Hawaii's Credit Unions for Kids Golf Tournament to Benefit Kapiolani Children's Miracle Network

Na Leo brings sweet harmonies to Friday banquet

Relevant, insightful, and exciting educational sessions are set 

Vendor Opportunities! Exhibit booths, sponsorships, and more

Board of Directors Duties & Responsibilities (Thursday Breakout)
Mary Wong, Hawaii State FCU & Kevin Herring, Ashford & Wriston

Review of NCUA and HRS regulations regarding duties and responsibilities for credit union directors, including handling of potential conflicts of interest and avoiding the appearance of impropriety, and audience Q&A.  Sample code of conduct and disclosure form presented for discussion.

Kevin W. Herring is the managing partner of Ashford & Wriston, LLP. His practice focuses on commercial litigation. He advises credit unions on issues pertaining to intellectual property, litigation, subpoenas, garnishments and other legal process. Herring earned his law degree from Case Western Reserve University School of Law, where he was Notes Editor of the Law Review. Prior to law school, Mr. Herring earned his undergraduate degree in Management Information Systems from the University of Hawaii.

 
Mary Wong is senior vice president and general counsel at Hawaii State FCU.Wong joined Hawaii State FCU from the Honolulu law firm Ashford & Wriston LLP, where her practice focused on financial institutions. She has represented a number of credit unions, banks and Hawaii Credit Union League in management and operations. 

Supervisory Committee Duties & Responsibilities
William Akamine & Jon Nakamoto, Hawaii State FCU

Review of the roles and responsibilities for credit union supervisory committee, including developing the risk assessment and audit plan, performing audits and reporting results.

William Akamine

A certified compliance officer, Bill is a graduate of the University of Hawaii at Manoa. He started his financial industry career as a bank economist. 

Jon Nakamoto is vice president of Internal Audit at Hawaii State FCU.  He reports to the Supervisory Committee and supports the Committee by performing internal audits of credit union operations.  He has reviewed internal controls and performed internal audits of financial institutions for over 30 years.

Cybersecurity Threat Landscape
Freddy Ludiazo, Intech & Liam McGrail, FBI

Freddy Ludiazo, Director of Sales & Marketing at Intech, a Honolulu Firm serving local businesses and credit unions by providing IT Services and Cybersecurity Protection. Ludiazo is a 15 years Technology Executive with focus on education for the non-tech users.

Special Agent Liam McGrail is assigned to the FBI Honolulu cyber squad, focusing is on criminal cyber intrusions and cyber financial crimes. His previous work also included white collar, virtual currency, and fraud cases. Prior to serving in the FBI McGrail was a U.S. army officer, and consultant at Accenture.

Bank Secrecy Act for Volunteers (Thursday Breakout) 
Dorie Fitchett, Hawaii Credit Union League

Volunteers need to understand the importance of Bank Secrecy Act (BSA) regulatory requirements, ramifications of noncompliance, and risks posted to the credit union. Learn what can happen if the credit union does not comply with BSA, the U.S. Patriot Act, and the Office of Foreign Assets Control.

Dorie Fitchett is Hawaii Credit Union League’s regulatory officer and has over four decades of experience working for and serving the needs of Hawaii’s credit unions. She assists credit unions with regulatory compliance activities, which includes publishing the weekly InfoSight eNewsletter, conducting Bank Secrecy Act training, and researching answers to specific compliance questions. Fitchett is certified as a Credit Union Compliance Expert and Bank Secrecy Act Compliance Specialist.

CECL Made Simple (Thursday Breakout)
Stephen Nelson, Utah Credit Union Association

Even though regulators have assured the industry that smaller, less complex institutions won’t have to hire a third-party provider to meet CECL requirements, a tremendous amount of uncertainty remains for those credit unions. In this nuts-and-bolts session, we boil CECL's requirements down to its essentials, and walk you through three methodologies, step-by-step.

Developing a Cyber Security Program (Friday Breakout)

Because of the technical nature of cyber security, it can be easy to be intimidated by the prospect of developing a cyber security program. The good news is that regardless of technical skill level, every credit union can develop a program that addresses the risk it faces. In this session, we’ll talk about a framework for thinking about cyber security, and provide tools for evaluating risk, and making plans for addressing that risk.

Don’t Leave Overdraft Compliance to Chance 
Cheryl Lawson, JMFA

Cheryl Lawson is executive vice president of compliance review for JMFA Next Generation Overdraft Privilege® and other profitability programs. Her expertise is focused on helping JMFA clients fulfill all regulatory requirements and consumer protection expectations. Lawson’s impressive background includes more than 30 years of experience in global information technology and financial operations, as well as consulting, communications, training, and project management. She is a sought-after authority for compliance issues at numerous industry events.

Investment Portfolio Strategies to Offset Slower Loan Growth 
Steven Houle, Catalyst Corporate FCU

Pearl Harbor or Pearl Jam: Marketing Across the Generations (Friday General)
Mark Arnold, On the Mark Strategies

Rotary phones. Touch-tone phones. Cell phones. Smart Phones. Each generation identifies itself with unique cultural images. Consumers active in today’s marketplace are divided into five distinct groups: Matures, Baby Boomers, Xers, Millennials and Generation Z. Your willingness and adaptability as an aggressive marketer will determine how successful you are in reaching and bridging these critical age ranges. Get an overview of each generation and learn practical ways to market financial products that are appealing to each group.

Who is the Member of the Future? (Friday Breakout) 

The member of the future: the notion conjures images of self-driving cars and biometric banking. While tomorrow’s member will indeed use different tools, this person will possess their own unique sets of challenges and demands on the retail financial services environment. The member of the future, with their individualized needs, is right around the corner. Are you ready for them? This session will cover how the member of the future is:
• Technology obsessed
• Generationally unique
• Diverse demographically

Mark Arnold is an acclaimed speaker and expert in branding and strategic planning for credit unions. He helps credit unions achieve their goals with insight and energized training. He speaks regularly to audiences around the country on many topics, including branding, marketing, strategy and leadership.

Bridging the Gap Between CUs & Fintech (Saturday Breakout) 
Brian Kaas, CUNA Mutual Group 

As new technologies rapidly transform the financial services landscape, more and more credit unions are looking to partner with fintech companies to help them innovate, grow and better serve their members. For many credit unions, however, it is a daunting challenge identifying, evaluating and developing these partnerships. This session will address the latest fintech trends, explore opportunities for credit unions to collaborate with fintechs, and provide best practices for credit unions interested in partnering or investing in fintech companies.

Navigating the Digital Lending Landscape (Saturday Breakout) 
As consumer demand for convenience continues to drive member expectations, have you worried that your credit union is falling behind in terms of bringing innovative products and services to market?  Have you had an initiative end with something no longer relevant in the marketplace?  Have you ever developed a new product exceeding a budget long before it’s completed and launched?  Do you want to experience faster time to market and an earlier ROI?  If the answer to any of these questions is yes, here’s your chance to hear more about best practices leveraging an Agile development process.

Brian Kaas is president and managing director of CMFG Ventures, LLC and oversees all aspects of CUNA Mutual’s venture capital program. Additionally, Kaas serves as the vice president of corporate development at CUNA Mutual Group.  He is responsible for evaluating and executing a broad range of acquisitions and other strategic transactions for the organization.  He serves as a board member for several financial technology start-up companies and is a frequent speaker on emerging fintech trends.  Kaas joined CUNA Mutual Group in 2012.

.

Benefits & Process of Becoming a CDFI 
Pablo DeFilippi, Inclusiv

Pablo DeFilippi, CUDE, is senior vice president of membership and network engagement at Inclusiv. He leads Inclusiv’s membership development and engagement strategies and manages Inclusiv/Network, a network of community development finance practitioners that provide valuable consulting services to CDCUs. DeFilippi has more than 20 years of experience in community finance, working with regulated financial institutions both in the domestic and international arena. Originally from Chile, DeFilippi came to the US in the early 90s and almost immediately became involved in credit unions.

Driving Revenue Growth (Saturday Breakout)
Roger Grannis, Grannis Group  

Discover the “real life” skills to make meaningful, trusting connections with your existing and potential members. Learn how to ask effective questions that allow us to get to know the “real people” and what’s important to them. Provide “real solutions” by presenting relevant information about your credit unions products and services to drive revenue growth.

Roger Grannis has improved business performance at some of the biggest names in banking: Wells Fargo, Royal Bank of Scotland, GE Capitol, Synchrony. He is considered one of the most energizing, knowledgeable and entertaining speakers on influence, sales, and communications. Grannis brings a rare combination of expertise and humor to every speaking engagement. He continuously hones his craft as a member of the National Speakers Association.

Creating Value for Your Credit Union Members and Community (Saturday Breakout)
Moderator: Randall Smith, CUDE, CUInsights
CUDE Panelist:  Monica Belz, Kauai Government EFCU; Mary Ann Otake, Hawaii First FCU; Jennifer Sims, Hawaii State FCU

Randall Smith is co-founder and publisher of CUInsight.com and host of The CUInsight Experience podcast. As publisher of CUInsight.com he looks for innovative ways to spread the credit union message, connect people, and keep the credit union community informed. Smith is a Credit Union Development Educator (CUDE Winter 2015 - best class ever) who works with credit unions, leagues, associations, and partners on a variety of topics including media relations, business development, and strategic thinking to get new ideas off the ground.