Join us in Seattle for our 18th. Annual Meeting
NCOFCU 2018 Annual Meeting & Conference
September 19-22, 2018 Seattle, WA
The key aspects of this meeting will focus on the collaborative discussions among the attendees from the credit union community. Participants will have the opportunity to sit in on breakout sessions covering a variety of subjects of key interest to credit unions.You'll walk away with:
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Book your group rate for NCOFCU Annual Conference
Renaissance Seattle Hotel
515 Madison Street, Seattle, WA, 98104, U
Hotel contact for group reservations or questions is
CONNIE MUELLER, CMP EVENT MANAGER
Discounted hotel room rates are available through 8/1/2018 or until sold out.Tax exemption: Your credit union tax exemption will be honored at these hotels if paid with the credit union's check or credit card as well as providing the tax exemption letter. Download the NCUA tax exemption form.
NCOFCU Has Gone MOBILE
Stay up to date with our new Conference Program App
We have tried to provide you with what you will need, from arrival information, schedules (on a daily basis), maps, exhibitors & speakers bios, NCOFCU news updates and a few extra neat items like the ability to take notes, text other attendees and post photos directly to the app. Post to your favorite social media networks and more. Enjoy and have fun with it.
A Line-up of Amazing Speakers (Still under construction)
We are arranging an amazing line up of speakers. National speakers will cover all of the national governmental and economic issues to date. Attending CEO's and guest speakers will discuss what has worked for them and new issues addressing credit unions!
1St Place Team $200 / 2nd Place Team $100
We will depart the hotel at 10:00 a.m. Our last stop will be "Pikes Market" If you would like to depart the tour for lunch at the market your return trip to the hotel is on your own. Those not eating lunch at the market will be returned to the hotel 1:00 p.m.
NCOFCU Monthly Board Meeting 4:30 p.m - 5:30 p.m
Welcome Reception 6:00 p.m. - 7:30 p.m.
Come meet and greet old friends and make new ones. Open bar with hors d'oeuvres. Start your first evening in Seattle right! Included in attendee, guest and exhibitor registration.
10:00 a.m. - 4:00 p.m. $90
(lunch on your own)
Chihuly Garden & Glass Museum
Attendee Meet & Greet
Our first session will be the traditional meet and greet the attending credit unions. Each credit union will present a brief description of their credit union any major activities, what has worked for them and what hasn't. A great opportunity to begin collaboration and have continued discussions throughout the conference so that you have some takeaways that you may be able to implement at your credit union.
Break with Exhibitors
Since 1996, Tim has been President of T.E.A.M. Resources, a firm providing consulting, strategic planning, and training to credit unions from coast-to coast. TEAM Resources’ clients range from a few million in assets to the billions in assets.
Mollie Bell is chief engagement officer for the Credit Union National
Association (CUNA). She works closely with CUNA's leadership team and
marketplace leaders to implement lasting, positive change within CUNA as
defined by CUNA's vision and strategic plan. Bell's work includes
developing collaborative, cross-functional teams to assess current
capability gaps to ensure CUNA's strategic initiatives are implemented
and success measures are realized.
Networking Lunch Exhibitors Open
Directors BreakoutTim Harrington will discuss the latest trends and requirements for directors.
Break With Exhibitors
Randy C. Thompson Ph.D
Credit Risk Management
Managing and maintaining a portfolio of performing loans is a basic challenge for all credit unions. Marketing and underwriting loans is a major function in all credit unions. However, getting loans on the books is only 50% of the job. The other 50% is managing loans over their life in the portfolio. Credit Migration is a powerful tool that credit union leaders are using for this purpose.
This presentation will provide a clear understanding of what credit migration is, how it works and how it is applied by credit unions to minimize losses, enhance yields, and prepare for CECL implementation.
Randy C. Thompson, Ph.D. is the CEO and founder of TCT Risk Solutions LLC a CUSO. He has consulted with Credit Unions, for the past 32 years. He holds advanced degrees (Ph.D. and MS) in Finance, Statistics, Economics and Public Health and taught graduate courses in finance and statistics at several Universities in the western United States. He has been a frequent speaker at League and Association meetings across the United States and has authored papers and articles for Credit Union trade journals and for the New Jersey Credit Union League, California/Nevada Credit Union League, CU Times and CU Business trade magazines. He is the creator of TCT Suite of products including risk based pricing, deposit pricing, Credit Migration with ALLL, and the CostPro Earnings at Risk ALM Simulation Model.
Dr. Thompson has delivered training on loan and deposit pricing, credit migration and ALLL to federal and state examiners in six western states.
He was awarded the Kim Bannon Eternal Flame Award for service to credit unions in 2013. He is the father of 12 children and grandfather to 25 grandchildren. He is a private pilot and an avid gardener.
Break With Exhibitors
Mollie Bell: Strategies for Transformation
“Sometimes we’re not sure if credit unions can keep up,” she said with a tone of hopefulness. Bell was discussing the rapid changes happening in the credit union landscape – from regulations to fintech to focusing on a proper strategy.
Bell advised that these good times are the right time to take some bold steps to drive even bigger and better change for members.
Sarah Dale Harmon: The Auto Lending Paradigm Shift
We live online. With the power of the Internet at our fingertips, we do things differently than we did 10 years ago, including how we search for and finance our next vehicle. Find out exactly how dealers and fin-tech companies are stealing your auto loans and what you need to know to fight back and win.
Sarah Dale Harmon began her career in the credit union industry as the Mississippi Credit Union Association’s “Young and Free” spokesperson, representing credit unions throughout the state of Mississippi to Gen Y. She continued championing credit unions through marketing and in 2013, she was named a “Credit Union Rock Star” by Credit Union Magazine. She was also named NAFCU’s 2014 Professional of the Year and founded the CUNA Diamond Award-winning event “CU At The Zoo.”
Sarah Dale is a Certified Credit Union Development Educator (CUDE), Certified Credit Union Financial Counselor (CCUFC) and Certified Credit Union Marketing Expert (CCUME). She has been invited to speak at marketing conferences, chapter meetings, and member education workshops across the country.
3. How to implement CECL Randy Thompson Ph.D.
Long holds a Master's degree in Economics from Texas A&M University and a Bachelor's degree in Accounting from Texas Christian University.
Prior to joining NAFCU, Long practiced his financial skills for a real estate development company in Irving, Texas.
Break with Exhibitors
In the Line of Fire - Aligning Firefighters, Firefighter Credit Unions, & Communities
On October 9th, 2017 I woke up to an alarm, smoke, and fire down the hallway of my hotel. I was lucky to collect most of my belongings and make it out safely. I wasn’t alone, I was one of many affected by the wine country fires in California. As I left the Fountain Grove Inn, the firefighters were actually going in.
The focus of his presentation will be on relevant insight so we can convince our first responders to do more with us, on how we can align even more in our community, and what makes a financial institution perfect for any consumer.
Panels of executives and volunteers will discuss what and how worked for them and why they made those decisions.
Guest and Attendee Tour
Explore the History and Future of Aviation at the Museum of Flight
Upon arrival, a docent-led tour will guide guests through several of the key exhibits, including the Great and Side Galleries, the space exhibit, and the outdoor Aviation Pavilion: a collection of large planes including the Concorde, first 747, and first jet-powered Air Force One.
Depart hotel at !2:00 return by 4:00 p.m.
The Seattle Aquarium offers a magical dinner venue. Located on Pier 59 at the edge of Puget Sound's Elliott Bay, the Aquarium offers some of the most extraordinary spaces in Seattle. Our dinner will be in the Ackerley Foundation Puget Sound Hall with the luminous Window on Washington Waters, complete with hundreds of fish, our personal interactive party decorations!
6:30 - 9:30 p.m. Included with attendee, guest & exhibitor registrations
Executives and volunteers will discuss their take-aways and what they would like to see further discussed throughout the year and at next year's conference in Clearwater Beach, FL
Bill Stainton is a multiple Emmy Award-winning TV producer, writer, and performer; an author; a business humorist; and an internationally-recognized Beatles expert. He blends the business smarts he learned from twenty years in corporate management with the show biz sparks he garnered from working with people like Jerry Seinfeld, Ellen DeGeneres, and Bill Nye the Science guy to create entertaining and enlightening presentations enjoyed by audiences around the world!
As the executive producer of Seattle’s legendary comedy TV show Almost Live!, Bill led a talented and highly creative team to unparalleled success: a #1 rating for ten straight years, and over 100 Emmy Awards (29 of which went to Bill). At the same time, he also owned his own corporate training company, authoring nine training programs in subjects ranging from Office Politics to Customer Service to Team Motivation. He’s been quoted in The Wall Street Journal and Forbes, and is a regular columnist for Seattle Business magazine.
From Maine to Malaysia, Bill is committed to helping his audiences achieve their highest potential— while maintaining a sense of fun along the way!
Conference close out, prizes and looking forward to 2019
Remember to bring your name badge with you to all events. If tickets are issued, they will be collected by staff as you enter the event or function. If you forget, and some do, please see one of the event staff for assistance.
Means Requires a Registration/Ticket
Cancellations and Substitutions
ALL CANCELLATIONS MUST BE IN WRITING.
If you’re unable to attend, you’re welcome to send a substitute. Or, if you cancel 45 days before the event in writing, you may get a full refund. After that date, there is no refund, but you may use 75% of your registration fee at any future NCOFCU Convention. Registrants who do not cancel and do not attend are liable for the full conference fee.
NCOFCU reserves the right to cancel or reschedule the event due to unforeseen circumstances, and will refund fees if the event is rescheduled or location is changed. In order to be considered for refund, you must cancel your registration due to the change.