Volunteers’ Conference

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Volunteers’ Conference

Date: Jun 14, 2012 • 05:00 AM - Jun 16, 2012 09:45 AM

Location: Davenport Hotel, Spokane, WA

Price: see registration options

In today’s rapidly changing financial services climate, credit unions are finding they must be able to rely upon the leadership skills of their elected officials. The NWCUA’s 2012 Volunteers’ Conference prepares credit union volunteers to work efficiently, make informed decisions and improve credit union performance by understanding key issues that are impacting the industry. This regionally unique event offers national-quality learning for both new and experienced volunteers, with the valued convenience of a regional location.

June 14, 2012 – Thursday

12:00 p.m. - 6:30 p.m.

Conference Registration Open

1:00 p.m. - 3:30 p.m.

Pre-Conference Session: Financial Essentials for Non-Financial People
Jim This, President, The Paragon Consulting Group

Begin the conference by fine-tuning skills and working toward earning national volunteer certification through this session, which corresponds with the Volunteer Achievement Program (VAP) Course V02: Financial Reports for Volunteers.

This pre-conference session will equip board members with the fundamentals of credit union operations as they relate to finance. Attendees will learn about the two basic financial statements, including what they contain and what they demonstrate. Key ratios will be examined to help volunteers assess the financial viability and health of their credit unions. At the end of this session, attendees will:

  • Understand basic financial statements – balance sheet and profit and loss
  • Review key ratios – how they are computed and what they mean
  • Discuss spread analysis – how the key ratios interact
  • Review the relationship between ROA and net worth
  • Understand the implications of board decisions

3:45 p.m. - 5:45 p.m.

Rapid Roundtables Education Session

As part of the leadership responsible for the credit union’s strategic vision, learning about today’s cutting edge products and services trends—as well as how they help the credit union operate and gain a competitive advantage—is important. This energetic session uses an innovative approach to provide a fun and interesting way to learn.

5:45 p.m. - 6:45 p.m.

Networking Reception and “Mini-Expo”

June 15, 2012 – Friday

7:30 a.m. - 9:00 a.m.

Conference Registration Open

7:30 a.m. - 8:00 a.m.


8:00 a.m. - 9:00 a.m.

Overview of the Region
John Annaloro, CEO, NWCUA

In this session, John will present an informative overview of the current state of the region and the implications for the credit unions of the Northwest.

9:00 a.m. - 10:00 a.m.

Insight from the NCUA Chairman’s Office
Buddy Gill, Senior Strategic Communications and External Relations Advisor to the NCUA Chairman, NCUA

Gain insight from the NCUA chairman's office and discover how to best receive and respond to an examination report. Attendees will understand the importance of and how to effectively respond to NCUA rule proposals.

10:15 a.m. - 11:15 a.m.

How Good Is Your Strategic Plan?
Cindy Barrick, Principal of Barrick Consulting, LLC

A strategic plan should be constantly evolving, guiding credit union decisions and actions toward success. In this session, Cindy will discuss the critical components that comprise a valuable strategic plan, which includes the mission, vision and value statements, key stakeholders, strategy positioning statements and maps, and measuring tools to gauge tactical execution.

11:15 a.m. - 12:15 p.m.

Understanding the Implications of Supplemental Capital
Parker Cann, Senior Vice President and General Counsel, BECU and Troy Stang, President, NWCUA

Current federal statute restricts credit unions’ ability to build capital only from the retained earnings of the members, thus limiting their ability to properly serve their members in the new economy.  Across the region and nation, many healthy credit unions are being forced to turn away deposits and to restrict lending to satisfy overly rigid regulatory capital requirements. Access to supplemental capital will eliminate this dilemma and help credit unions of all asset sizes. In fact, supplemental capital enhances credit unions’ ability to serve their members and help consumers and small businesses access affordable credit, which in turn will help to grow jobs and stimulate economic recovery. BECU SVP and General Counsel Parker Cann and NWCUA President Troy Stang will address key concepts and current initiatives related to supplemental capital.

12:15 p.m.- 1:15 p.m.


1:15 p.m. - 2:15 p.m.

Strategies for Increasing Net Income
Bob Schumacher, Senior Consultant, The Paragon Consulting Group

In this ever-challenging economic downturn, credit unions need to rely on income derived from sources other than the traditional loan sources that have been relied upon for decades. Learn to uncover additional non-interest income opportunities, adding to the credit union’s bottom line in creative and unique ways. Hear how others have discovered new ways to generate dollars that will help build the credit union’s ROAA and add to the capital base. In this session, attendees will:

  • Learn where non-interest income can come from
  • Discover what room there is to adjust the credit union’s fee schedule
  • Learn how to look under some yet-unturned rocks for more money
  • Understand that there are no “sacred cows” when it comes to finding additional income

2:30 p.m. - 4:45 p.m.

Learning Map® Interactive Learning and Networking Session

Utilizing the most cutting edge research in adult learning, Root Learning in collaboration with CUNA Mutual Group developed this “Not for Profit, But for Service Learning Map®.” This highly interactive session will engage attendees in the examination of the transformation in the financial services marketplace due to regulations, competition, members’ needs and expectations, the impact of technology, and an increasing array of products and services. This session will create a “burning platform” for volunteers to network and understand the “why” in changes, as well as their role in creating sustainable, productive results for the credit union, its employees, and its members.

5:30 p.m. - 6:00 p.m.

Hosted Reception

6:00 p.m.

Volunteer Appreciation Dinner

June 16, 2012 – Saturday

8:00 a.m. - 8:30 a.m.


8:30 a.m. - 10:00 a.m.

CEO Oversight – What’s the Right Formula?
Yvonne Evers, Leadership and Board Development Consultant/Coach, YME Coaching & Consulting, LLC

Hiring a CEO for the credit union and monitoring his or her performance are two of the most important duties of a board member. Having the right CEO in place can mean the difference between success and failure. In this session, attendees will:

  • Learn the importance of setting clear expectations and providing timely feedback to the CEO
  • Discover the unique balance of oversight and involvement for the board
  • Be trained on new methods on how the board can hold itself accountable to appropriate CEO oversight
  • Discuss and analyze how CEO oversight may be different depending upon the size of the credit union and upon other circumstances present at the credit union

10:15 a.m. - 11:45 a.m.

Board Member Succession – Does Your Credit Union Have a Plan?
Yvonne Evers, Leadership and Board Development Consultant/Coach, YME Coaching & Consulting, LLC

Your board of directors is an essential component in the equation for success at your credit union. The board plans the strategic direction of the credit union and the succession of the CEO, but does your board plan for the succession of board members? This session will:

  • Answer questions regarding the importance of having a succession plan for board members and outline how to do it while maintaining the integrity of the election process
  • Discuss the three phases of board member contribution
  • Reveal several unique options for board member succession successfully used by some credit union peers
  • Provide attendees with a credit union self-assessment tool to take back to the credit union

11:45 a.m. - 1:00 p.m.


1:00 p.m. - 2:00 p.m.

Afternoon Breakouts Sessions

Option 1:

Understanding Enterprise Risk Management
Sue Girsch, The Paragon Consulting Group

Enterprise risk management, or ERM, as it is called, uses an integrated approach to understand and manage all the risks an organization faces. Its primary purpose is to improve the quality of decision-making throughout an organization. The uncoordinated—and sometimes conflicting—approaches to managing organizational risk can lead executives to ignore some risks while spending too much time managing others, increasing the likelihood that the organization is surprised by events that, in retrospect, were predictable. In this session, attendees will learn about enterprise risk management from the board perspective and will explore the importance of developing a comprehensive ERM program and how to get started.

Option 2:

Board Succession Planning – Where are the Potential Board Members?
Yvonne Evers, Leadership and Board Development Consultant/Coach, YME Coaching & Consulting, LLC

In this participatory breakout session, attendees will build on the morning session by taking a more in-depth look at board member succession planning.
Attendees will:

  • Discuss the advantages and disadvantages of term limits and age limits for board members
  • Engage in discussions on where and how credit unions find potential board members
  • Discover the role of the CEO in board member recruitment

2:15 p.m. - 3:15 p.m.

Afternoon Breakouts Sessions

Option 1:

The Care and Feeding of New Volunteers
Cindy Barrick, Principal of Barrick Consulting, LLC

A critical component that sets a credit union apart from other financial entities is its volunteer board of directors. But for new volunteers, entering into the world of credit unions with its acronyms, regulations and mercurial political environment can be overwhelming. And these are in addition to the general challenges associated with today’s economic environment, in which the complexities and expectations placed on volunteers are unprecedented.
How can you help your new volunteers become valuable and fully-functional board members? Cindy will discuss a variety of ideas to acclimate new volunteers to the credit union industry, enabling them to better understand the world that they have entered and help them “hit the ground running.”

Option 2:

Dealing Effectively with Auditors and Examiners
Jim This, President, The Paragon Consulting Group
Bob Schumacher, Senior Consultant, The Paragon Consulting Group

Gain a greater understanding of how to work more effectively with auditors and examiners. In t his session, participants will identify unique roles of both entities and learn how to select, work with, and use the findings of external auditors. This industry expert will discuss and help attendees understand risk-based examinations, respond to findings, and stay out of trouble. By the end of the session, attendees will leave with best practices for incorporating the internal auditor into the audit processes of the credit union.

3:30 p.m. - 4:30 p.m.

Accept Nothing Less Than Trust and Respect
Yvonne Evers, Leadership and Board Development Consultant/Coach, YME Coaching & Consulting, LLC

Establishing trust and respect between board members and between the board and the CEO is absolutely critical to the success of the credit union. Only when trust and respect is established will all members contribute openly to help the group find consensus and work together in harmony. In this session attendees will:

  • Gain an increased understanding of what trust and respect really look like in the boardroom
  • Reveal the one thing that is critical to the success of a credit union
  • Teach issues to avoid in the boardroom
  • Reveal the actions that demonstrate that a board is embodying trust and respect

4:30 p.m. - 4:45 p.m.

Closing Evaluation, Prize Drawing and Program Concludes

About the Presenters

John Annaloro, CEO, Northwest Credit Union Association
John Annaloro serves as the CEO of the Northwest Credit Union Association. The Association’s activities include professional education, providing industry information and driving consumer awareness of the important role credit unions play in the state and national economy. John has been a credit union professional since the mid-1980s and is among the generation of credit union leaders with an activist’s approach to progressive change in the credit union system. In 2002, John was given the Western CUNA Management School's James D. Likens Alumni Recognition Award for his significant achievements in the credit union field.

Cindy Barrick, Principal, Barrick Consulting, LLC
Cindy Barrick has more than 30 years of experience working with financial institutions, primarily focusing within the credit union industry. Her tenure includes positions at five credit unions, including 25 years in leadership roles and eight years as a president and CEO. Having worked in credit unions from $10 million up to $865 million in assets, Cindy’s depth of experience provides her with a unique perspective in understanding the many challenges industry leaders face in today’s climate. During the last four years, while confronting the worst economic hardships since the 1930s, her strategic initiatives have played a significant role in achieving superior results, including membership growth averaging 8.5 percent, deposit growth at 19 percent, average loan growth of 12.4 percent, and participation in award-winning community involvement activities. Cindy holds a MBA from Marylhurst University and a bachelor’s of science degree in business. She sat on the board for the Credit Union Association of Oregon, was a board chair for a non-profit organization, and has been an instructor in the business department at Portland Community College.

Parker Cann, Senior Vice President and General Counsel, BECU
Parker Cann joined BECU in May 2009 as senior vice president and general counsel. He has more than 30 years of experience in the financial institutions industry and has served in positions as varied as CEO, state regulator, federal regulator and counsel. Throughout his career, he has been extensively involved in legal and regulatory matters. Before joining BECU, Parker served as the president and CEO of Columbia Credit Union (Vancouver, Wa.). Over a seven-year span, Parker served as the chief credit union regulator for Washington, during which time he also served on the board of the National Association of State Credit Union Supervisors (NASCUS). He is the immediate past Chairman of the NASCUS Advisory Council and is a member of various NASCUS committees. He currently serves on the Defense Fund Oversight, Regulatory Advisory and Washington Governmental Affairs Committees of the Northwest Credit Union Association. Parker earned a law degree from the College of William and Mary (Williamsburg, Va.), and a BA degree, graduating magna cum laude from Washington College (Chestertown, Md.). Parker is a member of the Washington State Bar Association.

Yvonne Evers, CEO, YME Coaching & Consulting, LLC
Yvonne Evers is a successful entrepreneur, coach and consultant who brings passion, caring, and a true desire to make a difference to her work. After completing 20 years in the human resource consulting business, including leading three start-up organizations, Yvonne has followed her passion and has become a credentialed coach through the International Coach Federation. She assists organizations in maintaining their competitive advantage by coaching CEOs, executive team members, and boards to exceed their goals. Yvonne has been on the board of directors of the University of Wisconsin Credit Union (UWCU), which has $1.4 billion in assets, for 13 years. During her tenure on the board, she has held numerous leadership positions. She is the author of the book PEAK Credit Union Board Performance – 5 Key Strategies to Reach the Top.

James “Buddy” Gill, Senior Strategic Communications and External Relations Advisor to NCUA Chairman, National Credit Union Administration
Buddy Gill is the senior strategic communications and external relations advisor to Chairman Debbie Matz at the National Credit Union Administration (NCUA). In this role, Buddy maintains working relationships with stakeholders in the credit union industry and advises the chair and NCUA board members on strategic messaging and communications strategies. For seven years prior to joining the NCUA in 2011, Buddy was the chief advocacy officer for the Texas Credit Union League, where he was responsible for strategy and coordination of all the Texas League’s legislative, regulatory and political initiatives. Buddy has a Certified Association Executive credential (CAE) from the American Society of Association Executives that only 5 percent of trade association professionals achieve. He may be best known among credit union leaders as a key architect and strategist behind the Credit Union Campaign for Consumer Choice (H.R. 1151), a grassroots-driven victory in Congress in 1998.

Susan Girsch, Vice President, COO, The Paragon Group
Susan Girsch joined The Paragon Group in July 2001. As vice president and chief operations officer, she manages the CU Vendor and Enterprise Risk Management programs. These programs provide compliance solutions for more than 100 credit unions around the country. In addition to her work in the compliance arena, Susan has been instrumental in developing Paragon’s successful overdraft protection consulting services, preparing continuity plans for clients and training staff and managers on desktop software. Prior to working at The Paragon Consulting Group, Susan worked as an instructor for South Puget Sound Community College. Susan is a graduate of the University of Northern Iowa. She is also an active credit union volunteer and currently serves on the Supervisory Committee of EvergreenDIRECT Credit Union. Susan is also part of the leadership group re-vitalizing the Evergreen Chapter of Credit Unions.

Bob Schumacher, Senior Consultant, The Paragon Group
Bob Schumacher’s credit union career spans nearly 34 years, most of which has been in credit union trade associations. He began his credit union career at the Credit Union National Association in Madison, Wis., in 1977. In 2001, Bob was named the third CEO of the Snohomish County PUD Credit Union (now named MountainCrest Credit Union), where he retired in 2011. He is one of seven recipients of the CUNA Marketing Council’s Hall of Fame Award, which recognizes his lifetime credit union marketing achievement. Among other accomplishments, Bob has worked with the World Council of Credit Unions on their CUES Philippines Project, twice providing training, education and credit union development facilitation on Mindanao in the Philippines. He is one of the first Development Educators to receive the designation as an International Credit Union Development Educator, which he received from the NCUF and WOCCU in 2009. Bob helped create and chaired the first-ever International Development Committee at the credit union league level in 2001. Bob currently serves as the senior consultant of The Paragon Group.

Troy Stang, President, Northwest Credit Union Association
Troy Stang serves as the first President of the Northwest Credit Union Association. Prior to the merger of the Washington and Oregon credit union trade associations, Troy served as President and CEO of the Credit Union Association of Oregon. As President, he leads the integration and enhancement of the NWCUA’s operations and services throughout the Northwest. Troy brings a strong and diverse background to the role, including having served under the U.S. Treasury Cabinet Secretary as a senior advisor for public and legislative affairs. He previously served as vice president of the Texas Credit Union League in Dallas and has over a decade of credit union leadership experience, including oversight of strategic growth and development for one of the nation’s largest credit unions.

James This, PhD, SPHR; President, The Paragon Group
James This is a nationally recognized consultant, facilitator and trainer in the areas of strategic planning, leadership development, interpersonal communication and marketing. He is one of the founding partners of The Paragon Group. Jim led The Paragon Group from four employees to 20 highly skilled consultants. Jim’s career has found him in three arenas: financial services, teaching and management consulting. During his long association with Washington State Employees Credit Union, he held key positions as marketing manager and executive vice president. He has taught at the University of Southern California, the University of Texas, Permian Basin, St. Martin’s College, South Puget Sound Community College and The Evergreen State College. Jim has helped companies through his consulting firms for more than twenty years. Jim earned his BA from Wake Forest University and his Ph.D. from the University of Southern California. He holds the title of Senior Professional in Human Resources from the Society for Human Resource Management.

Location and Accommodations

The Davenport Hotel & Tower
10 South Post Street
Spokane, WA 99201

The Davenport Hotel has been world famous since it opened in September of 1914. It has been home to royalty, kings of industry, captains of commerce, stars of the stage and screen and just about every American president of the 20th century. A selection of archive photos and artifacts in display cases make for an enjoyable stroll along the hotel's mezzanine. The Davenport Hotel stands today as a perfect blend of old and new; respecting the best of what was and embracing the best of what is. All guest rooms at The Davenport Hotel and Tower offer the following amenities:

  • The "Davenport Bed" wrapped with custom-made down covers and fine linens
  • Large marble walk-in showers
  • Lady Primrose luxurious bath products
  • Complimentary high-speed wired and wireless Internet access
  • Three telephones with voicemail and private direct-line capability
  • Complimentary local telephone calls
  • 32-inch LCD High Definition televisions with LodgeNet movies and music
  • In-room safe, iron and ironing board, make-up mirror, and hair dryer
  • Hand-carved mahogany furniture (main hotel) and custom-made furniture (tower)
  • Working desk

Special room rates have been negotiated for NWCUA program participants. Contact the hotel directly at 800.899.1482 and ask for the Northwest Credit Union Association room rate of $139 plus tax for the Tower Deluxe Rooms, or $159 plus tax for the Davenport Hotel Deluxe Rooms.

Travel Discounts

Find out about NWCUA airfare and car rental discounts at www.nwcua.org/travel-discounts.

Additional Details

Dates: June 14 – 16, 2012

Registration: $429 if registration is paid by early registration deadline (Friday, May 11, 2012)
$489 if paid after early registration deadline
Guest/Spouse   $189 if paid by early registration deadline
$209 if paid after
Dinner Guests Only $69 if paid by early registration deadline
$89 if paid after
Pre-Conference (VAP Course V02: Financial Reports for Volunteers) Training $75 if paid by early registration deadline
$95 if paid after

Special group rates are available and can be used for groups of five or more participants from the same or more than one credit union (this offer does not apply to guest registrations). Interested? Contact Yuri Jung at 206.340.4817 or by email at yjung@nwcua.org. 

Cancellation & Refund Policy

Registration fees are non-refundable after the early registration date. Substitutions will only be accepted by notifying NWCUA no later than the early registration deadline.

For More Information:

Contact Training & Development Department at 800.995.9064 ext. 109 or e-mail your questions directly to training@nwcua.org.

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