Anticipating New Rules and Regulations, Battling for Consumers’ Wallets and Working Together with Co-ops: 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 can your credit union work with co-ops to grow business, benefit members and influence policymakers? And what’s on the regulatory horizon?

You’ll find the answers to those questions and more during the second 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.

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 2-3 p.m. on Thursday, Oct. 10, you can choose from these five:

  • The Battle for the American Consumer Part 2: 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.
  • Building Online Community Engagement Through Crowd-Driven Storytelling: Learn how your credit union can use innovative social platforms to engage, build awareness and create impactful stories among members and community partners in a no-holds-barred panel discussion featuring Jason Burns, founder and CEO of Profits4Purpose; Andrea Learned, president of Learned On; Sandra Morris, founder and CEO of CafeGive; and others.
  • Collaboration for Cooperatives: Evangelizing the Benefits of Cross-Sector Collaboration: Credit unions and other co-ops rarely work together to grow business, benefit members and influence policymakers. But one in three Americans is a member of a co-op, and U.S. co-ops hold $3.1 trillion in assets. In this session, credit union marketer Jon Reske will explain the benefits of cross-sector collaboration and share some successful examples.
  • Funding Diversification: A Portfolio Approach to Interest Rate Risk Management: A diversified, strategic approach to funding your credit union’s balance sheet can help you manage interest-rate risk. Chris Thomas and Mike Terry of the Federal Home Loan Bank of Seattle will show you how portfolio-based and blended-funding approaches may lead to a better balance sheet.
  • What’s on the Regulatory Horizon for Credit Unions? Mary Dunn, senior vice president and deputy general counsel for CUNA, will help you prepare for new rules and regulations.

Registration for Amplify, including all events and the Summit Awards Dinner and Gala, is $519. For details, go to


Questions? Contact Gary Stein: 503.350.2216,

Posted in Events.