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CUNA Volunteer Institute - St. Thomas
May 1–4, 2011St Thomas, VI
Cost: $1,395
CUNA Volunteer Network members receive a $100 discount.
Expand allAbout This Event
The responsibility of being a board member is no small task and you need to be prepared for everything this dynamic financial world throws at you. From legislation to liabilities the CUNA Volunteer Institute can help you gain the skills you need to be a well informed and well equipped board member. Are you ready?
Plus! Earn the credentials of a credit union board expert.
By successfully completing identified sessions and exams, you can earn credits for the CUNA Volunteer Certification Program toward your Certified Credit Union Volunteer designation.New this year for CEOs!
Join your colleagues for an opportunity to network and share insights and issues at the CEO breakfast roundtable. This session will be moderated by an industry expert who can offer his/her insights into current issues and opportunities. Attend all of the sessions with your board, or split up and cover more ground! CEOs who are attending with at least one board member can register for the full conference at ½ price!
Location Information
CUNA Volunteer Institute - St. Thomas: May 1–4, 2011
CUNA Credit Union Board Financial Literacy Workshop: April 30, 2011
CUNA Volunteer Institute Pre-Conference Workshop: CUNA Board Fundamentals: Duties, Responsibilities & More: May 1, 2011
WYNDHAM SUGAR BAY RESORT & SPA
6500 Estate Smith Bay
St Thomas, VI 00802-1350
Phone: (877)999-3223
Fax: (340) 775-7330
All-Inclusive Resort Rates:
$295.00 USD Per room, per night, based on single occupancy
$390.00 USD Per room, per night, based on double occupancy
$553.00 USD Per room, per night, based on triple occupancy
$716.00 USD Per room, per night, based on quadruple occupancy
Children under age three, when sharing a room with parents are complimentary. Children between the ages of 3 and 12, when sharing a room with parents is $55.00 USD per child, per day. Children between the ages of 13 and 17, when sharing a room with parents is $95.00 USD per child, per day. Taxes are inclusive.*
Hotel Reservation Deadline: April 11, 2011
Preview the schedule
Topics & Objectives
Transforming Today’s Challenges into Tomorrow’s Credit Union
Mike McKinley
Today businesses and people are more challenged than ever before. As a credit union leader, it's important to understand your role, be connected as a resource to tomorrow’s success, and enjoy the process. Mike is a business person first and a speaker second. He is a credit union member, has spoken at several credit union conferences, and comes with a vast knowledge of leadership challenges and strategies. Mike’s presentations are entertaining, motivating, and down to earth. Come ready to laugh and learn your way to greater success in 2011.
Marketing to the Dot.Com Generation
Constance Anderson
Will your credit union be the financial institution of choice for today’s young people or will the bankers get their bucks? After all, over a third of them say they’d bank at McDonalds if they offered checking accounts with their fries! With credit union membership aging - the average member is 47 - credit unions must find ways to attract and retain a whole new generation. In this session, you’ll learn how to market to this fickle, mobile, and elusive generation. Take the steps your credit union must make today to insure its future!
Three Marketing Trends Every Director Should Know
Constance Anderson
In 1985, a consumer in a small town in America had a choice of three financial institutions. Today, with the Internet, that same consumer can choose among 5,000 financial institutions! Do you know how to grow your credit union in a time of intense competition? Today’s credit unions need focused, cost-effective marketing strategies to compete in a crowded financial services market. Are you on the right track? Attend this session to learn the answer.
E-governance: Using Online Tools to Build Your Board’s Effectiveness
(Level 2, 3 credits, Governance Category)
Dottie Schindlinger
E-governance, the strategic use of online tools such as board portals to enhance the effectiveness of boards of directors, is the latest governance trend sweeping the globe. Board portals provide a secure online space where board members can share resources easily, communicate efficiently, conduct committee and board work between face-to-face meetings, share calendars, and develop a knowledgebase. The smart implementation of these online tools can increase director engagement, enhance transparency and accountability, and reduce risk.
Implementing E-governance Successfully
(Level 2, 3 credits, Governance Category)
Dottie Schindlinger
Implementing any new technology solution requires careful planning; with e-governance, planning is critical to success. Building on the keynote presentation on e-governance, this session will provide a list of concrete steps you can take to implement a board software solution.
Financial Complexity & Good Governance: How Do Directors Face the New Reality?
David Reed
Your board is facing increased expectations, as proven by NCUA's new requirement, Part 701.4. From balance sheet irregularities to the basics of corporate financial literacy, today’s boards are faced with increasing pressure to stay informed of the complex regulatory and business realities of the financial services marketplace. This session will examine the basics of board service with an emphasis on recent regulatory changes, understanding fiduciary responsibility, governance concepts and how to best manage them.
Linking Credit Union Governance to Performance
(Level 2, 3 credits, Governance Category)
Ben Rogers
Too often a credit union's governance model entails more of what worked (or what didn't) last year and the years before that. Ben Rogers, research director for the Filene Research Institute, presents new findings that show which governance practices are actually linked to good performance and which are probably not worth your time. Ben shows how important tasks like recruiting, strategic planning, director succession planning, and CEO/board relations can help your board go from poor to peak performer.
Taming the Troublesome Board Member
(Level 2, 3 credits, Board Operations & Development Category)
Katha Kissman
Addressing troubling behavior in a timely manner can make the difference between troubling and troublesome. This session explores the root of troublesome behaviors and helps identify and address problems quickly, with as much grace as possible. Real-life case study examples will illustrate specific behaviors with analysis and recommendations on the best next steps, in any boardroom. Board chairs will find this empowering and accessible as the board leaders who need to take action. Chief executives will also benefit from this session in an effort to understand what might be causing trouble in the boardroom. From micromanaging and undermining the board chair to silence in board meetings, this session will address a wide range of different types of troublesome behavior.
The Board Building Cycle: Nine Steps to Finding, Recruiting & Engaging Board Members
(Level 2, 3 credits, Board Operations & Development Category)
Katha Kissman
One of the most important responsibilities of a board is to ensure that it continuously adds qualified new members and keeps them engaged. Board building should not just happen when it is time to fill a vacancy; it should be an ongoing process with year-round activities.
How Two Credit Unions Grew by Serving the Hispanic Market
(Level 2, 3 credits, Strategic Planning Category)
Warren Morrow & Murray Williams
Credit unions face many competing priorities and often seek to better serve the Hispanic community in their field of membership without knowing where to start. Learn about two credit unions that grew their membership and loan portfolio by serving this expanding segment of the market.
NCUA Update
Debbie Matz
Hear from the NCUA chairman about current administration priorities and hot-button issues. The financial services sector has gone through significant turmoil recently and this is an opportunity to hear directly from the regulators what is going on and how that may affect your organization.
Hot Button Examination Issues: Are You Prepared for the Next Round of Examinations?
David Reed
Cut through the “regulatory speak” and discover how concentrated preparation around key regulatory and operational issues can put examiners at ease. You'll also learn available responses to “regulatory entanglements.” From accepting the findings, to actively engaging the examiner during the examination process, all the way to appealing a finding to the NCUA board, you'll examine the full set of options every credit union should understand.
Member Experience & Credit Union Opportunities
(Level 2, 3 credits, Strategic Planning Category)
Ben Rogers
Why do consumers consistently give credit unions their highest satisfaction scores and yet take their business elsewhere? And, just as importantly, what can credit unions do about it? Turns out that the things that keep members, are not always the same things that attract them. Ben Rogers, research director at the Filene Research Institute connects the dots among member experiences, credit union efficiency, and overall strategy. You'll leave with a firm grasp of how to attract and hold on to new members.
Protecting Your Personal Assets
(Level 2, 3 credits, Safety & Soundness Category)
John Wallace
In today’s world, unintentional oversight can result in costly legal action against you or your credit union. Current industry trends - such as more loan defaults and foreclosures, rising unemployment, and a growing focus on corporate governance - are only increasing this exposure. The duties of a director, including the “duty of care” and “duty of loyalty” are discussed, as is corporate governance and indemnification. The basics of directors and officers insurance is explored, and a top ten checklist is supplied for credit unions to protect themselves from lawsuits due to management liability.
The Perfect Storm: Lender Liability & Lending Trends in Today’s Economy
(Level 2, 3 credits, Safety & Soundness Category)
John Wallace
The recent economy has generated an unprecedented number of foreclosures, repossessions, and collections. Unfortunately, the number of lender liability lawsuits has mirrored this trend, and is expected to continue to increase in the future. This session will illustrate typical case law allegations, including negligence and breach of fiduciary duty, and will help you learn how to protect your credit union from these exposures. Also, you'll learn the basics of repossessions and foreclosures, ways to minimize lender liability losses, and how insurance can protect your credit union.
Who Should Attend
Affiliation with CUNA/League is required for attendance.
Instructors
Constance Anderson
Constance is a nationally-recognized credit union marketing consultant and trainer. She has been an instructor of marketing for the CUNA Management School, the Southwest Management School, and the CUNA Marketing Management School. In addition, she has spoken to credit union marketers at state conferences from Maine to California. She has also spoken about credit union marketing to the national conferences of NACUSO, NASCUS, and the National Youth Involvement Board. Constance is the author of three marketing texts published by Credit Union National Association: Strategic Credit Union Marketing, the Marketing Handbook for Credit Unions, and Catch Your Members on the Net. She also consults with credit unions across the U.S. to craft strategic marketing plans.
Jason Boles
Jason is CEO of Fans Created, an innovative results-oriented speaking, training, and consulting services firm specializing in creating internal and external fans for organizations nationwide. Jason has built a solid reputation as an energetic, entertaining, and thought-provoking speaker, trainer, and consultant. Blending his skills and experience in both stand-up comedy and the business world, Jason combines his knowledge and humor to deliver meaningful and entertaining sessions for audiences nationwide.
Katha Kissman
Katha is a BoardSource senior governance consultant. Based in the Washington, DC area, Katha has over 25 years of experience managing and consulting with non-profits. As a senior governance consultant, Katha provides individualized board consultation and training and conducts workshops on governance issues. She has particular expertise in assisting boards with compliance, fiscal management, fundraising, relations and retention, risk management, special events, strategic planning, team-building, and training.
Debbie Matz
Debbie was nominated by President Barack Obama to serve as the eighth board chair of the National Credit Union Administration. As Chair of the NCUA Board, she is the spokesperson for the agency and oversees the regulation of federal credit unions and the administration of the federal insurance fund covering approximately 8,000 credit unions with over $800 billion in assets. Debbie has extensive experience on Capitol Hill. Prior to becoming NCUA board chair, she served on President Obama’s Economic Transition Team. From 2006 until June 2008, Debbie was the Executive Vice-President/Chief Operating Officer of a federal credit union serving 90,000 members with branches in the United States and Europe.
Mike McKinley
Mike is a businessman, motivational speaker, consultant, author, business owner and developer of a showcase garden destination. For over 25 years, he has been involved in the daily operations of the multi-million dollar educational publishing house that he founded.
Warren Morrow
As CEO and founder of Coopera Consulting, Warren promotes Coopera's 
approach to serving Hispanics throughout the credit union industry. He works with credit unions to position themselves for long-term growth by serving Hispanics. Warren served on Iowa Lieutenant Governor's Diversity Committee, was awarded the Iowa Friends of Civil Rights Award for work with immigrants, was named one of the Des Moines Business Record's "40 under 40," and was profiled in CityView's, 10 People Making a Difference piece.
David Reed
Attorney, author, consultant and nationally recognized speaker, David is a partner in the law firm of Reed and Jolly, PLLC and founder of CU Doctor, a full service credit union consulting practice. Through Reed and Jolly, David provides guidance to credit unions concerning a variety of matters including the establishment and revision of credit union policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters and corporate governance.
David is particularly noted as an expert in the areas of credit union operations, bankruptcy and collections. He has been selected to train NCUA Field Examination and Audit Staff on numerous issues including ID Theft Red Flags, S.A.F.E Act, Third Party Contract Management and Bankruptcy matters.
Ben Rogers
Ben is the research director at Filene Research Institute. For Ben, ‘correct’ is important but ‘useful is paramount. With that lens, Ben manages and edits a brimming pipeline of economic, market, and policy research related to the consumer finance industry. As the Filene Research Institute’s research director he speaks widely on credit union topics and has authored nearly twenty Filene reports, including much of the Institute's young adult research. Ben has served as director of the Institute’s CU Tomorrow project, and previously as editor of The CEO Report and chairman of the National Directors’ Convention. Ben has been cited in the Wall Street Journal, American Banker, the Credit Union Times, and the Credit Union Journal.
Dottie Schindlinger
Dottie is vice president of e-governance for BoardEffect, Inc., the leading 
provider of board portal solutions for non-profit boards of directors. In this role, Dottie provides leadership and promotes BoardEffect® as an expert in the field. She speaks internationally on the role of e-governance in enhancing board leadership, and has written for a wide range of publications.
John Wallace
John is the director and product executive for the Special Insurance Package
(SIP) and Bond for CUNA Mutual Group in Madison, Wisconsin. He is responsible for the business strategy, product management, execution, and overall financial results for SIP and Bond products. He is also responsible for developing and executing product-level strategy.
Murray Williams
Murray is the chief operating officer of the Iowa Credit Union League. In this role, he manages ICUL's operations while overseeing all dues and fee-based services, and providing integration with ICUL subsidiaries and partners. He has been with ICUL and its subsidiaries since 1996, most recently as vice president. Murray has been inducted into the International Executive Volunteer Corps for the World Council of Credit Unions and is a former chairman of the national Public Relations Society of America's Association/Nonprofit Section. He sits on several community and industry committees, and is a member of the Iowa and American Societies of Association Executives.
Bring A Guest For Just $199!
Share the sunny Virgin Islands with your family! Guest registration includes both tours and the reception Tuesday evening.
Optional tours include:
Magen's Bay Beach BBQ (Included for Attendees & Registered Guests)
Sunday, May 1, 2011
Enjoy a fun afternoon at a world famous beach. Magen's Bay is a breathtaking bay on St. Thomas' rugged north shore. With crystal clear waters, a mile of soft white sand, coconut trees and a short nature trail, Magen's Bay Beach is reported to be one of best in the world. What a day - swim, walk the beach, and work up an appetite for a hearty BBQ and afterwards soak up a little sun. Be entertained in a tropical paradise.
Sightseeing Island Tour with Shopping (Included for Registered Guests)
Tuesday, May 3, 2011
(includes lunch)
What better way to get to know this beautiful island with its colorful history and charming culture, breathtaking views of Caribbean beaches, ocean panoramas, tropical vegetation and some of the best shopping in the Caribbean? Your narrated bus tour makes stops at scenic overlooks on the way to Blackbeard's Castle. Step back in time at Blackbeard's Castle with the world's largest collection of copper & bronze life-size pirates, sample the rum in the Rum Museum and learn more about colonial life. We'll end the tour in the heart of Charlotte Amalie.
Space is limited for both tours. No refunds for tours.
Cancellations
For more program content information, call 800-356-9655, ext. 4249, or e-mail training@cuna.coop.
For registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.
100% Guarantee
CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.
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