NACUSO Annual Conference Agenda (4/3) Agenda & Exhibitor Information Can Also Be Viewed from NACUSO's Event Mobile App
Total Page:16
File Type:pdf, Size:1020Kb
NACUSO Annual Conference Agenda (4/3) Agenda & Exhibitor information can also be viewed from NACUSO's Event Mobile App All NACUSO meeting functions are located in the Disney Yacht & Beach Club’s Convention Center NACUSO Conference Registration: Asbury Rotunda Monday’s Opening Welcome Reception: Outdoors on the Shipwreck Beach Exhibits Café, Breakfast, Lunches, Tuesday & Wednesday’s Hospitality Receptions: Grand Harbor Ballroom South General Sessions: Grand Harbor Ballroom North & South Breakout Sessions: Asbury A, Asbury B, Asbury C, Asbury D & Hampton Conference Day 1: Monday, April 14 7:15 a.m. Bus Departs to Disney’s Lake Buena Vista Golf Course (8:30 a.m. Shotgun) Porte Cochere Golfers meet at the Porte Cochere of the Convention Center (next to the Yacht Club) 10:00 a.m. Exhibitor Set-up Grand Harbor South Exhibitors Pickup Shipments at the Business Center in the Convention Center 1:00 p.m. to 5:30 p.m. Conference Registration Asbury Rotunda After 5:30 p.m. Badges can be picked up at the Welcome Reception – “Shipwreck Beach” 1:00 p.m. to 5:30 p.m. Exhibits Café Open Grand Harbor South 2:30 to 3:30 p.m. General Session: Hot Topics for CUs & CUSOs in 2014 Asbury C & D Guy Messick, Partner, Brian Lauer, Partner, Amanda Smith, Partner & Mike Heller, Associate, Messick & Lauer PC Kick off the conference with a discussion of what’s hot in Credit Unions & CUSOs. Panelists will discuss recent market and legal trends with a focus on what we will cover in more detail during the conference. 3:30 to 4:30 p.m. General Session: The CUSO Trap for Regulators Asbury C & D Mary Martha Fortney, NASCUS President/CEO John Kolhoff, NASCUS Chairman & Director Michigan Office of Credit Unions Brian Knight, General Counsel, NASCUS John Kolhoff, NASCUS Chairman and Director of the Office of Credit Unions in Michigan will share a state regulator's perspectives of CUSOs and other third party service providers. John will examine the supervisory concerns with third parties and discuss how oversight is provided in the banking sector and at the state level. Drawing on those models and his experience in Michigan, John will explore the options for enhancing supervision of third party service providers in the credit union system and the traps regulators must be careful to avoid. 4:40 to 5:30 p.m. (3) Breakout Sessions (concurrent) Entrepreneur/CEO: The Credit Union Solution to America’s Negative Credit Crisis Asbury A Mike Hales, CU Revest LLC The session will discuss • The cause and effect of the negative credit epidemic • Going off the grid: The downward spiral of “prior prime” credit union borrowers to subprime loan customers • What bankers can’t accomplish: Member Recovery and Credit Rehabilitation • A timely and necessary source of new credit union capital Entrepreneur/CEO: CUSOs and Bitcoin: Regulation and Revenue Asbury B Todd Erickson, Bitcoin Foundation, Regulatory Affairs Committee Learn the facts and get first-hand experience of the revolutionary technology known as Bitcoin. Get the latest information on the state of the regulatory environment as well as where it looks like the potential income opportunities are in the near future for CUSOs Entrepreneur/CEO: The Digital Shift …The Impact of Mobile Technology on Payments Asbury C & D Fredda McDonald, PSCU "Tweet it? Pin it? Like it?“ All of these phrases have new meaning in our mainstream conversations today because our social interactions are increasingly enabled by digital media. And since money is a social issue — this impacts everything our credit unions do in terms of the tools and technology to be relevant to the new consumer. How is your CUSO taking advantage of the digital revolution to keep credit unions front and center with members? This session will be an interactive breakout with Fredda McDonald, Chief Creative Officer of PSCU to examine trends and share best practices to stay ahead of the digital curve. 5:30 to 7:00 p.m. Welcome Reception Hosted by Platinum Partners Outdoors at the Shipwrecked Beach Conference Day 2: Tuesday , April 15 7:30 to 5:30 p.m. Conference Registration Asbury Rotunda 7:30 to 5:30 p.m. Exhibits Cafe Open Grand Harbor South 7:30 to 8:15 a.m. Networking Breakfast Buffet & Exhibits Café Grand Harbor South 8:15 to 8:30 a.m. Opening Welcome Grand Harbor North 8:30 to 9:30 a.m. General Session/Opening Keynote Grand Harbor North Robert Herjavec, The Herjavec Group and Celebrity Judge on ABC's "Shark Tank" "The Will to Win - Leading, Competing & Succeeding" Through the generous sponsorship of MasterCard Worldwide, NACUSO is proud to present Robert Herjavec from ABC’s popular “Shark Tank” as a keynote speaker as well as one of the judges of NACUSO's 2014 Next Big Idea Competition. Whether you are seeking to build the next big company in communications technology, to become the most respected teacher in your educational system, or to make a lasting impact as a leader in your field, the most important decision you can make, according to Herjavec, is to reject mediocrity and push for innovation. In the long run, “good enough” is never good enough, whether in our personal lives or in our careers. Drawing on anecdotes from his own life and from the lives of celebrity friends such as Oprah, Georges St-Pierre and Celine Dion, Herjavec delivers valuable life lessons that promise to guide attendees to greater happiness and success. 9:30 to 9:45 a.m. Refreshment Break & Exhibits Café Grand Harbor South 9:45 to 11:45 a.m. Next Big Idea Competition with Robert Herjavec, ABC's Shark Tank Grand Harbor North 11:45 to 12:45 p.m. Speaker Luncheon: Rick Metsger, NCUA Board Member Grand Harbor South "CUSOs - Challenges and Opportunities in an Evolving Regulatory World" Rick Metsger was nominated by the President to serve on the Board of the National Credit Union Administration and he took the oath of office on August 23, 2013. NCUA Board Member Metsger has extensive public policy and private-sector experience in the areas of financial services, consumer protection, taxation, and strategic communications. A long-time credit union supporter, Board Member Metsger will provide his perspective on CUSOs and the important role of collaboration among credit unions as well as the role of the regulator in overseeing the management of the investment and operational risks in CUSOs/collaborations. Don't miss this unique opportunity to hear from an influential new NCUA Board Member. 12:45 to 1:45 p.m. General Session: Dialogue with NCUA Grand Harbor South Pamela Yu, Staff Attorney, Office of General Counsel, Regulations and Legislation, NCUA Frank Kressman, Associate General Counsel for Regulations and Legislation, NCUA D. Scott Neat, Office of Examination & Insurance, Director of Supervision, NCUA This is your chance to talk directly to key senior staff from NCUA; an invaluable opportunity to ask your questions and provide your feedback on important issues. 1:45 to 2:00 p.m. Refreshment Break & Exhibits Café Grand Harbor South 2:00 to 2:50 p.m. (5) Breakout Sessions (concurrent) Investment Services: The Perfect Storm: When Demography Meets Longevity Asbury A Hendrix Niemann, CUNA Brokerage Services, Inc. What happens to a country when the social safety net constructed many decades earlier collides head-on with a massive number of aging beneficiaries of those programs - most of whom are living far longer than expected? We are about to find out. Lawrence Fink, CEO of Blackrock Investments, the largest asset management firm in the world, stated in a recent interview that longevity “is the defining challenge of our age”. Dr. Ken Dychtwald, arguably the world’s foremost demographer, startled a recent audience by explaining that “…two thirds of all the people in the history of the world who have ever lived past the age of 65 are alive today”. When you combine demography and longevity with some fundamental structural changes to the U.S. economic system, you have the makings of a perfect storm that we will be dealing with for a generation. This presentation offers a surprising and also sobering look at the challenges ahead for our country, our banking system and individual credit unions and their members; and provides specific recommendations for riding out the storm. Insurance Services: Current Trends in the Property Casualty (Auto and Homeowners Insurance ) Asbury B Channel and Why Credit Unions Have a Clear Advantage Over Others Thomas Linn, Marsh Berry & Company, Inc. During this session Mr. Linn will share with attendees current insights into the trends in the auto and homeowners insurance channel. These trends provide credit unions with a distinct advantage in this alternative channel over others and provide a much needed relevant stream of non-interest income to a credit union’s bottom line. Mortgage Services: The New FHLB/Ginnie Mae Mortgage Partnership Finance Program Asbury C Eric Schambow, Mortgage Partnership Finance ® (MPF ®), Federal Home Loan Bank of Chicago Learn about the Federal Home Loan Bank system and how it provides liquidity to credit unions as well as access to the secondary mortgage market through its mortgage purchase programs. We will discuss our existing mortgage products and how you can sell loans to your local Federal Home Loan Bank and share in the rewards of good loan performance as well as new products and services the Mortgage Purchase Programs are working to bring to its membership MBL: Thinking of Launching a MBL Program? Know What You Are Getting Into Asbury D Jim Gallagher, Member Business Solutions LLC, Mark Ritter, Member Business Financial Services & Kirk Wiebusch, Centennial Lending LLC This panel of industry experts will discuss what it takes to start a MBL program.