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About the Roundtable

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 $10M 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 "Envisioning 2020 and Beyond." As credit union leaders, it’s easy to get distracted by the day-to-day operations of the institutions we serve. But if we aim to exceed member expectations and focus our efforts in the most effective way possible in the rapidly changing financial marketplace, we need to act today to ready ourselves for the future. And much of the future is already at our doorstep, such as digital transformation, changing regulations, and faster payments ubiquity, among others. We must embrace these challenges and opportunities now to remain relevant and competitive financial partners or risk being left behind.

Hosting Committee

Hosts

Hotel

Marcum Center room block will be held until October 12, 2018. There are no exceptions to this date. Rooms are discounted to $105.00 per night for a King occupancy. Rooms are available for the evenings of Monday, October 22, and Tuesday, October 23. To reserve your room, call 513/529-6911, referencing CEO Roundtable Conference.

Costs

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 evening activities (cash bar available).

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.

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Agenda

Monday, October 22, 2018

12:30 p.m.

Registration


1:00 p.m.

Welcome and opening remarks


2:00 p.m.

Gigi Hyland, CUDE
Executive Director, The National Credit Union Foundation

What does financial freedom really mean?
Learn about the work the Foundation has done on measuring financial well-being and how additional efforts all point to the “North Star” of helping credit union members and consumers achieve financial freedom.


3:15 p.m.

Break and vendor networking


3:30 p.m.

Melissa Ashley, CPA
President/CEO, Corporate One FCU

Horizons...A strategic look at our future
As the leadership of your credit union, we often are absorbed in immediate, day-to-day challenges. But the real risk to our future lies on the horizon and how we take action today to ready ourselves for the future. Challenges, ideas, and strategies will be presented to address these present and future opportunities.


4:45 p.m.

Education concludes


6:30 p.m.

Dinner
MIA
77 S. Main St., Oxford, OH 45056
Arbor Room (located on the second floor of The Elms Hotel)

Connect and network with like-minded CEOs within the tri-state area. All invited.
Buffet dinner will be provided with cash bar.

Sponsored by



Tuesday, October 23, 2018

8:00 a.m.

Continental breakfast


9:00 a.m.

Welcome


9:15 a.m.

Randy Karnes
CEO, CU*Answers

What should we take to the future as a planner today?
In an era of consolidation and clear signals that the credit union industry will be far different post 2020, how should leaders plan for the future? This session will discuss how to navigate and be successful in the long term, including identifying three skills every CEO should sharpen for the future, and three characteristics of future-focused organizations.


10:30 a.m.

Aaron Rouse
VP, Chief Financial Officer, Accolade Advisory

ALM considerations in a rising interest rate environment
With short-term rates hovering near zero for nearly a decade, interest rate risk modeling was reduced to regulatory compliance. But starting with the December 2015 Federal Open Market Committee meeting, the Federal Reserve Bank began to gradually increase the target overnight rate. In this session, you will receive key insights on how rising rates will impact your balance sheet.


11:15 a.m.

Jeff Miller
Managing Director, Loan Street

Loan participations: Practical tips and common errors to avoid
Get practical tips to help build and manage an effective, regulatory-compliant loan participation program. This session will also review the new opinion from the NCUA along with common errors that can undermine a successful program. By the end of this presentation, you will have all the tools you need to start or improve your loan participation program, as well as ensure regulatory compliance.


11:45 a.m.

Lunch

Sponsored by


1:15 p.m.

Dan Berger
President, NAFCU

Washington update
Review federal issues affecting the credit union industry and get an insider's view of the current events taking place in Washington.


2:30 p.m.

Break and final vendor networking


2:45 p.m.

Gary Condit
Director, Assurance & Business Advisory Services, GBQ

CECL – Practical Options for Implementation
Back by popular demand, Gary will expand on what mid-sized credit unions need to know about CECL by providing us with practical options for implementation.


4:00 p.m.

Education concludes


6:00 p.m.

Cornhole tournament and cookout
Location: Marcum Center
All invited to join

Sponsored by



Wednesday, October 24, 2018

8:30 a.m.

Breakfast and Moderated Roundtable


10:00 a.m.

Monique Frost
Director of Career and Professional Development, Farmer School of Business, Miami University

How to develop a captivating internship to attract younger talent
Did you know Millennials have surpassed Baby Boomers as the largest living generation in the U.S.? Are you aware that those in the Gen Z population will be among some of the most tech-savvy individuals of our time? With the changing landscape of both career opportunities and skills gained, it could be time for your office to adapt its recruitment strategy around hiring, training, and retaining younger talent. Learn more about the career passions of current college students and recent alumni and how to develop a captivating internship to attract younger talent.


10:45 a.m.

Paul Gartner
Regional Program Leader, CUNA Brokerage Services, Inc.

The Need For Building Multi-Generational Relationships
The next few decades promise to bring a significant wealth transfer from one generation to the next; there may be $40 trillion or more of “money in motion.” Yet research shows much of that wealth will exit the current wealth management practice and financial institution where it currently resides. This is particularly important when the costs associated with customer retention are significantly less than customer acquisition. According to experts, the key is for financial advisors and institutions to build deeper relationships with clients—going beyond finances—and reaching out beyond current member customers to engage their families. This session will discuss how financial advisors can help break down barriers to financial security and build impactful relationships with the next generation today.


12:00 p.m.

Conclusion

Speakers


Kristi Amick

Kristi Amick

Sales Executive, CUNA Mutual

Kristi Amick is this year’s Mid-size CU CEO Roundtable emcee. 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.



Melissa Ashley, CPA

Melissa Ashley, CPA

President/CEO, Corporate One FCU

Ashley 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 she 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 three of Corporate One’s wholly owned CUSOs (Accolade Advisory, Lucro Commercial Solutions and Corporate Synergies, 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. She has a bachelor’s of science in accounting with a minor in computer science from The Ohio State University; has achieved the Certified Chief Executive designation from the Credit Union Executive Society (CUES); and, is a certified public accountant in the state of Ohio.



Dan Berger

Dan Berger

President, NAFCU

Dan became NAFCU president and CEO on Aug. 1, 2013. He was promoted to executive vice president of government affairs in July 2009 after joining NAFCU in January 2006 as senior vice president of government affairs, overseeing five divisions including legislative affairs, regulatory affairs, research/economics, regulatory compliance and political affairs/PAC. Dan is NAFCU's chief advocate before Congress, the White House and the federal regulatory agencies.

Dan brings more than 25 years of government relations and political affairs experience to his post and has held key association and business management positions. In addition, he served as chief of staff in the U.S. House of Representatives. Throughout his lobbying career, Dan has been an effective advocate and political strategist for the groups he has represented, including the Farm Bureau, Association of Realtors, and various insurance companies. For 14 consecutive years, he has been listed as one of the most influential lobbyists in Washington, D.C. by The Hill newspaper.



Gary Condit

Gary Condit

Director, Assurance & Business Advisory Services, GBQ

Prior to joining GBQ in 2011, Gary was the founder and managing member of Condit and Associates LLC. Gary has been providing professional credit union services for over 30 years to credit unions in Ohio, Pennsylvania, Kentucky, Illinois and North Carolina.

Gary’s diverse background includes implementation of quality standards, direct participation in client engagements, presentations, training, audit procedure development, attendance at client Board Meetings, correspondence with regulators and business development.



Monique Frost

Monique Frost

Director of Career and Professional Development, Farmer School of Business, Miami University

With the primary task of connecting talent with opportunity, Monique assists both employers and students with developing a specific and personalized strategic plan to meet projected goals. Monique has nurtured key skills including strategic planning, creativity, and collaboration all with a means to better server 4,000 business students and countless employers, faculty, staff and other constituents.



Paul Gartner

Paul Gartner

Regional Program Leader, CUNA Brokerage Services, Inc.

Paul has more than 25 years of leadership experience in the financial service industry and is responsible for overseeing CBSI’s credit union investment program relationships in the Atlantic region, specifically consulting to their growth and service strategies. Prior to joining CBSI, Paul was vice president at LPL Financial where he managed partnerships with bank and credit union clients.



Gigi Hyland

Gigi Hyland, CUDE

Executive Director, The National Credit Union Foundation

Gigi brings a wealth of knowledge and experience to her role as the Executive Director at the National Credit Union Foundation. Gigi's career in the credit union system spans 27 years - as an advocate, attorney, federal regulator and now as a philanthropist. She inspires credit union professionals to collaborate and incorporate consumer financial health and cooperative principles into their business strategy. She also works to help credit unions make themselves part of the strategic architecture of their community's financial well-being, integrating business and benevolence so credit unions serve as a trusted resource to their members and their community.



Randy Karnes

Randy Karnes

CEO, CU*Answers

Since 1994, Randy Karnes 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 & Associates for many years. Randy 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.



Jeff Miller

Jeff Miller

Managing Director, Loan Street

Jeff has over 25 years of experience working with credit unions, primarily focusing on assisting credit unions with loan participations. Prior to joining LoanStreet, Jeff worked at FJ Financial Group, a CUSO of First Jersey Credit Union, where he led their participation program. Jeff also co-founded Paragon Financial Group, one of the first businesses to assist credit unions in the development and implementation of loan participation strategies.



Aaron Rouse

Aaron Rouse

VP/CFO, Accolade Advisory

Aaron is responsible for the development and day-to-day management of Accolade’s interest rate risk management and loan advisory products and services. Aaron has more than 15 years of credit union experience, including serving as AVP of Quantitative & Operational Risk for one of the largest corporate credit unions in the country where he oversees the interest rate risk modeling of their balance sheet.



Questions?

Please contact Barbara L. Harper, President/CEO, COPFCU at 513.381.2677, ext. 18, or via email at bharper@copfcu.com.


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© 2018 Corporate One Federal Credit Union