TOP OF THE HAY-ADAMS

800 16th Street NW I Washington, DC 20006

BY I N V I TAT I O N O N LY

FEBRUARY 25, 201810:00 AM - UNTIL 2:00 PM

UNDERGROUNDCOLLISION

Sponsored by

Thank you for attending the Underground Collision, hosted by Mitchell, Stankovic & Associates! Your presence here ensures credit unions’ presence tomorrow. Over the next few hours, we’ll bring the typical conference hallway discussions to the center stage. Welcome to the beautiful, historic Hay-Adams Hotel, featuring modern amenities while paying respect to its heritage—just like The Underground does for credit unions!

Try not to get too distracted by the awe-inspiring and humbling views of our nation’s capital, because we have a full, thought-provoking agenda. At our May 2017 Underground Collision in New York City, the Underground brought to light discussions—and actions—on provocative issues such as marijuana banking, what it means to truly collaborate, the need for and benefits of small and large credit unions, future leadership of the movement, mergers, and more!

As 2018 steamrolls ahead, this Underground Collision will be taking on credit union worst practices, social disaster recovery, aging boards, fake news, diversity, social justice and economic inclusion. We’ll also have some surprise announcement for you, so hold on to your seats!

Credit union executives have shared with us they expect 2018 to be a banner year. That only comes with persistence, adaptation and sweat equity! You are the credit union people to make that happen! Thank you for joining us, and enjoy the program.

Sincerely

QUESTIONING THE DIVISIVE RHETORIC THAT HAS ENGAGED AND ENRAGED US

Acceptance Corp Led by Shana Richardson, CEO, Ser TechnologyKathryn Davis, President/CEO, BALANCE Corp.

Coming SOON! The Underground is working to create a system to bring in the most financially vulnerable consumers and rehabilitate their financial situation to introduce them to the credit union movement.

CU Tragedy Response Led by Joe Schroeder, President/CEO, Ventura County CULynn Heckler, EVP Chief Talent Officer, PSCU

The U.S. was hit with numerous natural and man-made disasters in 2017, from the California wildfires to the hurricanes in Texas to the shootings in Vegas and elsewhere. Learn about long-term Social Disaster Recovery, including lessons learned, what lies ahead and the role actively engaged credit unions can play in a coordinated response.

10:00 AMWelcome Sue Mitchell, CEO, Mitchell, Stankovic & Associates

10:10 AMCU Vision for the Future Brandi Stankovic, Managing Partner, Mitchell, Stankovic & Associates

10:30 AMMedia’s Role in CU Reality vs Fake News Everyone from political pundits to the president of the United States is shouting “fake news,” but what does that really mean? In the race for website page views, credit unions may be experiencing increasing difficulty in grabbing headlines in their local publications and the trade press. And even when you do, consumers’ mistrust of the media taints the picture you’re trying to paint as ‘good guys,’ to say nothing of the press coverage all the data security breaches have garnered.

Sarah Snell Cooke, Principal, Cooke

Consulting Solutions

Randy Smith, Co-Founder/Publisher,

CUinsight

Frank Diekmann, Cooperator-in-Chief,

CU Today

Matt Davis, Founder, gameFI

11:00 AMCredit Union Diversity, or Lack Thereof Credit unions represent diverse communities from a socio-economic perspective, gender, ethnicities, sexual orientation, age, and many other categories you can name. But does the leadership recognize the importance of inclusion at all levels? The panel of experts will discuss how to get different types of people engaged in credit unions and the trade associations.

Linda Bodie, President/CEO,

Element FCU

Stacey Walker, Board Member,

XCEL FCU

Paul Norgove, CEO, Police Credit

Union (UK)

12 NOON Lunch

Randy Karnes, CEO, CU*Answers

Chip Filson, Chairman, Callahan &

Associates

Jim Blaine, retired CEO, SECU (NC)

Patsy Van Ouwerkirk, Consultant, Mitchell,

Stankovic & Associates

11:30 AMCredit Unions’ Worst Practices Credit union personalities who’ve been around the block discuss credit union business practices gone wrong. Wrong for the member-owners. Wrong per NCUA. Good intentions mean nothing when there’s poor execution.

12:30 PMSpeed Dating Knowledge CafésFor 20 minutes each, you’ll sit down with your colleagues to discuss your choices of:

Social Justice and Financial Inclusion Led by Steve Stapp, President/CEO, Unitus Community CUGreg Dietrich, Marketing & Community Development, Frankenmuth Credit Union

Credit unions must work smarter, not necessarily harder, to reach more members and generate awareness. What is a cooperative’s role in 2018 and have we lost that focus?

Dead and Gone Led by Nancy Herbert, Board Chair, Elevations CULiz Winninger, CEO, Xtend, Inc.

Credit union volunteers and loyal members are aging. Credit unions must find ways to engage younger board members, employees and members. How can you reach future generations through your loyal members?

Steve Stapp Greg Dietrich

Nancy Herbert Liz Winninger

Shana Richardson Kathryn Davis

Joe Schroeder Lynn Heckler

1:55 PMToast to the Future

1:45 PMAction PlanWe’ll gather together as one group again to review the table discussions and ideas for solutions to be explored by The Underground.

Brandi StankovicSue Mitchell

Past Underground Results• Acceptance Corp., automating service to the

most vulnerable consumers• Obtaining legal opinions on marijuana banking• Political advocacy task forces• Student lending initiatives• Social disaster recovery movement underway