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Board Resources - CCUBE



CCCU and CUES International Convention

June 20 - 23, 2015

Moon Palace Golf & Spa Resort - Cancun, Mexico

Your price:


CUES Member$1,135.00

Director Member$1,135.00


Ryan Estis

Sunday, June 21
10:45a.m. - 12:00 p.m.
General Session only:  Passion on Purpose, Turning Corporate Culture Into a Competitive Advantage

This keynote reviews how to cultivate a high-engagement, high-performance work culture. As we prepare for the next growth cycle in business, leaders need to understand the needs and expectations of the modern workforce. Ryan pushes back on conventional thinking with new research and case studies from category-leading companies that succeed at maximizing human potential and elevating performance.

To win in today’s market, you need a healthy organization: tuned-in employees, authentic leadership, open communication and trust. Leaders are called to cultivate the kind of workplace where people come first and performance and profit follow.

Most organizations leave too many opportunities on the table and waste a huge amount of their people’s potential. This keynote offers practical advice to help you reverse that trend.

After this keynote, audiences and organizations will understands what it takes to elevate engagement, unleash human potential and compete to win in the new world of work.

Learning Objectives

  • Embrace change in the new economy.
  • Learn from global workforce trends and forecasting from our research portfolio.
  • Build high-trust, high-value relationships.
  • Connect employees to a shared vision and set of values.
  • Effectively use emerging technology to improve communication, culture and work life.


Meagan Johnson
Johnson Training Group
Phoenix, AZ

Tuesday, June 23
9-10 a.m.
Closing Keynote:  How do You Zap the Multi-Generational Gap?

Today’s workforce includes an unprecedented five generations, all working side by side to serve the economy. The credit union industry is no exception to this market diversity.

It’s vitally important for executives to understand how to maintain both employee and customer relationships across all generations, including the Traditional Generation, Baby Boomers, Generation X, Generation Y, and the Linkster Generation. 

Each generation has very unique wants, needs and desires. You must understand what motivates each generation, and how to tap into their motivation, to foster more productive relationships with employees and provide a better service to every member. 

Traditional human resource and customer service approaches are no longer sufficient for retaining the best employees and customers; ignoring the different, but very valid, goals of each generation will cost you employees, customers and ultimately dollars.

You’ll walk away with a clear understanding of the source of generational conflict, an understanding of the cost of “hoping it will just go away,” and with a clear cut path to multi-generational productivity. You will also leave armed with De-Coder cards that work as a quick refresher and a guide you can share with others.


Ron Galloway
Columnist and Filmmaker

Sunday, June 21
1:30-2:45 p.m.
The Payments Revolution: The Impact of New Financial Technologies & Implications for Growth, Competition & Fraud

In the last 10 years, technology has enabled rapid changes in the very nature of money, how it is stored and how it is perceived. Companies are leveraging scale and I.T. to enter the payments/money business, and this will have an impact on credit unions.

PayPal users have billions of dollars in their accounts. The Wal-Mart Money Card is de facto the long awaited “Wal-Mart Bank.” i.e. it is a deposit account in all but name. Apple's iTunes has 650 million customers and is about to put the iWallet on its iPhones, which could make it the 4th largest payments system in the world. The fastest growing bank in Japan exists only on a phone. Bitcoin is a virtual currency that bypasses the traditional payment system completely and is used worldwide (even at Home Depot). Google, Facebook, and Amazon are all rolling out digital wallets. Even your phone provider may become a bank. The common thread running through the above products is their end-run around the traditional financial system. What is the impact of these existing products on credit unions, and what other “virtual money” is on the horizon? How can credit unions take advantage of this opportunity, and avoid the fraud pitfalls that accompany it (a lesson Target learned the hard way)?

People want simple, transparent financial services, and it has to be available on the move. People expect the same level of service through all channels, whether mobile, PC, or branch, and the ability to jump freely from one to another. The credit union industry is becoming the BIT industry (banking, information, technology), powered by integrating data and offering services delivered on a mostly mobile platform. This session demonstrates how to offer innovative mobile content, products, and services that fit customers' changing needs, and allow credit unions to compete in a world where the nature of money is shifting.

Jackson Hataway

Monday, June 22
3:15 - 4:15 p.m. 
Keynote: “Moving at the Speed of Digital

Monday, June 22
1:30 - 3:00 p.m. 
Breakout: “The Good, The Bad, and The Innovative

Moving at the Speed of Digital: Next Generation Banking
Financial institutions can no longer purely rely on brick-and-mortar to connect with and engage consumers – they have to insert themselves into a world that is increasingly dominated by digital screens and constant digital connectivity. The online and offline worlds are blending together in a way that is altering how consumers select products and services, determine service quality, share their experiences and make purchases. For banks, this disruption has resulted in an industry filled with new competitors – some of whom have never before been in the financial landscape. Big Data, social and mobile aren’t just buzzwords – they’re key elements of building digital financial institutions that are prepared to meet the demands of consumers with greater expectations of “free” financial services delivered in seamless, intuitive and secure forms.

The Good, The Bad, and The Innovative: Driving Innovation without Depleting the Bottom Line
Most credit union executives will tell you that when it comes to meeting all of the needs and demands of their members, their credit union is stretched thin. Members are looking for seamless, high quality service in the branch, over the phone, online, in an app or through any combination of these channels, and they want that service to be tailored to them. We wish we could just throw resources at the problem – but we also know we’re all operating in a resource constrained environment. We constantly feel the need to prioritize initiatives based on the member segments we serve, the footprint we have and the immediate opportunities in our markets, and that’s just to sustain the business we’ve already built. Credit unions that want to differentiate themselves and drive sustainable growth in a financial landscape that is evolving both in terms of complexity and competition have to innovate in order to stay ahead of the curve. And they have to do so without adding overwhelming stress to capital, people or infrastructure. That means you can’t “just innovate,” you have to target innovation around areas of strategic value where you can think big, act small and fail forward.

In this engaging and hands-on session, Jackson Hataway, Ph.D. will use his work with leading edge high tech corporations like Adobe and Microsoft, where innovation is everything, as well as his experience building innovation labs at credit unions across the country to help you identify models and systems for making target innovation a part of the DNA of your credit union. Participants will leave with takeaways and tools to capture the transformative potential of innovation that already lives within their credit unions.

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