Idea Institute


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Idea Institute


Monday, September 13th
Time Event Location
11:30 a.m. - 12:30 p.m. Golf Registration & Lunch
Golf Event Sponsored by:
Tribuzio's Grille, 1st Floor
12:30 p.m. - 5:30 p.m.

Best Ball Format Golf Event

Jeykyll Island Golf Club
Indian Mound Golf Course
4:00 p.m. - 7:00 p.m. Idea Institute Registration Courtyard
6:00 p.m. - 7:00 p.m. Reception Courtyard
7:00 p.m. Dinner on Your Own  
Tuesday, September 14th
Time Event Location
8:00 a.m. - 9:00 a.m. Idea Institute Registration St. Andrews Foyer
8:00 a.m. - 9:00 a.m.


St. Andrews Foyer
9:00 a.m. - 10:30 a.m.

Ideation and Innovation: Inside and Out

Lauren Culp, Publisher & CEO,

The financial services landscape is changing faster than the speed of light, and with it, consumer expectations and preferences. Innovation has never been more important for credit unions than it is today in 2021. Join CUInsight's CEO Lauren Culp for this interactive session as we journey through an overview of the ideation process and share stories about key innovations from both inside and outside the credit union industry. You'll walk away inspired to lead your teams to ideate and innovate for the future of your credit union and its members.

Grand Ballroom
10:00 a.m. - 10:30 a.m. Break  
10:30 a.m. - 12:00 p.m.

Forget Reality, Embrace Perception for Loan Growth

Josh Cook, President/CEO, Community Choice CU
$722 Million, Johnston, IA

Join Josh on a journey through an alternate universe full of real-world examples where members love you for refinancing their loans to higher interest rates. A universe where direct loan growth is fueled by not having an online loan application. There will be no time for reality as you journey into the tremendous power of perception. Your credit union’s most powerful economics are not micro or macro, they’re behavioral. Through stories of product repackaging, focusing on experience over service, and thinking consumer-first, Josh will challenge you to think differently. Along the way, hear about why Josh believes most people would rather visit a funeral home than a branch. Buckle up, next stop…growth town.

Grand Ballroom
12:00 p.m. - 1:00 p.m. Lunch The Reserve Steakhouse
1:00 p.m. - 2:30 p.m.

The Future of Banking: Branch Transformation, FinTech and How to Modernize for the Future

Chad Meadows
EVP/Chief Operations Officer, VyStar Credit Union
$12 Billion, Jacksonville, FL

Joel Swanson
Chief Member Experience Officer, VyStar Credit Union
$12 Billion, Jacksonville, FL

Lisa Cochran
Chief Information Officer, VyStar Credit Union
$12 Billion, Jacksonville, FL

VyStar CU executives will provide details on their recent strategic shift and journey to meet consumer and banking needs both now and plans for the future. They will review their shifting branch strategy and new digital-first design, and how this has improved the member experience and ability to grow into new markets faster. In addition, they will share how partnering with FinTech has driven increased innovation and service to members, along with a positive financial return. Finally, they will discuss how to think differently about technology, including how to modernize the way we think about technology in order to drive increased efficiency, improved employee and member experiences, and allow for faster innovation in order to remain competitive.

Grand Ballroom
2:30 p.m. - 3:00 p.m. Break  
3:00 p.m. - 4:30 p.m.

The DEI Complex - What Are You Doing as a Leader at Your Credit Union?

Renée Sattiewhite, President/CEO African American Credit Union Coalition (AACUC)

This session will share practical information regarding your credit union’s DEI journey. If you haven’t started, how to get started. If you have started, how to address challenges and identify successes? Do you know what your diversity make up is within your membership, your board of directors and your staff? Innovative ways to hire diverse talent and to market to your community will be discussed in this session.

Grand Ballroom
5:00 p.m. - 6:30 p.m. Reception Observation Bar and Palm Terrace
6:30 p.m. Dinner on Your Own  
Wednesday, September 15th
Time Event Location
7:30 a.m. - 8:30 a.m. Breakfast St. Andrews Foyer
8:30 a.m. - 10:00 a.m.

U.S. Economic Outlook & Its Impact on CUs

Steven W. Rick, Director, Chief Economist, CUNA Mutual Group

As the COVID-19 pandemic runs its course in 2021, the economic impacts could be longer lasting. The Federal Reserve’s monetary policy and the Treasury Departments’ fiscal policy will be important economic topics for the next few years. Explore the possible paths of the economic recovery and what impact it will have on credit union balance sheets and income statements for the next two years.

Grand Ballroom
10:00 a.m. - 10:15 a.m. Break  
10:15 a.m. - 11:15 a.m.

Empowering Members for a Better Life

Robin Brulé, Senior Director, Philanthropic Partnerships, Filene

Helping members achieve better economic outcomes is what credit unions do every day - and why Brulé believes credit unions can play an even larger role in creating impact. With twenty plus years of experience in philanthropy and credit unions, Robin will share ideas on how to turn your not-for-profit organization into a for-impact organization. Learn how your credit union can accelerate economic impact for your member community, and minimize risk, while launching innovative loan programs designed for traditionally underserved borrowers to fund small businesses, pay off debt, or pursue education. Expand outreach, and change students’ lives, through financial capability training with programs that impact students of all ages and contribute to increased graduation and retention rates.

Grand Ballroom
11:15 a.m. Adjourn  
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