Change Leadership Symposium

June 19-21, 2017

The Edgewater Hotel
1001 Wisconsin Place
Madison, Wisconsin 53703

For questions, please call Jenni Thompson,
Senior Meeting & Event Specialist at (608) 347-0730

Brought to you by

Thank you

We’re so happy you could join us at this year’s Change Leadership Symposium for thoughtful conversations, fresh ideas and new connections. If you’d like a second look at some of your favorite sessions, we’ve provided them all here.

Daily Schedule

 

6:00 p.m. – 9:00 p.m.
Welcome Reception and Networking
Grand Ballroom, The Edgewater Hotel

7:00 p.m. – 8:00 p.m.
Economic Outlook with Chief Economist Steve Rick
Grand Ballroom, The Edgewater Hotel

7:00 a.m. – 7:30 a.m.
Breakfast Networking
Sky Bar, The Edgewater Hotel

7:30 a.m. – 8:15 a.m.
Introduction
The Changing Credit Union Landscape – John Wallace
Mendota Conference Room, The Edgewater Hotel

8:15 a.m. – 9:15 a.m.
Turning Data Analytics into a Competitive Asset – Tim Peterson
Mendota Conference Room, The Edgewater Hotel

9:15 a.m. – 9:30 a.m.
Break

9:30 a.m. – 10:30 a.m.
Fintech and Industry Disruption – Brian Kaas, John Wallace, Canh Tran and Val Saportas
Mendota Conference Room, The Edgewater Hotel

10:30 a.m. – 11:30 a.m.
Changes in our Regulatory and Political Arena – Chris Roe, Tom Liebe, John Weinfurter and John McKechnie
Mendota Conference Room, The Edgewater Hotel

11:30 a.m. – 12:30 p.m.
Lunch and Networking
Mendota Conference Room, The Edgewater Hotel

12:30 p.m. – 2:30 p.m.
Being Decisive, Managing Risk and Improving Decision Making Under Uncertainty – Dr. Moses Altsech
Mendota Conference Room, The Edgewater Hotel

3:00 p.m. – 7:00 p.m.
Golf at Maple Bluff Country Club, or Taliesin Tour with Wine & Cheese Tasting

7:00 p.m. – 9:00 p.m.
Dinner and Social
Madison Museum of Contemporary Art

 

7:30 a.m. – 8:30 a.m.
Breakfast
Sky Bar, The Edgewater Hotel

8:30 a.m. – 10:30 a.m.
Trending: Credit Unions in 2025 – Mark Meyer
Mendota Conference Room, The Edgewater Hotel

10:30 a.m. – 10:45 a.m.
Break

Track 1 – Lending

10:45 a.m. – 11:45 a.m.
New Ways to Support Loan Growth – Joe Heck
Grand Ballroom, The Edgewater Hotel

Track 2 – Credit Union Protection

10:45 a.m. – 11:45 a.m.
Claims Data and Litigation Trends in Credit Unions – Christine Lacke
Mendota Conference Room, The Edgewater Hotel

11:45 a.m. – 12:00 p.m.
Reconvene
Mendota Conference Room, The Edgewater Hotel

12:00 p.m. – 12:15 p.m.
Wrap-up and Feedback

12:15 p.m.
Lunch and Departures

 

Meet our Speakers

We’re proud to present an esteemed line-up of thought leaders, innovators and industry experts. Take a minute to learn more about their backgrounds and credentials.

Dr. Moses Altsech

Dr. Moses Altsech

University of Wisconsin-Madison School of Business

Dr. Moses Altsech has helped companies, professional associations and nonprofit organizations train staff, improve strategic planning, conduct cutting-edge customer satisfaction and employee engagement research, better serve clients and aggressively explore new opportunities.

Joe Heck

Joe Heck

Director, Transformation, CUNA Mutual Group

In Joe Heck’s role leading the new Value Proposition work with the Transformation team, he is responsible for the innovation that will drive mutual growth of CUNA Mutual Group and our partners. To do this, he uses an agile development process that focuses on new products and enhancements to current ones.

Brian Kaas

Brian Kaas

President and Managing Director, CMFG Ventures

In addition to Brian Kaas’ role as president of CMFG Ventures, he also serves as the vice president of Corporate Development in the Office of the General Counsel at CUNA Mutual Group. Prior, Kaas was a partner at Foley & Lardner and a member of its Insurance & Reinsurance and Health Care Industry teams.

Christine Lacke

Christine Lacke

Director, Product Management, CUNA Mutual Group

In this role, Christine Lacke is accountable for the overall business strategy, product management and financial results of our Credit Union Protection, Collateral Protection and Mortgage Payment Protection products. Prior to her role in Product Management, Lacke was the director of the Product Actuarial team.

John McKechnie

John McKechnie

Partner, Total Spectrum

Now a partner at Total Spectrum, John McKechnie previously spent five years as a presidential appointee at the National Credit Union Administration (NCUA), where he served three Chairmen in the capacity of Director of Public and Congressional Affairs.

Mark Meyer

Mark Meyer

CEO, Filene

Mark Meyer is one of North America’s top cooperative finance thinkers, turning big research questions into relevant key findings, and big ideas into products for changing the world. As CEO of Filene, he inspires people to understand the opportunities for cooperative finance to transform communities and lives.

Tim Peterson

Tim Peterson

Chief Information Officer, CUNA Mutual Group

Tim Peterson oversees enterprise-wide technology strategies, solutions and systems that help drive the company’s long-term strategic plans. Prior to joining CUNA Mutual Group, Peterson served as executive vice president, chief information officer at Wellmark, Inc., a $6 billion health benefits business.

Steve Rick

Steve Rick

Chief Economist, CUNA Mutual Group

Steve Rick leads strategic research, analysis, and forecasting of the financial services industry with special emphasis on the consumer and credit union markets. Before joining CUNA Mutual Group, Rick was the senior economist for CUNA & Affiliate’s Economics & Statistics Department for 22 years.

Chris Roe

Chris Roe

Senior Vice President, Corporate and Legislative Affairs, CUNA Mutual Group

Chris Roe is responsible for the company’s legislative and regulatory agenda and managing corporate relations within the credit union system. Before joining CUNA Mutual Group, Roe served as vice president of Government Affairs, Regulatory Affairs and Consumer Affairs at Fireman’s Fund Insurance Company.

Valentin Saportas

Valentin Saportas

Co-Founder and CEO, MortgageHippo

Valentin Saportas is co-founder and CEO of MortgageHippo, a provider of white-label digital mortgage solutions to credit unions and mortgage lenders. Prior, he worked as a commercial finance attorney at a large Chicago law firm.

Canh Tran

Canh Tran

Co-Founder and CEO, Rippleshot

Canh Tran is an entrepreneur with over 25 years of experience focused on big data and predictive analytics. Experienced in analyzing large-scale data and FinTech, Canh is now the co-founder and CEO of Rippleshot—a machine learning fraud analytics platform for banks, credit unions and merchants.

 John Wallace

John Wallace

SVP, Commercial, CUNA Mutual Group

John Wallace currently serves as senior vice president of Commercial for CUNA Mutual Group. In his role, Wallace leads the company’s core business units of Lending Products and Business Protection. In addition, he oversees the organization’s international business interests in the Caribbean.

John Weinfurter

John Weinfurter

President, House Chiefs of Staff Alumni Association

John Weinfurter provides unparalleled knowledge of Washington, DC and the intricacies of the political process. Following a 20-year career on Capitol Hill, he served as the president and CEO of the Congressional Economic Leadership Institute (CELI).

Tom Liebe

Tom Liebe

President and CEO, Cooperative Network

Tom Liebe oversees the strategic direction and financial performance of the country’s largest regional cooperative trade association, which has more than 400 members. He brings with him 20 years of experience in government relations, advocacy and trade association management.

Explore Madison

Vibrant, beautiful and always changing, we’re proud to call Madison home. We encourage you to check out the following establishments during your brief visit. They are all close to the hotel, with mileage noted. To learn more about each, use the map below!

Restaurants

Graze (0.5 mi)
Heritage (0.5 mi)
Lucille (0.6 mi)
Forequarter (1.0 mi)

Coffee

Bradbury’s (0.4 mi)
Colectivo – State St. (0.5 mi)

Drinks

The Coopers Tavern (0.4 mi)
Field Table (0.4 mi)
The Old Fashioned (0.4 mi)
Merchant (0.8 mi)

Things To See

State Capitol (0.4 mi)
Madison Museum of Contemporary Art (0.5 mi)
Memorial Union Terrace (0.6 mi)

The Edgewater Hotel

Graze

Restaurant, Bar
James Beard Chef. Stellar cheese curds.

 

www.grazemadison.com

Forequarter

Restaurant, Bar
Tiny space. Massive flavors.

 

www.forequartermadison.com

Heritage Tavern

Restaurant, Bar
Spectacular farm-to-table creations.

 

www.heritagetavern.com

Lucille

Restaurant, Bar
Don’t miss the hidden basement lounge.

 

www.lucillemadison.com

Bradbury's

Coffee
Come for the coffee, stay for the crepes.

www.bradburyscoffee.com

Colectivo

Coffee
Cool vibe from a Milwaukee-based roaster.

 

www.colectivocoffee.com

The Coopers Tavern

Restaurant, Bar
Unbeatable selection of craft brews.

 

www.thecooperstavern.com

Field Table

Restaurant, Bar
New to the square with late-night bites.

 

www.thefieldtable.com

The Old Fashioned

Restaurant, Bar
Wisconsin pub with six varieties of our state cocktail.

 

www.theoldfashioned.com

Merchant

Restaurant, Bar
Frequently voted the best cocktails in Madison.

 

www.merchantmadison.com

Wisconsin State Capitol

Government Building
Beautiful architecture and open to the public.

 

www.tours.wisconsin.gov

Madison Museum of Contemporary Art

Museum
Free museum with immersive exhibits.

 

www.mmoca.org

Memorial Union Terrace

Outdoor Entertainment
Enjoy a cold drink in an iconic terrace chair.

 

www.union.wisc.edu

June 19-21, 2017

The Edgewater Hotel
1001 Wisconsin Place
Madison, Wisconsin 53703

Questions
Jenni Thompson
Senior Meeting & Event Specialist
(608) 347-0730

Product Info
Heidi Kovac
Director, Sales Planning
(800) 356-2644 Ext. 665.5661
heidi.kovac@cunamutual.com