2024 Volunteer & Executive Leadership Conference

Friday, October 4, 2024; 12:00pm
Saturday, October 5, 2024; 1:15pm

Join us for two days of invaluable learning at the Turning Stone Resort Casino! This year’s event will again include peer networking, and insightful presentations designed exclusively for credit union volunteers and executives.

Conference Agenda:

*Subject to change*
 

Location & Lodging:

Turning Stone Resort Casino
5218 Patrick Road
Verona, NY  13478

Tower Rooms: 

• Thursday Rate: $255 per night
• Friday Rate: $298 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: Monday, September 9, 2024

Who Should Attend?

Credit union board members, supervisory committee members, credit union executives

Educational Investment:

• Credit Unions Up to $100 Million in Assets
  • Registrant - $349
  • Guest - $249 (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 $100 Million in Assets
  • Registrant - $699
  • Guest - $349 (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 $100 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 20, 2024

Register Here

• Professional Development Grant Opportunities

Speakers:

Kevin Smith, Consultant, TEAM Resources
Kevin Smith is Consultant and Publisher with TEAM Resources. He brings extensive experience in training, designing and implementing professional development resources to nourish the growth of leaders within the credit union industry. Kevin facilitates strategic planning processes, teaches Strategic Governance to Boards of Directors, and oversees the TEAM Resources board self-evaluation programs with credit unions nationwide.
 

Kevin is co-author of A Credit Union Guide to Strategic Governance. This essential book helps Governance teams become as effective as possible. He also writes the monthly TEAM Resources blog that is read by thousands nationally. The monthly blog shares guidance on board topics such as governance, strategy and issues related to the supervisory committee.  
 

Previously, Kevin spent 10 years at the Credit Union National Association (CUNA), in the Center for Professional Development as Director of Volunteer Education. In that role Kevin developed and oversaw programs for credit union executives, boards, and volunteers. This included conferences and training events, webinars, print programs, and online courses, among others. During his tenure at CUNA, he created and brought several new programs to the credit union movement. One of these is the CUNA Volunteer Certification Program, an intensive, competency-based program for boards and supervisory committees, offered as a five-day onsite event or as a self-study program, both involving rigorous testing for completion. He also created the CUNA Training On Demand series of downloadable training courses, and the CUNA Pressing Economic Issues series featuring the CUNA economists. 
 

Behind the scenes Kevin was involved with a team of CUNA leaders focused on creating a culture of innovation within the trade association, and working toward keeping the organization forward-thinking, to create new and better programs for its membership. This included participation in an IDEO design program.  
 

Before joining CUNA, Kevin spent several years teaching at the University of Wisconsin-Whitewater. He holds a Master’s degree from DePaul University, Chicago and a Bachelor’s degree from Miami University, Oxford, OH. 

Jeffry Schmitt, Partner Solutions Consultant, TruStage
Jeffry Schmitt is a Partner Solutions Consultant for TruStage – helping lead the creation of new integrations for their Digital Capabilities group.  With a diverse background spanning various industries – including insurance, learning, and technology, Jeff has cultivated a deep understanding of digital strategy and innovation.   With experience at TruStage, IBM, SEMPO, HIMSS, and McGraw Hill Higher Education – Jeff has 20+ years of experience in digital transformation.  

Amy Kramer, Chief Advocacy Officer, New York Credit Union Association
In this key role, Amy works closely with our member credit unions, Association management, our Governmental Affairs Committee, FOCUS NY Trustees and the Association Board. She is supported by the full depth of knowledge and resources of Ostroff Associates, where she continues to serve as a Senior Vice President.
 

Previous to joining Ostroff Associates, Kramer was President-AT&T New York, where she led the company’s external and public affairs as well as regulatory and legislative agendas, strategic communications, sponsorship and foundation activities within the state of New York. In holding the top state legislative affairs position in New York State for 12 years, Kramer was responsible for developing strategies and plans for achieving AT&T’s legislative and community investment objectives, and led outreach to key elected officials and policymakers in the state to disseminate the company’s perspective on a range of issues. In addition, Kramer ensured that AT&T’s New York customers and public officials were always afforded the best possible service and partnership in the telecommunications and technology industries.
 

Prior to AT&T, Kramer was vice president, government affairs, at the Credit Union Association of New York, where for ten years she directed the organization’s political and grassroots programs, and led the association to achieve its legislative goals in New York and Washington, DC. In 1999, Kramer won a New York State Senate Graduate Fellowship, and served as a fellow and later as Legislative Coordinator.

Susan M. Landauer, CPA, Forensic Accounting Services Group, LLC
Susan Landauer is a certified public accountant, with over 35 years of experience in the accounting and financial services industry, most recently focusing for 20 years on forensic investigations. These forensic investigations include the tracing of hidden assets, net worth evaluations, embezzlements, and marriage and partnership dissolutions. Her client base has included various industries such as banking, manufacturing, medical practices, construction companies and others. She has qualified and testified as an expert witness in both federal and local courts.
 

Susan began her career with a big four accounting firm, where she specialized in brokerage, banking, manufacturing, credit union and healthcare clients. She then worked for seven years at one of the nation's top ten banking institutions, where she functioned as the Vice President and Financial Controller of the Trust subsidiaries and Private Banking department. Susan was then the Senior Vice President of the New York State Credit Union League, where she oversaw the Audit Services, Strategic Consulting, Education and Training, Foundation, Business Partners, Member Services and District Relations divisions. She has also functioned in a consultant capacity as the CFO of publicly traded companies, start-up companies, and not-for profits.
 

Susan is a presenter of numerous fraud topics, financial statement interpretation, risk management, internal controls, compliance and board of director/supervisory committee responsibilities for various organizations, including CUNA, the Association of Credit Union Internal Auditors (ACUIA), various state leagues, various chapters of the Institute of Internal Auditors and Association of Certified Fraud Examiners, and regional conferences for Board of Directors and Audit Committees. Most recently, she co-authored the curriculum and conducts a four-day course ad exam for participants to achieve a Certified Credit Union Internal Auditor certification, which has graduated more than 900 students.
 

Susan graduated from Siena College with honors, receiving a Bachelor of Arts degree in Accounting She is a licensed Certified Public Accountant. She is a member of the Association of Certified Fraud Examiners and the Capital District chapter of the Association of Certified Fraud Examiners. She serves as a financial expert to the Audit Committee of the New York State Teacher's Retirement System. She just retired from the chairperson position of a $5 billion credit union's Supervisory Committee, which she served on for 18 years.

Thank you to our sponsor!  

Cancellation Policy:

A refund of the amount paid, less an $140 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.
 

Event Code of Conduct and Protocols