2016 NACUSO Network Conference
General Sessions & Breakouts

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Opening Keynote: Erik Wahl – Sponsored by MasterCard MasterCard

UNTHINK ™   Somehow we’ve come to believe that creativity is reserved for the chosen few: the poets, the painters, the writers. The truth is bigger and better than that. Creativity is in all of us. Erik Wahl 2016We simply need to rediscover the keys that will unlock our potential. UNthink is the keynote experience that will push you beyond your traditional thought patterns and habitual levels of performance. UNthink will inspire you to realize you are capable of so much more than you have been led to believe. Erik Wahl 1The UNthink program helps reframe your thinking so that new creative actions become possible. Learning how to UNthink will inject your daily grind with new passion, allowing you and your team to see how your organization wants and needs all of your talents and energies, not just the ones you’ve been using so far. You’ll begin the process of rethinking your life as a blank canvas of limitless opportunity on which to create your masterpiece.  This program will allow you to: Step outside convention to discover new and unexpected solutions to business challenges, challenge pre-conceived notions about what’s possible and “UNthink your way to increased creativity, productivity and passion. Erik Wahl is an internationally recognized speed artist, author and entrepreneur and to call him “another speaker” is the equivalent of calling the Mona Lisa “another painting.”  Erik pulls from his history as both a businessman and an artist and his on-stage painting seamlessly becomes a visual metaphor to the core of his message, encouraging organizations and individuals toward superior levels of performance.

“Most of our inspirations for solutions and creativity come from interactions with others.” – Erik Wahl

Building High-Performing Teams, a Winning Culture and Achieving Business Excellence
General Session: John Spence – Sponsored by PSCU

John Spence is the author of five books on business and life success including the highly acclaimed Awesomely Simple. Today, John is recognized as one of the Top 100 Business 2014 PSCU High ResThought Leaders in America, one of the Top 100 Small Business Influencers in America and one of the top 500 Leadership Development Experts in the World.  He has been a guest lecturer at more than 90 colleges and universities including MIT, Stanford, Cornell and the Wharton School of Business, the owner or CEO of 10 companies and has made a career out of “Making the Very Complex… Awesomely Simple”.   John will speak to NACUSO attendees about high-performing teams, building a winning culture and achieving business excellence while weaving in exciting emerging technology trends and how it affects our businesses.

Regulatory Perspective, a Discussion on Regulatory Issues Facing Credit Unions and CUSOs

Mark McWatters 2016

NCUA Board Member J. Mark McWatters brings a market-oriented, transparent and fully accountable regulatory perspective to the NCUA Board. With more than 30 years of legal experience as a tax, corporate finance and mergers and acquisitions attorney, he has worked in both federal and state government, the private sector and academia and has significant experience in public policy issues related to the regulation of financial institutions and alternative investment vehicles. He welcomes the opportunity to share his regulatory philosophy and discuss issues facing credit unions and CUSOs with NACUSO attendees.

Regulatory Overview & Open Forum Q & A – NCUA and CFPB 2016: What Follows the Year of Regulatory Relief at NCUA and What Happens During Election Year at NCUA and the CFPB?

Dennis Dollar
Michael Fryzel

Dennis Dollar, Principal Partner, Dollar Associates, LLC, and Former NCUA Board Chairman
Michael E. Fryzel, Financial Services Consultant, Michael E. Fryzel & Associates, and Former NCUA Board Chairman
Guy Messick, Attorney at Law, Partner, Messick & Lauer P.C. and NACUSO General Counsel

Historically among our highest rated sessions, respected CUSO attorney Guy Messick and two former NCUA Chairmen, Dennis Dollar and Michael Fryzel, take a “no holds barred” look at regulation in 2016.  What are the results of NCUA’s self-proclaimed “Year of Regulatory Relief” in 2015?  What will be the impact of a presidential election year on the CFPB’s rulemaking activities?  How will the new CUSO rule, beginning to see its data collection component implemented in the first quarter of 2016, play out for CUSOs and their credit union owners?  Where does NCUA’s congressional push for vendor authority stand?  Many questions still permeate the regulatory landscape, and there are no better experts than Messick, Dollar and Fryzel to help attendees get to the bottom of what’s driving the regulatory action in 2016.  Attendees will not only have the chance to hear from three of the industry’s leading voices, you will also have the chance to share your questions up close and personal with these recognized leaders in the credit union movement.  Expanded this year, this session is a “don’t miss” opportunity to get a better understanding of an activist regulatory environment that is having a tremendous impact on the CUSO landscape and will continue to do so for decades to come.

“Fraud” The new F-Word, Jim Stickley, CEO, Stickley on Security

Jim Stickley

Jim Stickley has been breaking into corporations for over 20 years and in this session he will be sharing how criminals are gaining ground.  From cyberattacks to social engineering, criminals are waging war against corporations, financial institutions and even government agencies and while everyone wants to think they are secure, the reality is that criminals are winning.  In this session Stickley will address some of the bigger issues organizations are facing today.  By demonstrating techniques used by Stickley to infiltrate real corporations, attendees will get a chance to see firsthand how criminals are gaining access to their networks, avoiding detection and ultimately gathering the information necessary to commit fraud.  Of course dealing with a potential breach is not something anyone wants to think about but as Stickley will point out, being prepared can help reduce the overall impact of a cyberattack.  To help, Stickley will walk through what every organization needs to include in their incidence response program. Technical and non-technical attendees alike will benefit from the timely information and experiences shared during this session.

Hot Topics for Credit Unions & CUSOs in 2016

Brian LauerAmanda Smith Facilitated by Brian Lauer, Partner, Messick & Lauer P.C.
 Amanda Smith, Partner, Messick & Lauer P.C.

Kick off the conference with a discussion of what’s hot in Credit Unions & CUSOs. Panelists will discuss recent market, regulatory and legal trends with a focus on what we will cover in more detail during the conference.


Julia WoodingPre-Conference Workshop: Credit Boot Camp
Julie Wooding, Principal Consultant, FICO
Lamar Shahbazian, Product Management & Senior Director, FICO

Credit Boot Camp: Learn the fundamentals of analytics-powered credit management from FICO, the industry leader since 1952. This session will help you better understand Lamar Shahbazianconsiderations in the use of data to tackle business opportunities as well as problems.  We will provide in-depth insight into the development and use of scorecards and decision trees to build member profitability across the lifecycle.

New this Year! Partner Connection Sessions

We are known for the Next Big Idea Competition, so why not capture all of that creative energy and spirit by bringing people together for a facilitated session to generate some real opportunities to collaborate with other CUSOs and credit unions? So this year, we present Partner Connection Sessions!  graphic_project1NACUSO will hold two Partner Connection Sessions during the 2016 NACUSO Network Conference to give attendees an opportunity to connect with like-minded credit unions and CUSOs to develop collaboration opportunities that generate net income, achieve scale, share/mitigate risk and/or take advantage of new opportunities.  The challenge for credit union leaders who want to explore CUSOs and partnerships seems to be twofold: how to find and connect with partners who have similar challenges, needs and wants; and, how to evaluate their potential collaborations and develop the data and business plans and get them in front of the decision makers, in a quick enough process, so they know what the advantages are, the timeline and what they will need to invest.  Learn more about the Partner Connection Sessions and facilitators.

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Breakout Sessions 

We know that CUSOs come in all shapes and sizes and that’s why every year we scour the country to find the best and brightest in a variety of disciplines to highlight at our one-of-a-kind event.
NACUSO Network 2016 Breakout Descriptions 3-22-2016
NACUSO Network 2016 Agenda 3-22-2016

Investment Services Tracks

  • The Department of Labor’s Anticipated Fiduciary Rule Changes and the Impact on your Credit Union’s Investment Services Program
  • Understanding the Total Value Proposition that your Investment Services Program Brings to your Members and your Credit Union
  • Protecting your Credit Union’s Interest in your Investment Services Program – Your Top Advisors and your Members are Being Targeted

Insurance Services Tracks

  • Can you Really Acquire Growth?
  • Offering Commercial Insurance; Is It Right For My Credit Union?
  • How Consumers Buy Insurance; The Competitive World and Changing Trends of Home & Auto Insurance

Innovation and Operational/Technology Tracks 

  • Driving Innovation Into your Culture
  • The Business Case for Collaboration
  • The Threat and Opportunity for Credit Unions from FinTech
  • Are You Playing Checkers, or Chess? Formulating a Lasting Payments Strategy in a Rapidly Changing Environment Panel Discussion
  • Building a Solid Cybersecurity Foundation
  • Mastering Your Digital Domain

Member Business Lending Services Tracks 

  • Review of the New MBL Regulations
  • MBL Roundtable Discussion
  • Credit Risk Management Panel Discussion
  • Business Lending Sales Function – Let’s Make Loans: Managing Sales Strategies

Mortgage Services Tracks

  • Investing in Loan Quality to Manage Risk
  • The Complete Real Estate Experience Step-by-Step on Why and How to Create a Successful Full-Service Real Estate Brokerage Firm
  • Credit Union Portfolio Lending – Sharing your Pot of Gold!
  • Mapping the Home Buyer Journey: How Activity-Based Marketing Can Help Your Credit Union Earn More Member Mortgages
  • CFPB Provides Regulatory Update

Entrepreneur/Board/CEO/Business Development

  • What Matters Now™Insights from Millennials
  • From Compelling Content to Quality Leads
  • 10 Reasons the Media Ignore your Credit Union (and what to do about it)
  • How Do CUSOs Impact Credit Union Results?
  • Retail Analytics in Banking – How to Prevent Getting Ubered
  • Vendor Management: Annoying Chore or Strategic Tool?
  • CUSO Registry and Review/Discussion with NCUA Representative
  • Three Millennial Marketing Myths

2016 Audience General Session Shot