Network with Your Peers
Execu/Summit® Attendees by Title
Wednesday, October 14, 2020
Presenter: Debra Fine, Keynote Speaker, Trainer and Business Networking Authority
Are you texting less because you long to connect via voice? Stumbling on what to say after “How are you?” during virtual interactions with clients and members? Do you wish to nourish better connections with colleagues and staff at work, members and the community at large?
Join Debra Fine for this Elite Access course focused on building and fostering better conversations in these unprecedented times. Learn how to launch deeper dives that foster connection, keep conversations going and even how to gracefully end the small talk and move on to the business at hand.
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Debra Fine
Keynote Speaker, Trainer and Business Networking Authority
A former engineer, Debra Fine is the author of bestselling books The Fine Art of Small Talk: How to Start a Conversation, Keep It Going, Build Networking Skills and Leave a Positive Impression (Hachette) and The Fine Art of the Big Talk (Hachette) along with her just released third in the Fine Art series: Beyond Texting: The Fine Art of Face to Face Communication for Teenagers all translated and published in two dozen countries across the globe. A 25+ year member of the National Speakers Association, Debra now travels the world via virtual or face-to-face as a keynote speaker and trainer. She presents programs to hundreds of audiences that include National Electrical Contractors Association, Texas Association of School Boards, National Restaurant Association and the American Institute of Architects. A regular Huffington Post blogger, Fine's recent media appearances include The Today Show, NPR Morning Edition, Fox Business News, New York Times and CNN. View additional information about Debra at www.DebraFine.com.
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Tuesday, September 29, 2020
Presenter: Christian Levis, Lowey Dannenberg P.C.
Data breaches present a unique challenge for credit unions, which are often among the most financially (and reputationally) impacted entities following cyberattacks on third-parties (e.g., retailers) that handle their customer's personal information. This session will discuss strategies for evaluating potential responses to a third-party data breach and how those options might affect a credit union's legal rights in light of recent court decisions.
This course will aim to provide attendees with a framework they can use to better evaluate the costs and benefits associated with various potential responses to a third-party data breach. Participants will also learn about potential sources of regulation governing data security and how those regulations are being applied in recent payment card data breach cases so they can better understand their legal rights.
For virtual education support, review these helpful steps and frequently asked questions.
Christian Levis
Partner
Lowey Dannenberg P.C.
Christian Levis is a partner at Lowey Dannenberg P.C., a law firm with offices in White Plains, New York, and West Conshohocken, Pennsylvania.
An avid computer programmer with years of experience developing mobile applications, Mr. Levis heads Lowey Dannenberg’s data breach practice group, representing consumers and financial institutions across the country. Mr. Levis currently serves as court-appointed co-lead counsel in In re Wawa Data Sec. Litig., Case No. 19-cv-06019 (GEKP) (E.D. Pa.), where several credit unions are pursuing claims on behalf of financial institutions allegedly impacted by the breach of Wawa’s payment card system. Mr. Levis also serves as court-appointed co-lead counsel in In re Rutter’s Inc. Data Sec. Breach Litig., Case No. 20-cv-00382 (M.D. Pa.), another payment card data breach, where he represents a class of consumers allegedly affected by malware installed on Rutter’s payment card system.
In addition to spearheading the firm's data breach practice, Mr. Levis has extensive experience handling complex class actions, including antitrust, commodities, and consumer protection cases. Mr. Levis has played an integral role in recovering hundreds of millions of dollars on behalf of class members.
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Previously Aired: Thursday, August 6, 2020
Presenter: Michael Daigneault,CCD, CEO, Quantum Governance
Quantum Governance CEO Michael Daigneault will speak directly to credit union CEOs and board directors about the unique challenges associated with strategic thinking and planning during this time of uncertainty. Traditional planning just won't work in the face of unpredictability and financial uncertainty. Michael will provide attendees with a working approach to strategy—leveraging both scenario and cyclical planning; discussing practical considerations for your strategic planning and touch on the role that your vision and mission play as you adapt your plans for the future.
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An understanding of how to adapt your strategic planning process during crisis.
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Lorie Masters and Richard Garabedian from Hunton Andrews Kurth
Original Air Date: 12-12-2018
Cyber hacking, ransomware, social engineering. These and other schemes pose threats today to all businesses. However, because financial institutions are one of the most targeted businesses and face the highest average number of claims, these threats pose special risks to companies in the financial sector. Cyber insurance is a key part of risk management today. This presentation will address the types of insurance available, best practices, regulatory guidance, key provisions to consider in purchasing and negotiating the terms of such coverage.
This webinar playback is available to all CUES members as a benefit of your membership.
Tuesday, August 25, 2020
Presenter: Jeremiah Lotz, Managing Vice President, Digital Experience & Payment Products, PSCU
Meeting member needs today and in the post-COVID-19 environment has clearly evolved from expectations earlier in 2020. Learn how credit unions can maintain meaningful connections with members as payments make and maintain the shift from physical to digital.
It’s vital for credit unions to meet member expectations for an “always ‘on’ experience” – with 24/7/365 access to their credit union, especially when it comes to payments. Here are key steps for credit unions to take today and following the COVID-19 pandemic:
For virtual education support, review these helpful steps and frequently asked questions.
Jeremiah Lotz
Managing Vice President, Digital Experience & Payment Products
PSCU
Jeremiah Lotz directs PSCU's initiatives to empower the company's Owner credit unions with innovative and engaging payment solutions. Lotz leads an experienced team dedicated to delivering PSCU's credit, debit, prepaid, fraud, mobile banking and online bill payment services. He also manages the strategic relationships PSCU forges with leading payments technology providers to ensure Owners have access to world-class platforms and solutions that build profitability and loyalty.
This webinar playback is available to all CUES members as a benefit of your membership.
Thursday, October 29, 2020
Presenter: Lauren Grimshaw
How do you unlock the collective wisdom all around us - at work and in our communities? In this session, we explore a method for powerful group learning. You'll experience a total shift: from passive to active learning, expert to crowd-sourced ideas, and serving individuals to serving the whole group.
For virtual education support, review these helpful steps and frequently asked questions.
Lauren Grimshaw
Lauren Grimshaw’s passion is helping people create the clarity and traction they need to make their vision a reality. She is an expert in digital and in-person facilitation, specialized in designing and facilitating high impact learning environments for workshops, offsites, summits and conferences. At Take Back Work, Lauren helps companies create workplace cultures they love. She has over a decade of experience as a leader of operations and innovative product development across diverse industries: military, non-profit and technology sectors.
Lauren holds a BS in Systems and Information Engineering from the University of Virginia and an MBA from Rochester Institute of Technology.
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Tuesday, November 10, 2020
Presenter: Ancin Cooley, CIA CISA, Founder/Principal, Synergy Credit Union Consulting, Inc.
Both starting and fully realizing the potential of ERM is a difficult task for even the most season risk management professional. Not because of the work itself, but because the level of coordination and cooperation required across multiple departments that are typically silo'd. In this interactive session, Ancin Cooley with Synergy Credit Union Consulting will share his experience developing and auditing ERM programs.
This 30-minute session offers insight from a subject matter expert via a live Q&A (podcast-type) format, allowing time available for questions from the live audience.
During this session, attendees will gather new perspectives and knowledge, challenging them to integrate these ideas into their own experiences and role.
For virtual education support, review these helpful steps and frequently asked questions.
Ancin Cooley, CIA CISA
Founder/Principal
Synergy Credit Union Consulting, Inc.
Ancin Cooley, CIA CISA, is the Founder and Principal of Synergy Credit Union Consulting, Inc. Synergy helps credit unions grow and thrive by helping them manage risk, increase profits, and help members. Synergy accomplishes this thru a suite of services that includes: supervisory committee training, director training, strategic planning, loan review, internal audits, and regulatory compliance reviews. As principal, Ancin manages a growing portfolio of clients throughout the United States and Caribbean. He brings more than 15 years of experience to the industry. Ancin honed his skills while working as an with US Treasury Dept. At the Treasury, he performed examinations for financial institutions ranging from $1 million to $8 billion in total assets. After leaving the Treasury Dept. Ancin worked for a regional accounting firm where he led internal audits, as well as loan and pre-regulatory examination reviews. When not advising clients, training for triathlons, or spending time with his family, Ancin designs and conducts trainings for the Credit union industry. In addition, he is a well sought-after expert contributor to a host of financial publications. He has most recently been featured in Forbes Magazine and the Credit Union National Association. Ancin is originally from New Orleans, LA. but, currently lives in Chicago.
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Traditional investments are coming due with high levels of liquidity. With interest rates demonstrating all-time low returns and a large influx of deposits emerging during these challenge times, what is your credit union to do with the excess cash on hand?
With predictions for declines in lending and other fee income said to continue well into the future, what can your credit union do to utilize alternative sources of income, as blessed by the the NCUA and are consistent with market-driven returns, to generate potentially better returns with additional risk?
Regardless of what happens, the show must go on...
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Brooks Berardi
Executive Benefits Specialist
CUNA Mutual Group
Brooks is an executive benefits specialist for CUNA Mutual Group, a
company that specializes in the strategic program design, implementation, financing and administration of executive benefits programs, as well as funding solutions tailored to credit unions for employee benefits and charitable donations.
Brooks works with credit unions in the West Region and brings over 11 years experience in the financial services industry. Prior to joining CUNA Mutual Group, he was a Senior Internal Wholesaler with MetLife Investors. He was also a Registered Investment Advisor and Life Insurance Agent within a high net worth boutique investment advisory firm in Portland, Oregon.
Brooks holds a Bachelor of Science in Business Administration and a minor in Economics from the University of Oregon. He is FINRA securities registered and holds life, health and variable annuity licenses.
This webinar playback is available to all CUES members as a benefit of your membership.