Event Info

August 9th 6:30 pm -
August 11th 12:00 pm PDT

August 9th 7:30 pm -
August 11th 1:00 pm MDT


1 day, 17 hours, 30 minutes


$395 (late registration price)

Register Now

 

Program Overview

Executives@CdA2017 is a pivotal event for credit union leaders. NWCUA and OR/WA CUES team up to offer the latest insight into the credit union industry. Combining credit union leadership networking, educational sessions, and the amenities of the Coeur d’Alene Resort, this is a must-attend event. Build relationships with colleagues from Idaho, Oregon, and Washington while surrounded by the beauty of Coeur d’Alene this summer.

Program Agenda

Wednesday, August 9
12:00 p.m.
Casual, Optional Golf Outing

Circling Raven Course, Coeur d’Alene, ID

Rental clubs available.
Wednesday, August 9
6:30 p.m.
Early Bird Barbeque

Sponsored by Catalyst Corporate FCU

811 N C Street, Coeur d’Alene, ID
Thursday, August 10
7:30 a.m. - 8:15 a.m.
Breakfast & Welcome
Thursday, August 10
8:15 a.m. - 9:30 a.m.
Strategically Shaping a Preferred Future
Glen Hiemstra, Founder and Owner, Futurist.com

Join highly recommended speaker and futurist, Glen Hiemstra, as he opens the window to the future by zeroing in on emerging trends in economics, demographics, housing, transportation, and more, to assist credit unions with effective strategic planning. What does the future of your credit union look like? The session will reveal how leaders can tap into opportunities that will help them shape a preferred future.
Thursday, August 10
9:30 a.m - 9:45 a.m.
Break
Thursday, August 10
9:45 a.m - 11:00 a.m.
Leveraging Your Credit Union Data to Reach Strategic Objectives
Tim Peterson, President, AdvantEdge Analytics
Blesson Abraham, Director, AdvantEdge Analytics

Big data is igniting business transformation today. And tomorrow, big data will redefine the value proposition and become a table stake. Are you ready for it and are you using big data to meet your goals?

Data analytics professionals call themselves data nerds, geeks, and scientists. This growing community eats, sleeps, and breathes the terms Big Data, Data Visualization, Predictive Analysis, Hadoop, Machine Learning, and Business Intelligence. As a CEO or executive, these are people and words you need to know. By analyzing the data of the 6,547,222 credit union members in the Northwest, data nerds can identify trends that will provide you with information that will help you meet your goal to drive more value to credit union members and the communities you serve.

This session will appeal to the data geeks and the executives who share a common interest in leveraging big data to drive business results.
Afternoon Activities
Thursday, August 10
12:30 p.m. - 3:15 p.m.
Kayaking on Fernan Lake

The perfect outing to complement a visit to Coeur d’Alene, these lake kayaking trips take you to a peaceful and lovely nature preserve in Cougar Bay at the northwest corner of Lake Coeur d’Alene and includes a short hike if time allows. The highlights of this paddle included seeing the nesting osprey and floating amongst the quiet serenity of nature on the lake. There are both single and double kayaks available.

Guided kayaking tour of Fernan Lake. Includes transportation, guides, and all equipment.
Thursday, August 10
12:30 p.m. - 5:30 p.m.
Silver Streak Zipline

Silver Streak is the only zipline on I-90 situated 2,000 feet above the silver valley with 3 miles of cable. The East course is 4 zips ranging from 325 feet to 1800 feet (minimum weight limit is 80 pounds and the maximum is 270 pounds) and the West course is 6 zips ranging from 450 feet to 1,100 feet (minimum weight limit is 95 pounds and the maximum is 270 pounds).

Includes: Transportation, guides, equipment, and boxed lunch.
Thursday, August 10
12:30 p.m. - 5:00 p.m.

Spokane Wine Tour

Sip and savor Spokane’s captivating wines! With Savor Spokane’s wine tour, you’ll learn the history of Washington State wine, acquire some basic wine tasting skills, and treat your tastebuds to the diverse blend of Washington wines--from rich reds and crisp whites to complex, hand-crafted blends that showcase the quality and essence of grapes from Walla Walla, Yakima, and the Columbia Valley. With more than twenty wineries in the area, Spokane is Washington’s emerging wine region. On this tour, we stop at charming area tasting rooms like Nectar Tasting Room, Arbor Crest Wine Cellars, and Barrister Winery. Our guides are proud locals who are truly passionate about Northwest wine and are excited to share insight on its history, people, and culture! Whether you’re a Spokanite or a visitor; a wine novice or connoisseur; you will leave this tour with a new knowledge and appreciation for the city and its wineries.

Includes: Transportation, tasting fees, guide, and boxed lunch.
Thursday, August 10
1:00 p.m. - 5:30 p.m.
Golf Scramble - Coeur d’Alene Resort

Nothing is spared to deliver the ultimate golfing experience, once described as America’s Most Beautiful Resort Golf Course by Golf Digest. As a golfer you reach it’s meticulously manicured fairways with a ride in a sleek mahogany boat and that’s just for starters. Come join your friends for a memorable afternoon of golf in an incredible setting.

Includes, Transportation, Greens fees, golf cart, and boxed lunch.
Thursday, August 10
5:30 p.m. - 7:00 p.m.
Cocktail Reception

Sponsored by CUNA Mutual Group
Friday, August 11
8:00 a.m. - 8:30 a.m.
Breakfast
Friday, August 11
8:30 a.m. - 9:30 a.m.
Fighting Cyber Threats: Cybersecurity Panel

This year alone the United States will dedicate nearly $19 billion in resources to fighting cybercrime. Our panel of experts will share first-hand experiences with cybercrime, identify areas in which credit unions are vulnerable, and explain how credit unions can be prepared to stand up against cyber threats. The experts will answer questions, arming credit union leaders with the knowledge of how to take action.
Friday, August 11
9:30 a.m. - 9:50 a.m.

NCUA Update
Rick Metsger, Board Member, National Credit Union Association
Friday, August 11
9:50 a.m. - 10:00 a.m.

Break
Friday, August 11
10:00 a.m. - 10:45 a.m.
The Transformative Power of Technology Competency
Dan Shull • Leadership & Management Consultant • Packman and Associates

We know technology drives the pace of change. Dan’s presentation will help broaden our thinking and change the way we engage with technology across three broad dimensions — increasing our technology capacity (the ability to access and evaluate the best technology to meet member needs), shifting our focus to value generation, and pivoting toward member experience. This session will help you think strategically about technology decisions and your credit union’s architecture of the future.
Friday, August 11
10:45 a.m. - 11:45 a.m.

Opportunities for Growth Through Bank Asset Purchases Panel Discussion

Purchasing bank assets provides an opportunity for credit union market growth. Hear from experts in the field and credit unions with experience about the challenges and opportunities that go hand-in-hand with asset purchases. Also, find out how assuming bank assets is different from purchasing credit union assets.
Friday, August 11
11:45 a.m. - 12:00 p.m.

Wrap up and Conference Concludes

About the Speakers

Blesson Abraham

Director • AdvantEdge Analytics

Blesson Abraham is the director of AdvantEdge Analytics—a data analytics technology and services business helping credit unions deliver a better member experience through actionable insights. AdvantEdge is powered by a portfolio of software and consulting services designed to help credit unions act upon insights and realize value. In this role, he is responsible for helping credit unions integrate data, access insights, and execute on their insights.

Prior to joining CUNA Mutual Group, Abraham had more than eight years of experience working in the credit union industry, spending the majority of that time at Baxter Credit Union. He served in a variety of leadership positions within the credit union and IT services industries.

He co-founded SavvyIntel in 2014 to help credit unions tell the story behind their data and help predict member behaviors through data science. He and his team have more than 50 years of big data experience, with 25 years of experience working within the Credit Union Movement. The SavvyIntel team is now a part of CUNA Mutual Group.

Abraham earned his bachelor’s degree from Northern Illinois University.

Belinda Caillouet

Chief Operations & Information Officer • STCU

When Belinda Caillouet came to work at STCU in 1987, the credit union had fewer than 25,000 members. She became Chief Operations and Information Officer in 2013, and mentors potential leaders for a credit union that now has 165,000 members, 20 branches (with more in the works) and $2.5 billion in total assets.

Caillouet holds a bachelor’s degree in computer information systems from Eastern Washington University and a master’s degree in organizational leadership from Gonzaga University. She graduated from the Credit Union Executive Management Program (2003) and the Leadership Development Program at the Center for Creative Leadership (2004).  She served on the CUNA Technology Council Executive Committee (2008 – 2015) and chaired the committee her last two years.  She also served on the CUFX Steering Committee.

She serves on the NCU-ISAO Leadership Committee and holds a board of director seat on the Greater Spokane Valley Chamber of Commerce.  She also volunteers her time at the local Humane Society and pet rescue organizations.

Gordon Crim

Attorney & Shareholder • Lane Powell

Gordon Crim counsels public and private corporations and financial institutions in business transactions, corporate finance, securities and general corporate law.

He serves as outside general counsel to community banks, advising them on nearly every aspect of running their businesses.

Gordon has significant experience counseling community banks on:

  • Formation of de novo institutions, holding companies and special-purpose entities;
  • Capital-raising;
  • Securities law compliance, including proxy solicitation, tender offers, trading restrictions, and reporting and disclosure obligations;
  • Mergers and acquisitions;
  • Regulatory compliance and enforcement matters;
  • Corporate governance and executive compensation matters; and
  • General corporate representation.

He has substantial interaction with state and federal banking regulatory authorities concerning bank charter and deposit insurance applications, regulatory review of mergers, acquisitions and other corporate transactions, and regulatory enforcement actions.

Gordon advises business clients in all industries on corporate organization, ongoing general corporate matters, mergers and acquisitions, securities law compliance and capital formation, including private placements and SEC-registered public securities offerings.

Jon Hehli

Chief Financial Officer • Royal Credit Union

Jon Hehli has been with Royal Credit Union for 27 years and has been its Chief Financial Officer for the past 26 years. Jon has worked in the financial institution industry for over 45 years beginning as an Accountant for First Wisconsin Bank in Eau Claire.

In addition to his major responsibilities of budgeting and asset/liability management, Jon’s four direct report supervisors, lead over 50 team members. Some of the departments his direct reports are responsible for include ATMs, accounting, compliance, investments, ACH, credit/debit, risk, and purchasing to name a few.

Over the years, Jon has served on several statewide and national credit union committees including the TYME Corporation, PSCU, and various NASCUS AND CUNA groups.

In 2010, Jon was awarded Chippewa Valley Technical College’s Distinguished Alumnus Award.

Jon and his wife Patti of 39 years have two sons, two daughters-in-law, and two granddaughters.

Shannon Hennessy

Senior IS Analyst, Information Security • CliftonLarsonAllen LLP

Shannon has 5 years of experience performing information system security and compliance assessments. This includes general control reviews of information systems and management practices, penetration testing, and social engineering testing. Shannon is with the Information Security Services Group (ISSG) at CliftonLarsonAllen and has worked as the lead analyst on numerous engagements for financial institutions and fortune 500 companies. He has knowledge and experience with information system security concepts and penetration testing tools and methodologies. His specialty is in wireless security auditing, and he has given internal presentations and training on the topic. Shannon has an in-depth understanding of information security program management practices as they apply to industry standards (GLBA, NIST, SANS), such as secure configuration and deployment of information systems, enterprise risk management, security incident response, and business continuity planning.

Glen Hiemstra

Founder & Owner • Futurist.com

Glen Hiemstra is the founder and owner of Futurist.com. Glen is dedicated to disseminating information about the future to assist individuals, organizations, and industries in effective strategic planning. An internationally respected expert on future trends, long-range planning and creating the preferred future, Glen has advised professional, business, and governmental organizations for two decades and has served as a technical advisor for futuristic television programs. Audience members for Glen’s keynote speeches and clients for his long-range planning say things like, “Once you hear Glen Hiemstra speak, the future will never look the same.

A writer as well as a speaker and consultant, Glen is the author of  Millennial City: How a New Generation Can Save the Future,Turning the Future into Revenue: What Businesses and Individuals Need to Know to Shape Their Future (Wiley & Sons 2006). Previously he co-authored Strategic Leadership: Achieving Your Preferred Future.

Glen has worked with many leading companies, government agencies and organizations across a wide variety of domains. These include Microsoft, The Home Depot, Boeing, Adobe, Ernst & Young, PaineWebber, ShareBuilder, Ambrosetti (Italy), Club of Amsterdam, U.S. Army Corps of Engineers – Savannah District, U.S. Army Corps of Engineers – Pacific Ocean Division, Northern Telecom, REI, Weyerhaeuser, Hewlett Packard, Novo Nordisk, U.S./Mexico JWC, APAX Partners, Costa Rica Hotel Association, Atlanta 2060, Tulsa 2025, Idaho Transportation 2030, Michigan DOT 2030, Federal Highway Administration Advanced Research, Eddie Bauer, Procter & Gamble, ACE Hardware, IHOP, John Deere, Weitz Construction, Lexis Nexus, Land O Lakes, GHD Engineering (Australia), SONAE (Portugal), and others.

As a recognized expert in preferred future planning, Glen is a popular keynote speaker who can zero in on emerging trends in economics, demographics, energy, the environment, Internet and communications, science, technology, housing, and transportation. Glen goes beyond simple trend analysis to discuss the opportunities that we all have to shape the preferred future. In his consulting, Glen utilizes tools such as environmental scanning, scenario development, whole systems perspectives, paradigm shifts, and analysis of organizational culture for managing change to assist enterprises to achieve high performance.

A skilled communicator, Glen also offers a variety of informational resources for those interested in exploring the future. Each month visitors from 120 nations come to Futurist.com and Glen’s blog for provocative snapshots of emerging ideas, trends, and technologies. Futurist.com produces short videos for the web on a variety of future topics. Glen can be followed at twitter.com/glenhiemstra and youtube.com/futuristspeaker.

As a media technical advisor Glen has worked on several television productions, including with Steven Bochco Productions (creator of “Hill Street Blues” and “NYPD Blue”), among others. He is often cited in publications such as The Wall Street Journal, Forbes, US News & World Report, The Futurist, USA Today, Business Week, the Economist, and the Los Angeles Times.

In a first career, Glen was an award-winning educator; more recently he served as a Visiting Scholar at the Human Interface Technology Lab at the University of Washington, which worked on virtual and augmented reality technology.

Roger Jones

Partner • Hauser Jones & Sas

Roger has been auditing credit unions and CUSO organizations for more than 25 years; he has tenured at several national CPA firms since the beginning of his career in 1988. Roger is a panelist and presenter at Rochdale-Paragon’s Volunteer Leadership Institute each January in Hawaii.

As a recognized Credit Union expert, Roger is a frequent presenter at firm sponsored events, at financial literacy training sessions, CUES round table meetings, and the NWCUA annual convention. Roger serves on the Financial Institutions Niche Steering Committee for CPA Associates International and on the audit and accounting task force. He has completed hundreds of internal control evaluations in a variety of scenarios and is instrumental in teaching and coaching, providing technical insight and counsel to clients. Roger also conducts education and training sessions to executives and volunteers on topics ranging from managing Interest Rate Risk to implementation of FASB’s new “CECL” accounting model.

Most recently, Roger hosted a credit union round table discussion on Supervisory Committee issues and concerns where he addressed issues with 1) Measuring internal auditor effectiveness, and 2) Using data to find fraud.

Patricia McJoynt-Griffith

Managing Director  • Keefe Bruyette & Woods

Patricia McJoynt-Griffith focuses on community-based financial institutions primarily based on the West coast and New England and Mid-Atlantic market areas. In her work with financial institutions, she advises clients on mergers and acquisitions and capital raises including mutual to stock conversions, follow-on offerings, subordinated debt, preferred stock and other instruments. Pat also works with clients on general strategic matters.

Ms. McJoynt-Griffith joined Keefe Bruyette & Woods, Inc., a Stifel Company, in 1990. Prior to joining KBW, Pat was a Senior Vice President for the Federal Home Loan Bank of Seattle, where she regulated all the failing (insolvent) thrift institutions in the 12th District.

McJoynt-Giffith holds an M.B.A. from The Albers School of Business and Economics at Seattle University, and a B.A. from The University of Washington, Seattle, WA.

Rick Metsger

Board Member • NCUA

Then-President Barack Obama nominated Rick Metsger to serve on the Board of the National Credit Union Administration on May 16, 2013. The U.S. Senate confirmed Mr. Metsger on August 1, 2013, and he took the oath of office on August 23, 2013. He served as the ninth NCUA Board Chairman from May 1, 2016, through January 22, 2017.

Mr. Metsger has extensive public policy and private-sector experience in the areas of financial services, consumer protection, taxation, transportation and strategic communications. He previously served as NCUA’s representative on the NeighborWorks America Board of Directors.

Prior to joining the NCUA Board, Mr. Metsger owned his own strategic communications consulting firm focused on financial services, capital construction, energy and transportation issues.

Mr. Metsger previously served for 12 years in the Oregon State Senate, where he chaired the Business and Transportation Committee and served on committees with jurisdiction in the areas of education, revenue, the judiciary, human services and consumer protection. He was a member of Oregon Senate leadership from 2009 to 2011 and was elected President Pro Tem in 2009. His Senate service included his chief sponsorship of a law to expand state-chartered credit unions’ field of membership, as well as co-sponsorship of sweeping utility regulation to refund millions of dollars to consumers, legislation to combat predatory payday lending, and a bill creating the largest public transportation investment in the state’s history.

Mr. Metsger also served on the State Treasury Debt Policy Advisory Commission and as a Director of Financial Beginnings, a non-profit organization providing financial education to children and young adults.

In addition to consulting and public service, Mr. Metsger has worked as a teacher and a radio and television journalist. From 1993 to 2001, he served on the board of directors of the Portland Teachers Credit Union. While in college, the credit union gave him a $350 loan to purchase his first car. Twenty years later, he joined the credit union’s board as a volunteer director.

Mr. Metsger holds a BS in Communications and an MA in Teaching from Lewis and Clark College. His term on the NCUA Board expires August 2, 2017.

Tim Peterson

President • AdvantEdge Analytics

Tim Peterson is the president of CUNA Mutual AdvantEdge Analytics – a data analytics technology and services business helping credit unions deliver a better member experience through actionable insights. AdvantEdge is powered by a portfolio of software and consulting services designed to help credit unions act upon the insights and realize value. Peterson previously held the role of chief information officer for CUNA Mutual Group.

Prior to joining CUNA Mutual Group, Peterson served as an executive vice president at Wellmark where he was responsible for the Business Technology Services division. In this role, he led a multi-year transformation initiative that focused on consumer-facing, distribution, product, and back-office capabilities.

Peterson also spent 12 years at UnitedHealth Group, where he held senior management roles in its health analytics and consumer business (Optum). He played a key role in a strategic transformation from B2B to B2C through several mergers, acquisitions and organic growth.

Peterson earned his MBA from the University of Minnesota Carlson School of Management, and his BBA, Management Information Systems, from the University of Wisconsin – Eau Claire.

Peterson is active in the technology space. In 2012, he was appointed to the State of Iowa Technical Advisory Council. He also serves on the Madison Health Tech Advisory Board for the Greater Madison Chamber of Commerce.

Dan Shull

Leadership & Management Consultant • Packman & Associates

Dan Shull brings over twenty-five years of Fortune 500 industry experience helping large teams and companies achieve success across a wide range of challenges. His focus is on enabling teams to develop strategy while simultaneously raising all team members’ capabilities and readiness to drive and execute the strategy they are fully engaged in. He enjoys working with and helping others achieve their goals and believes that thoughtful individual mentoring and coaching can be a catalyst to breakthrough performance.

His time working within Nike, Borders Books & Music, Signet Jewelers & other companies has provided him with a deep background in product management, technology, operations, supply chain management, human capital management and strategic planning & deployment. These experiences have given him a clear understanding about how results are achieved in collaborative work environments. He has led teams as large as six hundred through complex business challenges and recognizes how to motivate and help organizations to change.  Having spent extensive time in retail and consumer facing companies, he understands that the ultimate goal of high performing teams is consumer delight.

Dan focuses on collaborating with teams to understand their environment, level of trust and culture. Along this journey, team members gain a greater understanding of how they are perceived and become more accountable for their relationships, actions, and results. Dan has an MBA from the University of Michigan and a Bachelor’s degree in Computer Science from the University of Phoenix.

Dan is a national board member of the non-profit organization  www.friendsofthechildren.org. He lives in Portland, Oregon with his wife, Helana.

Troy Stang

CEO & President • NWCUA

Troy Stang serves as the President and CEO of the Northwest Credit Union Association (NWCUA) and the Idaho Credit Union League (ICUL), the trade associations representing more than 180 not-for-profit, member-owned credit unions in Idaho, Oregon, and Washington.  More than 6.3 million consumers – 50 percent of the Northwest population—are members of those credit unions.

Under Stang’s leadership, the Association is focused on nurturing an innovative public policy environment to ensure cooperative financial services are a relevant choice in the marketplace. In addition to legislative and regulatory advocacy, the Association provides public relations, compliance, and professional development to participating credit unions.

Stang has been leading Northwest-based credit union trade associations for nearly a decade, which complements his public service and direct policy experience in President George W. Bush’s administration, as senior staff to the US Treasury Secretary. Before serving the White House, Stang had over a decade of extensive hands-on financial institution experience in large and complex credit unions across the nation.

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.

Location & Travel Information

Pricing Information

Registration OptionPricing Information
$395Registration Cost
No CostBBQ Hosted by Catalyst Corporate FCU
No CostPutting Green Cocktails Reception Sponsored by CUNA Mutual Group
$125 Per PersonKayaking: Two People Per Kayak (Includes Boxed Lunch)
$150 Per Person
Zip Line Tour (Includes Boxed Lunch)
$100 Per Person
Wine Tour (Includes Boxed Lunch)
$200 Per PersonGolf Tournament (Green Fees, Lunch, Cart and Prizes—18 Holes)

Cancellation & Refund Policy

Registration fees are non-refundable after July 25th. Substitutions will only be acceptable by notifying NWCUA no later than this date.

Scholarship Information

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 at https://nwcuf.org/scholarships-and-grants.

Questions

Do you have any special needs we may address to make your participation more enjoyable? If so, or for more information, please contact Holly Miller at 800.995.9064 x220 or hmiller@nwcua.org.

For assistance with registration, please contact us at 800.995.9064 or training@nwcua.org.