2017 Annual Convention

Mark your calendars and join us! Our convention theme—Next Generation Solutions—reinforces the vision of credit unions as financial services solutions for the next generation of consumers. Here are some of the educational sessions we have lined up for our convention. Bookmark this page for convention updates as they become available!





Thursday 4/6/17 • Learning Agenda

Optional Pre-Convention Concurrent Sessions
Sessions are free for CU staff and volunteers, however you must pre-register by the February 24, 2017  deadline.

Bank Secrecy Act Training
Dorie Fitchett, Hawaii Credit Union League
Volunteers need to understand the importance of Bank Secrecy Act (BSA) regulatory requirements, ramifications of non-compliance, and risks posed to the credit union. Learn consequences of noncompliance with BSA, the U.S. Patriot Act, and Office of Foreign Assets Control.

CU Volunteer 201
Dennis Tanimoto, Hawaii Credit Union League
NCUA Board adopted a final rule requiring all directors of federal credit unions to be financially literate. Gain a better understanding of your credit union’s financial statements and analyze its financial performance.

Basic ALM Principles
David Scott, Balance Sheet
Volunteers will learn easily understandable key and relevant ALM terminology. Then discover what regulators want from your credit union with real-life examples that provide clear, concise, and practical applications.
Understanding NCUA’s New IRR Supervisory Approach
Frank Santucci, First Empire Securities
NCUA finalized its new supervisory approach to evaluating interest rate risk, which was fully implemented January 1, 2017. Gain a greater understanding of what credit unions need to know about the new approach.
Salute General Compliance and Avoid Major Disaster
Mark Komatsu, HawaiiUSA FCU
Understanding the compliance landscape—with its changes, updates, and amendments—is everyone’s responsibility.  Learn reasons for new and amended regulations. Determine what regulators expect and how best to address these expectations. Gain insight on interacting with different business units, external and internal auditors, examiners and much more.

Friday 4/7/17 • Learning Agenda

Concurrent Sessions

Economic Update
Steven Rick, CUNA Mutual Group
How will the global economy, overall financial sector, and Federal Reserve affect the U.S. economy, interest rates and ultimately credit union balance sheet and earnings performance?  Steve Rick will analyze and establish standards of performance measurements your credit unions can use. He will also identify trends in savings and loan activity, and weigh the influence of future economic events on growth patterns.  

Stop Complaining! Start Growing! 
Sean McDonald, Your Full Potential
Successful leaders in history have a few characteristics in common. Instead of complaining, they focus on making things better. Stop complaining and start growing. Get motivated and see be more productive. Get off the “Complain Train” and get on track to achieve goals and exceed expectation.

Advertising – Television and Digital
JoAnna Finley, KHON2
Media is changing and consumers have more ways to get information. How do you differentiate yourself from the competition? Television and digital advertising are the most effective ways to reach an audience, but the hardest to navigate. Many questions will be answered with stories of successful television advertising campaigns. You will also learn about SEO, SEM, targeting, and social media advertising. 
Beyond Disruption
Steven Rick, CUNA Mutual Group
An ever-growing cast of financial technology (FinTech) startups such as Lending Club and Venmo, are seeking to disrupt retail financial services such as credit unions. A new breed of financial institutions has also arisen and threatens slower moving traditional incumbents. Gain insight on these developments and learn practical steps for moving beyond disruption. 

Saturday 4/8/17 • Learning Agenda

Concurrent Sessions

How to Stay Relevant in a Competitive Lending Space
Don Arkell, Credit Union Lending Advice
Lending is becoming a commoditized business. How do you stay top of mind for loan seeking members while still earning yield? What keeps members coming back to you? If members can get loans anywhere, why would they come to you? Discover the greatest competitive advantage top performing credit unions have. 

Who are you? Communicating Your Brand
JoAnna Finley, KHON2
Communication done well connects while communication done poorly isolates.The most eye opening part of this session will be watching communication with the sound off. Whether you are trying to communicate to a mass audience, manage a team, or ask for a raise, the tips you learn will help improve your communication skills.
Panel Discussion: Attracting and Retaining Younger Members
Kristy Akao, Hawaii Community FCU
Monica Belz, Kauai Community FCU
Allison Maertens, Hawaii State FCU 
Barbara Pagay, Maui County FCU
Moderator Laurie Moore, Hawaii Credit Union League
Moving from a “Service” to a Sales Culture
Don Arkell, Credit Union Lending Advice
The financial services industry is more competitive than ever before. Your members have more loan options today than they did 10 years ago. Your credit union needs the right attitude about lending and the right people in the right positions. Learn how to transition your credit union from a service to a sales culture. 
The Race for Talent
Denise Gabel, Northwest Credit Union Association
It’s harder to find good talent these days. Even if you find the right talent—how do you retain that talent? What’s behind the magic in that call from the recruiter? You can build a pipeline for talent—it will take some TIME—and this session is a great place to start.
Evolve or Die!
Sean McDonald, Your Full Potential
A lot of people and organizations resist change, but things will change anyway. If we don’t change, if we don’t evolve to meet current marketplace needs, if we don’t make adjustments to how we conduct business, if we don’t continue to learn and develop, the writing’s on the wall. Discover the nature of change, why it’s so difficult to accept sometimes, and how to meet the “challenge of change” head-on.
Closing General Session

Next Generation Solutions: Where the Lessons Live
Denise Gabel, Northwest Credit Union Association
How do you build a culture that embraces innovation and change? How do you get everyone moving together with new energy for an unexpected future? Gain a greater appreciation of the leadership that lives in all of us. You’ll sharpen your eye for finding the leadership lessons around us and applying those lessons to your organization and team.