Registration for this event costs $495. Please contact the CrossState Education & Events department at education@crossstate.org for the registration link and details.
Wednesday, March 23, 2022
1:00 p.m. | Welcome & Introductions — Patrick Conway, President/CEO
1:15 – 2:30 p.m. | Economic Update — Mike Schenk Deputy Chief Advocacy Officer for Policy Analysis and Chief Economist, CUNA
2:45 – 3:45 p.m. | Cultivating Cultural Competency Among Leaders — Renee Sattiewhite, President/CEO, African American Credit Union Coalition
3:45 – 4:45 p.m. | Emerging Payments
6:00 p.m. | Cocktails and Dinner, sponsored by CUNA Mutual Group
Thursday, March 24, 2022
8:00 – 9:00 a.m. |Breakfast
9:00 – 10:00 a.m. | New Ways to Manage Growth, Efficiency, and Service — Eric Weikart, Cornerstone Performance Vault
10:15 – 11:15 noon | Building Successful Fintech Partnerships — Sam Das, CUNA Mutual Group
11:30 – 12:30 p.m. | Networking Lunch
12:30 – 1:30 p.m. |Credit Unions and the Infinite Game — Kevin Smith
1:30 p.m. | Closing and Safe Travel
Kevin Smith is a Consultant and Publisher with TEAM Resources. He brings extensive experience in training, designing and implementing professional development resources to nourish the growth of leaders within the credit union industry. Kevin facilitates strategic planning processes, teaches Strategic Governance to Boards of Directors, and oversees the TEAM Resources board self-evaluation programs with credit unions nationwide.
Simon Sinek’s latest book, The Infinite Game is tailor-made for the credit union industry. Too many people, particularly in corporations. are playing finite games and playing to “win.” They’re doing this in a way that makes leaders do things that jeopardize the bigger picture health of their organizations. Sinek asks us to consider, is the flipping of this mindset, and to think about playing an “Infinite Game,” where there is nothing to “win.”
In this session we’ll explore how this applies to all credit union people: from volunteers to MSRs. Presenter Kevin Smith will explore how this flipped mindset works in lockstep with credit union principles and philosophy that is in our DNA and will help credit unions thrive for all of the tomorrows.
Renée Sattiewhite is the President and CEO of the African-American Credit Union Coalition (AACUC) and is responsible for the execution of the strategic vision of the Board of Directors. … She has been associated with credit unions for over 25 years and was the first Internship Program Director for the AACUC.
In her session, “Cultivating Cultural Competency Among Leader,” we’ll take a look at the boardrooms and C-suites across the country and see that it’s clear — a diversity challenge exists. Despite decades of incremental progress, minorities are under-represented in the C-suite. Just a fraction of the top positions at the $1 billion+ CUs are held by women, African Americans, and Latinos; these groups continue to be disproportionately affected. Find out how top-performing Credit Unions are making the commitment for DEI to give their organizations a competitive advantage. Plus, discover the skills needed to create cultural competency among your leaders.
Mike Schenk has 35 years of experience in the financial services industry. In 1992 he joined the Credit Union National Association (CUNA)—the largest and most influential national trade association advocating for America’s credit unions. There are nearly 5,500 credit unions nationwide, with 130 million memberships and nearly $1.5 trillion in assets
Mike currently is Deputy Chief Advocacy Officer for Policy Analysis and Chief Economist for CUNA and conducts economic research and supports CUNA’s public relations and advocacy efforts. His analyses regularly appear in trade publications such as Credit Union Magazine. He also is a frequent contributor to the financial media.
Sam Das is the Managing Director at CMFG Ventures. He joins us for his session, “Building Successful Fintech Partnerships.”
Strategic fintech partnerships can open the door for credit union possibilities like increased loan volume, accelerated time to market, enhanced member experience, improved productivity, and more. However, finding the right partner for your credit union is key. Join this session to gain tips for building and maintaining successful fintech partnerships.
As leader of the Cornerstone Advisors’ Strategy and Execution Solution, Eric Weikart helps banks and credit unions maximize their performance, operating efficiency, and technology utilization and delivery, lending, and operations. Over the years, Eric has helped countless credit unions realize their true potential in non-interest expense, revenue generation, and client experience.
Weikart also manages Cornerstone’s Performance Vault, a cloud-based platform that integrates more than 20 years of benchmarking experience with a scorecard engine designed to drive accountability and improve performance. Eric is an expert in fintech solutions, including core, internet banking, document imaging, loan origination, ATM/debit networks, and payment processing platforms.
Thank you to our sponsors for supporting CrossState Executive Symposium. Catch them in person at the conference or visit their respective websites below to find out more.
CUNA Mutual Group
OneDigital
PSCU
First Heritage Mortgage Services
