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Your CPA, CFO and Auditor have 13 good reasons to attend our 2014 Conference, 13 CPE credits available!
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New Orleans in 2014
Just six months after the 2005 disaster musicians were again prancing down Bourbon Street during the annual Mardi Gras celebration. And like New Orleans, our conference theme Rebound in the Big Easy is about great comebacks, over-coming adversity, and helping members and our communities in the day-to-day and in a crisis. Take a look at what we’ve got in store for you!
New Orleans Marriott
555 Canal Street
Conveniently located to everything!
Reserve your rooms early as we are likely to sell out!
An Line-up of Amazing Speakers
Joe Lombardi New Orleans Saints The grandson of Vince Lombardi, Joe, has this game and coaching in his blood. He played as a tight end and graduated from the U.S. Air Force Academy. During his military service he decided he wanted to be a coach. Before coming to the NFL, Joe coached VMI, Bucknell, the XFL's New York/New Jersey Hitmen, and Mercyhurst (Pa.) College. After his first NFL season, working as an offensive assistant on Jim Mora's staff in Atlanta in 2006, Joe caught on with Coach Sean Payton and the Saints in 2007. He continued as an offensive assistant for two seasons until he was promoted to quarterbacks coach in 2009. He is the father of five children, and wedded to his grandfather's credo of what matters most in life. Get inspired off the field with one of New Orlean's greats! You won't want to miss it!
Peter Ricchuiti Tulane University A Funny Economist?... I’ve Never Heard of Such A Thing. Peter Ricchiuti (Ri-Shooty) is the business school professor you wish you had back in college! He teaches courses on the financial markets at Tulane University’s Freeman School of Business. His insight and humor have twice made him the school’s top professor. He has been featured on CNN and CNBC as well as in The New York Times, BARRON’S, The Washington Post and The Wall Street Journal. Over the past twenty years Peter has addressed hundreds of groups in 47 states and several countries. He has presented to a wide variety of audiences including workshops for the New Orleans Saints, the importance of proper diversification and the cyclical nature of the markets, all entertaining and humorous!
Steve Gilliland Speaker, Author, Businessman A member of the Speaker Hall of Fame, Steve Gilliland is one of the most in-demand and top-rated speakers in the world. Recognized by his peers as a master storyteller and brilliant comedian, he can be heard daily alongside Jeff Fox¬worthy and Bill Cosby on SiriusXM Radio’s Laugh USA and Blue Collar Radio. In addition to his brilliant speaking career, Steve is a prolific, accomplished author, evidenced by his book Enjoy The Ride™ being on the publisher’s best seller list for seven consecutive years and being named Author of the Year. Steve built a multimillion-dollar company from the ground up on the same philosophy he expounds to his audiences. If you continually learn more about your company, your industry, your customer and yourself, you will always be a leader.
John J. McKechnie III, Total Spectrum Lobbying for credit unions, from Congress to CUNA to NCUA, and now a Partner with Total Spectrum, McKechnie is an expert at navigating The Hill for credit unions. Among the highlights of his tenure at CUNA was John’s role in creating the nationwide grassroots campaign that created the momentum for passage of the landmark 1998 credit union membership legislation. McKechnie is also recognized for his work in passing bankruptcy abuse prevention legislation in 2005, and for propelling CUNA into the front ranks of Washington’s advocacy groups. He left the private sector in 2006 when he became a Presidential appointee to the NCUA as Director of Public and Congressional Affairs where he was responsible for media and congressional relations for this federal financial regulator during the recent economic dislocation. During the financial crisis that affected all sectors of the financial services industry, McKechnie was instrumental in the formulation and passage of key legislation that enabled the credit union industry’s federal insurance fund to remain solvent and stable. He was also involved in the negotiations surrounding the Dodd-Frank Wall Street Reform Act.
Rick Olson, National Speaker & Author Rick is a long-time friend to our member CU, an ECUC Conference favorite. He has been speaking nationally since 1979, conducting up to 130 seminars per year on themes such as service, sales, handling change, management skills, stress reduction and team building. Rick has a strong tie with the credit union community, speaking extensively across the country doing staff and management training, as well as various conferences and conventions, earning the highest rating for his ability to connect with and inspire CU audiences. Rick has written STAR modules for CUNA and is the author of a new book entitled Unleash Your Greatness, Become A Person Of Impact.
Jason Young, Mindblown Labs Jason Young is a serial entrepreneur with a passion for personal finance and education. Jason is the co-founder of Mindblown Labs, a social enterprise that uses gaming to teach young people about personal finance and other 21st century skills. He is also a founding mentor of the Hidden Genius Project, a non-profit that teaches software development, design and entrepreneurial thinking to at-risk black male youth. Prior to founding these organizations, he was part of the founding team of Wikinvest.com where he helped to launch the company's first product. Previously, he also worked at Merrill Lynch as a senior specialist. Jason graduated with a Bachelor's Degree in Economics from Harvard University.
Tracy Moore, Mindblown Labs Before joining the Mindblown Labs team, Tracy Moore served as the Founding Executive Director of Leadership Scholars, a Cincinnati-based non-profit that provides college access and training in 21st century skills to hundreds of inner- city youth. He led the organization for nearly 5 years, during which it received a major grant through the Social Innovation Fund and had a 95% year-to-year retention rate. He also started up an art business, private tutoring company, and technology company. Tracy graduated from Harvard College with an A.B. in The Classics.
Kevin W. Paasch, Mass Mutual Kevin Paasch has been working with and consulting with Credit Unions for over 20 years. During his time with Credit Unions, he has consulted with them in areas of increasing non-interest income, decreasing employee benefit expenses and increasing investment income. During his work history, he worked with CUNA Mutual from 1992 to 2001 as a financial advisor, District Manager and Division Manager in the Members Financial Services area. He managed over 25 reps in 20 different credit unions, before taking on the task of implementing the Members Financial Services Program at Navy Federal Financial.
Peggy Hinshaw, NETBankAudit As Executive Vice President – Management Services, Peggy heads NETBankAudit’s regulatory consulting services. She is the former Director of Information Technology and Information Security Officer for Cardinal Bank VA, a $1.9 billion Community Bank. Prior to Cardinal Bank, Peggy was Audit Officer responsible for planning and conducting IT, operations, and financial audits while supervising seven auditors for First Virginia Banks Inc. a $10 billion holding company and one of the 50 largest banking companies in the country. Later Peggy became the Applications Manager at First Virginia Banks, Inc., and coordinated the technical and analyst resources for the entire IT Division. Peggy began her professional career as a Bank Examiner with the Federal Deposit Insurance Corporation (FDIC) auditing banks in Indiana, Maryland, and the District of Columbia.
Michael Kohl, The Kohl Advisory Group Kohl provides Assessment Services, Consultative Assistance and Workshops to credit unions in product cost and profitability management. The firm promotes improvement in bottom line performance through balanced "product financial contribution" and the use of advanced analytical methodologies such as Activity-Based Costing (ABC). Previously, as President/COO of Myers-Kohl Corporation (now C. Myers), Mr. Kohl conducted over 200 ALM seminars and interest rate risk evaluations. Throughout the 1980’s, as one of the original founders of Sendero Corporation and its Executive Vice President, he was responsible for overseeing the design of Sendero’s extensive line of ALM and profit planning models. A frequent speaker for trade organizations, Mr. Kohl has been published in various industry periodicals and has authored a booklet on Activity-Based Costing, entitled Improving Financial Performance with Activity-Based Costing and Product Profitability Management.
Steve Stasiukonis, Secure Network Technologies Steve serves as President of Secure Network Technologies, focusing on Penetration Testing, Information Security Risk Assessments, Incident Response and Digital Investigations. Steve Stasiukonis has worked in the field of Information Security for over fifteen years, specializing in the use of technology to identify information security vulnerabilities, assessing risk and the collection and interpretation of digital network intelligence. As a part of that experience, Steve is an expert in Social Engineering. He is listed in Wikipedia as one of the most notable Social Engineers and has written and demonstrated actual social engineering efforts involving pretexting, phishing and physically compromising banks, data centers and other highly secure operations and facilities. Steve carries numerous security certifications by various organizations and also serves as a columnist for Information Week and DarkReading.com.
Elizabeth Ellis, Consumer Financial Protection Bureau (CFPB) We are fortunate to have on our docket of impressive speakers, Elizabeth Ellis, Deputy Assistant Director for the Office of Financial Institutions and Business Liaison. She has most recently served as the Senior Advisor to the Chief of Staff at the CFPB. Prior to joining the CFPB, she was a Financial Analyst at the Congressional Oversight Panel, where she evaluated the Troubled Asset Relief Program (TARP) and reviewed the state of financial markets and the regulatory system. Previously, Ms. Ellis was a Senior Associate at PricewaterhouseCoopers LLP, where she worked in the banking and capital markets audit practice. Ms. Ellis received her B.S. in Finance and M.S. in Accountancy from Wake Forest University. She is a CPA, licensed in North Carolina.
Michael Tucker, President / CEO, West Virginia Central Credit Union Mike is here to share his successful staff incentives which have propelled loan growth despite the lack-luster economy. President / CEO of West Virginia Central Credit Union, a $120 million multi-SEG state chartered institution, Mike has worked with the credit union industry for almost 30 years. During his tenure, Mike has spent time supporting the movement as a vice-president of the WV Credit Union League, managed a federally chartered credit union, and then spending the last 19 years at his current credit union. In addition to being very active in the state and national credit union movement, Mike volunteers with Habitat for Humanity, the American Red Cross, Chamber of Commerce and other local non-profits. Be sure to meet Mike during the conference and tune into one of his two break-out sessions!
Paul Kurth, Central City Credit Union Paul Kurth, Marketing Manager has been instrumental in developing the CU's financial literacy programs, all of which support the board's long-term mission. "Over the years we have seen the need for financial literacy in our communities and felt it is our duty as a financial institution to fill that need." As the 2012 recipient of ECUC's Lifetime Achiever Award, Central City CU has been invited to showcase their successes. Prepare to be the student as Paul walks you through classroom presentations in his engaging breakout session, giving you tools and resources to take back to your CU and use in your own schools!
Our story begins in the area where the French founded New Orleans almost 300 years ago: the historic and charming French Quarter. Originally an Indian trading post located on the banks of the Mississippi, the French sought to establish a port on high grounds near this trading post. Thus was the foundation of this quaint and lovely European city. At Jackson Square in the heart of French Quarter, site of St. Louis Cathedral, you will see famous landmarks and learn the fascinating history behind our unique city. Next the tour will proceed to City Park, Bayou St. John, and historic St. Louis No. 3 Cemetery. As the tour continues through City Park toward Lake Pontchartrain, the guide will discuss remnants of damage caused by Hurricane Katrina in 2005. Heading Uptown, you will travel along picturesque St. Charles Avenue, through the lavish Garden District. Then at Blaine Kern’s famous Mardi Gras World, you will learn an insider’s story of the history and traditions behind our Mardi Gras celebration. You will also see firsthand a team of artists working on the construction of an actual float – one that won’t be made public until the next Mardi Gras parade rolls. Following the tour will be lunch at Crescent City Brewhouse in the French Quarter! Monday Feb.17th 9:00 am - 2:00 pm
Price : $99.00 Click to Make Reservation
(Note: Tour reservation is made directly with our tour host company, completely separate from theconference registration)
Saturday, February 15th
Sunday, February 16th
Monday, February 17th
Tuesday, February 18th