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This event is FREE for CUES Unlimited and Unlimited+ Members

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. 

Live Q&A Format

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.
 

About the Presenter:

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.

Tuesday, September 15, 2020
Presenter: Brooks Berardi, Executive Benefits Specialist, CUNA Mutual Group

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...

Key Takeaways:

• Invest outside the limitations of Parts 703/704 to help offset expenses for executive and employee benefits—and your CU’s charitable donations.
• Invest in funding options such as Business-Owned Life Insurance (BOLI), annuities, trading stocks and bonds and FASB-compliant equities—with the possibility of increased returns but some additional risk.
• Structure a funding program that is compliant and fits with your strategic goals.
   

For virtual education support, review these helpful steps and frequently asked questions.
 

About the Presenter:

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.

Thursday, October 15
1:00 - 2:00 p.m. Central Time
Presenters: Darlene Dumont, DBA; Deedee Myers, Phd, MSA, PCC; Peter Myers, MSC, PCC

*Note: This Webinar contains three 15-20 minute sessions focused on different topics

Seth Jaffe, General Counsel & VP/Incident Response Practice, LEO Cyber Security
Original Air Date: 12-11-2018

Members of the board of directors have the duties of care and loyalty to their credit union, duties that extend to cyber security as well. Several attendees of the 2018 CUES Execu/Net seminar asked for more information on what is required of a board member. Therefore, this follow-up session was set to discuss policies, programs, and protocols board members can put in place to protect the credit union and fulfill board member obligations regarding cyber security.

This event is FREE for CUES Unlimited and Unlimited+ Members

Wednesday, November 18, 2020
Presenter: Bill Goedken, Founder and CEO, idea5 Strategies

This session offers "Strategic Thought" and "Strategic Issues" along with some predictions of how the Post-COVID landscape will be in 2021 and beyond. These insights are a cumulation of thoughts from different business leaders, CEO's of Financial Institutions, and national experts compiled for your consideration. Other trends using hard data will be shown. Bill Goedken himself has moderated or attended over 600 Strategic Planning sessions in his career spanning over 4 decades. He will share what he is "hearing on the street" from businesses and financial institutions in North America.

Session Format:

This 45-minute session offers insight from a subject matter expert and a live Q&A, offering the opportunity for the audience to interact via live chat questions.
 

For virtual education support, review these helpful steps and frequently asked questions.
 

About the Presenter:

Bill Goedken
Founder and CEO
idea5 Strategies

Bill Goedken is founder and CEO of idea5 Strategies, a nationwide financial institution consulting firm. Bill is an accomplished entrepreneur, author, volunteer, trusted business advisor, and a frequent speaker at conferences worldwide.  He was the former founder and CEO of Profitstar, Inc., and the original inventor of the popular PROFITstar ALM model for financial institutions.  Between Profitstar and his current firm of idea5 his firms had over 3000 financial institution clients representing over $1.5 Trillion in Assets.  Bill was a volunteer (Vice Chair) at Westerra Credit Union in Denver, CO, and has served 10 years on the Board of Directors of American National Bank, a $3.5 billion (in assets) bank with locations in 3 states. He has either moderated or attended over 600 Strategic Planning sessions at banks and credit unions worldwide.

Bill holds dual BBA's in Accounting and Finance, MBA in Finance from the University of Iowa, and has CPA, CMA, and CGMA certifications.  He is a past Chairman of the Credit Union Executives Society (CUES) Financial Suppliers Forum and has served on the board of directors for many not-for-profits.   

Thursday, October 27
Presenters: Trace Ledbetter, EVP, State National; Loren Shelton, VP Insurance Solutions, State National 

Presented by Trace Ledbetter and Loren Shelton, this discussion-based webinar will focus on how change can be a positive driver for innovation. Change does not have to mean looking at challenges as problems — with the right mindset, change can be the catalyst for incredible opportunities. See how State National as well as several credit unions in the company's Client Advisory Council adapted to this year of great change, and how they are approaching transitions that are sure to come in the future.

Key Takeaways:

• Change opens the door to opportunity
• The psychology of change
• SNC's internal and external change and how the challenges of 2020 evolved our business and our client service
• Members of SNC’s Client Advisory Council share their stories of change/opportunity
   

About the Presenters: 

Trace Ledbetter
EVP
State National

Trace Ledbetter is Executive Vice President at State National Companies, where he directs and oversees delivery of all services and products for Lender Services, including customer relationship management, underwriting, and claims.

Loren Shelton
VP Insurance Solutions
State National 

Loren Shelton is the V.P. of Insurance Solutions of State National Companies (SNC), a division of Markel Corporation.  He manages the underwriting, claims, and new business implementations for a portfolio of over 6 million loans.  With over 15 years’ experience, he has an extensive knowledge of SNC’s collateral protection products.

This event is FREE for CUES Unlimited and Unlimited+ Members

Tuesday, January 12, 2021
Presenter: Celeste Cook, CEO, cuStrategies LLC

Learn what you can do as a leader to lead and manage change more efficiently and effectively in uncertain and challenging times.  

Organizational change is one of today’s most difficult leadership challenges especially when faced with a pandemic.  Credit unions across the nation must find ways to lead and manage change as well as continual disruptions more efficiently and effectively.  Successful credit unions must be quick and nimble in their efforts to be responsive to its members’ needs and the ever-changing environment internally and externally.   

Key Takeaways:

• Explore a holistic approach to leading and managing change
• Determine the best approach to lead change during and post COVID-19
• Discover how our roles as leaders can effectuate positive change and outcomes  
• Identify obstacles that can impede the Change Process
• Discover ways to overcome barriers and bottlenecks to better effectuate positive change 
• Explore key strategies to create a better “New Normal” 
• Determine the best approach to get buy-in and engagement from all stakeholders in the change process
   

For virtual education support, review these helpful steps and frequently asked questions.
 

About the Presenter:

Celeste Cook
CEO
cuStrategies LLC

As a credit union industry strategist, Celeste provides strategic planning services, experienced consulting services, and expert training programs to the credit union industry.  In addition to being a consultant and trainer, she is a keynote and motivational speaker with a dynamic and engaging style that have made her highly sought after within the credit union industry.  Celeste has also served as an industry expert as well as a motivational and keynote speaker for credit union associations and leagues nationwide. 

Along with being CEO of cuStrategies LLC, she has been involved in the credit union industry for more than 20 years and a professional speaker and trainer for 15 of those years–also working for a $1.6 billion credit union in Atlanta, Georgia, and working as a consultant and trainer with Rex Johnson of Lending Solutions Consulting.  

Celeste’s expertise and training programs/schools in leadership, lending, collections, marketing/business development, and sales and service for credit unions have helped credit unions with assets ranging from $20 million to $2 billion.  She brings her credit union expertise, experience, and proven strategies, which have fostered her credit union clients’ increases in membership growth, loan growth, and profitability.  For instance, one credit union experienced 33% loan growth through consumer loans in 12 months using cuStrategies’ lending strategies. Celeste also increased loans by 215% in nine months through SEGs during her tenure in Business Development at MAX Credit Union in Montgomery, Alabama.

Celeste has a degree in business management and a Certification in Sales Leadership Strategies through the Credit Union National Association. She has been a contributor to industry publications such as CUinsight, Credit Union Executive Society, Credit Union Times, and Credit Union Journal as well as Branch Managers Letter, a national publication.  Celeste is also writing a book on leadership and service.  

Tuesday, December 1, 2020
Presenter: Andy Roquet, Executive Benefits Specialists, CUNA Mutual Group

This session will overview the importance of charitable giving with context to the important role businesses and organizations have the opportunity to take on in supporting communities, the history of credit union community involvement, and ways credit unions can impact communities through strategic community giving. This aligns with "Giving Tuesday", a national event held annually on the first Tuesday following Thanksgiving. 

Giving Tuesday, often stylized as #GivingTuesday for the purposes of hashtag activism, refers to the Tuesday after Thanksgiving in the United States. It is a movement to create an international day of charitable giving at the beginning of the Christmas and holiday season. 

For virtual education support, review these helpful steps and frequently asked questions.
 

Key Takeaways:

Credit unions can strengthen communities, attract and retain members, staff and leaders, and strengthen their bottom line-all at the same time, through strategic charitable donation programs. 
 

Who Should Attend:

Credit Union C-Suite and upcoming leaders. 
 

About the Presenter:

Andy Roquet
Executive Benefits Specialists
CUNA Mutual Group

Andy Roquet is an Executive Benefits Specialists at CUNA Mutual Group for the past 10 years. Prior, he held a number of leadership positions at CUNA Mutual over his 32-year career. He has spoken at credit union conferences and webinars as well as published articles on executive benefits, total benefits prefunding, and charitable donation accounts. Andy is FINRA securities registered and insurance licensed.