The educational sessions at Convention feature well-known and highly respected authorities on the issues affecting your credit union. Learn new strategies, tactics, tools and insights from some of the most sought after experts in the industry!

To see who will be presenting during our General Sessions, visit our Featured Speakers page.

Learning Labs

Friday, June 8
2:15 p.m. – 3:15 p.m.

Topic:  pdf Know Your Data, Know Your Member: (1.72 MB) pdf Growing (1.72 MB) pdf (1.72 MB) pdf Loans in a Digital World (1.72 MB)
 Marc Inger, CUNA Mutual Group
Credit unions used to learn of their members’ financial needs by talking with them during branch visits. But with the growing popularity of digital banking, it may seem like it’s harder to know what they want. Fortunately, the data your members generate is a roadmap to meeting their expectations. In this session, you’ll discover how data analytics can provide insights into member behavior, helping you improve your marketing results, enhance the experience you provide, and grow your loan portfolio.

Topic: Lowering Health Insurance Costs: How HRA & HSA Plans Can Reduce Company Costs Without Hurting Employees
Speaker: Thomas F. Flynn, CLU, ChFC, President & CEO, Jaeger & Flynn Associates, Inc.
Are you looking for ways to help both your credit union and your employees save money on healthcare costs? Offering much lower-cost front-end deductible health plans together with health reimbursement accounts and health savings accounts solutions can provide significant savings for both you and your employees. For employers, offering HRAs or HSAs comes with perks, including tax savings and increased employee retention. In this presentation, JFA’s President & CEO, Tom Flynn, will outline the key differences between the two types of accounts, the advantages to each, and real-world examples of plan designs JFA has implemented and the savings they generated. Flynn will also review ways to help educate and engage your employees so that they understand and get the best use of these plans and the benefits they provide.

Topic:  pdf The Credit Union Marketing Pivot: How to Future Proof Your Financial (1.08 MB)
Speaker: Michael Tasner, Chief Visionary Officer, No Joke Marketing
If you want your credit union to continue to be a “force for the future” and continue to make an incredible difference in the lives of your members, you and your credit union, your marketing as to evolve. This presentation will teach you to not only how to keep up with the changing times, but how to be at the forefront of all the exciting trends and changes ahead. During this session, attendees will explore: the five critical marketing pivots your credit union has to make to stand the test of time; how to build your credit union brand while rapidly increasing wallet-share; how adopting a mobile-first strategy can drive instant loan growth; why your website is most likely doing more harm than good; how to set up a powerhouse marketing team (even if you only have one person); and more.

Friday, June 8
3:30 p.m. – 4:30 p.m.

Topic:  pdf Seeing the World Through Your Member's Eyes (1.78 MB)
Speaker: Eric Gagliano, Executive Vice President, Market Match
Perception is reality. This session demonstrates how to view your credit union through your member’s eyes.  How is your branch experience?  Do customers and members understand what you are saying?  Are you telling them what they want to hear?

In this session, you will:

  • Learn how to gauge member perception.
  • Receive tips and tools that you can use immediately.
  • Have training material for presentations with your staff.

Topic:  pdf Net Interest Income Back Testing (594 KB)
Speaker: Jim Mathews, Balance Sheet Solutions
In this session, participants will analyze samples of back testing and go over validating the variance between what was projected in the asset-liability management model for net interest income versus the actual NII the credit union experienced in the month(s) that followed the analysis. The following questions will also be answered: Why back test NII? Where do variances in NII come from? And how can we create a more accurate NII forecast in your ALM model?

Topic: Leadership Development in your organization
Speaker: Michael Mattone, Municipal CU, Young Professionals Commission Chairman
This session will explore human resources and training initiatives that can help credit unions cultivate the next generation of leaders. It will feature a special Young Professionals Panel, where members of the Young Professionals Commission will discuss their thoughts and provide personal insights into how credit unions can effectively promote and develop future leaders in the credit union movement.

Saturday, June 9
12:45 p.m. – 1:45 p.m.

Topic: The Digital Strategy for Automating Loan Growth and Cross-Sell
Speaker: Alan Bahr, SVP of Business Development, SimplyCredit
SoFi and Marcus each sent more than 175 million direct mail offers in 2017. LendingClub is targeting car loans as central to its growth strategy. SunTrust acquired the digital platform of small business lender LightStream. All of these fintech companies come highly recommended on websites NerdWallet and Credit Karma. The actions may seem random, but are part of a coherent strategy that experts say will result in $350 billion in new loans a year by 2025. Already four online lenders, with a collective history of less than 30 years, originate more personal loans than all credit unions combined. In this session, the strategy of online lenders and how credit unions can duplicate their capabilities will be discussed.

Topic:  pdf State Charter Workshop (554 KB)
Speaker: Michael Lieberman, Association VP of Governmental Affairs; Henry Meier Association General Counsel; Linda Bow, Association Compliance Director
In this session, attendees will explore the New York state credit union charter, including the key differences between the state and federal charters, and the various advantages and disadvantages of both. Ultimately, the purpose of this session is to help credit unions better understand the state charter and make informed decisions regarding which charter best suits their current needs and plans for the future.

Topic:  pdf C.Y.A. with R.O.I.: Results Oriented Ideas for better Return On Investment (1.74 MB)
Speaker: Eric Gagliano, Executive Vice President, MarketMatch
You can’t have Result Oriented Ideas without measuring RESULTS. There are a thousand things you COULD be doing … but what are the handful of strategies and tactics that you SHOULD be doing? And how do you measure their return?

In this session, you will:

  • See new ways to look at ROI.
  • Learn how to look at the ROI of your brand.
  • Learn five formulas for ROI and when to use them.
  • Discuss how to best use your results.
  • Receive valuable tools to take back to your institution.

Special Thanks to All of Our Convention Sponsors! 

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Contributing Sponsors