Event Info

October 15th 3:00 pm -
October 17th 9:00 pm PDT

October 15th 4:00 pm -
October 17th 10:00 pm MDT


2 days, 6 hours

Register Now

 

Program Overview

Mark your calendar for MAXX 2019 at the Spokane Convention Center, October 15-17, 2019.

Hear from thought leaders and industry experts, find the latest in business solutions, and network with your peers at the premier credit union event in the Northwest!

From deep-dive breakout sessions to thought-provoking main stage keynotes, valuable networking at the Strategic Link Trade Show, meaningful fundraising at the Credit Unions for Kids Masquerade Ball Auction, and celebrating the best of the industry at the 2019 Awards Gala, MAXX 2019 has something for everyone on your team.

Sessions will focus on need-to-know topics in the credit union industry, including emerging technology, digital solutions, leadership development, and successfully advancing the credit union story. We’re adding amazing speakers every day, so be sure to check back for information. Register your team today for this must-attend event!

Are you a business partner looking to become a MAXX sponsor? Please visit our Exhibitor page for more information!

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. 

Monday, October 14
5:00 - 7:00 p.m. PDTSmall Credit Union Roundtable Reception
*Special registration required
Tuesday, October 15
8:30 a.m. - 2:30 p.m. PDTSelect Committee and Task Force Meetings
*Invitation required
9:00 a.m. - 1:00 p.m. PDTSmall Credit Union Roundtable Meeting
Scott Butterfield, Advisor, CUDE
*Separate registration required
9:00 a.m. - 2:30 p.m. PDTValue Creation Task Force Meeting
*Invitation required
11:00 a.m. - 12:30 p.m. PDTTri-State Governmental Affairs Meeting
*Invitation required
12:30 p.m. - 1:30 p.m. PDTIdaho Governmental Affairs Meeting
*Invitation Required
12:30 p.m. - 1:30 p.m. PDTOregon Governmental Affairs Meeting
*Invitation Required
12:30 p.m. - 1:30 p.m. PDTWashington Governmental Affairs Meeting
*Invitation Required
12:30 - 2:30 p.m. PDTRegulatory Advisory Subcommittee
*Invitation Required
3:00 - 5:00 p.m. PDTOpening General Session
Sponsored in part by CUNA Mutual Group.

Welcome to MAXX 2019 and to all of us being together again – there is nothing like it! MAXX 2019 emcee Christine Cashen will kick off the opening session. NWCUA President & CEO Troy Stang will present his vision for 2020 and an overview of what to expect this year at MAXX.
Christine Cashen, Motivational Speaker, Author
Troy Stang, President and CEO, NWCUA

Tapping Our Potential – Engage the Power of Story
Three speakers demonstrate the power of story and tackle how to overcome the primary hurdles to sharing our stories. Through storytelling, we can and do create change not only in our advocacy, but any effort to promote the many benefits of credit unions ….to anyone and everyone.
Dale Dixon, Communications Consultant, Author, Media Personality
Eliaichi Kimaro, Filmmaker, Storyteller, Speaker
Lisa Kagan, Story Coach, Storyteller
5:00 - 6:30 p.m. PDTWelcome Reception in the Trade Show Hall
CU Pitch Contest sponsored by CU Direct, Platinum Sponsor; and OnDot, Gold Sponsor.
Wednesday, October 16
7:30 - 8:15 a.m. PDTNorthwest Credit Union Foundation Breakfast
Sponsored in part by Glia.
*Separate ticket required
8:30 - 10:00 a.m. PDTGeneral Session

Knowledge is Power
Plug deep into the latest state of the economy information that will help you strategize, plan, and execute in a more meaningful way. Hear from two expert speakers delivering updates on our regional growth and economies that will both serve to enlighten and empower.
Mary Kelly, Economist, Best Selling Author, International Speaker, Retired Naval Commander
Stephen Happel, Economist, Professor Emeritus of Economics, Arizona State University
10:00 a.m. - 12:30 p.m. PDTStrategic Link Trade Show Grand Opening
11:45 a.m. - 12:30 p.m. PDTConcurrent Sponsored Impact Sessions

Payment Trends
Dive into the current payments landscape, including trends, real-time payments, and fraud. Examine how artificial intelligence, P2P options, mobile wallets, and browser payment security issues are impacting financial service providers. Credit union leaders need to make key decisions based on the continually shifting payments industry, all while making sure members are served and disruption to business operations are minimal.
Justin Lutes, AAP, NCP, Vice President, Correspondent Services, Catalyst Corporate Federal Credit Union
*This session qualifies for a CPE Credit. Please see CPE drop down below.

Text Messaging for Credit Unions
Nine out of ten consumers would like to be able to use text messaging to communicate with businesses. Airlines, retailers, and hotels have all adopted texting to communicate with consumers, and now is the time for credit unions. There is a practical, strategic reason for this that also makes good business sense. This session will dive into use cases, success stories, and more surrounding texting for credit unions.
Ashish Garg, CEO, Eltropy

Building a New Foundation: Innovation in the Credit Union Industry
Credit unions are beginning to understand emerging threats and realize that members expect more than just personal service - they require a personalized experience. Meeting these new demands and staying relevant requires innovation, but what does that mean exactly? In this session we will discuss what innovation is and what it is not; and how a credit union with limited resources and time constraints can still be innovative. Finally, we explore how emerging solutions such as AI, machine learning, and robotic process automation are being applied in lending today, and how credit unions can get there too.
Brian Hamilton, VP of Innovation & Insights, CU Direct

Benefits Trends 2020 and Beyond
Employee benefit trends have stayed consistent over the past decade, but things are starting to heat up. Join Donna Losch as she shares the current trends and the predictions for what we may start seeing take shape in 2020 and beyond.
Donna Losch RHU, ChHC, SVP, Senior Consultant, Brown & Brown Insurance
*This session qualifies for a CPE Credit. Please see CPE drop down below.

Preparing for the 8 Digit BIN Migration
A fundamental change to the way financial institutions, processors and host vendors manage their card portfolios is coming very soon. Due to significant shifts in the payments environment, all card issuers must begin the process of migrating away from the familiar 6-digit BIN format to a new 8-digit BIN format. This session will help credit unions prepare for this migration.
Carol Logan, Director of Client Services, Member Access Processing
*This session qualifies for a CPE Credit. Please see CPE drop down below.
12:45 - 1:45 p.m. PDTEducational Breakout Sessions

Your 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.
Brian Witt, Shareholder, Farleigh Wada Witt
Hal Scoggins, Shareholder, Farleigh Wada Witt
Kelley Hodney, Attorney, Farleigh Wada Witt
*This session qualifies for a CPE Credit. Please see CPE drop down below.

The Battle for Deposits
Despite global fintech investment increasing significantly, competition on the rise, and the challenge of conducting business in a turbulent rate market, credit unions must continue to increase membership. This session will look at propelling this growth with deposit strategies designed to help you thrive, regardless of the current economic environment.
Greg Wempe, CCO, Kasasa
*This session qualifies for a CPE Credit. Please see CPE drop down below.

Cyber-Hygiene: 5 Practices Every Credit Union Should Implement!
Cybersecurity is still listed as one of the top concerns of credit union leaders. But does your credit union understand the state of current cybersecurity threats in the Financial Services Industry, and are you prepared to take action when a threat occurs? This session will cover five practical security practices that have the greatest, proven impact on cybersecurity threats for credit unions, regardless of your size or structure. By adopting and prioritizing these practices, statistics show that 93% of all breaches will be avoided. In addition, they will also increase the ability to achieve and maintain regulatory compliance while driving significant operational efficiencies.
Scott Alldridge, CEO, IP services

2019 Emerging Leaders Program Showcase
2019 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.
DeeDee Myers, CEO, DDJ Myers Advancing Leadership Institute
Tim Tolliver, VP of Integrated Performance Systems, DDJ Myers Advancing Leadership Institute

Big Data Challenges: Separating the Signal from The Noise
With continuing and rapid advances in technology, and increasing troves of data, data analytics and the resulting insights are making a difference in how credit unions operate and compete for market share. Most organizations, however, are not structured to take full advantage of the increasing power of data. The push to accelerate progress can be overwhelming – where does an organization start, how does it store and manage data, and gain actionable insights from its data? This session will not only frame the landscape catalyzing the need for predictive data and analytics, but also discuss best practices and potential pitfalls, as well as provide actionable advice that will lead to strengthening the member experience.
Shahar Ziv, Senior Director of Global Corporate Strategy, PayPal
*This session qualifies for a CPE Credit. Please see CPE drop down below.
2:00 - 3:00 p.m. PDTEducational Breakout Sessions

Your Legal Update (repeat session)
Legal and compliance experts from Farleigh Wada Witt provide insight on current legal issues affecting the Credit Union Movement. Learn what’s happening on the legal front that can impact your organization.
Brian Witt, Shareholder, Farleigh Wada Witt
Hal Scoggins, Shareholder, Farleigh Wada Witt
Kelley Hodney, Attorney, Farleigh Wada Witt
*This session qualifies for a CPE Credit. Please see CPE drop down below.

CECL Update - Don't Let Your Guard Down
Yes, the deadline has been extended, but the need to begin your journey to CECL adoption is now! If you have not yet prepared, or have only recently begun, this session will offer some options and strategies to best manage the time you have remaining to comply. Regardless of your size or available resources, these strategies will help you prepare and smooth out the road to CECL.
Scott Blakeslee, CECL Product Director, Visible Equity
*This session qualifies for a CPE Credit. Please see CPE drop down below.

Recruiting Boards for Diversity of Experience
More and more credit union leaders, boards and consultants agree that credit union boards should reflect the make-up of their membership so they can truly represent the spectrum of services and member demographics appropriate to their credit union’s community. Varied experience in both business, and life as well, should become the new benchmark for the most effective boards. This session will also illustrate how waiting for candidates to come to you is not nearly enough, as recruitment needs to become an active process that also ensures board members are strong credit union advocates, and have the business and community connections that will support the best possible future.
Scott Butterfield, Your Credit Union Partner

Emerging Risks as You Grow
When risk management is effective, typically nothing bad happens. But, if you’re blindsided by a problem, your reputation can be damaged. Don’t let not knowing what’s around the corner take the blame. This session will introduce timely emerging risk and relevant loss trends associated with issues related to technology; fraud & scams; operations & security; employee-related losses; litigation; and compliance. In addition, you will be introduced to ways you can confidently safeguard your organization from these emerging risks.
Ken Otsuka, Sr. Consultant, Risk & Compliance Solutions Department, CUNA Mutual Group
*This session qualifies for a CPE Credit. Please see CPE drop down below.

Personalization and the Digital Member Experience
This session will examine the challenges credit unions face today as digital disruption takes hold. We will step you through a case study to look at the critical role of personalization in the modern digital member experience. Some of the key elements covered will be how to curate content from existing channels and sources across your organization to fuel personalization, as well as how to use existing member data to drive a personal experience for members based on personas, stage of life, product adoption, segmentation, and a range of other factors. We will also look at how to use personalization to create a frictionless Clicks to Bricks experience for members.
Paula Tompkins, CEO, ChannelNet
3:15 - 4:30 p.m. PDTGeneral Session
This session is sponsored in part by FIS Global.

How to Innovate in the Ever-Changing World of Technology
Technology permeates our lives and businesses every day, and innovation is often the key to survival in today’s competitive environment. In this heavily anticipated session, Byron Reese will offer perspective and valuable takeaways to help us innovate as forward thinkers. We'll explore how technology is empowering us toward a better world, all the way from our local communities to the far side of the globe. We can manage change and we can inspire innovation, while still meeting the immediate obligations and realities of operating a business.
Byron Reese, Entrepreneur, Award Winning Futurist, Technologist, Speaker and Author
4:30 - 5:30 p.m. PDTReception in the Strategic Link Trade Show
This reception is sponsored in part by Integrated Builders Group and Route 66 Extended Warranty.
6:30 - 7:45 p.m. PDTCredit Unions for Kids Silent Auction
*Separate ticket required, includes auction and dinner
8:00 - 9:30 p.m. PDTCredit Unions for Kids Dinner
*Separate ticket required, includes the auction and dinner
Thursday, October 17
7:30 - 8:15 a.m. PDTCUNA Management School Alumni & CUDE Networking Breakfast
*A separate ticket is required. Open to all current CUNA Management School students and alumni.
7:30 - 8:30 a.m. PDTSponsored Breakfast in the Trade Show Hall
This breakfast is sponsored in part by LSC and TransUnion.
8:30 - 9:00 a.m. PDTAnnual Business Meeting
9:00 - 10:00 a.m. PDTGeneral Session

The Inclusive Mindset – Short Circuiting Our Hardwiring
It’s time to break through to better. By definition, we are incapable of seeing our own blind spots as it relates to diversity, equity and inclusion. Not recognizing that we don't know what we don't know can be costly in any organization, and yet it's rare for us to pause long enough to check our own internal programming. Although these subconscious stories can act as barriers to our own optimal performance and happiness in work and in life, they can be rewired to start working for us and our organizations, serving to break through to a consciously lived, empowered, legend of a life.
Dr. Rebecca Heiss, Speaker, Biologist, Author
10:00 - 11:30 a.m. PDTStrategic Link Trade Show Networking Continues
10:45 - 11:30 a.m. PDTConcurrent Sponsored Impact Sessions

Best Practices and What Credit Unions Should Be Watching in Their Portfolios
Looking to boost the profitability of your payments portfolio? Join us to see just how much proven growth strategies and dedicated consulting resources can help.
Deb Wieczorek, Vice President, Portfolio Growth and Advisory, CO-OP Financial Services

Strategy Execution: Tactics, Tips & Technology
The weight of strategy execution rests solely on the CEO and it is a significant weight to carry! Strategic initiatives often get brushed aside for day-to-day demands. The plan’s clarity, purpose can decrease over time as can excitement levels for the initiatives. Successful execution is a legitimate challenge. But there are principles that help drive strategy execution. When these fundamentals are practiced and internalized by an organization, strategy execution takes on a positive life of its own. In this session, we’ll explore solutions to strategy execution challenges and implementation best practices.
Isaac Mallory, Director, Growth & Strategy, CU Solutions Group

Managing Operational Costs: The Pitfalls of Document Imaging Contracts
Learn the costly mistakes that are often made during contract negotiations for document imaging equipment (copiers and printers) and maintenance contracts to be better prepared for future negotiations.
Bo Higby, National VP of Corporate Accounts

Combating Overdraft/NSF Fee Lawsuits
Overdraft/NSF fee lawsuits have plagued the financial services industry for the last few years and often result in multimillion-dollar settlements. More than ever, credit unions are being targeted in these lawsuits, which could have a damaging impact to your reputation. Join Ken Otsuka, Senior Consultant for CUNA Mutual Group’s Risk & Compliance Solutions for a deep dive into what you can do to minimize your credit unions’ risk and serve your members.
Ken Otsuka, Sr. Consultant, Risk & Compliance Solutions Department, CUNA Mutual Group

Can You Hear Me Now?
This informative session will address the common challenges, best practices and process opportunities to optimize your contact center and the deliver best-in-class member service possible.
Sean Tyler, Managing Partner, Marathon Partners Consulting
11:30 a.m. - 12:30 p.m. PDTAdvocacy Lunch: MAXXimize Your Advocacy!
12:45 - 1:45 p.m. PDTEducational Breakout Sessions

Beta Space Bonanza
Many successful credit unions are leapfrogging the competition by focusing on improving member experience through emerging technologies. Let us help you stay up-to-date on all the solutions in the market. In this fast-paced show and tell session, you will hear from the key betaSpace industry innovators that are leading the way to evolving how we serve our members' needs.
Facilitator: Jason Smith, VP, Strategic Resources, NWCUA

2020 Vision: Digital Marketing in the Year Ahead
As your credit union makes plans and sets budgets for the coming year, where does digital marketing fall? If you’re looking for the most cost-effective channels to reach the most highly-targeted audience, it’s imperative you understand the digital and social media marketing opportunities available to you and the best practices for implementing them. From Facebook to your website, this session will explain how a strong digital strategy can level the playing field with competitors of all sizes - even national banks and brands.
Marne Franklin, CEO, uncommn Marketing Partners

From Financial Services to Financial Health: A Shift in How We Serve
Despite an overall healthy-looking economy, many Americans are struggling to pay bills, build asset wealth, and remain financially stable. Why should your credit union pay close attention? We will dive deep into research that reveals how informed financial attitudes and behaviors are driving a national conversation around the limits of financial education, and the opportunities to think differently about how we serve our members.
Sharee Adkins, Executive Director, NWCUF

Critical Information from Your Regulators - Session One
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.
Cherie Freed, Regional Director of NCUA’s Western Region
Amy Hunter, Director of Credit Unions, Washington State Department of Financial Institutions
Janet Powell, Credit Union Program Manager, Oregon Division of Financial Regulation
Richard Sherrick, Financial Institutions Supervisory Examiner for Credit Unions, Idaho Department of Finance
*This session qualifies for a CPE Credit. Please see CPE drop down below.

Serve Better with Segmentation
Examine how applying the concept of segmentation in a meaningful and supportive way can help to best serve the increasing ethnic diversity of our communities in the ever-growing northwest. The growing cultural complexity of our communities demands new strategic thinking, more meaningful inclusive action, and communication that reflects an evolving, deeper connection that will prove necessary for a sustainable future. This session will place a special emphasis on effective strategies to reach members of Hispanic communities, while also sharing concepts that apply broadly to understanding and meeting the needs of community groups across the Northwest.
Victor Corro, CEO, Coopera
*This session qualifies for a CPE Credit. Please see CPE drop down below.
2:00 - 3:00 p.m. PDTEducational Breakout Sessions

Launching “Open Your Eyes to a Credit Union” Campaign in the Northwest
Recent studies have found only 27% of non-members in the Northwest (in an unaided consideration question) name a credit union as an option for them when thinking about taking out a loan. Nationally, while 98% of consumers have heard of credit unions, 72% aren’t likely to consider one, with non-members saying they don’t know enough about a credit union to join one, they don’t believe they are eligible to join a credit union, and they don’t think they could access their money when away from home or outside of their local community. It’s time to bust these myths and use our collective voice to Open More Eyes to the Credit Unions! During this session, you’ll learn more about the Northwest’s launch and how you can get involved.
Danielle Sittu, SVP, Marketing & Communications, NWCUA
Colleen Shifflett, Digitial Media Strategist, CUNA

Collaborate with Employers to Build Member and Community Strength
You can provide safe, affordable loans that help hardworking employees avoid predatory rates and fees, establish or repair credit, and begin to save. Through the Employer-Sponsored Small-Dollar Loan (ESSDL) program, credit unions are successfully collaborating with employers to improve both individual and business outcomes in the community. Filene Research Institute demonstrates how easy it is to implement the program, that competition is minimal and often predatory, loss rates are very low, and credit unions deepen their roots in the community through their involvement in this simple, but significant program.
Ryan Foss, Senior Director of Incubation, Filene Research Institute

Ethics Inside the Gold Mine of Member Data
Serving our members isn't confined to the front lines. As financial services providers, let's look at how we can ensure we are protecting our members and being responsible with the massive amount of their data we have right at our fingertips.
Shahar Ziv, Senior Director of Global Corporate Strategy, PayPal

Critical Information from Your Regulators - Session Two
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.
Cherie Freed, Regional Director of NCUA’s Western Region
Amy Hunter, Director of Credit Unions, Washington State Department of Financial Institutions
Janet Powell, Credit Union Program Manager, Oregon Division of Financial Regulation
Richard Sherrick, Financial Institutions Supervisory Examiner for Credit Unions, Idaho Department of Finance
*This session qualifies for a CPE Credit. Please see CPE drop down below.

Creating a Leadership Path
We all know it takes time and effort to grow your career within the Credit Union Movement, but how do we know what steps to take? And how can we be sure we’re heading in the right direction? Presented from the perspective of three leaders, this session will help you understand how to outline your unique leadership path, define metrics and milestones, focus on action, and measure your true success.
DeeDee Myers, CEO, DDJ Myers Advancing Leadership Institute
Melissa Vigil, Senior VP and COO, Northwest Community Credit Union
3:15 - 4:45 p.m. PDTClosing General Session

The Best People in a Workplace with Purpose
How, and why, do we show up for work every day? What is really the key to recruiting and retaining the best talent that will lead our movement into the future? This powerful speaker will challenge you to see and understand how leading through inspiration and authentic connection holds the key to transform company culture into a meaningful legacy that everyone will want to be a part of, every day.
Ryan McCarty, Author, Internationally Renowned Speaker, Co-Founder of Culture of Good, Inc.
5:30 - 6:00 p.m. PDTMAXX Awards Reception
6:00 - 9:00 p.m. PDTMAXX Awards Dinner & Gala
*Separate ticket required.
Friday, October 18
9:00 a.m. - 12:30 p.m. PDTAdvocacy Subcommittee meeting
*Invitation Required

About the Presenters

Sharee Adkins
Executive Director, NWCUF

Sharee Adkins is the Executive Director of the Northwest Credit Union Foundation. In this role, she amplifies the impact credit unions have in our community by forging and leveraging partnerships to achieve ambitious goals in the Foundation’s priority areas of asset-building, economic empowerment, and cooperative development.

Adkins holds a bachelor’s degree in sociology from Boise State University and a master’s degree in organizational leadership from University of Idaho. Adkins joined the Northwest Credit Union Foundation after 12 years leading fundraising efforts and implementing large-scale initiatives at public and non-profit organizations in Idaho and Washington.

Scott 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.

Alldridge 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. 

Scott Blakeslee
Product Director, Visible Equity

Scott Blakeslee is the Product Director for Visible Equity’s Allowance for Expected Credit Loss (CECL) product. His background is in accounting and audit, having worked previously at Deloitte and the Public Company Accounting Oversight Board (PCAOB) in Washington, DC. Blakeslee enjoys traveling, spending time with his family, and is a bit of a history buff. He and his wife recently welcomed their first child, a baby girl, and they are completely smitten by her.

Scott ButterfieldScott Butterfield
Advisor, CUDE

Scott Butterfield, of Your Credit Union Partner, is a trusted advisor to the leaders of more than 170 credit unions located throughout the United States. A respected veteran of the CU Movement, he understands the challenges and opportunities facing credit unions today. Butterfield believes that credit unions matter, and that consumers and small businesses need credit unions now more than ever. He delivers more than up-to-date industry best practices, and his credit union experience is hands-on, working in credit union’s developing and managing successful loan portfolios, growth strategies, business development and community development plans.

Butterfield is a widely published and recognized credit union thought leader as well, being a monthly contributor for CUinsight.com, semi-annual contributor to CUNA’s Director Newsletter, CUNA’s Creditunions.com and other credit union trade publications. He collaborates and partners with credit union best practice service providers and advocates, including Experian, Northwest Credit Union Association, New Jersey Credit Union League, Inclusiv, and Mark H. Smith, Inc.

ChristineChristine Cashen
Motivational Speaker, Author 

For more than 20 years, Christine Cashen has jazzed an amazing variety of audiences throughout the United States, Canada, South Africa and Australia. She 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. She holds a Bachelors Degree in Communication and a Masters Degree in Adult Education and in 2016 recieved her doctorate degree from Central Michigan University. 

Cashen is a member of the National Speakers Association and is a Certified Speaking Professional (CSP). In 2014, she 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.

Her book, THE GOOD STUFF: Quips & Tips on Life, Love, Work and Happinesswas named motivational book of the year by the Next Generation Indie Book Awards. Her learning resources also include: The Fun Factor DVD, The Good Stuff CD Audio Book, and, Why Can’t Everybody Just Get Along CD. Her most recent published book, It’s YOUR Business: Good Stuff for Your Personal, Professional, and Funny Business, is out now.

VictorVictor Corro
CEO, Coopera

Víctor Miguel Corro is the CEO of Coopera, a marketing and analytics consulting firm that prepares organizations to serve underserved markets. Coopera’s core clients are credit unions. Corro advocates for and nurtures organizational change. He is a champion for relevancy in a demographically dynamic environment. 

Coopera focuses on allowing thoughtful understanding of the nuanced and multilayered US Hispanic market to formulate a growth and service strategy. Corro has over 25 years of experience working in international and cross-cultural environments in the private and non-profit sectors. He has developed and established relationships within the global financial industry through his work as an independent consultant and as senior executive at the World Council of Credit Unions. 

Corro is an avid traveler and photographer who has visited more than 90 countries. He is a first generation American who came to the United States from Panama to study at the University of Wisconsin on a Fulbright Scholarship. He has a BA in Economics and Latin American Studies, speaks English, Spanish and Portuguese, and lives in Wisconsin with his wife and two children.

D Dixon pic 2Dale Dixon 
Communications Consultant, Author, Media Personality

Dale Dixon helps leaders reveal their communication skills and talents. He has 29 years of broadcast news and media communication experience. Dixon has traveled extensively covering a variety of stories ranging from humanitarian efforts in Romania to refueling B1 Bombers over Canada en-route to Bosnia. He currently hosts two business leadership podcasts and serves as the Chief Innovation Officer for BBB Northwest and Pacific. Dixon is the award winning author of Sweating Bullets: A Story About Overcoming the Fear of Public Speaking and an Associated Press and Idaho Press Club award winner. He was also named an Idaho Business Review Accomplished Under 40 recipient, and designated as a Better Business Bureau Integrity Counts!

Ryan FossRyan Foss
Senior Director of Incubation, Filene Research Institute

As the Senior Director of Incubation, Ryan Foss is responsible for developing, planning and managing Filene’s innovation initiatives within the credit union system. His main priorities are managing the Incubator, a testing laboratory for consumer-friendly products and services, and leading Filene’s Incubation team.

Prior to Filene, Foss has worn many hats.  He has done community development in Kenya and Uganda as the Executive Director of an NGO, worked in fund development for an innovative youth mentoring program in Minnesota, and has been an Executive Chef after growing up in the restaurant business.  Most recently, Foss has been in the life insurance industry where his job was innovating around products and distribution strategies with partner organizations. 

He has a Bachelor of Arts Degree in Music, and an MBA from the Carlson School of Management at the University of Minnesota. Foss is currently on the board of directors for 180 Degrees, which supports individuals and families in overcoming barriers, transforming lives, and contributing to healthy, multicultural communities.

MarneMarne Franklin
CEO, uncommn Marketing Partners

For almost 20 years, Marne Franklin developed programming strategy, writing and creating promos and hosted air shifts for some of the most respected broadcast radio networks in the country. As the media and entertainment market has evolved, she has honed her skills in digital marketing, helping clients develop a comprehensive web presence plan.

At uncommn Marketing Partners, Franklin helps credit unions select the best digital channels to reach their target market. She and the uncommn team execute multi-channel marketing plans for social media, search and display ads, video, and email designed to generate website traffic, improve brand awareness, and grow loans and membership. The farm girl from North Dakota has lived around the country with stops in Missouri, Florida, and New York before settling in South Carolina in 2008.

Cherie Freed
Western Region Regional Director, NCUA

Cherie Freed is the Regional Director of NCUA’s Western Region, located in Tempe, Arizona. Prior to being selected as Regional Director in 2016, she 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. She holds a Bachelor of Science in accounting from Northwest Missouri State University.

Ashish Garg
CEO, Eltropy

Ashish Garg is the Co-founder and CEO of Eltropy. An MBA graduate from the Wharton School and an engineer by training from BITS Pilani, he spent his early career in high-tech, as a Product Manager working closely with customers from around the world. Garg saw, first-hand, the changes in customer buying behavior, and the challenges that these changes have brought to traditional marketing, sales and service techniques. That is when the idea of Eltropy was born. He founded Eltropy with the vision of simplifying the buying experience for customers, and the engagement experience for businesses. What started as an idea is now a revolution in the making, with customers around 23 countries leveraging Eltropy every day to make better buying decisions by leveraging the power of smartphones, text messaging and curated content.

Brian HamiltonBrian Hamilton
Vice President of Innovation & Insights, CU Direct

Brian Hamilton has 25 years of experience with financial institutions, contact centers, and fintech start-ups. He has managed all facets of consumer lending operations, and has led key initiatives in the development of groundbreaking on-line applications, remote delivery, custom scorecards, and loan origination systems. AT CU Direct, Hamilton leads research efforts on emerging trends and product innovation. Prior to his position with CU Direct, Brian was Vice President of Lending at several of the largest credit unions in the United States, Senior Vice President at Placer Sierra Bancshares, and Chief Credit Officer at BlueYield.

Happel PicDr. Stephen Happel 
Economist, Professor Emeritus at Arizona State University

Dr. Stephen Happel is a noted commentator on the U.S. economy and Professor Emeritus of Economics at the Arizona State University W.P. Carey School of Business. He received his Ph.D. in economics from Duke University. In addition to visiting appointments at North Carolina State University, the Australian National University, and the University of Waikato in New Zealand, Dr. Happel is founding director of the ASU School of Business Honors Program.

Happel’s research focuses on applied microeconomics and demographic issues, and he has written textbooks and over 100 articles in both professional journals and popular outlets, including the Wall Street Journal, the Cato Journal, the Christian Science Monitor, and the Arizona Republic. Happel was also a long-time instructor at the Pacific Coast Banking School. He currently speaks throughout the U.S. on Federal Reserve policy, current tax and spending proposals by White House and Congress, and demographic patterns to consider where the U.S. economy may go next.

Dr. Rebecca Heiss 
Speaker, Biologist, Author

Dr. Rebecca Heiss helps audiences break out of the ruts of their ancestral brain pathways and engage their conscious brains to take action to rewrite their beliefs. Her effective work applying biological sciences to solve practical problems has led her to a career as an international speaker. Heiss’ research was deemed “transformative in the field of physiology” by the National Science Foundation. Her high energy and humorous talks draw from a decade’s worth of expertise in human behavior, evolutionary psychology, and stress physiology.

Bo HigbyBo Higby
National VP of Corporate Accounts, NuQuo Group

Bo Higby has been the National VP of Corporate Accounts with The NuQuo Group for the last 2 years and has served as their primary liaison in working with the NWCUA for over a year. Bo has an extensive background in project management and deep inside knowledge into the Document Imaging Industry. He works with a variety of clients large and small on local, regional and national levels in the Non-Profit and Corporate business arenas.

Kelley Hodney
Attorney, Farleigh Wada Witt

Kelley Hodney 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, Hodney brings considerable experience and working knowledge in the areas of consumer and commercial law.  She represents clients on contractual matters, lending and deposit operations, and regulatory compliance issues.  Hodney monitors federal and state financial services regulatory changes and legislation that affects financial service providers, and provides updates for the firm’s Compliance Smart program.

Amy Hunter
Director of Credit Unions, Washington Department of Financial Institutions

Amy Hunter joined the Department of Financial Institutions as the Director of Credit Unions in November 2018. Prior to DFI, she was the Deputy Director for the Washington State Gambling Commission, a regulatory, licensing, and law enforcement agency. Hunter began her career at the Gambling Commission as a staff attorney and then promoted to Administrator, where she led the agency’s legal department, rulemaking, communications and media work. In addition, she worked on legislative issues for over 15 years.

Hunter grew up on a farm in Kansas. She has a B.S. in Sociology/Criminal Justice from Kansas State University, and earned her J.D. from the Seattle University School of Law, where she graduated cum laude.

Lisa Kagan
Storytelling Coach for Executives, Storyteller

Lisa Kagan teaches clients to craft stories that amplify their work, make data relatable, and compel listeners to action. Her modular workshops map the steps to grow a story spark into a fire by applying foundational concepts and live critiques. Kagan has been a communications consultant for government, higher education, research, and technology clients for over a decade. She is currently Director of Communications at Unify Consulting and specializes in C-Suite coaching. Kagan also shares tips about persuasive storytelling in the workplace on her blog.

M Kelly picDr. Mary Kelly
Economist, Best-Selling Author, International Speaker, Retired Naval Commander

Mary Kelly is an economist and best-selling author specializing in business and leadership development to improve efficiency and profits. A graduate of the US Naval Academy, Kelly spent 21 years on active duty, achieving the rank of Commander. She has trained over 40,000 military and civilian personnel all over the world. Kelly has been quoted by the Wall Street Journal, Money Magazine, Entrepreneur, Men’s Health, and other periodicals. Her fun and funny presentations are content-rich, enjoyable, and tailored to meet audience needs. Kelly is a college professor, author of award-winning leadership books, and international speaker.

2019 E Kimaro HeadshotEliaichi Kimaro
Filmmaker, Storyteller, Speaker

Eliaichi Kimaro is the founder of 9elephants productions, a company that uses film to bring stories of struggle, resistance and survival to a broader audience. She produced over 80 videos for local and national non-profits addressing social and economic justice issues. Kimaro is the Director of the Award-winning documentary A Lot Like You, and her 5-year festival/campus/conference lecture tour culminated in her 2016 TEDxSeattle talk, “Why the World Needs Your Story.”

As a self-taught artist and creative storyteller, she is constantly reinventing herself, learning whatever medium it takes to tell the story that is emerging. Across every medium, Kimaro finds beauty in the rusty, weathered and worn. She loves the stories that scars hold and feels compelled to take those stories of survival and turn them into something beautiful to behold.

Carol LoganCarol Logan
Director of Client Services, MAP

Carol Logan joined MAP in March of 2016, bringing 17 years of experience in the payment processing industry. Throughout her tenure with a leading payment processor, she held roles as Card Services Specialist, Trainer, Manager of Visa/MasterCard Customer Support, and Manager of Implementations. Logan’s primary role is the supervision of client services support to all MAP clients and her responsibilities include overseeing the resolution of outstanding items, managing client and vendor projects and issues, and maintaining Visa product and processing knowledge. She believes clients are best served by a knowledgeable support team in a collaborative environment and therefore strives for continual education of new and existing products and services in this ever-evolving industry.

Donna Losch
RHU, ChHC, SVP, Senior Consultant, Brown & Brown Insurance

Donna 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, she 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 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. Losch has made her home in the Tacoma/Pierce County area for most of her life and currently lives there with her family. She is committed to service and supports several non-profit organizations with her time and resources.

Justin Lutes
AAP, NCP, Vice President, Correspondent Services, Catalyst Corporate Federal Credit Union

Justin Lutes oversees Catalyst Corporate’s member services team, along with wire transfer, ACH, card services (ATM/debit) and vault cash operations.  Joining Catalyst Corporate in 1999, Lutes previously worked in internal audit and IT security, and was the Vice President of Operations Risk Management before transitioning into his current position. Prior to his arrival at Catalyst Corporate, he held positions in restaurant accounting and real estate accounting.

Lutes earned a master’s degree in business administration at Amberton University and a bachelor’s degree in business administration in accounting from Texas A&M University-Texarkana. He is a member of Catalyst Corporate’s Enterprise Risk Assessment Advisory Group and Operations Risk Management Committee, as well as the NACHA Risk Management Advisory Group and the Western Payments Alliance (WesPay) Compliance Council and Risk Management Council. Lutes is certified as an Accredited ACH Professional and a National Check Professional.

Isaac Mallory
Director of Growth & Strategy, CU Solutions

Isaac Mallory is the Director of Growth & Strategy at CU Solutions Group where he provides software and solutions to hundreds of credit unions. Mallory leads a team that helps credit unions improve their strategy execution and human capital through unique software and consulting solutions. He has instructed thousands of individuals in the areas of compensation, strategy execution and performance management. Mallory’s work allows him to interact with senior and executive credit union leadership across the country as well as many of the nation’s credit union leagues.   

Ryan McCarty
Author, Internationally Renowned Speaker, and Co-Founder of Culture of Good, Inc.

With more than 25 years of leadership experience in the non-profit and for-profit industry, Ryan McCarty has a meaningful passion for inspiring employees, customers, and clients, igniting positive change in the world, and impacting companies’ bottom lines. McCarty’s work is featured in People, Forbes, Huffington Post, Inc.com, and more. He currently teaches business leaders how to unleash results by encouraging their employees to bring their souls to work.

J. Mark McWattersJ. Mark McWatters
NCUA Board Member

J. Mark McWatters was nominated to the NCUA Board by former President Barack Obama on January 7, 2014 and took the oath of office as an NCUA Board Member on August 26, 2014. The NCUA undertook a number of initiatives during his tenure as Chairman, the most significant being the closure of the Temporary Corporate Credit Union Stabilization Fund prior to its scheduled expiration in 2021 and the transfer of its assets to the National Credit Union Share Insurance Fund. This action resulted in nearly $900 million in Share Insurance Fund dividends to eligible federally insured credit unions.

As NCUA Board Chairman, McWatters led efforts to provide greater transparency and accountability to credit union members during voluntary mergers, improve the appeals process for agency supervisory and program decisions, and implement the greater use of offsite examination and supervision. He also led the agency’s first large-scale restructuring initiative in more than a decade to meet the future demands of the credit union system and financial services landscape.

McWatters has advocated for additional legislative and regulatory changes that would expand how credit unions define their fields of membership. This includes allowing credit unions to serve communities that exist online to better reflect today’s society and to add underserved areas to their fields of membership to expand access to affordable financial services for the unserved and underserved, and those of modest means.

DeeDeeDeeDee Myers
Ph.D, MSC, PCC, Chief Executive Officer DDJ Myers Advancing Leadership Institute

Deedee is known for being a thought and practice leader in the field  of transformative change and organizational evolution for people and  organizations.  Her work with boards, executive teams, and staff  inspire organizations to adopt evolutionary yet pragmatic  communication and behavioral practices that add sustainable and  intrinsic value.  Deedee is widely known for evolutionary strategic  planning, deep-seated succession planning from the emerging  leader through the board level, generative board practices, and  advancing leadership presence and execution so that individuals,  teams, and organizations can access untapped potential. She  contributes to advancing leadership through frequent speaking engagements, articles, and blogs.

Deedee has a master’s degree in organizational development, a Ph.D. in human development, a  master’s level in somatic coaching, and a PCC in coaching from the International Coaching Federation.

KenKen Otsuka
Sr. Consultant, Risk & Compliance Solutions Department, CUNA Mutual Group

Ken Otsuka is a Senior Consultant in the Risk & Compliance Solutions Department at CUNA Mutual Group. In this role, he assists credit unions in identifying areas of risk associated with various payment services offered to members and recommends appropriate loss controls to mitigate risk.Otsuka is also responsible for researching and analyzing emerging risks for product development, along with developing resource and other training material for credit unions.  He is frequently asked to speak by various organizations on a variety of fraud and compliance topics.

Based in Chicago, Illinois, Otsuka joined Risk Management in 1990 after spending eight years as an auditor at another insurance company. A graduate of Northern Illinois University, he earned a Bachelor’s Degree in accounting, and received a Certified Public Accountant (CPA) designation in 1982.

Photo of Janet PowellJanet M. Powell
Credit Union Program Manager, Oregon 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.  Powell has worked as a financial examiner and a review examiner in the credit union and bank and trust programs.

Oregon has 21 state-chartered credit unions, with assets totaling $18 billion.  Additionally, seven state-chartered credit unions from Washington and Idaho have locations in Oregon. Previously, Powell worked for St. Mary’s Academy in Portland, Oregon as the development director for one year and worked for The Oregon Bank in a number of capacities for nearly 25 years.  She has management, lending, operations, business development, and special project experience; she was a bank officer for 16 years.

A member of the Board of the National Association of State Credit Union Supervisors (NASCUS), she is also certified by NASCUS as a state credit union examination supervisor and by the Conference of State Bank Supervisors (CSBS) as an examiner-in-charge. Powell attended Marylhurst College and has received various banking and regulator training.  She was born in Bend, Oregon and grew up in The Dalles, Oregon.

Byron Reese
Entrepreneur, Award Winning Futurist, Technologist, Speaker, and Author

Byron Reese is the publisher of the tech news site Gigaom, the founder of several high-tech companies, and a highly sought-after professional technology speaker. He has obtained or has pending numerous patents in disciplines as varied as crowdsourcing, content creation, and psychographics. The websites Reese has launched have together received over a billion visitors. He is the author of several acclaimed books and has served on both public and private boards of directors, and founded several non-profit organizations.

Picture of Hal ScogginsHal 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 has special expertise 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, governance issues and regulatory and examination issues. 
Scoggins serves on the Oregon Lawyers Against Hunger Board and spearheads his firm’s annual food drive. He is vice-chair of the American Bar Association’s Credit Unions Committee and a member of its Consumer Financial Services Committee.

SherrickRichard Sherrick
Financial Institutions Supervisory Examiner for Credit Unions, Idaho Department of Finance

Rick Sherrick is the Supervisory Examiner for the Financial Institutions Bureau Credit Union Section.   He has been a Senior Commissioned Examiner for the Bureau since April, 2011.   Sherrick has worked for the Department of Finance since October 2003, first as a bank examiner for five years and then on the Credit Union Section for the remaining ten.   Prior to working for the Department he has worked in a number of different banking, accounting, and managerial positions, in both Idaho and the Washington D.C. metropolitan area. Sherrick is a graduate from the University of Maryland in 1987, holding a BA with a double major in accounting and finance.

ColleenColleen Shifflett
Awareness Social and Digital Media Strategist, Credit Union National Association

Colleen Shifflett joined the CUNA Awareness team in 2019 as the Social and Digital Media Strategist. Passionate about all things digital, she holds a Master’s Degree in Information Technology from Florida State University and has managed social media accounts, web content, and digital strategy for several government and private-sector organizations. A U.S. Navy Veteran, Shifflett has served in public affairs and communications roles throughout the Eastern United States, Hawaii, and Southeast Asia.

headshot_danielleDanielle Sittu
SVP, Marketing and Communications, NWCUA

Danielle Sittu is Vice President of Communications and Marketing for the Northwest Credit Union Association. Sittu leads a high-performing team that develops and implements communications and marketing collateral designed to support, promote, and inspire the members the Association serves.

Sittu brings significant experience in corporate communications, marketing, business development, and sales to her role at the NWCUA. Prior to joining the NWCUA, Sittu led AAA Arizona’s content marketing and creative services team in revitalizing the organization’s marcom strategy and in publishing Highroads, the award-winning print and online member magazine. Sittu’s previous leadership roles include spearheading executive communications, strategic messaging, and issues management for Arizona Public Service, and managing internal and external corporate communications for Phelps Dodge. Sittu earned a B.A. in journalism, with an emphasis in public relations, from Arizona State University. She also has earned certification as an Accredited Business Communicator from the International Association of Business Communicators.

Picture of Troy StangTroy Stang
President and CEO, NWCUA

Troy Stang serves as the President and CEO of the Northwest Credit Union Association. The Association represents more than 175 credit unions in Idaho, Oregon, and Washington, and their 7.3 million consumer members. Under his leadership, the Association continuously strives to position credit unions as the most relevant financial institutions of choice in the marketplace by ensuring the legislative, regulatory, and political environments embrace the most progressive policy environments possible.

Stang recently was elected Vice Chair of the Credit Union National Association’s Board of Directors. In that role, he also serves as Chairman of CUNA’s Advocacy Committee. Stang has served on CUNA’s Board of Directors since 2013, most recently holding the positions of Secretary and Treasurer.

picture of tim tolliverTim Tolliver
SISC, VP Integrated Performance Systems DDJ Myers Advancing Leadership Institute

As a performance coach, trainer, and facilitator Tim is an engaging and dynamic presence committed to developing high-capacity teams and individuals. His unique approach to leadership is informed by his experience in competitive athletics, current advances in neuropsychology and over 30 years of training and teaching traditional Japanese martial arts.

 In addition to teaching in the Emerging Leaders Program (ELP) and leading the “C” Yourself executive leadership program, Tim works with executives and their teams in the fields of finance, law, healthcare, and business.

Paula TompkinsPaula Tompkins
CEO, ChannelNet

In her role as CEO of ChannelNet, Paula Tompkins is always innovating and is early to spot and solve for growing trends in digitalization and personalization. This led to the invention of OneClick Loyalty and OneClick Financial – both comprehensive SaaS platforms to help automotive dealerships, retail banks and credit unions digitally interact with their customers in a meaningful and memorable way.

Her technology-based sales, marketing and service company works in the finance, automotive and home improvement industries. Some of Tompkins’ customers are BMW, Hyundai, Ally Financial, RouteOne, Toyota, Harley-Davidson, and Ford Motor Company, just to name a few.  She has been featured in numerous online and print publications and has also been the focus of articles in a number of international periodicals.

Tompkins holds a Bachelor’s in Business Administration from Marshall University and is a member of the 2015 class of the university’s College of Business Hall of Fame. In 2014, Marshall University’s Yeager Leadership Institute presented her with the second annual William E. Willis Leadership Award for her exemplary leadership in three areas: learning, guidance and honor. She actively works to promote the Marshall University’s programs and served on its foundation board of directors for twelve years. 

Sean Tyler
Founding Partner, Marathon Partners

Sean Tyler is the Founding Partner of Marathon Partners Consulting and has more than 25 years of experience in operational improvement consulting. His broad knowledge of organizational re-design, performance management, software development, change management and business adoption to drive long term sustainable results extends across several verticals including financial services, insurance, telecom and technology industries.

Greg Wempe
Chief Client Officer, Kasasa

Greg Wempe is Chief Client Officer at Kasasa, an innovative leader in branded, community-powered banking products proven to drive profit and growth. He advises more than 800 client financial institutions in selecting the most profitable product set, platform, and strategy. Wempe takes a data driven approach to consulting. His team pores over analytics for hundreds of the company’s clients, identifying patterns and key components for success. The result is a vast library of customizable tactics and strategies capable of meeting, and exceeding, any community financial institution’s goals. He also believes in delivering service with a personal touch. Under Wempe’s leadership, Client Directors have more than doubled their face-to-face time with the community financial institutions they serve.

Wempe joined Kasasa in 2006 as Vice President of Consulting. He built the training and analytics divisions, established the company’s consulting procedures, and created a channel between client feedback and product development. In 2007, he was named Vice President and Senior Executive Consultant. When Wempe joined National Instruments in 2002, he became the youngest product manager in the company’s history. A year later, Wempe gained ownership of the MatrixX software, where he exceeded the product’s yearly sales expectation by 30% and achieved 30% year-over-year sales growth for the next three years. He holds a BE from Vanderbilt University in Biomedical Engineering and Electrical/Computer Engineering.

DebDeb Wieczorek
VP, Strategic Advisory and Portfolio Growth, CO-OP Financial Services

Deb Wieczorek leads the SmartGrowth team of advisors and offers over 35 years of financial services experience. For the majority of her career she served as VP of Relationship Management/Sales with Elan Financial Services and MasterCard, where she was responsible for client satisfaction, selling and consulting on products and services, and strategies to help position financial institutions with credit and debit card portfolios and brand expansions for growth. Some of the clients Wieczorek has had direct responsibility for are Northern Trust, Comerica, Umpqua Bank, Associated Bank (Wisconsin) Wells Fargo (Consumer Card Division), First National Bank of Omaha and Capital City Bank.

In addition, she offers expertise in employee development, setting strategic plans to ensure growth and P&L management. Wieczorek also spent time at First Data creating a team of individuals that would become an extension for one of the world’s largest financial institutions, HSBC NA. In this role, she also created a new revenue channel for First Data. She has spent time in all spaces within the payments’ ecosystem: acquiring, issuing, network and processor.

Brian Witt
Shareholder, Farleigh Wada Witt

Farleigh Wada Witt is a full-service financial services law firm serving credit union clients in the Pacific Northwest and nationwide in all aspects of financial services.

For over 30 years, Brian Witt has represented credit unions in the areas of with corporate, merger and CUSO matters; regulatory compliance; operations; and executive compensation matters. Witt was selected by his peers for inclusion inThe Best Lawyers in America 2016-2019 for Financial Services Regulation Law.

ShaharShahar Ziv
Senior Director of Global Corporate Strategy at PayPal

In his current role as the Senior Director of Global Corporate Strategy at PayPal, Shahar Ziv leverages his 15 years of experience at the intersection of financial services, payments, and technology to shape the company’s vision of democratizing financial services.  He is a firm believer that technology can empower people with better financial products at lower costs to make lives easier and more convenient.

Prior to PayPal, Ziv worked in strategy and business development roles at American Express and as a management consultant at Accenture. He 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 students improve their financial literacy.

Ziv has been invited to share his thought leadership at various events, including the CUNA yearly roundtable, MD|DC CUA Tech Summit, the U.S. Conference of Mayors, the Consortium on Financing Higher Education’s (COFHE) annual retreat, and Paythink’s annual Payment Conference. He often speaks at strategic planning offsites where his engagements are designed to help executives and board members demystify the driving forces in payments and provoke innovative thinking on how to reframe them as opportunities instead of threats. As a contributing writer for Forbes, Ziv regularly shares financial advice with thousands of readers.

Masquerade Ball: An Auction Benefitting Credit Unions for Kids

SOLD OUT!

If you wish to have your name added to a waitlist, please contact Holly Miller.

This year’s dinner and auction to benefit Credit Unions for Kids will take place on Wednesday, October 16, from 6:30 p.m. – 9:30 p.m., at the Davenport Grand Hotel, during the NWCUA MAXX Convention in Spokane. The entire credit union community comes together as we raise thousands of dollars for our eight Children’s Miracle Network Hospitals. Break out your Masquerade finery, have fun, find some terrific auction items, and outbid your friends!

If you have any questions about the event, please contact NWCUA’s Programming Director, Holly Miller via email or 800.995.9064 x 220.

Donation Opportunities

We would love to accept your donation of a silent auction basket. 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:

Grand Masked Ball Sponsor • $20,000 • Exclusive

Benefits of this sponsorship include:

  • Recognition in pre-event marketing as the Grand Masked Ball Sponsor
  • Recognition in scrolling PowerPoint presentation during event
  • Logo recognition on the front page of the program
  • Stand-alone signage at Registration Desk
  • Recognition from stage 3 times during the event by Emcee

Click here for a link to a contract that you may download, fill out, sign, and return to Holly Miller.

Venetian Masquerade Sponsor • $10,000 • Limited

Thank you CUNA Mutual Group for sponsoring our 2019 Venetian Masquerade!

Benefits of this sponsorship include:

  • Table for 10
  • Dinner and drink tickets for 10 guests
  • Two bottles of wine
  • Premier table placement
  • Recognition in pre-event marketing
  • Recognition in scrolling PowerPoint during event
  • Recognition in the program
  • Recognition on signage at the registration desk
  • Recognition from the stage twice during the event by the Emcee

Click here for a link to a contract that you may download, fill out, sign, and return to Holly Miller.

Miracle Family Sponsor – $7,500 • Exclusive • SOLD!

Thank you to STCU for sponsoring our 2019 Miracle Family!

Benefits of this sponsorship include:

  • Recognition on a scrolling PowerPoint during the event
  • Recognition in the program
  • Recognition from the stage once during the event by the Emcee
  • Opportunity to host Miracle Family at auction dinner

Click here for a link to a contract that you may download, fill out, sign, and return to Holly Miller.

New Orleans Masquerade Sponsor • $5,500 • Unlimited

Thank you Advantis CU, BECU, HAPO CU, Idaho Central, iQ CU, OnPoint Community CU, Rivermark Community CU,  TwinStar CU and Unitus Community CU for sponsoring our 2019 New Orleans Masquerade!

Benefits of this sponsorship include:

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

Click here for a link to a contract that you may download, fill out, sign, and return to Holly Miller.

Signature Cocktail “Dark and Stormy” Sponsor • $5000 • SOLD!

Thank you to First Tech FCU for supporting at this level!

Benefits of this sponsorship include:

  • Table for 10
  • Recognition on a scrolling PowerPoint during the event
  • Recognition in the program
  • Recognition on signage near the bar

Click here for a link to a contract that you may download,  fill out, sign, and return to Holly Miller.

Rio Masquerade Sponsor • $3,500 • Unlimited

Thank you Catalyst Corp FCU, Kitsap CU, Pioneer FCU, Salal CU, and Verity CU for sponsoring our 2019 Rio Masquerade!

Benefits of this sponsorship include:

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

Click here for a link to a contract that you may download, fill out, sign, and return to Holly Miller.

Vanderbilt Masquerade Sponsor • $2,250 • Unlimited

Thank you CU Direct, Kasasa, and SMARTCAP, Inc.  for sponsoring our 2019 Vanderbilt Masquerade!

Benefits of this sponsorship include:

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

Click here for a link to a contract that you may download, fill out, sign, and return to Holly Miller.

Gift Card Board Sponsor • $1,750 • SOLD!

Thank you Pioneer FCU for sponsoring our 2019 Gift Card Board!

Benefits of this sponsorship include:

  • Recognition in the program
  • Recognition on the gift card board

Click here for a link to a contract that you may download,  fill out, sign, and return to Holly Miller.

Dessert Dash Sponsor • $1000 • Exclusive • SOLD!

Thank you CapEd CU  for sponsoring our 2019 Dessert Dash!

Benefits of this sponsorship include:

  • Recognition in the program
  • Recognition on the signage at the Dessert Table
Bal Masque Sponsor • $1,000 • Unlimited

Thank you to Albers & Company, CapEd CU, Central Willamette CU, FHLB Des Moines, Friends of Credit Unions, Intrinium, Northwest Christian CU, Pacific NW FCU, Red Canoe CU, SELCO Community CU, Simplot Employees CU, Sound CU, Trailhead CU, Southwest Chapter of Idaho, and Trellance for sponsoring our 2019 Bal Masque!

Benefits of this sponsorship include:

  • One Vinyl “Bal Masque” Decal With Your Credit Union’s Name Prominently Displayed in the Event Space for All to See.

Click here for a link to a contract that you may download, fill out, sign, and return to Holly Miller.

Little Red Car Sponsors • $1,500 • SOLD!

Benefits of this sponsorship include:

  • Acknowledgement in program and on scrolling PowerPoint
  • Invitation to attend the check and car presentation at the Hospital.

Click here for a link to a contract that you may download, fill out, sign, and return to Holly Miller.

Cars will be donated to:
  • Asante Rogue Regional Medical Center, Medford, OR •SOLD•
    • Thank you, Pacific Crest FCU!
  • 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!
  • Yakima Valley Memorial Hospital, Yakima, WA •SOLD•
    • Thank you, Solarity CU!
Thank you to this year’s generous sponsors:

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

Co-Op

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

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

Chantelle Castle, Lighthouse Community CU
Jennifer Clark, PrimeSource CU 
Heidi Wesley-Cleveland, Verity CU 
Cyrstal Contreras, HAPO CU 
Amy Ellis, Simplot Employees CU 
Laura Fenter, Numerica CU 
Kaycie Holland, Alaska USA FCU 
Alex Johnson, Sound CU 
Trudi Mayes, CapEd CU 
Annette Pixley, InRoads CU 
David Sanders, Rogue CU 
Jeremy Sankwich, TAPCO CU
 

MAXX Awards Dinner and Gala

Break out your semi-formal attire and join us for the “night of nights” in the Northwest Credit Union Movement on Thursday, October 17. 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

Our Hotel Room Block is now sold out.  To make your hotel reservations directly with the Davenport, please click the link below: 
Event Location: 

Spokane Convention Center 
334 W Spokane Falls Boulevard  
Spokane, WA 99201 

Hotel Information: 

The Davenport Grand, Autograph Collection
333 West Spokane Falls Blvd,  
Spokane, WA 99201 
509.455.8888
Make your reservation here. 

If you experience any issues with reserving your room within the designated block, please contact Rachel Brendle at [email protected].

Airfare and Car Rental Discounts: 

We have negotiated airfare and car rental discounts for MAXX. More information about those discounts may be found by on our Travel Discounts page. 

About our Exhibitors

Our 2019 Strategic Link Trade Show features exhibitors focused on bringing Economic ValueIndustry Expertise, and Emerging Technology to your credit union.  We, here at your Association, are proud to connect you to these solutions.  Below is a list of current exhibitors. Don’t see what you’re looking for? Email Jason Smith for more information. Your Strategic Link Team is looking forward to seeing you in Spokane!   

Booth NumberExhibitor
Booths #1 and #2Cook Security Group
Booth #3Rivial Data Security
Booth #4Crescent Mortgage
Booth #5John M. Floyd & Associates
Booth #6Servion Mortgage
Booth #7Velocity Solutions, LLC
Booth #8Eide Bailly LLP
Booth #9Arthur J. Gallagher & Co.
Booth #10Allied Solutions, LLC
Booth #11Western CUNA Management School
Booth #12myCUmortgage
Booth #13Financial Supermarkets, Inc.
Booth #14Travelers Insurance Company
Booth #15MeridianLInk, Inc.
Booth #16Moss Adams, LLP
Booth #17Top Flite Financial, Inc.
Booth #18Technology Unlimited, Inc.
Booth #19NuQuo Group
Booth #20Kohl Analytics Group
Booth #21See's Candies
Booth #22FTSI
Booth #23Adapt Telephony Services/Avtex
Booth #24CoNetrix
Booth #25CO-OP Financial Services
Booth #26CU Solutions Group
Booths #27 and #28Tyfone
Booth #29Clifton Larson Allen, LLP
Booth #30SHAZAM
Booth #31Marquis
Booth #32State National Companies
Booth #33CU NorthWest
Booth #34O'Rourke & Associates
Booth #35ESP, Inc.
Booth #36The Rochdale Paragon Group
Booth #37Sharetec Systems, Inc.
Booth #38Q2
Booth #39VISA DPS
Booth #40CBI
Booth #41CU Direct Corporation (CUDL)
Booth #42Kaye-Smith
Booth #43Visible Equity
Booth #44Catalyst Corporate FCU
Booth #45MVi - Millenial Vision, Inc.
Booth #46Intrinium, Inc.
Booth #47Pure IT CUSO
Booth #48Northwest Bank Technology
Booth #49IP Services
Booth #50OM Financial Group
Booth #51NewGround
Booth #52Enterprise Car Sales
Booth #53EllieMae
Booth #54Harland Clarke
Booth #55Jack Henry & Associates
Booth #56Momentum
Booth #57CU Service Network
Booths #58 and #59CUNA Mutual Group
Booth #60Member Access Processing (MAP)
Booth #61Daren B. Tanner, P.C.
Booth #62Northwest Financial Employee Benefit Trust
Booth #63SmartStep Solutions
Booth #64HABERFELD
Booth #65Digital Onboarding, Inc.
Booths #66 and #67Integrated Builders Group
Booth #68Strategic Resource Management
Booth #69Professional Credit
Booth #70Diamond Communication Solutions
Booth #71Pulse EFT Association
Booth #72GreenPath, Inc.
Booth #73Appraisal Firewall
Booth #74Business Compensation Consulting
Booth #75L. Keeley Construction Co.
Booths #76 and #77American Share Insurance/Excess Share Insurance
Booth #78LSC
Booth #79Vining Sparks
Booth #81TSI - Reconveyance Services
Booth #82IWS Intercontinental Warranty Services, Inc.
Booth #83Gravity Payments
Booth #84Fiserv
Booth #85Repo Remarketing
Booth #86Federal Home Loan Bank of Des Moines
Booth #87Cummins-Allison Corp
Booth #88Kasasa
Booth #89Ondot
Booth #90The Sheeter Group
Booth #91MagTek Inc.
Booth #92Alkami Technology
Booth #93Prime Alliance Real Estate Services
Booth #94FIS Global
Booth #95Auto Financial Group
Booth #96Office Depot, Inc.
Booth #97SWBC
Booth #98Metro Presort
Booth #99CU Dealer Direct
Booth #100The Master's Touch
Booth #101Trellance
Booth #102DefenseStorm
Booth #103Marathon Partners Consulting
Booth #104PSCU
Booth #105The Element Group
Booth #106IMN
Booth #107REDHAWK Network Security
Booth #108DDI Technology
Booth #109Q-Cash Financial
Booth #110UBS Financial Services Inc.
Booth #111TruEdge
Booth #112Left Coast FS
Booth #113Dealertrack, Inc.
Booth #114Check Point
Booth #115TransUnion, LLC
Booth #116Hauser Jones & Sas, PLLC
Booth #117Baldwin Sign Company
Booth #118Branding Merchandise
Booth #119Triad Financial Services Inc
Booth #120Credit Union Student Choice
betaSpaceNarmi Inc.
betaSpaceSein Analytics, LLC
betaSpaceEltropy
betaSpaceVetter
betaSpaceFlybits
betaSpaceCU RateReset
betaSpaceDoubleCheck!
betaSpacePOPio mobile Video Cloud
betaSpaceCozera
betaSpaceIlluma Labs
betaSpaceNeener Analytics
betaSpaceFortress Identity
betaSpaceGlia Technology

Pricing Information

Registration OptionPricing Information
"The MAXX": Full Convention Registration
Includes all educational sessions, exhibit hall access, and select meals.
Early Price: $599, Until Feb. 15
Small CU Early Bird Price: $499, Until Feb. 15
Regular Price: $749, Feb. 16 - Sept. 15
Small CU Regular Price: $529, Feb. 16 - Sept. 15
Late Price: $899, After Sept. 15
Small CU Late Price: $559, After Sept. 15
"Mini MAXX": One Day Registration
Includes single-day educational session, single-day exhibit hall access, and select meals.
Early Price: $359, Until Feb. 15
Small CU Early Bird Price: $259 until Sept. 15
Regular Price: $409, Feb. 16 - Sept. 15
Small CU Price: $189 until Sept. 15
Late Price: $489, After Sept. 15
MAXX Awards Dinner & Gala
If purchasing a full Convention registration.
Early Price: $39, Until Feb. 15
Regular Price: $49, Feb. 16 - Sept. 15
Late Price: $59, After Sept. 15
MAXX Awards Dinner & Gala
With one-day registration or à la carte.
Early Price: $79, Until Feb. 15
Regular Price: $99, Feb. 16 - 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: $259, Until Feb. 15
Regular Price: $279, Feb. 16 - 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: $229, Until Feb. 15
Regular Price: $239, Feb. 16 - Sept. 15
Late Price: $219, After Sept. 15
Guest Awards Dinner à la carteEarly Price: $30, Until Feb. 15
Regular Price: $40, Feb. 16 - Sept. 15
Late Price: $119, After Sept. 15
Credit Unions for Kids Auction "Gilded Gold" 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 Feb. 15
Regular Price: $2,250, Feb. 16 - Sept. 15
Late Price: $2,250, After Sept. 15
Credit Unions for Kids Auction "Silver Sparkle" Table Sponsor
Includes dinner and drink tickets for 10, two bottles of wine, and name recognition in the program.
Early Price: $1,750, Until Feb. 15
Regular Price: $1,750, Feb. 16 - Sept. 15
Late Price: $1,750, After Sept. 15
Credit Unions for Kids Auction "Sweet Serenade" Tickets for Two - Open Seating
Includes dinner and drink tickets for two.
Early Price: $250, Until Feb. 15
Regular Price: $250, Feb. 16 - Sept. 15
Late Price: $250, After Sept. 15
Credit Unions for Kids Auction "Enchanted" Single Ticket - Open Seating
Includes dinner and drink tickets for one.
Early Price: $125, Until Feb. 15
Regular Price: $125, Feb. 16 - Sept. 15
Late Price: $125, After Sept. 15
Northwest Credit Union Foundation Donor Appreciation Breakfast
Wednesday, October 16
Early Price: $20, Until Feb. 15
Regular Price: $20, Feb. 16 - Sept. 15
Late Price: $20, After Sept. 15
CUNA Management School and Credit Union Development Educator Breakfast
Thursday, October 17
Early Price: $69, Until Feb. 15
Regular Price: $89, Feb. 16 - Sept. 15
Late Price: $89, After Sept. 15

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 sessions:
2019 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.

Emerging Risks as You Grow

When risk management is effective, typically nothing bad happens. But, if you’re blindsided by a problem, your reputation takes the hit. Don’t let not knowing what’s around the corner take the blame. This session will introduce timely emerging risk and relevant loss trends associated with issues related to technology; fraud & scams; operations & security; employee-related losses; litigation; and compliance. In addition, you will be introduced to ways you can confidently safeguard your organization from these emerging risks.

After this session you will:

  • Understand the current business landscape as it pertains to risk management for financial service providers
  • Understand timely emerging risk and relevant loss trends associated with a variety of issues, in order to assist in decision making and planning 
  • Take away methods to safeguard your credit union against emerging risks, regardless of your asset size

CPE Credit Offered: One
Field of Study: Management Services – 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.

Serve Better with Segmentation

Examine how applying the concept of segmentation in a meaningful and supportive way can help to best serve the increasing ethnic diversity of our communities in the ever-growing northwest. There are strategic, respectful and supportive ways to better analyze and understand the true nature and needs of today’s member. The growing cultural complexity of our communities demands new strategic thinking, more meaningful inclusive action, and communication that reflects an evolving, deeper connection that will prove necessary for a sustainable future.

  After this session you will:

  • Understand the HR importance of how meaningful member segmentation supports diversity, equity, inclusion, and fair representation within your credit union
  • Have a model of meaningful segmentation that can be applied to more fully serve their community needs
  • Understand how to begin to integrate this new service model into existing operational structures and apply it to varying member demographic bases

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

The Battle for Deposits

With global fintech investment increasing significantly and rates also rising, there is mounting pressure for credit unions to win back market share and drive core deposits. This session will look at driving this growth and retooling your strategy to thrive in the new state of rates.

After this session you will:

  • Understand how to design the right product offering, training, and tools for your front line
  • Take away winning marketing strategies, considerations, and consumer-proven engagement tactics that are compliant as well as effective
  • Know how to “case study” your own institution to ensure all operational integrity and member service levels are maintained through deposit related growth.

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

CECL Update – Don’t Let Your Guard Down

Yes, the deadline has been extended, but the need to begin your journey to CECL adoption is now! If you have not yet prepared, or have only recently begun, this session will offer some options and strategies to best manage the time you have remaining to comply. Regardless of your size or available resources, these strategies will help you prepare and smooth out the road to CECL.

After this session you will:

  • Understand the Current Accepted Credit Loss (CECL) compliance requirement, time frames and context
  • Be familiar with the common challenges of implementation within the time remaining to complete transition
  • Be able to anticipate and plan for the key impacts of implementation

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

Payment Trends

Dive into the current payments landscape, including trends, real-time payments and fraud. Examine how artificial intelligence, P2P options, mobile wallets, and browser payment security issues are impacting financial service providers. Credit union leaders need to make key decisions based on the continually shifting payments industry, all while making sure members are served and disruption to business operations are minimal.

After this session you will:

  • Understand the current and future payments landscape, focusing on the significant trends, as well as the business and legal forces at work there
  • Have a way to engage additional resources you may need to accommodate the more significant trends
  • Be able to more strategically plan for the affects these trends will have on staff, operations and financials.

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

Benefit Trends – 2020 and Beyond

Employee Benefit trends have moved at more of a glacial pace over the past decade, but things are starting to heat up.  Join Donna Losch as she shares the trends we are seeing now and the predictions for those that we may start seeing take shape in 2020 and beyond.

After this session you will:

  • Understand the current and future benefits landscape, as well as the business and legal forces at work there
  • Have a way to engage additional resources you may need to accommodate the more significant trends
  • As a HR manager, be able to more strategically plan for the affects these trends will have on staff, operations and financials

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

Preparing for the 8 Digit BIN Migration

A fundamental change to the way financial institutions, processors and host vendors manage their card portfolios is coming very soon. Due to significant shifts in the payments environment, all card issuers must begin the process of migrating from away from the familiar 6-digit BIN format to a new 8-digit BIN format. This requirement impacts allcard brands, to include Visa, MasterCard, American Express, and Discover.

After this session you will:

  • Understand why the need to migrate is necessary, based on the BIN based system
  • Be familiar with the most common operational and IT-related impacts associated with this required change
  • Have a practical approach to ensuring the operational and financial integrity of your credit union is maintained 

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

Big Data Challenges

In this digitalized world, we generate a huge amount of data every minute. Storing, managing, and analyzing this big data has its unique challenges. This session will address some of these common issues, such as not enough trained staff, storage and quality, and the uncertainty of data management landscape.

After this session you will:

  • Understand the operational and technical issues associated with managing big data    
  • Be aware of the legal and compliance issues related to managing big data
  • Be armed with a strategy to approach shifting to external storage and working with third party data management organizations

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

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 professional development scholarships awarding up to $1,000 per year for selected applicants. Learn more on the NWCUF website.

Cancellation & Refund Policy

Registration fees are non-refundable after September 16, 2019. Substitutions will only be accepted by notifying NWCUA no later than this date.

Questions?

Do you have questions about the MAXX Annual Convention, Credit Unions for Kids Auction, or Annual Awards Dinner & Gala? Contact Holly Miller at [email protected] or 800.995.9064 x 220.

Do you have questions about the 2018 Strategic Link Trade Show? Contact Jason Smith at [email protected] or 208.286.6794, or Erin Bennett at [email protected] or 800.995.9064 ext 211.