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Things have changed and it’s time to shift your mindset, while staying resilient and true to the credit union philosophy. SHIFT21 will cover topics in culture, leadership, lending and marketing.

Simple credit union pricing

Allow your entire credit union staff and board to attend for one low price!

Purchase a credit union access voucher to allow everyone on your team to register at no additional cost.

Live content will be recorded and available to registered attendees for 30 days post-event*. 

*with the exception of our closing keynote, which deals with convert intelligence operations (aka spy stuff). You'll want to tune in live for that.

Scholarships available for the credit union voucher ($100M and under) 

Registration closed June 3.

9:00 AM - 10:00 AM
Central Daylight Time
Crisis Communications in the COVID-19 Era and Beyond

Don’t let 30 years of hard work get destroyed in 30 seconds! COVID-19: It’s the crisis you never expected, and it’s here. You’ve spent the last several months revising (or more likely creating) your pandemic response plan. New words and phrases like ‘social distancing’ and ‘Zoom’ are being used daily. And the one thing that’s certain about the future is uncertainty.

But what’s a company to do? Take a quick scan of today’s headlines or social media posts and you’ll see that unfortunately, much of that uncertainty is being driven by a lack of clear and consistent communications - or worse - confusing and conflicting information.

Join crisis communication expert and international keynote speaker Anthony Huey for this timely and energetic virtual event that provides organizations with pragmatic insider tips on communicating clearly during the current coronavirus pandemic and beyond. Attendees will learn how to quickly and effectively communicate with critical audiences in a crisis, including: customers, employees, partners, news reporters, neighbors and much more. In addition, attendees will have access to real-time crisis counsel and interactive Q&A.
Category:
Marketing, Leadership
 
10:10 AM - 11:00 AM
Central Daylight Time
Building Inclusivity in a Divided World

Creating a diverse, inclusive, and equitable working environment is critical for the long term success of your credit union, especially as our world becomes increasingly more divided. Hear from three panelists who have done just that.

  • Ronaldo Hardy, former credit union CEO, will discuss his experience with making his credit unions more equitable for African American employees. 
  • John Zmolek, former credit union CEO, will explain what he and his credit union did to advance inclusive environments for the LGBTQA+ community.
  • Ty Reed, Second Chance Employment Consultant, will share strategies for making your credit union supportive of employees who have dealt with traditional barriers to employment, such as drug addiction or homelessness. 

Moderator, Jill Nowacki, Founder of Humanidei, will cover three things your credit union should be doing to build inclusion during these times of division. 

Category:
Leadership, Culture
11:15 AM - 12:00 PM
Central Daylight Time
Breakout Conversations

Join one of four smaller collaborative sessions via Zoom. Each featuring one of our DEI panelists:

  • Ronaldo Hardy
  • Jill Nowacki
  • John Zmolek
  • Ty Reed

This is your chance to engage in the conversation, share your stories and ask questions of our panelist.

Category:
Leadership, Culture
1:00 PM - 1:50 PM
Central Daylight Time
Digital Advertising, 2021 - A Guide for Credit Unions

With more people online than ever before, it's past-time to master digital advertising. Aidan Augustin, President of Feathr, will share real examples and best practices that will help your team (internal or agency) start celebrating completed applications and funded-loans vs vanity metrics like views and clicks. 

Expect to leave this webinar with:

  • A more holistic understanding of the different types of ad targeting commonly used today
  • Sample ads and campaign strategies to help inspire and guide your own marketing efforts
  • Actionable tips to leverage ads for auto, mortgage and membership campaigns.
Category:
Marketing
2:00 PM - 2:50 PM
Central Daylight Time
Innovations in Lending: From Evolution to Revolution

The world of lending is changing and there are two ways to keep up - make lots of small incremental changes, or few massive changes. Learn about two different types of innovations in lending programs designed to meet the evolving needs of consumers. 

Marcie DeRito and Aerik Radley of SECNY FCU will share how they launched their green lending program in the middle of a pandemic. Hear from both the lending and marketing side of what worked well and what could be chalked up to "lessons learned'.

Also hear from David Kafafian of Stride Funding, an organization offering students an innovative alternative to student loans. He'll discuss product, landscape, and regulatory considerations, and how your credit union might become involved. 

Category:
Lending
3:00 PM - 3:45 PM

Central Daylight Time

Kids These Days: Capturing the Hearts, Minds, and Wallets of Young Members

Every financial institution wants to be there when a young person is ready to open their first credit card or get their first car loan. Consumers in the early stages of adulthood can be extremely profitable and presumably result in many more years of relational banking. Early affinity to a brand can lead to a lifelong relationship.

“There’s lots of evidence that the brands you are emotionally connected to as a child you remain connected to as an adult,” says Rachel Geller, a partner and chief strategic officer at youth-oriented agency The Geppetto Group in New York. 

Consumers under the age of 25 present a host of opportunities for credit unions, both now and well into the future. Is your credit union doing enough to capture this critical market segment? Join John Lanza and Shari Storm to learn 10 things you can start doing tomorrow to ensure your credit union does not miss out on a vital strategic initiative.

Category:
Marketing

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Thank you to our sponsors

A digital advertising platform for credit unions, Feathr's software modernizes marketing and drive results for more than 850 non-profit organizations. Feathr centralizes digital advertising campaigns, comes with expert services and built-in best practices. Digital advertising tools + services help internal credit union marketing teams own and understand their audience data, max qualified product applications, and boost member acquisition/retention. . .with lower CPAs and real ROI conversion tracking. 

Eltropy enables credit unions to communicate with members over text messaging in a secure and TCPA-compliant way. Using Eltropy’s platform, lending, collections, sales, marketing, service, risk management, internal communications and other teams at credit unions leverage text messaging to boost member engagement and enhance the member experience.

nCino is the worldwide leader in cloud banking. The nCino Bank Operating System® empowers financial institutions with technology to help them achieve revenue growth, greater efficiency, cost savings and regulatory compliance. 



Aerik Radley is the current director of education marketing for SECNY FCU. In this role, he works with a team to develop financial literacy programming, traditional and digital marketing, and community relationships. Aerik studied at Le Moyne College for his bachelor’s degree before receiving his Masters in Market Research and Analytics.

Spending much of his career in the credit union industry, Aerik has received certifications as a Credit Union Development Educator (CUDE) as well as a Credit Union Financial Counselor. He was recognized by Credit Union Magazine for his work in 2014 and served for a time on the Young Professionals Commission for the New York State Credit Union Association. He has most recently spoken at the National Youth Involvement Board Annual Conference in Washington, D.C. and has had the pleasure of being guest speaker at colleges, libraries, and school districts throughout Central New York.

Aerik is a resident of Manlius, NY and greatly looks forward to doing his part to contribute to his community through the Chamber of Commerce. In his spare time, he enjoys being a member of the Syracuse Highland Pipe Band, hiking throughout New York State, gardening, and spending time with his family. He is also a member of a local home-grown book club, dinner club, and the Adirondack Mountain Club.

Session: Innovations in Lending: From Evolution to Revolution

Aidan Augustin is the co-founder and president of Feathr, an industry-leading tech company building marketing tools specifically tailored to the needs of associations and event organizers. Feathr has helped over 800 associations and 5,000 conferences, trade shows, and virtual events grow attendance, member engagement, and digital sponsorship revenue. Based out of their Gainesville, FL headquarters, Aidan leads the sales and marketing functions of Feathr and spearheads industry engagement. He is an actively involved member of both ASAE and IAEE and a regular speaker on the topics of digital marketing and event/association technology.

Session: Digital Advertising, 2021 - A Guide for Credit Unions


Angie Carson is a web strategist, digital marketer, and content marketing expert. To know Angie, is to love Angie. By day she manages web strategy for SiteCrafting and Sitka Insights. By night she wrangles her 2-year-old and 6-year-old and streams Hamilton on repeat. She’s an expert communicator, adventurous crafter and rumored to be a long-lost Schuyler sister (Work!).

Session: Content Lessons from Hamilton & the Schuyler Sisters

Anthony Huey, CSP®, is a highly-rated international speaker who offers session attendees pragmatic communications tools, tips and techniques they can use immediately. Anthony has presented more than 3,000 paid communications workshops, seminars and speeches in his career, and was named a Certified Speaking Professional (CSP) by The National Speakers Association, an honor awarded to less than 12% of its speakers worldwide.

Anthony’s 25-year career includes tenures as a news reporter and senior editor, crisis management specialist, media relations consultant and executive speech coach. He owns Reputation Management, LLC, one of the nation’s leading communications training and crisis consulting companies.

His past client work includes a variety of advertising, public relations and communications initiatives for hundreds of trade associations, municipalities, and companies, including Nike, Victoria’s Secret, Eli Lilly, Nationwide Insurance, The Kroger Company, Procter & Gamble, and many more. Anthony holds a Bachelor’s degree in Journalism from The Ohio State University.

Session: Crisis Communications in the COVID-19 Era and Beyond

Ashish Garg is CEO & founder of Eltropy. As a former Product Manager in high tech, Ashish saw firsthand the changes that Text Messaging was bringing to the enterprise. He founded Eltropy to help Credit Unions improve efficiency, revenue and member engagement with Text Messaging. 

 

Session: Messaging for Credit Unions: Generate More Loans, Increase Recovery

Belinda Fu s a clinical assistant professor in the department of family medicine at the University of Washington, faculty at the Swedish Family Medicine First Hill residency program, and founder of The Mayutica Institute, an educational training company.

Dr. Fu is a professional actor, and a Theatresports™ ensemble member and improv instructor at Seattle’s Unexpected Productions. She received her BA at Stanford University, her MD from the University of California at San Francisco, and completed her residency, chief residency, and faculty development fellowship at the University of Washington.

She co-organized the first annual International Medical Improv Trainer Workshops, and established ImprovDoc.org, an educational resource about the use of improvisation in medicine. Belinda has been recognized for her outstanding keynote presentations, curricular development, workshops, and courses on innovative approaches to medical education, physician wellness, physician/patient communication, teambuilding, and medical improv.

Session: Improvisation: Adaptable Skills for an Uncertain World

David Kafafian is the VP of business development & operations at Stride Funding, a venture-backed student funding company that offers a more flexible alternative to traditional student loans via Income Share Agreements (ISAs). He is a serial entrepreneur, and early entrant to the ISA space, where he previously founded a company that supported university presidents and CFOs exploring ways to offer ISAs to support their students. David previously worked at IBM as a member of their Watson Analytics Group, and also worked in M&A in JPMorgan's investment bank. He is a graduate of Lafayette College and Harvard Law School.  

Session: Innovations in Lending: From Evolution to Revolution

James Olson is on the faculty of the Bush School of Government and Public Service at Texas A & M University, where he teaches courses on intelligence and national security.  He served his entire career in the CIA’s directorate of operations.  His career highlights include serving as the chief of CIA counterintelligence at CIA headquarters and in overseas assignments in Moscow, Vienna, and Mexico City.  He lives in College Stations, Texas.

Session: To Catch a Spy: The Art of Counterintelligence

Jill Nowacki started her career with credit unions in 2001. She has taken on leadership roles at credit unions and state and national trade associations, including serving as the president/CEO of the Credit Union League of Connecticut. In 2019, Jill founded Humanidei, a human capital strategies firm that helps credit unions build inclusive cultures that attract, develop, and retain top talent—from the front line through the Board of Directors.

By strategically addressing the value of human capital, credit unions can create environments where people bring their best, authentic selves to work; resulting in diversity in thought, increased innovation, stronger succession planning, and ultimately relevant, growing credit unions that expand the economic capacity of the members and communities they serve.

Throughout her career, Jill has worked with credit union leadership across the country to introduce business and human capital strategies that lead to growth. She is a sought-after speaker and thought leader on the topics of leadership, diversity, and strategic planning.

Jill holds a Master’s in Public Administration from the University of Montana and a Bachelor’s Degree in Communication and Public Relations from Carroll College (Helena, Montana).She is a certified International Credit Union Development Educator, a Certified Association Executive (CAE), and a Certified Diversity Executive (CDE)

Session: Building Inclusivity in a Divided World

John Lanza is the author of The Art of Allowance: A Short, Practical Guide to Raising Money-Smart, Money-Empowered Kids, host of The Art of Allowance Podcast and creator The Art of Allowance Project featuring The Money Mammals—a nationwide program for credit unions that helps parents raise money-smart kids. An expert on youth financial literacy, John and his creations have appeared in the NY Times, LA Times, The Wall Street Journal and The His & Her Money Show.

Session: Kids These Days: Capturing the Hearts, Minds, and Wallets of Young Members

John Zmolek 

John Zmolek, former CEO of Verity Credit Union, is passionate about helping members empower their financial lives and ensuring that Verity is at the heart of the communities we serve. He began his journey with Verity as a board member in 1986 before joining staff as CFO in 1990. He stepped up to the CEO position on January 1, 2014. In this role, he manages the operations of the credit union while working closely with the board of directors to set the course of the credit union. 

Under John’s leadership, Verity Credit Union has set a powerful example of how the banking industry can demonstrate the values of true social and environmental responsibility, while vigorously working to improve the lives of people in the communities it serves. John led Verity as it became one of only 11 financial institutions in the US and 65 in the world to join the Global Alliance for Banking on Values. In 2019, Verity, along with 27 other members of the Alliance, pledged to track and monitor the carbon impact of its loans and investments by 2022, to align the carbon footprint of its portfolio with Paris Agreement goals to keep global temperature increases under control. 

Throughout his career, Zmolek has been a huge advocate of the credit union movement and of building strong communities. John currently serves on the GSBA Advisory Board, is the Vice Chair of Business Impact Northwest, is on the board of YouthCare, and is a trustee and chair of the Staff Parish Relationship Committee with Wallingford United Methodist Church. He has served previously on the board of the Northwest Credit Union Association for six years, including serving as chair of that board for two years. He also was previously the chair of the board for Fremont Neighborhood Council, chair of the Bright Water Waldorf School board, and chair of the board for Shanti, an organization that provides emotional support for persons with AIDS. John received his BS in economics from Iowa State University and his MS from University of California-Davis. He has a hobby of serving on nonprofit boards. Whether kayaking, bicycling or hiking, he likes to be outdoors. When indoors, he loves cooking and entertaining. 

Session: Building Inclusivity in a Divided World

Marcie DeRito, director of consumer lending for SECNY FCU, has over 14 years of combined operational and managerial experience with an emphasis on program implementation, policy enforcement, and strategic collaboration. She has had the pleasure of establishing SECNY FCU Green Loan product lines as well as loan products geared towards young adult members. Marcie currently resides just outside of Syracuse, NY, with her husband and two kids. Two of their favorite vacation spots are OBX and Disney, which they hope to get to both this year!

Session: Innovations in Lending: From Evolution to Revolution

Mike Higgins, Jr., is a partner in the firm of Mike Higgins & Associates (MHA). His consultants work with clients in the financial services industry. His primary areas of focus are performance management, performance-based compensation, board education and strategic planning to maximize member value.

Mike is also a Filene Applied Research Advisor. He has presented at numerous Filene events and guest-lectured at the inaugural Center for Performance and Operational Excellence Research Colloquium at Stanford University.

Since 1998, Mike has worked with over 300 community-sized credit unions and banks. Mike has presented his contemporary approach to managing performance to numerous state and national associations. He coauthored the book Performance Compensation for Stakeholders: 14 Prerequisites for Success.

Prior to joining MHA, Mike was a consultant at Deloitte. His areas of focus were business process design and information technology. During his tenure at Deloitte, Mike worked with clients in the financial services, retail, manufacturing, logistics, aerospace and defense, and state government sectors.

Mike received his MBA from the University of Kansas and an undergraduate degree in finance from Nebraska Wesleyan University (NWU). While at NWU, Mike was an Academic All-American and was inducted into the NWU Athletic Hall of Fame.

Mike is a founding investor in Pacific Enterprise Bank, headquartered in Irvine, CA

Session: Avoid the Pay and Pray Trap

Nathan King is the Manager of Portfolio Analytics Delivery, overseeing all product implementations and helping clients prepare for exams and the new accounting standard, CECL. Nate started his career as a data analyst and has since led and participated in numerous projects such as: NCUA and state examiner training, Core Platform integration, CECL auditor training and countless client/prospect presentations. Nate graduated from Brigham Young University, and his hobbies include traveling with his wife, the Philadelphia Eagles, exercise and podcasts. 

Session: How Predictive Analytics Can Help Your Credit Union Manage Risk

Ronaldo Hardy is a powerhouse speaker and executive with the personal mission, "To change the world by building people that change the world."

As a purpose-driven, high-results CEO, Ronaldo led Southwest Louisiana Federal Credit Union (SWLFCU) to become a certified CDFI and $950,000 CDFI award winner working with CU Strategic Planning. His legacy at SWLFCU is the development of an executive team capable of maintaining the phenomenal 1.28% ROA,7% yield on average loans and more than 10% annual loan growth left in their hands.

Ronaldo is a thought leader and highly sought after speaker on diversity, equity and inclusion (DEI), raising awareness of and knowledge about the practicum as a keynote speaker at CUNA Management School, SW CUNA Management School, Western CUNA Management Alumni Association, CUES, and the NCUA's Inaugural Diversity Summit. He is published in The Credit Union Journal, CU Times, CU Insight, Credit Union Magazine and CU Today. Dozens of peer CEOs receive his counsel annually including in recovering from, responding to and establishing new processes in the wake of the industry's most significant, headline-making racial crises in 2018 and 2019.

Ronaldo received holds a Bachelor of Business Administration and Masters of Science in Human Resource Education with a concentration in leadership development. He is an alumnus of the Urban Leadership Development Institute and CUES Institute at the Wharton School of Business.

He is defined first and foremost by his faith in God and love of his family. He is the founder and lead pastor of the All Nations Worship Assembly Baton Rouge, a congregation of 600. Ronaldo is a father to four beautiful children with his wife Cristian.

Session: Diversity, Equity, and Inclusion Panel

 Shari Storm spent 16 years as an executive at a Seattle credit union, where she oversaw marketing and IT.

Her proudest accomplishments at Verity Credit Union included being named an Innovator of the Decade by Net.Banker, heading up the successful Verity Mom campaign, and participating in Filene's prestigious i3 program.

Her first book, Motherhood is the New MBA: Using Your Parenting Skills to be a Better Boss was published by St. Martin's Press. With almost 20,000 copies sold, it has been translated into Mandarin and purchased for publications in four countries. Shari has been named a Woman of Influence by CU Times. She has been featured in American Banker, Credit Union Journal, CU Times, Credit Union BUSINESS, Credit Union Management, and The CEO Report. The book has received tremendous press, including Time and Redbook magazines, Martha Stewart's radio, BusinessWeek online, the Costco Connection and the cover of the Metro News New York, to name a few.

She is now the CEO of Category 6 Consulting, which specializes in developing strategy with a strong focus on marketing and fintech. Shari received her undergraduate degree from University of Washington and her MBA from Seattle University. She is also a graduate of the three-year CUES CEO Institute.

Session: Kids These Days: Capturing the Hearts, Minds, and Wallets of Young Members

Ty Reed is a speaker on the topic of recovery and employment. Ty’s personal experience of being an award-winning salesperson for a Fortune 50 company, losing it all to addiction, and his successful climb back to regain his life make him uniquely qualified to work with companies on how addiction, recovery, and the workplace interact. He teaches organizations how they can spot the signs of substance abuse in their employees and offer support to keep them in their jobs.

Ty also runs a nonprofit that provides career coaching to individuals in recovery from addiction and homelessness, which is funded by his speaking appearances and his corporate consulting work.

 

Session: Building Inclusivity in a Divided World