Defining and Refining Our IT Factor

August 14-16 | Omni Hotel | Louisville, ky

Kentucky credit unions have the IT factor!

We're taking Kentucky Credit Unions to the next level by defining and refining our "IT" factor.

Vision 2023 – the League’s Annual Meeting and Convention features a comprehensive agenda on top-of-mind issues, the Members’ Business Meeting, a TopGolf Contest, an awards banquet, entertainment, and an extensive showcase of business partners and exhibitors.

Whether you are a credit union professional or volunteer, from a small or large credit union, you will find useful information geared towards your needs.

Agenda

Monday, August 14

9:00 a.m.

1:00 p.m. - 4:00 p.m.

3:00 p.m. - 6:00 p.m.

7:00 p.m. - 10:00 p.m.

League Board Meeting

TopGolf Outing

Registration Open

Awards Banquet

Tuesday, August 15

7:30 a.m. - 8:45 a.m.

9:00 a.m. - 9:15 a.m.

9:15 a.m. - 10:15 a.m.

10:15 a.m. - 10:30 a.m.

10:30 a.m. - 11:25 a.m.

11:30 a.m. - 1:00 p.m.

1:00 p.m. - 2:00 p.m.

2:00 p.m. - 3:00 p.m.

3:00 p.m. - 5:00 p.m.

7:00 p.m. - 10:00 p.m.

Breakfast in the Exhibit Hall

Welcome

Opening Keynote

Morning Break

General Session

Exhibit Hall Grand Opening & Lunch

General Session

Exhibit Hall Happy Hour

Dinner & Entertainment

Wednesday, August 16

8:00 a.m. - 10:00 a.m.

10:00 a.m. - 10:15 a.m.

10:15 a.m. - 11:00 a.m.

11:00 a.m. - 12:00 p.m.

12:00 p.m. - 1:30 p.m.

1:30 p.m.

Governmental Affairs Breakfast & Keynote

Morning Break

Members' Business Meeting

Concurrent Sessions

Closing Keynote Lunch

Grand Prize & Conference Close

Sessions

Opening Keynote: The Intangible IT

Jack’s longest-standing keynote, The Intangible It, examines the “it” quality movie stars possess that you can’t quite put your finger on… or can you? By sharing humorous and humbling tales of his Tinseltown adventures, Jack breaks down the “it” factor that makes certain actors superstars and shares how you can use those lessons to go from a small player to a star in your profession.

You will hear about:

The Gift: Learn to channel your inner-Clooney by making everyone you encounter feel like the most important person in the room.

The Shift: Instead of being afraid of change, learn how to make small adjustments to have a long-lasting Tom Hanks-ian career.

The Connect: Discover how you can become more memorable to others by wearing a Dolly Parton tee shirt. Yes, you read that right.

Jack Stahlmann

Jack Stahlmann’s informative and educational presentations are built around his experiences in Los Angeles as an actor, producer, director — and of course, a waiter.

In Hollywood, he launched his own production company which created several films that enjoyed international success and was an Assistant Director for the Margaret Cho stand-up show, Cho Revolution.

As an actor, his shining moment came in a co-star role on the CBS drama Cold Case, where he played a wimpy park ranger. He also appeared on Days of Our Lives and several commercials.

Jack graduated with honors at DePauw University and has been a regular contributor to The Huffington Post. He currently resides in St. Paul, Minnesota.

U.S. Economic Outlook & its Impact on CUs

The U.S. economy is experiencing historic demand and supply shocks leading to the highest inflation in 40 years. The Federal Reserve has raised interest rates at the fastest pace in 40 years. What will higher interest rates do to the economy in 2023 and beyond? Are fundamental changes in the jobs market apt to cause long-term labor shortages and wage pressures? Explore the possible paths of the economy and what impact it will have on credit union balance sheets and income statements for the next two years.

Steve rick

Steve Rick is a director and the chief economist for TruStage in Madison, Wisconsin.

His primary responsibilities include conducting strategic research, analysis, and forecasting of the financial services industry with special emphasis on the consumer and credit union markets.

Rick’s forecasts serve as a starting point for the strategic planning process and help to create a clear understanding of the underlying trends and links between the general economy, the financial services industry, and TruStage’s policy owners.

Micro Money Management vs. Macro Money Management

Co-op Solutions has performed extensive research on financial institutions and consumers with EY and Mastercard, focusing on the gap that exists between the everyday spending of consumers and their long-term financial goals. This session will focus on the results of that research, to help attendees better understand the psychology behind consumer spending and saving, and to better help their customers manage both their daily and long-term financial lives.

Three Key Takeaways:

Learn the results of extensive research on financial institutions and consumers performed by Co-op Solutions with EY and Mastercard, focusing on the gap that exists between the everyday spending of consumers and their long-term financial goals (“Micro Money Management” vs. "Macro Money Management").
Learn the challenges to both consumers and institutions presented by the availability of payments technology, creating a disconnect for consumers between their immediate money management and long-term spending.
The research results will help attendees better understand the psychology behind consumer spending and savings, and to better their customers manage both their daily and long-term financial lives.

Jessica Heuer

Jessica Heuer is the Integrated Marketing Director of Co-op Solutions (www.coop.org), a provider of payments and financial technology to credit unions. She joined Co-op in September 2012, and she helps credit unions of all sizes grow by forming meaningful connections with their members. Heuer brings to this mission an array of marketing, event, communications, product and sales enablement experience.

The Future of Credit Unions – How to Remain Relevant for Growth

In today’s economic landscape, successful credit unions must find ways to become more relevant to consumers and their specific needs and wants as well as to businesses in the community. Creating a culture of creativity, innovation, and engagement is crucial to not only retain existing members but attract new members for long-term sustainability. Explore ways to become more relevant in today’s economic landscape to retain and attract more members!

HIGHLIGHTS

Explore key leadership strategies for growth and profitability
Identify ways to strengthen your brand to create greater relevance
Determine the right approach to build a culture of creativity, innovation, and engagement
Learn what you can do to attract and retain top talent
Understand how the 7 P’s impact the member experience and growth
Determine the best approach to attract and retain Millennials and Gen Zs
Explore ways to market and communicate what is real, relevant, and relatable to attract new members for growth

Celeste Cook

Celeste Cook is founder and President/CEO of cuStrategies LLC and has been serving credit unions for over ten years in her role.

Celeste’s expertise and training programs/schools in leadership, lending, collections, marketing/business development, and sales and service for credit unions have helped credit unions with assets ranging from $20 million to $2 billion. She brings her credit union expertise, experience, and proven strategies, which have fostered her credit union clients’ culture transformations as well as increases in membership growth, loan growth, and profitability.

Governmental Affairs Breakfast: CUNA/NAFCU Merger

CUNA Chair and League President Host Fireside Chat

Please join us on Wednesday, August 16th during the Governmental Affairs breakfast as Lisa Ginter, CUNA Chair and CEO of Community America CU and Debbie Painter discuss the “How,” “Why,” and “What’s Next” in the merger of our two national trade associations. We encourage you to join us and learn more about the future of one united voice and how harnessing the combined talent of both organizations will provide stronger, outstanding value to credit unions across the nation. Questions from the audience is encouraged.

Lisa Ginter

Chair, CommunityAmerica CU

Lenexa, KS

District At-Large, Class C

Term: February 2024

Lisa Ginter is a celebrated leader in Kansas City as both the CEO of CommunityAmerica Credit Union and an influential figure in the business, civic and philanthropic community.

Lisa has served in a leadership role at CommunityAmerica since she joined the organization in 1995. Since becoming CEO in 2015, Lisa grew the credit union from a $1.5 billion to a nearly $4 billion organization in just five years. With a mission to help members achieve financial peace of mind at every life stage, Lisa has inspired and advanced every division and line of business at CommunityAmerica. As the Official Banking Partner of the Kansas City Chiefs, and frequently named as Kansas City’s top Credit Union and ‘Best Place to Work,’ CommunityAmerica has become a powerhouse in Kansas City under Lisa’s leadership. She is also an advocate for credit unions on a national level, serving on the Executive Board of Directors for CUNA (the Credit Union National Association).

Closing Keynote: Turning Obstacles into Opportunities

Encountering obstacles in work and in life is inevitable. The key to overcoming them comes down to our ability to change our perspective and take action.

In this engaging keynote, you will discover a technique on how to adjust your attitude and perspective in the midst of adversity, learn a simple habit you can do daily to prevent burnout and understand the key to creating meaningful connections.

hoan do

Hoan Do is an award-winning inspirational speaker, author of Succeeding in the Real World, and city finalist in NBC’s hit show, American Ninja Warrior.

From an early age, Hoan was conscious of the sacrifices his parents had made in their escape to the United States during the Vietnam War- in pursuit of the American Dream. Feeling indebted to his parents for their courageous pursuit of a better life, Hoan vowed to ensure that one day, he would be able to take care of his parents. Hoan’s hard work took him to Malibu, California, where he attended Pepperdine University, fully engaging in the academic rigor and array of opportunities that the school offered.

With the tremendous pressure Hoan placed on himself, in addition to the stresses of demanding classes, extracurricular responsibilities, and important life decisions, Hoan found himself overwhelmed. His self-esteem reached an all-time low. He even contemplated suicide. Refusing to settle and give up on life, Hoan used this experience as a turning point to learn the practical skills that was necessary to succeed in school and in life.

After graduating from Pepperdine University, Hoan beat out candidates who were considerably older and vastly more experienced than him to work with the #1 personal development company in the world. As a national speaker and corporate trainer, Hoan conducted training sessions for distinguished audiences that included: 21, Bank of America, Honda, Toyota, UBS Financial, Chambers of Commerce, and the U.S. Army.

Hotel

omni louisville hotel

400 S 2nd Street

Louisville, KY 40202

room rate: $199

Reservation Deadline: July 14, 2023

reserve my room

Networking

TopGolf Outing

The outing includes a lunch buffet, beverage tickets, and three hours of games in the air-conditioned Topgolf open-air bays.

There’s no pressure to have a good golf swing or score a lot of points. It’s all about having fun.

When: Monday, August 14, 1pm-4pm

Attendee Cost: $85 (Player/Spectator)

Exhibitor Cost: $95 (Player/Spectator)

Awards Banquet

Kentucky’s credit unions do amazing things every day for their members and their communities.

Make plans to join us for dinner to recognize some of those achievements.

Plus, you may be able to help us solve a hilarious mystery afterward!

When: Monday, August 14, 7pm-10pm

Cost: $125 per person

Tuesday Night Dinner

As our annual convention comes to a close, we want to celebrate the last 89 years with a blast from the past.

Come dressed in your best 80s attire and we promise you will have a RADICAL time!

When: Tuesday, August 15, 7pm-10pm

Cost: $125 per person

Business Meeting

If you do not plan to attend the Annual Meeting & Conference but would like to attend the Wednesday morning Members’ Business Meeting ONLY, please complete the Business Meeting Registration form.

Business meeting registration only

Exhibit Hall

The Exhibit Hall showcases a variety of credit-union-specific products and services. Take advantage of this opportunity to investigate new products and meet with current suppliers.

view exhibit hall