August 13th 5:00 pm -
August 15th 12:00 pm PDT
August 13th 6:00 pm -
August 15th 1:00 pm MDT
1 day, 19 hours
This is a pivotal event for credit union leaders. The NWCUA team is excited to offer the latest insight into the credit union industry. Combining credit union leadership networking, educational sessions, and the amenities of the Sun Valley Resort, this is a must-attend event. Build relationships with colleagues from Idaho, Oregon, and Washington while surrounded by the beauty of Sun Valley.
Thank you to our sponsors:
|Tuesday August 13, 2019||Hotel check-in time is 4:00 p.m. MDT.|
|5:30 - 7:00 p.m.||Welcome Reception
With an appearance by Senator Crapo.
|Wednesday August 14, 2019|
|7:30 - 8:00 a.m.||Breakfast and Welcome|
|8:00 - 8:30 a.m.||Welcome to Executives@SunValley
Troy Stang • President and CEO • NWCUA
|8:30 - 9:15 a.m.||Turning Small Talk Into Thinking Big
Lee Silber • Author and Speaker
Best-selling author Lee Silber opens the Executive Summit with an interactive, high-energy workshop on the art of conversation, and how to engage with staff and members to drive deeper relationships and bigger results.
|9:15 - 10:00 a.m.||Diversity, Equity, and Inclusion
Angela Russell • Vice President of Diversity, Equity, and Inclusion • CUNA Mutual Group
Angela Russell will dive into how credit unions can create a better workplace environment, increase member engagement, and lift community impact through diversity, equity, and inclusion. She’s a highly sought-after speaker on the subject, guiding credit unions to incorporate best practices to build stronger teams and memberships.
|10:00 - 10:15 a.m.||Break|
|10:15 - 11:15 a.m.||Think Quick, Act Fast
Lee Silber • Author and Speaker
Concurrent Session for non-CEO Attendees
Have you ever wondered how some leaders can seemingly pull incredible ideas out of thin air? Regardless of your thinking style, quick thinking is a skill that can be learned and mastered – a skill that can be integral in leading and inspiring agile teams that are better suited to meet the challenges of today’s fluid business environment. By the end of this highly interactive session, you’ll not only be more confident in the ability to think on your feet, but also see solutions others may miss, turn ideas into action, and by doing so have your team stay one step ahead of the competition.
|10:15 - 11:15 a.m.||CEO Deep Dive Forum
Troy Stang • President and CEO • NWCUA
This session offers member CEOs the opportunity to connect both with each other and their association’s CEO on a personal level, and in a safe space for open conversation about their priorities, concerns and visions for what’s next.
|11:15 a.m - 12:30 p.m.||Lunch
Boxed lunches will be available for you to take with you to your afternoon activities.
|12:30 - 5:30 p.m.||Afternoon Activities
Several activities have been selected for you to choose from, including Golf, Horseback Riding, and Bike to Hike.
|5:30 - 7:00 p.m.||Cocktail Reception
Sponsored by CUNA Mutual Group
|Thursday, August 15, 2019|
|8:00 - 8:30 a.m.||Breakfast|
|8:30 - 9:45 a.m.||Purchasing Bank Assets Panel
Michael Bell • Attorney and Counselor • Howard and Howard (facilitator)
Bill Anderson • CEO Mid-Oregon Credit Union
Steve Ferber • Commercial Markets Director • Mid-Oregon Credit Union
Charley McQueen • President • McQueen Financial Advisors
Brian Witt • Shareholder • Farleigh Wada Witt
A panel of experts will take a deep dive into the opportunities for credit unions to purchase bank assets, discussing how to approach this potentially lucrative process, what to consider, and how to manage the process of onboarding new members and leveraging bank talent. Michael Bell from Howard & Howard, one of the nation’s foremost authorities on the topic, will facilitate the discussion.
|9:45 - 10:00 a.m.||Break|
|10:00 - 11:00 a.m.||Focus: Advocacy
Let’s put a bottom-line benefit to the Advocacy work we do and how to galvanize your staff through Advocacy, facilitating a conversation around what credit unions need most.
|11:00 - 11:55 a.m.||Programming Continues|
|11:45 a.m. - 12:00 p.m.||Wrap up and Conference Concludes|
About the Presenters
Director of Commercial Services • Mid Oregon Credit Union
After a career in banking, Steve Ferber joined the credit union industry in 2018. Ferber’s background is centered in commercial lending and community banking. In the 80’s, Ferber started with Seafirst Bank in Seattle, gravitating to Bank of California’s Portland office in the early 90’s before moving to Astoria, OR where he lived for 21 years. During that time, Ferber worked for community institutions Bank of Astoria and Bank of the Pacific, before he opened a de novo institution, Clatsop Community Bank in 2008 where he was CEO & President. In 2013, Ferber left Clatsop to accept the challenge of turning around High Desert Bank in Bend, OR; a bank operating under a Consent Order, with a very sick commercial loan portfolio and limited capital. After focusing on rebuilding the loan portfolio, Ferber and his board faced the challenge of raising additional capital, selling the bank; or, selling the bank’s assets. In mid-2017, Ferber met with Bill Anderson, CEO & President of Mid Oregon Credit Union in Bend. Ultimately, the two institutions negotiated a Purchase and Assumption agreement to sell High Desert’s loans and transfer deposits to Mid Oregon, closing the P&A in June of 2018.
Ferber holds a B.A. degree in Finance from Washington State University; and, is also a graduate of Pacific Coast Banking School. He enjoys biking and hiking with his wife, a little golf, and an occasional day skiing.
President• McQueen Financial Advisors
Charley McQueen is the President of McQueen Financial Advisors, which he founded in 1999. McQueen Financial focuses on providing financial institutions with specialized investment and consulting services for long-term success. He oversees McQueen Financial Advisors core services of Investment Portfolio Management, Asset/Liability Management, Mortgage Servicing Rights Valuations, Merger Valuations, and tactical consultation. McQueen regularly presents on topics such as CECL, Profitability, Liquidity Planning, Investment Management, and Asset Liability Management. He also provides clients with strategic consulting services which include Board of Directors education, management team challenges, and long-term financial success.
Vice President of Diversity, Equity, and Inclusion • CUNA Mutual Group
Angela Russell is the Vice President of Diversity, Equity, and Inclusion and is the Vice President of the CUNA Mutual Foundation at CUNA Mutual Group. Russell is responsible for leading the development, direction, and implementation of short and long-term strategies and programs that support Diversity & Inclusion and overseeing CUNA Mutual Corporate Social Responsibility program.
In 2018, Russell was named as one of the nation’s most powerful diversity executives by Black Enterprise magazine.
Russell has nearly 20 years of professional experience involving diversity and inclusion, external relations and outreach, communications, policy development, and research and evaluation.
Prior to joining CUNA Mutual she worked in various roles in public health including serving as a Health Equity Coordinator for Public Health Madison Dane County and she was the Community Engagement Lead for the National County Health Rankings & Roadmaps Program at the University of Wisconsin Population Health Institute.
Russell has also worked in a variety of roles in Wisconsin state government including Division Administrator for the Division of Early Care and Education, and Assistant Deputy Secretary for the Department of Children and Families, and Policy Advisor to Governor Jim Doyle. She was formerly an epidemiologist with Wisconsin AIDS/HIV and Hepatitis C Program at the Department of Health Services.
She holds a Master of Science in Population Health from the University of Wisconsin School of Medicine and Public Health and a Bachelor of Science in Biochemistry from Beloit College.
Russell serves on the Board of Madison Urban Ministry and Community Shares of Wisconsin.
President, Speaker and Author • PositiveLee
Lee Silber has been a member of a credit union for over 50 years (his parents opened a savings account for him when he was a child and he joined San Diego County Credit Union as an adult in 1985). Throughout his long and strange career, his credit union was there for him. When he wanted to expand his chain of retail stores, his credit union loaned him the money. When he sold his stores and set out to become an author, his credit union helped him make the transition, and today, Silber is the best selling author of 24 books. When he first decided to become a speaker and trainer, SDCCU was one of his first clients – Silber has since given over 1,700 speeches to over 1 million attendees. So when Silber says he owes everything to his credit union he means it…his home, boat, and car.
President and CEO • Northwest Credit Union Association
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.
Location & Travel Information
Sun Valley Resort
1 Sun Valley Rd.
Sun Valley, ID 83353
Special room rates of $359 have been negotiated for our program participants. Please follow this link to reserve your room using the event registration code.
*To secure our special room rate, reservations need to be made by July 15.
Additional Travel Information
For more information about travel to Sun Valley Resort by air or car, visit Sun Valley’s getting around page here.
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.
Registration is $775, and includes the Welcome Reception in partnership with Senator Crapo’s Hook and Bullet event at no additional cost. More information on other included events and activities will be coming soon.
*Discounted pricing of $395 is available for credit unions with assets of $100m and less
Pricing for Afternoon Activities
Hike and Wine!
(Includes Boxed Lunch and Snacks with Wine tasting)
$155 Per Person
Start your adventure off with a short shuttle ride from the Sun Valley lodge to the hiking trail head where you will be led on a gorgeous hike with guides who will show you features of the surrounding mountain range. After the hike, you will be taken back to the lodge where you will be introduced to some local Idaho wines and pairings. Non-alcoholic options will be available as well.
$135.00 Per Person
Enjoy a majestic 90 minute Trail Ride to the top of Dollar Mountain and take in the view from Bald Mountain and the entire Wood River Valley.
(Green Fees, Lunch, Cart – 18 Holes)
$199.00 Per Person
Enjoy a beautiful afternoon of golf on the 18-hole Trail Creek championship course, designed by Robert Trent Jones Jr. Coupled with fantastic views of the surrounding mountains and ever-present crystal blue skies, you will find a round of golf on the Trail Creek Course a well-earned addition to any golf resume.
CUNA Mutual Group is a financially strong insurance and investment company. For generations, we’ve partnered with credit union leaders to protect and grow their businesses, and help people plan, protect and invest for their future. CUNA Mutual Group offers commercial and personal insurance products; lending and payment security solutions; and retirement, investment and marketing services. Additional information about the company can be found on the CUNA Mutual Group website, or by contacting Donna Dyer via phone 608.665.5622 or email.
PSCU, the nation’s premier credit union service organization (CUSO), supports the growth of nearly 900 owner credit unions and their nearly 2 billion transactions annually. PSCU’s secure business offerings include payment solutions, risk management, digital banking, analytics, loyalty, strategic consulting, and mobile platforms. Comprehensive 365/24/7 member support is delivered by PSCU’s U.S. contact centers. Additional information can be found on the PSCU website, or by contacting Sheila Fenton.
Cancellation & Refund Policy
Registration fees are non-refundable after July 15. Substitutions will only be acceptable by notifying NWCUA no later than this date.
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 $1,500 per year for selected applicants. Learn more on the NWCUF website.
Questions or Concerns?
For assistance with registration, please contact Erin Bennett via email or at 800.995.9064 x211.