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2017 Elected Leaders Conference

October 26 - October 28

Elected Leaders Conference 2017 featured image


Jim Bouchard photo

Jim Bouchard

The Sensei Leader: Effective CU Leadership Through Courage, Compassion and Wisdom

Jim Bouchard

Most people associate the word “Sensei” with “teacher.” That works! Sensei literally translates as “one who went before.” When you’re a CEO, manager, or business owner, people seek your expertise and leadership. They expect you to be their guide – the Sensei.

As we say in the dojo, they expect that “If you talk the talk; you walk the walk!”

Learn the essential qualities of Sensei Leadership and how to apply these principles to become more effective – personally and professionally!

What you can expect:

  • ​Lively, focused discussion – this is a conversation, NOT a lecture!
  • A clear understanding of contemporary leadership styles and how to apply each to today’s ever changing circumstances and conditions.
  • How to develop leadership skills at ALL levels, independent of title or position
  • Tools to develop skills to communicate honestly, sincerely and effectively. Craft your message and your delivery to engage, inspire and motivate others.
  • Introduction to 8 Strategies for Effective CU Leaders


Stephanie Zuleger

CEO Succession Planning

Stephanie Zuleger

As the current generation of credit union leadership retires, there will be immense turnover in the industry. That turnover at the top has the opportunity to make or break your credit union, depending on if you’re ready for it. Come hear how industry research shows that succession planning not only helps prepare your credit union for the future, but also results in a competitive advantage in the marketplace, delivering results back to the stakeholders, your members.


Aaron Gregerson photo

Aaron Gregerson

The New Payments Equation

Aaron Gregerson

How the Game is Changing

Millennials have long been shifting the marketplace with their renewed vision of how consumer input and innovation should work between consumers and product producers. Financial payments have largely remained untouched…until recently.

With the advent of more and more digital wallets and electronic payment solutions, financial institutions need to react – and fast – for fear of losing not only their Millennial customer base, but the generation coming up on their heels.  

 The New Payments Equation takes a look at what is going on in the minds of Millennials and what drives their decision making when it comes to payment solutions. From there, we address the next steps your financial should take to stay on the cutting edge of this generation’s payment equation.


Erin O'Hern photo

Erin O’Hern

Bank Secrecy Act Annual Training

Erin O’Hearn

Detecting and preventing money laundering and terrorist financing is one of the most important regulatory responsibilities of a credit union. Board of Directors are ultimately responsible for the BSA compliance program of the credit union so regular training is a must. This session will cover an overview of the BSA regulatory requirements with a specific focus on Board BSA responsibilities. This training will also cover recent changes to the BSA regulation and provide an update on FinCEN enforcement actions.




Steffen Schmidt photo

Steffen Schmidt

American Politics in a Time of Disruption

Steffen Schmidt

The 2016 race for the White House was unprecedented. Donald Trump with no political experience beat all 16 GOP contenders, won the presidency, and has been challenging almost every traditional political rule.

Are both parties actually falling apart or morphing into something new? Why are Americans so angry? Why is the nation so divided? How will the US deal with terrorist attacks at home and around the world? Will Illegal immigration be slowed or stopped? Can racial tension be reduced? How will gender issues play out in the next three years? Will there be 3+ Supreme Court vacancies? What could happen in the 2018 elections? How will all this affect the economy, banking and financial regulation, jobs, taxes, and global affairs?

This is a moment of massive disruption, even destruction in U.S. Politics but also in world affairs. Is it “creative destruction?”

Iowa State Professor Steffen Schmidt has decades of experience analyzing writing, and commenting for the media on politics. He will slice and dice this exceptional political moment and the long-range consequences for US democracy.

Schmidt is politically neutral. His talks are informative and thoughtful, yet highly entertaining. Fasten your seat belts!


Colonel Jill Morgenthaler photo

Colonel Jill Morgenthaler

From the Battlefield to the Boardroom: Secrets to High Performance Leadership

Colonel Jill Morgenthaler

Success requires focus, discipline and creativity. In her signature keynote address, Colonel Jill shares the secrets to effective leadership through her unique HOOAH method: Heart, Optimism, Opportunity, Abilities, and Hands. This program provides step-by-step guidance so you can increase profits, boost morale, reach a goal, identify challenges, and overcome difficult people and situations.


  • Heart: It’s we, not me
  • Optimism: A strong leader provides hope
  • Opportunity: How to create ways to lead
  • Abilities: Finding strengths and minimizing weaknesses
  • Hands: A leader is engaged and pitches in




Ronnie McDowell

Ronnie McDowell

Ronnie McDowell

Ronnie McDowell has an amazing string of hit songs that he has amassed over the years, but it is his riveting stage presence and genuine warmth that fills the seats again and again. Like all great entertainers, Ronnie McDowell has a personality that remains luminous long after the lights go dim. These qualities have inspired a nationwide network of fan-clubs with thousands of members, each one a devoted promoter of everything McDowell does.

Ronnie McDowell is still constantly in demand on the road and he tours relentlessly with his band. Additionally, he often tours with Elvis Presley’s original sideman D.J. Fontana along with Ray Walker a longtime member of The Jordanaires staging a tribute to Elvis Presley’s music. Ronnie McDowell sang 36 songs on the soundtrack “Elvis,” the Dick Clark-produced television movie that featured Kurt Russell as the performer. He also was the singing voice for the television movie “Elvis And Me”, the ABC television series about the early years of Elvis’ career titled simply “Elvis” as well as, the 1997 Showtime special “Elvis Meets Nixon.”

While Elvis Presley has played a big part in Ronnie McDowell’s musical career over the years, Ronnie continues to entertain audiences with his own blend of romantic intimacy and country excitement! He looks great, he sounds great, and judging from the longtime adoration of his fans, he seems to grow better with each passing year!

Educational Investment

Registration $699. Credit unions with assets less than $5 million, free (not including guests or golf).

Guest Package A – $149
Thursday night reception, dinner and entertainment. Friday morning breakfast and afternoon lunch. Saturday morning breakfast.

Guest Package B – $75
Thursday night dinner and entertainment only.

Golf – $149 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.

Location and Lodging

Holiday Inn
3230 Parkway
Pigeon Forge, TN 37863

October 25 and 26: $109.99
October 27 and 28: $124.99

Check in: 3:00 p.m.
Check out: 11:00 a.m.
Reservation Cut-Off Date: September 26, 2017


The Sevierville Golf Club
1444 Old Knoxville Hwy
Sevierville, TN  37876

Tentative Agenda

Thursday October 26
Golf Tournament 9:00 a.m. 
Golfers’ Lunch following tournament 
Registration 5:30 p.m. 
Welcome Reception 6:00 p.m.
Dinner and Entertainment 6:30 p.m.    

Friday October 27 
Breakfast 7:30 a.m. 
The Sensei Leader: Effective CU Leadership Through Courage, Compassion and Wisdom 8:45 – 10:15 a.m. 
CEO Succession Planning 10:30 a.m. – Noon 
Lunch noon – 1:00 p.m. 
The New Payments Equation 1:00 – 2:00 p.m. 
Bank Secrecy Act Annual Training 2:15 – 3:30 p.m.   

Saturday October 28
Breakfast 7:30 a.m. 
American Politics in a Time of Disruption 8:30 – 10:00 a.m.
From the Battlefield to the Boardroom: Secrets to High Performance Leadership 10:15 – 11:30 a.m.

Refunds will be issued until 10 days prior to the conference, less a $100 administration fee per person. Substitutions accepted anytime. Cancellations and substitutions must be submitted in writing.

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


Questions or Special Needs
Contact Matt Coniglio at 423-648-4248 or 423-899-2425, extension 1201 or mconiglio@yourleague.org



Register Online…


Download Registration Form as PDF


October 26
October 28
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Holiday Inn Pigeon Forge
3230 Parkway
Pigeon Forge,TN37868United States
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Tennessee Credit Union League
P.O. Box 21550
Chattanooga, TN 37424-0550
Ph: 423-899-2425 or 800-572-7359
FAX: 423-899-8726