General Sessions, Breakouts, Forums, Networking
Unique Motivation for Unique Students
Sean Ardoin - Kreole Rock and Soul Artist & Educator
We bring the streets of New Orleans into the hotel and on stage with Sean Ardoin, our conference opener.
The Convergence of Ecosystems, Emerging Demographics and Higher Education
Jim Fong - Director, University Professional and Continuing Education Association (UPCEA)
Growth industries have been historically built off the strengths of a country’s citizens and its education system. Over the past two decades, the U.S. has been fueled by a shift to a service and high tech economy, in conjunction with the growth of the Internet and mobile technologies. Higher education was able to serve as a catalyst for much of this growth, but new economy is quicker and more creative and potentially becoming less dependent on colleges and universities. Advances in technologies, such as robotics and artificial intelligence coupled with a distinctly different demographic will force higher education to adapt in new and challenging ways. This session examines the convergence of many market forces to better prepare the credit union leader with the new needs of higher education and its new student, the iGeneration.
Financial Markets - Insights For 2020
Peter Ricchiuti - Business Professor at Tulane University
The economy is inherently cyclical. While these cycles don’t necessarily repeat themselves, they usually rhyme. “The financial markets often foretell what’s ahead for the economy. This can illuminate opportunities and serve as valuable storm warnings for business leaders. A lot of this runs counter to what people are commonly hearing in the media. Attendees will learn the outlook for the deficit and interest rates; the outlook for energy prices; what to expect from politics moving forward and how all this impacts their credit union. While in New Orleans we have invited Tulane University’s Peter Ricchiuti (Ri-Chooty) back once again! From Jackson Hole to Jupiter, Peter has addressed more than 1100 groups around the world. He has been featured in BARRON’S, Kiplinger’s, The New York Times and The Wall Street Journal. He also hosts a popular weekly business show on National Public Radio in New Orleans called “Out To Lunch.”
Up Close with The Campus Agency ~ University & College CUs
Chris Nyland, Chief Operating Officer, The Campus Agency
The Campus Agency of Boston, currently one of the top campus insiders. Their new wave, innovative approach is this: College students know college students better than anyone else. Chris shares The Campus Agency's capabilities and success stories in helping top brands including Google, YouTube, The New York Times, Grubhub, Nordstrom, Pepsi, Dockers, and Groupon to make lasting impressions with college consumers on campuses nationwide. CU leaders serving colleges and universities have a unique opportunity for up close dialog with Chris, exploring... How to stay relevant with college students, create a value proposition, and drive new student accounts in a competitive landscape of personal banking. Once they are students, how do you build upon your relationship and create strong customer/bank connections that will last beyond the 4 years of school and for a lifetime.
Develop a Classroom of Biz Kid$
Danielle Brown, National Program Director, CUDE
The average high school student lacks the basic skills to manage personal finances. Discover how to make a lasting change in young people's lives using the award-winning Biz Kid$ program. Financed by America’s Credit Unions and broadcast on PBS stations to more than 108 million households, the Emmy-winning Biz Kid$ television show incorporates teaching methods and strategies to positively impact attitudes and behavior and minimize the risks of financial problems later in life. Learn how to engage students and help them develop life skills in saving, budgeting, investing, and giving back to the community. This session will introduce attendees to the resources of Biz Kid$ and give them global strategies for using Biz Kid$ in the classroom to change the financial future of the next generation.
Internet of Things - Your Next Security Breach
Jim Stickley - CEO Stickely on Security
In this session Stickley will discuss new ways in which criminals are targeting organizations beyond normal desktop attacks. With a shift in focus to IoT devices, this session will highlight risks that until now have been overlooked by most organizations. As usual, Stickley with demonstrate real world examples, showing how everyday products in your home and office are providing criminals new opportunities to compromise not only IoT devices but also employee PC's as well. Attendees of this session will see the future of hacking before it makes main stream media and learn important information to help protect against these coming attacks.
Jim Stickley is a cybersecurity expert with over 20 years in the industry. He is a published author and a frequent guest on NBC’s Today Show. Stickley can be seen throughout the United States and other countries where he speaks at corporate events and security related conferences.
How Education Happens at BECU
Debbie Wege - Cooperative Community Advocate, BECU
In 1935, new employees for The Boeing Company were required to purchase their own tools before they could start work. This was the height of the Great Depression. Finding money to buy tools was an insurmountable burden for many prospective employees. A Boeing employee, William Dodge, read an article in Readers Digest about the difference that credit unions were making across the world. Inspired, Dodge got a group of Boeing employees to talk about starting their own credit union.
That was then. Today BECU is over 1 million members and assets tipping $18 billion. Here to tell the BECU success strategy is Debbie Wege, Cooperative Community Advocate. Debbie highlights for attendees BECU's education and community programs and discusses how school and university credit unions are well positioned to leverage relationships with educators, students and the community to ignite growth. Flaunting the Huskies purple and gold!
Gen Z is Here. Is your Credit Union Ready?
Connor Blakely, Youth Entrepreneur & Gen Z Expert
Generation Z is comprised of those aged 23 and younger and influencing nearly $150 billion in discretionary spending. Growing up in a post digital world has made Gen Z more marketing-savvy and more selective with their brand affinities than previous generations. Helping old people better understand young people, Connor Blakely tells how brands can more authentically connect and engage Gen Z, along with the big mistakes brands make with Gen Z. At 14 years old, Connor founded YouthLogic, which was recently acquired by The Campus Agency, where he now serves as the Chief Marketing Officer. Connor is a popular speaker, consultant, and featured in publications like Forbes, Inc., Entrepreneur, and many others as the voice of Gen Z.
Create Your Own Flight Plan Closing Keynote
Dave Sanderson - Inspirational survivor, speaker and author
When US Airways Flight 1549, or “The Miracle on the Hudson” ditched into the Hudson River on January 15, 2009, Dave Sanderson not only survived the “crash” but also started to realize that the moments that made up his life prepared him for what was about to happen. In this stirring presentation, Sanderson reveals the inner strength it took to make it through the day, and how you can grow from challenges throughout your personal and business life and how resiliency, leadership, and state management can help you not only overcome any obstacle but grow and thrive!
Of Course We Offer Student Loans ~ We're an Education CU !
Jim Holt, Chief Development Officer / SVP
Jim Holt with Student Choice has a pulse on the student loan market, designing programs and delivery for credit unions to successfully break into the the private student loan market. Jim brings his experience and insight to this session to help school and university credit unions leaders understand today's market to best serve students and parents. In New Orleans Jim will cover the hot issues such as student loan refinance and the emergence of FinTech players. Attendees will learn what to expect in the coming decade and opportunities for credit unions serving schools, universities and students, of which student loans are a natural fit.
Mary Lueneburg, Chair
Cheryl Kothe, Vice Chair
Reality Fairs - Educators Credit Union Shares Their Success
CEO Linda Hoover, and her team at Educators Credit Union in Wisconsin has been offering a Reality Check Day program to local schools for over a decade. The program attempts to simulate adulthood so high school students becoming adults will understand the concept of planning a budget and paying for the cost of living. There's a App for That! To better simulate today's digital lifestyles,Educators enhanced the events with the Bite of Reality App, modernizing the experience for students while improving productivity for credit unions. Attendees will learn how to implement and organize a successful event, learn pitfalls, tour the Bite of Reality App to see the features and benefits of the app.
The Hidden Risk of The Auto Lending Boom
Karim Habib, Director of Lending Solutions, CUNA Mutual Group
While credit unions are enjoying the recent surge in auto lending, digging deeper into the numbers reveals some potentially troubling trends. During this enlightening session, you’ll gain insights into why your most loyal members may be vulnerable, why you’re not marketing as effectively as you think, and steps to take to strengthen your member relationships.
Karim Habib is Director of Lending Solutions with CUNA Mutual Group. In this role he is responsible for providing leadership and specialized knowledge of the Lender Development Program (LDP) and is responsible for a team of Sales Managers and Lending Protection Managers who deliver lending expertise, coaching, sales training, financial industry insights and Channel Optimization to credit Unions.
Schools, University and Community: A Vision for Growth
Dan Spence, Business Development Manager, Visions FCU
What started as an IBM credit union, Visions FCU headquartered in Upstate New York has evolved into a well-known, three state credit union. Visions sees the value of educating our future leaders through in-school and on campus branches. With 7 student-run branches and their new high tech student branch on the campus of Binghamton University, Visions is all in. Dan Spence, Business Development Manager tells us how and why this credit union has gone to great lengths to serve K-12, their strategies to serve the University population, and how enthusiasm starts at the top. Dan will showcase examples of how credit unions of any size can make a big difference, whether it’s gift cards or free concert tickets for students at Binghamton University, Visions FCU gives the community reasons to shout #ThanksVisions and #VisionsRocks!”
Open Forums & Discussions
School & University Credit Unions ~ Issues that Matter
Higher Ed Expert - Continue the Conversation
What is the Impact on Education Credit Unions ?
Following his general session talk on the trends in higher education, Jim Fong will lead round table discussions for University Credit Unions and Credit Unions by Assets (small, medium, large). Here credit unions will have an opportunity to continue the conversation to discuss the education industry insights, what it means to the credit union, and how to best position the credit union for opportunity to serve education SEGs and students.
University & College CU Forum
Dan Berry, CEO of Duke Credit Union will lead this open and casual forum bringing together the leaders of university and college credit unions. Expect engaging dialog covering an array of topics such as: on-campus branches, recruiting students, reaching and retaining alumni, university relations, international students, and more! Here's a great opportunity to build relationships then stay connected long after the conference ends!
K-12 School Credit Union Forum
Louisiana Credit Union League's Susie Fair will facilitate this forum to identify and tackle the issues that impact school credit unions. Student-run branches, banking days, teacher resources, reality fairs, scholarships, and more. Expect to hear great ideas, discuss challenges and make lasting connections with peers.
EduCU Director & Volunteer Forum
Debbie Wege of BECU will bring her broad background and experience to lead directors and volunteers in engaging discussion covering topics of the group's choice. Here's
where volunteers of school and university credit unions have an opportunity to see how other volunteer leaders from across the nation and across assets sizes function. Attendees will explore ideas, and hear successes from their peers serving as volunteer leaders.
Pre-Conference Sessions Presented by Louisiana Credit Union League
Education Credit Union Peer-to-Peer Analysis - New for 2019!!
Susie Fair, CCUE, CMS, Senior Vice President of Credit Union Support
Expect an informative and lively discussion that examines education niche credit unions across the nation and how we stack up against the broader population. Utilizing the powerful financial analysis software for credit unions, Susie presents Callaha
n & Associates' Peer-to-Peer assessment and analysis for education credit unions, conference credit unions and individual assessments for each credit union. Susie will facilitate an engaging discussion with CEO's, management and financial minded volunteers to explore areas of strength and opportunities unique to our credit unions serving schools, universities, and those with the strategic focus of education.
Pre-Conference Sessions: Director's Essentials
The conference gets started early Monday with essentials 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
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.
Bank Secrecy Act (BSA) Compliance Training for Volunteers
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.
Giving Back to Students in New Orleans
Once again we have invited the local JA Student Ambassadors of to our Welcome Reception to raise funds and awareness.
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
ECUC offers 13 CPE credits in Business Management and Organization for the 46th Annual ECUC Conference in New Orleans. No advance preparation is required. For more information regarding administrative policies, such as complaint and refund, please contact ECUC at (855) 888-5851 or firstname.lastname@example.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 email@example.com.
It's Networking & Connecting in NOLA