"Are You All In" with Joe Lombardi 

With a name like Lombardi it has to be football. Grandson of the legendary Vince Lombardi, whose Green Bay Packers won five NFL titles, and with a football resume of his own, Joe brings his profound insights from the football field to the stage. He’ll rally the audience with his approach to effective leadership and coaching, successful teamwork at all levels, and the power of motivating and inspiring individuals.  (Closing Keynote, Wednesday)  

"The HERO Effect - Being your best when the game is on the line"

Kevin Brown - VP of Marketing, SERVPRO

The conference kicks off Monday afternoon with energy and excitement powered by Kevin Brown, VP of Marketing at SERVPRO. Using his street-wise aptitude and a never quit attitude, Kevin worked his way from the front lines in business to the executive boardroom of SERVPRO, the international company that is ranked in the top ten of all franchisers and #1 in the restoration industry. Gear up to learn from Kevin’s story- how to overcome adversity, rebounding from tragedy, use unconventional thinking to grow your business, and to build extraordinary teams to do the same. Kevin entertains, inspires and challenges people to show up every day and make a positive difference at work and in life! (Monday Afternoon)


"The Economic Outlook for 2018"
Anirban Basu - Chairman & CEO, Sage Policy Group

Anirban Basu, Chairman & CEO of the Sage Policy Group in Baltimore will bring a fresh perspective on the current economy and a glimpse what to expect in 2018 and beyond. Learn the latest on the jobs, interest rates, inflation, regional highlights- and what all this means to credit unions.

Earning degrees at Georgetown University and Harvard, Mr. Basu currently lectures at Johns Hopkins University in Global Strategy and hosts a local Baltimore radio show. He has served on many boards over time, including the Baltimore City Public School System and the Baltimore School for the Arts. He is currently on the boards of St. Mary’s College, the University System of Maryland Foundation, the Center for Emerging Media and the Archdiocese of Baltimore School System, bringing a deep understanding of educational systems, relating well to our education credit union audience. (Tuesday Morning)



"We Are Better Together"
Richard "Dick" Ensweiler - President / CEO, Cornerstone Credit Union League 

Richard “Dick” Ensweiler, is a tireless advocate for credit unions even after retiring as President/CEO of the Cornerstone Credit Union League in April. As a visionary leader, he has received countless awards and recognition for his work as a champion of innovation and collaboration both in the U.S. and internationally. Most recently, Dick was honored with the proclamation that the new America’s Credit Union Museum Library will be named the Richard L. “Dick” Ensweiler Research Library. Sharing his experience and wisdom, be inspired and invigorated as Ensweiler speaks to the next generation of credit unions leaders and encourages the continued advancement of the cooperative spirit, a characteristic which has been at the essence of our movement’s success since the 1930’s. (Tuesday Morning)


"The Culture of Innovation - Building What's Next"
Jennifer Diffenderfer - Solutions Architect, Google

As a company, Google is often known as much for innovation as it is for search. But, this notion goes well beyond bringing new products to consumers or developing advanced product features. At Google, the culture of innovation permeates everything they do. Jennifer reveals how, at Google, innovation constitutes a holistic environment, and looks at some of the profoundly innovative advancements the cloud and machine learning offer. Discover how credit unions can leverage the business acumens of Google to surpass productivity and reach new heights. (Wednesday Morning)

Breakout Sessions - Hot Topics, Industry Experts

"Brace for Massive Change in Payments Technology"
Kenton Potterton - VP of Solutions Consulting, PSCU

New payment technologies seem to emerge on a daily basis. What risks do these changes bring about…why and how should your credit union respond? This interactive session presented by PSCU’s Kenton Potterton will focus on some of the new developments and outline practical actions your credit union can take away and implement.
 Kenton is the VP of Solutions Consulting for PSCU where he and his team are responsible for providing subject-matter expertise across all of PSCU’s lines of business. Additionally, Kenton created the Innovation Team at PSCU and led the Product Development teams for Credit, Debit, ATM and Prepaid cards as well as the Loyalty solutions. 


"The Unique Footprint of Emerging Risks"
Doralee McNeary - Consultant in Compliance Solutions, CUNA Mutual Group

 Download handout 1# here and handout #2 here

Just when you thought your credit union was covered - a variety of losses and new exposures appear on the horizon. Doralee McNeary, consultant in Compliance Solutions leads this entertaining and engaging session sharing real life stories in credit unions. Learn about the unique footprint of emerging risks – including some related to litigation, compliance, and operations – and gain relevant strategies and practices that can help you minimize the impact of these biggest risk red flags.   

"Lift the Hood - See What's Driving Auto Lending"
Eric Wikander - President of IWS Acquisition Corporation 

Dive into the trends we are seeing in the auto market -looking at recent history, future expectations, and the disruptors not foreseen by the experts in 2017. Eric Wikander, President of IWS Acquisition Corporation provides a unique perspective on the business including a look at what consumers and demographics are buying; how they are financing their wheels; and how credit unions can be best positioned to retain and grow market share. 


 "Leap Forward - Innovative Thinking for EduCUs"
Denise Wymore - Author and Innovation Guru, 6th Story

 Download handout here

Innovation happens at the intersection where business problems and challenges meet creative thinking. Denise Wymore, author and innovation guru walks you through the 4 Levels of Innovation and shows how CUs are creating new value propositions and how every educator credit union, regardless of size can apply innovative thinking to leap forward and thrive.


"Becoming $100 Million - Small CU Forum"
Kathryn Baxter- Training Coordinator, NCUA's Office of Small Credit Union Initiatives

 Download handout here

All of our school and university credit union started out small - but in today’s world of high tech and full service, small credit unions are challenged with doing it all with far fewer resources than those that crossed the $100 million threshold in earlier times. Kathryn Baxter, Training Coordinator for the NCUA’s Office of Small Credit Union Initiatives will lead this lively discussion exploring advantages of being small, capitalizing on education SEGS, and resources to overcome challenges. 


Katie Bowman

"Love Your Educators And Students: Here's How We Do It At Central Florida Educators FCU"
Eleshia Kalish - High School Branches Manager & Katie Bowman - Community Relationship Manager 

 Download handout here

CFE FCU was founded in 1937 as Orange County Teacher's Federal Credit Union when twenty-three dedicated educators made history as the credit union's charter members. Today CFE is one of the largest Central Florida credit unions with more than $1.6 billion in assets and approximately 140.000 members - and growing! Eleshia Kalish, High School Branches Manager and Katie Bowman, Community Relationship Manager will present CFE's initiatives, programs and services for their educators and students, and share their successes and challenges. | www.mycfe.com

Director’s Essentials  Pre-Conference Sessions on Monday morning

It was a hit last year so back again in 2018, 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

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
Joanne Todd - CEO, Northeast Family FCU 

 Download handout here

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.   




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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