Paula Jeffrey 


Thursday, September 7, 2017 at 8:00 AM MDT
Friday, September 8, 2017 at 12:00 PM MDT

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Sheraton Albuquerque Uptown 
2600 Louisiana Blvd NE
Albuquerque, NM 87110
Call: 505-881-0000 and mention the Credit Union Association of New Mexico Group Code CI27AA  to make your reservation.

$119 a night Single/Double Occupancy
for the first 40 rooms.  Room Reservation Deadline: August 11, 2017.
Driving Directions 

Thursday, September 7th, 2017

8-9:00 am
Registration and Networking Breakfast

9-10:00 am - Opening Keynote 
From the Battlefield to the Boardroom: Secrets to High Performance Leadership 

Colonel Jill Morgenthaler

First Colonel Jill will enthrall you with her showdown with Saddam Hussein. In her signature keynote address, Colonel Jill shares the secrets to effective leadership through her unique HOOAH method: Heart, Optimism, Opportunity, Abilities, and Hands. This program provides step-by-step guidance so you can increase performance, boost morale, identify challenges, and overcome difficult people and situations.


Heart: It’s we, not me

Optimism: A strong leader provides hope

Opportunity: How to create ways to lead

Abilities: Finding strengths and minimizing weaknesses

Hands: A leader is engaged and pitches in 

10-10:15 am
CUANM Update

10:15 - 10:30 am

10:30-11:30 am - General Session
CU Data and Analytics: Knowledge IS Power

Anne Legg, Director of Client/market strategies for AdvantEdge Analytics

Are you relying on experience and your gut to help you make strategic decisions at your credit union? Or, are you using data to drive your decisions and move your credit union to the next level of service, growth, and profitability? This dynamic presentation will demonstrate the impressive gains in member service and top-line revenue, as well as reduced acquisition costs that can be attained by developing and implementing data and analytic strategy. However, to reap these benefits, credit unions need a roadmap to get started. We’ll share case studies from credit unions that have developed their data capabilities, insights into members’ data privacy and security concerns and CUNA Mutual Group’s 7-step conditional framework to help credit unions kick start and continue their data and analytic journeys. Don’t miss this opportunity to learn more about the “gems” that lies within your credit union’s data. 

11:30-12:30 pm
Networking Lunch

12:30-1:30 pm
Crisis in your Credit Union – Who is your Member going to call?

Credit Unions never want a crisis to hit but unfortunately it can happen.  Executing a plan is critical and can make or break your image.  Consider now when your Member calls the credit union – possibly in a panic! Who do you have answering those calls?  Most likely it will be your contact center. Are your agents ready and prepared?

Join Michael Barrio and Rayleen Pirnie as they share the elements necessary to manage and prepare your team for success especially under stressful circumstances.


1:30-1:45 pm

1:45 -2:45 pm 
Current Investment Trends and Strategies

Johnathan Jackson, CFA Advisor, Catalyst Corporate

 A “one-size-fits-all” approach doesn't work for investment portfolio management. A sound investment strategy should adhere to a credit union’s liquidity, interest rate risk exposure and earnings profile. This presentation will help credit unions determine a suitable strategy based on balance sheet needs, current economic environment, and permissible investments.

2:45-3:00 pm
Stretch Break

3:00-4:00 pm 
Building a Winning Marketing Plan

Amanda McMeans

Do you find that your marketing plan is a lot of repeating the same things year after year?  Do you feel like marketing is an unprofitable expense? This session details all of the must-have elements of a successful plan in order for marketing to be the most important and profitable investment your credit union makes.

This session will help you:

Learn how to prepare for writing your plan

Determine projected ROI for marketing efforts

Elements of an amazing plan.

5:00 - 6:00 pm

Reception hosted by Catalyst Group

Friday, September 8th, 2017

8-9:00 am
Networking Breakfast

9-10:30 am
When Women Thrive, So Does The Credit Union Industry

Lynn Heckler, EVP, Chief Talent Officer for PSCU

This session will explore the connection between the credit union movement and women in leadership. It will discuss specific strategies for improving gender balance in your credit union, and moving from awareness to action in creating an environment that unleashes the potential of women in leadership roles. 

10:30-11:00 am

11:00 - 12:00 pm
Don’t Forget Memory Workshop

David Lallier, Owner, Rapid Learning Programs  

Have you ever met someone for a second time and the first thing on your mind is "I remember your face but cannot remember your name?" Have you ever laid your keys down and said to yourself, "I forgot where I put my keys?" Would you gain value from being able to organize information in your head and retrieve it instantly?

If you answered yes to any or all of these questions, run do not walk to this workshop.

The "Don't Forget" memory workshop will make you laugh, have fun, learn, and be mre productive the minute you walk out of the room.

Cancellation, Substitution and Refund Policy:

You may cancel your registration and receive a full refund of your registration fee provided that your cancellation notice is emailed to Paula Jeffrey at by midnight of August 16, 2017. 

You may cancel your registration and receive a refund of 50% of the registration fee provided that your cancellation notice is emailed to Paula Lyden at by midnight of August 31, 2017.

We're sorry, but no refunds will be given for cancellations after September 1, 2017.  If you have any questions regarding this policy please email or call PaulaLyden. You may substitute participants without charge at any time; just notify us by emailing Paula Lyden at No shows will NOT be refunded. 

Supervisory Commitee Training is being held Sep. 8-9th - Register HERE