How to Drive Results from your Data Analytics
Presenter: John Best of Best Innovation Group
Join John on a journey to learn how to create a data driven culture within your credit union. He will identify strategies, share use cases, and will discuss with you, how to uncover the true potential and drive results from your data.
Legacy in a Digital World: Making Traditional Payment Services Relevant to Today’s Consumers
Presenter: Dr. Kathy Snider of CO-OP FS
Long-standing services of financial institutions, such as ATMs and branches, are not going away in our digital age, but they are changing. This presentation will focus on how traditional services can evolve to meet the expectations of the modern consumer.
#MeToo, #TimesUp – Reasons Your Credit Union Should Review Workplace Harassment Policies
Presenter: Gaye DeCesare of CU Works Compliance
There has been an explosion of sexual harassment allegations in both the press and in complaints to employers. It’s not new, but suddenly the topic is front and center. This session will highlight the need for revisiting your credit union’s anti-harassment policy/program and provide an overview of issues to address in training for staff and volunteers.
Crisis Management - How this Denver IT Firm Survived the Hillary Clinton Email Scandal
Presenter: David DeCamillis of Platte River Networks
Hear the story of how Platte River Networks weathered, and overcame, being thrown into the political fire of hosting Hillary Clinton's email server. You'll learn how to address crises in your credit union and prepare as best you can for when it hits.
Strategic Planning in a World of Information Overload
Presenter: Kathy Darwin of Kathy Darwin Strategic Planning
Experts say the average person’s attention span is now shorter than that of a goldfish. The goldfish clocks in at 9 seconds, and us at 8. The constant bombardment of news, tweets, posts and alerts has altered our focus and attentiveness – but maybe not for the worse. Learn how a world of information overload can help you in your strategic planning process. We will discuss how to create a fluid strategic plan, use informational data points throughout the year to enhance your plan, and build an internal process for prioritization.
Regulatory Hot Topics - Tips and Tricks on How to Keep your Credit Union ahead of the Game
Presenter: Bryan Mogensen of CliftonLarsonAllen, LLC
Covering the most recent hot topics from your regulators, including: Trends, Regulatory Reform, and Supervisory Priorities. Bryan will present ideas on how to interpret these changes along with providing you value added ideas to help keep you ahead of the regulators.
Final Presenter TBD
A very special surprise guest will be joining us as well!
John Best is a thought leader and “outside the box” innovator recognized throughout the FinTech arena, with a particular affinity for credit unions. John is the founder and CEO of the financial technology firm Best Innovation Group (BIG), which focuses on industry-wide code sharing and API prototype development. John and his Team at BIG, in partnership with CUNA and the Mountain West Credit Union Association, launched the CULedger network, a groundbreaking collaborative initiative harnessing the power of distributed ledger (blockchain) technology for the benefit of the credit union movement.
Prior to going BIG, John spent over a decade at Wescom Credit Union and Wescom Resources Group, serving as Chief Technology Officer and Senior Vice President. John lives in Colorado Springs, where he spends whatever spare time he can carve out playing guitar, crashing drones, and binge watching Star Wars and The Walking Dead.
With over 35 years of experience in the credit union industry, Gaye has knowledge of and practical experience in almost every area of credit union operations. Specializing primarily in compliance for more than 25 years, she served on the NAFCU Compliance Standards and Practices Commission that developed the NCCO certification program and is a founding member of both the Capital Area Compliance Roundtable and regional BSA Compliance Roundtable. Gaye is also a current member of Global Women's Leadership Network (GWLN), which connects and empowers credit union women from around the world.
Gaye was among the first in the nation to earn the designations of NAFCU Certified Compliance Officer (NCCO) and CUNA Credit Union Compliance Expert (CUCE) when the programs were introduced in 1997 and 2000, respectively. In addition to holding NCCO and CUCE designations, she is also a certified Bank Secrecy Act Compliance Specialist (BSACS).
Gaye has been a featured speaker at national trade association conferences, as well as numerous state league events.
Dr. Kathy Herziger-Snider is Senior Vice President, ATM/Debit/Prepaid/Shared Branch, for CO-OP Financial Services.
With more than 25 years in the financial services market, Herziger-Snider has held positions in product management, business line management, client services, project management, training, documentation, account management, channel management, marketing and sales support. Prior to CO-OP, Kathy worked in management posts at Fiserv, eFunds, US Processing, Inc., Deluxe Data and First Interstate Management Services.
Herziger-Snider holds a Doctor of Philosophy (PhD) in Leadership, Learning and Service from Cardinal Stritch University (Milwaukee, Wisconsin), and a Master’s Degree in Management Science from the same institution.
For two decades, David DeCamillis worked in financial consulting and production in a wide range of industries. Starting in the late 1980s, he worked as a syndicate manager and consultant in private equity funding. After 12 years, DeCamillis transitioned into event production, working as an overseas concert promoter and producer in partnership with MTV Asia.
In 2008, DeCamillis started his tenure as Head of Business Development with Platte River Networks (PRN), an award-winning, Denver-based IT Managed Services firm specializing in infrastructure management and cloud services for companies across every industry. Over the past 15 years, PRN has grown to become a leading IT managed services provider, both in Denver and nationally. Platte River Networks has been honored with over 25 technology, service and growth awards over the past three years including eight awards in 2017.
DeCamillis was honored by Colorado Biz Magazine in July 2014 issue as one of the Top 10 Sales People in Colorado. In addition, he serves as the President and a founder of Denver Technology Partners and the President of the Denver Biz Tech Expo. He also serves on Channel Partners National Advisory Board, The Channel National Advisory Board and the Colorado Association of Legal Administrators Advisory Board and President Colorado Thought Leader’s Forum Denver Chapter of Strategic Connections. Outside of work, DeCamillis is an avid runner, biker, hiker, skier, reader and traveler. He enjoys spending time at the beach and the mountains with his family and has a love of public speaking.
Kathy Darwin works with individuals, teams and organizations to improve knowledge, process and product through behavioral and process change. She has over 20 year experience in financial services, 15 of which are in Development & Implementation of Strategic Planning. She assists credit unions and non-profits throughout the country.
Kathy is a Strategic Planning Coach and creator of the Strategic Maximizer® - a high impact process that wraps education, implementation and accountability around a powerful planning workshop. Kathy is also a certified TRACOM Social Styles Facilitator.
Bryan Mogensen is an assurance principal at CliftonLarsonAllen LLP in Phoenix, Arizona. In 1995, he joined CliftonLarsonAllen. Over the past 20+ years, Bryan has gained extensive experience auditing credit unions, community banks, and nonprofit organizations. As engagement principal, he is responsible for making sure the work is performed as expected, reviewing key areas and reports, planning, and supervising audit staff.
Bryan frequently shares his knowledge through national speaking engagements. He is a licensed CPA and a member of the AICPA and ASCPA. Bryan received his bachelor’s in business administration with emphasis on accountancy from the University of Wisconsin-Milwaukee.
Bryan has worked on audit and consulting engagements throughout his 19 years of public accounting experience and more than three years working for the Wisconsin Credit Union League. Bryan specializes in credit union industry clientele, providing audit, internal audit, consulting, and employee benefit plan services to these clients. He currently serves as the firm’s national credit union practice leader and the leader of CLA’s Western Region credit union practice.
Bryan is an active member of the AICPA National Conference on Credit Unions Committee as well as attending the Valley of the Sun Chapter of the Mountain West Credit Union Association meetings. Bryan is active in national speaking engagements and authoring articles related to credit union industry topics.