Innovation and implementation to be celebrated at CUNA Community Credit Union & Growth Conference

Mark Wolff – CUNA Communications; (202) 508-6764;
Amy Nigrelli – CUNA Marketing; (608) 231-4246;

MADISON, Wis. (July 12, 2011) – Credit Union National Association (CUNA) will host its 2011 Community Credit Union & Growth Conference October 24-27 in San Francisco. Credit union professionals will discover how to turn growth-generating ideas into action plans, as this year’s conference theme is “Where innovation takes flight and growth happens.”

In addition to keynote speakers Jeanne Bliss and Doug Hall, the conference will feature many industry and topic experts. “Ms. Bliss and Mr. Hall, in addition to the rest of the thought leaders at this conference, will provide insights on best practices, the state of the credit union movement, growth strategies, innovation and membership growth,” says Bill Cheney, President &CEO of CUNA. “We’re looking forward to providing a forum where credit union leaders can hear and share new ideas and put their growth plans into action.”

CUNA will present the Community Credit Union of the Year Award at the conference. The award is bestowed on community credit unions that have reached new heights in serving their communities. Only four credit unions receive this prestigious award each year, with a first place and honorable mention winner in each asset category of under $250 million and over $250 million.  To see a list of 2010 winners and to learn more about how to submit an entry, please click here. The deadline for submissions is July 25, 2011.

Conference sessions and workshops will be built around important issues such as serving members of modest means, supporting microenterprise, reaching out to the Hispanic community and generating sustainable growth strategies.

Attendees will also discover innovative methods for growing credit unions from an organizational perspective, such as creating a high-performance sales culture and recruiting board members that reflect the changing demographics of a credit union’s membership.  See below for a complete list of session topics and speakers.

To facilitate participation by operational teams, CUNA is offering a special rate to credit unions that bring three or more attendees.

To register or to learn more about the Community Credit Union & Growth Conference, visit

Session Topics and Speakers


Accelerating Your Innovation Process, Doug Hall, CEO of Eureka! Ranch

I Love You More Than My Dog: The Impact of Company Culture, Jeanne Bliss, Founder of CustomerBliss

General Sessions:

Legislative & Regulatory Update, Ryan Donovan, Vice President of Legislative Affairs, CUNA; Mary Dunn, Senior Vice President and Deputy General Counsel , CUNA

Economic Outlook for Credit Unions, Steve Rick, Senior Economist, CUNA

The Credit Union Road Trip, Mark DeBellis, President, PSB Integrated Marketing



Mad City Money Simulation, Phil Heckman, Director of Youth Programs, CUNA; Joanne Sepich, Director of Promotional & Ancillary Products, CUNA

Developing a High-Performance Sales Culture, Carla Schrinner, Implementation Manager, Creating Member Loyalty™, CUNA

Building a Younger Cooperative, Brent Dixon, Advisor, Filene Research Institute, and Founder, The Habdash


Breakout Sessions:

Best Practices from Successful Community Credit Unions, Jim Blake, President and CEO of HarborOne Credit Union; Erika Bell, Vice President, Strategy and Services, Latino Community Credit Union

Return on Innovation, Matt Davis, Director of Innovation, Filene Research Institute; Denise Gabel, Chief Innovation Officer, Filene Research Institute

Creating Sustainable Growth Strategies, Josh Allison, Relationship Development Manager, Horizon Credit Union

C³: Aligning Credit Unions, Communities & Consumers Through Microenterprise, Scott Butterfield, Principal, Your Credit Union Partner

Executing Innovation: A Panel Discussion, Julie Ferguson, Owner, JRF Consulting Services, LLC; Amy McGraw, Manager, Growth, Business Development and Marketing, Public Service Credit Union; Brett Wooden, Business Development Manager, Unitus Community Credit Union

Product Strategies to Attract & Create the Loyalty of the Hispanic Community, Miriam DeDios, Vice President, Coopera Consulting; Warren Morrow, CEO and Founder, Coopera Consulting

Leadership Skills That Lead to Growth, Julie Ferguson, Owner, JRF Consulting Services, LLC

New Vision for Lending: An Interactive Discussion, David Polet, Program Manager-Voice of Customer, CUNA Mutual Group

How to Avoid the Five Biggest Post-Merger Heartaches, Frank Drake, Partner, Smith Debnam Narron Drake Saintsing & Myers

Credit Union Mission, Meaning & Staff Motivation, Matt Purvis, Vice President, Northwest Community Credit Union

Strategic Recruitment for the Ideal Board, Jeff Rendel, President, Rising Above Enterprises

The Benefits of Serving Members of Modest Means, Mark Lynch, REAL Solutions Field Coach, National Credit Union Foundation

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About CUNA:
With its network of affiliated state credit union leagues, Credit Union National Association (CUNA) serves 90 percent of America’s 7,700 state and federally chartered credit unions, which are owned by nearly 92 million consumer members. Credit unions are not-for-profit cooperatives providing affordable financial services to people from all walks of life. For more information about CUNA, visit or the CUNAverse blog and follow @CUNAverse on Twitter. For more information about credit unions, visit and follow @asmarterchoice on Twitter.

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