Speakers

To see when these excellent speakers will present, peek at the agenda. To see the details of their presentations, take a gander here.

Sam Glenn

With Sam, “It’s all about attitude and it all starts with attitude!” He went from working nights as a janitor – negative, depressed and sleeping on the floor – to discovering renewed purpose, happiness and humor. He’s been named Speaker of the Year on several occasions and won two national awards for his training videos. For 20 years, Sam has traveled the country speaking to audiences from every industry and crowds as large as 75,000.

Dr. Samuel Jones

Dr. Jones hails from the heart of the Mississippi Delta. In his work and presentations, he focuses on transformational leadership development. As a former college and professional athlete with years of executive management experience, he uses personal experiences to highlight personal and professional know-hows that will truly make a difference. He’s passionate about the success and significance of individuals and organizations.

Jim Stickley

Jim has stolen credit cards, hacked Social Security numbers, robbed banks, and performed numerous other dubious acts. Fortunately, Jim was hired to perform these attacks by corporations testing their security, and agencies interested in knowing just how easy it is to commit identity theft. His job is to find security flaws before real criminals do, and then educate people and organizations about what they can do to protect themselves.

Colonel Jill Morgenthaler

Colonel Morgenthaler has received two Humanitarian Service Medals, the Bronze Star for leadership in Iraq, and the Legion of Merit for 30 years of extraordinary leadership performance. She has also directed homeland security operations in Illinois for the prevention, preparedness, response, and recovery from natural disasters and incidents of terrorism. Today, she exhilarates audiences with tales from 30 years of service, including a stare down with Saddam Hussein.

Scott Simpson

As president of the Utah Credit Union Association, Scott is in the unique position to understand both credit unions and Utah politics. With more than 20 years in the advocacy business, ranging from local to national stages, he understands the ins-and-outs of working with policy makers and regulators, and the nuances of how the governmental and political machinery function. Coupled with his love for the credit union cause, Scott is a powerful industry advocate.

Steve Stasinkonis

Steve has worked in the field of information security for over fifteen years, specializing in using technology to identify information security vulnerabilities, assessing risk, and the collection and interpretation of digital network intelligence. He’s an expert in social engineering, having demonstrated tacts involving pretexting, phishing and physically compromising banks, data centers and other highly secure operations and facilities.

Shawna Schuh

Shawna is an Executive Coach, Master NLP Practitioner, and the President of Women in the Pet Industry Network. She helps professionals think more strategically, communicate more effectively, and present more powerfully. She believes in continual growth, critical thinking, and using service and gratitude as the cornerstone of success. Her greatest gift is helping professionals experience and profit from profound insights about themselves and their business.

Ancin Cooley

Ancin helps credit unions thrive by managing risk, increasing profits, and helping members through a suite of services that includes supervisory committee training, director training, strategic planning, loan review, internal audits, and regulatory compliance reviews. With more than 25 years of industry experience, Ancin honed his skills while working with US Treasury Department, then for a regional accounting firm.

Eric Gagliano

Eric is a leading credit union marketer with more than 22 years of marketing experience. He lives and breathes credit union marketing at MarketMatch where he helps credit unions focus on the big “to.” Getting your audience to pick up the phone, to click, to care, to sample, to try, to borrow, to refer, to request, to act, to purchase, to sign … to choose you over everyone else in the market. And how? Focus … Momentum … Results. The trifecta of marketing goodness.

Dennis Watkins

Award-winning, third-generation magician and mentalist Dennis Watkins is the star and co-creator of The House Theatre of Chicago’s long-running show, The Magic Parlour. For 7 years, Dennis has hosted this intimate evening of classic magic at Chicago’s historic Palmer House Hilton Hotel. The Magic Parlour is a tour-de-force of close-up magic and mind-reading performed by an entertainer the Chicago Sun-Times calls “Chicago’s Official Magic Man.”

Meet the mentalist

Dennis Watkins will entertain and amaze at our Friday night banquet. Don’t forget to buy your tickets when you register!

Exhibit Hall

CUNA Mutual is the industry’s leading partner. From insurance products to advocacy and industry support, there’s no one as important as CUNA Mutual

If you are a vendor the Association’s Annual Meeting and Convention is your best opportunity to reach out to Utah’s credit unions through the Utah Credit Union Association. More than half of our credit unions attend the meeting, with 400-500 attendees on Saturday. Use the links below to learn how you can participate in the meeting.

Meet the Colonel

Tactics for resilience and persistence.

Laugh. Learn. Leave with, “Aha! I can do that!”

Join us at the Davis Conference Center!

Davis Conference CntrThis year we’re returning to the Davis Conference Center located at:

1651 North 700 West
Layton, Utah 84041

It’s a great location, with beautiful facilities, ample nearby restaurants, and great spaces to learn and grow. We’re excited to be there with you!

  • Just 20 minutes North of Salt Lake City
  • 40+ restaurants nearby
  • WiFi access
  • Attached to the Hilton Garden Inn hotel
  • Spacious exhibitor hall
  • Easy parking

Join us at the fantastic Davis Conference Center. We think you’ll love it!

Hotel rooms

If you need to spend the night, we have a block of rooms reserved at the Hilton Garden Inn, adjacent to the conference center. They are saved under the group name “Utah Credit Union Association” for $109 plus tax.

The block of rooms will be released on March 22, 2018.

To make a reservation, call 801-416-8899.

Agenda

Download a printable agenda here. Click on the links below for more details about each session.

FRIDAY, April 13, 2018

8:00 am: Registration open.
8:00 am:
Shared Branching of Utah annual business meeting.
9:00 am: Association annual business meeting.
9:30 am: Exhibit hall open.
10:45 am – 11: 45 amCyber Criminals, Identity Thieves, and the Dark Web, by Jim Stickley, CEO of Stickley Security.
12:00 noon – 1:15 pm: Management Luncheon (pre-purchased tickets required).
1:30 pm – 2:30 pm: Utah’s Politics, by Scott Simpson, CEO of the Association.
2:30 pm – 3:00 pm: Refreshment break and visit the exhibit hall.
3:00 pm – 4:00 pm: From the Battlefield to the Board Room – Secrets to High Performance Leadership, by Colonel Jill Morgenthaler, Military Trailblazer.
7:00 pm – 9:00 pm: Banquet & Entertainment –  entertainment by Dennis Watkins, Mentalist (pre-purchased tickets required).

Saturday, April 14, 2018

7:30 am: Registration and exhibit hall open.
9:00 am – 9:15 am: Opening kick-off.
9:15 am – 10:15 am: Opening keynote by Sam Glenn: Attitude is Everything! Sponsored by Alloya Corporate Credit Union.
10:15 am – 10:45 am: Refreshment break and visit the exhibit hall.
10:45 am – 11: 45 am: Morning breakout sessions, with tracks for frontline, management, and volunteers.
11:45 am – 1:15 pm: Lunch and exhibit hall. Lunch on your own, although for attendees staying on site the Conference Center will offer a food option for an affordable fee (menu selection and price yet TBD).
1:15 pm – 2:15 pm: Afternoon breakout sessions, with tracks for frontline, management, and volunteers.
2:15 pm – 2:45 pm: Refreshment break.
2:45 pm – 4:00 pm: Closing keynote: Closing the Gap Between Average & Excellence, by Dr. Samuel Jones.

Meal time!

Friday

On Friday we’ve got delicious plated meals for lunch and dinner. Purchase tickets when you register for the conference.

Saturday

If you prefer to stay at the venue for lunch, take advantage of an additional food option the Davis Conference Center will offer for an affordable fee (menu selection and price yet TBD).

Restaurants

We’re right in the middle of a plethora of tasty restaurants, all within short walking or driving distance.

Meet Dr. Samuel Jones

Trade average for excellent.

Educational sessions

Keynote presentations

Cyber Criminals, Identity Thieves, and the Dark Web

Jim Stickley, CEO, Stickley Security

By now, most people have heard of the dark web but few people understand what it really is or what impact it has had on cybercrime and identity theft. In this session, Jim Stickley will take you into the world of the dark web, showing you what it is, how it works, and how criminals have embraced the technology.

As usual, Stickley will provide real world examples, demonstrating the more dangerous aspects of the dark web and how they can affect your organization. In addition, he will provide plenty of tips and tricks to help you and your organization avoid becoming victims of an identity thief. If you are interested in reducing risk and understanding the dark web, this session is for you.

From the Battlefield to the Board Room – Secrets to High Performance Leadership

Colonel Jill Morgenthaler, Military Trailblazer

Success requires focus, discipline and creativity. In her signature keynote address, Colonel Jill shares the secrets to effective leadership through her unique HOOAH method: Heart, Optimism, Opportunity, Abilities, and Hands. This program provides step-by-step guidance so you can increase profits, boost morale, reach a goal, identify challenges, and overcome difficult people and situations.

Highlights:

  • Heart: It’s we, not me
  • Optimism: A strong leader provides hope
  • Opportunity: How to create ways to lead
  • Abilities: Finding strengths and minimizing weaknesses
  • Hands: A leader is engaged and pitches in

Sam Glenn, Certified Speaker and Artist

Your attitude is your brand, your logo, your culture, your leadership, your service, your product, your communication, your actions, your message and most importantly – YOUR LEGACY. Attitude changes everything!

Utah’s Politics

Scott Simpson, UCUA CEO

Credit Unions survived the tax reform bill of 2017.  Are we out of the woods?  “The 2018 election is shaping up to be a big deal. Scott will discuss the political and legislative landscape and talk about where credit unions should be involved.

Morning breakout sessions

Hacker Hijinks: Human Ways to Steal Your Credit Unions Data

Steve Stasinkonis, President of Secure Network Technologies

Steve Stasinkonis will explain the numerous ways a financial institution network can be compromised. The presentation will explain Social Engineering techniques and how white-collar criminals leverage the use of common people, processes and technologies to infiltrate the internal workings of your credit union network. Steve will share real world experiences on how his company used these techniques to breach the networks of numerous financial institutions. The presentation explains how social engineering is used to defeat the digital and physical controls of a financial institution. Some of the topics discussed include the following:

  • How to use publically available Internet based information to defeat the Financial Institutions security controls.
  • Defeating physical and digital Financial Institution security by leveraging imposter access.
  • How spear phishing, whaling and “spoofing emails” are used successfully against all employees of your Financial Institution.
  • Understanding “hacker” technologies and tools that can be used against your Financial Institution.
  • Tips on what you need to explain to train your employees to protect your Financial Institution

7 Habits of Highly Effective Supervisory Committees

Ancin Cooley, Synergy Credit Union Consulting

The Supervisory Committee sets the ‘tone at the top’ for risk management in your credit union, but staying current on new regulations and legislation can be daunting. In this session, Supervisory Committee members will learn key strategies and practical techniques for cultivating a responsible risk management culture. This session provides Supervisory Committee members with practical guidance to perform more effectively.

Topics include:

  • The purpose, roles and behaviors of an effective supervisory committee
  • Ensuring a comprehensive audit planning process
  • Communicating effectively with management, auditors and regulators
  • Applying project management techniques to correct audit and regulatory findings
  • Establishing quality control processes
  • Current regulatory hot buttons

Strategize to Energize!

Shawna Schuh – CSP, Certified Speaking Professional

As a frontline employee, you have a lot to handle, and members to meet and serve everyday. This session will help you think through your processes, challenge your assumptions, and give focus to that which is most important.

Checking and Loan CSI

Eric Gagliano, Market Match.com

Bank of America, Citi, Chase and Wells Fargo hold about 39% of U.S. Deposits. Seriously? With these guys holding the market share cards, if your credit union isn’t showing account growth … it’s a crime.  This session will layout the clues on where to find checking and loans.

In this session, you will learn:

  • That we do not sell checking and loans!
  • 4 tips to get more loan at-bats
  • How to take advantage of missed opportunities
  • Indirect lending do’s and dont’s
  • Proven marketing campaigns
  • ROI measurement
  • Like the chicken and egg … what came first, the checking or the loan

G.R.I.T. – Tactics for Resilience and Persistence

Colonel Jill Morgenthaler, Military Trailblazer

Studies have shown that grit is one of the most important character traits for success.  Colonel Jill was not the strongest soldier or the smartest soldier, and yet she succeeded where others didn’t.  She credits determination, pluck and grit.  In her presentation, she will show you how to find the inner strength to succeed.

Highlights:

  • How to “fake it ‘til you make it”
  • Six Principles for Persistence
  • G.R.I.T. – Tactics for overcoming obstacles

Afternoon breakout sessions

Succession Planning for Board and Management Teams

Ancin Cooley, Synergy Credit Union Consulting

Your favorite football team knows exactly whom they will put in the game in the event that their star quarterback gets hurt. Likewise, your favorite basketball team knows exactly who’s coming off the bench if the star player is out. So why don’t most credit unions know exactly how they would handle a vacant Board or CEO position, BEFORE the need arises? Most credit unions have an incomplete plan or no plan at all when it comes to Board and Management succession planning. This lack of planning can cost their organization greatly in the long term.  Managing the succession of talent is a vital strategic process that minimizes gaps in leadership and enables your best people to develop the skills necessary for continuity and success.

This session provides real-world examples of how to design and implement an effective and flexible Board or CEO succession plan that will help your organization develop a culture centered around talent management, rather than talented individuals.

The Deep Dark Web

Steve Stasinkonis, President of Secure Network Technologies

Network breaches and hacks occur everyday. A significant amount of that stolen data ends up for sale on the Dark Web with other contraband. You have heard about the Dark Web but have never really seen it. This session explains the Dark Web and how you can be able to experience it. The session explains the following:

  • The technical requirements and procedures needed to gain access to the “Dark Web”
  • Best practices and how to protect yourself when surfing the Dark Web.
  • Using the various search engines in the Dark Web.
  • Surfing contraband sites on the Dark Web
  • Purchasing items in the Dark Web using Bitcoin and other digital currency
  • How NOT to become a victim when in the Dark Web

The Six Laws of Marketing

Eric Gagliano, Market Match.com

Most are familiar with Newton’s laws of motion and Archimedes’ principle. Well, now here are (drum roll, please)…Gagliano’s Laws of Marketing. The Law of Action; The Law of Consistency; The Law of Differentiation; The Law of Perception; The Law of Need; The Law of Measurement. These “laws” have been tested and re-tested and proven over time.

Become Compelling to Members

Shauna Schuh – CSP, Certified Speaking Professional

How you greet, engage and follow up is key to your success in the credit union and in life. Fun and proven ways to help you interface with members in new ways are how you become compelling. This session will show you how.

Super Perspectives on Supervisory Committees

Facilitated by Stephen Nelson, VP Credit Union Support

Panelists from the State DFI, NASCUS, and a local credit union will discuss the ins and outs of serving on a Supervisory Committee.