ftsi-logo_new-1
MAY 19 10 AM - 5 PM
1259 AALA ST Honolulu, HI
NETWORKING WITH PEERS
INDUSTRY EXPERTS

You Are Invited!

This exclusive, invite only event will give you a chance to connect with C-level and senior executives, participate in thought leadership discussions, hear industry insights, and share best practices with one another.

Credit unions are dealing with new and unique challenges that will shape the future. These have accelerated existing trends within the credit union industry such as digital transformation, consolidation, and member centricity. As a result, credit union executives must confront a long list of mandates with tight resources. Prioritizing action will be critical.  In this summit, we’ll help you develop a digital strategy that will remove boundaries from your credit union, connecting you with the world.

About

This event is free to members of the Hawaii Credit Union League and will be hosted in person at the HawaiiUSA Federal Credit Union Community Room in Honolulu, HI on May 19, 2022 from 10am to 5pm (HST). Since space is limited, in-person registration will be limited to 3 seats per financial institution.

Can't Join Us in Person?

This event will also have a virtual attendance option for those that can not make it in person. If you would like to join us virtually, please specify on the registration form and we will send you a virtual meeting invite to join.

SPEAKERS

Iris Ikeda

Commissioner of Financial Institutions, Hawaii Department of Commerce and Consumer Affairs

George Hofheimer

Founder, Hofheimer Strategy Advisors

Casey Boggs

President & Chief Reputation Officer, ReputationUs’

Brett Wooden

Senior Vice President of Innovation, FTSI

Travis Hoban

Chief Technology Officer, FTSI

Lisa Huertas

Chief Strategy & Growth Officer , FTSI

ABOUT OUR SPEAKERS

Iris Ikeda | Commissioner of Financial Institutions, Hawaii Department of Commerce and Consumer Affairs 

Commissioner Ikeda serves as a board member of the CSBS (Conference of State Bank Supervisors, the national organization of state bank commissioners), the chair of the CSBS State Coordinating Committee (which coordinates all multi-state exams with the Consumer Financial Protection Bureau (“CFPB”)), and member (former chairperson) of the CSBS Legislative Committee, as well as a task force on AML Act which works with FinCEN. Ms. Ikeda served as Chairperson of the Conference of State Bank Supervisors (“CSBS”) District V (twelve Western states) for five years and was a member of the CSBS Finance Committee. 

Commissioner Ikeda is also the chairperson of CANNRA Banking and Finance subcommittee (Cannabis Regulators Association). This organization was created to focus on cannabis obstacles and issues faced by states. 

Ms. Ikeda has a breadth of experience in banking as she has worked at a state-chartered depository financial services loan company (formerly known as an industrial savings bank), a state chartered denovo bank, and a national savings bank. Ms. Ikeda is a 2007 graduate of Pacific Coast Banking School and has an undergraduate degree from the University of Hawaii at Manoa, and a law degree from Willamette University College of Law. 

 

George Hofheimer | Founder, Hofheimer Strategy Advisors

George began his career in international business development, including as a member of the first group of Peace Corps Volunteers in the former Soviet Republic of Uzbekistan and obtained his MBA from the University of Wisconsin-Madison. George Hofheimer has 20+ years experience advising the consumer finance industry. George was the head of research and development at Filene Research Institute, the credit union industry's think tank, for 15 years. Previously he was the chief learning officer at CUES, the credit union industry’s leading executive education association for 8 years. He has conducted nearly 400 advisory and speaking engagements with consumer finance organizations across the globe and authored dozens of research reports. 

 

Casey Boggs | President & Chief Reputation Officer, ReputationUs'

ReputationUs’ President and Chief Reputation Officer, Casey Boggs is a highly rated and respected speaker specializing in reputation management and crisis mitigation for businesses and nonprofits. As an organization’s image can change in a blink of an eye due to a crisis, Boggs outlines actions to take to enhance and advance reputations BEFORE a crisis defines your organization. Prior to forming ReputationUs, Boggs was president of LT Public Relations, directing the strategic communications efforts for corporations, financial institutions, law firms, hospitals and public sector clients. Prior to LTPR, Boggs served as public relations director at AIG, leading the public relations efforts of six affiliated companies. Boggs also managed accounts for two of the world’s largest public relations firms, Waggener Edstrom and Weber Shandwick. Clients included Microsoft, JP Morgan, Bank of America, Credit Suisse and Allstate. Boggs began is career as a broadcast buyer for the national advertising agency Hal Riney & Partners.  

 

Brett Wooden | Senior Vice President of Innovation, FTSI

Previously a Chief Operations Officer at a credit union in the Northwest, Brett Wooden was named the Northwest Credit Union Association’s Young Credit Union Professional of the Year in 2011, 2020 Credit Union Magazine Rockstar, and a Credit Union Times’ 40 and Under Trailblazer for setting a national trend using tablet technology to take financial services into the field. Brett thrives on helping others embrace and utilize new business development strategies in today’s changing world. He is a frequent speaker at CUNA and technology conferences around the country.

 

Lisa Huertas | Chief Strategy & Growth Officer, FTSI

For more than 20 years, Lisa has worked with bank and credit union leadership teams to understand and develop their vision, strategy, culture, and critical technology. Previously serving the industry as the Chief eXperience Officer for a technology-forward credit union, Lisa has compelling insight for financial institution leaders.

 

Travis Hoban | Chief Technology Officer, FTSI

Travis joined the FTSI team in 2017. He has over 10 years of experience in the financial industry, and was previously with Bank of the West and NCR. He is passionate about helping financial institutions utilize technology to gain efficiencies and grow revenue. Some of his areas of expertise include blockchain technology, enhanced self-service, and ATMaaS.

 

Event Agenda

Thursday, May 19th

The Outside Perspective

This presentation gives your organization an outside perspective that will discuss stress testing (and strengthening) your strategy. Learn about the importance of conducting quarterly strategy check-ins with the senior management teams and developing planning session(s). This type of activity is a significant step above the typical 'weekend retreat' planning approach.  

  • 10:00am - 10:30am
  • George Hofheimer  

Important Trends for Credit Unions in 2022

Every credit union has experienced challenges over the past two years due to significant margin compression and an extended low interest-rate environment. As those pressures continue to adversely influence earnings, the way in which credit unions measure effectiveness will need to evolve. High-performing organizations improve operational efficiency by increasing revenue. For credit unions, that means driving stronger member relationships to drive higher balances. We’ll discuss these trends to help position your credit union to continue to move forward.  

  • Increased Relevance in Digital Banking 
  • The Role of the Branch 
  • FinTech Collaboration 
  • 10:30am - 11:00am
  • Lisa Huertas

Hawaii's Cryptocurrency Update

Iris Ikeda has served as the State of Hawaii Commissioner of Financial Institutions since 2011. Ms. Ikeda is one of the preeminent thought leaders for crypto adoption and regulation in the U.S.. Please join us for an informative update on the following:

  • Crypto usage and adoption in the state of Hawaii
  • Hawaii’s Digital Currency Innovation Lab
  • Hawaii’s legislative update and recently formed Crypto Task Force
  • 11:00am - 11:30am
  • Iris Ikeda

Digital Technology Trends Today

Modern technology has become essential to meet members needs in financial services, but credit unions simply do not have the same budgets as large banks. In this session, you’ll learn how to leverage today's technology without the big expense. We’ll introduce new technology and strategies that remove boundaries, helping your credit union improve services, better serve members, and grow – without being prohibitively expensive. You’ll also learn how credit unions are finding creative, budget-friendly ways to leverage digital technology today.

Learning Objectives:

  • Reviewing today’s technology landscape
  • Discussing credit union examples
  • Assessing where your credit union ranks within the digital space
  • 11:30am - 12:00pm
  • Brett Wooden

Developing a Successful Cryptocurrency Strategy

Blockchain and cryptocurrencies are disrupting the financial industry and their market share is estimated to be worth as much as $10 trillion dollars. Discover how financial institutions are implementing cryptocurrency and blockchain strategies to evolve, stay relevant, and generate revenue. 

  • 12:00pm - 12:30pm
  • Travis Hoban

Break for Lunch

  • 12:30pm - 1:15pm

Digital Reputation Management

In the immortal words of Warren Buffet, “It takes 20 years to build a reputation and five minutes to ruin it.  If you think about that, you’ll do things differently.”

In today’s polarizing and fast-moving environment, a credit union’s reputation is constantly on the line. It is critical for credit union leaders to recognize how to enhance, advance and protect the credit union’s valuable reputation during these uncertain times.  Casey Boggs will lead a discussion on how to monitor and manage the “digital conversations” that ultimately shape a credit union’s overall reputation.

  • 1:15pm - 2:00pm
  • Casey Boggs

Digital Strategy Blueprint Workshop (In-Person Only Event)

Credit unions are dealing with new and unique challenges that will shape the future. These have accelerated existing trends within the credit union industry such as digital transformation, consolidation, and member centricity. As a result, credit union executives must confront a long list of mandates with tight resources. Prioritizing action will be critical.  In this workshop we’ll develop a digital blueprint of success that you can bring back to your credit union. 

Key Objectives: 

  • Defining Hopes and Fears 
  • Identify Focus Areas  
  • Create Strategic Statements  
  • Track Progress 
  • 2:00pm - 5:00pm
  • Lisa Huertas & Brett Wooden

Registration is now closed

© 2021 — FTSI