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CUNA Mutual Group Speaker Resources

Welcome to the CUNA Mutual Group Speaker Resources page. We look forward to working with you. Please click on the topic titles below to learn more about each topic, potential speakers and a link to submit your request. Please complete a separate request for each speaker, and allow up to 10 business days for us to confirm or decline your request.

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Executive Benefits | Lending | Retirement Solutions and CUNA Mutual Fiduciary Consultants
Risk and Compliance Solutions | Strategy and Business Development | Wealth Management

 

Executive Benefits Board Strategies for Higher-Yielding Investments to Offset the Cost of Employee Benefits

Using an increased universe of investments to counteract continued low returns—and the rising costs of employee benefits. Hear how your credit union can strategically invest in funding solutions such as business-owned life insurance, annuities, and even stocks and bonds to substantially increase return on assets—as long as earnings are earmarked for an employee benefits program. Learn how to safely structure your program, so it’s not subject to the investment limitations of parts 703 and 704, how to ensure your plan remains in compliance and performs as it was designed.

Session Length: The session is tailored to be a 60-90 minute session dependent upon the integration of case study discussions and interactive Q&A.

Speaker: Scott Albraccio, John Pesh, Eric Earle, John Moreno, Jay Petty, Mark Wilson, Ramsay Ellis, Andy Roquet and Bruce Bauer


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Give More Charitably AND Maximize Investment Returns

Supporting 501(c)(3) organizations, including the National Credit Union Foundation, is part of credit unions’ mission, and if you are like more than 60%* of your peers, you wish you could give more...Learn about the latest ways to increase the money you earmark for charitable donations, and at the same time, introduce a new source of investment income for your credit union. With a Charitable Donation Account (CDA), you can use a variety of higher-yielding investments approved by the NCUA. Hear how a CDA works and how credit unions have used their newfound returns to benefit their communities.

Session Length: The session is tailored to be a 60-90 minute session dependent upon the integration of case study discussions and interactive Q&A.

Speaker: Scott Albraccio, John Pesh, Eric Earle, John Moreno, Jay Petty, Mark Wilson, Ramsay Ellis, Andy Roquet and Bruce Bauer

*2015 Discovery Conference attendees.


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Signs There May be Holes in Your Executive Benefit Plans

Don’t fall behind when it comes to changing NCUA regulations for reporting executive benefits information. Hear an update on rule changes and what constitutes due diligence. Avoid unintended fines and lawsuits by learning the telltale signs of gaps in your non-qualified deferred compensation plans. Be prepared to show examiners you understand plan details, including the legal, accounting, and risk management policies and procedures. Feel confident in how to design a reliable, compliant program.

Session Length: The session is tailored to be a 60-90 minute session dependent upon the integration of case study discussions and interactive Q&A.

Speaker: Scott Albraccio, John Pesh, Eric Earle, John Moreno, Jay Petty, Mark Wilson, Ramsay Ellis, Andy Roquet and Bruce Bauer


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The Battle for Executive Talent Continues…

It’s no secret that credit union executives are being wooed away by other organizations, including the credit union down the street. Find out key elements of a real leadership continuity plan that will help your credit union stay competitive in the war for top talent, and prevent disruption of meeting your strategic and financial goals. Learn how to leverage your succession plan beyond the CEO position, so it’s not just a short-term contingency plan and how to enhance your executive compensation package to meet the financial needs of your best talent—to motivate them to stay and help your credit union thrive.

Session Length: The session is tailored to be a 60-90 minute session dependent upon the integration of case study discussions and interactive Q&A.

Speaker:Scott Albraccio, John Pesh, Eric Earle, John Moreno, Jay Petty, Mark Wilson, Ramsay Ellis, Andy Roquet and Bruce Bauer


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Lending How Real Time Engagement Drives Credit Unions’ Success

Disengaged employees cost your credit union money. Nearly 70% of US employees report that they are not engaged or are actively disengaged at work.1 With disengagement costing US employers $550 billion per year, having engaged employees is imperative for your credit union’s success.2 Join us as we explore how real time engagement tools and the use of game mechanics are being used across the globe to motivate employees with metrics that matter while boosting morale and driving results. You’ll learn how leaders use engagement tools for frequent and proactive recognition, training and coaching discussions. We’ll also share lessons learned from four large credit unions on how they improved their feedback, focus, and fun with game mechanics and generated non-interest income along the way.

1 Gallup, Employee Engagement Is Stagnant in 2015, 2016
2 Gallup, State of the Global Workplace, 2013

Speaker: Patrick McElhenie


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Loyal Lending: Find, Win and Keep More Loans and Members

What if you could utilize unique, innovative and proven best practices to grow and close more loans and create more loyal members versus repeat members for your credit union? At our Loyal Lending clinic you will walk away with tools and techniques on how to FIND, WIN, and KEEP more loans and members. Like many credit unions, you’re dealing with the challenge to grow and close more loans, retain and increase membership, and improve your margins and income streams to increase your competitive advantage in the market place. You’ll leave the workshop inspired with thought provoking ideas and best practices you can implement at your credit union.

Session Length: The session is tailored to be a 60-90 minute session dependent upon the integration of case study discussions and interactive Q&A.

Speaker: Patrick McElhenie, Karim Habib


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Targeting America’s Biggest Market: Millennials, Lending, and Financial Security

With market indicators predicting steady loan growth, you are uniquely positioned to capture significant market share of the lending market for the largest segment of today’s consumers: Millennials. This in-depth session provides insights and personas into the buying behaviors, financial priorities, and media and channels available to you to establish lasting financial relationships with this key generation. Learn how to build deeper loyalty at an early stage of your members’ financial life cycle. And, we’ll share best practices on how your lending products and financial services can meet Millennials where, how, and when they prefer. You’ll learn how to build more engaging and mutually beneficial relationships with Millennials for years to come.

Session Length: The session is tailored to be a 60-90 minute session dependent upon the integration of case study discussions and interactive Q&A.

Speaker: Patrick McElhenie Director, LDP & Performance Solutions, Karim Habib, Director, Sales and Marketing Lender Development Program


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Retirement Solutions and CUNA Mutual Fiduciary Consultants 2017 Economic Outlook: How Global Shifts Affect Savers & Investors

Around the globe, major changes in the political and economic environment are impacting financial markets. New perspectives on trade, tax policy, immigration, and the regulatory state are slowing or reversing trends that have been in place since the financial crisis. Will the economy return to stronger growth? How will financial markets respond to the changes? This session will provide perspective about the current and future state of the economy and financial markets, with special emphasis on their likely impact on savers and investors.

Session Length: The session is tailored to be a 60-90 minute session dependent upon the integration of case study discussions and interactive Q&A.

Speaker: Scott D. Knapp, CFA®, Director of Investment Strategy, CUNA Mutual Fiduciary Consultants


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Effective Retirement Plan Design Drives Employee Outcomes

Traditional methods of assessing how well a employee retirement plan is working are, at best, incomplete. At worst, they’re misleading. Hear best practices for using metrics to improve your ability to help your employees achieve better retirement outcomes, as well as for making the most of new automatic features. Topics include auto enrollment, investment optimization, personalized employee education, and financial wellness resources. You’ll leave this session with greater confidence that you can help your employees save enough for a comfortable retirement.

Session Length: The session is tailored to be a 60-90 minute session dependent upon the integration of case study discussions and interactive Q&A.

Speaker: Paul Chong, Rob Peters, Tom Eckert


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Fundamental Strategies for Increasing Employee Engagement

You want your employees to retire on their own terms. It’s better for them, and it’s better for the rest of your employees. Postponed retirements can delay other employees’ opportunities for development and promotion. And overall morale can be negatively impacted when employees are working only because they can’t afford to retire. With the right tools and a few simple strategies, however, you can easily become part of the solution. Discover key strategies to guide your employees to a successful retirement:

  • Understand drivers of employee engagement.
  • Support retirement education programs.
  • Get your employees online.

Session Length: The session is tailored to be a 60-90 minute session dependent upon the integration of case study discussions and interactive Q&A.

Speaker: Paul Chong, Rob Peters, Tom Eckert


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Liability Driven Investing 101: Reduce the Volatility in your Defined Benefit (DB) Plan

71% of large companies now invest some portion of their pension assets in a Liability Driven Investing (LDI) strategy, while most credit union are unfamiliar with it.* Gain insights on how an LDI strategy reduces pension expense volatility, how it is applied in the credit union space, and find out if it is a good fit for your credit union! You’ll learn about:

  • The prevalence of LDI
  • The basic philosophy behind LDI
  • How to manage risks for DB plans
  • How credit unions evaluate the concept
  • How to implement LDI

Session Length: The session is tailored to be a 60-90 minute session dependent upon the integration of case study discussions and interactive Q&A.

Speaker: Shannon Eidson, FSA, CFA, principal/investment consulting, CUNA Mutual Fiduciary Consultants

*“Closing the Gap in DB Plans,” CFO Research and Prudential Financial, Inc., 2016


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What Do Retirement Plan Fiduciaries Need to Know?

Major regulatory changes have raised the standard for advising 401(k) assets, increasing the risk of fines for plan providers and sponsors. Furthermore, litigation is now targeting smaller plans for breach of fiduciary duty for their 401(k) plans. Hear from an industry expert about the actions credit unions can take to avoid the increasing trends of retirement plan fines and litigation.

Speaker: Scott D. Knapp, CFA®, Director of Investment Strategy, CUNA Mutual Fiduciary Consultants


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Risk and Compliance Solutions Compliance Hot Topics (Timely Compliance Issues that Need Clarification in the Marketplace)

Our compliance experts are available to discuss lending compliance issues related to consumer and mortgage lending.


Consumer Lending:

  • Reg Z/Truth in Lending Act (TILA)   
  • Credit  Cards
  • Military Lending Act
  • Unfair, Deceptive or Abusive Acts or Practices

Mortgage:

  • Real Estate Settlement Procedures Act (RESPA)
  • TILA

As topics arise that impact credit unions, reach out to CUNA Mutual Group to learn how our compliance leaders can provide direction to you as you interpret new and/or changing regulations.


Session Length: The session is tailored to be a 60-90 minute session dependent upon the integration of case study discussions and interactive Q&A.

Speaker: Andrea Stritzke, Ben Qualley, Jen Torbeck, Theresa Reinke, Casey Hunt, Joe Luedke


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Consumer Payments: Insights, Trends & Technologies

The way in which consumers pay for goods and services and the payment solutions they use have become the face of a financial institution. Payment technologies and innovations can be a game changer. However, while payment transactions are more convenient, they can also become riskier for your credit union and your members. The constant change within the consumer payment landscape makes it difficult to stay ahead of all of the developments and leads to change within the fraud landscape. Gain technology and risk insights, uncover the latest macro fraud trends, and hear how credit unions monitor their consumer payment exposures and use fraud rules to fight back. Focus will be placed on the cutting edge consumer payment technologies including EMV, Mobile Wallets like Apple Pay®, Bitcoin, and everything in between.

Session Length: The session is tailored to be a 60-90 minute session dependent upon the integration of case study discussions and interactive Q&A.

Speaker: Primary: Robert Jarosinki, Joe Luedke
                Secondary: Ken Otsuka, Amy Beier


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CU Safeguards for Today’s Branches

Armed robberies, active shooters, and extortion can be a day that your employees will never forget. The security of credit union employees and members is a paramount concern. While there is little to do to prevent physical security risks; following best practices in relation to planning and training can help mitigate the likelihood and desire to be perceived as a target. The session focus will be on tried and true robbery mitigation tips to help your operations and employees before, during, and after an incident. In addition, you’ll hear ideas on how you can evolve your operations into a branch of the future.

Session Length: The session is tailored to be a 60-90 minute session dependent upon the integration of case study discussions and interactive Q&A.

Speaker: Primary: Mike Petrone, Bob Bouvier, Carlos Molina
                Secondary: Robert Jarosinki


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Lessons Learned: Internal Controls

Employee fraud and dishonesty does not discriminate. Credit unions must approach risk and internal controls from every angle regardless of their size, number of employees or operational complexity. Unfortunately, embezzlement schemes last longer and result in more severe losses than most other risks. During this session, you’ll go through common credit union loss scenarios, identify key warning signs to look for, and learn which checks and balances should be implemented to hold individuals accountable for their actions and limit the potential impact of employee dishonesty.

Session Length: The session is tailored to be a 60-90 minute session dependent upon the integration of case study discussions and interactive Q&A.

Speaker: Primary: Ken Otsuka, Chris Gill, Carlos Molina, Mike Petrone
                Secondary: Holly Spizenski, Becky Garton


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Litigation Trends that Don’t Suit Your Credit Union

Litigation trends and class-action lawsuits show no signs of slowing in today’s marketplace. Join us as we breakdown the credit union industry’s greatest litigation loss trends—and provide you with actionable insights to help you better manage operational risks and class-action lawsuits. Focus areas will include risk trends impacting credit unions such as collection letters, ATMs, overdraft fees, and the Telephone Consumer Protection Act.

Session Length: The session is tailored to be a 60-90 minute session dependent upon the integration of case study discussions and interactive Q&A.

Speaker: Any Risk and Compliance Solutions Consultants


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Loan Growth & Compliance Pitfalls

Loan growth is at the top of the list as a hot topic for most credit unions this year. With all the hype, how can loan growth and lending regulations get along? During this engaging session we will provide some real scenarios of loan growth strategies and the resulting compliance pitfalls to watch out for; including issues related to growing loans through prescreened offers and applying technology.

  • Discuss compliance considerations in growing loans
  • Learn how technology can help you through this process

Session Length: The session is tailored to be a 60-90 minute session dependent upon the integration of case study discussions and interactive Q&A.

Speaker: Andrea Stritzke, Jen Torbeck, Casey Hunt, Joe Luedke, Theresa Reinke, Ben Qualley


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Making a Case for Sound Employment Practices

Employment issues exist in all credit unions. Handling them appropriately can make all the difference between an easy discussion and a lawsuit. During this session, we will discuss real-life credit union loss scenarios and examine actionable steps that you should or should not take when dealing with complicated employment issues – such as FLSA, FMLA, and whistleblower allegations. The best way to win is to avoid a claim!

Session Length: The session is tailored to be a 60-90 minute session dependent upon the integration of case study discussions and interactive Q&A.

Speaker: TBA


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Minimizing Threats Involving Malware and Cyber Scams

Bad guys avoid firewalls, intrusion detection systems, multifactor authentication, and other protections to get at your members’ data and accounts. In fact, these fraudsters use your too-often trusting employees and members as their unwitting accomplices. Fraudsters are relentless in exploiting 1) weakness in your layered security controls to takeover member accounts through online banking and 2) network vulnerabilities to steal member data. Hacked passwords, email attachments containing stealthy malicious malware, and social engineering through employee or member contact can cause significant damage for your credit union. Learn how cyber thieves compromise accounts through online banking and attack organizations to steal data at breakneck speed. Through our discussion, we’ll introduce credit union experiences, address the newest threat twists including data extortion, and identify actionable steps that you can take to protect your credit union.

Session Length: The session is tailored to be a 60-90 minute session dependent upon the integration of case study discussions and interactive Q&A.

Speaker: Primary: Chris Gill, Ken Otsuka, Robert Jarosinki 
                Secondary: Carlos Molina


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Mobile Security

Mobile devices are used by members to access online banking accounts, make deposits, perform transfers and even apply for loans. They are also used by employees who connect to the network and manage email remotely. This creates a gateway for a variety of security threats that can affect mobile devices and network infrastructure. As mobile technology continues to evolve and usage continues to increase so too will the need for capable mobile security solutions. During this session we will discuss controls that are available to credit unions to help minimize the exposures associated with mobile technology.

Speaker: Primary: Robert Jarosinki, Ken Otsuka, Joe Luedke
                Secondary: Amy Beier


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The DNA of Cybersecurity Risk

Cybersecurity and data breaches has emerged as the top risk for organizations of all sizes across all industry sectors. Cybersecurity risk puts your good reputation at risk! In addition, the costs to recover can be significant when legal guidance, forensic investigation, member notification, credit monitoring, and public relations are considered. Preparing for, handling of, and responding to cybersecurity risks - from cyber criminals to malicious insiders and third-party vendor flubs – must become a part of your credit union’s DNA. During this session, you’ll receive some of the latest credit union cybersecurity trends and common deficiencies; identify what should be in your incident plan; and ensure the right policies / procedures are in place to best protect your members’ data.

Session Length: The session is tailored to be a 60-90 minute session dependent upon the integration of case study discussions and interactive Q&A.

Speaker: Primary: Chris Gill, Carlos Molina 
                Secondary: Ken Otsuka


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The Unique Footprint of Emerging Risks

As credit unions implement effective defenses and loss mitigation steps against a variety of losses, new exposures appear on the horizon. These exposures come in many guises and are showing up faster than ever. In fact, several emerging risks are threatening credit union operations today and the uncertainty of what to do can be linked to potential losses. This session will introduce you to the unique footprint of emerging risks – including some related to litigation, compliance, and operations – and provides relevant strategies and practices that can help you minimize the impact of these biggest risk red flags. How you respond to these emerging risks can make a big difference in the quality of your organization’s success.

Session Length: The session is tailored to be a 60-90 minute session dependent upon the integration of case study discussions and interactive Q&A.

Speaker: Joe Luedke


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The World According to the CFPB

Are you ready for the new reality of regulation and compliance? The Consumer Financial Protection Bureau (CFPB) continues to move full speed ahead with its mission. New rules and focus from the CFPB will continue to have an enormous impact on your credit union. In this session, we’ll discuss the effect new rules will have on you, your credit union and your members. We’ll also discuss likely CFPB direction for the next several years and steps you should take now to anticipate changes.

Session Length: The session is tailored to be a 60-90 minute session dependent upon the integration of case study discussions and interactive Q&A.

Speaker: Andrea Stritzke, Casey Hunt, Jen Torbeck, Ben Qualley, Theresa Reinke, Joe Luedke


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What Fraudsters Know that You Need to Know

Spam, shams, and other scams! The face of fraud constantly changes largely due to relentless fraudsters putting in new twists and turns in the schemes. In order to stop fraud before it happens, you really need to know what fraudsters look for. Find out what’s trending in frauds that credit unions are facing – such as wire frauds, member ACH payment frauds, loan scams, and plastic card fraud. The session will point out common fraud characteristics, identify ways that you can assess your risk levels, and share best practice tips to help minimize impact at your credit union.

Session Length: The session is tailored to be a 60-90 minute session dependent upon the integration of case study discussions and interactive Q&A.

Speaker: Primary: Ken Otsuka, Robert Jarosink
                Secondary: Holly Spicenski, Becky Garton


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Strategy & Business Development Beyond Disruption

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. We’ll describe these developments, and offer you practical steps for moving your credit union 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.

Session Length:The session is tailored to be a 60-90 minute session dependent upon the integration of case study discussions and interactive Q&A.

Speaker: Steven Rick, Steve Heusuk, Patrick McElhenie, Karim Habib


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Credit Union Data & Analytics: Knowledge IS Power

Are you relying on experience and your gut to help you make strategic decisions at your credit union? Or, are you using data to drive your decisions and move your credit union to the next level of member service, growth and profitability? This dynamic presentation will demonstrate the impressive gains in member service and top-line revenue, as well as reduced acquisition costs, that can be attained by developing and implementing a data and analytics strategy. However, to reap these benefits, credit unions need a roadmap to get started. We’ll share case studies from credit unions that have developed their data capabilities, insights into members’ data privacy and security concerns and CUNA Mutual Group’s 7-step conditional framework to help credit unions kick start and continue their data and analytics journeys. Don’t miss this opportunity to learn more about the “gems” that lies within your credit union’s data.

Speaker: Steven Rick, Steve Heusuk, Karim Habib


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U.S. Economic Outlook and its Impact on CUs

The presentation will discuss how the global economy, the overall financial sector and the Federal Reserve will affect the U.S. economy, U.S. interest rates and ultimately credit union balance sheet and earnings performance. Steve Rick will analyze and establish standards against which your credit union’s own performance can be measured. Mr. Rick will also identify trends of savings and loan activity, and weigh the influence of future economic events on growth patterns out into 2017.

Session Length: The session is tailored to be a 60-90 minute session dependent upon the integration of case study discussions and interactive Q&A.

Speaker: Steven Rick


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Wealth Management-Related Serving the Female Investor at Every Life Stage (Available February, 2017)

Women control an estimated $11 trillion in investable assts. They are living longer than men, make up nearly half of the US workforce, are driving higher household incomes and represent the highest percentage of new business launches in the United States. Moreover, they are projected to control $22 trillion in assets by 2021. As the number of female investors grows, unfortunately so has the reported percentage of women who feel misunderstood by the investment industry. Are their challenges unique in their gender, or unique to their situation? Discover the best way to align your message and services to the individual walking through your doors.

Session Length: The session is tailored to be a 60-90 minute session dependent upon the integration of case study discussions and interactive Q&A.

Speaker: Mary Wong Young, Vice President Wealth Management, CUNA Mutual Group


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The Changing Face of Face-to-Face (Available March, 2017)

As we find ourselves heads-down in our mobile devices and constantly checking in with our virtual worlds, are we doing so at the risk of real-world relationships? Has the rise in virtual communications lessened the value of face to face service models? Moreover, with a service as personalized as holistic financial management, how do we adapt to the shift in how consumers want to be communicated with and connected to? Studies have found that the highest users of email, web, mobile phones and social media tend to have more diverse and a larger number of close relationships. What has changed isn’t the desire for face to face relationships. Communication technologies have simply made many of our relationships more persistent and pervasive, This session explores the difference between connecting and communicating, and uncovers how the right blend of virtual and direct can drive success for your wealth management program.

Session Length: The session is tailored to be a 60-90 minute session dependent upon the integration of case study discussions and interactive Q&A.

Speaker: David Foster, Vice President Wealth Management, CUNA Mutual Group


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The Power of Multi-Generational Relationships (Available February, 2017)

How can you build a relationship with the next generation now?

The next few decades promise to bring a significant wealth transfer from one generation to the next. Yet research shows much of that wealth will exit the current wealth management practice and financial institution it resides at. This seems particularly important when the costs associated with customer retention are significantly less than customer acquisition. According to experts, the key is building deeper relationships with clients—going beyond finances—and reaching out to their families. How will you build and impactful relationship with the next generation now?

Session Length: The session is tailored to be a 60-90 minute session dependent upon the integration of case study discussions and interactive Q&A.

Speaker: David Foster, Vice President Wealth Management, CUNA Mutual Group


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Wealth Management Isn’t Just for the Wealthy (Available June, 2017)

One of the greatest misconceptions is that an individual needs a significant level of wealth to qualify for, or benefit from, wealth management services. The average 50 year old has less than $43,000 saved for retirement while 45% of Americans have nothing saved, including 40% of baby boomers. There is a rising need for better access to secure investment products and financial planning throughout an individual’s life. The credit union movement was founded to include people at all levels of society – providing access to savings and credit. For credit unions to remain relevant, the movement must be reignited, with a focus on preparing the middle class for the future and address this looming retirement crisis. Through the application and translation of both qualitative and quantitative consumer research, you will understand how to break down the emotional and financial accessibility barriers that are paralyzing your members while fueling holistic growth of your credit union.

Session Length: The session is tailored to be a 60-90 minute session dependent upon the integration of case study discussions and interactive Q&A.

Speaker: Mary Wong Young, Vice President Wealth Management, CUNA Mutual Group


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