OCT Omni Mandalay Hotel at Las Colinas Irving, Texas

Transcription

1 OCT. 3-5 Omni Mandalay Hotel at Las Colinas Irving, Texas

2 MONDAY, OCTOBER 3 TIME 7:30 a.m. 8:00 a.m. 8:45 a.m. 8:00 a.m. 4:00 p.m. EVENT Registration Continental Breakfast Services Expo 8:45 a.m. Opening Comments Steven Houle: Credit Union Trends and Critical Issues What trends have emerged this year that are impacting credit union balance sheets? What might credit unions expect to see in 2017, and how can they best position for those changes? For answers to these questions and more, join Catalyst Strategic Solutions vice president of advisory service, Steven Houle, for this informative opening session. 9:50 a.m. Break DIRECTORS TRACK 10:00 a.m. Jonathan Jackson: Best Practices for Credit Union Boards Responsibilities for board members continue to expand as the regulatory environment evolves. Keeping abreast of best practices is a must and can be a competitive advantage for credit unions. Jonathan Jackson, an advisor with Catalyst Strategic Solutions who gained extensive experience in fixed income markets and portfolio management at TD Ameritrade, will share his insights. EXECUTIVE TRACK Casey Peterson: Evaluating and Optimizing Your Loan Portfolio As pressure builds on net interest margins, credit unions seek to structure loan portfolios that will optimize sector allocations to provide additional earnings and positive risk/reward characteristics. Catalyst Strategic Solutions senior advisor, Casey Peterson, will explore effective strategies and the impact various loan categories can have on a credit union s profile. 10:50 a.m. Break 11:00 a.m. Aaron Martini: Walking Through Your ALM Reports This session is ideal for those new to, or with limited exposure to, asset/liability management. Aaron Martini, Catalyst Strategic Solutions manager of ALM client services, will walk through the key measures contained in credit union ALM analyses. Using laymen s terms, Aaron will focus on what is most important for successfully managing a credit union. Ben Lemoine: Current Investment Trends and Strategies The low rate environment requires credit unions to adjust investment portfolio strategies. Not a one-size-fits-all approach; sound investment strategy should adhere to a credit union s liquidity, interest rate risk exposure and earnings profile. Ben Lemoine, Catalyst Strategic Solutions advisor, shares ways to determine suitable strategies based on balance sheet needs, current economic environment and permissible investments. Noon 1:30 p.m. Lunch 1:30 p.m. Mike McGinnis: Investment Management Fundamentals Learn about investment management fundamentals and the investment portfolio strategies most commonly used by credit unions. Information also will be shared on the analytics that portfolio managers employ when making tactical investment decisions. Mike McGinnis is Catalyst Corporate s vice president of investment sales and coordinates the marketing and sales functions of all investment services. Mike Sims: Managing Core Liquidity and Secondary Sources of Income Liquidity risk often goes unnoticed in financial institutions until a local, national or global event triggers a liquidity crisis. This session provides an overview of the history, recent developments, best practices and common pitfalls found in liquidity risk management. Mike Sims, senior advisor at Catalyst Strategic Solutions, worked for the Federal Home Loan Bank of Dallas for 25 years. 2:20 p.m Break 2:30 p.m. Jeff Vorhees: Credit Union Liquidity Management This presentation will address the need for creating a healthy composition of funding sources for credit unions. Catalyst Strategic Solutions senior ALM analyst, Jeff Vorhees, will focus on achieving healthy liquidity levels through financial metrics, regulatory guidance and various share allocations. Attendees will learn how the use of stress testing and other analyses can help mitigate liquidity risk. Mark DeBree: Stress Testing for Effective Risk Management Credit unions continue to face uncertain times, despite the 2015 Fed rate hike. In this session, Catalyst Strategic Solutions vice president of ALM Services, Mark DeBree, will provide an understanding of balance sheet stress testing, including traditional and non-traditional scenarios that may provide more value to credit unions as they prepare for the future. 3:20 p.m. Break 3:30 p.m. Tom Fay : Preparing for NCUA s IRR Supervision Changes NCUA s senior market capital specialist, Tom Fay, will discuss key changes in IRR supervision, including the revised examiners guide; streamlined exam review procedures; and redefined thresholds in the exam process that categorize the IRR supervisory risk rating. Fay has over 25 years of experience in sophisticated financial services and investment environments in the U.S. and internationally. 4:30 p.m. 6:30 p.m Reception Dinner on your own

3 TIME 7:30 a.m. 8:00 a.m. 4:00 p.m. 8:30 a.m. EVENT Registration Services Expo Continental Breakfast Kathy Garner, Welcome TUESDAY, OCTOBER 4 9:15 a.m. Evan Koenig: The National Economic Outlook What are the main forces driving trends and recent economic developments in the U.S. economy and their implications for unemployment, inflation and GDP growth? Evan Koenig, senior vice president and chief policy advisor of the Federal Reserve Bank of Dallas, will provide his insights. He will also discuss vulnerabilities of the U.S. economy and challenges facing policymakers. 10:15 a.m. Break 10:30 a.m. Randy Harrington: Big Dilemma: Accessibility vs. Security Members want it all: 24/7 access to all services on all devices. But every member convenience introduces a host of strategic tensions: accessibility vs. security, speed vs. quality, mission vs. profitability. Randy Harrington, CEO of Extreme Arts and Sciences, will share strategies for balancing these tensions and help you assess, innovate and act on them at digital speed. 11:30 a.m. 1:00 p.m. Lunch 1:00 p.m. Kathy Garner, Welcome Back 1:15 p.m. Ray Perryman: Energy s Influence on the Economy: Positive or Negative? Ray Perryman, president and CEO of The Perryman Group, will forecast the economic outlook for the United States, as well as key trends affecting future growth. He will also examine the likely influence of the oil and natural gas industry on the overall economy and the financial services sector. 2:15 p.m. Break 2:30 p.m. Bill Hampel: Positioning Credit Unions for the New Economy This session will cover the outlook for credit unions for the remainder of 2016 and Credit Union National Association s Chief Economist Bill Hampel will discuss the impact of the economy on credit union operations, including such topics as savings and loan growth, earnings, capital, and credit union quality. 3:30 p.m. Break 3:45 p.m. Jack Uldrich: The Numbers that Matter How will the nation s demographics evolve over the next five years, and what are the implications for your business model, your technology plans and your service to members? See the trends that are transforming the world both positive and negative in this session with Jack Uldrich, renowned global futurist and best-selling author of Foresight :00 p.m. 6:30 p.m. Reception 6:30 p.m. Dinner on your own or Oktoberfest Event (must pre-register) RECEIVE CPE CREDITS Catalyst Corporate will award up to 13 CPE credits in the economics and finance fields of study for attendance at this year s Economic Forum. These courses are group live events. No prerequisite or advance preparation is required. Speakers provide an overview of the subject matter at an intermediate level. From economists and other industry experts, attendees will be able to identify critical elements and classical principals of economics, list economic trends and forecasts, and identify financial trends and population issues. For more information regarding CPE credits, please contact Cindy Shipps at , ext Catalyst Corporate Federal Credit Union is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Concerns regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

4 TIME 7:30 a.m. 8:00 a.m. 8:30 a.m. EVENT Registration Continental Breakfast 8:30 a.m. Kathy Garner, Introductory Comments WEDNESDAY, OCTOBER 5 8:45 a.m. Adam Davidson: Sharing Economy: The New Direction It s not often you meet a widely-respected economics guru who has also won most of broadcast journalism s highest honors. Adam Davidson, co-host of Planet Money, an NPR production, will examine the impact of a growing socio-economic phenomenon that involves sharing of resources through such means as swapping, collective purchasing, renting, borrowing, peer-to-peer lending and crowdfunding. 9:45 a.m. Break 10:00 a.m. Marci Rossell: Now What Do We Do? The Chinese slowdown, Brexit and the wildest presidential contest in U.S. history...the economic and political landscape sure has changed dramatically in the last few years. Join Marci Rossell, senior economic advisor at Delphin Investments, LLC, as she makes sense of the trends around the globe that are shaping our financial environment. 11:00 a.m. Kathy Garner, Closing Remarks MEET THE PRESENTERS For complete speaker bios, visit Steven Houle Jonathan Jackson Aaron Martini Mike McGinnis Jeff Vorhees Casey Peterson Ben Lemoine Mike Sims Mark DeBree Tom Fay Evan Koenig Randy Harrington Ray Perryman Bill Hampel Jack Uldrich Adam Davidson Marci Rossell

5 Get Your Oompah On! OKTOBERFEST DINNER/NETWORKING EVENT Celebrate Oktoberfest at a special event on Tuesday evening, October 4, from 6:30-10 p.m. at the Community Beer Company. From craft beer to schnitzel and strudel, get your oompah on with your fellow credit union colleagues. A special evening of fall food and fun features tours of the brewery, beer tasting, beer education and entertainment. DINNER INCLUDES: Sausages, German Potato Salad, Schnitzel, Potato Pancakes DESSERTS INCLUDE: Apple Strudel, Black Forest Cake and Other Desserts BEVERAGES INCLUDE: Locally Crafted Beer, Wine, Soft Drinks and Sparkling Water Round trip transportation is provided from the hotel; however, reservations are required, as seating is limited and available on a first registered/first served basis. So pack your lederhosen or dirndl and make plans to attend this Bavarian blast! An $85 per person fee covers transportation, food, entertainment, beer and other beverages, and stein-raising networking with your peers. Reserve your place at the private Oktoberfest on the registration page. Questions: Contact Terry Young, or forum@catalystcorp.org. Die Does Not Print EXPERIENCE THE WORLD-FAMOUS STATE FAIR OF TEXAS Image Credit: bigtex.com SEPTEMBER 30 OCTOBER 23 Come to the Economic Forum early, or stay late, and visit a Texas tradition the State Fair! The fair has something for everyone livestock exhibits, unique food, live entertainment, a fall garden exhibition, auto show, and a midway full of games and rides. For more information, visit MAKE YOUR HOTEL RESERVATIONS The Catalyst Corporate 2016 Economic Forum will be at the Omni Mandalay Hotel at Las Colinas in the Dallas suburb of Irving, Texas. A luxury hotel with a sophisticated Asian touch, the Omni Mandalay exudes tranquil luxury in a unique oasis, 15 minutes from both Dallas Fort Worth International Airport and Dallas Love Field and close to all the exciting attractions Dallas has to offer. The Omni Mandalay, located at 221 E. Las Colinas Blvd, Irving, TX 75039, is easily accessible from major highways. Catalyst Corporate has arranged a limited block of rooms on a first come, first served basis at the special Economic Forum rate of $179 (single/double) per night. To take advantage of this rate, make reservations by Wednesday, September 13, The group rate cannot be guaranteed after September 13, and a higher rate may be charged on available rooms after that date. Make reservations online at or by phone at 800-THE-OMNI ( ). Mention Catalyst Corporate s Economic Forum (the 2016 CCFCU program) to receive the group rate. For additional questions about the hotel, please call the Omni at

6 REGISTER ONLINE r/forum 39TH ANNUAL ECONOMIC FORUM The country soon will head in a new direction, and although which direction remains a mystery, credit unions can begin strategizing for success. This year s Economic Forum on October 3-5 in Irving, Texas, is designed to educate and inform credit unions as they map out their plans for The first day will deliver brass-tacks, credit union-centric financial management tactics, presented by Catalyst Strategic Solutions advisors. Attendees can select from two tracks a Directors Track for credit union volunteers that conveys knowledge-building financial essentials, and an Executive Track for credit union professionals that delivers practical strategies for managing risk, investments, income and liquidity. An NCUA representative will also provide a regulatory update, followed by a Q&A session. The next two days will provide a sweeping overview of the economy and implications for credit unions. Highly-acclaimed economists and financial industry experts will view the economy from a variety of perspectives, touching on Fed decision-making, energy, economic disruptors, such as the emerging sharing economy, and credit union industry performance, among other topics. SPECIAL EVENTS Make plans to Get Your Oompah On at the optional Oktoberfest dining experience on Tuesday evening. Seating is limited and available on a first registered/first served basis. Networking receptions on Monday and Tuesday afternoons are included with registration. REGISTER TODAY The Economic Forum is open to all credit unions. The registration fee includes all presentations, lunch on Monday and Tuesday, networking receptions on Monday and Tuesday, continental breakfast on Monday, Tuesday and Wednesday, breaks and available presentation materials. The optional Tuesday evening Oktoberfest Dinner Event is extra. Regular registration rate is $450 per person. Early Bird registration is $395 per person for Catalyst Corporate capitalizing member credit unions registering by September 13. After September 13, Catalyst Corporate member and non-member credit unions pay the regular registration fee of $450. Register online at If you have additional registration questions, please contact Linda Dowdy at , ext. 7843, or forum@catalystcorp.org. Early Bird Ends September 13 GROUP DISCOUNT: Credit unions with four or more attendees will receive $100 off the regular registration fee of $450 for each attendee ($350 per person.) SMALL CREDIT UNION DISCOUNT: Credit unions with assets at or less than $30M are welcome to attend Economic Forum at a discounted rate of $250 per person. (Limit one discount per person.) PAYMENT ARRANGEMENTS: Registration fees will be deducted automatically from your Catalyst Corporate account on Monday, October 3, unless other arrangements are made in advance. To pay in advance, send a check to Catalyst Corporate FCU, Attn: Economic Forum, 6801 Parkwood Blvd, Plano TX CANCELLATION POLICY: By August % refund; By September 13 50% refund; After September 13 No refund. Substitutions are always welcome. ATTIRE: Business casual. CONTACT: If you have additional questions or special needs, contact Linda Dowdy at , ext. 7843, or forum@catalystcorp.org. Register online at