October 23rd 3:00 pm -
October 25th 9:00 pm PDT
October 23rd 4:00 pm -
October 25th 10:00 pm MDT
2 days, 6 hours
Spokane Convention Center
334 W Spokane Falls Blvd
Spokane, WA 99201
The Davenport Grand
333 W Spokane Falls Blvd.
Spokane, WA 99201
MAXX is where Northwest credit unions connect with each other to influence the direction of the Credit Union Movement.
Credit union professionals and Directors receive high-level training and connect with business solutions partners at the Strategic Link Trade Show. Attend the annual Credit Unions for Kids Auction, and celebrate the best of the Credit Union Movement at the Annual MAXX Awards Dinner and Gala.
You’re part of the Credit Union Movement — an army of advocates advancing our mission to provide credit union members with meaningful value. This year’s MAXX Convention brings 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 ideas and tools to meet your credit union’s goals and members’ needs.
Monday, October 23
|1:30 p.m. - 2:30 p.m. YP Leads: Connect & Influence
Interested in what’s next for the credit union movement? Take a moment to meet your 2017 Young Professionals Leads after you stop by the MAXX registration booth. These impressive 18 individuals were selected by a competitive judging process to serve as ambassadors for the Credit Union Movement over the next year. Working with regional YP groups and NWCUA, these future leaders will help shape the growing network of young professionals in the Northwest.
|3:00 p.m. - 4:30 p.m. Welcome & Opening Keynote: From Now to Wow!
Over the years, credit unions collectively have accomplished some great things and have served members well. As we look to the future, it’s time to boost the Movement we believe in to the next level. This exciting opening session features entrepreneurial speakers who will inspire you to unleash your inner power to see the potential in the mundane, ordinary and conventional way we do things. They’ll have you questioning why you do what you do, and they’ll challenge you to take steps that push you out of your comfort zone and into a future of unimagined possibilities. The speakers in this session will help set the tone for the entire convention, which is designed to empower you to propel the Credit Union Movement to new heights.
Sponsored in part by CUNA Mutual Group
|4:30 p.m. - 5:30 p.m. Welcome Reception|
|5:30 p.m. - 7:30 p.m. Small Credit Union Roundtable Evening
Sponsored in part by CUNA Mutual Group
Tuesday, October 24
|7:30 a.m. - 8:15 a.m. Bacon, Bagels and Booze
Breakfast with the Northwest Credit Union Foundation (separate ticket required)
|8:30 a.m. - 10:00 a.m. Keynote: Seamless Transitions from Past to Future
Anders Sörman-Nilsson • Founder • Thinque
Sponsored in part by PSCU
During his energetic and thought-provoking presentation, global futurist and innovation strategist Anders Sörman-Nilsson provides a macro view of our world today while he decodes trends, deciphers what’s next, and turns provocative questions into proactive strategies. Discover how the future and the now can seamlessly converge, and will, whether we’re on board or not. This session will give the curious, the creative and the courageous a competitive and sustainable edge heading into the future.
|10:00 a.m. - 12:30 p.m. Strategic Link Trade Show Grand Opening|
|11:45 a.m. - 12:30 p.m. Concurrent Sponsored Impact Sessions
Managing the Aftermath of a Data Breach: Real Risks, Real Data, Real Answers
John Iannarelli, FBI Special Agent (ret.)
Jim McCabe. SVP, Identity Theft, Vero
Mark Pribish, VP and ID Theft Practice Leader, Merchants Information Solutions
Making the Most of Your CECL Implementation
Courtney Collier, Product Manager of Analytics Products, CU Direct
Tomorrow’s Business Model for Credit Unions
Kirk Drake, Entrepreneur, Author, and founder of Credit Union 2.0.
Data & Analytics: Time to Realize More Value
Blesson Abraham, Director, AdvantEdge Analytics, CUNA Mutual Group
Show Me the Money – A Payments Industry Overview
Justin Lutes, AAP, NCP, Vice President, Correspondent Services, Catalyst Corporate Federal Credit Union
|12:45 p.m. - 1:45 p.m. Educational Breakout Sessions
Reaching the Non-Member – You May Be Surprised! CUNA Mutual Group and Filene Research Institute team up to provide an overview of Filene’s 5 Centers of Excellence and then dive deep into consumer decision making research, shedding some interesting light on today’s non-member. Be prepared to arm yourself with key data from the top credit union researchers in the country and take them back with you into your planning and strategy sessions.
Mark Meyer, CEO, Filene Research Institute
Gerry Singleton, VP Credit Union System Relations, CUNA Mutual Group
In Focus: Alternative and Secondary Capital - Learn the true definitions of the terms “alternative,” “secondary” and “supplemental” capital. Also walk away with the information you need to start approaching your own model and strategy that can have a positive financial impact on your credit union.
Creating Consumer Awareness - Your Best Financial Partner - CUNA’s Chief Strategic Communications Officer Douglas Kiker reveals an innovative, exciting initiative being formulated to ensure that consumers learn about and understand what we already know: credit unions are their best financial partners. You will hear about some groundbreaking research, and not only where CUNA will take that research, but also how it will move the needle of the Credit Union Movement forward!
Douglas Kiker, Chief Strategic Communications Officer, CUNA
Emerging Leaders Program: Developing the Pacific Northwest’s Future Leaders - The NWCUA and DDJ Myers’ Emerging Leaders Program cultivates strategic thinking and builds an executive presence in our community’s future leaders. During this session, program graduates will present the scope, direction, and results of their seven-month strategic project and how it furthered their respective organizations’ strategic plans. Myers and Tolliver will highlight the results of the evidenced-based psychometric assessment process and portions of this extensive program’s curriculum and how to replicate this process in-house. The session will be capped off with a panel discussion where the emerging leaders will share their thoughts regarding what it takes to be a leader in today’s fast-paced world.
Peter Myers , MSC, PCC, Senior Vice President - DDJ Myers
Tim Tolliver, BA, SISC, Vice President, Integrated Performance Systems
2017 Annual Legal Update
Brought to you by Farleigh Wada Witt
|2:00 p.m. - 3:00 p.m. Educational Breakout Sessions
FinTech and Regulation: A Marriage Made in Heaven - Join us for a conversation about how FinTech and Regulation can live together over the next decade through a balance of innovation and regulation.
Video Production on a Shoestring Budget – Meet Chris West from Video Narrative and find out how to create professional quality videos in your own studio setup with a surprisingly minimal investment. If you thought your video marketing or promotional efforts were limited due to lack of access to proper equipment, Chris will identify the specifics required to meet your video shooting and production needs without busting your budget. Save yourself the time and expense of researching products you may think you need, as well as the potential trial-and-error that can result, and take advantage of this unique learning opportunity from an industry expert.
Chris West, Owner & Principal Videographer, VideoNarrative
Global Women’s Leadership - Let's accelerate the empowerment of women throughout your organization and find out how to develop a strong field of talent for our credit union women leaders. You will also hear directly from the Global Women's Leadership Network about their efforts and goals, as well as a rally call from the floor for our six new Northwest Chapter sister societies who will announce their first meetings.
Samantha Smyth Paxson, Chief Marketing and Experience Officer, CO-OP Financial Services
Calyn Ostrowski, Executive Director, World Council of Credit Union’s Foundation and Global Women’s Leadership Network
Economic Impacts of Northwest Credit Unions—Calculating Member Benefits and the Real Value of the Tax Exemption - Review findings from the recently completed studies measuring the economic impacts of credit unions in Idaho (brand new results), Oregon, and Washington. Diving deep into the numbers, we will discuss how they can be used for member outreach, community education, and advocacy efforts. A preview will also be presented from a forthcoming study evaluating the value of the corporate tax exemption to Oregon and Washington credit unions. This policy analysis measures the detrimental effect on the economy resulting from increasing taxes at the expense of direct member benefits delivered through the not-for-profit structure.
Mike Wilkerson, PhD, Senior Economist, ECO Northwest
2017 Annual Legal Update (repeat of 12:45pm session)
Brought to you by Farleigh Wada Witt
|3:15 p.m. - 4:30 p.m. General Session - The Next Big Thing – What’s Trending NOW in the Northwest
Regional thought leaders are always looking for the next breakthrough idea that brings about positive change. Here in the Northwest, we’re fortunate to have some of the brightest minds in the world innovating to develop new industries, making a particularly big impact regionally and locally. In this session, you’ll hear from three experts who will prepare you and your credit union for what may just be the next big thing headed your way — in your state, our region, and beyond.
|4:30 p.m. - 5:30 p.m. Reception in the Strategic Link Trade Show|
|6:30 p.m. - 9:30 p.m. Run for the Roses: An Auction Benefiting Credit Unions for Kids|
Wednesday, October 25
|7:30 a.m. - 8:15 a.m. CUNA Management School Networking Breakfast|
|8:00 a.m. - 8:30 a.m. Breakfast in the General Session Foyer
Sponsored in part by American Share Insurance & Excess Share Insurance
|8:30 a.m. - 10:00 a.m. Annual Business Meeting & NWCUA President’s Vision|
|10:00 a.m. - 11:30 a.m. Strategic Link Trade Show|
|10:45 a.m. - 11:30 a.m. Concurrent Sponsored Impact Sessions
Where We Stand with the Affordable Care Act for 2018 and What It Means for My Credit Union
Donna Losch, RHU, ChHC, Senior Benefits Consultant, Brown & Brown Insurance
Love My Credit Union Rewards: Member Value to Build Engagement and Mobile Rewards
Leslie Norush, Director of National Sales from CU Solutions
Paul Love, Chief Information Security Officer, CO-OP Financial Services
Virtual DMV - The Future of Vehicle Titling
John Brueggeman, President, Vitu
Katherine Trimmer-Wescott, VP of Product Development, Vitu
|11:30 a.m. - 12:30 p.m. Advocacy Lunch: MAXXimize Your Advocacy!|
|12:45 p.m. - 1:45 p.m. Educational Breakout Sessions
A New Approach to Credit Union Growth - Faced with credit union consolidation, regulatory pressures and an evolving industry landscape, finding ways to grow can be challenging. Many are considering a new approach: External Growth – strategically using investments, joint ventures, licenses, or strategic acquisitions. External Growth is a powerful tool for unlocking future opportunities and is often one of the quickest and most effective ways to grow. In this session credit union leaders will learn how to apply this new approach to their organizations and walk away with important take-home tools.
John Dearing, Managing Director, Capstone
Critical Information From Your Regulators - All credit union employees that are interested in the rapidly changing regulatory environment should attend one of the two regulatory panel discussions featuring financial regulators from ID, OR, WA, the NCUA, and more. Panelists will provide an overview of the state of financial institutions in the Northwest and things to expect during the upcoming year. Topics may include an update on NCUA exam consistency, DFI’s support for our legislative proposal, NCUA’s new rules and regulations, and what to expect from your regulator during examinations on CFPB’s HMDA directives. After the overview, panelists will take questions from the audience.
betaSpace Bonanza: Compelling, Innovative, Emerging, Fin-Tech Solutions in the Marketplace - Hosted by Strategic Link, you won’t want to miss a special introduction of the latest technologies in an ever-changing financial services landscape. There will be something for everyone here - and more importantly, you will learn how it can help you positively impact your member experience. Catch an informative glimpse into the future of Artificial Intelligence, Personal Financial Management, Compliance, and banking Marijuana Related businesses.
Mentoring: An Important Component in Career Development - Regardless of what stage you find yourself in your career, having a mentor or being a mentor can pay dividends in your professional growth. Join us and learn more about how you can invest in yourself! You will hear directly from three credit union professionals in various stages of their careers on the value of mentor relationships. Looking for a mentor? Leave this session knowing how to make a connection, structure the relationship, identify clear metrics of success, and ultimately how to grow personally and professionally from this relationship. Want to be a mentor? Our panelists will reveal how to be an effective mentor and champion for someone in an earlier stage of their career.
Putting the “Public” Back in Public Policy - Last November’s presidential election continues to have major impacts on city, county, and state governments nationwide. From civil rights to the environment to immigration, how are local lawmakers—and the voters who elected them—having an effect on often polarizing political issues? Veteran Emmy-winning journalist Brian Callanan draws on his work with local policymakers to show how the average citizen’s sense of political disenfranchisement can be transformed into a sense of empowerment. Learn how the public can truly influence public policy.
Brian Callanan, Seattle Channel
|2:00 p.m. - 3:00 p.m. Educational Breakout Sessions
Critical Information From Your Regulators- (Repeat of 12:45pm session) All credit union employees that are interested in the rapidly changing regulatory environment should attend one of the two regulatory panel discussions featuring financial regulators from ID, OR, WA, the NCUA, and more. Panelists will provide an overview of the state of financial institutions in the Northwest and things to expect during the upcoming year. Topics may include an update on NCUA exam consistency, DFI’s support for our legislative proposal, NCUA’s new rules and regulations, and what to expect from your regulator during examinations on CFPB’s HMDA directives. After the overview, panelists will take questions from the audience.
Stand Out – Influencing Member Experience in a Crowded Marketplace - Deborah Mersino, Chief Marketing Officer at OCCU, will provide 8 Tips to Differentiate Your Organization through member experience (MX) and explain why it’s critical to clarify leadership roles around MX, establish your vision, and harness the 6 competencies required for MX Transformation to be competitive in today’s marketplace. This lively session will be chock full of examples, research and insights that will allow you to walk away with a roadmap for taking MX to the next level at your organization. Not only will you better understand why so many CUs fail to gain traction, deliver on projects and/or truly differentiate, but you will also know how to step up, lead and compete in the one area that 75% of companies last year claimed was their number one priority: improving customer experiences.
Deborah Mersino, Chief Marketing Officer, OCCU
Affordable Housing: Innovative Approaches to a Growing Concern Across Northwest Communities - Hosted by the Northwest Credit Union Foundation, this session will highlight incredible work that is going on across North America to address the very complex issue of affordable housing. Whether it’s single family homes in rural Eastern Idaho or large apartment buildings in Seattle, housing affordability is a multifaceted and thorny issue. Join credit union leaders who will walk attendees through the lessons learned and best practices they’ve collected along the way. Hear why these innovators believe that to finance housing change, you have to change housing finance.
The Transformative Power of Technology Competency - We know technology drives the pace of change. This presentation will help both broaden your thinking and change the way we engage with technology across three broad dimensions: increasing our technology capacity (the ability to access and evaluate the best technology to meet member needs), shifting our focus to value generation, and pivoting toward member experience. Start to think more strategically about technology decisions and designing your credit union’s future.
Dan Shull,Leadership and Management Consultant - Packman & Associates
Faster Payments - The What, When, How and Why It’s Critical for All of Us - Regardless of your organization’s size, the modernization of the U.S. payments system will affect the business of credit unions. Dive into The U.S. Path to Faster Payments reports, recently released by the Federal Reserve’s Faster Payments Task Force. This report delivers key data, as well as insights into why it’s time to start talking about faster payments. See what two years of effort and unprecedented industry collaboration have yielded, including the need for credit union leaders everywhere to have a plan.
Kim Bickford, SVP Member Services & Operations, WesPay
|3:15 p.m. - 4:45 p.m. Closing Keynote -- Soar to New Heights!
Jen Groover • Entrepreneur • Author • International Speaker • Media Personality
Throughout the conference, you’ve learned about the global, regional and local trends impacting and propelling our industry. During this session, Jen Groover puts you and your personal belief system center stage as she challenges you to think again about how you lead your life and your team. You’ll walk away teeming with new insights, tools and the inspiration to be your best self. After harnessing the skills, it’ll be no time at all until your team is soaring to new heights and greater success.
Sponsored in part by VITU
|5:30 p.m. - 6:00 p.m. Awards Reception|
|6:00 p.m. - 9:00 p.m. Awards Dinner & Gala
Don your semi-formal attire and join us for our version of the “Oscars” in the Northwest Credit Union Movement. Once again we’ll come together to recognize some of the most accomplished and admired credit unions and professionals in the Northwest.
We will present the Summit, CUNA, Chapter, and Advocacy Awards, and acknowledge those who won the Spectrum Marketing Awards earlier this year. Let’s celebrate the impressive work our colleagues are doing to move credit unions forward.
About the Presenters
Mayor, Twin Falls, ID • President and CEO, Twin Falls Area Chamber of Commerce
Shawn Barigar is the President and CEO of the Twin Falls Area Chamber of Commerce – a business organization of more than 825 members with a mission to enhance the economic vitality and quality of place throughout Southern Idaho. Over his more than 12-year tenure, the Chamber has strengthened partnerships with local and state governments, economic development organizations, business leaders, and citizens to drive business expansion, industrial recruitment, job creation, and community building. He was a member of the community team for the recruitment of Chobani’s one-million-square-foot yogurt production facility to Twin Falls as well as Clif Bar & Company’s first owned and operated bakery, which opened in spring 2016 and created 200 jobs.
Barigar is also the Mayor of Twin Falls, elected in January 2016. He served previously on the Twin Falls City Council from 2004-2007, 2012-2016, and was elected to a third term which began in January 2016. In January 2016, he was appointed by Idaho Governor C.L. “Butch” Otter to the Idaho Travel Council representing the South Central Idaho region. The Council works within the Idaho Department of Commerce to drive expansion of Idaho’s tourism industry and to promote visitation to the State.
A graduate of the University of Idaho, Barigar holds a bachelor’s degree in Telecommunications. He spent his earlier career working in broadcast journalism and public relations.
SVP, Member Services & Operations • WesPay
Kim Bickford is responsible for all aspects of member services and operations. Her responsibilities include developing our strategic partnerships with industry and trade organizations as well as creating memory worthy member service. Bickford is responsible for internal operations of the organization including finance, technology, vendor management and member service. She has served on the Regional Payments Association’s Communications and Marketing committee. Prior to joining WesPay in 2008, Bickford served on the WesPay Board of Directors, chaired the Education, Marketing and Communications committee, and served on the Corporate Network Marketing Forum Committee.
Prior to becoming part of WesPay’s team, Bickford served as the Vice President of the Northwest Regional office for Southwest Corporate Federal Credit Union and Chief Operating Officer of Northwest Corporate Federal Credit Union. She is the treasurer and Chair of several high school related activities, as well as a member of CalSAE and a former member of the American Financial Professionals. Bickford has taught courses on various payments subjects including credit union marketing and ACH origination for businesses and holds a BA in Political Science from the University of Oregon.
She is married, enjoys spending time with her three kids, as well as photography, gardening and watching her kids play sports.
President/CEO • CO-OP Financial Services
Todd Clark is President/CEO of CO-OP Financial Services, having begun his tenure on June 27, 2016. Throughout his career, Clark has specialized in identifying technology gaps in the market and determining how emerging technology will fill those gaps, all with an aim of uncovering efficiencies for smaller financial institutions.
Prior to CO-OP, Clark spent 22 years with First Data Corporation, where he last held the position of SVP/Head of STAR Network and Debit Processing. In this capacity, he was responsible for the business unit’s profit/loss and led a team of more than 600 product, strategy, communications, strategic sales, technology, operations and support personnel. He also managed the Bank of America relationship as head of the financial institution group.
Clark also has entrepreneurial experience, co-founding a start-up company called Core Data. This organization was sold to Concord EFS, which later merged with First Data. At the time of sale, Core Data had become the second largest ATM processor in the United States. He was also an executive with Cardtronics, Inc., and Feedzai. Clark holds a BA in economics from University of Texas at Austin.
Managing Director • Capstone
John Dearing has played a key role in the growth of Capstone since 1996. As Managing Director, he oversees Capstone’s project teams and leads strategic growth efforts for public and private clients, both internationally and domestically.
Dearing’s experience transcends numerous industries including: contract manufacturing, medical devices, life sciences, food processing, specialty chemicals, filtration, biotech, precision metal components, transportation and healthcare.
He has taught hundreds of executives about proactive external growth, namely M&A, and valuation. He has presented to numerous organizations including the National Association of Credit Union Service Organizations (NACUSO), Georgetown Alumni Career Services, the National Center for Continuing Education (NCCE), the American Management Association (AMA), and the Virginia Economic Development Partnership (VEDP).
Prior to his long career with Capstone, Dearing developed international banking and finance skills with the Export-Import Bank of the United States, The Americas Division.
A Chartered Financial Analyst (CFA), Dearing is a member of the Washington Society of Investment Analysts. He is active on Bucknell’s alumni board, and the founder of an investment partnership.
He holds a BSBA from Bucknell University and an MBA from Georgetown University.
Regional Director • Region 5 – NCUA
Cherie Freed is the Regional Director of NCUA’s Region 5, located in Tempe, Arizona. Prior to being selected as Regional Director in 2016, Freed served as the Associate Regional Director for Region 5. She also previously served as the Director of Supervision in the Tempe office, and as the Loss Risk Analysis Officer in NCUA’s Office of Examination and Insurance in 2006. Freed began her career in 1987 as an Examiner in Phoenix. In 1991, she became a Problem Case Officer and later a Corporate Examiner in the Austin Region.
Before joining NCUA, Freed served as the controller for a manufacturing company in Phoenix. Freed holds a Bachelor of Science in accounting from Northwest Missouri State University.
President, AUVSI, Cascade Chapter • President, Enterprise Initiatives, Inc.
Tom Hagen is the president of the AUVSI Cascade Chapter, which represents over 400 corporate and individual unmanned systems and robotics stakeholders from industry, government and academia in Oregon and Washington. Hagen is also the president of Enterprise Initiatives, Inc., a company he founded in September 2003 to provide consulting, management and education services to the aerospace community and government agencies in aerospace and unmanned systems. He previously worked for The Boeing Company for 13 years where he last served as the company’s Unmanned Carrier Launched Airborne Surveillance and Strike System (UCLASS) Business Development Lead for Phantom Works.
Hagen led several other unmanned systems initiatives, including a research project performing precision agriculture with unmanned aircraft systems in eastern Oregon. He also founded Boeing’s global, cross-enterprise, multi-disciplinary group working the integration of unmanned systems into the NAS with industry groups, the FAA and NASA as well as Air Navigation Service Providers in Europe and Australia.
A retired Navy carrier aviator, Hagen holds a bachelor’s degree in Business Administration as well as an MBA, both from Oregon State University. He is currently an Adjunct Professor for the U.S. Naval War College and a member of several boards and professional associations, including the Washington state Unmanned Systems Industry Council.
Serial Entrepreneur • Author • International Speaker • Media Personality
Jen Groover’s name has become synonymous with innovation, entrepreneurship, and transformation. Her success skyrocketed with the creation of the Butler Bag, the world’s first compartmentalized handbag. Butler Bag’s success as a multi-million-dollar lifestyle brand led to the creation of Leader Girlz and Empowered by Jen Groover. Groover most recently launched an economic and innovation movement for entrepreneurs and small business owners called Jumpstart StartUp. The “matchmaking” venture curates many services, under one roof, to accelerate business growth.
Groover regularly advises brands, professional athletes, entrepreneurs, and CEO’s on strategies to optimize their potential. She also serves as a board member for high-profile organizations such as Career Wardrobe, Wish Upon a Hero Foundation, ZeeMee, and Back on My Feet. She is an advisor/partner for Thuzio, a leading company in influencer marketing with approximately 40,000 athletes and influencers on its platform.
Groover was recently nominated as a UN delegate to the first ever Global Accelerator for the Global Entrepreneurs Council. She also made history at the New York Stock Exchange as a member of the first all-female group to ring the opening bell, and made Forbes’ list of “50 Founders You Need to Follow on Twitter.”
Financial Institutions Bureau Chief • Idaho Department of Finance
Mary Hughes serves as the Financial Institutions Bureau Chief of the Idaho Department of Finance. Hughes was first employed by the Idaho Department of Finance as a deputy attorney general in 1990, primarily litigating cases brought to enforce the state’s securities and mortgage laws; she was appointed the Department’s lead attorney in 1997.
Hughes served as the Consumer Finance Bureau Chief, supervising the state’s non-depository financial institutions, from 2000 until 2003, at which time she was appointed to her current position overseeing Idaho’s state-chartered banks and credit unions. In addition, Hughes is active with NASCUS, the CSBS. She remains an active member of the Idaho State Bar, and chairs the State Liaison Committee (SLC) to the Federal Financial Institutions Examination Council (FFIEC).
Director of Division of Credit Unions • State of Washington
Linda Jekel was appointed State of Washington’s Director of the Division of Credit Unions (Division) in 2002. The Division supervises state chartered credit unions. She has been a regulator since 1989. She is active with the National Association of State Credit Union Supervisors (NASCUS) since 1995, was Chairman in 2005-2007 and continued to serve on its board of directors from 2003 to 2016. Prior to her regulator experience, she worked for Heritage Federal Savings (now Heritage Bank) in various management and lending positions.
Linda is also a member of the Financial Education Public-Private Partnership (FEPPP). She is a strong advocate when it comes to getting financial education into the school system. A Seattle native, Linda earned her Masters of Business Administration degree with a finance concentration from Pacific Lutheran University and achieved a graduate banking certificate from Pacific Coast Banking School in 1997. She is married with two adult children. She enjoys reading mysteries and traveling.
Chief Strategic Communications Officer • Credit UNion National Association (CUNA)
Douglas Kiker is the chief strategic communications officer for the Credit Union National Association (CUNA). He leads all of the association’s external and internal communications functions and is responsible for the development and implementation of strategies that increase awareness of and support for credit unions and CUNA’s advocacy objectives.
Kiker has extensive experience in strategic communications with nearly two decades in journalism and corporate communications. He previously served as managing director at Kekst and Company, a leading New York-based strategic corporate communications firm. Kiker served clients in a wide range of diverse situations requiring strategic communications counsel. His assignments included communications during complex legislative and regulatory challenges, crisis management, media and investor relations and stakeholder communications during transactions, bankruptcies and restructurings, and other situations. Prior to Kekst, Kiker worked for a decade as a journalist for CBS News’ 60 Minutes, The Associated Press and Fox News Channel.
He graduated from The University of Virginia in 1997, and The Medill School of Journalism at Northwestern University in 2001. His hometown is Washington, D.C.
Inventor • Entrepreneur
Brooke Martin is a highly motivated 17 year-old from Spokane, Washington. When she was 12 years old, she invented iCPooch; a device that let people video chat with and deliver a treat to their dog through a mobile application. After two years of development, iCPooch went into production in July of 2014 and was sold worldwide through retailers such as Amazon, Petco, and Bed Bath & Beyond.
Brooke and the company have been featured on ABC’s Shark Tank, NBC Nightly News, CBS News, Fox Business, NPR, The New York Times, The Meredith Vieira Show, and numerous other media outlets. Brooke continues her entrepreneurial activities as a member of Independent Youth’s Teen Network, as a public speaker, and as a mentor and advocate for youth entrepreneurship.
Brooke graduated from Saint George’s School in the spring of 2017 as valedictorian, student body president, and the recipient of an IB Diploma. She is currently a freshman at Stanford University where she is a member of the Stanford Equestrian Team.
Chief Marketing Officer • Oregon Community Credit Union
As Chief Marketing Officer for OCCU, Deborah Mersino oversees OCCU Marketing, Communications, Human Resources, Card Services, Product R&D, and Virtual Services. Her strengths as a leader are recognized in fostering collaboration, advocating for an exceptional member experience and striving to exceed the goals and objectives of the organization.
Championing the OCCU brand and its employees, Mersino serves as a “voice of the member” and “voice of the employee” advocate to ensure the organization provides ample opportunities for our members’ financial well-being and becomes an employer of choice.
Mersino joined Oregon Community with 17-plus years of marketing communications experience. She holds a B.S. in Journalism from Northwestern University in Evanston, Illinois. Prior to joining Oregon Community in 2014, she was Chief Marketing Officer for an organization dedicated to serving education leaders and influencing public policy regarding the effective use of technology to improve education. Mersino currently serves on the Strategic Market Share Task Force for the Northwest Credit Union Association and is also Chair of the Marketing Committee for United Way of Lane County. Prior to moving to Oregon, Mersino was heavily involved with educational causes in Colorado, including advocating for gifted learners.
CEO • Filene Research Institute
Mark Meyer turns big research questions into relevant key findings and big ideas into products for a changing world as one of North America’s top cooperative finance thinkers. His critical thinking shows through in his approaches to innovation and research on consumer behavior. As CEO of Filene, he leads a team of brilliant thinkers, who deliver research and innovation to inspire people to understand the opportunities for cooperative finance to transform communities and lives.
An internationally recognized consumer finance expert published in dozens of publications, Meyer has lectured to audiences up to 4,000 in locations across, Asia, Australia, Europe, North Africa, and North America. He has advised the US Department of the Treasury and lectured in a variety of academic settings, including Harvard Business School. Meyer is an attorney licensed to practice law in Colorado and Arizona, formerly of the firm of Montgomery, Little & McGrew. He also held executive posts with Arizona State Credit Union and CUNA Mutual Group. He served on the board of directors for Summit Credit Union, the largest credit union in Wisconsin, for ten years.
Meyer’s passions include his wife and best friend, Alicia, two terrific teenage daughters, an animated son, and Argus, his clever Great Dane, who likes to counter surf. For play, Meyer enjoys people, kayaking, yoga, fun, and learning anything new.
CEO • DDJ Myers, Ltd.
Deedee Myers is CEO of DDJ Myers, Ltd. Myers is a change agent for individuals, teams, boards and organizations, providing professional coaching to evolve them into being high performers. She is a renowned expert in the areas of succession planning, leadership development and transformative change. Myers also leads a recruitment practice with emphasis on market risk management and asset/liability management supports.
Myers holds an undergraduate degree in International Business and Russian Language and Culture, a Master’s degree in Organizational Design and a PhD in Human Development. She has earned high-level coaching certification from the Strozzi Institute, Linkage, Inc and the Hudson Institute.
The mission of DDJ Myers is to provide consulting and coaching services, to facilitate leadership development, and take strategic planning into effective action.
Peter Myers, MSC, PCC
Senior Vice President • DDJ Myers, Ltd.
Peter Myers facilitates professional development programs for executives and management teams, succession-planning processes for boards and CEOs, and strategic planning engagements for credit unions nationwide. Weaving together strategy development, critical thinking, and employee engagement to bridge talent and execution gaps is his specialty. On a daily basis, Myers works with teams and boards to unlock and leverage their organizational, team, and individual potential. He also co-leads the CEO readiness and talent-development program for credit union executives pursuing their next level of career potential, and he has been a teacher in the award-winning NWCUA/DDJ Myers Emerging Leaders Program since its inception in 2012.
Professional Endurance Athlete • Public Speaker
Colin O’Brady is a Portland native, professional endurance athlete, and two-time world record holder. He grew up exploring the mountains of the Pacific Northwest and cultivated a passion for adventure in the outdoors. His success swimming in Oregon led him to Yale University. After years as a professional triathlete, he returned to his first love – the mountains. In 2016 Colin conquered the speed records for the Explorers Grand Slam and Seven Summits, a global mountaineering challenge to climb the tallest mountain on every continent including Mt. Everest and ski to the North and South Poles, all in 139 days.
O’Brady uses his athletic pursuits to fuel his charitable work. His non-profit, Beyond 7/2 (pronounced seven two), works to inspire kids to lead active, healthy lives and pursue their biggest dreams. He has been featured on CBS Sunday Morning, The Washington Post, Huffington Post, Men’s Journal, Outside Magazine, People.com, and TODAY among many other national media outlets. O’Brady is a sought after public speaker as well.
Executive Director • World Council of Credit Union’s Foundation and Global Women’s Leadership Network
Calyn Ostrowski is Executive Director of the World Council of Credit Union’s Foundation and Global Women’s Leadership Network. In this capacity, she is responsible for the organization’s $2M fundraising, operations, grantmaking and Global Women Network programming. Prior to joining World Council, she managed the Woodrow Wilson International Center for Scholars’ Global Health Initiative, named one of the Top 10 Think Tanks in the world, where she worked with federal and foreign policymakers, donors, NGOs, and academia to increase political willpower and enhance solutions for improving reproductive and family planning services, maternal and child health, and gender equality.
Calyn volunteers for several community nonprofits and serves as Chair of the Domestic Abuse Intervention Services’ Trustee Council. She holds a Master’s degree in nonprofit management from Case Western Reserve University and has an extensive background in program management, fundraising, and strategic planning.
Chief Marketing and Experience Officer • CO-OP Financial Services
As Chief Marketing and Experience Officer for CO-OP Financial Services, Samantha Paxson is the architect of the company’s go-to-market strategy. Paxson focuses on the intersection of technology, creativity, purpose and experience to meet the needs of CO-OP clients and their members. Discovering new ways to make CO-OP one of the most admired and exciting companies is her passion.
Joining CO-OP in 2005, Paxson created the THINK initiative, an innovation content platform for the credit union movement. Her background includes working overseas in international public relations, and managing accounts in the technology, automotive, action sports and financial services space for a Southern California marketing agency. Paxson is a graduate of the University of Southern California with a degree in journalism and Social Sciences, as well as an advisor to the OpenIDEO Challenge on “Financial Empowerment”, a board member of USC Credit Union and a board member of Children’s Hospital Orange County’s Credit Union Committee.
Program Manager for Credit Unions • Oregon Department of Consumer & Business Services, Division of Financial Regulation
Janet Powell has worked for the Oregon Department of Consumer and Business Services, Division of Financial Regulation, since September 1992 when she was hired as a financial examiner. She was appointed supervising examiner of the Credit Union Program effective July 1, 2004, and was appointed as its program manager in 2007. 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.
Owner • Bagel Sphere
Justin Freeman is the Owner of Bagel Sphere and Novella Cafe, a small food manufacturing and restaurant group in Eugene, Oregon. Previously, he had the pleasure of serving as the General Manager of Hummingbird Wholesale, an organic foods wholesaler and distributor that serves customers throughout the Pacific Northwest.
Freeman is the current President of the Board of Directors at Oregon Tilth, and volunteers in several other non-profit and small business advisory roles. He studied information systems, ecology and evolutionary biology in his undergraduate studies, and has a master’s degree in finance and marketing from the University of Notre Dame.
Shareholder • Farleigh Wada Witt
Hal Scoggins has been with Farleigh Wada Witt since 1991 and practices in the firm’s Financial Services and Debtor/Creditor practice groups. He represents credit unions on state and federal regulatory compliance matters, formation and operation of subsidiaries, contract negotiation, dispute resolution, bankruptcy, and collection.
Scoggins specializes in payment systems issues, helping clients navigate the Uniform Commercial Code, the NACHA rules, and various Federal Reserve rules and circulars. He provides loan and deposit account documentation and disclosures, and helps clients resolve operational challenges.
Highly involved in his community, Scoggins serves on the Oregon Lawyers Against Hunger Board and spearheads his firm’s annual food drive. He is also a member of the American Bar Association’s Consumer Financial Services Committee and chairs the Operations sector of the Credit Union Committee.
Leadership & Management Consultant • Packman & Associates
Dan Shull brings over twenty-five years of Fortune 500 industry experience helping large teams and companies achieve success across a wide range of challenges. His focus is on enabling teams to develop strategy while simultaneously raising all team members’ capabilities and readiness to drive and execute the strategy they are fully engaged in. Shull enjoys working with and helping others achieve their goals and believes that thoughtful individual mentoring and coaching can be a catalyst to breakthrough performance.
His time working within Nike, Borders Books & Music, Signet Jewelers & other companies has provided him with a deep background in product management, technology, operations, supply chain management, human capital management and strategic planning & deployment. Shull has led teams as large as six hundred through complex business challenges and recognizes how to motivate and help organizations to change. Having spent extensive time in retail and consumer facing companies, he understands that the ultimate goal of high performing teams is consumer delight.
Shull focuses on collaborating with teams to understand their environment, level of trust and culture. Along this journey, team members gain a greater understanding of how they are perceived and become more accountable for their relationships, actions, and results. He has an MBA from the University of Michigan and a Bachelors degree in Computer Science from the University of Phoenix, and is a national board member of the non-profit organization www.friendsofthechildren.org. Shull lives in Portland, Oregon with his wife, Helana.
VP Credit Union System Relations • CUNA Mutual Group
Gerry Singleton is the vice president of credit union system relations for CUNA Mutual Group. He is responsible for establishing, strengthening and maintaining relations with credit union trade organizations and state leagues.
Singleton joined CUNA Mutual Group in 1998 as the senior manager of product learning in CUNA Mutual Group’s organization capability area and was responsible for aligning CUNA Mutual Group’s product-related training efforts to deliver a consistent learning experience across all channels in line with key adult learning principles. Singleton also served as division manager of business development in CUNA Mutual Group’s southeast marketing division, where he worked with the organization’s staff and credit unions in the areas of training and marketing.
Prior to joining CUNA Mutual Group, Singleton was the training manager for the North American Mission Board of the Southern Baptist Convention. He developed and delivered new employee orientation programs, spoke nationally on topics that included staff development and motivation, conducted training needs analyses and focused on developing leaders and teams.
Singleton holds a bachelor’s degree in English from Purdue University and has published several articles on adult learning and for children’s publications. He has also spoken throughout the U.S. and abroad on such topics as personality awareness, sales and service, presentation skills, team building, call centers and leadership.
Founder • Thinque
Anders Sörman-Nilsson is a global futurist and innovation strategist who helps leaders decode trends, decipher what’s next, and turn provocative questions into proactive strategies. Anders believes the future and the now are converging in a city or startup near you, giving the curious, the creative, and the courageous a competitive and sustainable edge.
This Swedish-Australian futurist has shared the stage with Hillary Clinton, Nobel laureates, and European and Australian heads of state. He is an active member of TEDGlobal, has keynoted at TEDx in the United States and Australia, was nominated to the World Economic Forum’s Young Global Leaders, and was the keynote speaker at the Y20 Summit in Australia. Clients like Apple, Cisco, Mercedes Benz, Hilton, SAP, Gartner and Macquarie Bank have turned to Anders over the years to help them turn research into foresight and business Impact.
He is the author of Digilogue: How to Win The Digital Minds and Analogue Hearts of Tomorrow’s Customers, Thinque Funky: Upgrade Your Thinking, and Seamless: The Futurephile’s Guide to Leading Digital Adaptation and Human Transformation.
Dawnna St. Louis
Author • Speaker, and Sales & Leadership Consultant
What can a homeless teen turned international sales and leadership consultant tell you about top personal performance? Quite a bit.
Like you, Dawnna St Louis, knows that the trek to reach big goals can feel like running a gauntlet of legos with bare feet. OUCH! But she also knew that to succeed, she had to think bigger and dare take bold action. So Dawnna didn’t just get any mentor; she asked a veteran Hostage Negotiator (yeah… like an FBI one) to teach her how to read people.
Dawnna didn’t just start a small business; she built a $250M tech consultancy. And she didn’t just “do public speaking”; Dawnna became a highly-sought after international sales and leadership guru. Dawnna doesn’t just do better… she does different in an undaunted way.
Tim Tolliver, BA, SISC
Vice President • Integrated Performance Systems
As a performance coach, trainer, and facilitator, Tim Tolliver 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, Tolliver works with executives and their teams in the fields of finance, law, healthcare, and business. He also teaches several courses at the Strozzi Institute, an internationally recognized coaching institute.
Shareholder • Farleigh Wada Witt
Brian Witt has a specialized legal practice representing financial service providers on regulatory and compliance issues in Oregon and Washington. He counsels clients on credit union compliance management, CUSO operation, and corporate responsibility.
Witt is a recognized national expert on the design and delivery of financial products and services. He works closely with national and state regulators on mergers, expansions, and examination matters.
As chair of Farleigh Wada Witt’s Financial Services Practice Group, he regularly tracks the impact of legislation and court decisions on financial service providers. He has also developed a comprehensive compliance management financial solution, Compliance Smart, to assist with organizing the workflow for regulatory compliance.
Owner & Founder • Video Narrative
Chris West is the owner and founder of Video Narrative, a production company that specializes in growing businesses through brand clarity, narrative videos, and website design. The origin of West’s narrative work came in a neurobiology class, where he first learned the power of story for organizing information in the mind. Completing this research one May afternoon, he resolved never to create another video without telling an authentic story…a commitment that lead to years of research on the way we connect, learn, and grow through stories. Today, West works alongside thought leaders to increase their message, clarity, and impact through powerful narratives. When not creating videos, West is out backpacking with his wife and daughter, and serves as the volunteer director of the Bukesa Children’s Home in Uganda, Africa.
PhD, Senior Economist • ECO Northwest
Michael Wilkerson brings over ten years of experience working as an analyst in financial services. His areas of expertise include econometrics and applied microeconomics in the fields of real estate, banking, finance, and urban economics. He has applied expertise in projects involving portfolio analysis, fixed-income investments, cash flow and pro-forma analysis, property valuation, private equity, private investments in public entities, and development feasibility studies. Wilkerson is proficient in the use of GIS and has expertise in creating statistical models that incorporate spatial temporal analysis to improve upon standard modeling techniques.
Run for the Roses: An Auction Benefitting Credit Unions for Kids
This year’s dinner and auction to benefit Credit Unions for Kids will take place on Tuesday, October 24 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 Kentucky Derby finery, have fun, find some terrific auction items, and outbid your friends!
If you have any questions about the event, please contact NWCUA Community Manager Carmen Vigil at firstname.lastname@example.org or 800.995.9064 x122.
Thank you to this year’s generous sponsors
Special thank you to Horizon Credit Union for their generous in-kind sponsorship of the auction design and programs!
Millionaire’s Row Sponsor
Thank you CUNA Mutual Group!
Miracle Family Sponsor
Thank you Global CU!
Winner’s Circle Sponsor • $5,000
Thank you BECU, Idaho Central CU, Rivermark Community Credit Union and Unitus Community CU!
Signature Cocktail “Mint Julep” Sponsor
Thank you OnPoint Community CU!
Red Roses Sponsor • $3,000
Thank you Catalyst Corporate FCU, CU Business Group, STCU, CapEd Credit Union and First Community CU!
Horseshoe Sponsor • $2,000
Thank you iQ CU, CU Direct (CUDL), Westmark CU, Salal CU and Bonnett, Fairbourn, Friedman & Balint, P.C.!
Gift Card Board Sponsor
Thank you DDJ Myers, LTD!
Enter The Race Sponsor • $1,000 • Unlimited
Enter the race and support CU4Kids! Your credit union can sponsor your very own horse and jockey!
Benefits of this sponsorship include:
- One Vinyl Horse and Jockey Decal With Your Credit Union’s Name Prominently Displayed in the Event Space for All to See
Thank you Central Willamette Community CU, Point West CU, TwinStar CU, Red Canoe CU, Kitsap CU, Consolidated Community CU, Harborstone CU, Advantis CU, SELCO Community CU, Clackamas FCU, Albers & Company, Sound CU and Friends of Credit Unions!
Red Flyer Wagon Sponsors
- Asante Rogue Regional Medical Center, Medford • SOLD • Thank You First Community CU!
- OHSU Doernbecher Children’s Hospital, Portland • SOLD • Thank You USAgencies CU!
- Intermountain Primary Children’s Hospital, Salt Lake City • SOLD • Thank You Mountain America CU!
- PeaceHealth Sacred Heart Medical Center, Eugene • SOLD • Thank You Oregon Community CU!
- Sacred Heart Children’s Hospital, Spokane • SOLD • Thank You Numerica CU!
- Seattle Children’s Hospital • SOLD • Thank You Seattle Metropolitan CU!
- St. Luke’s Children’s Hospital, Boise SOLD • Thank You Pioneer FCU!
- Yakima Valley Memorial Hospital • SOLD • Thank You Solarity CU!
Thank you to CO-OP Financial Services for their generous support via the Miracle Match program!
MAXX Awards Dinner & Gala
Break out your semi-formal attire and join us for the “night of nights” in the Northwest Credit Union Movement on Wednesday, October 25. 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. We will present the Summit, CUNA, Chapter, and Advocacy Awards, and acknowledge those who won Spectrum Marketing Awards earlier this year. Let’s celebrate the impressive work our colleagues are doing to “MAXXimize” the Credit Union Difference!
Location & Travel Information
Spokane Convention Center
334 West Spokane Falls Blvd.
Spokane, WA 99201
The Davenport Grand, Autograph Collection
333 West Spokane Falls Blvd
Spokane, WA 99201
Special Rates for NWCUA MAXX Convention Hotel Room Block
Special room rates have been negotiated for Northwest Credit Union Association program participants. Contact the hotel directly at 1.509.458.3330 and reference the NWCUA MAXX Convention or use this link to receive the group rate of $169.00 plus tax.
Last Day to Book a Room at This Rate: 9/23/17
An overflow block for the has group has been established:
The Davenport Tower, Autograph Collection
111 S Post St
Spokane, WA 99201
Last Day to Book a Room at This Rate: 10/6/17
|Registration Option||Pricing Information|
|"The MAXX": Full Convention Registration|
Includes all educational sessions, exhibit hall access, and select meals.
|Early Price: $489, Until July 28
Regular Price: $519, July 22 - Sept. 22
Late Price: $549, After Sept. 22
|"Mini MAXX": One Day Registration|
Includes a single-day educational session, single-day exhibit hall access, and select meals.
|Early Price: $259, Until July 28
Regular Price: $269, July 22 - Sept. 22
Late Price: $289, After Sept. 22
|MAXX Awards Dinner & Gala|
(If purchasing a full Convention registration.)
|Early Price: $39, Until July 28
Regular Price: $49, July 22 - Sept. 22
Late Price: $59, After Sept. 22
|MAXX Awards Dinner & Gala|
(With one-day registration or à la carte.)
|Early Price: $79, Until July 28
Regular Price: $99, July 22 - Sept. 22
Late Price: $119, After Sept. 22
|Guest Full Conference Registration & Awards Dinner|
Includes exhibit hall access, select meals, and Awards Dinner. The guest program is for spouses or companions of registered attendees. Credit union employees or volunteers and suppliers are not eligible to register under this category.
|Early Price: $229, Until July 28
Regular Price: $249, July 22 - Sept. 22
Late Price: $279, After Sept. 22
|Guest Conference Registration ONLY|
Includes exhibit hall access, and select meals. The guest program is for spouses or companions of registered attendees. Credit union employees or volunteers and suppliers are not eligible to register under this category
|Early Price: $189, Until July 28
Regular Price: $199, July 22 - Sept. 22
Late Price: $219, After Sept. 22
|Guest Awards Dinner|
à la carte
|Early Price: $79, Until July 28
Regular Price: $99, July 22 - Sept. 22
Late Price: $119, After Sept. 22
|Credit Unions for Kids Auction "Affirmed" Table Sponsor|
Includes dinner and drink tickets for 10, $500 donation to the hospital of your choice, two bottles of wine, special name recognition in the program, and premier table placement.
|Early Price: $2,250, Until July 28
Regular Price: $2,250, July 22 - Sept. 22
Late Price: $2,250, After Sept. 22
|Credit Unions for Kids Auction "Seattle Slew"Table Sponsor|
Includes dinner and drink tickets for 10, two bottles of wine, and name recognition in the program.
|Early Price: $1,750, Until July 28
Regular Price: $1,750, July 22 - Sept. 22
Late Price: $1,750, After Sept. 22
|Credit Unions for Kids Auction "American Pharaoh" Tickets for Two - Open Seating|
Includes dinner and drink tickets for two.
|Early Price: $250, Until July 28
Regular Price: $250, July 22 - Sept. 22
Late Price: $250, After Sept. 22
|Credit Unions for Kids Auction "Secretariat" Single Ticket - Open Seating|
Includes dinner and drink tickets for one.
|Early Price: $125, Until July 28
Regular Price: $125, July 22 - Sept. 22
Late Price: $125, After Sept. 22
|Northwest Credit Union Foundation Breakfast: Bacon, Bagels, and Booze!|
Tuesday, October 24
|Early Price: $20, Until July 28
Regular Price: $20, July 22 - Sept. 22
Late Price: $20, After Sept. 22
|CUNA Management School Breakfast|
Wednesday, October 25
|Early Price: $69, Until July 28
Regular Price: $89, July 22 - Sept. 22
Late Price: $89, After Sept. 22
Northwest Young Professionals Network: YP Leads Opportunity
The 2017 YP Leads have been selected! Thank you to everyone that applied for this exciting opportunity. Click here for more information about the Northwest Young Professionals Network.
Continued education and training of credit union professionals and Directors helps keep the Credit Union Movement vibrant and competitive in the financial marketplace. We understand this can take a significant commitment of time and money.
The Northwest Credit Union Foundation provides scholarships awarding up to $1,500 per year for selected applicants. Learn more at https://nwcuf.org/scholarships-and-grants/.
Cancellation & Refund Policy
Registration fees are non-refundable after September 22, 2017. Substitutions will only be accepted by notifying NWCUA no later than this date.
Thank You to All of Our Sponsors!
- American Share Insurance/Excess Share Insurance
- Catalyst Corporate FCU
- CUNA Mutual Group
- CO-OP Financial Services
- CU Direct Corporation (CUDL)
- CU Solutions Group
- Doeren Mayhew
- Farleigh Wada Witt
- Hauser, Jones & Sas
- Integrated Builders Group
- Member Access Pacific (MAP)
- Open Lending
- Northwest Financial Employee Benefit Trust (The Trust)
- Trish Shermot
Do you have questions about the MAXX Annual Convention or Annual Awards Dinner & Gala? Contact Melissa Lovejoy at email@example.com or 800.995.9064 x108.
Do you have questions about Run for the Roses, the Credit Unions for Kids Auction? Contact Carmen Vigil at firstname.lastname@example.org or 800.995.9064 x122.