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
$775 (late registration price)
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 US Senator..
|Wednesday August 14, 2019|
|7:30 - 8:00 a.m.||Breakfast and Welcome|
|8:00 - 8:30 a.m.||Welcome to [email protected]
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. This session will also feature Joe Burt, Owner and President, Pension Plan Specialists, presenting on executive pension plan adjustments.
|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|
|7:30 - 8 a.m.||Breakfast|
|8:00 - 9:15 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.
|9:15 - 9:30 a.m.||Break|
|9:30 - 10:15 a.m.||Adopting a Risk-Based IT Cybersecurity Strategy
Scott Alldridge • CEO • IP Services
Does your credit union understand the state of current cybersecurity threats in the financial services industry, and are you prepared to take action when, not if, a threat occurs? This session will look at the impact of cybersecurity threats and having the right people, processes, and technology in place to enhance your cybersecurity strategy. By adopting a risk-based strategy, you will be able to drastically reduce your credit union’s vulnerability to malicious activities and increase your ability to achieve and maintain compliance while driving efficiencies in your IT and cybersecurity areas. Scott will also offer some key considerations for leaders and their boards when adopting a cybersecurity governance structure.
|10:15 - 10:45 a.m.||Open Your Eyes Initiative
Danielle Sittu • SVP, Marketing and Communications • NWCUA
|10:45 - 11:45 a.m.||Focus: Advocacy
Samantha Beeler • VP, Advocacy • NWCUA
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.
|11:45 a.m. - 12:00 p.m.||Wrap up and Conference Concludes|
About the Presenters
CEO • IP Services
IP Services Chief Executive Officer Scott Alldridge has a rich background in building business and provides IP Services with the strategic leadership needed to recruit and deploy a team of highly skilled experts to maximize company profitability and deliver specialized Cybersecurity and Managed Services both regionally and nationally. He brings a wealth of knowledge with over 30 years of experience in the Information Technology Business arena, and is a founding member and President of the IT Process Institute, an organization that provides IT Standards Research, Prescriptive Guidance, and Benchmarking. He is also among a select group that is highly certified on the ITIL (IT Infrastructure Library) processes and standards.
Alldridge has been a featured speaker on cybersecurity and IT best practices for many national organizations including System Admin Network Security, Health Information Management Systems Society, and many finance and banking conferences. He received his Bachelor of Science Degree in Business Management from Kensington University.
CEO • Mid-Oregon
Bill Anderson has served as the President and CEO of Mid Oregon Federal Credit Union, located in Bend, since 1994. Prior to his role as CEO, he held a Vice President role at Mid Oregon from 1990 to 1993, and worked as Controller for SELCO Community Credit Union from 1984 to 1990. Anderson is active in the Credit Union Movement, serving on numerous Northwest Credit Union Association committees, including the Oregon Governmental Affairs Committee. From 2011 to 2012, he served as NWCUA Board Chair. He’s also served as a board member for the Catalyst Corporate Federal Credit Union, as Chair of the Oregon Credit Union League Services Corporation, and held numerous other board positions. He is active within his community, serving as past president and current board member of the Economic Development for Central Oregon Board; on the Deschutes County Budget Committee; the Crater Lake Council; Bend Rotary Club; and other local organizations. He holds a Bachelor of Science degree in Management from Linfield College, and is a Western CUNA Management School honors graduate.
Attorney & Counselor • Howard and Howard
Michael Bell concentrates his practice in the areas of mergers and acquisitions, strategic planning, class action defense strategies, business law, and real estate. He represents financial institutions throughout the United States and has completed over 30 M&A transactions in the past 5 years. In 2011, he pioneered a new option for credit unions to achieve rapid growth with the first purchase of a bank by a credit union. In this space, he has completed all but two credit union purchases of banks and has become the nationwide leader and “go-to” legal adviser. Bell has also helped credit unions acquire other businesses, including real estate brokerages, mortgage originators, and specialized lenders. He additionally advises financial institutions on all regulatory matters at the state and federal level. Bell has extensive experience counseling individual entrepreneurs through publicly traded companies on strategies such as growth in difficult economic climates, business restructuring, and strategic planning.
In order to provide the very best legal and strategic advice, Bell uses his personal experience as an entrepreneur to examine the business side of the legal issues his clients encounter and works to fully understand each individual and the inner workings of his or her company.
VP, Advocacy • NWCUA
Samantha Beeler is the Northwest Credit Union Association’s VP, Advocacy, a role that allows her to work closely with elected officials in the Northwest, as well as credit unions to promote the credit union message and support the Association’s legislative and political agenda.
Beeler focuses primarily on our Federal legislative and political priorities. She also brings extensive grassroots advocacy experience to the Association after handling international outreach efforts for the aid organization The World Race in more than a dozen countries around the globe. Most recently, she worked as a business development and marketing coordinator at BakerHostetler LLP in Washington, D.C. At the law firm, she worked primarily with the government contracts practice.
Beeler attended Wheaton College in Illinois, where she studied Political Science and International Relations, with an emphasis in Mandarin. She also enjoys studying emergency management, and has completed several courses with the Federal Emergency Management Agency’s Emergency Management Institute.
Her role, she says, is to help spread that “People Helping People” message in Boise, Olympia, Salem and Washington, D.C.
CEO • Pension Plan Specialists
Joe Burt is an ERISA Consultant who helps business owners ensure they attract and retain employees by offering a competitive and compliant retirement plan. He is focused on providing a level of service and clarity that gives plan sponsors the confidence they need to provide such a plan. Burt is also passionate about helping investment professionals learn and develop the skills and knowledge necessary to support their retirement clients.
Burt has 20 years of experience helping clients with Defined Contribution plans, ESOP, 403(b) and Defined Benefit Plans including Cash Balance. With more than 2500 corporate retirement clients in 38 states, Burt has the experience necessary to meet his clients’ specific retirement plan needs. As a small business owner with over 40 employees himself, Burt fully understands the daily challenges one faces and can appreciate the need for ideas, concepts and solutions that are simple and easy to implement.
Burt attended Brigham Young University and Linfield College where he studied Emergency Medicine, History, and International Business. Additionally, he has earned several professional designations from industry associations including ERPA, APA, QPA and QKA.
Burt is honored to serve as the President of the National Institute of Pension Administrators and is a member of both ASPPA and NAPPA. In 2013 Burt developed a program he believes will one day change the way we work with retirement plans. “Fusion Forum” is the fruition of his vision to get professionals in the retirement plan industry to “Think Differently” and focus more on strategies, ideas, concepts and solutions never before considered. Joe believes it is incumbent on us as retirement plan professionals to solve the issues we face today and work toward a better system for tomorrow.
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.
SVP, Marketing and Communications • NWCUA
Danielle Sittu is Senior Vice President of Marketing and Communications for the Northwest Credit Union Association. In this role, she is responsible for developing the Association’s strategic direction for internal and external communications, including public relations, programming and events, digital and print marketing, social media, and cooperative momentum. Sittu leads a high-performing team that develops and implements communications and marketing campaigns designed to support, promote, and inspire the members the Association serves.
Sittu brings significant experience in corporate communications, marketing, business development, and sales to her role at the NWCUA. Her portfolio reflects wide-ranging expertise in the communications and strategic planning sphere, from executive speech writing and content strategy to developing teams and handling crisis and reputation management situations. Prior to joining the NWCUA, Sittu led AAA Arizona’s content marketing and creative services team in revitalizing the organization’s marcom strategy and in publishing Highroads, the award-winning print and online member magazine. Sittu’s previous leadership roles include spearheading executive communications, strategic messaging, and issues management for Arizona Public Service, and managing internal and external corporate communications for Phelps Dodge. Sittu also served as the sole owner and operator of an independent communications firm for 11 years, working with organizations ranging from member associations to startups to large companies such as Honeywell, Best Western International, Choice Hotels International, and the Arizona Department of Health Services.
Sittu earned a B.A. in journalism, with an emphasis in public relations, from Arizona State University. She also has earned certification as an Accredited Business Communicator from the International Association of Business Communicators.
Sittu is inspired by the energy of the Credit Union Movement’s advocates. She is enthusiastic for the opportunity to amplify the voices of NWCUA’s members and empower consumers to understand their options and take control of their financial futures.
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 175 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.
Shareholder • Farleigh Wada Witt, P.C.
Farleigh Wada Witt is a full-service financial services law firm serving financial services clients in the Pacific Northwest and nationwide in all aspects of financial services.
For over 30 years, Brian Witt has represented credit unions CUSOs throughout the country with corporate, regulatory, compliance and operations matters. Witt is uniquely qualified to assist clients in all areas affecting credit unions and CUSOs. Witt also has developed comprehensive programs for compliance management and vendor management for credit unions.
Witt was selected by his peers for inclusion in The Best Lawyers in America 2016-2018 for Financial Services Regulation Law.
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 $845, and includes the Welcome Reception.
*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 at cunamutual.com, or by contacting either Troy Mooney or Joe Rode.
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 at PSCU.com, or by contacting either Sheila Fenton or Norma Martinez.
American Share provides an alternative to federal deposit insurance. We cover up to $250,000 per account—not per member—with no limit to the number of accounts. Our purpose is to insure deposits at our credit unions—without adding regulatory burden. You have a choice in Idaho: Choose American Share.
Is your goal to attract, protect or retain deposits? You can now customize the coverage provided to your members with deposit account balances in excess of $250,000 with our Double Cover, Custom Cover or Select Cover programs. Additional information can be found on their website, or by contacting Don Gensler.
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.