WELCOME ICUL VIRTUAL STATE LEGISLATIVE SUMMIT April 19, 2021 WITH SPECIAL THANKS TO OUR SPONSORS Page 1 of 72 ICUL STATE LEGISLATIVE SUMMIT April 19, 2021 10:00 A.M. – 3:40 P.M. TENTATIVE SCHEDULE OF EVENTS 9:45 a.m. – 10:00 a.m. LOG INTO ZOOM SESSION 10:00 a.m. – 10:10 a.m. WELCOME ➢ Tim O’Donnell, Chairman – ICUL Board 10:10 a.m. – 10:20 a.m. OPENING REMARKS ➢ Tom Kane, President & CEO – ICUS ➢ Sponsors: Dave Feldhaus, SVP/Director-External Affairs – FHLBC Dennis Adams, President/CEO – ASI 10:20 a.m. – 10:30 a.m. CONFERENCE OVERVIEW ➢ Keith Sias, Sr. Vice President Governmental Affairs – ICUL 10:30 a.m. – 11:15 a.m. STATE LEGISLATIVE ISSUES UPDATE ➢ Arthur Turner, Jr., Founder/Partner – GR Consulting ➢ Larry Luster, Founder/Partner – GR Consulting ➢ Ashley Sharp, VP State Advocacy & Legislative Counsel - ICUL ➢ Stephen Olson, Attorney at Law - Olson Government Consulting 11:15 a.m. – 12:00 p.m. IDFPR CREDIT UNION SECTION REGULATORY UPDATE ➢ Patrick Smith, Sr. Vice President Regulatory Affairs – ICUL ➢ Francisco Menchaca, Director Financial Institutions - IDFPR ➢ Rob Finney, Acting Supervisor Financial Institutions - IDFPR 12:00 p.m. – 12:15 p.m. BREAK 12:15p.m. – 12:45 p.m. DEI & ADVOCACY ➢ Samira Salem – VP Diversity, Equity, Inclusion - CUNA ➢ Robin Hollis, Regional Director – ICUL 12:45 p.m. – 1:15 p.m. HOUSE SPEAKER EMANUEL CHRIS WELCH 1:15 p.m. – 1:45 p.m. BANK ON PROGRAM ➢ Mike Lee, President/CEO – KCTCU ➢ Steve Bugg, President/CEO – Great Lakes CU ➢ Bola Delano, Deputy Director/Constituent Affairs - Office of Illinois Comptroller 1:45 p.m. – 2:00 p.m. SENATE MINORITY LEADER DAN MCCONCHIE 2:00 p.m. – 2:30 p.m. HOUSE MINORITY LEADER JIM DURKIN 2:30 p.m. – 2:45 p.m. BREAK 2:45 p.m. – 3:00 p.m. SENATE PRESIDENT DON HARMON 3:00 p.m. - 3:30 p.m. SENATE & HOUSE FINANCE COMMITTEE UPDATE ➢ Senator Laura Ellman, Chairperson ➢ Senator Jason Plummer, Minority Spokesperson ➢ Representative Mark Walker, Chairperson ➢ Representative C.D. Davidsmeyer, Republican Spokesperson 3:30 p.m. - 3:40 p.m. CLOSING COMMENTS ➢ Keith Sias, Sr. Vice President Governmental Affairs – ICUL POST SLS Participants are encouraged to schedule a meeting with their local legislators. Page 2 of 72 State Legislative Summit (SLS) 2021 Attendees First Name Last Name Credit Union / Organization First Name Last Name Credit Union / Organization Michael Abraham First Financial CU Mike Lantrip SIU CU Dennis Adams American Share Insurance Mike Lee KCTCU Shannon Basile Illinois Credit Union League Thomas Lex Heartland CU Patrick Basler Illinois Credit Union League Raeann Love CommonWealth CU Benjamin Bernal KCTCU Adam Loyd Heartland CU Lou Bicanic Midwest Members CU Larry Luster GR Consulting Kenneth Bossung Catholic & Community CU Matthew Lynch MembersAlliance CU Susan Branch Select Employees CU Matthew Mamer CEFCU Charla Buchanan CEFCU Dan McConchie Illinois Senate Minority Leader Steven Bugg Great Lakes CU Randy McElwee Gale CU Diana Byers Great Lakes CU Lauren McGee GCS CU Libby Calderone LSC Jessica Mellen NuMark CU Tim Carter Midwest Members CU Francisco Menchaca IDFPR Brian Cedergren Abri CU Alan Meyer 1st MidAmerica CU Billy Cerwin First Financial Servicing, LLC Randal Meyer CTM C&M FCU Becky Coons Financial Plus CU Jennifer Midden Illinois Credit Union League Hiram Crawford Israel Methcomm FCU Danielle Moore Illinois State CU Joronda Crawford Israel Methcomm FCU Melanie Murphy Illinois Credit Union League Michael Daugherty Community Plus FCU Leslie Norush American Share Insurance C.D. Davidsmeyer Illinois House of Representatives Timothy O'Donnell Financial Plus CU Bola Delano Illinois Office of Comptroller Steve Olson Illinois Credit Union League Lisa Dinges Access CU Frank Padak Scott CU Jim Durkin Illinois House Minority Leader Matthew Parrott Midwest Members CU Laura Ellman Illinois Senate Peter Paulson Corporate America Family CU Daryl Empen Gas & Electric CU Jason Plummer Illinois Senate Peter Fauth Financial Plus CU Samantha Pritchett Midwest Members CU Kerry Fearn Area Educational CU Sean Rathjen Consumers CU David Feldhaus Federal Home Loan Bank of Chicago Meredith Ritchie Alliant CU Paul Fichter Credit Union 1 Samira Salem CUNA Rob Finney IDFPR Bob Satinover Central Credit Union of Illinois Lloyd Fredendall NuMark CU Amber Scott 1st MidAmerica CU Ashley Frost GCS CU Joni Senkpeil Illinois Credit Union League Jose Garcia Northwest Community CU Ashley Sharp Illinois Credit Union League Rick Goluszka Illinois Credit Union League Kevin Shaw Illinois Credit Union League Jim Grevenites First Northern CU Diane Shelton DuPage CU Don Harmon Illinois Senate President Keith Sias Illinois Credit Union League Jerry Harper Landmark CU Patrick Smith Illinois Credit Union League Anna Hauck Illinois Credit Union League Jana Stevens CEFCU Matt Helms Corporate America Family CU Jeff Thomas CEFCU Michael Hirt Credit Union 1 Arthur Turner, Jr. GR Consulting Robin Hollis Illinois Credit Union League Brady Van Heirseele Abbott Laboratories ECU Pat Huffman Illinois Credit Union League Melissa Vidito Illinois Credit Union League Vidhya Iyer Illinois Credit Union League Patrick Voss Illinois Credit Union League Kara Johnston United Equity CU Mark Walker Illinois House of Representatives Thomas Kane Illinois Credit Union League Abby Wall CEFCU Roberta Kozlowicz DuPage CU Joseph Webb Cooperative Choice Network CU Joseph Kregul HealthCare Associates CU Chris Welch Illinois Speaker of the House Ann Wildman ADM CU Page 3 of 72 STATE LEGISLATIVE SUMMIT PRESENTERS Welcome 10:00 – 10:10 a.m. Tim O’Donnell, ICUL Chair CEO, Financial Plus CU Tim O’Donnell began his credit union career in 1980 in the loan department of Financial Plus Credit Union. He has been the CEO of Financial Plus since 2014. Tim has a long history of involvement with the Tri-County Chapter beginning in 1981 when he took on the role of the Illinois Youth Involvement Representative and then moved up to Chairman. He was elected to the League board in 2012. Opening Remarks 10:10 – 10:20 a.m. Tom Kane, President/CEO Illinois Credit Union League (ICUL) Tom Kane became President/CEO of the Illinois Credit Union System in 2015. After joining ICUL and LSC in 2003, Tom held several key leadership roles including Chief Administrative Officer, Executive Vice President of Operations, and Chief Security Officer. Tom previously held executive positions with Aon Corporation and Focal Communications after positions with Quaker Oats and the Central Intelligence Agency. Tom serves as a Director of the Credit Union National Association (CUNA), Credit Union Museum, Cambio Financial Health, is Vice Chair of League InfoSight, and is a member of the FIS Credit Union Advisory Board. He earned a Master’s Degree in Government and International Studies from the University of Notre Dame and a BA from Loras College in Dubuque, Iowa, majoring in Business, Political Science, and History. Page 4 of 72 Dave Feldhaus, SVP/Director – External Affairs Federal Home Loan Bank of Chicago (FHLBC) David Feldhaus has worked for the Bank since 1997 and is responsible for all government and industry relations, including working with Members of Congress and their staffs as well as state and national trade associations. His prior duties have included handling the Bank’s communications and serving as its spokesman. Dave has an undergraduate degree from the University of South Dakota and a law degree from Kansas University. Prior to joining the Federal Home Loan Bank, he worked on Capitol Hill as Republican Counsel to the U.S. Senate Judiciary Committee and as Counsel and Legislative Assistant to Senator Larry Pressler from South Dakota. Dennis Adams, President & CEO American Share Insurance (ASI) Dennis Adams began assisting credit unions in 1976 as a practicing CPA in Cleveland, Ohio, before becoming ASI’s VP of Risk Management in 1986, and eventually, the Company’s President and CEO in November 1990. In addition to implementing American Share policies, Dennis routinely interacts with member credit unions, state and federal regulatory authorities, federal and state legislators and other credit union system leaders in support of the mission of state-chartered credit unions and the private share insurance option. A Certified Public Accountant and Certified Financial Planner, Dennis has served on the Mount Carmel Foundation Board of Trustees and currently serves on the Finance Advisory Council at his undergraduate alma mater, Bowling Green State University. Dennis also holds a master’s degree in business administration from Capital University, and has served as an adjunct professor of finance in MBA programs at two major Ohio universities. Page 5 of 72 Conference Overview Closing Comments 10:20 – 10:30 a.m. 3:30 – 3:40 p.m. Keith Sias, Senior Vice President of Governmental Affairs Illinois Credit Union League (ICUL) Keith Sias oversees ICUL’s Federal and State Legislative Advocacy programs. Keith also directs the activities of the Credit Union Political Action Council (CUPAC), is the liaison for ICUL’s Legislative Committee and serves on CUNA’s State Issues Advocacy Committee. Keith holds a Bachelors of Arts Degree in Political Science from the University of Illinois Urbana-Champaign, and a Master’s Degree in Public Administration from the University of Illinois at Springfield. State Legislative Issues Update 10:30 – 11:15 a.m. Arthur Turner, Jr., Founder/Partner GR Consulting Arthur Turner, Jr. served as State Representative for the 9th House District beginning in 2010. As a legislator, Art focused on facilitating economic development and assistance to small businesses; as well as consumer protection initiatives, and served as Assistant Majority Leader until he left office in 2020. Arthur received his bachelor’s degree in Political Science from Morehouse College in Atlanta. Turner received his law degree from Southern Illinois University's School of Law in Carbondale, Illinois. Larry Luster, Founder/Partner GR Consulting Larry Luster served as a senior staff member for the Illinois Senate Democratic Caucus prior to serving as Executive Director of the Illinois Legislative Black Caucus Foundation and is still very active with the caucus.