Navigating the Affordable Care Act, Battling for Consumers’ Wallets, and Building a ‘Virtual Branch’ Online: What Will You Learn at Amplify?

In the ever-changing battle to deliver financial services to consumers, are you prepared to defeat retailers, mobile-network operators, card issuers and Web-based platforms? How will you navigate through the maze of options created by the Affordable Care Act? And how do you build a “virtual branch” to serve the digital needs of tech-savvy members?

You’ll find the answers to those questions and more during the first of two Thursday-afternoon series of breakout sessions at Amplify, the Northwest Credit Union Association’s annual celebration of the credit union movement. This year’s convention, scheduled for Oct. 8-10, will take place at the Hilton Portland & Executive Tower (921 SW 6th Ave.; 503.226.1611) in Portland, Ore.

In between general sessions featuring nationally-known speakers—including Debbie Matz, chairman of the National Credit Union Administration, and A.B. Stoddard, associate editor and columnist for The Hill—convention-goers can attend a trade show featuring more than 100 exhibitors, bid on items at an auction benefitting Credit Unions for Kids, attend impact sessions led by industry leaders, and choose from 16 educational sessions spread over two days.

The breakout sessions are designed to inform and inspire. From 12:45-1:45 p.m. on Thursday, Oct. 10, you can choose from these six sessions:

  • The Battle for the American Consumer: Banks and credit unions are now competing with retailers, mobile network operators, card issuers and Web-based platforms such as Google and Amazon to deliver financial services to consumers. Will you survive this fight for members’ wallets? John Lass, senior vice president for strategy and business development for CUNA Mutual Group, will help you gird for battle.
  • Demystifying Financials: How would credit union taxation impact your balance sheet? How do you calculate the allowance for loan loss? What is the double-edged sword of asset growth, or the five levers of the spread analysis? Matt Stephenson, executive vice president and COO at Rogue Federal Credit Union, will help you and your CFO speak the same language.
  • Healthcare Reform – What Employers Need to Know and Do Now: From Flexible Savings Account limits to the fines that employers and employees may face, navigating the maze of choices created by the Affordable Care Act can be complicated and confusing. Donna Losch and her team at Brown & Brown have studied the law extensively, and they have answers for credit unions.
  • Legal Update: The regulatory avalanche continues, but industry experts Brian Witt and Hal Scoggins can help you avoid getting buried. The team from Farleigh Wada Witt will provide insight on current legal issues affecting credit unions, including major new and proposed NCUA and CFPB regulations.
  • Northwest Entrepreneurial Landscape: How can credit unions partner with start-ups to bring value-added emerging technology to members? In a panel discussion moderated by Geekwire, you’ll learn about the latest tech trends and how a growing entrepreneurial community is being nurtured in the Northwest.
  • Online Presence: Are You There? Defining personal communication in the digital age is crucial, because Gen Y consumers won’t switch to your credit union just because your rates are better. Rob Rubin, managing director of Novarica, will explain why excellent online services are a must, and he’ll show you how to build a “virtual branch” that satisfies the needs of tech-savvy members.

Registration for Amplify, including all events and the Summit Awards Dinner and Gala, is $489 through Sept. 27, or $519 after that date. For details, go to


Questions? Contact Gary Stein: 503.350.2216,

Posted in Events.