Event Info

October 16th 9:00 am -
October 18th 9:00 pm PDT

October 16th 10:00 am -
October 18th 10:00 pm MDT


2 days, 12 hours

Register Now


Venue Info:

Greater Tacoma Convention Center
1500 Commerce St.
Tacoma, WA 98402

 

Program Overview

Mark your calendar for MAXX 2018 at the Greater Tacoma Convention Center, October 16-18, 2018.

MAXX is where Northwest credit unions connect with each other to influence the direction of the Credit Union Movement.

Credit union professionals and Directors receive high-level training and connect with business solutions partners at the Strategic Link Trade Show. Attend the annual Credit Unions for Kids Auction, and celebrate the best of the Credit Union Movement at the Annual MAXX Awards Dinner and Gala.

Program Agenda

You’re a part of the Credit Union Movement – an army of advocates working together to advance our mission to provide credit union members with meaningful value and a better choice. This year’s MAXX Convention brings together thought leaders and industry experts who will inspire you and help you understand the latest happenings at national, regional and state levels. We’ll share legislative and advocacy advancement updates, you’ll learn how your Northwest Credit Union Foundation is evolving to make a greater positive impact, and we’ll connect you with the best-in-class service providers at the Strategic Link Trade Show. After participating in this conference, you’ll walk away invigorated and armed with the ideas and tools to meet your credit union’s goals and your members’ needs.

Program Agenda

All times are listed in Pacific Time.

Monday, October 15

10:00 a.m. - 3:00 p.m. • Select Committee and Task Force Meetings*

*Invitation required.

Tuesday, October 16

8:30 a.m. - 2:30 p.m. • Select Committee and Task Force Meetings*

*Invitation required.
10:00 a.m. - 2:30 p.m. • Small Credit Union Roundtable Meeting*

*Separate registration required.
3:00 p.m. - 5:00 p.m. • Opening General Session
Sponsored in part by CUNA Mutual Group.

Welcome to MAXX 2018 and to all of us being together again – there is nothing like it! NWCUA President & CEO Troy Stang will provide a state of the movement address and an overview of what to expect this year at MAXX.
Elisa Hays, CSP, Extraordinary IMPACT (Convention Emcee)
Troy Stang, President & CEO, Northwest Credit Union Association
Christine Cashen, Keynote Speaker/Author

5:00 p.m. - 6:30 p.m. • Welcome Reception in the Trade Show Hall

Wednesday, October 17

7:30 a.m. - 8:30 a.m. • Northwest Credit Union Foundation Bacon, Bagels, and Booze Breakfast*

*Separate ticket required.
8:30 a.m. - 10:00 a.m. • General Session: A.I. is Here

Artificial intelligence is gradually, though it seems unstoppably, finding its way into every corner of our lives and businesses. But what is A.I., really? Should credit unions embrace it, fear it, or wait to see what happens in the next few years? This session will feature three presenters who will address some of these big questions and show us what is possible amidst this amazing, but often puzzling, technological revolution.
Shazia Manus, SVP & Chief Strategy & Business Development Officer, AdvantEdge Analytics, CUNA Mutual Group
Patrick Schwerdtfeger, Founder, Trend Mastery
Shahar Ziv, Director of Global Corporate Strategy, PayPal
10:00 a.m. - 12:30 p.m. • Strategic Link Trade Show Grand Opening

Lunch included.
11:45 a.m. - 12:30 p.m. • Concurrent Sponsored Impact Sessions

21 Benefits of Video Banking - Explore real world benefits as reported by financial institutions utilizing Mobile and Branch Video Banking over the past 18 months. This interactive journey will also showcase a live demo with a Video Call Center Agent and highlight the Positivity Coach.
Gene Pranger, Accidental Technology Pioneer, POPio Mobile Video Cloud

Fintech Wants Your Members. Are you Ready for Prime Time? - Rocket Mortgage, SOFI, LendingClub, and now Amazon all have one thing in common: they want your members, and they have Wall Street backing them. They have the data, state of the art Fintech solutions, marketing capital, and liquidity. So, how do you not only survive, but beat them at their own game? This session identifies what the competition is doing, and discusses real solutions that are helping credit unions stop Fintechs in their tracks.
Keith Kelly, Co-Founder and CEO, CU RateReset, and Co-Founder & CEO, Mortgage Harmony

The Auto Industry: A Roadmap for the Future - According to major forecasts, almost 17 million vehicles will be sold this year through retail channels, but next year's market may look different. That change translates to opportunity, which needs to be grabbed today. Are you prepared for what’s around the corner? Join us as we examine ways to harness the power of your membership and drive loan growth, as well as examine the impact of the shared economy and autonomous vehicles in the future. Don’t miss out on one more loan opportunity. Learn key tips to help you build and protect your auto loans today.
Marci Francisco, VP Sales, CU Direct

What Every Human Must Know About Machine Learning - Artificial intelligence transcends human potential. But that doesn't mean we lose our place in the transformation of business or the evolution of society. Machines replacing humans is just one of several fantasies, fictions, and myths about AI that cripples the possibilities. In this session, AdvantEdge Analytics' Shazia Manus confronts several of the misconceptions surrounding AI, machine, and deep learning. Attendees will gain a rich appreciation for the power of humans and machines working in concert to revolutionize financial services.
Shazia Manus, SVP & Chief Strategy & Business Development Officer, AdvantEdge Analytics, CUNA Mutual Group

Alternative Funding Strategies to Consider for Credit Unions' Employee Benefits - There is not a one-size-fits-all plan design that will work for all credit unions' employee benefits, nor is there is a single contribution or funding strategy that should be applied to all credit unions. Join Donna Losch as she walks through various plan types, as well as alternative funding strategies for your consideration. Your plan design structure and funding model are key components of your employee benefit strategy, so take the time to make sure that what you offer now is the best strategy for your credit union any employees.
Donna Losch, RHU, ChHC, SVP, Brown & Brown Insurance, and Senior Consultant & Program Manager, NWFA Trust
*This session is approved for CPE Credit. Please see the CPE dropdown for more information.
12:45 p.m. - 1:45 p.m. • Educational Breakout Sessions

Disruptive Innovation ... Embrace It! - Technology, including AI and Blockchain, are fueling a trend towards decentralization and economic anarchy. This is a time for bold leadership. In this session, Patrick Schwerdtfeger will dissect these trends and introduce models to anticipate disruption, think bigger, and thrive amidst this significant change. Patrick will primarily approach the topic from a marketing and branding perspective.
Patrick Schwerdtfeger, Founder, Trend Mastery

Legal Update - Legal and compliance experts from Farleigh Wada Witt will provide insight on current legal issues affecting the Credit Union Movement. Learn what’s happening on the legal front that can impact your organization. (Option 1 of 2)
Hal Scoggins, Farleigh Wada Witt
Kelley Washburn, Farleigh Wada Witt
Brian Witt, Farleigh Wada Witt

* This session is approved for CPE Credit. Please see the CPE dropdown for more information.

2018 Emerging Leaders Program Showcase - 2018 Emerging Leaders program participants have completed nine months of intensive coaching to develop their leadership voice and enhance communication skills. During this session, several participants will present on a strategic project they have developed or implemented at their credit union. These best-in-class projects are sure to impress.
Facilitator: Peter Myers, MSC, PCC, SVP, DDJ Myers

CECL Implementation Crash Course - Current Expected Credit Loss methodology will change the way credit unions account for loan losses. What should you be doing now to prepare before the 2020 implementation date? This session will cover everything you need to know about these upcoming changes, and you’ll leave feeling ready to get a jumpstart on preparations.
Kevin Kirksey, Principal, ALM First Financial Advisors
* This session is approved for CPE Credit. Please see the CPE dropdown for more information.

Supplemental Capital Fund – Most financial institutions worldwide, both for-profit and not-for-profit, can use various sources to grow capital and aren’t limited to just retained earnings. But a growing subset of natural person credit unions with a low-income designation (LID) can raise secondary capital by issuing subordinated debt to nonmembers. Despite this powerful capital-raising ability, few LIDCUs have acquired secondary capital. Fortunately, the ingredients for a more robust capital market are coming together, and we may be witnessing the formation of an exciting and powerful new market.
Theran Colwell, VP Lending Product Executive, CUNA Mutual Group
* This session is approved for CPE Credit. Please see the CPE dropdown for more information.
2:00 p.m. - 3:00 p.m. • Educational Breakout Sessions

Does Social Media Make You Vulnerable? - Social networking’s role in our businesses and personal lives is ever expanding. As much as we are all encouraged to harness its power and ability to connect and influence each other, it is also clear that posts, tweets and videos may reveal critical organizational information, or even flaws in security systems that can open the door for hackers. This session will examine how social networking, media and blog activity can be potentially used against an organization and just how deep it can penetrate. We will also explore how this potential threat can be both monitored and mitigated.
Scott Alldridge, CEO, IP Services
* This session is approved for CPE Credit. Please see the CPE dropdown for more information.

Legal Update - Legal and compliance experts from Farleigh Wada Witt will provide insight on current legal issues affecting the Credit Union Movement. Learn what’s happening on the legal front that can impact your organization. (Option 2 of 2)
Hal Scoggins, Farleigh Wada Witt
Kelley Washburn, Farleigh Wada Witt
Brian Witt, Farleigh Wada Witt

* This session is approved for CPE Credit. Please see the CPE dropdown for more information.

How Northwest Credit Unions are Addressing the Housing Crisis - Hosted by the Northwest Credit Union Foundation, this session will address a key issue impacting every community across our region: housing. Session participants will hear from credit unions across the Northwest who are taking innovative approaches to addressing housing affordability and availability in their own communities.

Unraveling Public Funds - Unlimited Public Funds passed in WA this year, and OR passed Unlimited Public Funds in 2010. What does it mean for your credit union? This session will dive into the details of what this means for you now and what it can mean for the future.
Amy Perry, Public Deposit Protection Commission Administrator, Office of the WA State Treasurer
Tammie L. Nuber, Program Manager, WA State Deprt of Financial Institutions, Division of Credit Unions
* This session is approved for CPE Credit. Please see the CPE dropdown for more information.

betaSpace Bonanza: Compelling, Innovative Solutions in the Marketplace - Hosted by Strategic Link. Many successful credit unions are leapfrogging the competition by focusing on improving member experience through emerging technologies that support that goal. Unfortunately, many credit union leaders are so busy with their daily responsibilities that they don’t have time to stay up-to-date on all the solutions on the market. Here’s your opportunity to catch-up on the latest and great in betaSpace technologies. Make plans to attend this fast-paced, show and tell session, where you will hear from innovators in conversational banking, enterprise-level texting, digital onboarding, and more!
3:15 p.m. - 4:30 p.m. • General Session: Political Update

In an election year, it is crucial to gain key insights into the political landscape through informed perspectives about what the outcomes can mean to us as a credit union community. Our political expert will discuss important topics in an easy to understand manner and offer a direct analysis of some of the more uncertain elements that are part of the November drama unfolding regionally and nationally.
Chris Stirewalt, Politics Editor, Fox News Channel
4:30 p.m. - 5:30 p.m. • Reception in the Strategic Link Trade Show
6:30 p.m. - 7:45 p.m. • Credit Unions for Kids Silent Auction*

*Separate ticket required. Ticket price includes the auction and dinner.
8:00 p.m. - 9:30 p.m. • Credit Unions for Kids Auction & Dinner*

*Separate ticket required. Ticket price includes the silent auction.

Thursday, October 18

7:30 a.m. - 8:15 a.m. • CUNA Management School & CUDE Alumni Breakfast *

Open to all current CUNA Management School students and alumni.

*Separate ticket required.
7:30 a.m. - 8:30 a.m. • Sponsored Breakfast in the Trade Show Hall
8:30 a.m. - 9:00 a.m. • Annual Business Meeting and NWCUA President's Address
9:00 a.m. - 10:00 a.m. • General Session: What’s the Big Idea?

We are the big idea! How do we make sure the world knows it? Countless resources are being invested into unraveling what consumers know, and don’t know, about credit unions. The results are very revealing, and the data can arm us with the information we need to effectively message to both members and non-members alike. How do we use this data to be strategic in our messaging on both a small and a grand scale? And how do we know if we are really connecting with our target audiences effectively? We’ll discuss these questions and more in this informative session.
Dr. Jonah Berger, Marketing Professor, Wharton School at the University of Pennsylvania
10:00 a.m. - 11:30 a.m. • Strategic Link Trade Show Networking Continues
10:45 a.m. - 11:30 a.m. • Concurrent Sponsored Impact Sessions

Integration is Innovation: The Fastest Way to a Digital Ecosystem - Emerging digital payment systems are raising consumer expectations for credit unions. This trend calls for a complete ecosystem of payments products and services, an enormous undertaking. CO-OP will show that the fastest way to complete a credit union’s digital transformation is pursuing innovation through integration – blending technology, networks, tools and solutions into one seamless and secure member experience. This change will be driven, in particular, by the marshaling of data and the application of AI and machine learning to fraud protection and business intelligence.
Dorthy Mack, SVP, CO-OP Financial Services
* This session is approved for CPE Credit. Please see the CPE dropdown for more information.


Effective Liquidity Risk Management/Stress Testing - Credit unions continue to face uncertain times. In this session, attendees will gain a deeper understanding of liquidity risk management, including stress testing in traditional and non-traditional scenarios, equipping them to prepare for the future.
Mark DeBree, Vice President, ALM Services
* This session is approved for CPE Credit. Please see the CPE dropdown for more information.


Take Your Credit Union to the MAXX - See What’s New with Mobile Banking Enhancements -
CU Solutions Group has hundreds of credit union clients for our web-based and mobile banking solutions. Their most current solution, LifeSteps Wallet, will help credit unions with two of their most important marketing challenges: how to differentiate mobile banking, and how to focus on the needs of the member versus the credit union’s own products.
John Fotopoulos, National Business Consultant, CU Solutions Group

Digital in the Payments Space - The payments space is transforming rapidly. Physical cards are incorporating contactless and even biometric functionality for security and cardholder transaction improvements; digital wallets and other wearable form factors are changing how we perceive and use cards for payments; in-branch instant issuance is increasing consumer satisfaction in credit union interaction; digital issuance supporting physical cards is literally "rolling over the horizon". Identifying opportunities for credit union specific membership footprints in the FOM; understanding the lifecycle of new technologies and how to stay ahead of the rising tide of niche players and trends and identification of those technologies that support your mission is critical to the bottom line and to growing the credit union. Understanding and identifying revenue opportunities within your portfolio using targeted messaging and marketing programs is critical to support changing user demographics. Join us as we look deeper into the impact "digital" is bringing to the payments space.
Jeff Aipperspach, VP of Product Services, Member Access Pacific
* This session is approved for CPE Credit. Please see the CPE dropdown for more information.


How Credit Unions Can Deploy a Virtual Banking Assistant - Virtual banking assistants service members through automated, human-like conversation. Learn how other credit unions are getting to market with innovative conversational banking experiences.
Keith Armstrong, Co-Founder, ABE AI
11:30 a.m. - 12:30 p.m. • Advocacy Lunch: MAXXimize Your Advocacy!
12:45 p.m. - 1:45 p.m. • Educational Breakout Sessions

Global Women’s Leadership Network - The Global Women’s Leadership Network is the industry's only international platform dedicated to addressing and facilitating greater gender balance among leadership positions. Join us to learn more about the international movement and how regional sister societies are driving impact within the northwest.
Jill Tracie Nichols, Founder & CEO, Traci Group

A Brand Awareness Deep Dive - In the Northwest Credit Union Movement, we’re proud that more than 50 percent of the population belongs to a credit union! What’s holding the rest of consumers back? We know from extensive national and Northwest research that we have some myths to bust. Attend this breakout to get an early look at the creative content for the CUNA/NWCUA Awareness Initiative and discuss with a panel of experts the role credit unions, large and small, will play to help raise awareness and increase market share.
Panel:
Troy Stang, President & CEO, Northwest Credit Union Association (NWCUA)
Susan Toalson, VP Credit Union Outreach, CUNA
Facilitator: Danielle Sittu, VP Communications & Marketing, NWCUA


Critical Information from Your Regulators - Our first panel session will focus on the national landscape where attendees will hear from the from representatives from the BCFP and NCUA. State regulators will also be available for the Q&A portion. Financial regulation impacts all aspects of credit union operations. Hear from your financial regulators about the changing regulatory landscape, examination trends, and insight into programmatic improvements that will streamline exams and improve communication. You will have the opportunity to ask questions and offer suggestions during this interactive session. (Option 1 of 2)
*This session is closed to news coverage. Interested media may join us for the 2:00 p.m. regulatory panel.
Linda Jekel, Director of Credit Unions, WA State Dept of Financial Institutions
Janet Powell, Manager, Credit Union Program, OR Dept of Consumer & Business Services, Division of Financial Regulation
Gavin Gee, Director, ID Dept of Finance
Cherie Freed, Director, Region 5, NCUA
Jennifer Stockett, Deputy Asst Director, Financial Institutions, External Affairs at the Consumer Finance Protection Bureau (CFPB)
* This session is approved for CPE Credit. Please see the CPE dropdown for more information.

An Inside Look at the Banks’ Divide & Conquer Strategy - Banks are increasingly fixated on credit unions' tax structure—not only at the federal level, but in statehouses across the nation, and in their outreach to media. Learn more about their strategy and how credit unions can unite to protect the Movement and proactively fortify our position. All credit union advocates have a voice in this critical mission!

CO-OP Financial Services Strategic Dialogue - Join us for a “sleeves rolled up” strategic dialog on the current, intermediate, and long term strategy vision for CO-OP Financial Services and how it ties into your credit union’s operational and strategic direction.
Dr. Kathy Snider, SVP Debit/Prepaid Shared Branch Product, CO-OP Financial Services
2:00 p.m. - 3:00 p.m. • Educational Breakout Sessions

The Power of Diversity & Inclusion - Join us as we hear from a series of speakers on the importance of diversity, inclusion, and representation within your credit union. This session will leave you inspired to intentionally recruit diverse board, staff, and management, and informed on how your credit union benefits from diversity of perspectives. You’ll gain a clearer understanding of how your credit union can take steps towards building and maintaining a diverse and inclusive representation of your current and future members.
Víctor Miguel Corro, Client Relations Director, Coopera
* This session is approved for CPE Credit. Please see the CPE dropdown for more information.


Telling the Story of Credit Union Community Impact – NWCUA and NWCUF are partnering to bring you a community impact reporting tool that will make it possible for all NW credit unions to collect and share data and stories on a whole host of topics, including charitable giving, volunteering, community development, and direct member benefits. In this session, participants will see how this valuable tool works and learn how they can be a part of this exciting project.

Critical Information from Your Regulators - Our second panel session will focus on the state regulatory landscape. Attendees will hear primarily from the state regulators on the latest developments from around the states. Representatives from the NCUA and BCFP will be available for the Q&A portion. Financial regulation impacts all aspects of credit union operations. Hear from your financial regulators about the changing regulatory landscape, examination trends, and insight into programmatic improvements that will streamline exams and improve communication. You will have the opportunity to ask questions and offer suggestions during this interactive session. (Option 2 of 2)
(speakers – same as above Option 1 of 2)
* This session is approved for CPE Credit. Please see the CPE dropdown for more information.

Legislative Agenda 2019 - Join the TEAM! Hear from your advocacy gurus regarding the collective efforts to establish the most dynamic and favorable regulatory structure possible for Northwest CUs. Get the details of legislative proposals and priorities that are being outlined for movement in the 2019 legislative sessions, while also gaining knowledge of the long term legislative visions resulting from the efforts of the 2018 State Issues Work Groups.
Ryan Fitzgerald, VP, Legislative Affairs for Idaho
Pam Leavitt, Policy Advisor, Oregon State Advocacy & Grassroots
Paula Sardinas, VP, Legislative Affairs for Washington


FinTech and the Global Economy - In a global economy, it's important to look at financial technology trends internationally to gain a better understand of what's on the horizon and how we can remain cutting edge. Join us as we discuss the similarities and differences of FinTech locally and internationally and the implications for your credit union's development of technology resources.
3:15 p.m. - 4:45 p.m. • Closing General Session: The Power of We – Why We Act

Is our core identity as credit unions so straightforward to us that we sometimes lose focus on it? Keeping who we are top of mind enables us to realize the true potential of the Northwest credit union community, and may also be the most direct path to increased market share. In this inspiring session, three speakers will guide us to reflect on our shared purpose as a community, to understand how we can overcome the obstacles that stand in the way of our goals, and to celebrate the power of what is possible when we move forward, together.
5:30 p.m. - 6:00 p.m. MAXX Awards Reception
6:00 p.m. - 9:00 p.m. • MAXX Awards Dinner & Gala*

*Separate ticket required.

About the Presenters

Jeff Aipperspach

Vice President of Product Services • Member Access Pacific

Jeff Aipperspach brings close to 20 years’ experience in Product Management roles with a broad range of experience in large, transitional, and startup companies providing Software as a Service (SaaS) solutions to enterprise and small business in areas of knowledge resources and content, ecommerce, taxation, and portfolio and program management.

Jeff is an avid bicyclist, outdoor enthusiast, and has traveled the globe extensively for pleasure as well as evangelizing products for his employers.

Scott AlldridgeScott Alldridge

CEO • 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.

Scott has been a featured speaker on Cybersecurity and IT Best Practices for many national organizations including the SANS (System Admin Network Security), HIMSS (Health Information Management Systems Society), and many Finance and Banking conferences. He received his Bachelor of Science Degree in Business Management from Kensington University.

Keith Armstrong

Co-Founder • Abe AI

Keith Armstrong is a long-time advocate of consumer financial health and co-founder of Abe AI. He leads the marketing strategy for Abe AI, helping educate and consult the financial industry on the benefits and applications of Conversational AI.

 

 

 

Jonah Berger

Jonah Berger

Why do some things catch on while others fail? Why do some products, ideas, and behaviors get more word of mouth than others? Professor Jonah Berger examines the behavioral science that underlies these questions. He examines how people make decisions, how ideas diffuse, and how social influence shapes behavior.

Berger is a Marketing professor at the Wharton School at the University of Pennsylvania. He has published dozens of articles in top-tier academic journals, and popular accounts of his work frequently appear in popular outlets like the New York Times, Wall Street Journal, NPR, Science, Harvard Business Review, Sloan Management Review, Wired, Business Week, The Atlantic, and The Economist. His research has also been featured in the New York Times Magazine’s “Year in Ideas.” Berger has been recognized with a number of awards for both scholarship and teaching, including various early career awards and being named Wharton’s Iron Prof (an award for awesome faculty research).

Dr. Berger has helped a significant variety of companies and organizations ‘get their stuff to catch on’. From Fortune 500 companies to small start-ups, and multinationals to non-profits, Berger has helped drive new product adoption, sharpen effective messaging, and develop marketing strategy.

Tyler BeuerleinTyler Beuerlein

Vice President of Business Development • Hypur

In his role as Hypur’s Executive Vice President of Business Development, Tyler Beuerlein leverages his extensive experience in building brands, managing key relationships and strategic partnerships. Beuerlein has been at the forefront of Hypur’s expansion efforts for over four years.

He possesses an intricate knowledge of the Banking and Regulatory climate, key industry influencers, industry dynamics and market history. He has also become a key contact for media outlets, analytics companies, industry consultants and investment firms searching for reliable, accurate sources of industry information. Beuerlein’s contacts and relationships in the US State Legal cannabis industry are unparalleled.

As a result of his influential value, he was selected to be a member of the National Cannabis Industry Association’s Banking Access Committee. He is also a member of the Forbes Business Development Council, frequently publishing articles about the banking and payment environment in the cannabis industry.

Beuerlein founded and managed a large beverage company prior to joining the Hypur team and was a Professional athlete in the New York Mets Organization.

Christine CashenChristine Cashen

Author, Speaker

For more than 20 years, Christine Cashen has jazzed an amazing variety of audiences throughout the United States, Canada, South Africa and Australia. Christine is an authority on sparking innovative ideas, handling conflict, reducing stress, and energizing employees.

Before hitting the speaking scene, Cashen was a university admissions officer, corporate trainer, and broadcaster. Christine holds a Bachelors Degree in Communication and a Masters Degree in Adult Education. She is a member of the National Speakers Association and is a Certified Speaking Professional (CSP).

In 2014, Christine was inducted into the National Speakers Association, CPAE Speaker Hall of Fame®, Admission into the CPAE Speaker Hall of Fame is a lifetime award for speaking excellence and professionalism. In 2016, she was received an honorary doctorate degree from Central Michigan University.

Theran CowellTheran Colwell

VP Lending Product Executive • CUNA Mutual Group

Theran Colwell is vice president, Lending Product Executive for CUNA Mutual Group. He is responsible for the Voice of Customer, Planning, Segmentation and Data/Reporting teams within the Business Experience unit. He joined CUNA Mutual Group in 1999 and has held extensive positions throughout the organization including: director risk management, director corporate strategy & development, senior manager product finance and senior consultant financial management services.

As an industry thought leader and innovator, Colwell has worked with key industry constituents both domestically and internationally on financial institution strategy, risk management, regulation, product development, asset liability management, loan/deposit pricing and investment accounting.

He holds a Bachelor of Business Administration in Finance, Investments & Banking and an Executive Master of Business Administration from the University of Wisconsin – Madison. Outside of work, Colwell served on the Board of Directors of Summit Credit Union in Madison, Wisconsin for five years. He also served as both chair and vice chair of the Finance and Insurance Campaign Cabinet for the United Way of Dane County.

Victor CorroVictor Corro

Client Relations Director • Coopera

With more than 20 years’ experience working with credit unions on a global scale, Victor Corro has a proven history of finding solutions to industry challenges through collaboration. As Client Relations Director for Coopera, Corro works closely with Coopera’s client organizations in implementing Hispanic growth strategies, assists in sales and business development efforts, and manages the delivery of products and services in collaboration with the client relations team. Corro, a certified Credit Union Development Educator, has consulted with the Credit Union National Association, as well as Coopera, on product strategy and culturally relevant translation of materials for new markets.

Mark DeBreeMark DeBree, CFA

Vice President • ALM Services

Mark DeBree oversees all ALM department activities offered through Catalyst Strategic Solutions, including third-party ALM analysis, ALM model validations, core deposit studies, static loan pool analysis and mortgage servicing rights valuations. He also consults with credit unions on interest rate risk, in areas such as future opportunities, strategic direction and risk management strategies. In addition, Mark oversees the enhancements and testing of the department’s ALM models and works to develop new modeling techniques, reporting content and products to meet credit union needs as economic and regulatory environments change.

Since joining Catalyst Strategic Solutions as an ALM analyst in 2002, Mark has progressed through various roles in the ALM department to his current position. Previously, Mark worked as a financial analyst at Richmark Capital Corporation, where he was responsible for performing financial analysis on organizations seeking external capital.

Mark has a bachelor’s degree in finance and a master of business administration degree with a concentration in finance from Texas Tech University. He is a Chartered Financial Analyst (CFA).

John Fotopoulos

National Business Consultant • CU Solutions Group

John Fotopoulos started with CUSG in January 2018, and is based in Phoenix, AZ. Fotopoulos covers a territory of 15 states and 8 different credit union leagues, and works with credit unions of all sizes.   Working with CUSG is his first experience in the credit union industry, though he has extensive experience in various financial services and over 10 years’ experience in software sales and consulting. 

 

 

Cherie FreedCherie Freed

Director, Region 5 • NCUA

Cherie Freed is the regional director of NCUA’s Region 5, located in Tempe, Arizona.
Prior to being selected as regional director in 2016, Freed served as the associate regional director for Region 5. She also previously served as the director of supervision in the Tempe office, and as the loss-risk analysis officer in NCUA’s Office of Examination and Insurance in 2006. Freed began her career in 1987 as an examiner in Phoenix. In 1991, she became a problem case officer and later a corporate examiner in the Austin Region.

Before joining NCUA, Freed served as the controller for a manufacturing company in Phoenix. Throughout her NCUA career, Freed has received numerous awards and recognition, including the Specialized Examiner of the Year in 2009 and Supervisor of the Year in 2010.
Freed holds a bachelor of science in accounting from Northwest Missouri State University.

Gavin Gee

Director • Idaho Department of Finance

Gavin Gee is the Director of the Idaho Department of Finance has served as Director since 1995. Gavin joined the Idaho Department of Finance in 1977 and has served as the Department’s Deputy Attorney General, Bureau Chief of the Securities Bureau and of the Financial Institutions Bureau.

Gavin, an Idaho native, has a law degree from the University of Idaho College of Law and an undergraduate degree from Brigham Young University.  He has been active in national associations of state regulators having served on the boards of directors and as chairman of both the Conference of State Bank Supervisors (CSBS) and the National Association of State Credit Union Supervisors. He also served as chairman and a member of the State Liaison Committee of the Federal Financial Institutions Examination Council.  He is a senior member of the Idaho State Bar Association and has taught seminars on a wide range of financial topics for the Bar and many other professional groups and associations.  He has testified before Congress several times on financial service-related issues.

Elisa HaysElisa Hays, CSP

Extraordinary IMPACT

For 14 years, Elisa Hays, CSP served as the Founder and Chief Daydreamer of an award-winning touring entertainment company focused on genuine leadership, full-on participation and innovative design. In her own words she, “served on boards, won awards, and drove big Fords!” After getting stuck on the highway in an ice-storm and safely evacuating two employees in the face of oncoming traffic, an 18-wheeler semi-truck going 65 miles-per-hour hit her body…outside of a vehicle. She was propelled 90 feet through the air and ultimately into the position she is in now as an expert speaker and consultant on empathy-fueled leadership. Elisa empowers organizations, individuals and audiences internationally with honesty, humor, and her powerful message that “with people first, progress follows.”

Linda JekelLinda Jekel

Director of Credit Unions • Washington State Department of Financial Institutions

Linda Jekel is the Director of Credit Unions for the Washington Department of Financial Institutions, Division of Credit Unions. As the Director, she supervises 54 state chartered credit unions with aggregate assets over $49.8 billion and over 3 million credit union members as of June 2018. Linda has over 28 years of experience as a state regulator.

In September 2012, she was awarded the National Pierre Jay Award for her leadership on national credit union issues. She served as a board member for the National Association of State Credit Union Supervisors (NASCUS) and is a former NASCUS Chair. Prior to her regulator experience, she worked for Heritage Federal Savings (now Heritage Bank) in various management and lending positions.

A Seattle native, Linda earned her Masters of Business Administration degree with a finance concentration from Pacific Lutheran University and achieved a graduate banking certificate from Pacific Coast Banking School.

Keith KellyKeith Kelly

Co-Founder / CEO • CU RateReset

Keith Kelly is the Co-Founder and CEO of the CUSO, CU RateReset. Mr. Kelly is also the Co-Founder and CEO of Mortgage Harmony (dba Rate Reset). Mr. Kelly is a serial entrepreneur with over thirty years’ experience in retail mortgage banking. His closing cost savings platform has been featured in Money Magazine, The Washington Post, Time Magazine, New York Times, Woman’s World, CNBC and a host of other national publications. He has been a Radio Host of MyMortgageWatchDog on WMAL in Washington, DC. Mr. Kelly has a bachelor’s of science degree from James Madison University.

Kevin KirkseyKevin Kirksey

Kevin Kirksey is a Principal at ALM First Financial Advisors, joining the firm in 2011. He oversees the Strategic Solutions Group, which conducts merger valuations, capital planning and stress testing, model validations, CECL analysis, and other quantitative analytics.  Additionally, Kirksey serves as the Chief Compliance Officer for the firm while overseeing finance, software engineering, and operations.

Kirksey has shared his expertise at various conferences and industry organizations including AmericanBanker, CPA firms and societies, Financial  Managers Society, Western Independent Bankers, The Knowledge Group, credit union leagues, state banking associations, NCUA, and client education sessions. Also having been published and quoted in numerous publications including SNL Financial, WIB Directors Digest, CU Times, and CU Journal, Kirksey teaches two classes each Fall through Junior Achievement as well.

Previously, Kirksey worked on Goldman Sachs’ mortgage trading desk, where he analyzed whole loan trades and securitizations and performed mortgage valuations for various capital raises, mergers, and IPOs. He received a bachelor’s degree in economics from Davidson College in North Carolina.

Donna LoschDonna Losch

Senior Consultant • Brown & Brown Insurance

Donna Losch has dedicated her career to helping provide financial security to people. She began working in the employee benefit industry via the investment route: curating pensions and retirement plans at Russell Investments, where she eventually worked her way up to Regional Director of their Analytics Division. For the past ten years she has been a Senior Consultant at Brown & Brown Insurance, further deepening her skills in the employee benefits arena. As a Producer, Losch focuses on designing benefit plan options that provide employers with the best plans to meet the needs of their companies and employees.

With more than 20 years in the insurance and financial services industries, Losch’s specialties include: association benefit programs (multiple employer welfare associations), financial analysis with consultative expertise, and financial services for institutions like banks, credit unions, retirement and assisted living centers, and other professional service organizations. Since the passage of the Affordable Health Care Act, Losch has also become expert on healthcare reform and its ever-changing landscape.

Losch earned her B.A. in Business Administration from Western Washington University. She is also a graduate of the Wellesley College Executive Leadership Program and earned her Chartered Healthcare Consultant (CHC) and Registered Health Underwriter designations.

Dorthy MackDorthy Mack

SVP • CO-OP Financial Services

Dorthy Mack is SVP, CO-OP Financial Services, a senior relationship and sales executive with broad experience in all aspects of credit card, debit card, prepaid, retail, commercial card and lines of credit processing and PIN/Signature networks. She has direct experience with credit and debit card processing, from acquisition to customer service, collections and retention.

In addition to her duties with CO-OP, she is a member of the Board of Directors of the African American Credit Union Coalition.

Shazia ManusShazia Manus

SVP & Chief Strategy & Business Development Officer • AdvantEdge Analytics, CUNA Mutual Group

Shazia Manus is senior vice president and chief strategy & business development officer for AdvantEdge Analytics – CUNA Mutual Group’s data analytics technology and services business. In this role, Manus applies a futurist view to the field of analytics, helping AdvantEdge Analytics and its credit unions discover new possibilities for exceptional member experiences.

Manus joined CUNA Mutual Group in 2018 from CO-OP Financial Services (CO-OP), where she served as executive vice president, chief product & strategy officer. Prior to joining CO-OP, she was the CEO of payments processor TMG. During her tenure with TMG, the company doubled its revenue growth, grew staff by 30 percent and expanded into an international marketplace for the first time in the firm’s 30-year history.

A native of Bangladesh, Manus cut her teeth as an entrepreneur at the age of 17 – conceiving and building a variety of businesses in the neighborhoods of Dhaka. Over the span of her career, Manus has received multiple honors, including Female Executive of the Year and the Inspiring Women of Iowa Confidence Award. She was also named one of the Top 25 Most Influential Women in Payments and a Credit Union Times Woman to Watch.

She has been an active member of many financial services industry and community boards such as Alkami, CUNA Payments Subcommittee, Collabria Financial Services and Mercy Medical Center. Currently, she contributes her industry expertise to the World Council of Credit Union’s Global Women’s Leadership Network and CUlytics.

Peter Myers

Peter Myers, MSC, PCC

Senior Vice President • DDJ Myers

Peter Myers facilitates professional development programs for executives and management teams, succession-planning processes for boards and CEOs, and strategic planning engagements for credit unions nationwide. Weaving together strategy development, critical thinking, and employee engagement to bridge talent and execution gaps is his specialty. On a daily basis, Myers works with teams and boards to unlock and leverage their organizational, team, and individual potential. He also co-leads the CEO readiness and talent-development program for credit union executives pursuing their next level of career potential, and he has been a teacher in the award-winning NWCUA/DDJ Myers Emerging Leaders Program since its inception in 2012.

JIll Tracie Nichols

Jill Tracie Nichols 

Founder/CEO • Tracie Group

Jill Tracie Nichols is founder and chief executive officer of the Tracie Group – a boutique communications agency for visionary leaders. She is also a New York Times bestselling author. She partners with top CEOs and other leaders across industries to help them kick-start change during the moments that matter most.

Prior to founding the Tracie Group, Jill was chief of staff to Microsoft’s new CEO, Satya Nadella. She spearheaded Nadella’s transition and launch, led the Office of the CEO and was accountable for all of Nadella’s global communications. Jill also partnered closely with Nadella and his leadership team to drive culture change. Before this, Jill directed Steve Ballmer’s communications while leading the company’s media influence and strategy efforts. Prior, Jill spent about 10 years in Human Resources at Microsoft, Avaya and Lucent Technologies where she designed and implemented a variety of people programs and led broad scale global change initiatives.

Amy PerryAmy Perry

PDPC Administrator • Washington State Treasurer’s Office

Amy Perry took over as the Public Deposit Protection Commission Administrator March 2017. The PDPC administrator is an employee of the Office of the State Treasurer in Olympia. Prior to taking on the role as the PDPC administrator, Perry spent 9 years as the agency accounting manager for OST, and worked another 9 years in various accounting and administrative positions. The Public Deposit Protection Commission (PDPC) is comprised of the State Treasurer as Chair, Governor, and Lieutenant Governor. The PDPC ensures public funds deposited in banks are protected if a financial institution becomes insolvent. Daily, Perry manages collateral adequacy of public depositaries, observes overall financial health, ensures deposit limitations are not exceeded, and ensures compliance on PDPC laws and rules. 

Tyrone PooleTyrone Poole

Founder • OneApp

Tyrone Poole is the founder of OneApp, a movement designed to make applying for rental homes easier and more cost efficient for tenants while reducing the burden of paperwork for landlords. A powerhouse of energy and positivity, Tyrone’s journey has taken him from a motivated student, to EMT/Firefighter training, to injured homeless, to housing advocate, to founder of OneApp.

Tyrone has won US and international innovation awards including the 1776 Challenge Cup Global Innovation Award: First Place People’s Choice Award and 5th Most Promising Tech Startup World-Wide, 2018 Business Journal Forty under Forty Award, 2017 Fast Company United States Innovation Award, The Oregon Entrepreneurs Network 2016 Wyatt Starnes Award for most promising early-stage tech entrepreneur, and won the Pitch Black contest in 2015. Poole serves on several boards, including empowering future leaders through REAP, and is the father of five daughters.

Janet Powell

Janet Powell 

Manager, Credit Union Program • Oregon Department of Consumer & Business Services, Division of Financial Regulation 

Janet Powell has worked for the Oregon Department of Consumer and Business Services, Division of Financial Regulation, since September 1992 when she was hired as a financial examiner.  She was appointed supervising examiner of the Credit Union Program effective July 1, 2004, and was appointed as its program manager in 2007.  She has worked as a financial examiner and a review examiner in the credit union and bank and trust programs. She has management, lending, operations, business development, and special project experience; she was a bank officer for 16 years.

Powell is a member of the Board of the National Association of State Credit Union Supervisors (NASCUS) and is certified by NASCUS as a state credit union examination supervisor and by the Conference of State Bank Supervisors (CSBS) as an examiner-in-charge.

She attended Marylhurst College and has received various banking and regulator training.  She was born in Bend, Oregon and grew up in The Dalles, Oregon.

Gene Pranger

Technology Pioneer • POP i/o Mobile Video Cloud

Lately I have been identifying myself as an Accidental Technology Pioneer.  If you would have asked me 28 years ago upon initiating my career that I would create a disruptive technology that is transforming retail banking I would have asked, “What is disruptive technology?”  Thus, my career from Advertising Executive to Retail Branch Designer to Technology Pioneer has been a fun evolutionary journey mired in learning, creativity and technology innovation. It has been far more enjoyable and rewarding than words can express. 

Patrick SchwerdtfegerPatrick Schwerdtfeger

Founder, Trend Mastery

Patrick Schwerdtfeger has been a full-time professional speaker since 2007. During the subprime ‘mortgage meltdown’ and ensuing 2008 financial crisis, he was interviewed regularly on mainstream media and soon began speaking at business events and conferences. He covered developments in the collapsing financial markets and, before long, spoke about the burgeoning field of podcasting and social media as well.

Barack Obama’s presidential campaign was the first presidential campaign driven by social media, and Schwerdtfeger began covering that topic with increasing frequency. His “Social Media Victories: Real Businesses, Real Campaigns, Real Results” program would end up taking him to hundreds of events all around the world, becoming best known for his tactical and energizing keynotes about technology trends and digital marketing.

Today, Schwertdtfeger is a business futurist specializing in technology trends including big data, artificial intelligence and blockchain. He’s the founder of both Trend Mastery, a strategic consulting agency identifying a world of transformational opportunities, as well as Strategic Business Insights which has over 25,000 subscribers and five million views on YouTube. Schwerdtfeger also works as an independent business analyst, following emerging technology use cases and sharing his insights with clients around the world.

Hal Scoggins

Hal Scoggins

Shareholder • Farleigh Wada Witt

Hal Scoggins has been with Farleigh Wada Witt since 1991 and practices in the firm’s Financial Services and Debtor/Creditor practice groups. He represents credit unions on state and federal regulatory compliance matters, formation and operation of subsidiaries, contract negotiation, dispute resolution, bankruptcy, and collection.

Scoggins specializes in payment systems issues, helping clients navigate the Uniform Commercial Code, the NACHA rules, and various Federal Reserve rules and circulars. He provides loan and deposit account documentation and disclosures, and helps clients resolve operational challenges.

Highly involved in his community, Scoggins serves on the Oregon Lawyers Against Hunger Board and spearheads his firm’s annual food drive. He is also a member of the American Bar Association’s Consumer Financial Services Committee and chairs the Operations sector of the Credit Union Committee.

Dr. Kathy Snider

Senior Vice President • CO-OP Financial Services 

Dr. Kathy Snider is Senior Vice President, ATM/Debit/Prepaid/Shared Branch, for CO-OP Financial Services.

With more than 25 years in the financial services market, Snider has held positions in product management, business line management, client services, project management, training, documentation, account management, channel management, marketing and sales support. Prior to CO-OP, Kathy worked in management posts at Fiserv, eFunds, US Processing, Inc., Deluxe Data and First Interstate Management Services.

Snider holds a Doctor of Philosophy (PhD) in Leadership, Learning and Service from Cardinal Stritch University (Milwaukee, Wisconsin), and a Master’s Degree in Management Science from the same institution.

Chris StirewaltChris Stirewalt

Politics Editor, Fox News Channel

Chris Stirewalt is an expert storyteller and astute speaker who keeps audiences engrossed with his trademark humor while breaking down complex political issues. He offers candid and witty insights on the current political climate and the latest happenings on Capitol Hill and in the White House, as well as a breakdown of how our political party system reached its current state of polarization and what he sees coming down the pike in Washington and across the nation. Stirewalt offers the perfect balance between meaty and hard-hitting takeaways and entertaining personal and professional anecdotes.

Stirewalt is currently the politics editor for the Fox News Channel, working in FNC’s Washington bureau since 2010. He helps coordinate political coverage across platforms, contributing articles, video segments, an extremely-popular newsletter, a weekly podcast with co-host Dana Perino, and regular appearances on Fox’s most popular programs to the network’s lineup. Stirewalt’s daily newsletter, Fox News Halftime Report, boasts nearly 200,000 subscribers, and his podcast I’ll Tell You What was so successful that it was spun off into a television show of the same name leading up to the 2016 election, an industry first.

Prior to joining FNC, Stirewalt served as political editor for The Washington Examiner where he wrote a twice-weekly column and led political coverage for the newspaper. He also served as politics editor at the Charleston Daily Mail and West Virginia Media. Stirewalt began his career at the Wheeling Intelligencer in West Virginia.

Kelley Washburn

Shareholder • Farleigh Wada Witt

Kelley Washburn has seen the financial services industry from all angles: she worked on the regulatory side at the Oregon Department of Justice in the Financial Fraud & Consumer Protection Division, the internal and operational side with a national bank, and now the advisor side as a regulatory compliance attorney.

With a background in banking and business, Kelley brings considerable experience and working knowledge in the areas of consumer and commercial law relevant to assisting financial service providers on matters related to legal compliance. She monitors federal and state financial services regulatory changes and legislation that affects financial service providers, and contributes updates for the firm’s Compliance Smart program.

Brian Witt

Brian Witt

Shareholder • Farleigh Wada Witt

Brian Witt has a specialized legal practice representing financial service providers on regulatory and compliance issues in Oregon and Washington. He counsels clients on credit union compliance management, CUSO operation, and corporate responsibility.

Witt is a recognized national expert on the design and delivery of financial products and services. He works closely with national and state regulators on mergers, expansions, and examination matters.

As chair of Farleigh Wada Witt’s Financial Services Practice Group, he regularly tracks the impact of legislation and court decisions on financial service providers. He has also developed a comprehensive compliance management financial solution, Compliance Smart, to assist with organizing the workflow for regulatory compliance.

Shahar ZivShahar Ziv

Director of Global Corporate Strategy • PayPal

As the Director of Global Corporate Strategy at PayPal, Shahar Ziv leverages his extensive experience at the intersection of financial services, payments, and technology to shape how the company offers products to answer the diverse needs of consumers and merchants. He is a firm believer that technology can empower people with better financial products at lower costs in order to make lives easier and more convenient.

Prior to PayPal, he worked in strategy and business development roles at American Express and as a management consultant at Accenture. Ziv is privileged to serve on the Board of Directors of the Harvard University Employees Credit Union (HUECU) and is passionate about empowering people to improve their financial health. In partnership with HUECU, he co-founded a popular personal finance class at Harvard University in 2011 that has helped hundreds of undergraduates improve their financial literacy.

Ziv has been invited to share his thought leadership at events such as the Credit Union National Association (CUNA) yearly roundtable, the U.S. Conference of Mayors, the Consortium on Financing Higher Education’s (COFHE) annual retreat, and Paythink’s annual Payment Conference. As a contributing writer for Forbes, Ziv regularly shares financial advice with thousands of readers.

Shahar is a proud alumnus of Cornell University and Harvard Business School, a slightly less proud airline/hotel point junkie as well as a Kilimanjaro summiter, Cornell hockey fanatic, and Taco Bell and behavioral econ aficionado.

New York, New York Gala: An Auction Benefitting Credit Unions for Kids

This year’s dinner and auction to benefit Credit Unions for Kids will take place on Wednesday, October 17, from 6:30 p.m. – 9:30 p.m. during the NWCUA MAXX Convention in Tacoma. The entire credit union community comes together as we raise thousands of dollars for our eight Children’s Miracle Network Hospitals. Break out your Gala finery, have fun, find some terrific auction items, and outbid your friends!

If you have any questions about the event, please contact NWCUA Project Manager Holly Miller at hmiller@nwcua.org or 800.995.9064 x 220.

Donation Opportunities:

We would love to accept your donation of either a auction items or cash to create said items whether or not you can attend the event this year. If you’d like to make a donation please follow this link to fill out a donation form and we will be in touch with you shortly. We appreciate the generosity of our Credit Union Community.

Sponsorship Opportunities:

We have a variety of sponsorship opportunities available for the Auction this year and appreciate every partnership.

Time’s Square Sponsor – $10,000  •  Exclusive – SOLD!

Thank you, CUNA Mutual Group!

Miracle Family Sponsor – $5,000  •  Exclusive – SOLD!

Thank you, Sound CU!

Rockefeller Center Sponsor • $5,000  •  Unlimited

Benefits of this sponsorship include:

  • Table for ten
    • Dinner and drink tickets for 10 guests
    • Two bottles of wine
  • Premier table placement
  • Recognition in scrolling PowerPoint during event
  • Recognition in the program
  • Recognition on signage at the Registration Desk

Thank you to the following sponsors: Rivermark Community CU, Unitus Community CU, Idaho Central CU, BECU, TwinStar CU, OnPoint Community CU and iQ CU!

Signature Cocktail “Manhattan” Sponsor– $5,000 •  Exclusive – SOLD!

Thank you, First Tech FCU!

Lady Liberty Sponsor • $3,000  •  Unlimited

Benefits of this sponsorship include:

  • Recognition in scrolling PowerPoint during event
  • Recognition in the program
  • Recognition on signage at the Registration Desk
  • Acknowledgement on centerpieces placed on each table

Thank you to the following sponsors: Verity CU, Kitsap CU, Salal CU and Catalyst Corporate FCU!

Central Park Sponsor • $2,000  •  Unlimited

Benefits of this sponsorship include:

  • Recognition on a scrolling PowerPoint during the event.
  • Recognition in the program.
  • Recognition on signage at the Registration Desk.

Thank you, CU Direct!

Gift Card Board Sponsor • $1500  • Exclusive – SOLD!

Thank you, DDJ Myers, Ltd! 

Your Name in Lights Sponsor • $1,000  •  Unlimited

Benefits of this sponsorship include:

  • One Vinyl “Your Name in Lights” Decal With Your Credit Union’s Name Prominently Displayed in the Event Space

Thank you to the following sponsors: Central Willamette Community CU, Red Canoe CU, SELCO Community CU, Advantis CU, Harborstone CU, TwinStar CU, STCU, Trailhead CU, CapEd CU, Icon CU, and Friends of Credit Unions

Electric Car (formerly Red Flyer Wagon) Sponsors • $1,500  •  Limited

Benefits to this sponsorship include:

  • Recognition in scrolling PowerPoint during event
  • Recognition in the program
  • Recognition on the electric car

After the Auction, cars will be donated to:

  • Asante Rogue Regional Medical Center, Medford, OR • SOLD • Thank you, Northwest Community CU
  • OHSU Doernbecher Children’s Hospital, Portland, OR • SOLD • Thank You, USAgencies CU
  • Intermountain Primary Children’s Hospital, Salt Lake City UT • SOLD • Thank You, Mountain America CU
  • PeaceHealth Sacred Heart Medical Center, Eugene, OR • SOLD • Thank You, Oregon Community CU 
  • Sacred Heart Children’s Hospital, Spokane, WA • SOLD • Thank You, Numerica CU
  • Seattle Children’s Hospital, Seattle, WA • SOLD • Thank You, Inspirus CU
  • St. Luke’s Children’s Hospital, Boise, ID • SOLD • Thank You, Pioneer FCU
  • Virginia Mason Memorial Hospital, Yakima, WA  • SOLD • Thank You, Solarity CU

Thank you to this year’s generous supporters:

A special thank you to Horizon Credit Union for their in-kind sponsorship of the auction design and programs!

Thank you to CO-OP Financial Services for their generous support via the Miracle Match program!

Miracle Match Logo

Thank you to this year’s Credit Union Auction Committee members for helping us to organize this event:

Chantelle Castle, United Advantage NW FCU
Amy Ellis, Simplot Employees CU
Jackie Henderson, Rivermark Community CU
Alex Johnson, Sound CU
Trudi Mayes, CapEd CU
Jenifer Piper, Numerica CU
David Sanders, Rogue CU
Jeremy Sankwich, TAPCO CU
Michelle Stanfield, Consolidated Community CU
Don Stewart, First Tech FCU
Troy VanRiper, First Tech FCU
Matthew Wilson, Oregon Community CU

MAXX Awards Dinner & Gala

Break out your semi-formal attire and join us for the “night of nights” in the Northwest Credit Union Movement on Thursday, October 18. It’s basically our Oscar night. This is the time when we come together to recognize some of the most accomplished and admired credit unions and professionals in the Northwest. Let’s celebrate the impressive work our colleagues are doing to “MAXXimize” the Credit Union Difference!

Location & Travel Information

Event Location:

Greater Tacoma Convention Center
1500 Commerce Street
Tacoma, WA 98402

Hotel Information:

Special room rates have been negotiated for Northwest Credit Union Association program participants. Reserve your room with the links below or by contacting the hotel directly at the number provided. Ask for the Northwest Credit Union Association block to leverage preferred pricing. As we approach MAXX, blocks at each hotel are filling. If you have rooms reserved that you do not need, please let us know so we can get another member into the room. If you have trouble booking in the NWCUA block, please email us to be added to our waiting list with your preferred arrival and departure dates so we can advocate on your behalf.

Hotel Murano
1320 Broadway Plaza
Tacoma, WA 98402
253.591.4145 or 877.986.8083

Courtyard Tacoma Downtown
1515 Commerce Street
Tacoma, WA 98402
253.591.9100

Holiday Inn Express
2102 South C Street
Tacoma, Washington 98402
253.272.2434

Airfare and Car Rental Discounts:

We have negotiated airfare and car rental discounts for MAXX. More information about those discounts may be found by clicking this link.

Pricing

Registration OptionPricing Information
"The MAXX": Full Convention Registration
Includes all educational sessions, exhibit hall access, and select meals.
Early Price: $489, Until July 28
Regular Price: $519, July 29 - Sept. 15
Late Price: $549, After Sept. 15
"Mini MAXX": One Day Registration
Includes a single-day educational session, single-day exhibit hall access, and select meals.
Early Price: $259, Until July 28
Regular Price: $269, July 29 - Sept. 15
Late Price: $289, After Sept. 15
MAXX Awards Dinner & Gala
(If purchasing a full Convention registration.)
Early Price: $39, Until July 28
Regular Price: $49, July 29 - Sept. 15
Late Price: $59, After Sept. 15
MAXX Awards Dinner & Gala
(With one-day registration or à la carte.)
Early Price: $79, Until July 28
Regular Price: $99, July 29 - Sept. 15
Late Price: $119, After Sept. 15
Guest Full Conference Registration & Awards Dinner
Includes exhibit hall access, select meals, and Awards Dinner. The guest program is for spouses or companions of registered attendees. Credit union employees or volunteers and suppliers are not eligible to register under this category.
Early Price: $229, Until July 28
Regular Price: $249, July 29 - Sept. 15
Late Price: $279, After Sept. 15
Guest Conference Registration ONLY
Includes exhibit hall access, and select meals. The guest program is for spouses or companions of registered attendees. Credit union employees or volunteers and suppliers are not eligible to register under this category.
Early Price: $189, Until July 28
Regular Price: $199, July 29 - Sept. 15
Late Price: $219, After Sept. 15
Guest Awards Dinner
à la carte
Early Price: $79, Until July 28
Regular Price: $99, July 29 - Sept. 15
Late Price: $119, After Sept. 15
Credit Unions for Kids Auction "On Broadway" Table Sponsor
Includes dinner and drink tickets for 10, $500 donation to the hospital of your choice, two bottles of wine, special name recognition in the program, and premier table placement.
Early Price: $2,250, Until July 28
Regular Price: $2,250, July 29 - Sept. 15
Late Price: $2,250, After Sept. 15
Credit Unions for Kids Auction "Radio City Music Hall" Table Sponsor
Includes dinner and drink tickets for 10, two bottles of wine, and name recognition in the program.
Early Price: $1,750, Until July 28
Regular Price: $1,750, July 29 - Sept. 15
Late Price: $1,750, After Sept. 15
Credit Unions for Kids Auction "Brooklyn Bridge" Tickets for Two - Open Seating
Includes dinner and drink tickets for two.
Early Price: $250, Until July 28
Regular Price: $250, July 29 - Sept. 15
Late Price: $250, After Sept. 15
Credit Unions for Kids Auction "Museum of Modern Art" Single Ticket - Open Seating
Includes dinner and drink tickets for one.
Early Price: $125, Until July 28
Regular Price: $125, July 29 - Sept. 15
Late Price: $125, After Sept. 15
Northwest Credit Union Foundation Breakfast
Wednesday, October 17
Early Price: $20, Until July 28
Regular Price: $20, July 29 - Sept. 15
Late Price: $20, After Sept. 15
CUNA Management School & CUDE Alumni Breakfast
Thursday, October 18
Early Price: $69, Until July 28
Regular Price: $89, July 29 - Sept. 15
Late Price: $89, After Sept. 15

Scholarships

Continued education and training of credit union professionals and Directors 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 scholarships awarding up to $1,500 per year for selected applicants. Learn more at https://nwcuf.org/scholarships-and-grants/.

Cancellation & Refund Policy

Registration fees are non-refundable after September 15, 2018. Substitutions will only be accepted by notifying NWCUA no later than this date.

Get #CUobsessed!

Mt. Hood Chapter of Credit Unions wearing CUobsessed shirts#CUobsessed is about telling people the good news about why credit unions are different and the better choice for consumers! It’s about sharing our passion, and it’s a way to start the conversation with current and potential members, as well as credit union staff.

Learn More & Share Your Obsession!

CPE Credit Offering

The Northwest Credit Union Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

For more information regarding our administrative policies, please contact our offices at 800.995.9064 x 108.

We are offering CPE Credits for the following Breakout Sessions:

Digital in the Payments Space

The payments space is transforming rapidly. Physical cards are incorporating contactless and even biometric functionality for security and cardholder transaction improvements; digital wallets and other wearable form factors are changing how we perceive and use cards for payments; in-branch instant issuance is increasing consumer satisfaction in credit union interaction; digital issuance supporting physical cards is literally “rolling over the horizon”. Identifying opportunities for credit union specific membership footprints in the FOM; understanding the lifecycle of new technologies and how to stay ahead of the rising tide of niche players and trends and identification of those technologies that support your mission is critical to the bottom line and to growing the credit union. Understanding and identifying revenue opportunities within your portfolio using targeted messaging and marketing programs is critical to support changing user demographics. Join us as we look deeper into the impact “digital” is bringing to the payments space.

After this session you will:

  • Understand why the payments industry is in a unique situation currently
  • Know the key drivers and needs of the digital payments environment
  • Anticipate what the near future will hold for payments and how to prepare for it

CPE Credit Offered: One
Field of Study: Information Technology
Delivery Method: Group Live
Previous work experience and background knowledge is recommended.

Integration is Innovation: The Fastest Way to a Digital Ecosystem

Emerging digital payment systems are raising consumer expectations for credit unions. This trend calls for a complete ecosystem of payments products and services, an enormous undertaking. CO-OP will show that the fastest way to complete a credit union’s digital transformation is pursuing innovation through integration – blending technology, networks, tools and solutions into one seamless and secure member experience. This change will be driven, in particular, by the marshalling of data and the application of AI and machine learning to fraud protection and business intelligence.

After this session you will:

  • Understand the impact and extant of a complete digital transformation on the payments system
  • Understand how digital transformation is already affecting the credit union industry, the economy and business models
  • Have a solid grasp of the role data plays in a digital transformation
  • Know how AI is being applied to prevent fraud and evolve business intelligence

CPE Credit Offered: One
Field of Study: Field of Study: Information Technology
Delivery Method: Group Live
Previous work experience and background knowledge is recommended.

Effective Liquidity Risk Management/Stress Testing

Credit unions continue to face uncertain times. In this session, attendees will gain a deeper understanding of liquidity risk management, including stress testing in traditional and non-traditional scenarios, equipping them to prepare for the future.

After this session you will:

  •  Have a deeper understanding of liquidity risk management
  • Understand the proper scope and approach of stress testing
  • Understand what stress testing looks like in both a traditional and non-traditional business environment
  • Be better prepared for the future to approach liquidity risk management and manage stress testing

CPE Credit Offered: One
Field of Study: Finance – Technical
Delivery Method: Group Live
Previous work experience and background knowledge is recommended.

Alternative Funding Strategies to Consider for Credit Union’s Employee Benefits

There is not a one-size-fits-all plan design that will work for all Credit Unions, nor is there is a single contribution or funding strategy that should be applied to all Credit Unions either.  Join Donna Losch as she walks through various plan types as well as alternative funding strategies for your consideration.  Your plan design structure and funding model are key components of your employee benefit strategy. So take the time to make sure that what you offer now is the best strategy for your Credit Union going forward.

After this session you will:

  • Understand the various approaches to employee benefit funding strategies
  • Be aware of different design structures and funding models and the potential affects they have on employees
  • Have a solid understanding how your current benefit funding strategy compares to the solutions that prove to be optimal for your particular business model

CPE Credit Offered: One
Field of Study: Personnel / Human Resources – Non-Technical
Delivery Method: Group Live
Previous work experience and background knowledge is recommended.

CECL Implementation Crash Course

Current Expected Credit Loss methodology will change the way credit unions account for loan losses. What should you be doing now to prepare before the 2020 implementation date? This session will cover everything you need to know about these upcoming changes, and you’ll leave feeling ready to get a jumpstart on preparations.

After this session you will:

  • Understand the CECL need and context
  • Be familiar with the common challenges of implementation
  • Be able to anticipate the key impacts of implementation

CPE Credit Offered: One
Field of Study: Auditing
Delivery Method: Group Live
Previous work experience and background knowledge is recommended.

Supplemental Capital Fund

How capital is defined for most U.S. natural person credit unions is really unique compared to other financial institutions in the U.S. and globally. Most financial institutions worldwide, both for-profit and not-for-profit, can use various sources to grow capital and aren’t limited to just retained earnings. However, a growing subset of natural person credit unions with a low-income designation (LID), can raise secondary capital by issuing subordinated debt to nonmembers. Despite this powerful capital-raising ability, few LIDCUs have acquired secondary capital. Fortunately, the ingredients for a more robust capital market are coming together, and we may be witnessing the formation of an exciting and powerful new market.

After this session you will:

  • Understand the differences between alternative, secondary and supplemental capital
  • Know how to start developing your own strategy and balance your needs with practical applications
  • Be able to recognize the pitfalls of using these forms of capital in unintended ways

CPE Credit Offered: One
Field of Study: Finance – Technical
Delivery Method: Group Live
Previous work experience and background knowledge is recommended.

Does Social Media Make You Vulnerable?

Social networking…its role in our businesses and personal lives is ever expanding. As much as we are all encouraged to harness its power and ability to connect and influence each other, it is also clear that posts, tweets and videos may reveal critical organizational information, or even flaws in security systems that can open the door for hackers. This session will examine how social networking, media and blog activity can be potentially used against an organization and just how deep it can penetrate. We will also explore how this potential threat can be both monitored and mitigated.

 After this session you will:

Understand the overall realistic cyber security risks from the key possible entry points in your credit union

  • Know the various possible risks that are present in the key social media channels
  • Have the information required to develop a plan to monitor and mitigate the risks associated with your social media channels

CPE Credit Offered: One
Field of Study: Communications and Marketing – Non-Technical
Delivery Method: Group Live
Previous work experience and background knowledge is recommended.

Legal Update

Legal and compliance experts from Farleigh Wada Witt will provide insight on current legal issues affecting the Credit Union Movement. Learn what’s happening on the legal front that can impact your organization.

After this session you will:

  • Understand the current legal landscape
  • Be familiar with the most important changes
  • Get a glimpse into what is on the horizon for Credit Unions post 2019

CPE Credit Offered: One
Field of Study: Business Law
Delivery Method: Group Live
Previous work experience and background knowledge is recommended.

Public Funds

Unlimited Public Funds passed in WA this year, and OR passed Unlimited Public Funds in 2010. What does it mean for your credit union? This session will dive into the details of what this means for you now and what it can mean for the future.

After this session you will:

  • Know the history and significance of public funds and the impact it can have on your business strategy
  • Understand what ‘unlimited public funds’ and collateral pools are and the significance they have
  • Know the application process for credit unions to certify as public depositaries, and the required monthly reporting process
  • Restrictions for credit unions accepting public funds in counties where more than 300,000 people live

CPE Credit Offered: One
Field of Study: Finance Technical
Delivery Method: Group Live
Previous work experience and background knowledge is recommended

Critical Information from Your Regulators

Financial regulation impacts all aspects of credit union operations. Hear from your financial regulators about the changing regulatory landscape, examination trends, and insight into programmatic improvements that will streamline exams and improve communication. You will have the opportunity to ask questions and offer suggestions during this interactive session.

After this session you will:

  • Understand the current regulatory landscape
  • Be familiar with the most important changes and how they affect your operations and accounting
  • Understand what to expect for Credit Unions post 2019 from Federal and state regulatory agencies

CPE Credit Offered: One
Field of Study: Business Law
Delivery Method: Group Live
Previous work experience and background knowledge is recommended.

The Power of Diversity & Inclusion

Join us as we hear from a series of speakers on the importance of diversity, inclusion, and representation within your credit union. This session will leave you inspired to intentionally recruit diverse board, staff, and management, and informed on how your credit union benefits from diversity of perspectives. You’ll gain a clearer understanding of how your credit union can take steps towards building and maintaining a diverse and inclusive representation of your current and future members.

After this session you will:

  • Understand the HR related importance of diversity, inclusion, and representation within your credit union
  • Have reviewed the legal implications of diversity and inclusion as it relates to board, staff and management
  • Gain a clearer understanding of how you can take steps towards building, recruiting and maintaining a diverse and inclusive representation

CPE Credit Offered: One
Field of Study: Personnel / Human Resources – Non-Technical
Delivery Method: Group Live
Previous work experience and background knowledge is recommended.

Questions?

Do you have questions about the MAXX Annual Convention, Credit Unions for Kids Auction, or Annual Awards Dinner & Gala? Contact Melissa Lovejoy at mlovejoy@nwcua.org or 800.995.9064 x108.

Do you have questions about the 2018 Strategic Link Trade Show? Contact Jason Smith at jsmith@nwcua.org or 208.286.6794, or Erin Bennett at ebennett@nwcua.org or 800.995.9064 ext 211.