Idea Institute

Agenda



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Idea Institute

Monday, April 11th
Time Event
11:00 a.m. - 12:30 p.m. Golf Event Registration & Lunch
Oak Marsh at Omni Amelia Island Resort
12:00 p.m. - 5:00 p.m.

Best Ball Format Golf Event

4:00 p.m. - 7:00 p.m. Idea Institute Registration
6:00 p.m. - 7:00 p.m. Kick-off Reception
7:00 p.m. Dinner on Your Own
Tuesday, April 12th
Time Event
8:00 a.m. - 9:00 a.m. Idea Institute Registration
8:00 a.m. - 9:00 a.m.

Breakfast

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

Investing in Your Most Important Asset

Cinnamon Elliot
Chief Talent Officer, Dover FCU
$609 Million, Dover, ME

Dover FCU has made an investment in the ongoing development of its team members. This includes providing every employee—regardless of current role or tenure in the organization—with the opportunity to advance. It requires an ongoing commitment from every manager to engage in regular career development conversations with employees. This guide has been designed to help employees prepare for career path development conversations and to help managers or other organizational leaders support employees in the development they need to reach their career goals.

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

TBD/Empowering Ideas for Innovation

Brian Kaas
President and Managing Director, CMFG Ventures or Sam Das, Managing Director
Madison, WI

America's Credit Unions Mutual Group, a financially strong insurance company serving 95% of the U.S. credit unions for more than 80 years, invests in fintech and founded CMFG Ventures in 2016. CMFG Ventures is resource that offers a rare combination of start-up expertise and a deep knowledge of the financial services space—plus access to capital and resources—to help take great ideas to a whole new level. Hear about how the $15 million Discovery Fund will support early-stage fintech companies led by BIPOC, LGBTQ+, and women founders over the next three years. And get updates on the $200 million already invested in a mortgage advisor/blockchain-based marketplace, online consumer platform serving members and a marketing communications platform that sends personalized messages to members, driving engagement, sales and loyalty.

12:00 p.m. - 1:00 p.m. Lunch
1:00 p.m. - 2:30 p.m.

TBD

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

TBD/Confirmed

Evelyn Royer
VP Operations and President/COO CU Channels, LLC, Purdue FCU
$1.7 Billion, West Lafayette, IN

5:00 p.m. - 6:30 p.m. Reception
6:30 p.m. Dinner on Your Own
Wednesday, April 13th
Time Event
7:30 a.m. - 8:30 a.m. Breakfast
8:30 a.m. - 10:00 a.m.

Credit Union Operations in the New Economy

Mike Schenk
Deputy Chief Advocacy Officer for Policy Analysis and Chief Economist, America's Credit Unions

Longstanding economic assumptions, relationships and metrics are less relevant today. The Fed’s influence has eroded. Politics and the political climate have assumed increasing importance. Demographic shifts have accelerated. In an environment characterized by crisis, uncertainty and increasing complexity these trends are magnified. Disparities in member financial health have dramatically widened. Prospects for lending and general credit union operating results have improved but have fundamentally changed. Looking forward, credit union bottom-line results will likely be under significant pressure. In this session Mike will explore these themes and their implications in 2022 and beyond.

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.

11:15 a.m. Adjourn
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