9:15 am – 10:30 am

Cloud Computing - what is it and why is it important to the CU - Steve Olson

CU Tango! - Terry Young

Emerging Technologies: It’s About People - James Robert Lay

How to Compensate Your CEO - Rory Rowland

The Future of Debt: New Rules, New Opportunities - Steve Sievert

Actions Speak Loader then Words: Understanding Nonverbal Communications - Jan Hargrave

 

10:45 am – 12:00 pm

Business Ethics 101 - Janie Warner

One Vision - One Voice - Rory Rowland

Open-end vs. Closed-end: The REAL Questions You Should Be Asking - Alvin Meaux

Running Effective Board Meetings - Mark Arnold

Top Five Things To Do Today To Protect Your CU Tomorrow - Jonathan Kudulis

Young Professionals Networking Session - James Robert Lay

 

1:45 pm – 3:00 pm

Cloud Computing - what is it and why is it important to the CU - Steve Olson

How to Compensate Your CEO - Rory Rowland

Marketing Review - Terry Young

The Future of Debt: New Rules, New Opportunities - Steve Sievert

Actions Speak Loader then Words: Understanding Nonverbal Communications - Jan Hargrave

Your Credit Union is on Facebook/Twitter, Now What? - James Robert Lay

 

3:15 pm – 4:30 pm

Look Outside to Grow Within - James Robert Lay

Maximizing Board Effectiveness - Janie Warner

One Vision - One Voice - Rory Rowland

Open-end vs. Closed-end: The REAL Questions You Should Be Asking - Alvin Meaux

Small is Beautiful, and an Asset - Mark Arnold

Top Five Things To Do Today To Protect Your CU Tomorrow - Jonathan Kudulis

 

Actions Speak Louder Than Words: Understanding Nonverbal Communication - Handout 1 Handout 2

It’s a scientific fact that a person’s body gestures give away his true intentions.  Actually, over ninety percent of all face-to-face communication is nonverbal; thus, the silent messages of the body often reveal more than the spoken word in conveying true feelings and attitudes.  Jan Hargrave, expert in the field of nonverbal communication and author of Let Me See Your Body Talk, Freeway of Love, Judge the Jury, Strictly Business Body Language, and Poker Face, helps you discover how to:

·                     Make a positive impression on others.

·         Persuade another to adopt your viewpoints.

·         Communicate ideas more powerfully during presentations.

·         Detect the “micro-expressions” of deception.

·         Recognize cultural nonverbal diversity and global customs.

·         Develop nonverbal leadership competencies.

·         Read others: what they say and, more importantly, what they try desperately not to say.

·         Comprehend behaviors that ensure inclusiveness in any environment.

Clear, practical and fun, this seminar offers a wealth of detailed information concerning the “hidden messages” of the people around you as well as yourself.  Jan Hargrave’s fascinating presentation gives you the advantages you need to make in-depth character assessments as well as an increased ability to form more successful and rewarding relationships.  Knowledge of this information can spell the difference between success or failure in most encounters.

Tracks: CEO/Management; Board/Volunteer; Young Professionals; Marketing

 

Business Ethics 101 - Handout  
With the collapse of some of the biggest industry leaders in the world attributed to unethical business practices, “Business Ethics” has become a big area of concern for all businesses.  This session will explore where business ethics originate, who are the “gatekeepers” of ethical practices and how every leader impacts the “ethics culture” of their institution.  Applicable for all levels of employees, it is ideally geared for credit union managers, leaders, and executives.

Tracks: CEO/Management; Board/Volunteer; Young Professionals; IT; Marketing; Lending

 

Cloud Computing – What is it and Why is it Important to the Credit Union - Handout

In this session, we will take a short look at the history and evolution of cloud computing looking at how companies are currently using the technology, then delve deeply into the pros and cons for credit unions.  Cloud computing is often a confusing, and complicated subject matter, this session is geared towards those who want to know more without the hype.

Tracks: CEO/Management; Board/Volunteer; I.T

 

CU Tango!

The saying goes: “It Takes Two To Tango”…And when they do, their close, coordinated movements can create electricity and anticipation. Rather than marketing at your members, this presentation encourages you to market with your members through interactive (social media) as well as other channels. With relevant examples and case studies, this lively presentation will show you the steps that lead your credit union’s efforts toward marketing olé.

Tracks: CEO/Management; Young Professionals; Marketing

 

Emerging Technologies: It’s About People

As technology continues to impact our day to day lives, credit unions can capitalize on new ways to communicate and build relationships with members. It can be intimidating to embrace these new technologies as there seems to be something new every week. Furthermore, you may be wondering what technologies are most applicable for your credit union. Join James Robert Lay in this engaging and interactive session as he takes you by the hand and guides you through an exciting new world where technology is all about connecting people with people. From social networks, peer to peer lending, mobile banking, and online personal financial management and in branch experiences, attend this session to be in the know about the latest emerging technologies and how you can implement them at your credit union to connect with your members.
Tracks: CEP/Management; Board/Volunteer; Young Professionals; I.T.

 

How to Compensate Your CEO - Handout
Now more than ever, executive compensation is a key yet controversial topic for financial institutions. It’s also an issue for regulators; make sure you are in guidelines for the appropriate level of compensation.  In the aftermath of the financial crisis, regulators are asking how compensation plans can be structured to better align executives’ interests with those of the members and other stakeholders. 

·         Learn how to compare your credit union to your peers with regards to CEO compensation.

·         Discover what a 457 F plan is, and do you need one?

·         Discover how to put together an executive bonus plan that is fair to the CU, CEO and members.

·         Find out 3 mistakes Board make with CEO compensation and how to avoid them

Tracks: CEO/Management; Board/Volunteer

 

Look Outside to Grow Inside

So many times, credit unions look to one another for different ideas and inspiration. From marketing to operations to IT and collections, it easy to do the same thing over and over again because, well… that’s the way we have always done it. Not anymore though. This session will challenge to you to look outside to grow inside. But where to start? James Robert Lay, Grower of Relationships (gotta’ dig the title) at PTP NEW MEDIA will take you by the hand and guide you through a crazy world where crazy and different is the norm. Company cultures that will be explored and related to the credit union movement include Starbucks, Google, Zappos, Tom Shoes and more. Come with an open mind and look outside to grow inside.

Presentation Objectives

• Challenge credit union leaders to look outside for inspiration

• Review how non-financial companies are making a difference in the world

• Relate stories and cultures back to the credit union movement

• Interactive and engaging to break out of R&D (rip off and duplicate)

Tracks: CEO/Management; Board/Volunteer; Marketing; Young Professionals

 

Marketing Review Workshops

Check your ego at the door. And prepare to have your credit union marketing materials sliced and diced. The presenters guarantee not to be as cruel as Simon Cowell, but through light-hearted show & tell exercises, the presenters guarantee they will encourage you to think of ways to make your credit union’s marketing materials more interesting, more compelling and more effective. (Note: participants should bring marketing materials to share!)

Tracks: CEO/Management; Young Professionals; Marketing

 

Maximizing Board Effectiveness - Handout

Every volunteer begins their tenure with a strong desire to "make a difference".  This session will explore ways in which each individual can use their knowledge, skills, education and experiences in ways that will maximize their value to the team of volunteers and in the process maximize the effectiveness of the Board as a unit.  

Tracks: Board/Volunteer; CEO/Management

 

One Vision – One Voice (How Boards and Managers can project a unified image) - Handout

Discover how the Management Team and Board of Directors can be on the same hymnal, same page. Find out 3 rules every credit union should live by, and how you can implement these most important rules at your credit union.  Hear real life stories of mistakes credit unions have made and how you can avoid those pitfalls, so you can have a healthy prosperous management and board relationships that help the credit union grow.

Tracks: CEO/Management; Board/Volunteer

 

Open-end vs. Closed-end: The REAL Questions You Should Be Asking

The lending landscape continues to change at a very fast pace as it is impacted by factors such as the Regulation Z changes and technology advances.  The question is not whether a credit union should do open-end or closed-end lending; it is rather how my credit union best can meet the lending needs of my members today and into the future.  This session will look at open-end and closed-end lending from both a regulatory and operational perspective. We will also discuss how new technologies such as how electronic signatures can be incorporated into your lending process, regardless of your lending method.  You will leave this session with the right questions to ask as you build the best lending strategy for your credit union in the context of the on-going debate over open-end vs. closed-end.

Tracks: CEO/Management; Lending

 

Running Effective Board Meetings - Handout
Many board members report that meetings are too long, waste time and achieve nothing. However, if planned and conducted properly board meetings can be meaningful. As senior vice president for Neighborhood Credit Union, Arnold helps CUs examine their board and its meetings. This session covers:

·                     Board packets and agenda

·                     Board chairman and committees

·                     Board self-assessment

·                     Ten steps to an effective board meeting

Tracks: CEO/Management; Board/Volunteer

 

Small is Beautiful, and an Asset - Handout

Who says being small is a bad thing? In fact, it’s a great thing and a key to doing business in today’s marketplace. Open your eyes to how your credit union’s “smaller” size is a competitive advantage that allows it to be agile, mobile, quick, and have an ear to the ground. Get ideas for using your smaller size to incubate radically differentiating ideas and innovative member experiences.

Tracks: CEO/Management; Board/Volunteer; Marketing

 

The Future of Debt: New Rules, New Opportunities

Implementation of the Durbin Amendment will usher in a new era for debit. In this session, PULSE Senior Vice President Steve Sievert will provide an assessment of what new regulations mean for credit unions and the debit industry. He also will share insights regarding the future of debit, including how credit unions can prepare for the changing debit marketplace by:

  • Understanding the factors that drive the financial performance of a debit program
  • Developing marketing tactics to increase debit card activation and usage
  • Utilizing customer segmentation strategies

Tracks: CEO/Management; Lending


Topfive things to do today to protect your credit union tomorrow!
During this session, experienced credit union attorneys will review the top five areas of liability facing credit unions today. With each area of liability, they will also discuss simple steps that your credit union can take to resolve these issues and minimize risk.
Tracks: CEO/Management; Board/Volunteer; Young Professionals; Marketing, Lending, I.T.

Young Professionals Network Session

During this session we will meet the YPN Steering Committee and fellow network members.  This will be a great time to get to know other young professionals with in the Louisiana credit union movement.

Tracks: Young Professionals

 

Your Credit Union is on Facebook/Twitter, Now What?

During this session we will do a general overview of Facebook/Twitter.  From there we will discuss:

·         Tools to manage Twitter/FB

·         Listening tools for Twitter to manage brand

·         Content strategy and creation

·         Fan promo strategies

·         Quick podcast/video work shop

·         Video is your brand... don't suck at it

·         YouTube is the new Google

Tracks: CEO/Management; Board/Volunteer; Young Professionals; I.T

























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The information contained in this website is provided for informational purposes only and should not be construed as legal advice on any subject matter. The League expressly disclaims all liability in respect to actions taken or not taken based on any or all the contents of this website.