Session Information

OPENING KEYNOTE SESSION 4:30 p.m. - 5:30 p.m.

"Strategic Futures" presented by David Zach

Whether you’re an owner, a free agent, a manager or just somebody who likes to think a lot about the future, you need to pay attention to both the bottom line and the horizon. With a focus on the practical and the possible, this is a down-to-earth look at key strategic trends: from the rise of intelligent money to the fall of national borders, from virtual workplaces to virtually unlimited information, and even from the automation of healthcare to the automation of things you’ve never believed possible.

"NCUA Update" presented by Gigi Hyland

Board Member Hyland will cover several issues of interest to credit unions that are current priorities for the NCUA. She will discuss some key exam issues, such as third party due diligence and strategic planning, as well as the elimination of the CAMEL matrix and audits of uninsured shares. In addition, Hyland will explain the findings and recommendations of the Outreach Task Force, as well as how the NCUA Board may proceed on these recommendations. Finally, she will reserve time for discussion on any topics of interest to attendees.

CONCURRENT SESSIONS 10:30 a.m. – 11:30 a.m. (These sessions repeat at 1:30 p.m. and 3:00 p.m.)

"Ask the Futurist" presented by David Zach

This is a unique opportunity for you to join futurist David Zach in a lively conversation about the trends and traditions discussed in his keynote. Join us as we talk about the practical and intriguing implications of these ideas for both your life and work. Please bring your notes, questions, ideas and imaginations to class.

 

"Coloring Outside the Lines" presented by Jeffrey Tobe

This high-energy, fast paced, humorous creativity session has received outstanding reviews from diverse audiences around the world. Jeffrey Tobe challenges you to step outside of your comfort zone in positioning your service, your product or yourself more creatively than ever before. This session will provide the insight you require to give yourself the ‘competitive edge’ for which we strive in this crazy marketplace.

 

"Marketing to New Latino Immigrants" presented by Yasmin Wurts Metivier

As the financial services industry is rapidly learning, the Latino client’s interest and loyalty can be elusive. Countless task forces have been assembled, and endless initiatives have been launched in efforts to capture their business, but more often than not the results are disappointing; and to make matters worse, nobody knows why. But it doesn’t have to be that way. Successfully banking the Latino consumer is a straightforward process of informed preparation, planning and execution. There are seven critical steps in the process, and when they are carefully followed the mystery of the elusive Spanish-speaking consumer is solved and their business and long-term loyalty are yours.

Guest Speaker DeLania Truly, CUNA Mutual Group