Volunteer Leadership Conference 2010

 

 Conference Brochure

 

 

 

 

 Keynote Speakers

 

Bill Cheney, CUNA CEO

 

Cheney has broad experience within the credit union movement, having begun his career during 1987 in Texas with Security Service FCU in San Antonio. In 1997, he was named president and CEO of Xerox FCU in El Segundo, Calif. During nine years at the credit union, Cheney guided the credit union’s growth to more than $800 million in assets, growing the credit union’s membership to include operations in nine states, including California, New York, Florida, Texas and Illinois. Also while at XFCU, Cheney was elected to the board of directors of NAFCU.

 

In 2006. the California/Nevada Credit Union Leagues tapped Cheney as their president and CEO. While overseeing the combined organizations’ operations, Cheney is credited with building the Leagues’ affiliation while improving their operational efficiencies. Additionally, he has served as Treasurer of the American

Association of Credit Union Leagues (AACUL), Chairman of the CUNA World Leadership Development Committee, member of the board of trustees of the Western CUNA Management School, member of the board of directors of the Richard Myles Johnson Foundation, and joined World Council of Credit Unions

(WOCCU) delegations to Mexico, Poland, China, and Haiti.

 

Cheney holds a BBA (finance) from the University of Texas (Austin). He has attended the “Advanced Leadership Institute at Harvard Business School (sponsored by the Credit Union Executive Society(CUES) /California Credit Union League (CCUL)), and the CUES Director’s Leadership Institute at the

London Business School. He is a member of the American Society of Association Executives (ASAE).
 

 

Debbie Matz, NCUA Board Chair

 

Matz was nominated by President Barack Obama to serve as the eighth board chair of the National Credit Union Administration. After confirmation by the U.S. Senate on August 7, 2009, she was sworn in on August 24, 2009. She is no stranger to NCUA and credit unions having served as a board member at NCUA from January 2002 to October 2005. As Chair of the NCUA Board, she is the spokesperson for the agency

and oversees the regulation of federal credit unions and the administration of the federal insurance fund covering approximately 8,000 credit unions with over $800 billion in assets. Prior to becoming NCUA board chair, she served on President Obama’s Economic Transition Team.
 

 

Celeste Cook, CUStrategies, LLC

 

Celeste has been in the credit union industry for 18 years and has 15 years of experience in management with expertise in business development, sales and service, and lending strategies. She has planned and led successful initiatives in business development, sales and service, lending, performance-driven programs, and leadership development programs. She has also served as a business development consultant and conducted lending schools for credit unions while working for Lending Solutions

Inc. She recently formed CUStrategies LLC, after working for Georgia’s Own Credit Union.

 

 

 

3:00 – 7:00 p.m. Registration  

 

4:00 – 5:30 p.m. A Conversation with Bill Cheney  

 

5:30 – 7:00 p.m. Welcome Reception*  

 

 

7:00 – 8:30 a.m. Registration

 

7:00 – 8:30 a.m. Breakfast Buffet*

 

8:30 – 8:45 a.m. Welcome

 

8:45 – 10:00 a.m. Keynote Address

Where Do We Stand, Where Do We Go From Here?

 

10:00 –10:30 a.m. Break*

 

10:45 –11:45 a.m. Corporate Stabilization Update

 

11:45 a.m. – 1:00 p.m. Lunch*
 

1:00 – 2:30 p.m. Breakouts

 

Best Practices in Board Governance

 

Social Media: The Path to Your Younger Members

 

Bank Secrecy Act Training

 

Supervisory Committee Duties & Responsibilities

 

2:30 – 2:45 p.m. Break*

 

2:45 – 4:15 p.m. Breakouts
 

Financial Liability & Boards

 

The Guiding Principles of Credit Union Philosophy

 

Evolutions in the Bank Secrecy Act

 

Supervisory Committee Audit Update

 

5:00 – 6:30 p.m. Credit Union Social*

 

 

7:00 – 9:00 a.m. Breakfast Buffet*

 

9:00 – 10:30 a.m. Keynote Address

Holistic Leadership & the Board of Directors

 

10:30 – 11:00 a.m. Conference Wrap-Up

 

11:00 – 11:30 a.m. Hotel Checkout (See front desk for extended checkout time)

 

 

Credit unions continue to face an ever-changing environment in the corporate credit union system regarding write-downs, capital investment and regulatory issues. NCUA Chairman Debbie Matz and Mid-Atlantic Corporate FCU CEO Jay Murray will present different perspectives of the corporate system and interact

with participants in an update of latest developments and discussion of best practices for credit unions.

 

Jay Murray joined Mid-Atlantic Corporate in 1991. In August 2008 he was appointed President and Chief Executive Officer. Previously, he held various positions within Mid-Atlantic including Corporate Account Manager, Vice President of Member Services and Senior Vice President and Chief Operating Officer. Jay serves as a Board member for the Impel Consulting Group, L.L.C., a credit union consulting company, and for MY CU Services, L.L.C., Mid-Atlantic’s electronic bill payment company.

 

 

When did credit union members become older than the average American? Despite hours of free national exposure and many financial experts recommending credit unions, the age of members continues to grow older. In this session, we will explore the numbers and delve into how to reverse this trend.

 

Kerri is an award-winning marketing and business development professional. With a financial career spanning over two decades, she has a broad range of experience in many areas of operations,

management and marketing. She is a sought-after speaker on the topics of marketing and advertising. She has also provided technical assistance to institutions in Grenada, Nevis and St. Kits, Malawi, Latvia, Lithuania, and Philippines.

 

 

The Bank Secrecy Act is here to stay. This is the opportunity to complete your annual BSA training and attend a session specifically geared toward volunteers. In this session, you’ll review only what you need to know as a volunteer and have the opportunity to ask questions and get straight answers in easy-to-understand terms. Testing and certificates are included with this session.

 

Andre Lucas (CUCE, BSACS) consults with affiliated credit unions on operational issues, policies and procedure development, and federal and state compliance issues. He provides Bank Secrecy Act (BSA)

and Collections training, and conducts on-site BSA testing/reviews for affiliated credit unions. His credit union career began in 1984, serving at Pentagon and Commonwealth One FCUs. He was the first chairman

of the Capital Area Collection Managers Roundtable.

 

 

Boards and committees need to be aware of timely topics targeted to volunteers, including legislative, regulatory compliance, governance, and succession planning. Learn some of the best ways to be effective both individually and collectively from a panel of local credit union board members.

 

Dave Gilbert provides a distinguished background in service to credit unions. He has served as a member of the Board of Directors for APG (Aberdeen Proving Ground) FCU for over 30 years, 14 as chairman. He is currently an elected Director for Region II of the National Association of Federal Credit Unions and has lobbied for important changes to federal laws and regulations. He also serves as a member of MDDCCUA’s Board of Directors and its Governmental Affairs Committee. He is consultant to executives and has been an invited speaker at many state credit union league annual meetings and other CU-industry events. He is an active leader in the National Association of Credit Union Chairmen and a charter member of the MD & DC Chairman’s Forum.
 

 

Tom entered the credit union movement in 1999 as Director of Executive Development for the Credit Union National Association (CUNA.)  His programs included the Leadership Development Institute, Executive Boot Camp, World-Class Customer Service Executive Institute, Community Development Credit Union Institute, and Certified Executive Program.  For a period of seven years, he was also Director of CUNA’s Management School.  During his tenure at CUNA, Tom was routinely a featured speaker at numerous national events. Prior to CUNA, Tom spent over eighteen years in higher education performing as administrator and faculty member. 

 

  

 

 

Reservations: For room reservations and details, please use the hotel room reservation form. When making reservations, be sure to request the special “Delaware/Maryland/DC Credit Union” group rates. Reservation phone number is 800.638.2100.

 

Extended Group Rates: The convention room rates will apply two days before and two days after the conference dates. Therefore, you might want to come early & stay late to shop, sightsee, golf, etc.

 

 General information

Conference Registration Form