Session Descriptions


Tuesday,  March 21, 2017


Think Big, Act Bigger: The Rewards of Being Relentless 
Jeffrey Hayzlett

The book, and the program, is a take-no-prisoners, no BS attitude adjustment for those of us who call ourselves entrepreneurs. Following the success of his prime-time show, C-Suite With Jeffrey Hayzlett, companies look to Hayzlett for the secret behind the success of entrepreneurs and executives who can move mountains. "I’ve owned franchises, ran small businesses (and sold over 200 of them), and I have been the CMO of a Fortune 500 company. I’ve learned that in every business and in every industry, limitations exist everywhere—mostly in our minds and in the stories we tell ourselves. Getting past these limitations is hard work. My new book and keynote focus on the attitude we need to overcome the obstacles that face our businesses every day. No one is coming to save us, none of us will win the lottery. Everyone can think big, the art is in acting bigger.” – Jeffrey Hayzlett

Economic Outlook
Doug Duncan

Doug will share his views on economic growth, as well as labor market, consumer behaviors, and their impact on the overall economy. He will discuss, in particular, the housing and mortgage markets. Outlooks for the mortgage rates, home sales, and origination activities will be covered.

What Fraudsters Know That The CEO Needs to Know

Ken Otsuka

Spam, shams, and other scams!  The face of fraud constantly changes largely due to relentless fraudsters putting in new twists and turns in the schemes.  In order to stop fraud before it happens, you really need to know what fraudsters look for.  Find out what’s trending in frauds that credit unions are facing – such as wire frauds, member ACH payment frauds, loan scams, and plastic card fraud.  The session will point out common fraud characteristics, identify ways that you can assess your risk levels, and share best practice tips to help minimize impact at your credit union.

What is the Sound of a Tree…Would Someone Notice if You Were Gone?
Tansley Stearns

Is your credit union relevant? Would someone notice if it just disappeared one day? I mean, they’d notice if their money was gone but would the rest matter to them? Credit unions are navigating through a transformative era where members’ needs are evolving and disruptive technology is influencing service delivery. The time is now to refocus so that your credit union is positioned to deliver measurable impact in the digital age.

Credit unions will look better to consumers if they show:

  • Impact. Credit unions can show how they help members navigate life-cycle and other financial challenges.
  • Transparency. Credit unions should use business intelligence to see, show and share impacts benefitting members and the communities they serve.
  • Competitiveness. Credit unions must invest strategically in user-facing technology and the bells and whistles consumers are demanding.

This session will show you how to take advantage of each of these to help meet your bottom line business objectives.

Grounded: Anchor Management for Strategic Leadership and Effective Decision-Making

David Peterson

How will you lead in a time of crisis? Get shipwrecked on a deserted island with David Peterson, and see if you display grounded leadership, or if you are just plain grounded!

In the summer of 1979, David (on the sailing vessel, Alacrity) was shipwrecked on a deserted island. Critical decision and decisive leadership at key moments would potentially have avoided the crisis. Fortunately, rescue was quick, yet the negative economic and emotional impact of this disaster extended for years. There are many lessons to be learned about how we deal with adversity, but the more important lesson is to employ strategies and tactics to effectively mitigate the impact of disasters (or avoid disasters in the first place)! This session will use the shipwreck of the Alacrity as well as historical disasters to draw specific lessons on how to handle adversity.

Are there ways to lessen the negative effects of a disaster while you’re in the middle of one? Are there specific steps you could take now to lessen the negative effects of a disaster yet to come? The answer to both questions is a resounding yes! If you are a business leader, or an individual exercising leadership in your job, family, or community, Grounded, will teach you about the three positive “anchors” that enable people to become grounded and the three negative “anchors” that we must minimize to enable good decision-making and strategic leadership skills.

Wednesday,  March 22, 2017


Contagious:  Why Things Catch On

Jonah Berger

What makes things popular?

Word of mouth is 10 times as effective as traditional advertising, but why do people talk about and share certain things rather than others? Why do some products catch on, some ideas diffuse, and some online content go viral?

Wharton professor Jonah Berger has spent the last decade answering these questions. In Contagious, Berger reveals the secret science behind word-of-mouth and social transmission. Discover how six basic principles drive all sorts of things to become contagious, from consumer products and policy initiatives to services and ideas within organizations.

Contagious combines groundbreaking research with powerful stories. Learn how a luxury steakhouse found popularity through the lowly cheese-steak, why anti-drug commercials might have actually increased drug use, and why more than 200 million consumers shared a video about one of the seemingly most boring products there is: a blender. If you’ve wondered why certain stories get shared, e-mails get forwarded, or videos go viral, Contagious explains why, and shows how to leverage these concepts to craft contagious content. This book provides a set of specific, actionable techniques for helping information spread—for designing messages, advertisements, and information that people will share. Whether you’re a manager at a big company, a small business owner trying to boost awareness, a politician running for office, or a health official trying to get the word out, Contagious will show you how to make your product or idea catch on.

Your Credit Union in 2020
Sundeep Kapur

Join us for an insightful session where we will discuss the top five challenges you face and offer solutions to the issues you confront. Our discussions will draw from over 50 organizations - financial institutions, FinTech brands, and companies outside our industry.
The focus will be on the practical aspects of what we can do to apply innovation and expertise into our own credit unions in the following areas:

  1. Your Branch: How would you transform your branch? What technology would you invest in? What type of new branch would you open? Could an ATM serve as a standalone branch? What would you do to serve your members efficiently?
  2. Future Payments: How we pay is changing – it is going digital. What lessons can we learn from initiatives like Starbucks, Uber, Apple Pay, and pilots around the world? With an increasing emphasis on digital cash, what wallet strategy should we invest in? What is the ATM’s role in a digital world?
  3. Integrating Digital: Responsive, available, easy – these are member expectations. What can we do to manage inbound and outbound member outreach? How can we equip our credit union to compete with web-only financial institutions? What can we do to improve internal digital efficiency? 
  4. Protecting Information: What measures do you have in place to protect your financial institution against criminal/unauthorized use of electronic data? What are you doing to protect your consumer data across channel? What are you doing to prepare for biometric authentication? Is biometric safe?
  5. Smarter Employees: What are you doing to create financial counsellors – experts who can mentor members with their financial journeys? What training are you providing your employees? How are you ensuring that your employees are up to date with the latest information and technologies?

The Life Changing Jar!
Alison Fett

Maslow’s Hierarchy of Needs suggests that all humans have a desire to reach their full potential yet only 15% of people do so. The jar is a tool designed to bridge this gap. It represents basic concepts; however, they require intentional practice. When these concepts become habitual, basic human needs are satisfied, inspiring individuals to take the next step toward reaching their full potential. The closer people are to reaching their full potential, the more engaged they become. Although these concepts at common sense, they are not common practice!

Why engagement matters:

  • Financial performance is 4 times better in organizations with fully engaged employees/team members
  • Fully engaged employees/team member are 87% less likely to quit