Zero to $1 Million in 60 Minutes
Gordon Stein, BESC, MBA, CSC, CFEI, Professional Speaker and Author, Cashflow Cookbook

The American Psychiatric Association tells us that money is our #1 cause of stress. The most popular car loan is now 96 months, 70% of millennials permanently carry a credit card balance and 64% of Americans will retire with less than $10,000.

Most personal finance advice isn’t helpful: save 10% (but how?), give up things you love (no thanks!), and do detailed financial budgeting (must I?).

In Zero to $1 Million in 60 Minutes, Gordon shows his audience a powerful approach to free up cashflow and accelerate wealth. Using concepts from his book, Cashflow Cookbook, he lights a path to a brighter financial future with an extra million…or more.

Summary Outline Personal finance is often portrayed as a zero-sum game where we can either spend now or sacrifice for our retirement. This session shows you how to find financial wellness, enjoy your life, and your retirement. All with minimal effort and minimal sacrifice.

Learning Outcomes: The audience will learn how to:

• Free up hundreds or even thousands of dollars of cashflow each month
• Apply that cashflow to increase investment contributions or debt paydown.
• Use compounding to add a million or more to their retirement wealth.
• Reduce their financial stress and improve their financial wellness.

Growing Loans: The Engine That Feeds the CU
Don Arkell, Owner, CU Lending Advice

In today’s competitive financial landscape, loan growth is the lifeblood of a thriving credit union. Join Don Arkell from CU Lending Advice as he shares actionable strategies and insights for increasing loan volume while maintaining a healthy portfolio. This session will cover proven techniques for member engagement, enhancing loan officer productivity, and leveraging technology to streamline your lending process. Whether you’re looking to expand your loan offerings, improve underwriting standards, or simply accelerate growth, Don will equip you with the tools to make lending the engine that drives your credit union’s success. Don’t miss this opportunity to fuel sustainable growth and better serve your members!

Advocacy in Action: Building Influence and Driving Impact
Michelle Roth, Vice President of Advocacy, The League of Credit Unions

Whether you’re a seasoned CEO or new to the credit union movement, join your league advocacy team for an engaging session focused on grassroots advocacy, the credit union difference, and the power of strategic partnership between credit unions and leagues.

Together, we’ll explore the unique strength of the credit union movement in serving communities and discuss how we can collaborate to protect, promote, and preserve the “People Helping People” mission. You’ll hear from our team about how you get involved as an advocate by engaging with legislators and local government, participating in call-to-action and comment letter requests, supporting Political Action Committees initiatives, and more.

Meaning After Money
Gordon Stein, BESC, MBA, CSC, CFEI, Professional Speaker and Author, Cashflow Cookbook

Up to a third of Americans become depressed in retirement. It should be a time of joy, often our biggest life challenges are complete: our mortgages are finally paid off; we have raised our children and logged some great career accomplishments.

But the end of those challenges can leave a deafening silence and a lack of purpose. And aging can bring a perception that possibilities are becoming more limited, and that our best days are behind us.

In Meaning After Money, Gordon lays out a powerful approach to retirement. A clear 9-point plan to build a retirement packed with joy, fulfillment and meaning.

Retirement is often viewed as the ultimate rest after a long career of hard work. But that rest often brings loneliness and depression. It is a time when anything is possible, but that abundance of choice often leads to inaction. In Meaning After Money, Gordon offers a framework where every aspect of your life can come alive in a retirement that many can only dream of.

Learning Outcomes: The audience will learn how to:

• Use their retirement as a chance to make life dreams a reality.
• Apply a 9-point framework to identify gaps that can limit retirement satisfaction.
• Set a powerful retirement plan that lights up every aspect of their life.
• Get unstuck in a retirement that lacks joy.

Lessons From a New Board Member
Dr. Michael Cadore, Launch Credit Union’s Associate Board of Directors, Eastern Florida State College’s Executive Director of Community Engagement

See through the eyes of a credit union board member as he shares the key takeaways from his first two years of service. Longtime board members will better understand how to set up new board members for success, while new and prospective board members will discover secrets to becoming part of the team. Join the session for insight into how to strengthen your board’s future!

Areas of focus include:

• Clarifying Expectations
• Building Relationships
• Learning and Development

Culture > Strategy
Mike Neill, Chief Learning Officer, ServiStar Counsulting

In a report by Forbes Magazine an overwhelming 84% of leaders agree that culture is critical for business success and 60% agree that culture is more important than strategy. That said, more than half the group reported that culture was not even on the C-Suite’s agenda. The bottom line: culture is hugely important but mismanaged and undervalued in most organizations.

Want more proof that Culture > Strategy?

• Strong corporate culture attracts top talent.
• Positive culture improves retention rates.
• Good company culture increases productivity.

What we will share with you:

• Why culture is a powerful driver of long-term business success.
• Cultures form with or without leadership, but that’s not the culture you want.
• How leadership influences culture.
• Why culture and strategy are not mutually exclusive but interdependent.
• How to align culture with strategy for long-term business success.
• Practical Steps to Build a Strong Culture

Navigating the Inclusiv Grant Process
Bobbi Grady, Executive Director, Credit Union Impact Foundation

Join the Credit Union Impact Foundation and Inclusiv, for a focused 15-minute session on the Clean Communities Investment Accelerator (CCIA) grant process. This conversation will provide a high-level overview of how credit unions can access funding, navigate application requirements, and position themselves for success in this new initiative.

Unpin Your Potential: How to Get Unstuck
Denise Gabel, Chief Can-do-ologist and Founder of Can-do-ology

Feeling stuck? How do you get “un-stuck” when you’re in a rut, when curveballs fly your way, or when it feels like life has pinned you down? Whether you’re facing challenges beyond your control, or you just need to rediscover the joy and creativity in your work, this session is your answer.

Join the inspiring Denise Gabel, bestselling author of The Can-Do Mindset, and Isabella Meadows, Can-Do Energy Leadership Coach, for a transformative session where they share powerful stories of overcoming life’s greatest challenges and practical tools to help you do the same. Denise and Isabella will show you how to respond when life “sticks a pin” in your plans and how to bounce back stronger. In this session, you’ll gain new perspectives, practical strategies, and a fresh mindset to help you unpin your potential and turn setbacks into opportunities.

What You Can Expect:

• Tools to reignite your confidence and creativity to get unstuck in any area of life.
• A mindset shift that will empower you to approach challenges with a new CAN-DO attitude.
• Hot Seat Coaching: Bring your personal challenges, and Denise and Isabella will help you get immediately unstuck with real-time, actionable advice.

Walk out feeling unstoppable! You’ll gain the confidence, tools, and Can-Do mindset to tackle any challenge life throws your way. It’s time to unpin your potential and step into your next big move!

Culture > Strategy
Mike Neill, Chief Learning Officer, ServiStar Consulting

In a report by Forbes Magazine an overwhelming 84% of leaders agree that culture is critical for business success and 60% agree that culture is more important than strategy. That said, more than half the group reported that culture was not even on the C-Suite’s agenda. The bottom line: culture is hugely important but mismanaged and undervalued in most organizations.

Want more proof that Culture > Strategy?

• Strong corporate culture attracts top talent.
• Positive culture improves retention rates.
• Good company culture increases productivity.

What we will share with you:

• Why culture is a powerful driver of long-term business success.
• Cultures form with or without leadership, but that’s not the culture you want.
• How leadership influences culture.
• Why culture and strategy are not mutually exclusive but interdependent.
• How to align culture with strategy for long-term business success.
• Practical Steps to Build a Strong Culture

Where is your Credit Union’s Fraud Risk?
Glory LeDu, CEO of League InfoSight and CU Risk Intelligence

With so many different types of Fraud, how do you know if you are allocating resources in the right area? Fraud risk management should be commensurate with the credit union’s risk profile, but how is that determined? Join us for this session where we address different types of fraud at the credit union, the typical types of controls in place to manage risk, and how the credit union can put this all together to create a risk assessment to better understand the credit union’s overall exposure to fraud.

Hope is a Verb
Amy Downs, OKC Bombing Survivor, Allegiance Credit Union CEO, Speaker, and Author

30 Year Anniversary of OKC Bombing

Amy Downs survived a bomb exploding in the building of the credit union where she was working, which killed 168 people, including 18 of her 33 co-workers. Today, she is President and an award-winning CEO of that same organization. Allegiance Credit Union has grown by 400% and is thriving. Drawing on her recently released book Hope Is A Verb, Amy is excited to share how you can respond to a crisis in a way that will make your organization come out of this even stronger than before you went in.