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Elected Leaders Conference

October 15-17, 2015

Pigeon Forge, TN

 

 

 

Program

 

Ken Otsuka

Data Breaches and Cyber Liability

 

Technology facilitates an increased usage of the internet, and delivers a breath of liability issues many have never experienced before – these issues and exposures are often referred to as “cyber liability.” A data breach can result in more than lost data. It can damage your credit union’s reputation, shake your members’ trust and cost you tens of thousands of dollars to repair. Is your credit union prepared to respond to a threat of this nature?

 

Ken Otsuka is a Senior Consultant – Risk Management in the Credit Union Protection Risk Management Department for CUNA Mutual Group. In this role, Ken assists credit unions in identifying areas of risk in their operations, and recommends appropriate loss controls to reduce loss exposure.

Ken is frequently asked to speak by various organizations on a variety of
fraud and compliance topics. He also provides training for credit union employees. Ken often conducts training seminars on the Federal Reserve Regulation CC and is regularly looked to for information on the regulation.

Ken is also responsible for researching and analyzing emerging risks for product development along with developing resource and other training material for credit unions.

Based in Chicago, Illinois, Ken joined Risk Management in 1990 after spending eight years as an auditor at another insurance company.

A graduate of Northern Illinois University, Ken earned a Bachelor’s Degree in accounting. He received a Certified Public Accountant (CPA) designation in 1982.

   

 

Harry Black

Board of Directors Financial Literacy

 

Directors are required to:
• have at least a working familiarity with basic finance and accounting practices
• have the ability to read and understand their credit union’s balance sheet and income statement
• have the ability to ask, as appropriate, substantive questions of management and the internal and external auditors
• have an understanding of the risks involved with each of their products and services

 

To that end, we bring you TWO sessions, Board of Directors' Responsibilities and Issues and Credit Union Problems and Issues.

 

As you've requested, Harry Black will be with us again in 2015 with two new topics. Harry is a former stockbroker with Merrill Lynch who has been studying investments and economics for over 30 years.  He holds a Master of Business Administration degree from Mississippi College and an Industrial Engineering degree from Mississippi State University. 


Harry receives excellent feedback on the entertaining and educational presentations he makes to national and local credit union conferences.  He makes financial topics and investment training interesting, entertaining and easily understandable.  He has been called the MacIntosh of money because he presents information credit unions need in such a user friendly way. 

 

Harry has been a member of Mississippi Telco Federal Credit Union since 1977 and has been on the Board of Directors since 1994.  He is Treasurer and chairman of the Asset Liability Management Committee and is a key contributor for financial decisions for his $165 million credit union. 

   

Tim Richardson

 

THINK!


THINK is a mantra for one of the world’s leading companies yet only fully utilized by credit union top leaders. Most people seem to be better at doing or directing than thinking or leading. Yet today’s challenging financial climate necessitates high level thinking. This session is based on research from Tim’s Putnam-published book Transformation Thinking and will teach leaders how to think innovatively and creatively.

 

In this keynote, Tim will provide tips and techniques to increase personal brain power, while demonstrating how to encourage new thinking in times of rapid change. This session will answer questions like – What prevents people from thinking? How do you get others to think? How do you work effectively with co-workers at the opposite end of the thinking spectrum? What are the keys to better thinking? If you’d like better results in your organization, engage with Tim for a stimulating keynote that will inspire collaborative thinking, innovation, and a work environment that fosters on-going creativity and better thinking.

Tim Richardson has been speaking professionally full-time since 1988. He is the author of Jump Starts: Wit and Wisdom to Super Charge Your Day, co-author of Transformation Thinking: Tools and Techniques That Open the Door to Powerful New Thinking, contributing author of Meditations for the Road Warrior and will publish his latest book Living Rich in 2014. He also has published articles and been interviewed for numerous magazines, journals, and business publications. He speaks in the hospitality, healthcare, and fitness industries as his primary markets. He is also founder and president of a Melanoma Foundation started in memory of his best friend (www.BillWalteriii.org). He LOVES his work and also enjoys riding his mountain bike, water skiing, snowboarding, and exploring the Great Smoky Mountains with his wife and six children.

   

Jim Kasch

The Future is Here:  Helping Your Credit Union Remain Relevant for Years to Come


The U.S. population is the youngest it’s been in fifty years while the average age of credit union members has never been older.  Credit unions must become relevant to today’s younger consumer, and your support as a director is critical to its success. 

 

In this session, created specifically for credit union directors, you’ll learn more about the challenges your credit union faces to attract and serve these demanding younger consumers and what credit unions are doing successfully. You’ll be better able to provide meaningful support to your management team during this profound shift in the financial services landscape.

 

Jim has more than twenty years business experience, most of which with credit unions.  His roles range from teller to CEO. He spent more than ten years with Partners Federal Credit Union (formerly Vista FCU) which serves The Walt Disney Company, where he led marketing, business development, sales, and strategic alliances.  

In 2010, Jim was hired to be the Chief Executive Officer for Darden Employees Federal Credit Union (DCU), chartered to serve the more than 200,000 employees of Darden Restaurants, Inc. In six months, he and his team built a primarily virtual delivery credit union offering a full suite of products and services.  Since its launch, DCU has more than tripled its asset base, grown 6 times in loan balances, quadrupled income, and grown seven times in members served.

DCU’s unique business model extends to its robust relationship with its sponsor which positions the credit union as a business partner rather than only a service or benefit to employees.  Nearly 90% of Darden employees are Gen X or Gen Y, making DCU’s field of membership one of the youngest and largest in the country.
In 2014, Jim helped orchestrate the merger between DCU and USF Federal Credit Union in Tampa, Florida.  In 2015 he established his own consultancy.

A native of Ohio, Jim now resides in Orlando, Florida with his wife and two children. He holds an MBA from Stetson University in DeLand, Florida.

   
FBI Special Agent David Bukowski

Bonus Presentation: Bank Extortion and Kidnapping

 

More information will be available soon.

 


 

Tentative Agenda

 

October 15 Golf Tournament 9:00 a.m. Sevierville Golf Club
  Golfers' Lunch Noonish Sevierville Golf Club
  Registration 5:30 p.m. Music Road Hotel Convention Center Lobby
 

Welcome Reception

6:00 p.m.

Duet Ballroom
  Dinner and Entertainment 6:30 p.m. Duet Ballroom
       
October 16 Breakfast 7:30 a.m. Duet Ballroom
  Opening Remarks 8:30 a.m.  
  Board of Directors' Responsibilities and Issues 8:45 a.m. - 10:15 a.m. Dobro & Harp
  Credit Union Problems and Issues 10:30 a.m. - Noon Dobro & Harp
  Lunch Noon - 1:00 p.m. Duet Ballroom
  THINK! 1:00 p.m. - 2:00 p.m. Dobro & Harp
  Panel Discussion 2:15 p.m. - 3:15 Dobro & Harp
  Bank Extortion and Kidnapping 3:30 p.m.- 4:30 p.m.  
       
October 17 Breakfast 7:30 a.m. Duet Ballroom
  Data Breaches and Cyber Liability 8:30 a.m. - 10:00 a.m. Dobro & Harp
  The Future is Here:  Helping Your Credit Union Remain Relevant for Years to Come 10:15 a.m. - 11:15 a.m. Dobro & Harp

 

Location and Lodging

 

Hotel

Music Road Hotel

303 Henderson Chapel Road

Pigeon Forge, TN 37863

800-429-7700

 

Online Reservations:

Click "Make a Reservation" in upper right corner. Enter group ID 4421. Group password is 37000138. Select "Make Reservation" and follow steps indicated.

 

Complimentary In-Room Wi-Fi

Free Parking

Room Rates

$153

Check in: 4:00 p.m.

Check out: 11:00 a.m.

Reservation Cut-Off Date

September 23, 2015

A note about rooms

Often hotel rooms book up fast and some folks find themselves on a waiting list for rooms. Usually we can accommodate everyone on the lists. So, if you find you have reserved more rooms than you will need, please do not cancel them. Contact Trish Patterson at tpatterson@yourleague.org or 800-572-7359, extension 1208. Provide the name of the hotel, the type of room and the nights reserved.

 

 

State Chartered CUs: Remember to bring your new letters of tax exemption with the effective date of July 1, 2015.

 

 

Golf

 

The Sevierville Golf Club

Course: The River Course

1444 Old Knoxville Hwy

Sevierville, TN  37876

865-429-4223

Fee includes green fee, cart, practice range, lunch, beverages on the course, prizes and goodie bags.

 

Entertainment

 

 

Thursday Night

 

 

An evening with Georgette Jones

 

Tamala Georgette Jones was born to the only Hall of Fame husband and wife country artists, George Jones and Tammy Wynette. She's been singing with one or both parents since the age of three. She recorded her first single with her Dad, "Daddy Come Home" when she was ten years old and performed it on an HBO special.

Georgette also worked as a backup singer for her Mom. Georgette recorded a duet with Mark McGuinn that was included on his "One Man's Crazy" CD and has appeared on TV shows such as Crook and Chase, RFD-TV and The Grand Ole Opry. Georgette is a songwriter and member of SESAC and the CMA.

 

A duet entitled "You and me and Time", which Georgette co-wrote for her Dad, was released as the first single from her Dad's latest CD,
"Burn Your Playhouse Down".

Georgette has filmed a TV series entitled "Sordid Lives" starring along side Emmy award winner Leslie Jordan (Will and Grace) and many other big stars such as, Olivia Newton-John, Bonnie Bedelia (Die Hard), Margaret Cho and others. Georgette re-recorded three of her Mom's songs included with five songs from Olivia Newton - John in the soundtrack.

 

Georgette has recorded 2 CDs with Heart of Texas Records, "A Slightly Used Woman" and "Strong Enough to Cry." More recently Georgette has recorded 3 CDs with Lennon Records.

 

 

Guests

Two guest packages to choose from:

Package A:

Thursday night dinner and entertainment

Friday morning breakfast and afternoon lunch

Saturday morning breakfast

$149
Package B: Thursday night dinner and entertainment only $75

 

Educational Investment

Registration $699; Early Bird rate: $599 if received by October 1.

CUs with assets less than $5 million, free (not including guests or golf)

Guest Package A: $149

Guest Package B: $75

Golf $129 per player (includes green fee, cart, practice range, lunch, beverages, prizes and goodie bags )

Registration is limited to league-affiliated credit union personnel and their directors.  Guest registration excludes credit union personnel, credit union directors, vendors and exhibitors. Golf is limited to registered attendees and registered guests.

 

Attire

Business casual. Be sure to bring a sweater, as personal comfort levels vary.

 

Registration Form (PDF)

Online Registration Form

 

Questions or Special Needs

Call your CU Information Center at 800-572-7359 or 423-899-2425, extensions 1209 or 1208. Or e-mail Leisa Massingill at lmassingill@yourleague.org or Trish Patterson at tpatterson@yourleague.org.

 

Cancellation

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.

       
Tennessee Credit Union League
P.O. Box 21550
Chattanooga, TN  37424-0550
Phone: 423-899-2425  or  800-572-7359
FAX: 423-899-8726
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Tennessee Credit Union League
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