Board & Committee Leadership Conference Sessions 

Opening Keynote 

Going from Surviving to Thriving: Growth Strategies In A Post Virus Economy
8:50 a.m. - 10:00 a.m.

Pausing never leads to growth. Unfortunately, that’s what many credit unions had to do during the pandemic. As we begin to enter the post-virus economy, now more than ever credit unions need proven growth strategies not just to survive but to thrive in today’s economic uncertainty. When it comes to your growth you must adjust your strategies and pivot your tactics. If done correctly, strategic planning will lead you out of the current economic challenges. In this session, you will learn a clear path to growth, ways to zig while others are zagging, and solutions to recession-proof your credit union. We will cover five strategic action steps you can take today to grow your credit union. 

About the Speaker

Mark Arnold, CCUE, is an acclaimed speaker, brand expert and strategic planner. Mark speaks regularly to audiences around the country on branding, marketing, strategy, leadership, personal growth and generational issues. With over 20 years experience in the financial services industry, Mark's breadth of knowledge covers areas such as marketing, business development, human resources, training, and sales.

He is also president of On the Mark Strategies, a consulting firm specializing in branding and strategic planning. Not a mere consultant, Mark helps “mark organizations for success” by partnering with them to help achieve their desired strategic goals. Some of the services Mark provides include strategic planning, brand planning, leadership training, and staff training. Mark is the author of multiple books, including Think Huge: Elevating Your Life and Your Business, My Best Service Ever and Marketing Across the Generations: Gen. X.  Mark's blog (markarnold.com) was recently recognized as one of the top 20 blogs in the country for financial marketing.


 

General Session

The Importance of Advocacy and How Volunteers Can Get Involved

10:15 a.m. - 11:15 a.m.

This session will focus on the importance of advocacy across the credit union spectrum and how Volunteers can be engaged in the advocacy process. Leadership starts at the Board level and moves downward into the organization. Volunteers are essential in leading the way with being engaged at the federal and state level with lawmakers that make decisions every day that effects a credit union’s operation.  Having a volunteer help in molding and building the relationship between a lawmaker and our industry is one of the most important things a board member can do.

About the Speakers

For the past 32 years, Richard Gose has worked as a Political Affairs and Trade Association professional. He has applied his experience of campaign politics, grassroots activation, a well-developed understanding of the legislative process, and his expertise with targeted communications to advance the political operations for three major trade associations – the National Association of Home Builders (NAHB), the American Insurance Association (AIA), and currently, the Credit Union National Association (CUNA).

During his seven years with the NAHB, where he served as Political Field Director, Gose led state and local ballot issue campaigns and statewide grassroots efforts. During this time, he assisted more than 100 homebuilder-supported candidates’ campaigns for state and local office.

Before joining CUNA in 1998, Gose was Political Director for the AIA. It was here that he established effective lobbying strategies, developed state and national coalitions, and designed comprehensive grassroots mobilization programs.

In more recent years, at CUNA, Gose has dedicated his unique skillset to enhance state and grassroot political efforts in the financial services sphere. He leverages partnerships with state associations to develop programs and services that assist credit unions in improving their legislative and political standing. These programs include Hike the Hill and Project Zip Code, which focus on building and improving the relationship between elected credit union champions and their constituents. Additionally, he has cultivated several advocacy training programs aimed at training credit union advocates on effective communication tactics. Gose continues to further the credit union movement using traditional strategies, such as direct mail communications, in addition to the latest online and social media outreach approaches. Gose has also been instrumental in improving the political clout of credit unions by growing CULAC, the PAC of Credit Union National Association, into one of the top ten trade association PACs nationwide.

Gose holds a BA in History and Political Science from the University of Tennessee. He and his wife, Jackie, reside in Vienna, VA and have four children. When not working, Gose can be found coaching youth baseball.


 

General Session

BSA Annual Training for Volunteers

11:15 a.m. - 12:00 p.m.

Boards of Directors must have adequate BSA/AML training in order to understand the requirements, the risks and the ramifications of noncompliance. This session is intended to give Volunteers an overview of the general requirements and the most updated information regarding the “hot” buttons for examiners. This is an excellent opportunity for those Volunteers who have not had previous training, and for those who have, to be updated on the changes and new expectations.

About the Speaker

 


 

General Session

Economic and Industry Update: Challenges and Opportunities

1:15 p.m. - 2:15 p.m.

As credit unions start to look to 2022 after a challenging 2020 and 2021, this session will focus on a quick update of what the economy is projecting for next year, but more importantly, ideas on how credit unions can focus on what we can control to prosper and grow in this ever-changing environment we call Financial Services. The session will spend time discussing ideas to navigate these challenging waters together.

About the Speaker

Jeff Davenport, Financial Consultant, CUNA Mutual Group, has spent the past 33 years in the financial services industry, starting in banking in 1988 and moving to credit unions in 1996.

In 2002, he was hired by CUNA Mutual Group to be the Regional Sales Manager in New England leading the Sales Executive teams working with credit unions in Maine, NH, MA, RI, CT, NY and VT.

In 2009, he was recruited by Southbridge CU to become their President/CEO. The credit union is a $190 million credit union in South Central MA with over 11,000 members. He created and implemented a Member Business Lending Program, as well as an Indirect Auto Lending Program for the credit union and was instrumental in bringing other products and cultural changes to the credit union before leaving in 2017 to return to CUNA Mutual in his current capacity.

Jeff currently serves as the Financial Consultant working with the Sales Teams on CUNA Mutual in the Eastern half of the US with credit unions of all sizes. He consults with the sales teams, as well as, the credit union management teams on various financial, strategic and marketplace issues in credit unions.

Jeff has facilitated credit union Strategic Planning sessions and has spoken at various credit union events throughout his career and truly loves working with credit unions in helping credit unions of all sizes remain relevant to their members and consumers.

Jeff has served in various Chapter Officer roles, as well as League Committees and is the past Chair of the New England CUES Council.  He is currently the Board Chair for the Board of Directors at NorState FCU, a $220M credit union in Maine.  


 

General Session

Developing the Ultimate Strategic Plan

2:30 p.m. - 3:30 p.m.

In this session, Mark Arnold will discuss the strategic funnel and the magic ingredient of the ultimate strategic plan.

About the Speaker

Mark Arnold, CCUE, is an acclaimed speaker, brand expert and strategic planner. Mark speaks regularly to audiences around the country on branding, marketing, strategy, leadership, personal growth and generational issues. With over 20 years experience in the financial services industry, Mark's breadth of knowledge covers areas such as marketing, business development, human resources, training, and sales.

He is also president of On the Mark Strategies, a consulting firm specializing in branding and strategic planning. Not a mere consultant, Mark helps “mark organizations for success” by partnering with them to help achieve their desired strategic goals. Some of the services Mark provides include strategic planning, brand planning, leadership training, and staff training. Mark is the author of multiple books, including Think Huge: Elevating Your Life and Your Business, My Best Service Ever and Marketing Across the Generations: Gen. X.  Mark's blog (markarnold.com) was recently recognized as one of the top 20 blogs in the country for financial marketing.

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Closing Keynote

Finding Significance: Looking Past Short-Term Success to Achieve a Lasting Impact

9:00 a.m. - 10:30 a.m.

Why settle for being successful when you can choose to be SIGNIFICANT? It’s not about how much money you make. It’s about how many lives you touch and the manner you choose to impact them. Because, how we impact others is a CHOICE.

Significance is about making every part of the world you touch better for having interacted with you. It’s about creating a lasting impact and a positive legacy. You don’t have to change the world – only the world around you.

In this humorous and engaging keynote, master storyteller Lauren Schieffer will highlight keys to creating that lasting impact for yourself. Finding Significance is an eye-opening presentation that will lift you to a richer, more transcendent vantage from which you can discover a deeper, more rewarding definition of influence.

This presentation will refocus your attention on what’s important and help you to develop an “ownership mindset” with regard to how you engage with, and impact your world.

About the Speaker

As the daughter of a career Air Force officer, Lauren Schieffer grew up being uprooted and relocated every couple of years. This imbued her with a profound independence and ability to adapt to changing circumstances. The lessons she
learned from “The Colonel” have helped her make smart decisions and overcome adversity with humility and a sense of humor.

Lauren has navigated just about every aspect of corporate America in her varied career – from trucking to achieving top-tier Sales Director status for a global direct-sales cosmetics firm to managing a non-profit foundation. In her speaking career, she has presented in seven countries to associations, organizations, federal, state and local governments, as well as Fortune 500 companies - helping them improve the effectiveness of their communication and reduce unnecessary conflict.

Lauren is a Certified Speaking Professional through the NSA and The Global Speakers Federation. Able to relate to and energize everyone from the custodial staff to C-Level executives, Lauren is a master storyteller, delivering insightful,
inspirational and relevant content that empowers people to absorb and act upon what they’ve heard – and she does so in an entertaining manner with a dry sense of humor that keeps them chuckling while they’re learning.

Her enthusiasm is infectious and her passion unmistakable.


 

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