Join your peers for education, collaboration and networking at the Mid-Sized Credit Union CEO Roundtable at the Marcum Conference Center & Inn at Miami University, Oxford, Ohio. The Mid-Sized Credit Union CEO Roundtable is open to all CEOs from credit unions with assets between $1M and $125M in Indiana, Kentucky, and Ohio. In addition to our speakers, the highlight of this event is the continuous open-forum discussion among attendees, speakers and moderators – a true interactive roundtable meeting.
This year’s conference theme is "Challenge of Change." As leaders, too often we are so consumed with meetings and tasks that we don’t have time to slow down and take a look at what’s going on around us. The member experience continues to grow in priority, and we must pay attention to current trends and the direction of the industry so that we can stay competitive and give our member what they need and want.
Marcum Center room block will be held until October 18, 2019. There are no exceptions to this date. Rooms are discounted to $109.00 per night for a King occupancy. Rooms are available for the evenings of Monday, October 28, and Tuesday, October 29. To reserve your room, call 513/529-6911, referencing CEO Roundtable Conference.
Due to the generosity of our sponsors and vendors, there is no charge for registration unless you cancel or “no show.” Attendees need only pay for their own transportation, accommodations, and Monday's Pub Crawl.
In order to keep this event free of charge, we regretfully must charge a $100 fee for cancellations received within two weeks of the conference. Please note: Due to the size of conference room facilities, we must limit conference attendance to 50 participants. Registration is on a first come/first-served basis.
Please contact Barbara L. Harper, President/CEO, COPFCU at 513.381.2677, ext. 18, or via email at firstname.lastname@example.org.
Welcome and Opening Remarks
Kristi Amick, CUNA Mutual Group
Industry Trends & Environment Impacts for Credit Unions
Jeff Davenport, Financial Consultant, CUNA Mutual Group
Jeff will discuss current and future economic trends impacting the future financials of credit union nationally and regionally. He will also dive into the challenges facing credit unions currently and in the future, and will also identify key industry topics that will possibly be on your list for consideration as you enter 2020 planning and budgeting season.
Take time to mingle with the vendors and see what's new this year. Enjoy snacks and light refreshments.
The Changing Payments Landscape: What Your Credit Union Needs to Know
Melissa Ashley, President/CEO, Corporate One
Fintech providers, government players, and everyday consumers continue to push forward the worldwide race of both real-time and faster payments. With the launch of the first new payments rail in 40 years, it is important for credit unions to be on the cutting edge of this transition to ensure readiness for the industry’s shift to faster payments. Learn more about current developments in the payments industry and how your credit union can help shape the future.
77 S. Main St., Oxford, OH 45056
Situated in the heart of Oxford, MIA is a unique blend of cultures and food, creating one-of-a-kind guest experiences. Since 2012, they have been serving travelers and locals alike. Enjoy dinner and drinks in the Arbor Room, located on the second floor of The Elms Hotel. All are invited to join.
Karen Reams, Mid-size Credit Union CEO Roundtable Committee Chair and President/CEO, Millstream Community CU
Cyber Security Beyond Compliance
Doug Davidson, Director of Information Technology Services, GBQ
Compliance guidelines are a good place to start building security and privacy programs, but they in no way guarantee the security of a network or the resiliency of your business. Frankly, the hackers just don’t care about your compliance status or what your regulator thinks. If they can find a weakness to exploit, they will. Is your credit union acceptably compliant yet potentially insecure? Doug will discuss security best practices that extend beyond compliance requirements that should be a part of every security and privacy program in order to promote resiliency within the credit union.
Competing in a Changing Market
Amanda Thomas, Founder & President, TwoScore
71% of the credit union industry is considered "small" (under $100 million in assets). So how do you compete in a market where everything is changing and to stay up with the latest technologies and trends requires a massive budget? Amanda will walk you through marketing tactics and other strategies that you can employ to not only compete but thrive in the future.
Taking Action to be a Credit Union of the Twenty-First Century
Ryan Foss, Senior Director of Incubation, Filene Research Institute
An alert to credit unions: The people you serve, the technology you use, and the regulations that govern you are changing. Credit unions of the twenty-first century must change too and there are proven tools to enable this change. Adam will help credit union leaders grasp the significant demographic, technological, and regulatory shifts taking place that require credit unions to rethink how they operate, serve members, and be a leader in financial services of the future. You will review four operating models credit unions can leverage to thrive and take advantage of emerging opportunities. Finally, you will learn about proven concepts, tested in Filene’s incubator, that credit union leaders can readily implement to meet the changing needs of their members and sustain their own financial bottom lines.
The Branch of The Future
Jeff Klump, President and Jack Neu Jr., Business Director, K4 Architecture + Design and Louis Masur, Sales Executive, ATM Solutions
Focusing on a three-pronged approach on facilities, technology, and people, we will describe what we are seeing in the credit union and retail banking environments. We will use actual branches as examples and explain what is good and bad about them. We will drive the point home by showing a series of before and after pictures. Finally, we will tackle branding and the new technology we see and how it impacts financial institutions.
Leveraging Technology and the Power of Cooperation and Collaboration to Build Our Future
Randy Karnes, CU*Answers
Take time to mingle with the vendors and see what's new this year. Enjoy snacks and light refreshments.
Know Your Data, Know Your Member: Growing Loans in a Digital World
Amy Robertson, Senior Manager, Lending & Payment Security, CUNA Mutual Group
Credit unions used to learn of their members’ financial needs by talking with them during branch visits. But with the growing popularity of digital banking, it may seem like it’s harder to know what they want. Fortunately, the data your members generate is a roadmap to meeting their expectations. Amy will demonstrate how data analytics can provide insights into member behavior, helping you improve your marketing results, enhance the experience you provide, and grow your loan portfolio.
Best Practices in Strategic Planning
Jeff Carpenter, President & CEO, CME CU
There are dozens of cliches on the subject of planning, and as a credit union CEO, you already know the value of setting good direction. However, sometimes it can become monotonous, confusing, frustrating, and downright painful. Join Jeff as he discusses best practices in strategic planning including what others are doing to “keep it fresh” so you can walk away with new ideas that you can implement to improve your credit union’s strategy and planning.
CEO Roundtable discussion
Moderated by Barbara Harper, President/CEO, Cincinnati Ohio Police FCU
This will be an open-forum discussion. You have an opportunity to submit a question for your peers during registration, so be sure to let us know what you would like to discuss.
Sales Executive, CUNA Mutual Group
Kristi Amick is this year’s Mid-size Credit Union CEO Roundtable moderator. She has worked in the credit union industry for over 25 years. She first started out as a teller and later managed a small credit union before working with CUNA Mutual. Kristi has a bachelor’s degree in accounting.
President/CEO, Corporate One FCU
Melissa was named president/CEO of Corporate One in 2018, after nearly two decades of working at the corporate. She joined Corporate One in 1999 following a tenure at a Big Four accounting firm. Through the years, Melissa has served in various roles, including controller, vice president of finance, and executive vice president/chief financial officer. She serves on the board of directors of two of Corporate One’s wholly owned CUSOs (Lucro Commercial Solutions and Sherpa, as chairman), and is also a board member for eDoc Innovations, an ecommerce software development company focused on providing mobile enterprise digital transaction management solutions for credit unions and other small financial institutions. Melissa has a Bachelor of Science in Accounting with a minor in computer science from The Ohio State University. She has also achieved the Certified Chief Executive designation from the Credit Union Executive Society (CUES) and is a certified public accountant in the state of Ohio.
President/CEO, CME CU
Jeff is president & CEO of the $290M CME Federal Credit Union located in Columbus, Ohio. Celebrating over 31 years in credit unions, Jeff has served in numerous roles throughout the credit union movement including founding Chair of the First Miami University Student & Alumni FCU and executive positions at the Ohio and Oklahoma Credit Union Leagues, US Central Credit Union, Credit Union National Association (CUNA), American Association of Credit Union Leagues (AACUL) and Wright-Patt Credit Union. Throughout his career he has focused on organizational strategy and planning for his organizations or assisting other organizations in developing their strategy. He assumed his current role in January 2016 and successfully developed and executed a five year capital restoration plan, achieved “top employer awards” for the past three years, and exceeded peer performance in nearly every financial metric.
Director of Information Technology Services, GBQ
Doug joined GBQ in 2016 bringing 30 years of experience working with technology and technology leadership in companies ranging in size from innovative, emerging businesses to Fortune 500s. Doug’s passion is for the business side of the information risk management, security and compliance equation. He works with business leaders and executives to assess and improve the operationalization of information risk and information security programs. Doug advises information security and compliance leadership in larger enterprises focusing on control assessment and improvement in areas such as security leadership, policy and procedure, security awareness, third party risk management and compliance with HIPAA, PCI and ISO 27001. Doug is an active member of the Columbus community and serves as a board member of the Central Ohio Cyber Security for Control Systems Chapter. He is also a two-time faculty member of InfoSec World and a past board member of the Hilliard Chamber of Commerce, former program chairman for the local Columbus ISACA Chapter and former secretary of the Russ Helickson Youth Wrestling League.
Financial Consultant, CUNA Mutual Group
Jeff has spent the past 30 years in the financial services industry, starting in banking with Fleet Bank of Maine, and eventually Key Bank of Maine as a branch manager and commercial lender. Jeff currently serves as the financial consultant working with the Sales Teams on CUNA Mutual in the Eastern half of the United States with credit unions of all sizes. He consults with the sales teams, as well as the credit union management teams on various issues in credit unions. Jeff is also responsible for research and insights related to the financial services industry and economic outlooks for the region. He has facilitated credit union strategic planning sessions and has spoken at various credit union events throughout his career and truly loves working with credit unions in helping credit unions of all sizes remain relevant to their members and consumers. Jeff is currently the vice chair of the NorState FCU Board of Directors in Maine and serves on the advisory council for the Massachusetts Share Insurance Corporation. He has also served in various chapter roles on the Aroostook County Chapter of Credit Unions, has served on various league committees in Maine and MA, and past chair of the New England CUES Council.
Senior Director of Incubation, Filene Research Institute
As the Senior Director of Incubation, Ryan is responsible for developing, planning and managing Filene’s innovation initiatives within the credit union system. His main priorities are managing the Incubator, a testing laboratory for consumer-friendly products and services, and leading Filene’s Incubation team. Prior to Filene, Ryan has done community development in Kenya and Uganda as the Executive Director of an NGO, worked in fund development for an innovative youth mentoring program in Minnesota, and has been an Executive Chef after growing up in the restaurant business. Ryan has a Bachelor of Arts Degree in Music, and an MBA from the Carlson School of Management at the University of Minnesota. He is currently on the board of directors for 180 Degrees, who supports individuals and families in overcoming barriers, transforming lives, and contributing to healthy, multicultural communities.
Since 1994, Randy has been CEO of CU*Answers, a credit union-owned CUSO that provides core processing, consulting, management, and technology services. An active participant in the credit union industry since 1985, Randy currently serves on the boards of Xtend and eDOC Innovations and formerly served on the board of Callahan and Associates for many years. He is an active speaker and facilitator for credit union board planning sessions and industry events across the country, and regularly participates in industry commentary in forums such as creditunions.com. Randy has an infectious vision and drive for bringing credit unions together to explore the power of collaboration in entirely new ways. His enthusiasm for imagining and building new credit union business models has been helping to change the way many credit unions will approach serving members now and in the future.
President. K4 Architecture + Design
Jeff Klump is President, Principal and Founder of K4 Architecture + Design in Cincinnati, OH. As the founding member of the K4 companies, Jeff`s knowledge of the entire built environment process, experience in the management of prototype roll-out programs, and commitment to serving clients has led to the integrated, total design solutions company that is K4 today. Jeff has 30+ years of comprehensive architectural, and program and construction management experience specializing in financial markets and retail development, with more than 2,500 financial projects. Jeff holds a bachelor’s degree from the University of Cincinnati.
Sales Executive, ATM Solutions
Lou started his career in the financial industry, and has worked with nearly all aspects of the credit union, including data processing, ATM/Debit card processing, marketing and websites, member demographics, mortgage and consumer lending, and branch transformation. In his current role, Lou works directly with credit unions to help manage their fleet of ATMs. The company has also recently started exploring branch management through technology. Lou received his bachelor’s degree in economics from the University of Cincinnati.
Business Director, K4 Architecture + Design
Jack joined the K4 Team in 2012 having spent 16 years in the healthcare arena. As an account management pharmaceutical professional, he worked with physician groups, managed care plans, and pharmacy chains among others. In his current role, Jack is responsible for some of the day-to-day operations of the firm as well as directs sales and marketing activities. He holds a master’s degree from the University of Cincinnati.
Senior Manager, Lending & Payment Security, CUNA Mutual Group
Amy is the senior manager of payment & lending security with CUNA Mutual Group. In this role, she is responsible for Predictive Loan Growth which is one of the products developed as part of CUNA Mutual's transformation initiative. Predictive Loan Growth seeks to combine credit union data with other data sources to more effectively and efficiently market auto loan products to members. Amy is responsible for the evolution of that product and its features as it scales to more credit unions. She came to CUNA Mutual in 2017 having spent 10 years in B2B product development in media, marketing, logistics and the healthcare industries. She has deep experience leveraging data to make products that deliver more value in efficient ways to customers. She holds a Bachelor of Arts in Economics from the University of Chicago and a Master of Science in Marketing Analysis from DePaul University.
Founder & President, TwoScore
A credit union veteran, Amanda has many years of marketing experience in credit unions ranging in size from $37 million to $200 million in assets. Her unique approach to marketing and passion for organizational culture and employee engagement has made TwoScore a vital partner of many credit unions across the United States. Amanda is the recipient of many state and national awards, including the Ohio Credit Union League Cutting Edge Marketing Brilliance award, Trailblazer 40 Below, Crash the GAC, Crash Big.Bright.Minds and she was a finalist in the 2011 CUES Next Top Credit Union Exec competition. She also enjoys guest lecturing at local universities, sharing her love of marketing with undergraduate students in her free time.