Mid-Sized credit union CEO Roundtable

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 $1M and $150M 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 "Together Toward Tomorrow." 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.

HEALTH & SAFETY PROTOCOLS

The host committee is closely monitoring the situation with COVID-19 and is following public health guidance to ensure that this event will be safe and successful. Health and safety protocols will be communicated closer to the event in accordance with the State of Ohio and Miami University’s guidelines and public health orders. The health and safety of our event attendees are a top priority to us.

Miami University’s Covid-19 Policy - (updated August 9, 2021) – Effective August 9, 2021 and regardless of vaccination status, all Miami University faculty, staff, students and visitors (including vendors, family members and significant others are required (subject to the exemptions outline in the policy) to wear a face covering indoors). Face coverings, including cloth face coverings or disposable masks must cover both nose and mouth; fit snugly against the sides of the face and secured under the chin per CDC guidance. Individuals who have NOT been vaccinated are also expected to wear masks outdoors when six feet of physical distance from others cannot be maintained.

HOTEL

The Marcum Hotel & Conference Center at Miami University
951 E Withrow St, Oxford, OH 45056

A discounted group rate of $109/night will be available until Friday, September 17. Rooms are available for the evenings of Monday, September 27, and Tuesday, September 28. To reserve your room, call 513/529-6911 referencing CEO Roundtable Conference.

Parking passes will be emailed to you a week before the Roundtable. Regardless if you have a hotel reservation, you will need to display the parking pass in your vehicle.

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’s optional 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.

QUESTIONS?

Please contact Becky Landis, CEO, State Highway Patrol FCU, at 614-431-0784, ext. 1141, or via email at BLandis@patrolcu.com with any registration questions.



Registration is now closed.

Hosting Committee


Advanz CU
falls catholic credit union
kh network credit union
heartland fcu
postal family credit union
state highway patrol fcu
topmark fcu


Agenda

Monday, September 27, 2021

12:00 p.m.

Registration

Lunch available


1:00 p.m.

Welcome and Opening Remarks

Kristi Amick, Sales Executive, CUNA Mutual Group

1:30 p.m.

Challenges & Opportunities for Credit Unions 2021

Jeff Davenport, Financial Consultant, CUNA Mutual Group

In this session, we will focus on the current economic conditions, as well as regional industry trends to highlight the challenges currently facing credit unions as it relates to liquidity, expense control, and generating income in this environment. We will use the information to discuss what potential opportunities can be considered to weather this storm and how to then prepare for the next 3-5 years.


2:20 p.m.

Vendor Break

Take time to mingle with the vendors and see what's new this year. Enjoy snacks and light refreshments.


2:50 p.m.

Preparing for Real-Time Payments

Toby Thomas, VP, Product Market Strategist, Corporate One FCU

Join us for this presentation on real-time payments where we’ll review the essentials and help you understand the benefits of real-time payments for your credit union. We’ll highlight the changes in payments trends, review the key differences between faster and real-time payments, discuss the cash management implications of around the clock payments and outline steps you can take to prepare for real-time payments. We’ll also highlight how credit unions can better understand, gain experience with and take advantage of the opportunities immediate payments offer.


3:40 p.m.

Member Onboarding and Engagement in a Post-Covid World

Geoff Johnson, President/COO, CU*Answers

The Covid-19 pandemic has exponentially accelerated the pace of the Digital Revolution. Are you keeping pace or falling behind? This session will offer ideas and advice to help us all keep pace as competition increases from both within and outside the financial services industry. Practical considerations for digital solutions such as remote/online establishment of new memberships, savings accounts, and loans will be offered. You will also receive helpful tips to balance critical success factors, such as exceptional member experience, compliance, and security, when developing your digital solutions.


5:30 p.m.

CEO Dinner

The Elms Hotel, Arbor Room (75 S Main St, Oxford, OH 45056)

Getting together for dinner, drinks, and connection never felt so good. All are invited to join. Transportation to be provided.

 

Buffet dinner provided by:

fiserv

Bar provided by:

 

7:00 p.m.

Pub Crawl (optional)


Tuesday, September 28, 2021

8:00 a.m.

Breakfast


8:45 a.m.

Welcome

Heather Walter, Mid-Sized Credit Union CEO Roundtable Committee Chair and CEO, Advanz Credit Union


9:00 a.m.

Regulatory Compliance Update

Michael R. Christians, Regulatory Compliance Counsel, Michael Christians Consulting, LLC

Have you ever heard the phrase “elections have consequences?” They certainly do when it comes to the regulatory environment. With a new administration in Washington, D.C. and an economy that appears to be rapidly recovering from the Coronavirus-inflicted recession, the regulators are again flexing their muscles.

During this session, we will identify the most significant developments in the area of consumer protection and help your credit union prioritize your compliance related responsibilities in the months to come. Topics discussed will include: Recession of COVID-19 Related Policy Statements, NACHA 2021 Rulemaking, Expansion of Same-Day ACH Window and more!


9:50 a.m.

Keep Me From Getting Sued—HR in a New World

Michael Stultz, Managing Partner, Stultz & Stephan, Ltd.

Labor composition is ever-changing. That’s particularly true as Millennials and Generation Z grow to constitute more and more of the workforce. With them comes different sensibilities, values, and motivations. During this session, we will discuss the interview and hiring process, employee management, COVID-19 issues, and address diversity, equity, and inclusion in your credit union.


10:40 a.m.

Vendor Break

Take time to mingle with the vendors and see what's new this year. Enjoy snacks and light refreshments.


11:10 a.m.

The War for Talent 2021

Michael T. Denisoff, CEO/President, Employers Resource Association

Having the best talent changes everything when it comes to performance in organizations. Finding, attracting and keeping talent in a strategic and intentional manner can make all the difference. This discussion will dive into the undeniable importance of taking steps to ensure that you win the Talent War of today. It will provide the necessary practices, approaches and mindset to build a strong talent pipeline to fulfill current and future leadership needs.


11:55 a.m.

Lunch


1:15 p.m.

Succession Planning: The War for Talent 2021 - continued

Michael T. Denisoff, CEO/President, Employers Resource Association


2:00 p.m.

Building an Attractive Recruiting and Retention Strategy

Sharon DeLay, MBA, SPHR, SHRM-SCP, CPCC, BoldlyGO Career and HR Management, LLC

2020 changed almost everything for employers, but one remaining constant is the challenges employers face with recruiting and retaining employees. We’ll use this session to look at the realities of today’s workforce, explore WHY candidates should choose your organization, and discuss strategies for attracting and retaining a workforce in today’s competitive marketplace. We’ll talk about technology, development, and traditional and non-traditional resources every employer should be thinking about for building a stronger, lasting team.


3:10 p.m.

Roundtable Discussion - Talent and Employee Engagement

Moderator: Brad Mader, President, KH Network Credit Union

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.


5:30 p.m.

Cornhole Tournament & Cookout

Marcum Center

Enjoy mingling with peers while enjoying food and competing in our annual cornhole tournament! All are invited to join.

Bar provided by:

   

Prizes provided by:

trinity debt management

 

Wednesday, September 29, 2021

8:00 a.m.

Breakfast


8:40 a.m.

Preparing for an IT exam

Stephen A. Boston, CPA, CISA, Director, Information Technology Services, GBQ
Doug Davidson, CISA, Director, Information Technology Services, GBQ

Most credit unions are no stranger to the IT examinations conducted by various regulatory bodies, such as the ODFI or NCUA. Whether you see yourself as fully prepared or have already started sweating just hearing the mention of regulators, join us for a discussion about the best things to focus on as you begin to prepare for your next exam. With insights from many years conducting independent IT audits and assessments and working hand-in-hand with credit union staff as they work through remediation of regulators’ exam findings, we will discuss the common pitfalls to avoid, including what information you need to start retaining now.


9:40 a.m.

Designing Your Branch Outlook for The Next Decade

Jeff Klump, President, Principal and Founder, K4 Architecture + Design
Louis Masur, Sales Executive, ATM Solutions
Jack Neu, Business Director, K4 Architecture + Design

The impact of digital transformation in the financial industry and the events of the global pandemic have led credit unions to reimagine their branch strategies for operational and staffing efficiencies, combined with additional concerns for the health, safety, and welfare of their members and staff. Looking forward, K4 will discuss their branch outlook for the next decade and why branches will continue to serve very important roles for both credit unions and the communities they serve.


10:30 a.m.

Break


10:45 a.m.

Roundtable Discussion - Operations & Strategy

Moderator: Kristi Amick, Sales Executive, CUNA Mutual Group

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.


11:45 a.m.

Event concludes




Speakers


Kristi Amick

Sales Executive, CUNA Mutual Group

Kristi is this year’s Mid-Sized 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.




Stephen A. Boston, CPA, CISA

Director, Information Technology Services, GBQ

Steve provides financial and technology assurance and consulting services across many industries including software and technology, retail, restaurants, financial institutions and manufacturing. He is responsible for system and organization control (SOC) examinations; data analytics, business intelligence and process automation engagements; and IT audits. He also has extensive experience in financial statement and employee benefit plan audits, as well as technical accounting matters.




Michael R. Christians

Regulatory Compliance Counsel, Michael Christians Consulting, LLC

Michael assists financial institutions and organizations across the country with ensuring their compliance programs conform to Federal laws and regulations. Michael has more than two decades of experience in the financial services industry with a primary focus on consumer compliance, and he provides counsel relative to current rules, assists with the strategic implementation of upcoming regulatory changes and offers customized education and training services. He obtained his Juris Doctorate from Drake University Law School.




Jeff Davenport

Financial Consultant, CUNA Mutual Group

Jeff currently consults with the Sales Teams on CUNA Mutual in the Eastern half of the United States, as well as the credit union management teams on various issues in credit unions. He 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.




Sharon DeLay, MBA, SPHR, SHRM-SCP, CPCC

BoldlyGO Career and HR Management, LLC

Sharon brings a diverse background in direct sales, higher education, and communications before creating her current business that focuses exclusively on small businesses. She works with businesses across five areas: general HR, recruiting and on-boarding, training and development, non-traditional benefits and consulting, and career and corporate outplacement. Besides her long list of accolades and awards, Sharon holds an MBA, as well as undergraduate degrees in HR, Education, and Communication.




Doug Davidson, CISA

Director, 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.




Michael T. Denisoff

CEO/President Employers Resource Association

Michael offers expertise in multiple disciplines, such as strategy and business, organizational effectiveness, training and development, executive coaching and human resource excellence. Michael began his consulting career with the Covey Leadership Center, headed by Stephen Covey, the renowned author of “The Seven Habits of Highly Effective People,” where he worked with clients such as the United States Navy and Coast Guard, Merrill Lynch and Midatlantic Bank. Michael received his master’s in business administration from Loyola Marymount University and his bachelor’s degree from the University of Notre Dame. He also attained his certification as a professional coach from the Hudson Institute of Santa Barbara, as well as a professional certified coach (PCC) credential from the International Coaching Federation.




Geoff Johnson

President/COO, CU*Answers

Geoff brings a wealth of practical lending experience and industry knowledge to the table with 16 years in credit union leadership roles that oversaw the strategic direction of lending and sales in the following areas: commercial, consumer, credit card, indirect, participation, real estate and all aspects of collections.




Jeff Klump

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.




Louis Masur

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.




Jack Neu, Jr.

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 and directs sales and marketing activities. He holds a master’s degree from the University of Cincinnati.




Micheal Stultz

Managing Partner, Stultz & Stephan, Ltd.

Michael focuses his practice on lender-liability defense, high-stakes litigation, and contested bankruptcy matters for Ohio’s financial institutions. In addition to his litigation practice, Michael represents financial institutions in complex loan workouts, employment matters, contract review and vendor management, and loan-document preparation. He also has experience in a wide array of business transactions, including mergers, acquisitions of business assets, and the resolution of shareholder disputes.




Toby Thomas

VP, Product Market Strategist, Corporate One FCU

Toby is responsible for creating a competitive advantage for Corporate One and its national field of membership by designing, supporting, and orchestrating growth-oriented Go-To-Market strategies for new products and services and analyzing and adjusting existing product market strategies. With nearly 20 years of experience in the credit union industry he has gained in-depth knowledge of the many complex aspects needed for successful cooperation among cooperatives through leadership positions in areas of national sales, investment and portfolio strategies, and successful correspondent financial products development.



Sponsors


atm solutions
corporate one
cu answers
cuna mutual group
gbq
k4


Vendors


auto link
fhl banks
fiserv
fiserv
trinity debt management

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