Lee Wetherington

Replacing Lost Fee Income: Best New Revenue & Cost-Cutting Opportunities in 2012 and Beyond

Dodd-Frank, Reg E, Reg Q and other impending regulations threaten credit union viability with potential cuts of nearly $12B in fee revenues industry-wide. Consequently, credit unions must re-assess their business models, revenue streams and cost-cutting. So, what to do? Should your credit union change its product/services mix or change the way in which it sells existing products and services? Which products and services will generate fee income in the face of reg-driven fee compression? What is growing, how has member psychology changed post-recession, and where are the best opportunities? Reloadable open-loop pre-paid cards? Expedited bill payments? Online financial management (OFM) for consumers and businesses? Mobile services and payments? Join Lee for the answers!

Lee Wetherington, AAP, is Director of Strategic Insight for ProfitStars®, a division of Jack Henry & Associates® (JKHY: NASDAQ). Lee directs the development of actionable insight and strategy for the financial services industry. To this end, he creates programs, presentations, and articles designed to orient and educate financial executives on the trends and implications of new technologies. He routinely delivers keynotes nationwide focusing upon opportunities and challenges in payments and the online channel, and he is widely renowned for his unique style of comedic delivery.

Lee has delivered over 300 keynotes for state and national trade groups, including the Texas Credit Union League, Symitar, American Institute of CPAs (AICPA), and the National Automated Clearinghouse Association (NACHA). He also serves as the Technology Faculty Chair for several regional schools of finance. Lee’s articles and commentary have been published widely across the financial services industry.
Lee received bachelor degrees in Economics and English from Duke University in 1990, and, in 1993, he completed graduate studies at Emory University. In 1995, he earned the distinguished Accredited ACH Professional (AAP) certification from the National Automated Clearing House Association (NACHA).

Youth Outreach: Reaching Gen Y and Millenials With a Message They'll Actually Listen To

A trendy brand is not enough. Youth today have watched more commercials, heard more advertising and have been exposed to more marketing than any generation before them. As a result, they chose who they listen to. During this session, Josh will share proven and award winning strategies for creating engaging and bridge-building content. Credit unions have a unique voice in the financial services industry and one that can resonate with today’s youth. Join Josh as he shares a blueprint for creating relevant relationships with teens and young adults.

Fighting hard for our movement within the credit union trenches, Josh Allison is the Relationship Development Manager for Horizon Credit Union and manages all youth and community business partnerships for the cooperative.

From classroom to conference, Josh is a passionate public speaker and who has been invited to present on a number of topics relating to youth outreach, relationship management and cu philosophy. He has played an instrumental role in the evolution of Horizon’s business development department—changing both the message and method to involve a branch-driven strategy. Mr. Allison has assisted his credit union in being recognized for a number of awards including the 2011 Bizkids Champion, the WCUL Desjardin Award (2010), an Honorable Mention for the national Desjardin (2010), the CUNA Fuse “How Do You Fuse” contest, the WCUL Dora Maxwell Social Responsibility Award (2009), the CVSD Meritorious Service Award (2009) and the Junior Achievement Volunteer of the Year Award (2008). He has also been cited in the Credit Union Times for his youth financial literacy and business development efforts.

A Washington State native, he lives with his wife and son in the lower neighborhood of Spokane’s historic South Hill. He has served as the Eastern Washington vice chair of the WCUL Youth Development Council and as a Board of Director for Communities in Schools (CIS). Additional community involvement includes the NYIB, Leadership Spokane (class of 2010), certification as a Credit Union Development Educator (CUDE) and church membership at Valley Real Life.

Chattanooga Convention Center

 

1150 Carter St.

Chattanooga, TN  37402