Sunday, October 21, 2018

Succeeding in a Challenging Market: Strategies & Tactics for Emerging Leaders, Tracy Morgan
2:00 PM to 3:00 PM
Your credit union is unique. And you can learn from others’ successes and failures. In this interactive session with significant dialogue among attendees we’ll discuss what it means to think strategically. We will look at examples and analyze why they worked or didn’t work in a given context. We will review a range of proven planning processes, frameworks and tools that will help your unique organization develop the strategies and tactics to find your path to succeed in this challenging market. You’ll be able to put these processes and tools into practice right away at your credit union so that you can contribute to your organization’s success while simultaneously building skills to take the next step in your career. 


Owning Your Content and Knowing Your Audience, Marne Franklin
3:00 PM to 3:30 PM
From an audience of one to a room full of thousands, learn how to lean into your audience and communicate more effectively. You’ll learn about how the DISC assessment is your best friend when it comes to communicating with your team members and how knowing your content will save you from embarrassment like I had my first time in a room full of conference attendees.


A Foundation of Social Good: Your Members, Their Credit Union, Andy Johnson
3:30 PM to 4:30 PM
In this session all participants will be talked through, and participate in, a telling of the history of credit unions. What does it mean for a credit union to be a financial institution but also a social organization? How did they get started? Being a leader in a credit union requires the understanding of a number of factors, but at the heart of everything a leader does should be what credit unions do for our communities. The National Credit Union Foundation's Andy Johnson will give emerging leaders a history lesson on credit unions and their mission, and how this should drive their decision-making. 

Monday, October 22, 2018

Opening Keynote: Invisible Influence: The Hidden Forces That Shape Behavior, Jonah Berger
8:35 AM to 10:00 AM
Invisible Influence: The Hidden Forces That Shape Behavior. Are you trying to motivate employee behavior and consumer buying decisions, or drive political or public opinion? Dr. Jonah Berger’s most recent speech looks at the subtle and secret influences that drive the decisions we make—from what we buy to where to eat to what we wear and the careers we choose. A must-see presentation for HR, sales, and leadership teams—and anyone tasked with persuading others to take action—Dr. Berger argues that other people’s behavior influences us at every moment of our lives, and that learning to better understand the influences driving you, your co-workers, employees, family members, potential partners, business associates, and clients can lead to more productive relationships and lives.

Drawing on research he conducted for his book Invisible Influence, Dr. Berger integrates studies of business, psychology, and social science to lift the cloak of invisibility from the driving forces behind our daily choices, transforming the way audiences see themselves and others. With this speech, Dr. Berger shows audiences how to, as Zappos CEO Tony Hsieh put it, “influence others, make smarter decisions, or just better understand the mystery that is human behavior.” A speech brimming with ideas that will provoke deep reflection, Dr. Berger gives audiences the tools they need to capitalize on invisible influences.


Protecting Credit Union Members and Families from Fraud & Identity Theft, Liz Loewy and Howard Tischler
1:40 PM to 2:40 PM
Credit unions face a growing range of financial threats affecting members and their loved ones, including fraud, identity theft, and persistent scamming. It’s no secret that scammers target vulnerable members, especially seniors, and victimize them in ever-emerging and sophisticated schemes. A growing number of customers are serving as ‘financial caregivers,’ keeping an eye on more than their own finances—they have older and younger family members who may also need help managing their money. Financial exploitation victims lose, on average, $120,000, which is the amount the average 50 year old has saved for retirement. Credit unions can play a critical role in protecting members’ life savings. New technology tools can block communications from scammers, pay bills on time, identify issues related to a member’s decision-making capacity, and detect suspicious activity on accounts, credit cards, credit reports, and the Dark Web. Taking steps to leverage these user-friendly tools will serve to enhance the credit union’s reputation as a leader in fraud prevention and a champion in protecting the financial health of their members.


Change Is Not Top Down, Linda Nedelcoff
1:40 PM to 2:40 PM

In 2015, CUNA Mutual Group conducted an internal survey to better understand their employees’ morale and sense of purpose. Leadership couldn’t believe the results: theirs was a workforce registering higher than the industry benchmark on every measure. But the following year – when the organization shifted from developing their multi-year strategy, to enacting it – employees felt disengaged. The same survey showed declines in all but one category.

CUNA Mutual Group’s leaders knew that to meet the challenging goals they had set, and remain a strong partner for the broader credit union movement, they needed to truly engage employees in their corporate strategy.

The 2017 survey results returned to desired levels but now a new challenge unfolded: how would leaders maintain employee engagement through continuous evolution of strategy and change?

Join Linda Nedelcoff, Chief Human Resources Officer, as she takes us through CUNA Mutual Group’s employee engagement journey.


NCUA/NJDOBI Roundtable
1:40 PM to 2:40 PM
Join Thomas Hunt and Christopher Lopes from the NJ Division of Banking and Insurance along with Marcus Vanderwall and Terry Adam from NCUA for an update on the regulatory front.


2018 New Jersey Economic and Business Outlook, Ryotaro Tashiro
2:45 PM to 3:45 PM
Ryo Tashiro, a regional economic advisor in the Research Department of the Federal Reserve Bank of Philadelphia, will provide a current look at regional economic conditions and the business outlook including the impact of fiscal and monetary policy. 


Resilient Leadership Skills for Women Executives, Part 1, DonnaLyn Giegerich
2:45 PM to 3:45 PM
Being average is out. Being memorable is in. But how do we stand out as notable professionals in a world that spins to win at the speed of light? Join us for an interactive conversation on talent agility and how the best leaders are adapting their resilient leadership skills today. By attending this session, you'll consider a different way of working in the world that celebrates the power of languaging, learning and listening without missing a beat on performance and purpose. Attendees will also have an opportunity to apply the skills and engage in an assessment for improvement.


Customer Empathy in the Digital Age: How Technology Companies Disrupt Established Businesses With New Thinking, Karthik Sethuraman
2:45 PM to 3:45 PM
A simple smartphone app shook an entire taxi industry, a mail order company killed a brick-and-mortar video rental business and an e-commerce company with an online computing platform pushed a mainframe giant to the edge of breaking.

New inventions didn't spawn these Goliaths but rather attention to three principles that enhance customer empathy. In this session, you will learn to apply these principles to deepen member relationships and grow membership.


Guest Program: Yoga with Marissa
3:00 PM to 4:00 PM
You’re only as old as your spine! Join Marissa Anema for a gentle (and fun!) yoga flow that will have you stretching and smiling (which, believe it or not, is yoga!)! Any and all levels are welcome. Even if you’re unsure of yoga, join us for a discussion on mindfulness.


Cybersecurity Insights from the FBI, Brett Yeager
4:00 PM to 5:00 PM
FBI Supervisory Special Agent Brett Yeager will discuss current and emerging cyber threats as well as security controls that can be used to protect your critical systems. He will provide an overview of the FBI Cyber Division and how the local FBI Newark Cyber Task Force leverages partnerships to combat the increasing cyber threat.  


What's Trending In Leadership, Part 2, DonnaLyn Giegerich
4:00 PM to 5:00 PM
You may be smart but are you effective? Intellectual firepower has limits. The highest performing teams prioritize executive presence skills. Attend this session for a discussion on what EP is, who’s got it, and how to develop this career enhancing skill. Breakouts to hone your skills and develop your understanding of topics discussed will be part of this learning experience. Appropriate for all levels of leadership.


The State of State Politics, Ben Dworkin
4:00 PM to 5:00 PM

This has been a fascinating year in New Jersey politics – and we haven’t even gotten to the November elections! A new progressive governor took over. He instantly became the most powerful chief executive of any state in the country, but still has to navigate the never-ending demands of special interests, elected officials, the voters, and others – all during the Age of Trump, which places everyone in uncharted political terrain. This discussion will focus on how things are going so far and what we can expect in the future.


Tuesday, October 23, 2018

The Three Biggest Website Questions for 2019, Marne Franklin
8:30 AM to 9:30 AM
In this session, we’ll cover the issues and trends for credit union websites in the coming year including 1) what you need to know about the latest ADA-compliance regulations and legal battles, 2) why a responsive, mobile-friendly site is no longer just an option, and 3) web design trends to maximize the member experience. Bring your questions for this interactive hour!


Using Analytics to Improve Business, Randy Thompson
8:30 AM to 9:30 AM
All living creatures, every machine and each business are unique systems with interrelated and interdependent parts. Changing one part of the system affects other parts, as well as the whole system, in usually predictable ways. Positive growth of a system depends upon how well the system adapts to its environment. This session will examine the vital signs that undergird your credit union system and discuss how to adapt and maintain them in healthy ranges to assure credit union financial health.


Financial Strategies to Enhance Value for Members, Adam Goldstein
8:30 AM to 9:30 AM
An improving economy and evolving interest-rate environment presents new challenges from a growth, expense, liquidity and interest-rate risk perspective. The Federal Home Loan Bank of New York will share balance sheet, liquidity management and business growth strategies that Credit Unions are using to help them continue to enhance their value to their members despite ongoing operational challenges.


Strategic Planning: 5 Steps to Your WHY and 2019 Trends, Robin Brunner
9:30 AM to 10:30 AM
Your credit union might know WHAT it does, but do you know WHY? Very few credit unions know WHY they do WHAT they do. This interactive session will bring you through the process of identifying your WHY and identify 2019 trends that could impact your credit union.


Expanding Loan Portfolios with a Credit Builder Program, Randy Thompson
9:30 AM to 10:30 AM
This is a presentation on how to incorporate financial counseling, pricing and underwriting in a credit builder program.


Active Shooter Training
9:30 AM to 10:30 AM
In this session, you will learn viable strategies on how to respond to an active shooter event; in particular, an analysis of the time of crisis as an event unfolds, review of an actual event, and details learned from an investigation of an event. Information discussed will allow you to educate your team back at the credit union.