Speaker Presentations & Handouts    

 

   Handouts (if available) are noted next to individual presenters, please scroll down   


 

"Build Your Winning Team" with John McGuire, Former Navy SEAL 
Closing Keynote

A survivor who'd been figuring things out on his own, John became a member of the most elite military program in the world, serving 10 years as a U.S. Navy SEAL and Sniper Instructor.

John will inspires our audiences with his remarkable stories and profound insights from his life experiences revealing his principles of teamwork and leadership.  Attendees will learn how to overcome adversity, be a better leader, and how to build a winning team.

  


 "Strategic MVP: Cultivate Greatness in a Turbulent Industry"
Brandi Stankovic - Change Expert, Author, Credit Union Insider

Understanding what motivates and drives your team will help you engage them in your strategic initiatives. Credit unions and organizations must develop executives to be more flexible, imaginative, and accountable in order to capitalize on their intellectual and creative capacity!  As a MVP leader you must exemplify the culture you expect and model the way. 

Brandi will explain how to cultivate creative leaders, retain talented team members by helping them achieve their goals, support a company culture that promotes professional growth, influence others and build relationships and lead for long-term results.


 

 

"Future Forum Q&A"
Bob Trunzo - President / CEO

Bob Trunzo, CEO and president of CUNA Mutual Group, will join Chris Conway, ECUC Chairman on stage for a lively Q&A discussion on industry trends, ever-changing consumer preferences and financial services disruptors. Bob will share how CUNA Mutual is designing its strategy and making investments to partner with credit unions to meet each of these head-on to fuel mutual growth and to provide a great experience for your members.

 

 

 


"Class of 2020 - From learning to work to working to learn."
Heather McGowan - Strategic architect, author, Fortune 500 consultant, speaker

 Download handout here!

The year 2020, long held as the inflection point tipping towards the new economy, is here. The graduating class of 2020 started this fall. Are you ready for what's to come?   

Heather McGowan prepares educators and business leaders to most effectively react to rapid and disruptive changes in education, work, and society. She is the architect of the Kanbar College of Design, Engineering, and Commerce at Philadelphia University - the first undergraduate college explicitly focused on innovation. She assists corporate executives in rethinking their business models, teams, and organizational structures to become resilient in changing markets. Her corporate clients range from start-ups to publicly traded, Fortune 500 companies, including Autodesk and BD Medical. She is the co-author and co-editor of the book Disrupt Together: How Teams Consistently Innovate. McGowan speaks internationally on the future of work and the future of learning.

 


 

"The Economy Under the New President"
Nick Perna - Yale University Department of Economics & Perna Associate

 Download handout here!

Just after Inauguration Day, early February will be perfect timing for a lively discussion on the new leadership in America.  Credit union attendees will walk away with insight on the U.S. jobs front, an understanding of inflation for the future, and explore the likely path of interest rates.

 

  

 

 


"Virtual is Vital"
Gary J. Perez - President / CEO USC Credit Union

 Download handout here!

Gary J. Perez, President/CEO of USC Credit Union in Los Angeles shares his credit union’s strategic approach to the virtual branch, including the structure and staffing, along with service and growth metrics, making this the CU's largest branch, outpacing all other brick and mortar branches!  Gary will explore "the credit union of the future"  with an emphasis on merging technology into the lending process, along with sharing his analysis of FinTech.  

 

 


"On A Mission... Yours" Mission Fed's Learnings in the Educational Ecosystem
Neville Billimoria  - SVP Membership / Marketing & Chief Advocacy Officer Mission FCU

 Download handout here!
Strengthen both your financial performance and social purpose with best principles and practices from the largest, locally based credit union exclusively serving San Diego County, and see what might work for your credit union and educational and community partners. Gain ideas from programs that leverage strategic partnerships and innovative programs to drive member growth and impact the larger community, based on programs that helped Mission Fed cross and its members reach the $3B in assets and 200,000 member milestones. 

 

Peer to Peer Forums - Network, Connect, Share



“Saturday Networking Lunch”

    Here's where leaders from schools and university credit unions meet and exchange with others from similar leadership positions... Networking over lunch! 
      • VIP Lunch for CEO 
      • Director & Volunteer's Lunch
      • EduCU Professional's Lunch (VPs of Marketing, Ops, Lending, etc.)  


"University CU On-Campus:   P2P Best Practices"

   Download handout here!     University CU - Best Practices


University credit unions come together to collaborate and share their best successes on campus. This lively and engaging forum will highlight campus branches, programs, sponsorship, and the latest creative ideas in place by university and college credit unions. Participants will explore best practices; obstacles/challenges; exchange ideas; make connections; and walk away with a list of opportunities to implement at their own credit union. Facilitated by Patricia Brownell Sterner

 

"University & College CU Forum: Issues That Matter"

   Download handout here!    Issues that Matter - Notes

This annual forum is a hit, and back again this year. It’s a prime opportunity for participants to identify and discuss the burning issues impacting university and college credit unions. Attendees will learn the national issues and explore challenges and solutions with like-minded credit union leaders. Facilitated by Patricia Brownell Sterner

"In-School Programs:   P2P Best Practices"

  Download handout here!      In-School Best Practices

School credit unions exchange their most successful elementary, middle and high school programs. In-school branches, savings programs, financial literacy curriculum, and student run branches are a sampling of what to expect as part of this energizing forum. Participants will discover and share best practices with peer credit unions; discuss obstacles and challenges associated with programs; make peer connections; and walk away with a list of opportunities to implement at home.  Facilitated by Patricia Brownell Sterner  


 

Patricia Brownell Sterner, Facilitator 

Respected in the credit union community with significant experience working with credit unions and cooperatives,  Pat will facilitate these engaging forums, with pre work to capture ideas for discussion and post follow-up and summary for maximum takeaways.  Pat is the Principal and CEO of JFB & Associates, a consulting firm providing services for cooperatives, non-profits and foundations.   Pat has an undergraduate degree from the University of Virginia and a graduate degree from the George Washington University. 

Breakout Sessions - Hot Topics, Industry Experts


"Give Charitably with CDA"
John Moreno - Exec Benefits Specialist       Download handout here!


Many credit unions make charitable donations as part of their “people helping people” philosophy.  Learn how the Charitable Donation Account (CDA) can help improve your donation activity, as well as potentially return additional income to the credit union!  You’ll hear how $3 billion dollar education-based University of Iowa Community Credit Union has put newfound returns towards both their donations and the bottom line, through higher yielding investment opportunities approved by the NCUA. 

 


"The Millionaire's Club - How to Get Schools to Come Knocking Down Your Door"
Kyle Swisher III - Executive Director of the Credit Union Foundation MD/CD

 Download handout here!

The “Millionaire’s Club” is an innovative full-featured, turn-key high school level financial literacy program developed by and for credit unions. Hear from the originator of the Club and successful credit union participant testimonials, sharing how the educator-friendly program opens doors and allows them to partner with schools in their community, eager to use the Club to prepare students for financial success. Credit union attendees will learn the club successes along with how to launch a club with local schools.

 

 

 


 

"Courtesy Pay at a Tipping Point "
Cheryl Lawson - Executive VP of Compliance Review, JMFA

 Download handout here!

The CFPB is considering new regulations aimed at identifying overly aggressive overdraft fees and programs. What’s more, a small but growing number of CUs are being sued over overdraft services. Cheryl Lawson of JMFA, the industry’s sought-after authority for compliance issues related to overdraft programs. will explore the past, present and best guess for the future of courtesy pay, the potential threats and challenges, along with ideas of how credit unions can be the good guy.  Cheryl’s impressive background includes more than 30 years of experience in global information technology and financial operations, as well as consulting, communications, training and project management.   

 


 

"Bitcoin: Digital Dollars or Counterfeit Currency- No Vault Needed"
Steve Stasiukonis - President of Secure Network Technologies 

It's like money, but not country backed… it’s anonymous, highly controversial, and becoming popular across the planet. Bringing Bitcoin out of the shadows, this session is an eye opener for any credit unions as the history, the uses, and the dangers of Bitcoin are explored. Attendees will learn all this and how the DarkWeb utilizes Bitcoin for the purchase of anything like cars, homes, drugs and other illegal things.

"Hash Tags to Security Holds - Caution for Marketers & VP's of Engagement"
Steve Stasiukonis - President of Secure Technologies

The activity of wall posts, tweets and videos by and between employees may reveal important company information or even security flaws that allow hackers to defeat the controls of a financial institution. Attendees will learn how digital activity can be used to compromise the security controls of the credit union. Within the hour of this presentation, learn how to steal an identity, defeat the perimeter controls of a network and then ultimately gain physical access to the facility, ouch!

Director’s Essentials

It was a hit last year so back again in 2017, this track is ideal for new volunteers and for all directors to meet NCUA’s annual requirements. Attend one or both sessions; receive a certificate of attendance and completion after the conference!


Financial Literacy for Directors & Volunteers 
Nancy Williamson, CEO ServU Credit Union

 Download handout here!

What better way to learn our business than from a CEO who is also a college instructor!  Get the knowledge you need to understand your credit union’s financial condition and satisfy NCUA Regulation 701.4 (b)(3).  You will learn about the credit union’s financial statements, along with the basics knowledge of key ratios, profit and capital, trend analysis, risk management, and asset/liability management.   

Nancy became CEO for ServU Credit Union at the age of 25 and has continued to lead the credit union for over 40 years.   When she was hired in 1973 the Credit Union’s assets totaled $500,000 with only two part time employees, serving members of the local school district.   Today the Credit Union has expanded to over $280 million in assets with 115 employees and seven branch offices across several counties in Upstate New York.    

 

Bank Secrecy Act (BSA) Compliance Training for Volunteers   Download handout

Joanne Todd, CEO Northeast Family FCU / ECUC Board Member

Examiners are looking for this training…volunteers need to be familiar with BSA requirements.  Attendees will walk through an overview and historical background of BSA and learn the specifics every board must actively keep up with, such as BSA policy, risk assessment, ongoing training, and Suspicious Activity Report filings. 

 

 

 

 


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ECUC 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 the 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.learningmarket.org 

You can earn 10 group-live CPE credit hours for the 44th Annual ECUC Conference in San Diego. No advance preparation is required. For more information regarding administrative policies, such as complaint and refund, please contact ECUC at (855) 888-5851 or info@ecuc.org. For those interested in applying for CPE for this conference please register at the time of conference registration.  For more information visit www.ecuc.org or email at info@ecuc.org. 






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