Pigeon Forge, TN
Heroes Engage the Heart: Heroes help people…with NO STRINGS ATTACHED! They go “all in” every time they take the field. They understand that in business and in life it’s always personal and never perfect. Heroes create strong connections and reach beyond the borders of transactional thinking to create transformational moments!
Heroes Create an Epic Experience: The HERO’s calling card is pure excellence. It’s about using our talents, gifts and abilities to their fullest potential and highest purpose. The HERO uses the best of who they are to serve more people, more often, in bigger and better ways. The HERO is committed to personal development and shows up better today than they were yesterday. Heroes build trust by serving others with an authentic passion that turns everyday moments into superhuman experiences. The HERO is driven to serve others and understands that the greatest rewards in life are determined by how well we take care of the people we live and do business with.
Heroes Take Responsibility: HEROES own the moments that matter! They are actively present and engaged and do not believe in random acts of kindness. The HERO is motivated instead by intentional acts of difference making. They live by a simple code; “bring your best stuff to the present moment and pour it into the lives of others.” They understand that before you can lead anyone else, you must first be able to lead yourself. The HERO owns their attitude, their actions and their results. They are committed to the best possible outcome in every situation regardless of circumstances or events beyond their control. The HERO leads by example and knows that true success is found in the power of simple choices.
Heroes Live and Work with Optimism: HEROES see the world differently. For them, it’s not about positive thinking, it’s about perspective. Looking through the lens of optimism gives the HERO supernatural vision. They see what others cannot. They see opportunities instead of obstacles – possibilities instead of problems. When things go wrong…and they will, optimism is what helps the HERO turn life’s messes into a masterpiece.
This program is designed to help participants:
Kevin Smith’s unconventional path to business and personal success has taught him that winning in business and in life requires anything but conventional thinking.
He grew up in Muskegon, Michigan, where his blue collar roots taught him the value of hard work and determination. His resume includes working in a funeral home, washing oil drums, selling household appliances door to door and buying a franchise at the age of seventeen.
With a street-wise aptitude and a never quit attitude, he worked his way from the front lines in business to the executive boardroom of a company that is ranked in the top ten of all franchisors and #1 in their industry. For the past seventeen years he has been part of an extraordinary team that has grown a little known brand into an industry giant with annual revenues exceeding one billion dollars.
Kevin has overcome personal tragedy, self sabotage and a lack of resources to create a life that not only makes him proud, but inspires him to want to help others. He is passionate about helping people expand their vision, develop their potential and grow their results. And, as the father of an autistic child he knows firsthand how the principles of true success reach beyond the boardroom and into the lives of real people facing the challenges of everyday life.
Kevin is the Assistant Vice President of Marketing for SERVPRO, an international franchise system with nearly 1700 franchise locations specializing in fire and water cleanup and restoration.
Credit union boards spend plenty of time in discussion and debate. It’s familiar territory. But what if the board could go through a regular alignment process that would reduce friction, increase performance and create a more efficient group? Through the calibration process, boards can quickly and easily map out where members are in relation to each other on critical issues of governance and oversight, then have calculated conversations make sure that everyone has the same vision and direction for the organization.
In this session you will:
Kevin Smith is publisher at TEAM Resources, and is a recent addition. He develops print and digital courses and media, and consults with credit unions. He also oversees the TEAM Resources board self-evaluation programs.
Previously, Kevin spent 10 years at the Credit Union National Association (CUNA), in the Center for Professional Development as Director of Volunteer Education. In that role Kevin developed and oversaw programs for credit union executives, boards, and volunteers. This included conferences and training events, webinars, print programs, and online courses, among others. During his tenure at CUNA, he created and brought several new programs to the credit union movement. One of these is the CUNA Volunteer Certification Program, an intensive, competency-based program for boards and supervisory committees, offered as a five-day onsite event or as a self-study program, both involving rigorous testing for completion. He also created the CUNA Training On Demand series of downloadable training courses, and the CUNA Pressing Economic Issues series featuring CUNA economists Bill Hampel and Mike Schenk.
Behind the scenes Kevin was involved with a team of CUNA leaders focused on creating a culture of innovation within the trade association, and working toward keeping the organization forward-thinking, to create new and better programs for its membership. This included participation in an IDEO design program.
Before joining CUNA, Kevin spent several years teaching at the University of Wisconsin-Whitewater.
He holds a Master’s degree from DePaul University, Chicago and a Bachelor’s degree from Miami University, Oxford, OH.
The financial services industry is becoming a breeding ground for disruptions that are threatening a dramatic shift in the financial services sector. An ever-growing cast of financial technology (FinTech) startups such as Lending Club and Venmo, is seeking to disrupt incumbent players in retail financial services such as credit unions. Simultaneously, a new breed of disruptive financial institutions has arisen that also threatens slower moving traditional incumbents. Join xxx as he describes these developments, and offers you practical steps for moving beyond disruption. Discover how you can adopt some of the strategies of disruptive financial institutions to drive unprecedented growth while increasing your relevance to your members.
Steve Heusuk is the Senior Manager of Strategy & Business Development for CUNA Mutual Group. In this role, he supports CUNA Mutual Group’s Business Development unit by providing timely, high impact market intelligence to his clients.
The final months of 2016 are prelude for likely changes in the economic and political climate in 2017. In this session, Roger Tutterow, Ph.D., dissects the latest economic data for signals as to the strength of an economic expansion that is now in its eighth year. All signals from the Federal Reserve are that their policy will shift toward gradual tightening in late 2016. The early-Summer “Brexit” vote reflected stress in the European community. These economic currents flow into a November 2016 presidential showdown that promises to be as unpredictable in outcome as it has been divisive in rhetoric. With the US Senate and a Supreme Court seat in play, navigating the intersection of economic and politics will be challenge for all leaders in the financial services industries.
Roger Tutterow is Professor of Economics at Mercer University. He previously served as Dean of the Mercer’s Stetson School of Business.
His analysis of the economic, business and political environments have been featured in a variety of media including Wall Street Journal, Financial Times, USA Today, Atlanta Journal & Constitution, Arizona Republic, Florida Times-Union, Kansas City Star, Los Angeles Times, New York Times, Orlando Sentinel, Palm Beach Post, Wichita Eagle and on CNN, CNBC, NBC, Bloomberg Television, NPR’s “Marketplace” and “All Things Considered”, CNN-Radio as well as by regional electronic and print media.
In addition to his work in academia, Dr. Tutterow has served as a consultant on financial economics and statistical modeling for corporate clients ranging from Fortune 500 companies to closely-held businesses. He also serves as Chief Economic Advisor for the Henssler Financial Group. He has provided expert testimony on economic, financial and statistical matters in state & federal court, before the Georgia General Assembly and before the Georgia Public Service Commission. Dr. Tutterow has given several hundred speeches to professional and civic groups on various topics in the economic, business and political arenas.
He was selected as one of “Georgia’s Most Influential” by James magazine and by Georgia Trend magazine as one of the “forty under 40” rising stars in business, government and academia. In 2003, Georgia Governor Sonny Perdue appointed Dr. Tutterow to serve on the Governor’s Council of Economic Advisors. In 2010, he was named to the Special Council on Tax Reform and Fairness for Georgians. In addition, Dr. Tutterow serves as a member of on the Georgia Child Support Commission, on the Board of Trustees of Berry College, the Board of Directors of Vinings Bank, the Southern Region Board of Directors for the American Red Cross Blood Services and the Board of Directors for Consumer Credit Counseling Service of Atlanta.
A Georgia native, Dr. Tutterow holds a B.S. in Decision Science from Berry College and a M.A. and Ph.D. in Economics from Georgia State University. Prior to joining Mercer University, Dr. Tutterow held faculty and administrative appointments at West Virginia University, Georgia State University and Kennesaw State University. He has also served as a visiting professor at the University of the West Indies in Trinidad and at the Institute for Industrial Policy Studies in Seoul, South Korea.
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.
As Director of League Compliance Services, Erin O’Hern oversees PolicyWorks’ credit union league compliance services managing compliance inquiries, informing credit unions of new compliance requirements and providing a comprehensive resource of federal credit union regulations. Erin previously held the position of Regulatory Counsel at PolicyWorks. Prior to joining PolicyWorks, Erin worked as a staff attorney for Iowa Legal Aid where she handled a variety of civil law cases. Erin received her law degree from University of Iowa College of Law and graduated from the University Of Iowa College Of Liberal Arts. She is a member of the Iowa State Bar Association. Erin has also earned CUNA’s Credit Union Compliance Expert (CUCE) designation.
How prepared is your credit union for internal theft and fraud? This session reviews what every board and supervisory committee member needs to know to combat internal fraud. Discover where the internal thief will spend the stolen funds and how they keep their theft from being discovered. Learn the “Six Steps to Combat Internal Fraud,” and reduce your credit union’s exposure to the thief from within!
Barry Thompson is an international speaker, trainer, consultant and writer who contributes to Bankers’ Hotline and Bankersonline.com; as well as a special advisor to Bankers’ Hotline. He is a security and compliance “guru” for Bankersonline.com and organizes security conferences for trade groups.
Barry is recognized as a speaker worldwide, presenting in Brussels, Belgium to European bankers on internal fraud; at the United Nations on identity theft; and to Japanese bankers on bank security. Barry has worked in the financial services industry for over three decades, and has held the positions of security officer, compliance officer, treasurer, senior vice president, and executive vice president. He has handled over 900 security cases and has been involved with investigations and prosecutions at federal, state and local levels.
|9:00 a.m.||Golf Tournament||Sevierville Golf Club|
|Noonish||Golfers’ Lunch||Sevierville Golf Club|
|6:00 p.m.||Welcome Reception||Salon A & B|
|6:30 p.m.||Dinner and Entertainment||Salon A & B|
|7:30 a.m.||Breakfast||Salon A & B|
|8:30 a.m.||Opening Remarks||Salon C & D|
|8:45 a.m. – 10:15 a.m.||The Hero Effect||Salon C & D|
|10:30 a.m. – Noon||The Board Calibration Process||Salon C & D|
|Noon – 1:00 p.m.||Lunch||Salon A & B|
|1:00 p.m. – 2:00 p.m.||Beyond Disruption||Salon C & D|
|2:15 p.m. – 3:45 p.m.||American Politics in a Time of Disruption||Salon C & D|
|7:30 a.m.||Breakfast||Salon A & B|
|8:30 a.m. – 10:00 a.m.||Bank Secrecy Act Annual Training||Salon C & D|
|10:15 a.m. – 11:15 a.m.||Internal Fraud: The Thieves from Within||Salon C & D|
Pigeon Forge, TN 37868
866-613-0404 (after hours)
October 26 – $104.99
October 27 – $104.99
October 28 – $119.99
October 29 – $119.99
Check in: 4:00 p.m.
Check out: 11:00 a.m.
Reservation Cut-Off Date – September 27, 2016
State Chartered CUs: Remember to bring your new letters of tax exemption with the effective date of July 1, 2015.
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 email@example.com or 800-572-7359, extension 1208. Provide the names of each guest, the type of room, the nights reserved and the confirmation numbers.
The Sevierville Golf Club
Course: The River Course
1444 Old Knoxville Hwy
Sevierville, TN 37876
Mandy Barnett, a native of Crossville, Tennessee, started singing at five years-old. She has been singing since. Mandy’s style is rooted in the classic country and pop crooning of iconic singers and enduring sounds. She delves into a song with a keen interpretative sense, studying the intricacies of its emotional content and rendering a powerful performance through her full-bodied voice.
As a teenager, Mandy starred as country music legend Patsy Cline in the stage show “Always . . . Patsy Cline” at the celebrated Ryman Auditorium in Nashville, Tennessee. The performances sold out nightly and received rave reviews across the country. Mandy, in role as Patsy, appears on the Decca Records cast recording.
Mandy soon signed with Asylum Records where she released her first album as herself, appropriately entitled, “Mandy Barnett.” The album received glowing reviews in major trade publications and magazines, including “Time” magazine, as well as praise from veteran country artists and fans.
In due course, Seymour Stein, who introduced the world to Madonna, Seal, the Barenaked Ladies, and k.d. lang, heard Mandy’s voice and was, he said, “spellbound.” When Stein launched Sire Records within Warner Music Group, Mandy was the first artist he signed. Mandy’s Sire Records project paired her with the undisputed pioneer of the Nashville Sound, producer Owen Bradley. The album that they made together, “I’ve Got A Right To Cry,” would be his final contribution to the community who knew him through his work with legends Ernest Tubb, Brenda Lee, Loretta Lynn, Patsy Cline, and Kitty Wells. Owen passed away four songs into the project, but not before leaving his unmistakable mark on the album. His brother and longtime partner, Harold Bradley, inherited the delicate task of finishing the album with Mandy. A legal pad filled with Owen’s handwritten notes for each song guided the two through the rest of the sessions, and what was to be Owen’s farewell to the world was poised to propel Mandy and her remarkable vocal talent once again into the national limelight.
“I’ve Got A Right To Cry” was a huge critical success. “Rolling Stone” magazine named it the top country album of 1999. Other stellar reviews appeared in “People,” “Newsweek,” “Interview,” and multiple national newspapers. Mandy appeared on “The Late Show with David Letterman,” “The Tonight Show with Jay Leno,” “CBS Sunday Morning,” and PBS’s “Sessions at West 54th” as a result of her acclaim.
In addition to her own albums, Mandy has been featured on movie soundtracks, including “A Walk On the Moon,” “Traveller,” “Space Cowboys,” “Election,” “Drop Dead Gorgeous,” and “Crazy.” Mandy also sang on the SpongeBob SquarePants album “The Best Day Ever,” sharing the spotlight with the likes of Brian Wilson, Tommy Ramone, Flaco Jimenez, and NRBQ. In 2012, Mandy’s rendition of “Have Yourself A Merry Little Christmas” was prominently showcased in “Political Animals,” the USA Network television series starring Sigourney Weaver and Ellen Burstyn.
Mandy tours regularly, nationally and internationally, and is a frequent guest on the Grand Ole Opry. She reprised her role as “Patsy Cline” in the acclaimed production “Always . . . Patsy Cline” at the Ryman Auditorium in Nashville, Tennessee during 2009, in honor of the 15th anniversary of the celebrated venue’s extensive renovations and re-opening. Back by popular demand, Mandy again hit the Ryman stage in “Always . . . Patsy Cline” in June and July 2011.
Cracker Barrel Old Country Store and Rounder Records teamed up for the 2010 exclusive Cracker Barrel store release of Mandy’s Christmas album “Winter Wonderland,” which distinguished music historian and critic Robert K. Oermann called “an instant classic.” Among other publications praising “Winter Wonderland,” the “L.A. Times” lauded Mandy’s “pipes of steel,” “big” voice and “glorious echo” harkening back to the likes of all-time great female singers like Cline and timeless sounds. “All Music” proclaimed “Winter Wonderland” as “timeless,” as Mandy captures the nostalgic holiday mood “perfectly and wonderfully.” Rounder continues to distribute “Winter Wonderland” wherever music is sold.
Mandy’s “Sweet Dreams” album, released in 2011 on the Opry Music label and Warner Bros. digital, features Mandy’s renditions of songs previously recorded by Patsy Cline. Along with Cline hits like “Crazy,” “I Fall To Pieces,” “Faded Love,” and the album title track, Mandy offers stunning versions of Irving Berlin’s pop standard “Always” and the Mel Tillis-penned “Strange.” Reviewing “Sweet Dreams,” DigitalRodeo.com applauded Mandy’s talents as “one of the most beautiful ‘classic country’ female voices of all time. She has total control of her voice and sings effortlessly. Barnett is a true master of her craft.” “Country Weekly” magazine affirmed this view, noting how Mandy embodies “the emotional torch-and-twang style of Patsy Cline with authority” with her captivating “effortless and emotional performances.”
Mandy’s latest album, “I Can’t Stop Loving You: The Songs of Don Gibson,” debuted in November 2013. It’s a salute to the iconic songs penned by Country Music Hall of Fame member Gibson, whom Mandy befriended a few years prior to his passing in 2003. Among Gibson’s most famous compositions on Mandy’s project are “I Can’t Stop Loving You,” “Sweet Dreams,” and “Oh Lonesome Me.” With this release, Mandy fulfills her long-ago promise to Gibson to record a collection of his songs. Covering the album’s debut, “USA Today” called Mandy one of the “finest classic country and torch singers” to come out of Nashville. Other reviewers heralded “I Can’t Stop Loving You: The Songs of Don Gibson” as “a riveting album” that showcases Mandy’s “exquisite,” “powerful and spellbinding,” “soaring country torch” voice.
Registration $699; Early Bird rate: $599 if received by October 5.
CUs with assets less than $5 million, free (not including guests or golf)
Guest Package A: $149 (Thursday night dinner and entertainment, Friday morning breakfast and afternoon lunch, Saturday morning breakfast)
Guest Package B: $75 (Thursday night dinner and entertainment only)
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.
Download a PDF version of the registration formElectedLeadersRegistration
Call your CU Information Center at 800-572-7359 or 423-899-2425, extensions 1209 or 1208. Or e-mail Leisa Massingill at firstname.lastname@example.org or Trish Patterson at email@example.com.
Business casual. Be sure to bring a sweater, as personal comfort levels vary.
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.