Event Info

August 10th 8:00 am -
August 12th 5:00 pm PDT

August 10th 9:00 am -
August 12th 6:00 pm MDT


2 days, 9 hours


$919.00

Register Now


Venue Info:

Sunriver Resort
17600 Center Dr
Sunriver, OR 97707

Program Overview

This is a must-attend event for executive-level credit union leaders in the Northwest! NWCUA and the PNW CUES COUNCIL are pleased to bring you the latest insight into the credit union industry. Combining leadership networking and top-notch educational sessions with recreational activities. [email protected] 2021 offers an opportunity to build upon existing relationships with meet new colleagues while surrounded by the beauty of Central Oregon.

Need a room or condo reservation for your stay with us at Sunriver? Please reach out to Holly Miller with your needs and she will help you with your reservation. 

 

Partnered With
Sponsored By


PSCU logo

 

To learn more and connect with our partner or sponsors, please reach out to Strategic Link.

Program Agenda

[email protected]
Day, Date, & TimeEvents & Descriptions
Tuesday, August 10
1:00 - 5:00 p.m. PDTInformal Golf Outing - Organized by PNW CUES
If you’ll be in Sunriver Aug. 10, and want to squeeze in an informal round of golf in Bend, Oregon prior to the Welcome Barbecue, please contact Steve Canfield with the PNW CUES Council. Steve is organizing an informal golf outing that afternoon.
5:30 – 7:00 p.m. PDTWelcome Reception for all executive attendees
Casual – BBQ Style – onsite at Sunriver Resort
Wednesday, August 11
7:30 – 8:00 a.m. PDTBreakfast
Sunriver Resort
8:00 – 8:30 a.m. PDTWelcome & Opening Comments
Troy Stang ● President and CEO ● NWCUA
8:30– 9:30 a.m. PDTContent Session - The Economy in Perspective
Jason Haley ● Chief Investment Officer ● ALM First

The economic landscape is rapidly changing as the nation moves toward a post-covid economy. Federal monetary policy and fiscal policy may change sooner than initially anticipated as GDP growth will likely hit a 35-year high. The wages and cost of goods, including consumer staples, are rapidly rising. While interest rates have stabilized, there continues to be upward pressure. During this presentation, Jason Haley, Chief Investment Officer at ALM First, will share trends and indicators that will give credit union leaders insights to manage risks better, regardless of the environment. Haley will share specific tools that credit unions can deploy to help drive income in an environment where deposit growth is greater than loan growth.
9:30 – 10:30 a.m. PDTContent Session – Workplace Innovation
Rocky Ozaki ● CEO and Co-Founder ● NoW of Work
Eric Termuende ● Co-Founder ● NoW of Work

NoW of Work will deliver a keynote that will first challenge members to identify their corporate archetype - this is the starting point that inspires action. We will then focus on modern practices of (resilient) companies thriving through the pandemic and will end with tactical advice from the future office design and learning & development, to creating naturally innovative and agile teams. Content also will include crypto, DEI, hybrid workplaces and the +/- of distributed workforces and general inspiration for the future.
10:30 – 10:45 a.m. PDTBreak
10:45 – 12:00 p.m. PDT
(Simultaneous with Roundtable below)
Deep Dive Roundtable for CEOs
Topics, driven by attendees, will focus on timely, relevant, and critical issues.
10:45 – 12:00 p.m. PDT
(Simultaneous with Roundtable above)
Roundtable Conversations for Executives
Rocky Ozaki ● CEO and Co-Founder ● NoW of Work
Eric Termuende ● Co-Founder ● NoW of Work

Continued group discussion about remote culture
12:00 p.m. PDTLunch
Will be provided a boxed lunch to take to afternoon activities.
12:30 – 5:30 p.m. PDTAfternoon Activities
Pre-registered Events or Free Time
· Golf – Meadows Course
· Horseback Riding SOLD OUT!
· Free time on your own
5:30 – 7:00 p.m. PDTExecutives Reception
Sunriver Resort

Afterward, members are encouraged to organize and gather with others for casual dinners at nearby restaurants or at rental homes, as they wish.
Thursday, August 12
7:30 – 8:00 a.m. PDTBreakfast and Opening Comments
Jennifer Wagner ● EVP, Chief Advocacy Officer ● NWCUA
Sharee Adkins ● Executive Director ● NWCUF
8:00 – 9:00 a.m. PDTContent Session - Future of Finance
Todd Clark ● President and CEO ● CO-OP Financial Services
Tony Boutelle ● President and CEO ● Origence/CU Direct

The technology decade of banking is here. Member expectations have been elevated by companies like Apple, Amazon, Netflix, and Uber. The financial services industry is rapidly evolving as big banks, neo-banks, and fintechs invest in technology and new business models with a focus on the consumer and market disruption.

In this session, engage with the CEOs of two of the nation’s largest CUSOs, Todd Clark of CO-OP Financial Services, and Tony Boutelle of Origence/CU Direct, to hear their vision, strategy, and investments to create the future of payments and lending today. Come with your questions and insights on how they can help credit unions continue to compete, better serve members, and grow market share.
9:00 – 10:00 a.m. PDTContent Session – Advancing Diversity, Equity, and Inclusion
Jennifer Huggard ● SVP, Administration & Governance Affairs ● NWCUA
Sharee Adkins ● Executive Director ● NWCUF

During this session, we'll discuss how credit unions are advancing diversity, equity, and inclusion to create cultures of belonging. We'll unpack the DEI Task Force's recommendations under the areas of Employer, Financial Institution, and Community Partners to ensure that you leave with ideas to take back to your teams.
10:00 - 10:15 a.m. PDTBreak
10:15 - 11:45 a.m. PDTFacilitated Roundtable Conversations
• Secondary Capital
• Cyber Security
• Additional Topics - TBD
11:45 – 12:00 p.m. PDTWrap Up & Conference Concludes

Optional Networking Activities

Meadows Golf Outing

Sunriver Resort is a golfer’s paradise and an ideal choice for a golf vacation. The resort’s four courses were designed by an acclaimed architect. Graced with carefully preserved wetlands, forested meadows, and sparkling waters, Sunriver Resort offers 63 holes of the best golf in the West. With their aesthetic grace, holes bordering the meandering Sunriver, and dramatic use of directional and fore bunkers, these courses serve up ample challenges for golfers of all skill levels. Sunriver is the perfect destination vacation — it was named one of the Top 10 Destinations for Family Golf by Golf Digest and one of the Best Golf Resorts in the Pacific Northwest.

  • 18 holes of golf, including rental clubs, $165
  • 18 holes of golf, rental clubs not provided, $120
Horseback Riding Outing – SOLD OUT!

Whether you have plenty of experience or none at all, enjoy exploring Sunriver Resort on a horseback adventure! Set out on the trail by horseback for a one-hour guided trail ride. Experience nature as never before as you and your horse mosey through a stunning Great Meadow blooming with wildflowers and native vegetation and into the forest, among the mighty Ponderosa pines. Guests over seven years of age may register for this event as well.

  • 1-hour horseback trail ride, $130

Speakers

Tony Boutelle
President & CEO, Origence/CU Direct Corporation

Tony Boutelle is the President and Chief Executive Officer of CU Direct. Tony has over 30 years of credit union industry experience, beginning his career at the Colorado Credit Union League in 1985.  He continued his career at the California Credit Union League in beginning of 1987 and moved to CUNA Mutual Group in 1991 where he held executive positions at both companies. He returned to the California Credit Union League in 1994 to start CU Direct Corporation. He has built the network to include 1,138 credit unions and that represent 45 million members and 15,700 auto dealers. 

Under Tony’s leadership, the company has grown into the nation’s leading lending and automotive solutions provider for credit unions. Tony has successfully expanded the organization to include products such as Lending 360 (Loan Origination System), Origence (Mortgage Loans), CUDL (Lending Portal), OnSpot Financing (Retail Loans), Lending Insights (Loan Analytics), and comprehensive auto buying programs. In 2020, CU Direct helped credit unions fund over $43 billion in new loans and over $331 billion since inception. 

Tony graduated from the University of Wisconsin-Madison with a Bachelor’s of Business Administration. 

Picture of Todd ClarkTodd Clark 
President & CEO, CO-OP Financial Services 

Throughout his career, Todd Clark has specialized in identifying technology gaps in the market and determining how emerging technology will fill those gaps, all with an aim of uncovering efficiencies for financial institutions. 

Clark began his tenure as President/CEO at CO-OP Financial Services in 2016. His vision and leadership has transformed the company into the credit union industry’s foremost partner for payments and financial technology. Today, the company continues to build out its dynamic ecosystem of solutions to enable and ensure credit success well into the future 

Prior to CO-OP, Clark spent 22 years with First Data Corporation, where he last held the position of SVP/Head of STAR Network and Debit Processing. In this capacity, he was responsible for the business unit’s profit/loss and led a team of more than 600 product, strategy, communications, strategic sales, technology, operations, and support personnel. 

Clark also has entrepreneurial experience, co-founding a start-up company called Core Data. This organization was sold to Concord EFS, which later merged with First Data. At the time of sale, Core Data had become the second largest ATM processor in the United States. He was also an executive with Cardtronics, Inc., and Feedzai 

Clark holds a BA in economics from University of Texas at Austin. 

Jason Haley 
Chief Investment Officer, ALM First 

Jason Haley is ALM First’s Chief Investment Officer, joining the firm in 2008. He heads ALM First’s Investment Management Group (IMG) and is portfolio manager for the Trust for Credit Unions mutual funds. Jason and his team are responsible for leading the investment process and investment theme development for the firm. Jason also oversees all capital markets activities, including portfolio management, trading, market research & commentary, and execution of hedging and funding strategies for the firm’s depository clients.  

Jason holds a MBA with a concentration in finance and a BBA with a concentration in marketing, both from The University of Mississippi. 

Rocky Ozaki 
CEO & Co-Founder, NoW of Work 

Rocky is the Founder & CEO of the NoW of Work Inc. – a business transformation firm whose primary focus is helping executives build future-proofed, resilient organizations that are anchored on cultures of innovation and agility. He couples a decade of senior leadership roles in large enterprise, with 5-years in start-up tech to form what he believes is the DNA for companies to survive in our exponential (and highly uncertain) times. 


Chris Sache 

CEO, Think|Stack 

Chris found his entrepreneurial spirit at a young age. He has been passionately leading teams since the lemon aide and lawn cutting empire of Springdale. As an athlete, Chris continued to develop his leadership style and passionately rebellious flare. He loves to improvise, create and inspire others. His passion for leadership and creativity helped shape his vision for the future blending human centered design with technology. He used that vision and process to build and found Think|Stack 8 years ago.   

Demonstrating the path, while relentlessly moving forward, Chris is passionate about inspiring others with a vision of the future. His ideas and enthusiasm create excitement and energy in others.  

 Think|Stack has an extraordinary team, delivering cyber security and infrastructure services. Finding the best talent and supporting them to lead in their own way, is a core tenant of the Think|Stack culture.  As CEO, Chris feels his role is to help his talent blossom, achieving their maximum potential, by clearing the path and supporting the culture. He loves teaching design thinking and encouraging his folks to have new experiences, helping them bring their ideas to life.     

 Chris selflessly serves his family, company and community. He is most proud of his role as a husband and father of three. When he isn’t spending time with his family, playing in the mountains, QB’ing flag football or leading Think|Stack, he can be found serving community workforce development. Chris assists and encourages young people to pursue careers in cyber security, design thinking and technology and see this as a path to elevate Baltimore. Chris serves as the vice-chair of the Governors Workforce Development Board, and as a board director for CAMI. He also supports YearUp and Junior Achievement in their efforts to develop our youth. 

Picture of Troy StangTroy Stang
President & CEO, NWCUA 

Troy Stang serves as the President and CEO of the Northwest Credit Union Association. The Association represents more than 180 credit unions in Idaho, Oregon, and Washington, and their 6.5 million consumer members. Under his leadership, the Association continuously strives to position credit unions as the most relevant financial institutions of choice in the marketplace by ensuring the legislative, regulatory, and political environments embrace the most progressive policy environments possible. This allows the cooperatives to remain relevant in the marketplace. 

The Northwest Credit Union Association has become a formidable public policy influencer, advancing state and federal credit union policy through advocacy efforts with legislators and regulators. Stang is committed to building awareness about credit unions’ not-for profit structure as cooperatives, the value of the tangible benefits they generate and deliver to their members, and the impact they have in communities they serve. 

Stang served from 2003-2006 as senior political staff under U.S. Department of the Treasury Cabinet Secretary John Snow, during the George W. Bush Presidential Administration. He has an established and significant body of work in the credit union industry, having previously served as a Vice President at the Texas Credit Union League and as a Senior Vice President for one of the nation’s largest credit unions in Arizona. There he provided oversight of strategic growth and development. Stang began his career as a manager of a central Minnesota credit union. 

Stang holds a Master’s Degree from The College of St. Scholastica in St. Paul, Minnesota, a Bachelor’s Degree from Concordia University in St. Paul, and an Associate of Applied Science Degree from St. Cloud Technical College in St. Cloud, Minnesota. Stang also earned Credit Union Development Educator (CUDE) distinction from the National Credit Union Foundation. 

Eric Termuende
Co-Founder, NoW of Work 

Eric Termuende believes that if he can help make people’s lives better at work; he can make people’s lives better outside of it. His presentations go beyond diversity and inclusion to help audiences understand people and patterns in order to optimize the workplace.  

Prior to NoW of Work, Eric co-founded DRYVER Group, a consultancy focused on the attraction and retention of top talent. Here he co-developed a tool that quantifies workplace culture. Eric and his team helped pinpoint strengths and opportunities in an organization to optimize culture, improve attraction, and mitigate poor retention numbers. Believing that collaboration is a key to success, Eric has helped develop a partnership network in Canada to emphasize the importance of teamwork and the delivery of great work. 

Eric has been featured in Forbes, Inc., Thrive Global, the Huffington Post and many others prominent media organizations. He has been recognized as one of only ‘100 emerging innovators under 35’ globally by American Express and sat as Community Integration Chair for Global Shapers Calgary, a community that functions under the World Economic Forum. He is a former Canadian G20 YEA Delegate, representing Canada in Sydney in 2014, and was a former ‘Global Shaper’ with the World Economic Forum.  

Eric brings forward timely data and insight with compelling visuals to motivate audiences towards future success. He is dynamitic, passionate, charismatic informative and has spoken at events ranging from leadership and development to success and happiness, education and innovation, and the future or work and workplace culture. 

Pricing, Location & Travel Information

Pricing Information

Registration pricing: Early-Bird $619 (Ends May 14), Regular $919 (Ends July 11), Late $1,059

Small CU Pricing*: Early-Bird $529, Regular $789, Late $899

Pricing for Wednesday Afternoon Activities:

Meadows Golf Outing:

    • 18 holes of golf, including rental clubs, $165
    • 18 holes of golf, rental clubs not provided, $120

Horseback Riding Outing:

    • 1-hour horseback trail ride, $130
Location & Travel Information

Sunriver Resort17600 Center Drive, Sunriver, OR 97707

    • Need a room or condo reservation for your stay with us at Sunriver? Please reach out to Holly Miller with your needs and she will help you with your reservation. 
Additional Travel Information

Special Travel Rates and Discounts for NWCUA Members: The Northwest Credit Union Association has negotiated special rates and discounts for travel accommodations. Find out more on our travel discounts page.

* Discounted pricing is available for credit unions with assets of $100m and less.
** To secure our special room rate, reservations need to be made by July 8.
 

Safety & Risk Policy

Attendees who register for [email protected] (EVENT) assume all risks and accept sole responsibility for any injury (including, but not limited to, personal injury, disability, and death), illness, damage, loss, claim, liability, or expense, of any kind, that attendee may experience or incur in connection with attending the Northwest Credit Union Association (NWCUA) EVENT.

Due to the COVID-19 pandemic, Attendee acknowledges the highly contagious nature of COVID-19 and voluntarily assumes the risk of exposure or infection by attending the EVENT, and that such exposure or infection may result in personal injury, illness, disability, and/or death to attendee. Attendee understands that the risk of becoming exposed to or infected by COVID-19 at the EVENT may result from the actions, omissions, or negligence of others who may attend the event or their families, colleagues, or others with whom they may have contact.  Attendee understands and agrees that this Acknowledgement and Assumption of Risk includes any claims based on the actions, omissions, or negligence of NWCUA, its employees, agents, and representatives, whether a COVID-19 infection occurs before, during, or after participation in the EVENT.

Attendee agrees to comply with all COVID-related procedures that NWCUA or the EVENT Venue may implement, including, but not limited to, mask-wearing and social distancing requirements, state health department guidance, restrictions on certain activities that carry higher COVID-related risk, such as social gatherings indoors, including bars or hotel rooms, in order to protect as much as possible the health and safety of all EVENT attendees. Failure to follow the guidance as set forth by NWCUA or the EVENT Venue will result in denial of entrance to the EVENT Venue and also forfeiture of participation in the EVENT and any related fees.

The health and safety of our members, partners, and team, are of utmost concern. The NWCUA will follow the health and safety protocols set forth by both the venue and the local authorities at the time of the event. At the moment, those protocols call for temperature checks at controlled and limited entry points, the wearing of masks, social distancing, and sanitation stations. Protocols may be different by August. We will continue to monitor the situation and respond accordingly.

NWCUA will adhere to the standard(s) set forth at the time of the event and ask that our members do as well. Each member is asked, at the time of purchasing registration to Executives, to read and check a Code of Conduct box. Those details may be found here. The Code of Conduct Agreement will be re-sent to all registrants one week prior to the event. We will also include updated health and safety guidelines and our corresponding efforts in messaging to attendees one week prior to the event.

Please note: Our plans will continue to evolve and center around the onsite experience and safety.

Scholarships

Continued education and training of credit union employees helps keep the Credit Union Movement vibrant and competitive in the financial marketplace. We understand this can take a significant commitment of time and money.  The Northwest Credit Union Foundation provides professional development scholarships awarding up to $1,000 per year for selected applicants.  Learn more on the  NWCUF website. 

QUESTIONS, CANCELLATIONS, OR CONCERNS?

Registration fees are non-refundable after July 2. Substitutions will only be accepted by notifying NWCUA no later than this date.

For assistance with registration please contact our Director of Programming, Holly Miller at 800.995.9064 x220 or via email at [email protected]