Wednesday, October 16, 2019

9:00 a.m. - 6:00 p.m. | Lower Level 
Uncas Ballroom Foyer


9:00 a.m. - 1:00 p.m. | Lobby Level Meeting Rooms

CUSA/Fiserv Small CU General Session 

9:30 a.m. - 10:30 a.m. | Lobby Level Meeting Rooms

Pre-Conference Session: 
Credit Union Values in Action Personally & Globally
Carol Schillios, Principal
Schillios Consulting Group

Carol Schillios will share how the power of credit unions impacts global development and how the principles have taken her on an unexpected credit union career path. Come be inspired by how you can put credit union values into action both in your career and around the world.

Schillios has worked at all levels of the credit union movement beginning in Seattle at a credit union, the Washington League, then CUNA as first Director of The Foundation and National Roundtable, WOCCU project support and finally as an international micro-finance consultant in developing countries. Always at the core, Carol practices credit union philosophy in action. She has been honored as an Herb Wegner Award-winner and was part of the original team to create the international development education program for credit unions.

9:30 a.m. - 10:30 a.m. | Lobby Level Meeting Rooms 

Pre-Conference Session: 
Social Security and Retirement Planning: A Hit or Myth Proposition
Kurt Czarnowski, Principal
Czarnowski Consulting

Social Security's retirement program has been a basic part of American life for more than 84 years. Despite the age, the size, and the economic impact of the Social Security system, the myths and misunderstandings about what the program is, as well as what it isn’t, are sizeable.

As Baby Boomers reach retirement age, they are now beginning to recognize that Social Security is going to play a bigger part in their retirement than they had previously thought. They are also starting to realize that they don’t know as much about the system as they should.

Kurt Czarnowski, the Social Security Administration’s former Regional Communications Director for New England, will provide a wealth of information about the system. He will cover topics such as when someone can start to collect, how a retirement benefit is calculated, and the impact of working in retirement. He will share the latest information on the changes to the claiming strategies that couples have been able to employ in order to maximize their Social Security benefits.

11:00 a.m. - 12:00 p.m. |  Lower Level
Uncas Ballroom Foyer


Registration Refreshments

11:00 a.m. - 1:00 p.m. |  Lower Level 
Uncas Ballroom Salons B-D

Exhibit Hall Open

1:00 p.m. - 1:30 p.m. Lower Level
Uncas Ballroom Salon A

Opening Ceremony/Welcome Remarks
Ellen Ford, Chair of the Board
Ronald McLean, President/CEO
Cooperative Credit Union Association, Inc.

1:30 p.m. - 2:45 p.m. | Lower Level 
Uncas Ballroom Salon A

General Session:
The SENSEI LEADER: Effective Leadership through Courage, Compassion and Wisdom
Jim Bouchard, Leadership Activist/Founder
Black Belt Mindset Productions, LLC

How do you get people to go the extra mile? How do you attract and hold the people with the next great idea? How do you engage them in a mission that elevates your organization to the top?

Inspire, Empower and Guide people to their very best - Be the SENSEI LEADER!​

This highly interactive program will engage and challenge you to think about your most essential leadership strategies. Learn how to apply them in your life - in your business - and with the people you serve!

  • Learn to develop leadership skills at ALL levels, independent of title or position.
  • Bring out the best in others and confidently train them to surpass you in talent, skill and ability. 
  • Deepen bonds of Respect, Trust and Loyalty to cultivate productivity, creativity and performance.
  • Mentoring skills to develop emerging leaders and assure a successful legacy - your ultimate "succession plan"!
  • Actionable STRATEGIES and TACTICS you will implement in your company culture -TODAY.

2:30 p.m. - 3:30 p.m. | Lower Level 
Uncas Ballroom Salons B-D

Exhibit Hall Open/Refreshments

3:30 p.m. - 4:30 p.m. | Lower Level  
Uncas Ballroom Salon A


General Session: 
Five Components of Extraordinary Teams
Lee Rubin, President
Lee Rubin Speaks

Machines are evaluated based on the output of the entire unit, not the impressiveness of their individual parts. Extraordinary teams, like great machines, require certain components that hold their pieces together. While most organizations focus exclusively on building the skills of their individual members, elite organizations invest in the “stuff” that transforms a collection of talented individuals into extraordinary, machine-like teams.

Key Points:

  • Individuals must make sacrifices to achieve the team’s COMMON GOAL
  • Open and honest COMMUNICATION is the foundation for trust
  • Daily, focused discipline is the key to CONSISTENCY

4:00 p.m. 
Main Lobby

Hotel Check-In

4:30 p.m. - 5:30 p.m. |   Lower Level
Uncas Ballroom Salons B-D

Welcome Reception

7:00 p.m.

Dinner on your own 

Thursday, October 17, 2019

7:00 a.m. - 6:00 p.m. |   Lower Level
Uncas Ballroom Foyer


7:00 a.m. - 8:30 a.m. |   Lower Level
Uncas Ballroom Salons B-D


7:30 a.m. - 8:30 a.m. |   Lower Level
Uncas Ballroom Salons B-D

Exhibit Hall Open

8:30 a.m. - 9:30 a.m. |   Lower Level
Uncas Ballroom Salon A


General Session: 
The Innovation Imperative
Mark Sievewright, Founder/CEO
Sievewright & Associates


This era of Digital Transformation provides credit unions with a once-in-a-generation opportunity to reimagine how they bring together people, technology, data and process to create distinctive value for their members and maintain a competitive advantage in a digital-first world.

Importantly, we live in a world where innovation and member involvement are critical for credit unions to create and sustain competitive advantage.

The “Innovation Imperative” requires credit union leaders to re-think their vision of the future and how best to manage and operate their respective credit unions. For innovation to happen - and for ideas to come to life - there needs to be a shift in mindset. During this session, Mark Sievewright will explore the primary changes we can expect to see over the next 5 years and provide his perspectives on how credit unions need to respond in order to remain relevant and strong.

9:30 a.m. - 10:00 a.m. |   Lower Level 
Uncas Ballroom Salons B-D


Refreshments in Exhibit Hall 

10:00 a.m. - 11:00 a.m. |   Lower Level
Uncas Ballroom Salon A

General Session: 
Drive Credit Union Innovation & Growth
Robert Trunzo, President/CEO
CUNA Mutual Group

As credit union and consumer expectations rise, leading companies must focus on running their business today while embracing innovation and disruption to build for the future. In this session, Bob Trunzo will discuss CUNA Mutual Group’s investment in data, technology and the customer experience to reach more consumers and enhance the company’s value with credit unions.

11:00 a.m. - 12:00 p.m. |   Lower Level  
Uncas Ballroom Salons C-D

Exhibit Hall Open

12:00 p.m. - 1:15 p.m. Lower Level
Uncas Ballroom Salon A 

Awards Lunch 

Registered Attendees/Guests and Vendors 

1:15 p.m. - 2:15 p.m. |   Lobby Level Meeting Rooms  

Breakout Session:
Emerging Trends in Consumer Finance
Sean Flynn, Director, Credit Unions


As the competitive landscape evolves and consumer expectations shift, credit unions must continue to change to meet or exceed consumer demands. Avoiding such change comes at the risk of becoming irrelevant. This session will offer perspectives on how new lenders are coming to market with advanced credit and risk capabilities to compete across multiple lines of business, with insights and recommendations on how credit unions can do the same, enabling smarter decisions and empowering members in the “Consumer First” era.

In this session attendees will learn:

  • Growth and performance trends in credit union loan portfolios versus portfolios of other lenders.
  • Differentiating factors that separate traditional financial institutions and digital “FinTech” lenders.
  • Examples of strategies credit unions can employ to enhance their credit and risk capabilities.

1:15 p.m. - 2:15 p.m. |   Lobby Level Meeting Rooms

Breakout Session:
The Fed Has Changed Direction on Rates – Now What?  How to Improve Your CU’s Investment Portfolio in 2019

Mark Wickard, Managing Director of Investments
Oppenheimer and Co., Inc. 

  • A look ahead at what credit union balance sheets will look like as the Fed eases.
  • What are your CU’s options to find return in a zero or negative rate environment?

An examination and strategic exercise in selecting the best investments and assets to protect earnings in a zero or negative rate environment. Our focus will help attendees consider the following:

The Problem

  • Why isn’t my portfolio doing better?
  • The top 3 mistakes of investment portfolio underperformance in a falling rate environment.

Developing a strategic response:  An in-depth analysis of some of the high-performance alternatives available to credit unions today.

1:15 p.m. - 2:15 p.m. |   Lobby Level Meeting Rooms   

Breakout Session:
Good Governance, Do Credit Union Boards Need Cyber Security Expertise?

Steve Koinm, Vice President Professional Services
Pure IT Credit Union Services

Most regulatory experts agree that breaches from Home Depot to Equifax has reinforced the fact that cybersecurity risk is something that must be reckoned with in the boardroom. In the credit union world, the NCUA has set an expectation that Boards will be involved with cyber risk discussions. What does that mean? How do we best meet the expectations of the NCUA? We will discuss strategies in use by credit unions today, that bring strong results. Attendees will receive a copy of Gene’s book, 2020 Cyber Vision.

1:15 p.m. - 2:15 p.m. | Lobby Level Meeting Rooms

Breakout Session:
Animation Systems™—Translating Values into Indelible Experiences
Matt Purvis, President
Purvis Management

Experience Strategy—Maximize organizational health, stand-out in hyper-competitive markets and drive consumer passion and growth.

Consumer experiences—we all have them! Yet few businesses manage them actively. Those that do are market leaders: Ritz-Carlton, Southwest Airlines, Chick-Fil A among them. 

The experience economy has arrived; the sales and service economy are a relic of the past. This is great news for mission-based organizations. By grounding staff in the core qualities that distinguish your credit union from its rivals, Experience Strategy provides consumers with proof that you are who and what you claim to be. Experience Strategy translates your unique organizational aspirations into experiences—the currency of the times. 

Experience Strategy participant learning outcomes:

  • Understand the critical distinctions between discrete consumer experiences and Experience Strategy.
  • Gain experienced-based strategies to increase staff engagement, satisfaction, and development. 
  • Successfully manage the effects of the experience economy on marketplace differentiation and sales.  
  • Turn satisfied members into passionate advocates.
  • Explore what it takes to reach Certified Experience Culture status, doubling industry average NPS scores.
  • Review real-world results from credit unions across the USA.


1:30 p.m. - 4:30 p.m.
The bus departs from the Hotel Valet Area of Mohegan Sun Resort at 1:30 p.m. following lunch and departs Stonington Vineyards at 4:00 p.m. returning to Mohegan Sun Resort at 4:30 p.m.

Guest Program Activity:
Stonington Vineyards Tour and Wine Tasting
Pre-registration is required

Stonington Vineyards

Board a luxury bus with your friends and set off on a journey to explore Connecticut’s wine country at Stonington Vineyards. Soak in the beauty, stroll through the vineyards, savor the wines and share the memories!

Stonington Vineyards, a founding member of the Connecticut Wine Trail, was established in 1987 by Nick and Happy Smith who purchased 58 acres in the Stonington Uplands on which wine grapes had been planted earlier in the decade. For more than 30 years, Stonington Vineyards has incorporated the latest in winemaking technology and the traditional methods of barrel fermentation with its resident winemaker, Mike McAndrew whose reputation of producing quality, European-style table wines that have won numerous accolades and awards.

The vineyard is best known for its barrel fermented Chardonnay and its proprietary blends, Seaport White and Triad Rose. Also produced is a Riesling and Cabernet Franc.

The price per registered guest is $59 and includes bus transportation to and from Stonington Vineyards, private hosted tour of winery, full wine tasting of six (6) wines, designated private group tasting room with private restroom, tables, stools, and views of the vineyard (weather permitting guests are welcome to stroll through the vineyards), and a keepsake glass. The bus departs from the Hotel Valet (located past the main lobby) of Mohegan Sun Resort at 1:30 p.m. following lunch and departs Stonington Vineyards at 4:00 p.m. returning to Mohegan Sun Resort at 4:30 p.m.

Space is limited on a first-come, first-served basis up to 38 passengers.

2:15 p.m. - 2:30 p.m. Lobby Level Meeting Rooms   
Meeting Rooms Foyer


2:30 p.m. - 3:30 p.m. |   Lobby Level Meeting Rooms  

Legislative/Regulatory Breakout Session:
New Hampshire Update

Gerald "Jerry" Little, Commissioner
New Hampshire Banking Department

David Collins, President
RYP Granite Strategies 

2:30 p.m. - 3:30 p.m. |   Lobby Level Meeting Rooms

Legislative/Regulatory Breakout Session:
Rhode Island Update

Elizabeth Dwyer, Superintendent of Financial Services
Rhode Island Department of Business Regulation

Sara Cabral, State Chief Bank Examiner
Rhode Island Department of Business Regulation

Melanie Aragao, Assistant Supervisor of Examinations
Rhode Island Department of Business Regulation

2:30 p.m. - 3:30 p.m. Lobby Level Meeting Rooms   

Legislative/Regulatory Breakout Session:
Current Issues Facing Federal and State Chartered Credit Unions – Delaware, New Jersey and other Credit Unions

Christopher Pippett, Partner
Fox Rothschild, LLC

2:30 p.m. - 3:30 p.m. Lobby Level Meeting Rooms

Legislative/Regulatory Breakout Session:
Massachusetts Update

James Barrett, Deputy Commissioner
Massachusetts Division of Banks
Thomas M. Finneran,
Finneran Global Strategies
Michael Travaglini,
Travaglini, Eisenberg & Kiley LLC

3:30 p.m. - 4:00 p.m. Lobby Level Meeting Rooms   
Meeting Rooms Foyer


4:00 p.m. - 5:00 p.m. |   Lobby Level Meeting Rooms 

Breakout Session:
Combatting Challenges and Creating Solutions for Small Credit Unions
Maria LaVelle, CEO
PHEPLE Federal Credit Union

With limited staff and resources, small credit unions have specific challenges to meet member needs, financial goals and compliance requirements.  This session will be led by an active and engaged small credit union leader who will share thoughts on solutions and strategies to help secure your credit union’s future.

4:00 p.m. - 5:00 p.m.  Lobby Level Meeting Rooms  

Breakout Session:
Characteristics of High Performing Institutions and Risk Management Concepts to Withstand Economic Downturns
Emily Hollis, CEO
ALM First Financial Advisors, LLC


High performing credit unions grow checking accounts 7x faster than the average and have earnings to keep up with growth. These credit unions embrace challenges head on and know the truth about risk and how to manage it. Credit unions are always on the lookout for ideas to enhance returns. Market volatility can sometimes lead to a collective sense of risk avoidance, and inaction.

This session will look at historical events, and ways that high performing institutions have learned from them to become more resistant to future downturns. If these risks were to reappear, would you be prepared? Is your credit union being too risk adverse fearing situations that have a low likelihood of occurring? Or have you taken on unknown risks that are unintended? Concepts will be shared that will help risk discussions within your institution.

4:00 p.m. - 5:00 p.m. |   Lobby Level Meeting Rooms   

Breakout Session:
The Hidden Risk of the Auto Lending Boom
Karim Habib, VP, Customer Optimization
CUNA Mutual Group

While credit unions are enjoying the recent surge in auto lending, digging deeper into the numbers reveals some potentially troubling trends. During this enlightening session, you’ll gain insights into why your most loyal members may be vulnerable, why you’re not marketing as effectively as you think, and steps needed to strengthen your member relationships.

4:00 p.m. - 5:00 p.m. |   Lobby Level Meeting Rooms

Breakout SessionSession:
Consumer Advocacy Update

Walter Laskos, SVP, Strategic Communications
Cooperative Credit Union Association, Inc. 
Isaiah Moskowitz, Founder/CEO
LTI Business Solutions

CCUA engages consumer audiences across its four-state footprint through its Better Values – Better Banking campaign. Now in its fifth season, Better Values – Better Banking has been tapping radio, television, social media, and LIVE community events to educate consumers about credit unions and the values they espouse, which distinguishes them within the financial services marketplace. This session will provide a review of the campaign, and particularly, its embrace of CU Senior Safeguard and elder financial exploitation. Hear how the campaign has expanded its reach beyond consumers to also engage lawmakers, law enforcement, attorney generals, district attorneys, the AARP, co-ops, and others in a collaborative bond to protect seniors from fraud. Learn how your credit union can join the effort to reap the value and benefits emanating from this level of engagement in the community.

5:30 p.m. - 6:30 p.m. |   Lobby Level Meeting Rooms

CCUA Chair Testimonial Reception
Pre-registration required before October 3, 2019


6:00 p.m. - 7:00 p.m. | Lower Level
Uncas Ballroom Foyer

Gala Reception

7:00 p.m. - 9:00 p.m. | Lower Level
Uncas Ballroom Salons A-C

Gala and Entertainment

Friday, October  18, 2019

7:30 a.m. - 11:00 a.m. |   Lower Level
Uncas Ballroom Foyer


7:30 a.m. - 9:00 a.m.Lower Level
Uncas Ballroom Salon B


9:00 a.m. - 10:00 a.m. Lower Level   
Uncas Ballroom Salon A

Keynote Address

Matt Light the Man: More Than Just Football

Matt Light, New England Patriots Super Bowl Champion, Philanthropist, Entrepreneur, Outdoorsman

10:00 a.m. - 11:00 a.m. |   Lower Level
Uncas Ballroom Salon A

Annual Meeting

11:00 a.m. 
Main Lobby

Hotel Check-Out