The 2017 Credit Union National Association’s Governmental Affairs Conference
#CUNAGAC at the Washington Convention Center
WASHINGTON, DC (February 27, 2017) —
Monday, February 27th
9:00 – 9:30am Opening Ceremony
9:30 – 10:00am Jim Nussle, President/CEO, CUNA
10:00 – 11:00am Keynote Speaker Kat Cole – Group President, FOCUS Brands
11:00 – 11:10am Rod Staatz, CUNA Board Chairman
1:00 – 1:25pm CUNA Annual General Meeting – CUNA Board Executive Committee update on the work CUNA does to promote, support, protect, unify and advance credit unions.
1:30 – 1:40pm Gigi Hyland, Executive Director, National Credit Union Foundation
1:40 – 2:00pm National Journal Research Presentation – Michael Gottlieb, Executive Director, National Journal
1:58 – 2:30pm Ryan Donovan, Chief Advocacy Officer, CUNA, and Richard Gose, Chief Political Officer, CUNA
2:45 – 4:00pm Breakout Sessions
Assessing the Payments Landscape
Data breaches, the Durbin Amendment, faster payments – these topics all significantly impact the use of payments and access to funds. Panelists will discuss how legislation, litigation and technology services impact consumers and credit unions.
Moderator
Lance Noggle, Senior Director of Advocacy and Counsel, CUNA
Panelists
Molly Wilkinson, Executive Director, Electronic Payment Coalition
Pace Bradshaw, Deputy Head of US Government Relations, VISA
Jason Kratovill, Vice President, Government Affairs for Payments, Financial Services Round Table
Glen Sarvady, Managing Principal, 154 Advisors
The Brave New World on UDAAP
A look at how various agencies interpret unfair, deceptive, or abusive acts or practices laws that affect credit unions. The panel will also provide feedback on what practices may be triggers regarding UDAAP compliance and what specific issues agencies are reviewing in their exams.
Moderator
Elizabeth Eurgubian, Deputy Chief Advocacy Officer & Senior Counsel of Regulatory & Executive Branch Relations, CUNA
Panelists
Brain Knight, Senior Research Fellow, Mercatus Center at George Mason University
Joshua Kotin, Counsel, BuckleySander LLP
David Reed, Partner, Reed and Jolly, PLLC
Economic Outlook & Credit Union
What’s the economic outlook for the US economy in 2017 and 2018? Credit union economists will discuss prospects for employment, GDP growth, inflation and the timing of possible interest rate increases with particular emphasis on the impacts of last year’s election. They will also discuss the impact of the economy on credit union operations, including savings and loan growth, earnings, capital and credit quality.
Moderator
Bill Hampel, Chief Policy Officer, CUNA
Panelists
Mike Schenk, Vice President, Economics & Statistics, CUNA
Steve Rick, Chief Economist, CUNA Mutual Group
Member Activation Program 2.0/Getting Members Involved
Elected officials constantly hear from DC lobbyists, but the real muscle is when they hear from their constituents. Since the Member Activation Program’s (MAP) inception, more than 25 million credit union members have been informed by their credit union about legislative issues and hundreds of thousands have in turn contacted their lawmakers. Learn from a panel of credit union executives about how the innovate Member Activation Program can successfully engage consumers to take action on legislative issues impacting credit unions.
Moderator
Haley DaVee, Vice President, Association Services, Heartland Credit Union Association
Panelists
Linda Armyn, Senior Vice President, Corporate Affairs, Bethpage Federal Credit Union
Angela Schreiner, Senior Vice President, Marketing, Liberty First Credit Union
Gary Vien, Chief Administrative Officer, Suncoast Credit Union
3:00 – 4:15pm Breakout Session
The Future of NCUA Exams/Call Reports
With the adoption of the Exam Flexibility Initiative and the ongoing Call Report Modernization project, this session will cover how the examination and reporting functions will evolve over the next several years. NCUA is moving towards reducing their onsite presence, expanding its off-site examination procedures / monitoring, and potentially ultimately adopting a continuous supervision model. All of these efforts ideally will reduce the regulatory burden on credit unions while maintaining the NCUA’s ability to ensure the safety and soundness of the credit union system. This panel will discuss the many facets of NCUA’s ongoing transformation of the examination process and how they will impact your credit union.
Moderator
Andrew Price, Senior Director of Advocacy & Counsel, CUNA
Panelists
Larry Fazio, Director of the Office of Examination and Insurance, NCUA
Mary Thor, Risk Management Officer, NCUA
Tuesday, February 28th
9:00 – 9:10am Senator Roy Blunt (R-MO), Vice Chairman, Senate Republican Conference
9:11 – 9:20am Congressman Denny Heck (D-WA), member, House Financial Services Committee
9:20 – 9:40am Rick Metsger, National Credit Union Administration Board Member
9:40 – 10:30am Keynote Speaker General Colin L. Powell, USA (Ret.) – Former Secretary of State
10:30 – 10:45am J. Mark McWatters, National Credit Union Administration Board Chairman
10:50 – 11:10am Congressional panel discussion on the impact credit unions have when they engage in congressional campaign communications
Moderator
Tracie Kenyon, President/CEO, Montana Credit Union Network
Panelists
Congressman Walter Jones (R-NC)
Congressman Kurt Schrader (D-OR)
1:05 – 1:20pm Passing of the Gavel – Rod Staatz, current Board Chairman, CUNA, and Pat Jury, incoming Board Chairman, CUNA
1:20 – 1:30pm Ms. Tulani Salahu-Din, Museum Specialist, National African American History Museum
1:30 – 2:30pm Jim Nussle Town Hall: Live Q&A with questions fielded from the audience
3:00 – 4:15pm Breakout Sessions
Expect the Unexpected: Washington Under President Trump
Panelists will provide bipartisan views on the first two months of the Trump administration and the Republican controlled Congress. They’ll discuss their outlook for the 115th Congress and what credit unions can expect based on their experiences from working on Capitol Hill.
Moderator
Ryan Donovan, Chief Advocacy Officer, CUNA
Panelists
Former Senator Mark Begich, Strategic Advisor, Brownstein Hyatt Farber Schreck, LLP
Barry Jackson, Strategic Advisor, Brownstein Hyatt Farber Schreck, LLP
The Consumer Regulation Regime for 2017
This panel of professionals throughout the industry will discuss how consumer financial protection laws and regulations have evolved since the passage of the Dodd-Frank Act, what changes are expected in 2017 and how any new developments may affect credit union operations.
Moderator
Leah Dempsey, Senior Director Advocacy & Counsel, CUNA
Panelists
Jane Luxton, Member, Environment, Energy & Natural Resources, Clark Hill PLC
Joann Needleman, Member, Consumer Financial Services Regulatory & Compliance, Clark Hill PLC
Kim Phan, Of Counsel, Ballard Spahr LLP
Lauren Saunders, Associate Director, National Consumer Law Center
Cybersecurity in 2017 and Beyond
Regulators are focused on ensuring that the financial services industry is prepared for cyberattacks. These ever-changing threats and requirements to respond to these threats impact all credit unions. Join public and private sector professionals as they discuss new risks and requirements for 2017 and beyond.
Moderator
John W. Carlson, Chief of Staff, FS-ISA and Vice Chair of the Financial Services Sector Coordinating Council
Panelists
Matt Solomon, Senior Fellow, Office of Critical Infrastructure Protection and Compliance Policy, Department of the Treasury
Timothy Segerson, Deputy Director, Office of Examination and Insurance, NCUA
Jay Isaacson, Vice President, Commercial, CUNA Mutual Group
Bank Attacks: Pushing Back Against the Banks/Arguments that Win
Bankers have taken their attack of the credit union status to state legislatures. A number of states have faced threats directly due to the banks. In addition to some veterans of state tax battles, this panel will also have experts discussing the most effective ways to fight tax battles including messaging, use of coalition partners and educating state lawmakers.
Moderator
Richard Gose, Chief Political Officer, CUNA
Panelists
Eli Lehrer, President, R Street Institute
Shelton Roulhac, Director of Advocacy, CUNA
Keith Sias, Senior Vice President, Governmental Affairs, Illinois Credit Union League
What Do Consumers Actually Know About Credit Unions? The Credit Union Awareness Initiative
A look at consumer research on what consumers know – and don’t know – about credit unions, the latest trends in consumer preferences for financial services, and how a group of credit union leaders is working to leverage this information to create top-of-mind consumer awareness of the credit unions category in financial services. This is an effort to define the credit union category at the highest level in order to clarify the industry in the minds of consumers. The research that will serve as the basis for that work should certainly open some eyes.
Moderator
Douglas Kiker, Chief Strategic Communications Officer, CUNA
Panelists
Graeme Trayner, Vice President, Greenberg Quinlan Rosner Research
Teresa Freeborn, Chairman, Creating Awareness Advisory Group, and President/CEO, Xceed Financial Credit Union
Gary Vien, Vice Chairman, Creating Awareness Advisory Group, and Chief Administrative Officer, Suncoast Credit Union
Wednesday, March 1st
8:35 – 8:50am: Jim Nussle, President/CEO, CUNA, and Ryan Donovan, Chief Advocacy Officer, CUNA – Update on President Trump’s joint session address to Congress
8:50 – 9:05am Congressman Hensarling (R-TX), Chairman, House Financial Services Committee
9:05 – 9:15am Congressman Ed Royce (R-CA), member, House Financial Services Committee
9:15 – 9:25am Congressman Bill Huizenga (R-MI), Chairman, House Financial Services Subcommittee on Monetary Policy and Trade
9:25 – 9:35am Congressman Blaine Luetkemeyer (R-MO), Chairman, House Financial Services Financial Institutions and Consumer Credit Subcommittee
9:35 – 9:45am Congresswoman Linda Sanchez (D-CA), Member, House Committee on Ways and Means
9:45 – 9:55am Congresswoman Maxine Waters (D-CA), Ranking Member, House Financial Services Committee
TBD Congressman Brad Sherman (D-CA), member, House Financial Services Committee
TBD Senator Mike Crapo (R- ID), Chairman, Senate Committee on Banking, Housing, and Urban Affairs
9:55 – 10:40am Keynote Speaker Bob Schieffer – Former Moderator of Face the Nation and Former CBS News Chief Washington Correspondent
About CUNA
Credit Union National Association (CUNA) is the only national association that advocates on behalf of all of America’s credit unions, which are owned by 135 million consumer members. CUNA, along with its network of affiliated state credit union leagues, delivers unwavering advocacy, continuous professional growth and operational confidence to protect the best interests of all credit unions. For more information about CUNA, visit cuna.org. To find your nearest credit union, visit YourMoneyFurther.com.
