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POST MEETING RESOURCES

SUMMARY & PRESENTATIONS

Facilitator’s Summary

Shari Storm Presentation

PHOTOS

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FEATURING

Facilitator: Jeff Carpenter
President & CEO, WEOKIE FCU

Jeff is the President & Chief Executive Officer of WEOKIE Federal Credit Union located in Oklahoma City, Oklahoma. WEOKIE was chartered in 1969 to serve Western Electric of Oklahoma (WEOKIE) and today serves the eight counties of Metro Oklahoma City. WEOKIE has 229 employees, 63,469 member-owners, 13 locations, $952M loans and $1.4B in assets.

Having celebrated 35 years in credit unions in March of this year, Jeff has served in numerous roles in the credit union movement including; founding Chair of the First Miami University Student & Alumni FCU and executive positions at the Ohio and Oklahoma Credit Union Leagues, US Central Credit Union, Credit Union National Association (CUNA), American Association of Credit Union Leagues (AACUL) and Wright-Patt Credit Union. Jeff was most recently the CEO of CME Federal Credit Union in Columbus, Ohio, a position he held from January 2016 through November 2020. He is a graduate of the Credit Union Development Education Program (1990) and the Southwestern Graduate School of Banking (1994).

Throughout his career, Jeff has focused on organizational strategy and planning at his organization or assisting other organizations in developing their strategy throughout the United States and internationally with the World Council of Credit Unions. He assumed his current role in November 2020. Jeff is a board member of First Rate Title, First Rate Auto, Credit Union Service Center of Oklahoma, Credit Union House of Oklahoma and DoubleCheck CUSO.

Jeff is proud father of two incredible athletes, students, and individuals. When he isn’t thinking about credit unions, he can be found cheering for his kids alongside his wife of 25 years, Kim.

Shari Storm
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Shari spent 16 years as an executive at a Seattle credit union, where she oversaw marketing and IT.

Her proudest accomplishments at Verity Credit Union included being named an Innovator of the Decade by Net. Banker, heading up the successful Verity Mom campaign, and participating in Filene’s prestigious i3 program.

Her first book, Motherhood is the New MBA: Using Your Parenting Skills to be a Better Boss was published by St. Martin’s Press. With almost 20,000 copies sold, it has been translated into Mandarin and purchased for publications in four countries. The book has received tremendous press, including Time and Redbook magazines, Martha Stewart’s radio, BusinessWeek online, the Costco Connection and the cover of the Metro News New York, to name a few.

Shari has been named a Woman of Influence by CU Times. She has been featured in American Banker, Credit Union Management, and The CEO Report.

Shari received her undergraduate degree from University of Washington and her MBA from Seattle University.

Recruit, Retain, Mentor, Motivate

How do you recruit and retain top talent when your compensation budget is smaller than your competitors? Learn techniques for building an environment that is drama free, where employees feel valued and empowered. Often small shifts in the way we treat our employees can have long and lasting impact on their job satisfaction. We will discuss ways of handling staff during difficult times, particularly organizational changes.

Jim Nussle
President & CEO, Credit Union National Association

Jim Nussle
President & CEO, Credit Union National Association

Jim Nussle was named president and CEO of the Credit Union National Association in September 2014. Nussle, is a former eight-term congressman and director of the White House Office of Management and Budget (OMB).

CUNA is the largest and most influential national financial services trade association advocating for America’s credit unions. There are nearly 5,500 credit unions nationwide, with 130 million members and almost $1.5 trillion in assets.

Nussle has long admired the grass roots advocacy strength of the credit union movement. In Congress, he witnessed firsthand the enthusiastic advocacy of America’s credit unions.

Nussle served in the U.S. House of Representatives from 1991-2007 as a Republican representative from the State of Iowa. From 2001-2006, he served as chairman of the House Budget Committee, a key panel that oversees the federal budget process, including review of all bills and resolutions on the budget. In addition he was a member of the House leadership and served on the Banking and Ways and Means Committees.

In 2007, President Bush tapped him as the 36th director of OMB, the largest office within the Executive Office of the President of the United States. As OMB director, he was a member of the president’s cabinet.

Nussle also served on the founding board of Growth Energy, a trade association of renewable energy companies and industry partners. He was recruited by his fellow board members in 2010 to help lead the organization as its President and COO. During his tenure, Growth Energy nearly doubled its revenue, increased membership by 18% to become the largest renewable energy association, and successfully navigated several regulatory and legislative challenges.

In his early career, Nussle served his community for four years as a first responder and firefighter with the Manchester Volunteer Fire Department. He also spent four years as the Delaware County Attorney, the chief prosecutor and civil attorney for the jurisdiction and established his own law practice. Nussle also serves as a director on the boards of Thrivent Mutual Funds, PRA Group Inc., and as a special advisor on the advisory board of AVISTA Capital Partners.

In addition, he volunteers his time with The National Down Syndrome Society and as President of Epiphany Lutheran Church Congregational Council, where you can often find him “sitting in” playing guitar in the praise band for Sunday services.

A native Iowan, Nussle received a degree in political science from Luther College in Decorah, Iowa, and his law degree from Drake University in Des Moines. Nussle and his wife, Karen live in Wisconsin, and have two adult children.

AGENDA

VIEW RESORT MAP

WEDNESDAY, NOVEMBER 1

1:00 – 2:00 p.m. (Azalea C – F, Conference Center)
Conference Check-in

2:00 – 4:30 p.m. (Azalea C – F, Conference Center)
General Session

  • Recruit, Retain, Mentor, Motivate – Shari Storm (Sponsored by Corporate One FCU)
  • Roundtable Discussion

4:00 p.m.
Hotel Check-In

6:00 – 8:00 p.m. (Lagoon Room, 2nd Floor, Historic Main Building)

  • Beverage Reception, sponsored by Corporate One FCU
  • Dinner, sponsored by Dolphin Debit

THURSDAY, NOVEMBER 2

7:15 – 8:15 a.m. (Azalea A – B, Conference Center)
Buffet Breakfast

8:30 a.m. – 12:00 p.m. (Azalea C – F, Conference Center)
General Session

  • Jim Nussle, Credit Union National Association
  • Roundtable Discussion

Afternoon & evening on your own – Enjoy the cuisines and scenes of Point Clear and Fairhope! (Advance restaurant reservations strongly recommended.)

Optional Add-On: Golf, 1:00 p.m., Lakewood Golf Club

FRIDAY, NOVEMBER 3

8:00 – 10:30 a.m. (Azalea C – F, Conference Center)

  • In Meeting Room Continental Breakfast
  • Roundtable Discussion

11:00 a.m.
Hotel Check-out

TIPS FOR ALL PARTICIPANTS

  • Location: Marriott Grand Hotel, 17855 Scenic Hwy 98, Fairhope, Alabama 36532.
  • Resort Map: https://www.grand1847.com/Resort-Map-4.html
  • Hotel Registration:  Located in the lobby of the Historic Main Building. Check-in is 4:00 PM. The hotel’s bell staff can hold your luggage until your room is ready if needed.
  • Hotel Reservation Changes: If you need to make changes to your hotel reservations, please contact the hotel at 251.928.9201.
  • Parking:  Valet parking is available for $32 per night. Complimentary self-parking is available across the street from the resort’s main entrance and in limited quantity inside the resort around the North Bay House and the Spa Building.
  • Meeting:  Most of our functions will be held in the hotel’s conference center, in the Azalea rooms.
  • Attire:  Resort casual.  Please bring a light sweater/jacket for your individual comfort as meeting room temperature may vary.
  • What’s included: Participant registration includes conference program and food & beverage functions specified in the agenda. Guest registration includes Wednesday reception & dinner and Thursday buffet breakfast.
  • Questions?  Contact events@mscua.com.

TIPS FOR GOLFERS

  • Please arrange for your own transportation to the course, which is located directly across the street from the hotel complex. (View a resort map.)
  • A bag lunch will be provided for you at the golf course.
  • The green fee, beverage cart, and any additional individual orders/expenses are individual pay. Please check in with the Pro Shop upon arrival at the course to arrange your billing (you may pay with a card or have the charges billed to your room).
  • You may wish to consider wearing your golf attire to the Thursday morning session.

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