Southeast Credit Union Conference & Expo

Speakers

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*SCUCE Agenda is subject to change. Please check back for updates.

Wednesday, June 16th
Time Event
6:00 a.m. - 7:15 a.m. SECUF Annual Charity Golf Tournament Breakfast/Registration
Loacted: Waldorf Astoria Golf Club
7:15 a.m. - 12:30 p.m. SECUF Annual Charity Golf Tournament
Loacted: Waldorf Astoria Golf Club
9:00 a.m. - 5:00 p.m. Welcome Center - Attendee/Delegate Registration
Room: Bonnet Creek Ballroom I-III & Corridor
9:00 a.m. - 5:00 p.m. Silent Auction Open for Bidding
Room: Bonnett Creek Ballroom I-III & Corridor
9:00 a.m. - 4:00 p.m. Exhibitor Set Up & Registration
10:30 a.m. - 11:15 a.m. New Attendee Welcome Session
Room: Lake
11:15 a.m. - 1:00 p.m. Lunch on Your Own
1:00 p.m. - 3:30 p.m.

Safety & Security Awareness Workshop
Room: Waldorf Astoria Grand Ballroom

CYBERSECURITY: The Best Controls to Protect Your Members Information
Has (or Will) the Pandemic Continue to Change the Threat Landscape?

Jim Soenksen
CEO, Pivot Group LLC

Preparing for the Unknown of Employee Safety & Wellness
Chris Gill
Senior Manager, Risk & Compliance Solutions, CUNA Mutual Group

Sponsored by Pivot Group LLC and CUNA Mutual Group

2:00 p.m. - 3:15 p.m.

Breakout Sessions

BSA Basics That All CU Staff and Board Members Need to Know
Laura Gober, CUCE, CUERME, BSACS, CCUIA
Vice President of Compliance & Regulatory Services, LSCU
Room: Flagler/Gilchrist

The Way Forward: Post Corona Strategies For Credit Unions
Ancin Cooley, CIA, CISA
Principal, Synergy CU Consulting
Sponsored by Vining Sparks
Room: Hamilton/Indian River

4:00 p.m. - 5:00 p.m. C-Suite Reception in Exhibit Hall
Sponsored by Corporate One Federal Credit Union
Room: Floridian Ballroom
5:00 p.m. - 6:30 p.m.

Exhibit Hall Reception - All Attendees
Room: Floridian Ballroom

Dinner On Your Own

7:00 p.m. - 8:30 p.m. LEVERAGE Cornhole Tournament & Reception
Waldorf Golf Pavilion
8:30 p.m. - 10:00 p.m.

Welcome Party: Great American Road Trip
Itching for a summer road trip? Make SCUCE's Welcome Party a stop on your trip! Join us for an evening of fun and comaraderie highlighting the best of America. This is the social attraction that everyone will want to experience!

Sponsored by Corporate One FCU
Room: Center Foyer
Thursday, June 17th
Time Event
7:15 a.m. - 3:30 p.m. Welcome Center - Attendee/Delegate Registration
Bonnet Creek Ballroom I-III & Corridor
7:15 a.m. - 3:30 p.m. Silent Auction Open for Bidding
Bonnet Creek Ballroom I-III & Corridor
7:15 a.m. - 8:00 a.m. Breakfast
Bonnet Creek Ballroom IV-XII & Corridor 1&3
8:00 a.m. - 10:00 a.m.

General Session

CU Awards
Volunteer of the Year (AL, GA & FL)

On the Edge: The Art of High-Impact Leadership
Alison Levine
Everest Expedition Team Captain, faculty member at the Thayer Leader Development Group at West Point and New York Times bestselling author
Sponsored by CUNA Mutual Group

CU Awards
Professional of the Year (AL, GA & FL)

Room: Bonnet Creek Ballroom IV-XII & Corridor 1&3

10:00 a.m. - 10:30 a.m. Break
Room: Corridors
10:15 a.m. - 10:45 a.m. Meet & Greet with Alison Levine
Sponsored by CUNA Mutual Group
Room: Dade
10:30 a.m. - 12:00 p.m. CEO Roundtable - Facilitated by Tony Moore
Sponsored by Corporate America Credit Union
Room: Bonnet Creek Ballroom IV-XII & Corridor 1 & 3
10:30 a.m. - 11:30 a.m.

Breakout Sessions

Transitioning from Risk to Resilience
Chris Gill
Senior Manager, Risk & Compliance Solutions, CUNA Mutual Group
Sponsored by CUNA Mutual Group
Room: Citrus, Collier, Columbia

The Right Time for Real Time: Understanding Real-Time Payments & the Use Cases
Moderator - Christine Mayes, VP, Member Success Executive, Corporate One FCU

Panelists:
• Melissa Ashley, President and CEO, Corporate One FCU
• Keith Riddle President and CEO, Sherpa Technologies
Sponsored by Corporate One FCU
Room: Flagler/Gilchrist

Tapping into the Treasury Management Business
John Ballantyne
CEO, TRU TREASURY
Sponsored by TRU TREASURY
Room: Hamilton/Indian River

Reason, Season, Lifetime: Your Journey to Becoming the Primary Financial Institution
Sundeep Kapur
Educator & Founder, Digital Credence
Sponsored by FIS
Room: Orange

Enhance Your Member Service and Support Experience by Offering Unprecedented Security AND Convenience
Marcus Bales
Sales Engineer, Access Softek, Inc.
Sponsored by Access Softek, Inc.
Room: Jackson

What Would You Do? Situational Strategies For Boards
Ancin Cooley, CIA, CISA
Principal, Synergy CU Consulting
Room: Taylor

Making Your Message Memorable; Communicate Clearly
Anthony Huey
President, Reputation Management, LLC
Room: Union

Kids These Days: Capturing the Hearts, Minds, and Wallets of the Under 25 Set
Shari Storm
Author and CEO, Category 6
&
John Lanza
Chief Mammal, Author & Creator of The Money Mammals and Saving Money Is Fun Kids Club
Room: Palm Beach

Managing & Leading a Multigenerational Workforce & Membership
Dr. Melissa Furman, MS, DBA
Founder, Career Potential, LLC
Room: Nassau

12:00 p.m. - 1:30 p.m. Lunch on Your Own
12:00 p.m. - 1:30 p.m.

Advocacy Luncheon
Featured Speaker: Nathan Gonzales
Sponsored by Qu-Secure
Room: Waldorf Golf Pavilion

1:45 p.m. - 2:30 p.m.

What You Need to Know from the National Credit Union Administration (NCUA)
The Honorable Rodney E. Hood
Room: Bonnet Creek Ballroom IV-XII & Corridor 1&3

2:30 p.m. - 2:45 p.m. Break
2:45 p.m. - 3:45 p.m.

Regulator Roundtable
Ben F. Brinkley III
Chief, Bureau of Credit Union Regulation, Florida Office of Financial Regulation

Melissa Sneed
Deputy Commissioner for Supervision, Department of Banking and Finance, State of Georgia
Room: Waldorf Golf Pavilion

2021 Income Strategies: How to Manage Increased Deposits and Mitigate Margin Compression
Mark Wickard
Managing Director-Investments, The Credit Union Investment Strategy Group of Oppenheimer & Co Inc.
Sponsored by The Credit Union Investment Strategy Group of Oppenheimer & Co Inc.
Room:Citrus, Collier, Columbia

Get Your Mind Right: Tackling Life's Challenges
Pete Pritts
President/CEO, Corporate America Credit Union
Sponsored by Corporate America CU
Room: Flagler/Gilchrist

Healthcare: Knowledge is Power for Cost Reduction
Bridget E. Fazzolara
EVP/Chief Strategy Officer, Salus Group

Frank Sorise, Agent
LEVERAGE Benefits Group Sponsored by LEVERAGE Benefits Group
Room: Hamilton/Indian River

Five 5-Star Case Studies to Perfect Your Payments Program
Sundeep Kapur
Educator & Founder, Digital Credence
&
Stephanie Hainje
Portfolio Consultant, LEVERAGE Payments Solutions
Sponsored by LEVERAGE Payments Solutions
Room: Orange

King of the Hill: How Mobile Banking Apps Capture Member Deposits
Dave DeFazio
Partner, StrategyCorps
Sponsored by Catalyst Corporate FCU
Room: Jackson

Supervisory Committee Deep Dive: Beyond the Basics
Ancin R. Cooley, CIA, CISA
Principal, Synergy CU Consulting
Room: Taylor

Member Experience: Why Text Messaging is Essential for Your Credit Union
Ashish Garg
Founder & CEO, Eltropy
Sponsored by Eltropy
Room: Union

Kids These Days: Capturing the Hearts, Minds, and Wallets of the Under 25 Set
Shari Storm
Author and CEO, Category 6
&
John Lanza
Chief Mammal, Author & Creator of The Money Mammals and Saving Money Is Fun Kids Club
Room: Palm Beach

Leading from Within: Overcoming Unconscious Bias
Dr. Melissa Furman, MS, DBA
Founder, Career Potential, LLC
Sponsored by DDI
Room: Nassau

4:00 p.m. - 6:00 p.m.

Exhibit Hall Networking Event
Hosted by Corporate Amercia Credit Union
Loacted: Floridian Ballroom

6:00 p.m. - 9:30 p.m. Around the World Dinner & Silent Auction
Room: Bonnet Creek Ballroom I-XII & Corridor 1&3
Friday, June 18th
Time Event
8:00 a.m. - 11:15 a.m. Welcome Center - Attendee/Delegate Registration
Room: Bonnet Creek Ballroom I-III & Corridor
8:00 a.m. - 9:00 a.m. Breakfast
Room: Bonnet Creek Ballroom IV-XII & Corridor 1&3
9:00 a.m. - 10:45 a.m.

General Session

A Smooth Sea Never Made a Skillful Sailor
Tony Moore
Culture Architect, Keynote Speaker, Author and recovering Human Resource Executive
Sponsored by VISA
Room: Bonnet Creek Ballroom IV-XII & Corridor 1&3

CU Award
Young Professional of the Year

Breaking Through: My Journey to Becoming the First Female NFL Official
Sarah Thomas
The NFL's First Female Official and One of the Sports Illustrated 100 Most Influential NFL Figures of All Time
Sponsored by CULS
Room: Bonnet Creek Ballroom IV-XII & Corridor 1&3

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

Break

Meet & Greet - Sarah Thomas
Sponsored by CULS

11:15 a.m. - 12:30 p.m.

LSCU Annual Business Meeting

CU Awards
Credit Unions of teh Year (AL, GA & FL)

CU Award
Distinguished Service Award

Room: Bonnet Creek Ballroom IV-XII & Corridor 1&3

12:30 p.m. - 1:30 p.m.

Adjourn

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