Events Calendar

2022 Volunteer Leadership Conference
From Friday, October 14, 2022 -  12:00pm
To Saturday, October 15, 2022 - 01:00pm

VolunteerLeaderWebBanner 22

The New York Credit Union Association’s Volunteer Leadership Conference is back! This year’s event will again include peer networking, and insightful presentations designed exclusively for credit union board directors and supervisory committee members.

Conference Agenda:
*Subject to change*

Friday, October 14
 
    
12:00pm - 1:00pm   Registration/Luncheon
1:00pm - 2:30pm  
Trends, Growth & Governance

Jeff Rendel, Rising Above Enterprises
Significant trends in financial services, technology, and consumer behaviors influence the products, services, and experiences you provide to your members. As your credit union grows, governance and long-term strategic focus become more important. By investing more time on matters of direction, legacy, and value, your Board and volunteers help your CEO lead a credit union that delivers the kind of results that keep your credit union relevant for decades to come.

2:30pm - 2:45pm   Break
2:45pm - 3:30pm  
Executive Benefits
Peter Sullivan, Executive Benefits Specialist, CUNA Mutual Group

3:30pm - 4:30pm  
Volunteer Recruitment: Building a Deeper Bench

David A. Reed, Esq., Reed & Jolly, PLLC
Do you remember how excited you were to join the Board or Supervisory Committee of your credit union? Are you still that excited? More importantly, will the next generation of potential volunteers share your enthusiasm? These are difficult times for credit unions and volunteer recruitment and development has never been more important. Don’t wait until it is too late to start developing the credit union leaders of tomorrow. There are simple steps that you can take today to begin attracting, evaluating and preparing your future leaders. This session explores ways to enhance the volunteer experience at your credit union while assuring you will have a capable pool of candidates eager to serve. Join Credit Union attorney and volunteer David Reed as he demystifies the process of succession planning for the volunteers.

5:00pm - 6:30pm   Reception

Saturday, October 15

   
8:00am - 9:00am   Breakfast
9:00am - 10:00am  
Compliance Update

Genevieve Caputo, Director of Compliance Services, New York Credit Union Association

10:00am - 10:15am  
Break

   
Director Track

 
Supervisory Committee Track

10:15am - 11:15am   Understanding New Trends in HR Management: What We’ve Got to Do to Attract and Retain Talent These Days
Diane Pape Reed, CUDoctor
You know what the number one complaint by human resources professionals in credit unions is?  It's having executives and volunteers who are "behind the times," who don't understand the new trends in human resources management.  Do you understand why more businesses are moving toward "unlimited" leave?  How about the evolution of career management and the advent of the Career Manager position?  What do you know about recruitment advertising or remote work policies and practices?  For that matter, what's a passive candidate?  Join us for this enlightening session which will apprise you of the latest and greatest in HR Management practices and give you the tools you need to make the decision whether or not your credit union should adopt some of these more progressive moves.
    
In the Eye of the Beholder: Understanding the Increasing Expectations for the Supervisory Committee

David A. Reed, Esq., Reed & Jolly, PLLC
The financial services world is getting more complex every day and COVID has only quickened the pace.  Changing delivery methods, new regulations and member expectations are increasing the pressure on volunteers and managers to guide the Credit Union through these troubled waters. In fact, the NCUA recently proposed a new rule impacting the requirements for supervisory committee audits.  The Supervisory Committee plays a unique role within the Credit Union as the watch dog for the members.  Is your committee prepared to weather the storm?  This session will explore the traits of a healthy Supervisory Committee, the varied interactions and stake holders, as well as best practices to ensure full compliance with your regulatory duties.

11:15am - 12:15pm  

Anti-Harassment Training for Volunteers
Diane Pape Reed, CUDoctor
Think anti-harassment training for volunteers is not necessary at your credit union?  Think again!  With more stress than ever in the workplace and a focus on mental health due to all the COVID challenges, untoward behavior in the workplace is on the rise... and has made its way into the boardroom as well as the courtroom.  And, paying the price for such behavior is higher than ever. Not only is your bottom line at risk, so is your reputation. Is it ok to refer to the "girls" in the office?  Is it ok to tell off color jokes to your friends who appreciate them on the golf course at a credit union tournament?  Is it ok to make comments about the "inappropriate" attire of the VP of Lending?  Some of the answers to these questions are obvious; others, not so much.  Join HR Guru, Diane Reed, in this interactive session that helps you make the right call as to what's appropriate in the office and what's not... even out of the office.  Better yet, your entire team can take care of your required annual anti-harassment training at the same time!

 
Fraud, Self-Dealing and Conflicts, Oh My!
David A. Reed, Esq., Reed & Jolly, PLLC
Everyone hopes their credit union will be a well-oiled machine that avoids the drama and anxiety we often read about in the headlines.  Unfortunately, hopes don’t always match with reality and your Supervisory Committee needs to be prepared to deal with the dark side of credit union operations.   Regulations require that the SC protect the credit union from error, conflict of interest, self-dealing and fraud.  What does that look like in a modern credit union and how can you do it while maintaining harmony and good will.   This session will explore each of these negative events and provide easy to deploy, common sense methodologies for managing the risk.   From required policies to little known audit additions, you don’t want to miss this common sense approach to a difficult topic.

12:15pm - 1:15pm   Lunch
1:15pm  
Session Concludes


Location & Lodging:
Turning Stone Resort Casino
5218 Patrick Road
Verona, NY  13478

Hotel King/Double Rooms: $179 per night
Tower King/Double Rooms: $219 per night
Tower Junior Suite: $296 per night

To Reserve Your Room:

  • Call (800) 771-7711 - Attendees should identify themselves with the New York Credit Union Association's room block to ensure that they receive the group rate.

All reservations will require a one night's room deposit (including applicable taxes and surcharges) or valid credit card to guarantee the reservation. 

Hotel Reservation Deadline: Tuesday, September 20, 2022

Educational Investment:

  • Credit Unions Up to $50 Million in Assets
    • Registrant - $225
    • Guest - $99 (Guest registration includes Friday's Luncheon and Reception, and Saturday's Breakfast and Luncheon.  Guests will not be permitted to enter these events without a name badge.)
  • Credit Unions Over $50 Million in Assets
    • Registrant - $449
    • Guest - $199 (Guest registration includes Friday's Luncheon and Reception, and Saturday's Breakfast and Luncheon.  Guests will not be permitted to enter these events without a name badge.)

The New York Credit Union Foundation is proud to support New York credit unions with up to $50 million in assets by underwriting this special rate on Association events. To learn more about the Foundation and its programs, click here.

Registration Deadline:  September 26, 2022

Register to Attend Button

Presenters:

RendelJeff Rendel, Rising Above Enterprises

Jeff Rendel, Certified Speaking Professional, knows the financial services marketplace. With experience as a federal banking regulator, financial services executive, and Congressional lobbyist; he understands the balancing act of safety, soundness, sales, and strategy.

As President of Rising Above Enterprises, Jeff works with financial services providers that want elite and entrepreneurial results in sales, service, and strategy. Each year, he addresses and facilitates for nearly 100 financial institutions and their business partners.

 

PSullivanPeter Sullivan, Executive Benefits Specialist, CUNA Mutual Group

Peter is a registered representative of LPL Financial, offering products and services as part of the executive benefit plans at Cuna Mutual Group, a company that specializes in the design, implementation, financing and ongoing administrative support of supplemental executive benefit programs (SERPs) specifically tailored to credit unions. He is located in the eastern region and brings to Cuna Mutual Group his experience in the financial services industry since 1990.

Over the course of Peter’s career, he has helped business owners with the adoption of qualified retirement plans and executive benefits programs. He is life insurance licensed in a number of states and holds FINRA Series 7, 26, 63 and 65 securities registrations with LPL Financial.

A graduate of the South Eastern Massachusetts University, Peter also received a Juris Doctor degree from the Massachusetts School of Law. Peter is also a member of the Massachusetts Bar. Peter is not a practicing attorney.

 

Reed20David Reed, Esq, Reed & Jolly, PLLC

Attorney, author, consultant, and nationally recognized trainer, David Reed is a partner in the law firm of Reed & Jolly, PLLC. He provides guidance to financial institutions on establishment and revision of policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters, and corporate governance. His engaging speaking style has made him a nationwide lecturer on regulatory compliance, consumer lending, bankruptcy, and collections.

A former trial attorney and vice president and general counsel of a large regional financial institution, David is also a Certified Fraud Examiner. He is particularly known as an expert in the areas of operations, bankruptcy, and collections. He has trained state and federal examination staff on numerous issues, including BSA, ID theft red flags, SAFE Act, third-party contract management, and bankruptcy.

 

Pape ReedDiane Pape Reed, CUDoctor

Nationally recognized speaker, writer and communications professional, Diane Reed, currently serves as President of CUDoctor, a full-service credit union consultancy, assisting financial institutions nationwide with human resource, marketing, strategic planning, community relations, compliance, sales, training, board relations and governance, and executive support.  Prior to joining CUDoctor, Diane served for more than a decade as Vice President of Administration for a mid-sized credit union. Her expertise in “Service-Oriented Culture Change” has been cited in numerous industry publications.  And, her marketing expertise has been featured in articles for “Exhibit Builder” and “Business Management” magazines.  In 2015, she spearheaded the development of CUNA’s HR Compliance Certification School in conjunction with CUNA, a program which continues to deliver quality HR compliance training to professionals nationwide.

She attended The American University and graduated from George Mason University where she specialized in Organizational Communication and Human Resources Management.  Diane currently resides in Fairfax, Virginia with her husband David, a financial services guru in his own right.


Thank you to our sponsor!

CUNAMutualLogoImpexium

 

Cancellation Policy:

A refund of the amount paid, less an $90 administrative fee per registrant, will be given for all cancellations submitted via email to events.training@nycua.org ten or more business days prior to the start of the session. No refunds will be granted if the cancellation is received after that time frame. Substitutes will be accepted any time prior to the start of the program at no additional cost. Simply email events.training@nycua.org, listing the new participant and who they will be replacing.

COVID-19 Event Protocols:

The New York Credit Union Association is working hard to ensure our in-person events are informative and enjoyable, while providing a safe environment for our attendees, speakers, Association staff and venue staff.

  • By attending any of the New York Credit Union Association’s events, you are agreeing to comply with all applicable requirements imposed by federal, state or local health authorities, as well as the venue.
  • If a mask is required by the venue or by federal, state or local authorities, the Association will require attendees to wear a mask during the event when indoors. Should you forget a mask, we will have them available at registration.
  • Please be respectful of other event attendees, speakers, Association staff and venue staff, and allow for appropriate social distancing when applicable.
  • Please do not attend the event if you are feeling ill, you recently tested positive for COVID-19, or you had recent COVID-19 exposure. Contact us at Events.Training@nycua.org if you need to change or cancel your registration.
  • Your attention to these matters is of the utmost importance, and we truly appreciate your compliance.

As COVID protocols continue to evolve, there may be circumstances beyond our control that force us to cancel or reschedule an event. You will be entitled to a refund if such an occasion arises.

NEW YORK CREDIT UNION ASSOCIATION & AFFILIATES EVENT CODE OF CONDUCT

All persons who attend NYCUA-sponsored events are expected to treat their fellow attendees and all others present in a respectful manner consistent with federal and state anti-discrimination and sexual harassment laws. Failure to do so may result in a person being banned from any and all Association events.

In the event you experience or witness conduct contrary to this policy, you are encouraged to address your concerns immediately with either the offending party, a member of your own management team, NYCUA staff or any other party in a position to be able to assist you with your concerns.

By registering for or attending this event, you agree to abide by this code of conduct.