ohio volunteer conference - credit union national...

Attendee Registration Volunteer Conference Full Attendee Registration $399

Volunteer Conference Multiple Attendee Registration $349

Small Credit Union Discount $199.50 (under $35M in assets) Only one discount applies.

Guest RegistrationPlease complete one form per registrant. Type or print all information. Photocopy for multiple registrations.

Guest Name______________________________________

Preferred Name on Badge____________________________

Guest Program $149 (Includes the Welcome Reception on Thursday, breakfast and lunch on Friday, and breakfast on Saturday.)

Total Enclosed $ _______________

Attendee InformationPlease complete one form per registrant. Type or print all information.

Photocopy for multiple registrations.

Legal Name _______________________________________________________________

Preferred Name on Badge ___________________________________________________

Title _____________________________________________________________________

CU Name _________________________________________________________________

CU Mailing Address _________________________________________________________

City ______________________________State_____________Zip__________________

CU Phone Number (______)_______________ Fax Number (______)_______________

Attendee E-mail _______________________________________________________________Important attendee/guest confirmation and program information will be sent electronically to the attendee e-mail address. If you would like an additional copy of the confirmation forwarded, please provide the contact email.

Contact information If CUNA requires more information, whom may we contact? This will help us in processing your registration more quickly.

Name:___________________________________________________________________

Email: ______________________________________ Phone (______)________________

Are you CUNA/League affiliated? Yes NoPlease note: Affiliation with CUNA/League is required for attendance, but limited exceptions may apply. Please contact CUNA prior to making travel arrangements to confirm eligibility.

Check here if you have any disability that requires special services. (describe below)

________________________________________________________________________________

In case of emergency, please contact (required):

Day contact name ___________________________ Phone (______)__________________

Night contact name __________________________ Phone (______)__________________Completion of this form shall signify authorization to assist the registrant in emergency situations and to use the information on the form, or otherwise provided by registrant, in such situations.

Payment Method (Payment must accompany registration form)

Enclosed is a check, made payable to CUNA, Inc.

Credit card (Fax to 608-231-4327)

Charge $____________________ to my Visa® MasterCard® American Express

Card account number ____________ / ____________ / ____________ / ____________

Expiration date __________________________________________________________

Print name as it appears on card _____________________________________________

Signature ______________________________________________________________

Please ACH debit my account for the amount indicated above as follows:

Depository Name_______________________________________________________

ABA #____________________ (9 digits) Account # __________________ (no G/L#s)

Signed: _________________________________________Date_______________________

If you do not receive confirmation within two weeks of registration, please call 800-356-9655, ext. 4400.

August 23-25, 2012 • Newark, OH

*In accordance with NACHA Operating Rules, I authorize CUNA, Inc to initiate a debit entry to the checking account at the depository institution named above for the purpose of collecting registration fees as indicated.

Ohio Volunteer ConferenceAugust 21-23, 2014 • Mount Sterling, OH

Excel in your role and exceed expectations

For a credit union volunteer, the know-how to make sound decisions at the local level — as well as the national — is an invaluable trait. Brush up on both at the Ohio Volunteer Conference, where you’ll find the crucial updates and insights to guide your credit union with confidence.

REGISTER ONLINE TODAY Ohio Credit Union League training.ohiocreditunions.org

Ohio Credit Union League

Brought to you By the PoWer of PartnershiP



Ohio Credit Union League

REGISTER ONLINE TODAYOhio Credit Union League training.ohiocreditunions.org

#32521


Ohio Credit Union LeagueOhio Volunteer Conference

MAIL Credit Union National Association PO Box 78546 Milwaukee, WI 53278-0546

FAx 608-231-4327

REGISTER ONLINEVisit training.ohiocreditunions.org

Brought to you By the PoWer of PartnershiPAugust 21-23, 2014 • Mount sterling, oH

*Schedule, topics and speakers are subject to change. View more topics and objectives online.


SChEDuLEThursday, August 21Noon-2:00 p.m. Registration2:00-2:15 p.m. Welcome, Paul Mercer,

President & CEO, Ohio Credit Union League

2:15-3:15 p.m. Find Your Credit union’s Love Story, Harriett May

3:15-3:30 p.m. Break3:30-4:30 p.m. Leading a Cooperative:

A Panel Discussion, Rod Kelsay5:30-6:30 p.m. Welcome Reception

Friday, August 227:45-8:30 a.m. Continental Breakfast8:30-9:45 a.m. Today’s Economy and the

Risks for Your Credit union, Mike Schenk

9:45-10:00 a.m. Break10:15-11:45 a.m. Facing Ethics: The Effect of

Behaviors on the Workplace, Ron Schmidt

11:45 a.m.-1:00 p.m. Group Lunch Provided1:00-2:15 p.m. Enterprise Risk Management

for the Board, Scott Hood2:30-4:00 p.m. Emerging Payments Trends,

CO-OP Financial Services

Saturday, August 237:45-8:30 a.m. Continental Breakfast8:30-9:45 a.m. Best Practices for Board/CEO

Relationships, Jim Kasch9:45-10:00 a.m. Break10:00-11:15 a.m. The Future is here: helping

Your Credit union Remain Relevant for Years to Come, Jim Kasch

11:15-11:30 a.m. Closing Announcements11:30 a.m. Adjourn

TOPICS & SESSION hIGhLIGhTS

Find Your Credit union’s Love StoryExplore the pathway of credit union philosophy from history to the present, looking forward to the future. Develop an understanding of the depth and breadth of opportunities for cooperative financial institutions in the future, with a philosophy that has met the test of time.

Leading a Cooperative: A Panel DiscussionThis session will explore the opportunities and challenges leading a cooperative presents and how some of your peers are navigating these waters to become a much stronger credit union.

Today’s Economy and the Risks for Your Credit unionHear from one of CUNA’s senior economists about the state of the economy and trends that will affect your credit union. Explore the state of financial regulatory reform, the mortgage market, lending trends and more. Most importantly, find out how these circumstances and forecasts affect your credit union’s risk assessment and management strategies.

Facing Ethics: The Effect of Behaviors on the WorkplaceLosing focus on the importance of ethics in the workplace can lead to disastrous results. Designed to bolster communication and respect within the credit union community and implore boards and management to ask what they can do to improve relationships, this session will cover everything from the meaning of ethics and its role on our lives, to examples of everyday lapses of ethics and the financial costs to society — and plenty in between.

Enterprise Risk Management and the Role of the BoardGain an overview of enterprise risk management (ERM) and the benefits of an ERM program to the credit union, including the specific role of the board in the credit union’s ERM processes. You will learn how your credit union can expand the role of and better leverage the committee as you continue to navigate the evolving challenges inherent within our industry.

Emerging Payments Trends Payment systems for credit unions change as the behavior of our members change, with an increasing emphasis on anytime, anywhere access to accounts and payment capabilities. This session will focus on the latest payments trends and will provide recommendations for credit unions to prepare for the future.

Best Practices for Board/CEO RelationshipsPerhaps there is no relationship more important to the success of the credit union than that between the CEO and the Board of Directors. Poor relationships can limit effectiveness, cause personal and professional stress and prematurely end promising careers. In this session, you’ll learn about the four behavioral dimensions identified by organizational psychologists as critical to success: Trust, Micromanaging, Clarity and Communication.

The Future is here: helping Your Credit union Remain Relevant for Years to ComeThe U.S. population is the youngest it’s been in fifty years while the average age of credit union members has never been older. Credit unions must become relevant to today’s younger consumer, and your support as a director is critical to its success. In this session, created specifically for credit union directors, you’ll learn more about the challenges your credit union faces to attract and serve these demanding younger consumers. Become better able to provide meaningful support to your management team during this profound shift in the financial services landscape.

INDuSTRY ExPERTS

harriett MayHarriett has made it her career and personal commitment to improve the financial lives of individuals, not only in El Paso, but throughout the world. After serving in various increasingly responsible management and executive positions with GECU, Harriet was elected president and CEO in 1996 and retired in 2012.

Mike SchenkMike has over 25 years of experience in the financial services industry and is vice president of economics and statistics for Credit Union National Association. He conducts economic and financial research and provides support for CUNA Governmental Affairs and Public Relations efforts.

Scott hoodScott specializes in helping credit unions implement and improve their Enterprise Risk Management (ERM) processes. He has worked with the boards and management of credit unions of all sizes in identifying risk management objectives, tailoring processes to meet their needs, identifying and assessing exposures and more.

Jim KaschJim has more than twenty years of business experience, most with credit unions. He spent more than ten years with Partners Federal Credit Union (formerly Vista FCU) which serves The Walt Disney Company, where he led marketing, business development, sales and strategic alliances.

LOCATION & GuEST PROGRAM

TuITION & DISCOuNTS

TuITION

$399 per attendee

$349 each for multiple attendees from the same credit union.

CUs under $35 million in assets receive a 50% discount by applying promotional code 0950-OHCU during checkout.

Affiliation with CUNA/League is required for attendance.

REGISTER ONLINE TODAYVisit training.ohiocreditunions.org and choose In Person Training.

For registration assistance, email [email protected] or call 800-356-9655, ext. 4400.

Multiple AttendeesThe multiple attendee discount only applies to full conference registrations. To receive the multiple attendee discount, all registrations must be processed in the same order. If you are registering multiple attendees, choose “Buy for Others” in the shopping cart. Anyone in your credit union who is already set up with CUNA web access will appear on a list for you to select from. New attendees should request a CUNA login (see registration tips for more information). Only one discount applies.

Registration Information for Ohio EventsHere are some quick tips on how to use our registration system. If you need assistance, our registrations staff is here to help. Please call 800-356-9655, ext. 4400 or e-mail [email protected].

CuNA Web Access: You’ll need a web access user name and password to register. • to check if you already have a username and

password, go to http://www.cuna.org/remind and enter your e-mail address. Your information will be sent immediately.

• if you need a login, please sign up at http://www.cuna.org/sign_up.html

• if you encounter issues when logging in or purchasing products, call 800-356-9655, ext. 4077 for assistance.

ACh Payments You can select ACH Debit in the online registration form to pay directly out of your account. By selecting ACH Debit rather than Credit Card, you’ll keep more dollars within the credit union system. See step-by-step ACH instructions on your league training page.

ConfirmationsIf you register online, you will receive your registration confirmation within three business days. Please allow up to 10 days if you pay by check.

Cancellations Cancellations received in writing (via fax 608-231-4998) seven or more days before the start of the program are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted if cancellation is received six days or less before a program begins. Substitutions are accepted anytime prior to the start of the program.

DEER CREEK LODGE AND CONFERENCE CENTER 22300 State Park Road 20 Mount Sterling, OH 43143-9542Phone: (800) 282-7275Room rates: $89.00hotel Reservation Deadline: July 21, 2014

Guest Program – $149

• thursday Welcome reception• Friday breakfast and lunch • saturday breakfast

Ron SchmidtRon is the president of CBS Certified Public Accountants, LLC and Credit Union Business Solutions, LLC. With over 30-years of experience in the credit union industry, Ron lends the voice of an accomplished public speaker and author to the topic of ethics.

Rod KelsayRod is the executive director of the Mid America Cooperative Council. The council is an association of over 107 cooperatives that covers the states of Illinois, Indiana, Kentucky, Michigan and Ohio. The council’s principle focus is cooperative education and has a very diverse group of members covering credit unions, agricultural, finance, food marketing and more.

ohio volunteer conference - credit union national...

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