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Schedule

 
Tuesday, October 23 Registration Information

10:30 a.m. – 5:00 p.m.

Estes Park Credit Union Historical Tour
(Optional Pre-Conference Workshop)

3:00 – 6:00 p.m. Conference Registration
   
Wednesday, October 24
7:30 – 8:30 a.m. Continental Breakfast & Registration
8:30 – 9:00 a.m. Welcome & Opening Remarks 
9:00 – 10:15 a.m. General Session
Opening Keynote: The Spark, the Flame, and the Torch: How inspiration has become the most important distinctive advantage for modern organizations – Lance Secretan
10:15 – 10:30 a.m. Networking Break
10:30 – 11:45 a.m. General Session
Legislative & Regulatory Update – Ryan Donovan, Mary Dunn
11:45 a.m. – 1:15 p.m. Lunch on your own
1:15 – 4:15 p.m.

Afternoon Workshop
• Leveraging Your White Hat Position – Amy Davis, Anne Legg
• Strategic Risk Planning – Tony Ferris

4:30 – 5:00 p.m. Wrap Up Day 1
5:00 – 6:00 p.m. Networking Reception with Sponsors
   
Thursday, October 25
7:30 – 8:30 a.m. Continental Breakfast
8:30 – 9:00 a.m. Kick Off Day 2 
9:00 – 10:00 a.m. General Session
Economic Outlook for Credit Unions – Mike Schenk
10:00 – 10:30 a.m. Networking Break
10:30 – 11:45 a.m. Breakout Sessions
• Star 18 Best Practices from Successful Community Credit Unions – Moderator: Meghann Dawson
• Chart 18 Using Your Own Business Intelligence to Make More Loans – Michael Cochrum
• Chart 18 Effective Credit Union Board Succession Planning: New Demands Shine the Spotlight on Standard Practices – Bob Hoel
11:45 a.m. – 1:00 p.m. Awards Luncheon
1:15 – 2:30 p.m.

Breakout Sessions
• Chart 18 Inventing Qualified Borrowers – Jamie Chase
• Bulb 18 Get off My Lawn!: How to Monetize Social Media for Business Results – Jay Valanju
• Star 18 Product & Marketing Strategies to Attract & Create the Loyalty of the Hispanic Community – Miriam De Dios, Frances Godfrey

2:30 – 2:45 p.m. Networking Break
2:45 – 4:00 p.m. Breakout Sessions
• Bulb 18 Leveraging the Cooperative Business Model – Theresa Hilinski
• Bulb 18 Using Technology to Become a Member's Primary Financial Institution (PFI) – Ryan Caldwell
• Chart 18 Unmet Community Needs: An Opportunity to Propel Credit Union Growth – Pablo DeFilippi, Robin Romano
4:00 – 5:00 pm Wrap Up Day 2 
   
Friday, October 26
7:30 – 8:30 a.m. Continental Breakfast
8:30 – 9:00 a.m. Kick Off Day 3 
9:00 – 10:15 a.m. Breakout Sessions
• Star 18 Capitalizing on Small Business in Your Community – Doug Benzine, Jeff Stone
• Chart 18 Financial Literacy: An Opportunity to Serve & Grow Your Youth Membership – Danielle Brown
10:15 – 10:30 a.m. Networking Break
10:30 – 11:30 a.m. General Session
Closing Keynote: Impactivity™: Super-productivity to help turn your conference ideas into big results for your credit union – Neen James
11:30 a.m. – Noon Closing Remarks 

 

Star 18 Best Practices  Bulb 18 Innovation  Chart 18  Membership & Growth

*Optional Pre-Conference Workshop requires registration. See Registration page for more information.


Highlights

Action takeaways
Leave each breakout with three takeaway actions.

Expert speakers
Hear from the best and brightest experts.

Growth strategies
Discover strategies ready for implementation.

Networking opportunities
Share thoughts and ideas with credit union peers.

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