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December 07 - 10, 2014
JW Marriott Desert Springs Resort & Spa
Palm Desert, CA
General Session Speakers
Doug Rauch, former CEO, Trader Joe’s
Creating a Culture of Innovation
Rauch spent 31 years with Trader Joe’s Company, the last 14 years as a president, growing the business from a small, nine-store chain in Southern California to a nationally-acclaimed retail success story with more than 340 stores in 30 states. How did Trader Joe’s, a company that started as a 7/11 knockoff, become the hottest retailer in America? The answer lies in its innovation. Rauch developed the company’s prized buying philosophy, created its unique private label food program, and wrote and executed the business plan for expanding Trader Joe’s nationally. He also championed the development and execution of Trader Joe’s University and the prized customer experience orientation.
Through his experience at the popular grocer and Daily Table (where he developed an innovative way to provide both grab-n-go meals and basic groceries at pennies on the dollar), Rauch has learned to be a master of innovation. In multimedia presentations filled with great stories and eye-opening case studies, he shares how to create a self-sustaining culture of innovation, build a brand in a competitive marketplace, and lead with a purpose.
An Innovative Solution to the Hunger Problem. Rauch retired from Trader Joe’s in 2008. He is currently CEO and co-chairman of Conscious Capitalism, which looks at how four specific tenets—higher purpose, stakeholder integration, conscious leadership, and conscious culture—can simultaneously build stronger businesses and improve society as a whole.
He was also a recent senior fellow at the Harvard University Advanced Leadership Initiative, where he focused on the challenges of food waste, hunger, and obesity. Out of this fellowship he became the founder/president of Daily Table, a unique, nonprofit retail concept designed to bring affordable nutrition to the underserved in our cities. About 40 percent of our food just gets thrown out, and up to 90 percent of that loss is due to confusion over expiration dates or cosmetic blemishes. By recovering the excess, wholesome food about to be disposed by grocers and food service, Rauch has developed an innovative way to provide both grab-n-go meals and basic groceries at pennies on the dollar.
More about Doug Rauch. He received his executive MBA from the Peter Drucker School of Management, Claremont University, where he won several honorary awards including the Early Career Outstanding Entrepreneur Award. Rauch is also a trustee at Olin College, chairs the board of overseers at WBUR, and serves on the board of several for-profit and non-profit companies.
Brett King, bestselling author of Bank 2.0, CEO of Moven
The Big Shift
King is a global bestselling author, futurist, the host of the "Breaking Banks” Radio Show on Voice America (an Internet Talk Radio Network with over 9 million monthly listeners) and the founder of the start-up "Moven". King was voted as American Banker's Innovator of the Year in 2012, and was nominated by Bank Innovation as one of the Top 10 "coolest brands in banking". BANK 3.0 (in 8 languages) has been topping the charts in the US, UK, China, Canada, Germany, Japan and France since its release late in 2012. His latest book, Breaking Banks, is due out early 2014 with Wiley.
King has been featured on Fox News, CNBC, Bloomberg, BBC, Financial Times, Economist, ABA Journal, Bank Technology News, Asian Banker Journal, The Banker, and Wired magazine. He contributes regularly as a blogger to Huffington Post.
As an industry thought leader, King has delivered keynotes at conferences in more than 40 countries for organizations like Google, Forbes, Oracle, The Economist, SAS, SWIFT, Bloomberg, American Banker, ABA, Informa, World Council of Credit Unions, and others. He has served as an international judge for The Asian Banker Retail Banking Excellence Awards, the GSMA Global Mobile Awards, the Middle East Business Achievement and Retail Banking Awards.
Dr. Bill Conerly, economist, Conerly Consulting, LLC
Business in an Uncertain Economy: The Best Strategies for Profitability in an Ever-changing World
Dr. Bill Conerly connects the dots between the economy and business decisions. He has the unique combination of a Ph.D. in economics from Duke University and over 30 years’ experience helping companies adapt to changing economic conditions. He was formerly Senior Vice President at First Interstate Bank and held positions in economics and corporate planning at two Fortune 500 corporations. Dr. Conerly was awarded the Chartered Financial Analyst designation in 1999.
Companies have used Dr. Conerly’s expertise to help with decisions regarding capital expenditures, inventory levels, expansion into new markets, pricing, business models and financial structure. As a diagnostician, he sometimes identifies opportunities and challenges that require additional expertise, at which times he recommends a colleague to help his client.
Dr. Conerly is an on-line contributor to Forbes and the author of Businomics, a book about economics for business leaders. He is co-author of Thinking Economics, a multi-media high school economics curriculum used in 34 states.
He has been interviewed on the News Hour with Jim Lehrer, CNN and local television and radio stations across the country. He has been quoted in the Wall Street Journal, Fortune Magazine, and USA Today.
Dr. Conerly is chairman of the board of Cascade Policy Institute, a member of Oregon Governor John Kitzhaber’s Council of Economic Advisors, and a Senior Fellow at the National Center for Policy Analysis.
Larry Johnson, corporate culture expert, author Absolute Honesty
Larry delivers fresh insights and practical “how to’s” for leading change, retaining customers, and developing effective work relationships. His clients include Harley-Davidson Motor Company, Nordstrom Department Stores, American Express, United States Telecom Association, JP Morgan Chase Bank, Lloyds of London, Tektronix, the HON Company, and the American Medical Association.
Larry was awarded the City of Phoenix Award of Excellence for designing and implementing that city’s team based quality improvement program. This program was featured in a PBS televised documentary by Tom Peters (co-author of In Search of Excellence).
Since 1986, Larry has presented to more than 2500 audiences in every state in the Union, as well as in the United Kingdom, Hong Kong, Malaysia, Indonesia and Australia. Larry was the #1 ranked speaker at the Inc. Magazine Workforce 2000 Conference. He has been invited to speak at eight International Customer Service Association Conferences.
Mark Meyer, CEO, Filene Research Institute
Insights Illuminating the Path Ahead: Filene's Top 25 Insights in 25 Years
Mark turns big research questions into relevant key findings and big ideas into products for a changing world as one of North America’s top cooperative finance thinkers. His critical thinking shows through in his approaches to innovation and research on consumer behavior.
As CEO of Filene, he leads a team of brilliant thinkers, who deliver research and innovation to inspire people to understand the opportunities for cooperative finance to transform communities and lives.
An internationally recognized consumer finance expert published in dozens of publications, Mark has lectured to audiences up to 4,000 in locations across, Asia, Australia, Europe, North Africa, and North America. He has advised the US Department of the Treasury and lectured in a variety of academic settings, including Harvard Business School.
Mark is an attorney licensed to practice law in Colorado and Arizona, formerly of the firm of Montgomery, Little & McGrew. He also held executive posts with Arizona State Credit Union and CUNA Mutual Group. He served on the board of directors for Summit Credit Union, the largest credit union in Wisconsin, for ten years.
Breakout Session Speakers
Joe Sullivan, CEO, Market Insights, Inc.
Evolution of the Branch Delivery System--Steps to a Successful Transformation Strategy
Joe Sullivan is the CEO and Founder of Market Insights. As a consultant, author and speaker with more than 20 years of experience in the industry, the themes of relevancy and growth can be found throughout Joe’s work.
Over the years, Joe has been invited to share his insights with many national, regional and state associations and banking schools—on topics ranging from marketing and delivery network planning, to brand positioning and leadership.
Joe’s forward thinking approach and energetic style engages his audiences and consistently makes him a top rated speaker. Additionally, his unique perspective comes from working side-by-side with bank and credit union executives and marketers around the U.S. in the development of successful growth strategies. Joe incorporates these frontline experiences into his presentations and offers insights that challenge conventional thinking, creating a sense of excited urgency with his audiences.
Jim Kasch, CEO, Darden Employees Federal Credit Union
The Future is Here: Helping Your Credit Union Remain Relevant for Years to Come
Jim has more than twenty years business experience, most of which with credit unions. His roles range from teller to CEO. 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.
In 2010, Jim was hired to be the Chief Executive Officer for Darden Employees Federal Credit Union (DCU), chartered to serve the more than 200,000 employees of Darden Restaurants, Inc. In six months, he and his team built a primarily virtual delivery credit union offering a full suite of products and services. Since its launch, DCU has more than tripled its asset base, grown 6 times in loan balances, quadrupled income, and grown seven times in members served.
DCU’s unique business model extends to its robust relationship with its sponsor which positions the credit union as a business partner rather than only a service or benefit to employees. Nearly 90% of Darden employees are Gen X or Gen Y, making DCU’s field of membership one of the youngest and largest in the country.
Tim Kolk, owner, TRK Advisors, LLC
Is Your Credit Card Program All It Can Be (because most aren’t)?
Timothy Kolk, owner of TRK Advisors, is a 15+ year veteran of the credit card industry, including previous positions of Managing Partner at Brookwood Capital and head of Finance for M&T Bank’s credit card program. He has analyzed over 300 credit card programs and is considered a leading expert on credit card program design, portfolio optimization techniques, and program profitability management. In addition, Mr. Kolk has advised hundreds of issuers on the pros and cons of selling their credit card portfolios and is acknowledged as a leading figure in the negotiation and transition process related to such sales. He has experience with every type of credit card program (e.g. owned portfolios, agent programs, carve-out, distressed, affinity branded, cobranded), across all size ranges, and including a wide variety of special situations (e.g. merging institutions, transitioning endorsement negotiations). Mr. Kolk is frequently sought out by the trade press for his views on the credit card market, as well as publishing many articles and white papers over the past decade and offering expert testimony on related matters.
Mr. Kolk attended Dartmouth College as an undergraduate, graduating with honors and two citations for academic excellence. He received his MBA, with a concentration in Corporate Finance, from SUNY Buffalo where he graduated with honors and was recognized as the M&T Bank Fellow. He serves as Treasurer for the Conval Community Scholarship Fund, is active in alumni affairs for Dartmouth College, and coaches local youth soccer and hockey teams throughout the year.
Jeff Rendel, president, Rising Above Enterprises
Think Big, Act Small--Succeeding as a Right-Sized, Entrepreneurial Credit Union
Jeff Rendel brings a wealth of education, knowledge, and experience to the platform for credit unions. With experience as a federal regulator, financial executive and Congressional lobbyist, Jeff knows business and, especially, the financial services marketplace.
As President of Rising Above Enterprises, Jeff works with credit unions that want elite results in leadership, sales, and strategy. Each year he addresses and facilitates for more than 100 credit unions and their business partners.
Michael Daigneault, CEO, Quantum Governance, L3C
Culture Eats Strategy for Breakfast: Developing a Board Culture That Supports Your Strategy
Michael is an experienced governance advisor, consultant and trainer. He is frequently asked to counsel nonprofit and credit union leadership concerning vital governance, strategic and ethics matters.
In addition to working with numerous Credit Unions, Michael also provides corporations, large and small businesses, nonprofits, professional associations, and governmental entities with state-of-the-art and cost-effective governance, facilitation, fraud, and ethics services. Michael provides a full range of targeted training opportunities in the form of customized seminars, workshops, retreats and keynote speeches. Michael is an experienced consultant, a thoughtful speaker and a dynamic workshop facilitator. He has worked with organizations of all types to help them improve the effectiveness of their governance and leadership. In particular, he has worked with nonprofits large and small to review bylaws, write committee charters, offer governance advice, and provide assistance to their Boards and CEOs as well as Executive, Governance and Supervisory Committees.
Michael has also worked closely with a number of corporate clients such as Capital One, Con Edison, Credit Suisse, Target and Time Warner to develop cutting edge community involvement, philanthropic, and leadership development programs centered on the training of executives and employees to more effectively sit on nonprofit boards. His workshops and seminars for corporate executives have been extremely well received.
Michael has been a frequent keynote or breakout speaker as well as the primary seminar presenter for various national, regional and professional conferences. He is an expert on topics such as governance, ethics and strategic planning for businesses, credit unions, nonprofits, professional associations and governmental entities. He has published articles on these topics for a wide variety of trade journals and magazines. He has also taught both “Advanced Board Consulting” and “Board Facilitation.”
He also experience in the field of organizational ethics, having been the President of the Ethics Resource Center (ERC) for six years. The ERC is one of the nation’s oldest and well-known independent ethics and consulting institutions, having been formed in 1922. Its mission is to be a leader and catalyst in fostering ethical practices in individuals and institutions. In his capacity as the President of the ERC, he had opportunities to reflect on and apply a variety of leading-edge business concepts both domestically and internationally. He designed numerous programs with corporations, nonprofits, and multilateral organizations, and has hands-on experience in successfully running both for-profit and nonprofit institutions.
Prior to becoming the President of the ERC, he was the founder and President of Ethics, Inc. – a private consulting and training firm specializing in business ethics for the private, nonprofit and public sectors. Prior to that, Michael ran the American Inns of Court Foundation, a nonprofit dedicated to enhancing the skills, ethics, civility and professionalism of judges and lawyers.
Michael is a three-time graduate of Georgetown, holding a B.A. from the College in Philosophy where he was the top graduate in Philosophy, a J.D. from the Law Center as well as a Masters Degree in Law from the Law Center. He was the first person to graduate from the Georgetown Law Center with a Masters in Law with a concentration in Legal Ethics and Professional Responsibility.
Michael Bell, attorney and counselor, Howard & Howard, PLLC
Welcome to the New Frontier: Rethinking M & A
Mr. Bell concentrates his practice in the areas of finance, business law and real estate. His experience in structuring unique and complex financial transactions has served him well in his representation of credit unions. Mr. Bell represents state and federally chartered credit unions throughout the United States. He represents credit unions on mergers and acquisitions, strategic planning, loan documentation and review, workout and foreclosure services, contract review and negotiation, property acquisition and highly sensitive employment and personnel issues. Mr. Bell additionally advises credit unions regarding all regulatory matters including issues with the NCUA and State regulators and provides strategic and legal advice in the area of CUSOs. He has recently paved the way for several credit union mergers that are industry firsts. In 2011, Mr. Bell completed the first ever purchase of a bank by a credit union. In 2012, he completed the first ever purchase of a stock owned bank by a credit union. Mr. Bell is currently working on two other cross industry transactions and has become the nationwide leader and the go to legal adviser in this area.
Mr. Bell has extensive experience counseling individual entrepreneurs through publicly traded companies on strategies such as growth in difficult economic climates, business restructuring, and employment and personnel issues. In order to provide the very best legal and strategic advice, he works to fully understand each individual client and the inner workings of his or her business. Mr. Bell uses his personal experience as an entrepreneur to examine the business side of the legal issues his clients encounter.
Mr. Bell represents developers in complex residential and commercial real estate developments across Michigan and Indiana. He has worked with over eighty developments on issues including site selection and due diligence, business entity selection, preparation of condominium and subdivision documents, and structuring complex real estate financial transactions. Mr. Bell also provides practical legal strategy and advocacy for clients on zoning, land use, and property issues before local, county, and state governmental agencies.
Mr. Bell received his J.D., with honors, from Valparaiso University School of Law in 2003 and his B.A., magna cum laude, from Adrian College in 2000. He is licensed to practice in the States of Michigan and Indiana and before the U.S. District Courts in the Eastern and Western District's of Michigan and the Northern District of Indiana. In addition to his legal work, Mr. Bell is an active entrepreneur and is involved in multiple ventures throughout the Midwest including the development of Class A commercial office space and the area development of a franchise restaurant.
John Oliver, president, Laurel Management Systems Inc.
Evolutionary Governance in Ever-Changing Markets
John Oliver's career in the financial services industry spans over forty years, working both in Europe and the United States. Over the past twenty years he has built a thriving consulting practice with focus on strategy development processes, strategic planning, corporate governance and the developmental needs directors in financial institutions.
Through his company, Laurel Management Systems, Inc., Mr. Oliver specializes in strategic management consulting. He is responsible for the design and implementation of his company’s highly regarded FIplanner strategy-development process for community banks and the CUplanner process for credit unions. The goal of these processes is to focus on the practical rather than the conceptual and to develop meaningful and measurable strategies to take institutions into a viable and relevant future; they have been hailed as “a logical, step-by-step process without all the management-speak that’s so often involved.” As a result of his extensive management development training experience he has acted in an advisory capacity for the American Institute of Banking. His consulting services are utilized by institutions of all sizes and types, from small community-based organizations to major multi-national institutions. Internationally his programs have been implemented for participants from Asia, Europe, South America, and Australia. His work with directors has been hailed as a breakthrough in director education. His current area of focus is the credit union and community banking sector where the challenges facing smaller institutions are increasing on a daily basis.
Mr. Oliver began his career with National Westminster Bank in England, where he gained considerable knowledge of the retail financial-services environment. He then moved to Kleinwort Benson, one of the oldest merchant banks in the City of London. In 1978, he entered the world of international banking when he joined Rothschild Intercontinental Bank. With RIB he was transferred to the United States to form a new project finance/venture capital subsidiary that was subsequently acquired by Continental Bank. His experience covers virtually every sector of the financial services industry.
Educated in England in Banking and Finance, his educational background together with his extensive industry experience and a proven ability to communicate have resulted in his current position as a highly respected independent consultant. He is on the faculty of the BAI Graduate School of Banking and the Community Bankers School (formerly the Midwest Community Bankers School). He acts as lead-faculty and curriculum designer for the CUES School of Applied Strategic Management and the CUES Director Strategy Seminar. He is listed in the U.S. publications Who's Who in Finance and Industry and Who's Who in the World, as well as in the Dictionary of International Biography published in Cambridge, England. Mr. Oliver is the author of the book What Really Is Expected of Me - The Directors Guidebook and has contributed to articles in numerous financial services publications. Over the last decade he has addressed credit union executives, bankers and directors from all over the world.
Pre-Conference Session Speaker
Alix Patterson, Chief Operating Officer, Callahan & Associates
Go Tell It On The Mountain: Telling Your Credit Union’s Story
Alix Patterson is the chief operating officer of Callahan & Associates and oversees Callahan’s Product Innovation & Customer Advocacy team as well as serves on Callahan’s Board of Directors. She is a lifelong credit union member and has over 15 years of professional credit union experience. Alix has a keen ability to see the ‘story’ within the data, and has a firm grasp on the numbers credit unions need to make important decisions. She is talented at pinpointing strategic patterns and applying her data-grounded insights at both micro and macro levels to guide credit unions’ success. Prior to joining Callahan, Alix worked in the Washington, DC, research office of the Tokyo Electric Power Company and spent a year coaching the University of Michigan women’s rowing team. She holds a bachelor’s degree in Japanese and political science from the University of Michigan, a master’s degree in international affairs from the School of Advanced International Studies (SAIS) at Johns Hopkins University in Baltimore, and an MBA with distinction from the University of Oxford SAID Business School in England.
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