2019 Annual Convention

 

Hawaii's Credit Unions for Kids Golf Tournament to Benefit Kapiolani Children's Miracle Network

Hawaiian music master Nathan Aweau entertains at Friday night banquet

UPDATED! Relevant, insightful, and exciting educational sessions are set 

81st HCUL Annual Convention returns to Hawaii Island


Make your plans now to attend Hawaii Credit Union League’s 81st Annual Convention, May 2-4, 2019 at Hilton Waikoloa Village. Meet industry leaders, network with peers, and enjoy the beauty of the Kohala Coast on sunny Hawaii Island.

The theme for the 81st Annual Convention is “Defining our Future”. In an ever-changing global, national, and local environment, credit union leaders who take ownership of the future will define their credit union’s success.

Join us for energizing educational sessions as we explore ideas, industry trends, and best practices that will help shape a successful future. The Hawaii’s Credit Unions for Kids Golf Tournament is set for Thursday, May 2 at King’s Course followed by a 19th Hole after party at the Mai Grille.  And an exciting exhibit hall features products and services designed to enhance your credit union.

Please bookmark this page and return for convention updates as they become available.

HCUL Convention Staff Contacts:

Convention Coordinator: Wendy Kishida, 808.203.6408, This email address is being protected from spambots. You need JavaScript enabled to view it.
Golf Tournament Coordinator: Grant Kashiwabara, 808.203.6402, This email address is being protected from spambots. You need JavaScript enabled to view it.
Contributing Exhibits and Sponsorships: Becky Jandoc, 808.203.6416, This email address is being protected from spambots. You need JavaScript enabled to view it.
Advertising: Laurie Moore, 808.203.6403, This email address is being protected from spambots. You need JavaScript enabled to view it. 


 

Hawaii’s Credit Unions for Kids Golf Tournament to benefit Kapiolani Children’s Miracle Network will be played on Thursday, May 2, 2019 at Kings’ Course in Waikoloa. The 19th Hole Awards party happens directly after tournament play ends.

For a complete test of golf skills, no facility on the Kohala Coast compares with Waikoloa’s unique Kings’ Course. Designed by former British Open Champion Tom Weiskopf and Jay Morrish, the Kings’ Course offers golf in an island paradise on a course resembling a layout along the coast of Scotland. With stunning views of towering volcanoes framed by palm trees and vibrant flowers, you’ll have no trouble remembering that you’re golfing in paradise. The 7,000-plus yard links-style course snakes over and around an ancient lava flow and is best known for its wide undulating fairways, multiple tee placements and challenging pot bunkers.

Registration deadline for this golf tournament is exended to April 5, 2015. Click here for registration form.

 

Your League is excited to welcome Na Hoku Hanohano award-winning musician Nathan Aweau to our convention banquet. Known for his session work, solo endeavors, and being one-half of the Billboard Chart topping group Hapa, Aweau will provide the evening entertainment at Friday’s banquet.

Nathan Aweau was born into a musical family. His grandparents played multiple instruments and performed with a band. His mother played piano and his father taught music for many years.

Aweau learned to play piano, guitar, and ukulele at an early age. As a teen, his main instrument was the saxophone. He also is gifted with a natural ability to sing. In college he played bass in a jazz ensemble and decided this would be his main musical instrument.

He started playing professionally with Gabe Baltazar, Henry Kapono, Loyal Garner, and Nohelani Cypriano to name a few. He was a member of Na Hoku Hanohano award winning groups Ka'eo and The Ali'i's and worked for 16 years with the legendary Don Ho.

He has taught various high school and college level seminars on writing, arranging, and computer music sequencing. Aweau also performed in local commercials and produced music for television and radio advertising.

In 2001, Nathan released a CD, “E Apo Mai”, which garnered him Na Hoku Hanohano awards for “Male Vocalist of the Year”, “Song of the Year” and “Contemporary Hawaiian Album of the Year”. A few years after, he released a Jazz CD called “Bass Etude”, which won “Jazz Album of the Year”. Aweau is the only male artist to receive Na Hoku Hanohano “Male Vocalist of the Year” award three times.

From 2003-2010, Nathan was a member of the duo Hapa. In 2005 they released an album called “Maui” which shot up the Billboard Magazine’s World Music chart, peaking at number seven. The following year Hapa won four out of six Na Hoku Hanohano Awards.

In December 2008 Aweau released “Kane’ohe”, a CD of songs celebrating the place he calls home. He wrote all 12 songs, played every instrument, sang all the background parts, engineered, mixed, and mastered the entire CD.

Aweau's new CD, 'Aina Hanau, is inspired by his beloved Hawaii – and his first grandchild, Queen Lili’uokalani, Tahiti, and Nagaoka, Japan (Honolulu’s sister city).

Listen to Nathan Aweau’s music online. 

Relevant, insightful, and exciting educational sessions are set


We are pleased to announce these speakers and topics have been confirmed. Click on the highlighted speaker names in their biographies to see short segments of their recent videos.

 

Extraordinary Visions (General Session Friday)
Dewitt Jones, National Geographic photojournalist, author, motion picture director, keynote speaker

Where do we find the vision to take our lives to the next level? How do we summon the passion to keep “raising the bar”? How can we make our life less of a struggle and more of a joy? The answers lie in images we hold about ourselves, our future, and the way we grow.  In his 20-year career with National Geographic, Dewitt Jones lived the vision of “celebrating what’s right with the world” and embraced an attitude that elevated his business and life. His creative tools as a photographer had deeper application in his personal and professional growth. Using his own extraordinary photographs as illustrations, Jones aims to ignite your own passion, balance your head with your heart, and be inspired by your own creative potential.

Twenty years of capturing images from around the globe for National Geographic has earned Dewitt Jones the reputation as a world-class photojournalist. As a motion picture director, he had two documentary films nominated for Academy Awards before he was 30 years old.His presentations as a sought-after speaker are genuine and truly outstanding. He has produced seven best-selling video training programs, which are used every day by corporations, schools, churches, hospitals, and consultants. He inspires thousands to find their “next right answer” and to “celebrate what’s right with the world”! Jones has published nine books including California! and John Muir’s High Sierra. His most recent book, The Nature of Leadership, was created in collaboration with Stephen R. Covey.

Defining Our Future:  What Should We Be Talking About? (General Session Saturday)
Patrick Adams, St. Louis Community Credit Union

As we look around the corner to the future, what must we do to serve more members better?  Times are changing fast and we need to be on our game to maintain our position as the best financial institution solution for consumers.  A strategic discussion will engage all levels of credit union leadership on the issues that demand investment.

Stress Test Your Leadership (Concurrent Session)

Former world heavyweight boxing champion Mike Tyson once said, “everyone has a plan until they get punched in the nose.”  He’s right.  What happens when things get tough?  Will your plan hold up?  Will your leadership hold up?  Discover seven factors to key in on to ensure that no matter what happens around you, you will SURVIVE the pressures of market competition. 

Patrick Adams never met a paradigm he wouldn't like to change. He helps audiences question the "because-we've-always-done-it-that-way" mentality and develops real-world solutions. He emphasizes the importance of service and quality through all delivery systems and challenges audiences to accept and adapt to change...no matter how painful. Adams has devoted over 25 years to the credit union movement and served as executive vice president of St. Louis Community Credit Union for more than 15 years. He also held various positions at other large Missouri credit unions and helped the Missouri League develop numerous programs and projects. 

Small Credit Unions: Relevant or Relics? (Concurrent Session Friday)
Mike Schenk, CUNA and Affiliates

This presentation includes extensive audience participation in lively roundtable discussion as you explore strategies and tactics adopted by successful small credit unions.

Economic Update: The End is Near (Concurrent Session Saturday)Economic performance and market interest rate movements drive credit union operating results and interactions with members. The average duration of U.S. economic recovery is roughly five years in the post-WWII period, but the current expansion is now starting its tenth year.  Can it continue?  Will tax cuts fuel inflation pressures?  Will fiscal stimulus cause more aggressive Federal Reserve interest rate increases?  This session will explore implications of key economic developments, potential credit union responses, and prospects for future success.
Mike Schenk has over 25 years of experience in the financial services industry. He joined CUNA in 1992 and is currently vice president of economics and statistics. He conducts economic research and supports CUNA's public relations and lobbying efforts. His analyses regularly appear in trade publications such as Credit Union Magazine. He also is a frequent contributor in the financial media, including CNBC, Bloomberg, and CNN Money. Schenk serves on the board of a $1.5 billion credit union. Before joining CUNA, he served in director-level positions in the mutual fund and savings institution industries. 

 

Basics of ALM (Concurrent Session Thursday)
Frank Santucci, Stifel

Effective balance sheet management is integral to any credit union’s success. Getting back to the basics of asset liability management (ALM) is a worthwhile exercise for both seasoned financial executives and novice board members. By reviewing ALM and interest rate risk management, you will learn how to forecast cash flow liquidity while breaking down the nine components of a credit union’s earnings. You will further explore two common methods of measuring interest rate risk and review how interest rate changes can impact net interest income and net interest margin.

 

edited Frank Santucci web

Frank Santucci is the managing director of ALM at Stifel and has been working with credit unions for more than 35 years.  He is the principal author of Balance Sheet Management Services’ ALM model, a comprehensive and cost-effective service engineered specifically for credit unions. An authority on issues impacting the credit union industry, he provides balance sheet and portfolio intelligence about ALM-related policies, investment objectives and regulatory responsibilities. He is also a frequent speaker at regional and national conferences on asset liability management and risk management topics.

State of Cyber Security Today
Atilla Seress, Integration Technologies

  • Best Practices for Secure IT
  • Data Security Do’s and Don’t
  • The Must-Haves for Good IT

attila seressAlitta Seress is a proven leader with over 20 years of experience managing and delivering business information technology solutions. He possesses a unique blend of entrepreneurial spirit combined with a deep passion for both technology and business. As a UCLA graduate, former CIO of a California phone company and Geek Squad business solutions specialist, his skill set ranges from IT, cyber security, marketing to team leadership.

Board Reporting with Payments: What You Need to Know (Concurrent Session Thursday)
Mary Gilmeister, WACHA


According to the Federal Financial Institution Examination Council (FFIEC), the Board should understand the risks of processing transactions for both its own account and the accounts of its members and respondents. Learn what should be included in a Board Report, such as performance monitoring and performance factors, and how this will help strategically.

edited mary gilmeister web

Mary Gilmeister is the president of WACHA (The Premier Payments Resource) and an Accredited ACH and a National Check Professional. She is also president of Payment Advisory Resource (PAR), a subsidiary of WACHA.  Gilmeister has served on the NACHA (National ACH Association), Marketing Committee, the NACHA Board of Directors and chaired a Nationwide Direct Deposit Campaign in 1998 and participated on the Federal Debit Collection Improvement Act of 1996. Gilmeister has chaired many national rule making committees for NACHA and has served on many panels. She helped develop a program with the State Bar Association of Wisconsin and participated in a program for the state to change legislation on financial elder abuse. Gilmeister speaks nationally at the NACHA conference and other conferences nationwide. She also trains state and FDIC examiners.

Interest Rate Risk, Sensitivity & Stress Testing (Concurrent Session Thursday)
David Scott, Balance Sheet Solutions

The regulatory landscape continues to require more time and resources from credit union management and their partners. Discover current ALM/Interest Rate Risk best practices needed to comply with sensitivity and stress testing of your balance sheet. Gain a better understanding of both the current ALM/Interest Rate Risk regulatory landscape and key sensitivity and stress testing scenarios you or your ALM partner should be producing on a routine basis.

011619 web david scottDavid Scott is assistant vice president of ALM consulting for Balance Sheet Solutions.He helps credit union clients analyze their balance sheets and identify areas of asset-liability management (ALM) risk and opportunity through comprehensive risk analysis, reporting, scenario testing, strategic planning, and education.Scott has more than 25 years of experience in the financial services industry, having previously worked as senior interest rate risk consultant at Western Corporate FCU, in the mergers and acquisitions group, and in the retail banking division at Home Savings of America.

 

Technology Trends Impacting Financial Services (Concurrent Session Saturday)
Patrick McElhenie, CUNA Mutual Group

Technology has two sides. On one, it opens up vast opportunities to operate more efficiently and develop new solutions to better serve new and existing customers. On the other, it brings new risks and challenges. Over the next 2-3 years artificial intelligence (AI), the gig economy and competition from Google, Apple, Facebook, and Amazon will potentially have the greatest impact on members and credit unions.  This session further analyzes and breaks down these trends, so credit unions can effectively prepare for the changing technology and financial landscape.

Bring the “A” in Agile to Your Credit Union (Concurrent Session Saturday)

Consumer demand for convenience continues to drive member expectations. Are you falling behind in bringing innovative products and services to market?  Has an initiative ended with something no longer relevant in the marketplace?  Has a new product exceeded budget long before it’s completed and launched?  Do you want to experience faster time to market and an earlier ROI?  If the answer to any of these questions is yes, then learn more about best practices leveraging an Agile development process.  Agile Methodology is being utilized across top industries to reduce cost and deliver more value faster with less risk and better quality!  Your competitors are effectively using this approach every day.  Gain a better understanding of Agile development and how to put these principles to work for your credit union.

 

Patrick McElhenie is product management director for CUNA Mutual Group’s Lender Development Program. He is responsible for product strategy development, strategy execution, and overall program management. McElhenie joined CUNA Mutual Group in 1998. He has served as corporate sales planner responsible for sales strategy development and execution of CUNA Mutual Group’s lending products and solutions. He was also regional sales manager for CUNA Mutual Group’s central region, manager of business development for the midwest marketing division and assistant vice president of solutions training.

Steps to Digital Transformation (Concurrent Session Friday)
Andy Zaharias, MVi-Millennial Vision, Inc.


When is an IT project not really an IT project? Most organizations rely on IT to find, install, and implement projects. As programs evolve and capabilities increase, determining where projects are best handled becomes an issue. Discover a roadmap for transforming your office into a digital workplace that provides a structured framework for content digitization, process automation, analytics, and more. Learn best practices on how and when to recognize and involve other departments and resources in order to avoid ineffective implementations.

edited andy zacharias webAndy Zaharias, MVi senior vice president sales, is responsible for customer relationship management and product sales. He has 31 years of experience in the financial and retail market where he gained experience with software quality assurance, installation, and support at large data processing companies. He joined MVi in 1997 and has technical industry certifications from Microsoft, IBM, HP Enterprise, Dell, Laserfiche, as well as others.

Bank Secrecy Act Training (Concurrent Session Friday)
Dorie Fitchett, Hawaii Credit Union League

Volunteers need to understand the importance of Bank Secrecy Act (BSA) regulatory requirements, ramifications of noncompliance, and risks posed to the credit union. Learn what can happen if the credit union does not comply with BSA, the U.S. PATRIOT Act, and the Office of Foreign Assets Control.

Dorie Fitchett is Hawaii Credit Union League’s regulatory officer and has over four decades of experience working for and serving the needs of Hawaii’s credit unions. She assists credit unions with regulatory compliance activities, which includes publishing the weekly InfoSight eNewsletter, conducting Bank Secrecy Act training, and researching answers to specific compliance questions. Fitchett is certified as a Credit Union Compliance Expert and Bank Secrecy Act Compliance Specialist.

Effectively Managing Your Loan Portfolio Performance (Concurrent Session Saturday)
Steven Houle, Catalyst Corporate FCU

Effective lending programs require an ongoing review and analysis of pricing, performance and allocations. Review recent growth trends and pricing methodologies to help your credit union effectively manage loan portfolio performance.

Key Points: 1) Review key trends; 2) Assess portfolio performance and provide strategies to enhance key metrics; 3) Effective risk management and hedging.

Benefits: 1) Deeper understanding of loan performance; 2) Review pricing methodologies; 3) Understanding balance sheet capacity for risk taking and hedging opportunities.

edited Steven Houle webSteven Houle, CFA, FRM, is vice president of Advisory Service at Catalyst Corporate FCU. He is responsible for managing the day-to-day operations of the Advisory Service and setting its long-term strategic direction. He also works directly with credit unions to assist them with their strategic financial and investment management endeavors. Houle joined Catalyst Strategic Solutions team in 2006. Previously, he worked at Concentra Financial in Western Canada managing the investment and derivative portfolios of client financial institutions, including credit unions. He also analyzed interest rate risk simulation results and key performance indicators of client credit unions and recommending appropriate strategies.

Are You Flattering the Competition? Quit Imitating, Start Differentiating (Concurrent Session Saturday)
Chris Gill, Diebold Nixdorf


Branch costs are rising, and foot traffic is falling. The traditional branch isn’t designed for modern, digitally enabled consumer. Still, it’s difficult to wrest the allure of physical branches out of the hearts and minds those same consumers. Today’s branch transformation efforts should be focused on clearly identifying what consumers want, what they’re ready for, and how their needs can best be satisfied on a branch-by-branch basis. You will learn to:

  • analyze your current situation;
  • define the ideal member journeys you want to provide; and
  • develop a roadmap that prioritizes changes to the people and processes involved with any new technology investment.

edited Chris Gill webChris Gill is senior director of global advisory services and responsible for leading Diebold Nixdorf’s advisory services delivery business which assists financial institution clients on topics related to branch transformation, customer experience, technology adoption, channel optimization and efficiency improvement. With more than 25 years of experience in retail banking and strategy consulting, he advises financial institutions on how to transform the branch customer experience, increase operational efficiencies, leverage branch technology and digital solutions and drive sales.