CU Accelerate



Friday, May 3, 2019

11:00 a.m. - 5:00 p.m. 
Grand Ballroom Foyer (Lower Lobby)


1:15 p.m. – 1:30 p.m.
Grand Ballroom (Lower Lobby)


Ronald McLean, President/CEO
Cooperative Credit Union Association, Inc.

1:30 p.m. - 2:45 p.m.
Grand Ballroom (Lower Lobby)

Jungle Leadership

Carolyn Rivera, CEO
CJR Leadership Strategies, LLC

Leadership effectiveness is one of the critical challenges faced by many organizations in today’s market. The challenge for Financial Service professionals in the current landscape is to find ways to link strategy and goals into leadership effectiveness. Leadership effectiveness is a never-ending journey, a life-long process of learning. It is a work in progress. Every day we are faced with challenges. From everyday inconveniences and temporary setbacks to the really big challenges of life. The kind that have the potential to affect the whole trajectory of our lives. But there's hope. We get to decide how the story plays out! How we approach those challenges will affect our success.  Nobody likes change, but we have to learn to embrace it. Our leadership skills are the ones that will ensure that we stay relevant today. Through personal stories, relatable examples, and specific calls to action, Carolyn will break down the steps necessary to win in today's everchanging environment professionally and personally. 
PLUS: Every participant receives a signed copy of Carolyn's latest book, Plant Your Flag: The Seven Secrets to Winning. 

2:45 p.m. - 3:15 p.m.
Grand Ballroom Foyer (Lower Lobby)

Break w/Sponsors

3:15 p.m. - 4:30 p.m.
Grand Ballroom (Lower Lobby)

Of Ants & Digital Giants - Today's Fintech Update 

John Waupsh, Chief Innovation Officer

With 12,000 global fintech startups, the banking initiatives of the digital giants or GAFA (Google, Apple, Facebook, and Amazon), and the Chinese fintech conglomerate Ant Financial all making deeper and deeper inroads into our industry, it’s easy to quickly lose touch on the latest developments. In this session, John Waupsh, author of Bankruption: How Community Banking Can Survive Fintech, will share the latest fintech news and examples of strategic adaptation for credit unions so you can make more informed decisions when you get back to your office.

4:00 p.m. 
Main Lobby

Hotel Check-In

4:30 p.m. 

Dinner on Your Own

7:15 p.m. - 9:30 p.m. 
Boarding begins at 6:45 p.m. 
Ship departs at 7:15 p.m.


Dessert Reception

All Aboard!...The Majesty   
Boston Harbor Cruises' Premier Charter Vessel for a sunset cruise around Boston Harbor. Boat conveniently located just steps away from Marriott Long Wharf Hotel.


Saturday, May 4, 2019

7:00 a.m. - 5:00 p.m.
Grand Ballroom Foyer (Lower Lobby)



7:00 a.m. – 8:15 a.m.
Palm Garden (Main Lobby Level)


8:15 a.m. – 8:30 a.m.
Grand Ballroom (Lobby Level)

Opening Remarks

Ronald McLean, President/CEO
Cooperative Credit Union Association, Inc. 

8:30 a.m. - 9:45 a.m.

Grand Ballroom (Lobby Level)

Leadership Language

Chris Westfall, Principal
Westfall and Associates, LLC

Creating a compelling story for your credit union means more than just a mission statement. Find out how to create "Leadership Language" with best-selling author and keynote speaker, Chris Westfall. This innovative presentation will help you to lead your teams more effectively and make the most out of every conversation. Filled with ideas you can implement right away, you'll see how to connect with your team, convey your vision, and clarify your value proposition for your members. This executive session will unlock the principles of powerful communication - so that you can change your story and change your results. PLUS: Every participant receives a signed copy of Chris' latest book, Leadership Language (Wiley, 2018). 

9:45 a.m. - 10:15 a.m.
Grand Ballroom Foyer (Lobby Level)

Break w/Sponsors

10:15 a.m. - 11:30 a.m.
Grand Ballroom (Lobby Level)

Your Credit Union Beyond 2020: People, Process, Technology

Sundeep Kapur, Founder
Digital Credence

Consumers need financial institutions to complete their financial journeys. They need money that drives everyday economics - it drives their needs, helps with problems, and fuels their aspirations. The consumer we serve has a myriad of choices in who they use and they can have more than 10 financial relationships in their lifetime.

How do we insert ourselves into the center of each relationship? How do we become part of everyday transactions? Do you know what these consumers truly want? What does it take to become the primary financial institution? How do we leverage emerging technology as an enabler?

What would it take to move beyond 2020?

  • Our people need to be developed into sought after financial counsellors who are empathetic and knowledgeable
  • Our processes should allow simplified one/two touch transactions that offer absolute ease and convenience
  • Our technology should leverage biometrics, data, and AI to deliver efficient and effective experiences

This inspirational discussion will highlight the key challenges we face, provide anecdotal case studies from around the world, and provide us with the right questions to ask as we define our roadmap for success.

11:30 a.m. - 12:45 p.m.
Palm Garden (Main Lobby Level)


12:45 p.m. - 2:00 p.m.
Grand Ballroom (Lobby Level)

Doing Digital - 14 Lessons from Leaders Getting It Right

Chris Skinner, Founder
The Finanser, Ltd.

There are a small group of banks who are transforming to be digital banks. As we all know, this is incredibly difficult for a long-established bank with thousands of people and millions of customers. What are they doing right? How are they doing it? Why do we think they are digital banks? Is there a way we could all follow their path?

During the last year, Chris Skinner has been travelling the world, talking to banks that are doing digital. He selected five to be case studies for his new book - JP Morgan Chase, ING, BBVA, DBS and China Merchants Bank. From those interviews and discussions, Chris has found 14 lessons from banks that are doing digital right and will share these lessons with the audience.
PLUS: Every participant receives a signed copy of Chris' latest book, Digital Human (Wiley 2018). 

2:00 p.m. - 2:30 p.m.
Grand Ballroom Foyer (Lobby Level)

Break w/ Sponsors

2:30 p.m. – 3:45 p.m.
Grand Ballroom (Lobby Level)

Knowledgebanking & the Future of Credit Unions

Ted Rybeck, CEO
Venly, Inc.

Our industry depends on a combination of high touch and high-tech transformation into community commerce. By community commerce we mean innovative products and services developed jointly by the credit unions and their members. This talk will benchmark the readiness of each credit union in the Cooperative Credit Union Association to serve as role models: in good times for community commerce and in bad times as the catalyst for their community’s emergency response.

The focus will be on best practices for social media-based outreach and engagement, eCommerce, web-based operations, and cybersecurity. The innovation of these best practices depends on intergenerational mentoring that’s being pioneered by leading credit unions and we’ll be highlighting their progress during the presentation.

This session with be experiential for attendees based on NATO and Department of Defense exercises on how communities effectively mobilize during disasters with the help of community institutions. The session draws on a chapter of a NATO released book called: Bridging the Gap Between Enterprise Apps and Community-led Social Media.

3:45 p.m. - 4:15 p.m.
Grand Ballroom Foyer (Lobby Level)

Break w/Sponsors

4:15 p.m. - 5:30 p.m.
Grand Ballroom (Lobby Level)

Will We Ever Be Able to Govern Ourselves Again?

E.J. Dionne, Jr., NPR Commentator and Syndicated Washington Post Columnist

EJ Dionne will address what's going on in Washington, D.C. in Spring of 2019, focusing on the obstacles to governing and how we might be able to overcome them, with some lessons learned from the Trump Era.

5:30 p.m. 

Dinner on Your Own

Sunday, May 5, 2019

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

Breakfast on Your Own / Departure