Association Learning Labs will teach attendees variety of educational topics


The New York Credit Union Association’s learning labs provide attendees with an in-depth setting to learn about a variety of educational topics.

The learning labs will kick off on the second day of EXCEL 19, the Annual Meeting & Convention. The first session will begin at 2:15 p.m. and will include the following topics:

  • Driving Membership with Digital Marketing, Peter Platt, president of Accountable Digital, LLC: This session will look at consumer trends related to banking, and several case studies of digital marketing campaigns that not only drove awareness, but actually drove member acquisition and loan volume;
  • Prepare for the Unthinkable: Employee Safety & Active Shooter Incidents, Bob Bouvier, risk management consultant in Business Protection Risk Management, CUNA Mutual Group: This session will share important components related to credit union and staff preparation, planning and training. In addition, discussion regarding internal controls, technologies and action steps to consider will be introduced; and
  • Cybersecurity: Don’t Be Scared; Be Prepared! Dean Choudhri, assistant VP, Cybersecurity and Information Assurance, Alloya Corporate FCU: During this session, participants will cover some key findings from recent cybersecurity investigations including the most common methods fraudsters are using to gain access to our systems and data, and what you can do to decrease the likelihood of a successful cyberattack against your credit union and members.

The second session on Friday will begin at 3:30 p.m. and the topics will include:

  •  Turn Repos Into Sales, Sharon LoGuidice, commercial account sales specialist, ADESA: In this session, participants will experience the journey a repossessed car takes. From repossession to reconditioning and across the auction block, you’ll see all that goes into the sale and getting the most money for your assets;
  • The 4 Common Investment Practice Mistakes which can keep you and your Members from the Benefits of an Outperforming Investment Portfolio – And Actions You Can Take Now, Tobias E. Timm, director, Investments, Oppenheimer Credit Union Investment Strategy Group: During this session, attendees will learn about the four common investment practice mistakes that can keep you and your members from the benefits of an outperforming investment portfolio. This session will also explore actions you can take now to fix these mistakes; and
  • How to Get Started with CECL, Scott Blakeslee, product director, Visible Equity, LLC: During this session, key concepts of CECL will be introduced and provide attendees with an overview of how to prepare for and plan a successful CECL implementation. This session will also cover the latest regulatory updates and news about CECL and various topics on CECL implementation, including how to ready your data, how to properly segment your portfolio, how to assess CECL methodologies, and how to assess CECL’s impact.

The learning labs will continue on Saturday at 12:30 p.m. with three more topics including:

  • Do you want to buy a bank? Jeffrey M. Cardone, Esq., Luse Gorman, PC: This session will focus on how the acquisition of banks by credit unions has become more common. This session discusses the factors that drive these transactions, how a bank acquisition is structured, including the regulatory approval process and considerations when assessing whether an acquisition of a bank should be a part of a credit union’s strategic plan;
  • Your Role In Credit Union Advocacy, Adam Engelman, director of Federal Grassroots and Programs, CUNA & Affiliates: This session will review the programs and resources CUNA and the New York Credit Union Association have to help you develop relationships with your state and federal lawmakers. Engelmann will discuss a variety of techniques and programs that currently exist to help you enhance your role in credit union advocacy and attendees will get to practice telling their credit union story; and
  • The Buzz Around Technology and Payments: Is Your Credit Union Where You Want It To Be? If Not, What Is Holding You Back? Sean Carter, president/CEO, NEACH Payments Group: This session will explore current possibilities and discuss how to incorporate both new and “old” into a payments technology strategy. Attendees will also get to hear results of a national survey around payments strategy and faster payments to see how they compare.

To learn more, visit the EXCEL 19 website.




Leave a Reply