Tennessee Credit Union League Annual Convention & Expo

Ed Robinson	Change Management: From Fighting the Storm to Dancing in the Rain We are experiencing unpresidented change in our organizations. Professionals in our industry are being challenged by new ways of doing business while handling industry and regulatory changes. In this opening keynote, Ed will share core, universal strategies to dance and thrive through all the storms in your life, echoing his key philosophy that you can’t wait for the storms to stop, you’ve got to learn how to dance in the rain. Ed Robinson transforms individuals into professionals, managers into leaders and leaders to Rainmakers. A Certified Speaking Professional and former CPA, Ed is the the author of four books and an expert in practice growth. His energetic, engaging and entertaining style is only one reason why Ed’s strategies improve performance, helping individuals manage change and increase revenue regardless of economic times and challenges. Whether the task is leadership, sales training or dealing with change -- and beginning with the particular challenges of this audience, Ed underscores the basics such as the attributes of professionalism, taking personal responsibility for one’s circumstances and for one’s career path and life. Change management and business growth are key to each of Ed’s keynote presentations. By not being a victim of life’s storms, and by reinvigorating passion in one’s purpose, Ed teaches individuals how to dance in the rain through all the challenges.

Celeste Cook	Business Development: Best Practices for Growth and Profitability Explore Business Development best practices that will transform your Business Development Department into a revenue generator!!! Discover creative strategies that can help you capture more loan opportunities through Business Development. Learn what you can do to strengthen relationships with SEGs and/or community business partners. Gain knowledge of how you can measure and track your results in Business Development. Celeste is founder and President/CEO of cuStrategies LLC. As a credit union industry strategist, Celeste provides strategic planning services, consulting services, and training programs to the credit union industry. Celeste has worked in the credit union industry for 20+ years and has been a professional speaker and trainer for more than 15 years. She previously worked for a $1.6 billion credit union in Atlanta, Georgia, and worked as a consultant and trainer with Rex Johnson of Lending Solutions Consulting. Celeste provides consulting services and conducts training programs/schools in lending, marketing/business development, leadership, and sales and service for credit unions. She brings to you her credit union expertise, experience, and proven strategies. Celeste has a degree in business management and has received her Certification in Sales Leadership Strategies through CUNA. Celeste has been a contributor to several articles in the Branch Managers Letter, a national publication; and she is currently writing a book on leadership and service.

Stacie L. Caraway	Social Media: What’s New Regarding Employee Policies and Penalties? This session will focus on what currently is acceptable to regulate (and what is not) regarding employee use of social media, as well as what conduct you can still legally discipline employees for engaging in -- both on and off the job. Ms. Caraway is a national employment law strategist, litigator and trainer. She advises national, regional and local employers concerning general employment and labor law issues with a concentration on FMLA, disability and religious accommodation issues. She also develops, reviews, and updates human resource policies and supporting agreements, and represents employers in local, state and federal legal proceedings including DOL and EEOC and state human rights commission investigations, mediations and lawsuits throughout the United States. Ms. Caraway is a frequent speaker at national, state and local employment law symposiums on topics ranging from the Family and Medical Leave Act (FMLA) and the Americans with Disabilities Act (ADA/ADAAA) to harassment, discrimination and retaliation issues. She also provides in-house training and counsel on these and other employment law issues relating to hiring, discipline and terminations.

Shari Storm	Sparking Innovation at Your Credit Union As a graduate of Filene’s prestigious i3 program, the first corporate blogger in the financial industry and author of a motherhood and management book, Shari Storm knows what it means to spot and capitalize on trends. How do you become more innovative? How do you foster innovation at your credit union? Shari describes what the most innovative companies do that sets them apart from others. Shari Storm has been with the credit union industry since 1998. Before joining the Verity Credit Union team, she was a director at the non-profit organization, Consumer Credit Counseling Service. Shari has an undergraduate degree in speech communications from the University of Washington and earned her MBA from Seattle University. She recently published her first book titled, Motherhood is the New MBA: Using Your Parenting Skills to be a Better Boss. She has been featured in HybridMom, Body and Soul, Costco Connection, Martha Stewart’s radio program, The Metro News New York, BusinessWeek online, MomLogic website and Working Mother magazine blog. Shari’s staff has been active in social media since they began blogging in 2004. The blog is an excellent way to communicate with members on a level never before possible. Her company’s use of this new form of customer engagement earned them a Net.Banker Innovator of the Year Award. Shari has been asked to speak around the country on the topic. In 2009, Verity teamed with Currency Marketing to launch the successful VerityMom viral campaign. Shari mentors at Seattle University’s graduate program. Her accomplishments also include participating on Filene’s prestigious i3 team and raising three daughters.

Pierre Cardenas	Strategic Lending puts an end to order taking! Waiting for your members to come to you to request a loan is a luxury of the past. The order taking mentality of reactive lending is quickly being overtaken by proactive lending initiatives that focus on you going to your members first. Many of your members have dual membership at other credit unions in addition to being solicited for their business from numerous lenders thousands of times per day. What is your credit union doing to proactively pursue your members for their loan business before they even ask. Credit Unions have to be very strategic in how they build their lending programs and stop relying solely on promotions. Come learn about some strategic lending tactics that will help your credit build lending programs for future lending growth. Pierre Cardenas has 26 years in the financial industry at both credit unions and banks. He has held executive level positions in organizations as large as a billion in assets. Pierre has been consulting, training and presenting for the financial industry since 2008 when he started his business “Innovators of Change” while serving as the Senior VP of Retail at a $540 Mill CU. Pierre’s experience in using technology to streamline processes has given him incredible insight as to the trends in the industry, a future look at what could be and how an organization can position themselves for position advantage.

Location

Entertainment and Networking

Golf Tournament

May 20

8:00 a.m. Shotgun

Lunch and awards to follow

The Sevierville Golf Club

1556 Old Knoxville Hwy

Sevierville, TN 37876

865-429-2915

$149 per player

Fee includes breakfast, green fee, cart, practice range, lunch, beverages, prizes and goodie bags.

Format

Four man, best ball

Four man teams will be built by handicap, keeping team handicaps as equal as possible.

Prizes Sponsored by CUNA Mutual Group

1st Place

2nd Place

3rd Place

4th Place

$100 each player

$75 each player

$50 each player

$25 each player

$50 Closest to the pin

$50 Longest Drive

Par 3 Hole-In-One contests:

- $10,000 Cash

- Bose Wave Music System

- SUMO Driver or Irons

- $500 Visa Gift Card

Cost

$149 per player (includes Golf fees, Practice range, Cart, Breakfast, Lunch, Beverages, Goody Bag, & Prizes)

Educational Investment

Registration $499

Early Bird Registration
Only $399 for registrations received by May 6

Registration is limited to league-affiliated credit union personnel and their directors.

Guests $149

Guest registration includes Welcome Dinner, Hospitality, Exhibit hall, Coffee/beverage breaks, Entertainment, Closing speaker and Prize give-aways.

Guest registration excludes credit union personnel, credit union directors, vendors and exhibitors.

Golf $149

Includes golf fees, cart, practice range, breakfast, lunch, beverages, snacks, give-aways and prizes.

Golf is available to registered attendees, registered guests and registered exhibitors.

Call your CU Information Center at 800-572-7359 or 423-899-2425, extensions 119 or 138. Or e-mail Cynthia Dunn at cdunn@yourleague.org or Trish Patterson at tpatterson@yourleague.org.

Refunds will be issued until 10 days prior to the conference, less a $50 administration fee per person. Substitutions accepted anytime. All cancellations and substitutions must be submitted in writing.

Exhibit Hall