analysis, customized recommendations, and trade execution. He provides bond accounting as well as customized educational sessions, and works with credit unions with assets ranging from $20 million to $8 billion.
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Atlanta room |
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Breakout: Reputation Management sponsored by 
Want to attract new members and increase loan volumes? Matt Lindley shares the value of reputation management for your credit union’s ranking and revenue. And how you can efficiently collect reviews, analyze results and improve member experience.
 Matt Lindley is Customer Success Manager for Eltropy.
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New York room |
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Breakout: CECL is Heating Up
With the effective date of the current expected credit loss (CECL) standard quickly approaching for nonpublic entities, it’s important your institution has set clear goals for compliance and developed a timeline for implementation. We will discuss the lessons learned from those who adopted CECL in 2020 and discuss a practical approach for credit unions in their adoption of CECL.
 Kevin J. Ives, CPA serves as the manager for several financial institution clients in Missouri and Illinois. In addition, he works on audit engagements in other industries, including not-for-profit organizations, health centers, and hospitals. He is a member of BKD’s national CECL committee. He also serves as a facilitator of an operations technology forum and has previously written articles for BKD. Kevin is a member of the American Institute of CPAs and Missouri Society of CPAs.
Julee A. Fox, CPA is a partner in the assurance practice of BKD’s Kansas City office. She is member of the financial services practice and focuses primarily on financial services, SEC reporting, manufacturing and distribution and employee benefit plans. She has more than 24 years of experience in assurance, focusing on financial statement audits, business combinations and employee benefit planning. Julee has been a presenter for the Federal Deposit Insurance Corporation on the allowance for loan and lease losses as well as presenting for the American Bankers Association on audit committee responsibilities. She is a member of the American Institute of CPAs and Missouri Society of CPAs.
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Chicago room |
2:15 - 3:15 p.m.
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Breakout: Why Financial Institutions Need a Security and Compliance Automation Platform [a.k.a. a Security Information and Event Management (SIEM) Platform] sponsored by 
The key to success is knowing what your SIEM's capabilities are and how they can better serve your organization. We will start with the type of data a financial institution ingests and how that would be different with a SIEM and discuss what you should expect from your current Security Information and Event Management (SIEM), or demand if you're buying a new SIEM. We will cover the types of on-demand reports you should require in the platform and how you can comply with FFIEC CAT requirements. Learn about live monitoring, artificial intelligence, PCI compliance, FFIEC CAT and NCUA ACET compliance.
 Timothy Evans, Esq., LL.M. is co-founder and senior vice president at Adlumin Inc. Founded in June 2016, Adlumin is the leading financial institution cloud-native Security Information and Event Management (SIEM) solution. Colonel Evans (Ret) commanded the 175th Network Warfare Squadron at the National Security Agency for six years. Additionally, he represented NSA cyber organizations on both offensive and defense cybersecurity issues.
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Atlanta room |
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Breakout: Understanding Debit Card Profitability: How Small Changes Can Mean Big Income sponsored by 
Even with the current obstacles credit unions face, national surveys show the greatest opportunity for growth lies with improving core debit card PAU (penetration, activation and usage). We understand that every successful card program comes down to growing revenue and cardholder relationships, and no matter the economy even in today’s climate, debit cards remain a strong source of income for all credit unions. A solid card portfolio will continue to be an effective tool for building loyalty, even through the unprecedented times we face today. This session will review how to benchmark your debit card program in order to identify new opportunities for maximizing and creating a greater ROI.
Damon Gardner began employment with TransFund in July of 2011 as vice president of sales. His responsibilities are to educate financial institutions about maximizing their debit card program with TransFund. He has worked in the payments industry for over 18 years in several areas from operations to account management and sales.
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New York room |
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Breakout: Working Together: How to Mentor the Next Generation of Diverse Leaders sponsored by 
Most financial institutions understand the importance having diverse teams and leaders, yet many struggle with the execution of this goal. This is a problem, as many studies have shown that teams with gender and racial diversity are 15% more likely to meet their business goals and 70% more likely to capture new markets. Whether you're trying to climb the corporate ladder or build a more inclusive culture, you're likely to face challenges along the way. This session will examine strategies and solutions for overcoming those challenges, building an empowered and competitive workforce, and mentoring the diverse leaders institutions need to succeed in our rapidly changing environment.
What you'll learn:
- How to think critically about representation at your financial institution, and why it’s important to have racial and gender diversity at all levels of the organization.
- Unique challenges facing women and minorities in the workplace, and how things like unconscious bias can limit and be a detriment to hiring the best talent.
- How to be a mentor, and how to find a mentor— and explore examples of financial institutions that have created formal mentorship programs.
 Danielle Baxter is a business value consultant for nCino, a fintech company headquartered in Wilmington, N.C. Danielle is passionate about performance, loves a good metric, and is responsible for developing proof of value analyses for prospective nCino customers worldwide. She joined nCino in 2019, bringing a decade of experience—designing, developing, marketing and selling software—to her role.
Danielle enjoys pampering her dogs and racing yachts competitively. She is a graduate of Virginia Tech and Indiana University, where she earned degrees in Public Policy, Communications and Media Studies in addition to attending the Maurer School of Law.
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Chicago room |
| 3:30 - 5:30 p.m. |
Exhibitor Happy Hour  |
Exhibit Hall |
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Beyond Digital: The Next Era in Collections Demo sponsored by 
The world is changing. It’s not enough to invest in digital collections. To create powerful moments that actually help consumers pay debt, we need to think bigger and put consumers first. Are you ready?
Mike Walsh started in the collection space in December of 1996. He has spent his career developing collections, call centers, and technology solutions for credit unions and other industry partners. Mike is an expert in TrueAccord’s Retain and Recover products and applying the right product to our clients’ needs. Retain is TrueAccord’s machine learning-enabled white-labeled first-party solution. Recover is our third-party digital-first collection agency that members love with a 4.8 Google rating.
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Pitch Stage
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Gamified Financial Education for Credit Unions Demo sponsored by 
Created by young adults for young adults, financial technology company Zogo is on a mission to promote financial wellbeing. Backed by scientific research, its award-winning app offers bite-size modules and tangible incentives to make financial literacy education accessible, fun, and rewarding.
In this presentation, Chuck Long will share how Zogo makes personal finance fun, simple and social for your Credit Union's members and communities. As a GenZ himself, Chuck will discuss how the younger generations consume information in a completely different way, primarily through their mobile devices.
Since Zogo's founding, Zogo has focused on bridging the gap between young adults and Credit Unions. Today, Zogo is partnered with over 120 Credit Unions to provide engaging financial education as well as bring awareness to the Credit Union difference. CUNA Strategic Services announced Zogo as their "preferred financial literacy provider" earlier this year.
 Chuck Long is the VP of Strategic Partnerships at Zogo, where he is responsible for building meaningful partnerships with Credit Unions all around the United States. Chuck works directly with Credit Unions to build valuable strategies around Credit Unions' current initiatives to enhance digital engagement, member loyalty, and overall financial well-being. As a native GenZ and recent college graduate, Chuck recognizes the awareness gap between Credit Unions and his demographic and understands the necessary methods to engage fellow young adults. Chuck lives in Cincinnati, Ohio, and spends much of his free time as a local varsity and travel lacrosse coach. |
Pitch Stage
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| 6 - 11 p.m. |
Foundation Bash
Purchase your ticket for this must-attend event: hcucf.org/bash
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The Abbott Event Space |
Friday, Oct. 8, 2021
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| 8 - 9 a.m. |
Breakfast with Exhibitors sponsored by  |
Exhibit Hall |
| 9 - 11 a.m. |
Keynote: The Never Normal: How Credit Union Can Thrive in the Face of Disruptive Change sponsored by 
The “old normal” is gone and we have entered an era during which organizations and the people in them will need to adapt to wave after wave of disruptive change. Drawing on ideas from his latest book NEVER NORMAL: Uncommon Ideas for Leaders Who Won’t Settle for the Status Quo, and his recent work in business and workforce adaptability Greg Verdino will discuss how credit unions can thrive (not just survive) in the face of unprecedented levels of change. And why it’s so important that they do…
In this keynote, you’ll get a guided tour through some of today’s most profound banking innovations, explore the trends reshaping consumer and customer expectations, and learn practical principles for future-proofing your credit union (and your career).
Greg Verdino is a highly regarded authority on the “the digital now.” He is the co-creator of the Adapt Manifesto, and author of NEVER NORMAL: Uncommon Ideas for Leaders Who Won’t Settle for the Status Quo. He is known for his uncanny ability to forecast trends, spot the difference between fads and the future, and empower organizations to thrive in the face of exponential change. For 30 years Greg has worked at the forefront of change, advising 50 of the Fortune 500 and holding senior positions at a half-dozen technology startups. He is a speaker, author and go-to expert for a wide variety of media outlets.
During this time, we will also be honoring the HCUA Volunteer of the Year, recognizing CUNA award winners, advocacy award winners and Take a STAND credit unions.
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General Session Hall |
| 11 - 12:30 p.m. |
Lunch with Exhibitors sponsored by |
Exhibit Hall |
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12 p.m.
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Silent Auction closes and booth prizes awarded
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| 12:30 - 1:30 p.m. |
Breakout: Workplace Cohesion
With only 40% of the global workforce actually committed to organizational success, Dr. Troy makes the case that to have the type of commitment leaders want from their employees it takes cohesion, not engagement. Why? With nearly 63% of an organization's employees actively searching for a new position, companies can no longer afford to settle for mere “employee engagement” based on a hunch. Cohesion occurs when people feel a sense of belonging, have value and offer commitment. When the Cohesion Phenomenon is present, teams always perform. This level of cohesive performance supports the kind of engagement leaders want in their organizations.
 Dr. Troy Hall is an award-winning culture strategist, radio show host, speaker, author, and talent retention expert. His doctorate in Global Leadership and Entrepreneurship has sent him across the globe to help leaders create cultures of cohesion and retain top talent in their organizations.
Currently, Dr. Troy serves as the Chief Strategy Officer for South Carolina Federal Credit Union, and the lead consultant for SCF Solutions, LLC.
Dr. Troy is the author of the Best-selling Titles, Cohesion Culture: Proven Principles to Retain Your Top Talent, and Fanny Rules: A Mother's Leadership Lessons That Never Grow Old.
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Atlanta room |
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Breakout: Financials for the Non-Financial Person
Presented with your credit union financials, how do you know if your credit union is viable and strong? Balance sheets, income statements, net worth ratios and other key rations? What should they look like, and how do you interpret these complicated and at times overwhelming packages of information? Stress no more; we will dive into the financials that everyone in the credit union should be familiar with and assist you in the review and interpretation of the financial statements you are presented with.
 Sue Landauer is a certified public accountant, with more than 25 years of experience in the accounting and the financial services industry. She has conducted numerous fraud investigations for clients in various industries, including banking, manufacturing, construction and others. Sue began her career with a big four accounting firm, where she specialized in brokerage, banking, manufacturing, credit union and healthcare clients. She then worked for seven years at one of the nations top ten banking institutions. Most recently, Sue was the senior vice president of the New York State Credit Union League, where she oversaw the audit services, strategic consulting, education and training, foundation, business partners, member services and district relations.
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New York room |
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Breakout: Lending Compliance sponsored by
Compliance risk has become one of the most significant ongoing concerns for credit unions. The CFPB has indicated a return to a consumer protection focus which will challenge credit unions by increasing the cost of service and sometimes making the delivery of great member experience more difficult. Credit unions face expanded compliance expectations that can lead to higher costs and losses from escalating litigation, penalties, and staffing needs. The session will include; TCPA, FCRA, E-Sign Act, Lender Liability and UDAAP.
 Jim Bullard is a senior consultant in the Risk & Compliance Solutions department for CUNA Mutual Group. He is responsible for assisting credit unions in identifying areas of risk in their operations and recommending appropriate controls to reduce loss exposures. He serves credit unions nationally and is the team lead for all lending related consultations.
Prior to joining CUNA Mutual Group, Bullard held consultant positions at Solomon Edwards Group, Promontory Financial, and has more than 23 years' experience in commercial lending at both community and super-regional banks.
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Chicago room |
| 1:45 - 2:45 p.m. |
Breakout: Understanding the Demands of your Millennial and Centennial Borrowers
Millennials and Centennials currently account for over a third of the world’s workforce. Navigating both the demands and delivery requirements of these individuals is critical to long term sustainability. Ensuring that your lending processes align with these demands is more important than ever.
What you will learn:
- Expectations of the Millennial and Centennial borrower
- The student loan debt crisis
- Fintech and current lending disruptors
- How to gain more wallet-share from young borrowers
- Underwriting to the emerging young-adult market
 Jessica Vartanian first began working with credit unions almost a decade ago after spending the first part of her career managing retail branches in the ‘big bank’ space and working in public education.
During her tenure at Red Rocks Credit Union (Highlands Ranch, CO) Jessica led the credit union sales team to organization-high loan growth, successfully established in-depth referral programs within the contact center and branches, and spearheaded numerous enterprise systems conversions- driving organizational efficiency while reducing operational expenses.
In 2019, she completed a graduate program from the Said School of Business at Oxford University focusing in the area of Fintech.
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Atlanta room |
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Breakout: The Relationship Web: Board, Supervisory Committee and Management
Who does what? I don’t know. Third base! (From an old Abbott and Costello bit!) In the credit union, the board is elected by the membership, they appoint the Supervisory Committee, who then makes sure the Board is doing their job! Who and how are we all communicating with the staff at the credit union? Let’s discuss the who, what and where of the relationships we find in credit union land!
Sue Landauer is a certified public accountant, with more than 25 years of experience in the accounting and the financial services industry. She has conducted numerous fraud investigations for clients in various industries, including banking, manufacturing, construction and others. She began her career with a big four accounting firm, where she specialized in brokerage, banking, manufacturing, credit union and healthcare clients. She then worked for seven years at one of the nations top ten banking institutions. Most recently, Susan was the senior vice president of the New York State Credit Union League, where she oversaw the audit services, strategic consulting, education and training, foundation, business partners, member services and district relations.
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New York room |
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Breakout: Cutting Through the Noise: How to Effectively Engage Communities and Foster Inclusion in Your Organization
In a space saturated with random content and screaming voices all jockeying for position, it’s time for professionals to pause - take a breath - and rethink their purpose. Hear from Dr. Tunisha Singleton, as she connects fandom theory to the applied practice of building a holistic business approach, including your organization’s DEI initiatives. Dr. Singleton breaks down what companies can do to create sustainable culture and enjoyment around your brand - just like those rabid sports fans. In highlighting an original model titled “The 3 Es: Emotion, Engagement, and Experience,” Dr. Singleton will demonstrate how being inclusive can take many forms, advising on how your company can tell a better, more engaging story with a creative strategy and simple innovation.
Dr. Tunisha Singleton is a media psychologist, creative strategist, and sports entertainment professional with an expertise in fan engagement, integrated marketing, and digital communication. Dedicated to the intersection of storytelling, community, and technology, Dr. Singleton's work focuses on amplifying the sport experience with meaningful content for fans and stakeholders alike.
Dr. Singleton is also president of Black Girl Hockey Club and works with brands and non-profit organizations on projects surrounding building experiences, fandom, esports, mental health, amplifying Black voices, and race/gender/LGBTQ empowerment.
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Chicago room |
| 3 - 4:30 p.m. |
Keynote: Inspiring a Relatable Workplace sponsored by 
Zoomed in. Checked out. Since 2020, engaging and connecting a far-flung workforce is on the top of every company’s to-do list. Or, at least, it should be, because whenever employees feel overwhelmed, underserved, and misunderstood, the wheels start to come off the bus. Productivity goes down, sick days go up and great employees jump ship. Morale, company confidence, and profits descend in a gut-wrenching spiral.
Connect your teams to the most powerful tool they have for finding happiness, meaning, productivity, and success: each other.
Relationship expert and relatable author Rachel DeAlto will show you how to inspire an energized workforce that happily engages, collaborates, innovates, and thrives—no matter where they work. The world has changed. Work has changed. Is your organization ready?
What you'll learn:
- Validate your team’s 2020 personal experiences and create a positive shift in their professional lives for the years to come
- Provide tools to nurture employee relationships virtually and create a plan for reintegration
- Refresh interpersonal skills and reduce social anxiety
 Rachel DeAlto is a relationship expert, media personality, keynote speaker, and the author of “relatable: How to Connect with Anyone Anywhere (Even if It Scares You)” (Simon & Schuster’s Tiller Press, September 2021). Rachel maintains a law degree, master’s in psychology, as well as an undergraduate degree in communications.
She has appeared as a relationship expert on Lifetime’s Married at First Sight, TLC’s Kate+Date, and over 200+ national media outlets.
We will also be honoring the HCUA Hall of Fame inductee during this time.
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General Session Hall |