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2015 Conference Agenda

Register for the 2015 NYIB Conference


2015 NYIB Annual Conference

July 29-31, 2015

Omni La Mansion del Rio on the Riverwalk – San Antonio, TX

  Tuesday, July 28th

12:30 to 4:30 – Claim Your Youth Pre-con/User Meeting – Veramindi

Claim Your Youth invites current as well as potential clients to attend this special pre-con (that means it’s open to all!). In this special session, you will get to know Claim Your Youth, be able to network with current clients and be among the first to see some new products revealed!  You will also hear from guest speaker, Paul Stull on brand continuity.  And did we mention that lunch is provided?  Seating is limited to 50 so RSVP soon!

 

2:00 to 5:00 pm – Registration Open

5:00 to 5:45 pm – Zumba Energizer
Join us for team building to a fun beat (no rhythm required)! This will be a 45 min. dance fitness program, taught by a certified instructor. All fitness levels are welcome as this is more of a fun, networking event!

6:45 pm – Dine Around

Join us after the Commit2BFit Zumba (leaving the hotel lobby at 6:45) to Dine Around San Antonio! Select one of six restaurants and join your fellow NYIB’ers for a no-host night out. The San Antonio Riverwalk has a diverse and vibrant restaurant scene- there is sure to be something for everyone’s tastes! You can select your dining option at the registration table starting at 2:00pm on Tuesday.

 

Wednesday, July 29th

8:00 to 5:00 pm – Registration Open

8:00 to 8:30 am – First Time Attendees – NYIB Intro
How to get the most out of your conference experience—First time attendees (or anyone who would like to attend) are invited to learn about the history of NYIB and how to take advantage of all that the conference has to offer. You would especially want to catch this session if you are new and would like to build your network!

8:30 to 9:00 am Exhibit Hall Open with Continental Breakfast

9:00 am Welcome/Kick-off

9:30 to 10:45 am – General Session: Generational Marketing (Gordon Fowler, President/CEO, 3fold Communications)
Communicating effectively between generations is essential for building relationships and business in a hyper-connected world. Yet navigating between generations can be difficult and sensitive. Generational Motivation examines how to use marketing messages effectively to succeed in today’s marketplace with the additional challenge of generational complexities: the different demands, values and preferences of today’s multigenerational consumers. You’ll enjoy this interactive presentation packed full of valuable examples, humor, and specific takeaways to apply to your industry, team, and even *gulp* your own family!

10:45 to 11:00 am – Break & Exhibit Hall Open

11:00 am to 12:15 pm – General Session: Taking the Mystery Out of Money (Bill Pratt, Vice President & Co-Founder, The Money Professors)
Tips and tricks for presenters to make learning about money FUN for the presenter and for the students. Bill Pratt’s keynote is an entertaining and engaging look at how financial literacy and money topics have been twisted to seem much more confusing than they really are. Bill will clear up the confusion and show how easy it can be to create a message that is personal, relevant and easy for students to understand and take the mystery out of money for good.

12:15 to 12:30 pm – Exhibit Hall – Vendor Introductions

12:30 to 2:00 pm – Lunch on your own

2:00 pm to 3:15 pm – Concurrent Breakout Sessions:

Student-Run Branches
Panel of experts discussing ways to implement a student-run branch program for any budget and any age group. We will have three credit union professionals from various credit unions who have implemented and now operate very different student-run branches. You will hear ideas to take back that will fit any budget or credit union size. Some branches may have an actual building on campus and are open daily, while others set up using only a table and are only open on a weekly basis. Remember, student branches are NOT one size fits all.

Sharing Your Story and Building Your Network (Bill Pratt)
Bill Pratt has two philosophies … if they are not laughing then they are not learning. And if you can’t get them to laugh with you, then get them to laugh at you. You don’t have to be a standup comedian to connect with youth. Learn how to use your personal stories so students can avoid making the same mistakes. How else do you keep them laughing? Learn some fun hands-on activities to help the students teach each other without even trying. Participants are guaranteed to laugh, learn, and gain a new perspective on how much fun it can be to teach youth about money. Learn how to share your own personal financial challenges with students to make your presentations more real and attention grabbing. Get buy-in from key players like senior staff, leagues and foundations and your students!

Build Good Money Habits Younger and Make a Difference
We spend so much effort and time breaking bad money habits in our teens and young adults — sometime when it’s too late. We should be flipping the model to focus more on building good habits younger when kids are in elementary and even preschool. Credit unions are leaders in community financial literacy and are uniquely positioned to lead this youth money movement that is only building momentum. Using numbers, examples, stories and humor, John Lanza, The Money Mammals Kids Club’s Chief Mammal will delve into the data behind why it’s critical to start the process younger and will include strategies focused on how teachers, credit union educators and, yes, parents can teach core financial literacy messages, no matter what their financial expertise level. A strong, innovative, incentive-based youth money smarts program can help credit unions better connect with families and schools, helping build financial literacy skills, their brands and their bottom lines.

3:15 to 3:30 pm – Break & Exhibit Hall Open

3:30 to 4:45 pm – Concurrent Breakout Sessions:

Dynamic Reality Fairs
Learn how to facilitate memorable reality fairs for any size group. From organizing a reality fair to marketing and facilitating it, this session will take you through all of the steps to make your next reality fair a huge success!

Financial Education Across the CU World
Ideas for credit unions of all sizes and resources to get into the community and spread financial education. In this session, a panel of two experts from differing credit union sizes and membership bases will speak on how to connect with youth in order to facilitate financial education. Following will be a lively discussion from NEFE, a FREE resource that can help any budget get into the community. If you are not school-based and seem to have a hard time finding youth groups to present to, or finding the resources to present (due to limited staff and/or funding), this session will give you ideas to combat these challenges.

Measuring Impact and ROI
New strategies for showing the impact that you are having on students with financial education and the return on investment for credit unions and the community. This credit union has been tracking their success and has been doing ROI reports each year. Impress your management team and Board of Director—learn how to set up reports that include a dashboard, goals and actual results. Tracking helps credit unions learn which programs might need more work, what they are doing well and areas for improvement.

4:45 to 6:00 pm - Vendor and Networking Reception

6:30 pm – River Run 5K

The Money Mammals are excited to sponsor the cost of a fun 5K Riverwalk run @ 6:30pm on Wednesday the 29th – up to 20 runners at $20/runner (only a $.50 transaction fee per runner)!  This will be a guided tour along Riverwalk with plenty of stops and opportunities for pics along the way.  You don’t have to be a “runner” to take part in this fun activity!

 https://fareharbor.com/rivercityrunsa/items/5645/availability/6764995/book/

Thursday, July 30th

8:00 to 5:00 pm – Registration Open

8:30 to 10:00 am – Regional Meetings with Breakfast Buffet
A chance to find out what credit unions around you are doing in youth marketing, financial education and outreach and elect our Northern State Regional Coordinators.

10:00 to 10:30 am – Break & Exhibit Hall Open

10:30 to 11:45 am – General Session: Buried in a Pringles Can (Matt Davis, President of 6th Story and Founder of gameFI and cuwatercooler.com)
How to get YOUR innovative ideas noticed! It’s about happy accidents, constant incremental improvement, and how innovation helps mature industries avoid death. More important, this presentation is about what making ideas happen does for the creator. The last wish of the inventor of the Pringles can was to be buried in his creation…it’s a powerful, albeit humorous, message. Do something in your career that you’re proud of!

11:45 am to 1:00 pm – Lunch on your own

1:00 to 2:15 pm – Concurrent Breakout Sessions:

College Bound
Preparing students for college and capturing them as credit union members. Many schools don’t have counselors, leaving many students without the information they need to help them prepare for college. Learn how your credit union can help your students (and their parents) get better prepared for college, thereby strengthening the relationship with the credit union and earning a lifelong member.

Dynamic Reality Fairs
Learn how to facilitate memorable reality fairs for any size group. From organizing a reality fair to marketing and facilitating it, this session will take you through all of the steps to make your next reality fair a huge success!

Financial Education Across the CU World
Ideas for credit unions of all sizes and resources to get into the community and spread financial education. In this session, a panel of two experts from differing credit union sizes and membership bases will speak on how to connect with youth in order to facilitate financial education. Following will be a lively discussion from NEFE, a FREE resource that can help any budget get into the community. If you are not school-based and seem to have a hard time finding youth groups to present to, or finding the resources to present (due to limited staff and/or funding), this session will give you ideas to combat these challenges.

2:15 to 2:45 – Break & Exhibit Hall Open – Vendor Door Prize Drawings

2:45 to 4:00 pm - Concurrent Breakout Sessions:

Measuring Impact and ROI
New strategies for showing the impact that you are having on students with financial education and the return on investment for credit unions and the community. This credit union has been tracking their success and has been doing ROI reports each year. Impress your management team and Board of Director—learn how to set up reports that include a dashboard, goals and actual results. Tracking helps credit unions learn which programs might need more work, what they are doing well and areas for improvement.

The Gamification of Financial Services
Hear how you can use game mechanics and tighter feedback loops to motivate better behavior, knowledge retention and engagement. Everyone’s talking about gamification in education, parenting, and business. When Matt Davis published a Filene report on the gamification of credit unions several years ago, it began an important discussion about how game thinking can be applied to our world: both from an employee engagement and a member relationship standpoint. He’s excited to teach us about how game thinking can optimize youth education and youth involvement initiatives.

Build Good Money Habits Younger and Make a Difference
We spend so much effort and time breaking bad money habits in our teens and young adults — sometime when it’s too late. We should be flipping the model to focus more on building good habits younger when kids are in elementary and even preschool. Credit unions are leaders in community financial literacy and are uniquely positioned to lead this youth money movement that is only building momentum. Using numbers, examples, stories and humor, John Lanza, The Money Mammals Kids Club’s Chief Mammal will delve into the data behind why it’s critical to start the process younger and will include strategies focused on how teachers, credit union educators and, yes, parents can teach core financial literacy messages, no matter what their financial expertise level. A strong, innovative, incentive-based youth money smarts program can help credit unions better connect with families and schools, helping build financial literacy skills, their brands and their bottom lines.

4:00 to 5:00 pm – General Session: Best (and Worst) Practices
We all love to hear success stories but it is sometimes just as helpful to hear what NOT to do.  This fun and engaging session will showcase some of the most successful credit union ideas, along with some flops!

6:00 to 9:30 pm – Annual Meeting, Dinner & Awards Ceremony at Buckhorn Saloon

Come dressed in your best Texas attire (or business casual if you don’t want to dust off the hat and boots) for a celebration of the 2014-2015 school year show stoppers!

 

Friday, July 31st

8:30 to 9:00 am – Continental Breakfast

9:00 to 10:15 am – General Session – Biz Kids Showcase
Hear about the Cornerstone Credit Union Foundation’s “shark-tank style” best practice! The conference will end with a bang when you meet the latest young student winners and even have a chance to help their new business! Attendees are encouraged to bring school supplies and/or a donation to assist this innovative team of youth!

10:15 to 11:30 am – General Session: Ruddered for Success (Scott Rose, CEO of Alliance Federal Credit Union in Lubbock, Texas)
How to take your ideas and run with them … become your CU ACE! Sure, learning all of this “stuff” is great but what do you do when you return to the real world? Take away action steps on ways to pitch your best conference take-aways and impact your credit union! Even in the face of strong winds, a rudder directed by the hands of a skilled captain can guide a huge ship. Like a rudder, certain skills in our life, work, and wealth pursuit can steer us into either smooth or rough waters.  By cultivating your talents, training and developing your skills, and persevering through times of growth and adversity, you can sail on well into the future. Scott Rose will tap into 25 years of CEO leadership experience to introduce strategies that lead to success.

 

11:30 to 11:45 am – Closing Remarks

 

 

Register for the 2015 NYIB Conference