Education Break-Out Sessions


Saturday, May 18  11:00 a.m. - 12:15 p.m.

Speaker Bios
(Saturday sessions)

Titanic Lessons of Leadership
Michael Patterson, AVP of Training & Development, TruMark Financial Credit Union
One hundred years ago, the unsinkable ship did just that, becoming one of the greatest disasters of all time. In the years that followed, experts have dissected the effects of April 15, 1912, to determine what went wrong and how to avoid it from happening again. The lessons learned from Titanic can be applied to business, as well. This metaphorically-driven presentation will revisit the events surrounding the sinking of Titanic and illustrate how they apply to current day leadership. Key points include reevaluating policies and procedures, acknowledging obstacles and being upfront with employees.

IT - Key to Your Competitive Advantage?
AdvantEDGE Financial Services, LLC / Utilities Employees Credit Union
John Acanfora, CIO & VP of Information Technology & Walt Sahaydak, IT Security Specialist

It may be mid-year but there’s still plenty of time to get the most from your information technology (IT) resources in 2013! Is IT just an operational expense or is it a key competitive advantage for your credit union? Is IT a strategic business partner? Do your technology products and services stand up to constantly evolving priorities, security controls, and regulatory scrutiny? Join this discussion forum on the benefits and challenges of integrating IT into your business. Be prepared to share your experiences and insights and gain perspectives from your peers.

The How and Why of Credit Union Advocacy
Trey Hawkins, Vice President of Political Affairs, CUNA
What happens in Washington, D.C., affects your credit union at every level. Hear the latest update on what’s happening in Congress that affects credit unions and learn how to engage your employees and members to effectively advocate on your own behalf.

Are You Connected with Your Member?
Sandy Shenk, PaCUSC State Coordinator, Pennsylvania Credit Union Association
What types of access points do your members want when trying to connect with your credit union? Is your credit union providing enough options or even the right options? This breakout session will provide your credit union with an overview of the many member access points members have been asking for.

Saturday, May 18   1:45 - 3:00 p.m.

Speaker Bios
(Saturday sessions)

Everything I Needed to Know I Learned from Batman
Michael Patterson, AVP of Training & Development, TruMark Financial Credit Union
Have you ever felt being successful at work requires the same powers as a superhero? Do you feel you are always in need of a new tool to get the job done? Have you ever wanted a cool car to drive around the city or your own cave to hang out? Employees need someone to look up to and emulate. In this presentation, employees can learn five key tips for success and advancement by following the footsteps of the comic book legend.

External and Internal Fraud Threats and Prevention
Chip McBreen, AVP of Fraud & Security Service, Members 1st Federal Credit Union
Ethics and leadership are two of the most powerful fraud prevention tools you have at your disposal. Learn to identify major external fraud threats and their countermeasures. Also learn about embezzlement, characteristics of offenders and countermeasures to fend off embezzzlement in your credit union.

Regulatory Update
Wendy Angus, Associate Regional Director, Operations, NCUA
Learn about the examination hot topics and priorities, and understand federal regulatory issues affecting credit unions. Wendy will listen to and address the challenges and concerns for the 2013 regulatory environment.

Member Data-driven Target Marketing: Real Results and ROI
Doug MacDonald, Direct Marketing Services Manager, Synergent
This session will stress the importance of a targeted marketing approach to propel lending promotions and new member onboarding to retain and create additional value in engagement. Examples of how credit unions can make the most of member data, including case studies from credit unions that have seen enhanced results, will be shared. Attendees can expect to walk away with new solutions to meet marketing goals with data-mining criteria and response tracking tools to quantify return on results and ultimately drive enhanced returns on marketing investments.