Conference

Sharetec welcomes Lisa X. Walden back to the main stage!

Lisa X. Walden is a speaker, strategist, and consultant dedicated to helping businesses create authentic, empowering workplaces that don’t inspire the dreaded Sunday scaries. Her presentations deliver action-oriented insights that help people better connect, collaborate, and communicate.

As co-founder of Good Company Consulting, her work is centered on the (strangely revolutionary) concept that people and strategy don’t have to be mutually exclusive. She takes a holistic approach to workplace strategy, keeping human beings – arguably the most valuable resources – at front and center. Lisa Walden’s speeches focus on how to maintain thriving cultures, best-practices for mindful communication practices, and tactics for nurturing the single most important component of a healthy work environment—trust.

Walden has worked with a broad range of clients and organizations, ranging from architects, to finance, real estate, and hospitality. In her speeches, Lisa strives to inspire mindset shifts by presenting valuable, research-based insights in a way that resonates, engages, and entertains. She weaves in stories, statistics, case studies, and some good old-fashioned self-deprecating humor into each and every one of her presentations.

Lisa Walden is the co-author of Managing Millennials for Dummies and is deep in the trenches of planning her next book. She is a voracious consumer of all business-related books, podcasts, magazines, and think pieces.

OUR OTHER SPEAKER LINE-UP INCLUDES:

• Celeste Ryan, Chief People Officer, Evergreen Services Group
• Angela Madore, Director of Talent Operations, Sharetec
• Danielle Bucella, Director of Marketing, Sharetec
• Joey Minton, CUNA Small Credit Union Committee

AND MORE!

Sunday, September 24

• 11:30 AM: Sharetec Golf Invitational sponsored by TransFund and PrintMail Solutions
• 4:00 PM: Hotel Check-In and Registration sponsored by CU Books
• 4:30-6:30 PM: Lawn Party, Sponsored by SHAZAM
• 6:30 PM: Sharetec Milestone Anniversary Dinner (by invitation only)

Monday, September 25

• 8:00-9:00 AM: Registration, Breakfast, and Networking sponsored by OmniCommander
• 9:15-10:00 AM: Conference Kick-Off
• 10:15-11:15 AM: Breakout Sessions
• 11:15 AM-12:30 PM: Lunch sponsored by Glia
• 12:45-3:00 PM: Breakout Sessions
• 3:00-3:30 PM: Refreshment Break sponsored by LKCS
• 3:45-4:45: Breakout Sessions
• 4:45 PM: Open Evening (Go enjoy all that Savannah has to offer!)

Tuesday, September 26

• 7:45-9:00 AM: CEO Breakfast (by invitation only)
• 7:45-9:00 AM: Breakfast and Networking sponsored by Allied Payment Network
• 9:15-10:15 AM: Keynote Speaker – Lisa X. Walden sponsored by SavvyMoney
• 10:30-11:30 AM: Breakout Sessions
• 11:30 AM-12:45 PM: Lunch
• 1:00-2:00 PM: Breakout Sessions
• 2:15-2:45 PM: Refreshment Break sponsored by Compuflex
• 3:00-4:00: Breakout Sessions
• 6:00-9:00 PM: Sharetec’s Client Celebration – Riverboat Cruise sponsored by Lodestar Technologies

Wednesday, September 27

• 9:00-10:00 AM: Light Breakfast
• 10:15-11:15 AM: Breakout Sessions
• 11:30 AM-12:00 PM: Closing Remarks, Grand Prize Drawing, and Early Bird Registration for Sharetec UC ’24

Platinum Sponsors

Gold Sponsors

Silver Sponsors

Bronze Sponsors

Position your organization face-to-face with credit union decision-makers by participating in the 2023 Sharetec Users Conference.  Sharetec23 is the perfect opportunity to launch new products and services, collect high-quality sales leads, build brand awareness, and cultivate customer relationships.

IMPORTANT: BUSINESS PARTNER SPONSORSHIP OPPORTUNITIES ARE FULL FOR THIS YEAR. WE HOPE YOU HAVE CONTINUES INTEREST AND WILL CONSIDER SPONSORING NEXT YEAR’S EVENT IF YOU WERE UNABLE TO THIS YEAR.

This year’s breakout sessions include:

Boost Your Membership: Marketing to Gen Z

Workplace Application: Discover an array of affordable, engaging, and effective techniques for increasing your credit union’s membership, particularly when it comes to targeting and appealing to Gen Z.

During this workshop, you will learn the importance of segmenting and targeting generational cohorts, particularly Gen Z.  Learn how the needs, behavior, and financial literacy of younger generations differ from your current and past membership base, and walk away with marketing strategies and digital tools that you can utilize immediately to accelerate your member count.

Learning Objectives:

• Understand the context, behavior, and needs of Gen Z.
• Identify marketing strategies that align with this cohort’s characteristics.
• Discuss the different digital tools that your credit union can easily leverage to create modern marketing assets.
• Develop basic social media, digital ad, and content strategies for Gen Z and younger Millennials.

Presenter: Danielle Bucella, Sharetec

Loan Applications – V10 Style!

Workplace Application: Learn the V10 loan process to improve efficiency and generate income.

Helping lending professionals more effectively and efficiently process loans is critical to daily operations.  Learn V10 lending processes from origination to disbursal and how to utilize V10’s side by side comparison of loan payment options to drive member satisfactions and earn repeat business.

Learning Objectives:

• Efficiently work through the loan application process.
• Generate multiple payment calculations in one application.
• Present side by side comparisons to help members determine the right term/protections for their financial situation.
• Use the loan process to generate non-interest income for the credit union.

Presenter: Cheryl Taraszewski, Sharetec

Inclusive Decision-Making to Drive Employee Engagement

Workplace Application: Learn simple, proven, and effective best practices for advancing workplace equity and engagement by utilizing a few simple inclusive decision making techniques.

In this interactive workshop, you will be presented with several modes of decision making and begin to identify ways you can include more employee voices in decisions. You will walk away with tools and resources you can begin implementing to immediately have a positive impact on your employee experience. Together, we will challenge traditional ways of thinking around decision making and practice new modalities that can easily be applied at your workplace. With a little intentionality around these practices, you will rapidly see employee engagement soar!

Learning Objectives:

• Raised awareness around the importance and benefits of inclusive decision making practices
• Learn frameworks to prepare for more inclusive decision making
• Develop practical skills to make incorporate more voices in to decisions
• Learn how to adapt your decision making approach to different situations

Presenter: Angela Madore, Sharetec

Winning New Members with Online Member Services 2.0

Workplace Application: Learn how to increase membership and revenue with minimal effort by incorporating new technology.

Given today’s digital age of convenience credit unions need to be competitive and seize every opportunity to increase membership and ROI.  Sharetec’s Online Member Services 2.0 can do just that by providing your credit union with the technological means that enable prospective members to join the credit union and existing members to add sub accounts and other products from home or on the go.  Convenience counts!

Learning Objectives:

• Explore the core components of Online Member Services 2.0.
• Learn how to customize the appearance of online applications to build brand consistency across your CU’s platforms.
• Discuss how utilizing Online Member Services 2.0 can help grow relationships with current members.

Presenter: Darla McElroy, Sharetec

Attract and Win Rockstar Candidates with a Rock-Solid Process

Workplace Application: Learn simple, no-cost ways to improve your candidate experience and conversion rate so that the best candidates accept your offer!

How devastating is it to go through an entire interview process, find the perfect candidate, extend the offer, get excited about working with a new, amazing team member, and then get rejected? It is a competitive job market and while it is important to evaluate if candidates are the right fit for your organization, you also want to showcase why you are the best fit for their career as well.

In this interactive workshop, we will learn how to balance evaluating candidates while “selling” on the opportunity to work at your company. Together, we will discuss how to create a consistent streamlined process to improve candidate experience and lastly we will share tips and tricks to win candidates over to join your organization.

Learning Objectives:

• Create a strong, streamlined and clear recruiting process that drives good decisions and strong candidate experience.
• Develop skills to “sell” why your company is a great fit for candidates while evaluating if the candidate is a great fit for the role.
• Leave with some practical tips and tricks to win candidates over after extending an offer.

Presenter: Celeste Ryan, Evergreen

V10 Reporting – Powerful Data at Your Fingertips

Workplace Application: Use data and analytics to drive business forward.

Don’t let data intimidate you.  Use this opportunity to gain a better understanding of the different types of reports available in V10 and their uses.  This is your chance to learn about V10 reporting directly from its developer and provide your feedback for further development.

Learning Objectives:

• Learn how to use and customize updated versions of Sharetec reports.
• Build dashboards to assist in informed decision-making.
• Leverage data to analyze historical trends.

Presenter: Erik Fisher, Sharetec

Drive Excellent Employee Performance through Goal Setting and Feedback

Workplace Application: Learn how to set effective goals, keep track of performance and provide employees with helpful feedback to learn and improve along the way.

Setting a good goal is the critical first step to creating a direction for organizations, teams, and individuals. Setting good goals not only allows you to course correct when things are off track but goals also allow you to celebrate milestones, improvements and successes!

Similarly, feedback powers your company’s ability to learn and adapt. The bad news? Poor quality feedback is worse than no feedback at all. We will learn the elements of effective feedback, share frameworks to help structure conversations, and practice delivering a meaningful message.

Learning Objectives:

•  Learn practical goal-setting frameworks to set expectations and drive results
• Develop tactics to celebrate great performance and course-correct underperformance
• Workshop how to give effective feedback to help coach and develop employees

Presenter: Celeste Ryan, Evergreen

Sharetec GUI Tips & Tricks

Workplace Application: Improve your day-to-day efficiency across the workspaces within Sharetec GUI.

This Sharetec Users Conference attendee favorite is back by popular demand!  In this session, Ted Hoover unlocks his vault full of tips and tricks to help you work smarter, not harder. Tips & tricks span across all Sharetec workspaces.

Presenter: Ted Hoover, Sharetec

Creating Custom Reports with Results

Workplace Application: Learn how to create custom reports to mine for data.

From marketing to board reports, the opportunities for data mining in Sharetec are nearly endless.  Learn to use Results to mine for data and create custom reports to meet your needs. This session is geared toward beginner and intermediate Results users.

Learning Objectives:

• Create a Results report.
• Generate a Results report in Sharetec GUI.
• Schedule a generated Results report to run with EOD or EOM.

Presenter: Ted Hoover, Sharetec

Succession Planning – the Key to Continued Success

Workplace Application: Learn about the importance of succession planning.

Join Joey Minton, member of the CUNA Small Credit Union Committee, as he teaches the ins and outs of succession planning.  Big or small, succession planning is important for all!

Presenter: Joey Minton, CUNA SCUC

V10 Tips and Tricks

Workplace Application: Learn what V10 can do for you.

Streamline your daily processes and build efficiency into the daily operations of your credit union with V10.

Learning Objectives:

• Learn to configure the default member view to display fields most relevant to your CU.
• Use the Favorites and Quick Text features to reduce keystrokes and increase efficiency.
• Track outstanding tasks and member follow-up using the Tasks feature.
• Improve member security through the use of the passphrase field.

Presenter: Kari Rager, Sharetec

Bringing Collaboration into the Core

Workplace Application: Learn how your credit union will benefit from the key elements of V10 Notebook.

With V10 Notebook, credit unions can manage documentation, internal communication, and customer relationship management from within the Core.  Don’t miss your chance to see V10 Notebook in action and learn how this game changing product can elevate your business.

Presenters: Sarah Guappone, Sharetec and Dan Miller, Sharetec

Don’t miss these sessions sponsored by our business partners!

Modern Debt Collection Strategies for Credit Unions

Workplace Application: Efficient and effective debt collection is vital to the health of every Credit Union.

Discover how Credit Unions can improve their collections performance while simultaneously providing a superior member experience. You will learn about modern strategies and best practices, such as digital self-service and preferred communication channels, which you can take away and implement immediately to supercharge your debt collection.

Learning Objectives:

• How a customer-service focus in collections builds long-term member relationships
• How modern communications channels enable more efficient and cost-effective collections
• How self-service is empowering members in arrears and breaking down negative perceptions of collections
• The importance of proactive vs. reactive collections for minimising delinquency and retaining members
• How to manage vulnerable members with ethical debt collection practices

Presenter: Paddy Kelly, Rocket Collector

Are Impermissible Investments Right for Your Credit Union?

THIS IS NOT A SALES PITCH.  Does your Executive team have expensive defined benefit retirement plans?  Do you offer health insurance to your staff?  What about a 401(k)?  Vision?  Dental? Life?  With the rising costs of employee benefits, credit unions’ abilities to retain key employees and provide attractive compensation packages are diminishing.  But did you know credit unions are allowed to purchase impermissible investments, with much higher yields that our traditional CDs and Mortgage Backed Securities?  This former examiner/CEO is here to unpack the mystery behind these otherwise impermissible investments and tell you the things your examiner probably isn’t telling you.

Presenter: Barry Lynch, CEO, Waypoint Advisory Services

The Perfect Storm

You may recognize this session title from Sharetec22, but a new storm is brewing at Sharetec23!  The Pandemic initiated the perfect storm for fraudsters.  Criminal activity affecting credit unions has flourished.  These activities range from elder fraud and student fraud to a huge uptick in fraudulent and counterfeit checks.  In this session Mike Burke will identify trending criminal activities and considerations to help your staff and members become storm spotters.

Presenter: Mike Burke, SHAZAM

More sessions are on the way.  Check back soon!

The Westin Savannah Harbor Golf & Spa, a four-diamond resort along the iconic Savannah River, neighbors Savannah’s historic district and seamlessly blends urban accessibility with resort amenities.  With 403 sophisticated guest rooms and suites featuring lush golf course or beautiful harbor views, this Savannah hotel on the river offers southern coastal cuisine at our three on-site restaurants, our heated resort pool, and the Heavenly Spa by Westin, located in our Savannah golf club.  Enjoy exclusive access to the only PGA Championship golf course in Savannah, GA.

Room rate is $252 plus tax and fees per night.  Included in the room rate are numerous amenities which at this time include: in-room high speed internet access, complimentary twilight golf, complimentary use of Calloway clubs for use at the driving range and putting greens, complimentary access to spa sauna and steam rooms, complimentary use of on-property bikes, nightly S’mores at dusk, daily fitness and recreation, use of tennis racquets and courts, croquet, and golf club storage.

IMPORTANT: THE SHARETEC ROOM BLOCK AT THE WESTIN IS FULL FOR THIS YEAR’S CONFERENCE. THERE ARE HOTELS ACROSS THE RIVER WITH AVAILABILITY. THESE HOTELS HAVE A FERRY THAT RUNS DIRECTLY TO AND FROM THE WESTIN. WE RECOMMEND LOOKING AT THE Marriott Riverfront Savannah OR THE Hyatt Regency Savannah.

Join us for the Sharetec Invitational on Sunday, September 24th at The Club at Savannah Harbor, home for The PGA TOUR’s Champions Tour.  Enjoy an afternoon of golf on one of the Best Courses You Can Play in Georgia (Golfweek 2020).

Cost is $145 per person which includes 18-hole greens fees, cart, and range balls.  Club rental is available for $65 +tax.  Club rental availability is limited so reserve today!

This event is open to all Sharetec23 attendees, business partners, and guests.

The format will be a 4-person scramble with cash prizes for the winning team, longest drive, and closest to the pin.

Tee times starting at 11:30 a.m.

IMPORTANT: REGISTRATIONS FOR THIS YEAR’S GOLF INVITATIONAL HAVE CLOSED! IF YOU WERE NOT ABLE TO JOIN US THIS YEAR, WE HOPE YOU CONSIDER JOINING US NEXT YEAR.

Call or email Kendal at 260-625-5107 or conference@sharetec.com with questions.

Whether art, history, hauntings, cuisine, or speakeasies are your thing, there’s so much to see and do in Savannah that an extended stay is a must!

History Buffs

American Prohibition Museum (America’s only Prohibition museum) – This is not your typical museum!  Get a ticket and enjoy a 45-minute fully guided tour from a historically costumed guide, bursting with Prohibition stories.  A period accurate cocktail or non-alcoholic “mocktail” is included with your ticket.  All ages are welcome.

Congress Street Up Speakeasy – Monday evening is the perfect time to unwind and enjoy an evening at Congress Street Up Speakeasy.  Enjoy a craft cocktail in this historic venue.  Enhance your speakeasy experience by taking a cocktail class!  During this 2-hour experience in an authentic speakeasy you’ll learn to make classic cocktails and discover the history behind your creations.

Webb Military Museum – The Webb is a real treat for military history buffs.  Comprised of the personal collection of Gary Webb garnered over a lifetime, visitors will find dress and battle uniforms, medals, antique weaponry, vintage photographs, aircraft remnants, and Bob Hope’s military jacket he wore while performing for troops in Vietnam!

Davenport House – Get a glimpse of home life in the 1800s at the Davenport House, one of Savannah’s oldest brick structures.

Georgia State Railroad Museum – The Georgia State Railroad Museum is a historic site featuring the most complete antebellum railroad of its kind in the world.  Visitors have the opportunity to engage in interactive experiences.

Old Fort Jackson – Old Fort Jackson is a must-see National Historic Landmark offering daily cannon firings and interactive programs for adults and kids.  Experience the views of Savannah’s riverfront and walk on the grounds of one of the oldest brick fortifications on the East Coast.

National Museum of the Mighty Eighth Air Force – The Museum aims to preserve the stories of courage, character, and patriotism displayed by the men and women of the Eighth Air Force from World War II to the present.  Not only will you hear unforgettable stories of bravery, experience a bomber mission and briefing, you’ll also see the ongoing restoration of the WWII B-17 Flying Fortress.

Ships of the Sea Maritime Museum – Dedicated to preserving the maritime history of Savannah, the museum is a great place to learn more about Savannah’s seafaring heritage.

Art and Architecture Lovers

Liquid Sands Glass Gallery – Locally owned – LSGG is Savannah’s only gallery dedicated to the American Studio Glass Movement.

The Telfair Academy of Arts and Sciences – This museum houses a collection of paintings, drawings, sculptures and other words from the 18^th through 20^th centuries.  Designed by William Jay in 1818, Telfair Academy is one of the oldest public art museums in the South.

A.T. Hun Gallery – A great place to find art that is both outrageous and contemporary.

Harper Fowlkes House – Alida Harper Fowlkes is the woman who helped spearhead the historic preservation movement in Savannah and saved numerous beautiful homes from destruction.  The Harper Fowlkes House is noted for its unique “Temple of the Wind” columns, richly furnished interiors, important oil portraits, and original architectural details to the home.

Owens-Thomas House & Slave Quarters – A stunning example of Regency architecture, this home was owned by the Owens family for 121 years.  Build in 1819, the house and adjacent slave quarters are the only intact quarters open to the public in Savannah.  Visitors can walk through a National Historic Landmark, take in the earliest system of indoor plumbing, and more.

Green-Meldrim House – Constructed during the 1850s, this home’s unique trait is that General William Sherman used the home as his headquarters during the Civil War, and from this location he gifted President Lincoln Savannah as a Christmas present!

Sorrel-Weed House – The Sorrel-Weed House is most known for its hauntings.  Some say it’s the most haunted place in Savannah!

Birthplace of Juliette Gordon Low – Juliette Gordon Low was the founder of the Girl Scouts of the USA.  Her birthplace is Savannah’s first registered National Historic Landmark and is now currently owned by Girl Scouts of the USA.  Ms. Low’s nickname was “Daisy”.

Andrew Low House – This beautiful historic mansion on Lafayette Square was home to Juliette Gordon Low from 1912 until her death in 1955.  The museum is open to the public and filled with information about Georgian life and architecture.

Mercer-Williams House Museum – This grand Savannah home features elements of Renaissance Revival, Greek, and Italianate design.  The house maintains its original moldings, windows, doorways, hand-railings, interior shutters, flooring and interior dome with stained glass fitted in 1868.  The home is decorated with pieces from Mr. Williams private collection.  The inspiration for the best-selling novel Midnight in the Garden of Good and Evil, some consider the Mercer-Williams house to be Savannah’s most notorious home.

Night Life

Churchill’s Restaurant and Pub – Churchill’s is a lively British-inspired restaurant and pub located in Savannah’s historic district offering a range of dining experiences over three stories: open-air rooftop terrace, historic wine cellar, and iconic street-level main bar.

700 Drayton Restaurant – One of Savannah’s most coveted al fresco dining destinations located on the picturesque grounds of the historic Mansion on Forsyth Park.

Starland Yard – Located in Savannah’s Starland District, Starland Yard was conceptualized as a food truck park and is constructed of repurposed shipping containers.  With indoor, outdoor and covered seating, a full bar, a permanent pizza eatery and rotating food trucks, it’s and outdoor eating and drinking mecca.

Vic’s on the River – A Savannah favorite since its opening in 2006.  This popular River Street establishment offers classic Southern cuisine, beautiful views, live music, and an outdoor dining area.

Tubby’s Seafood River Street – Looking for seafood?  Try Tubby’s.  Enjoy an open-air bar and succulent seafood while taking in views of River Street.

The Lady & Sons – Paula Deen has been feeding the fine people of Savannah since 1989.  A trip to Savannah is not complete until you’ve enjoyed Paula’s best ever Southern friend chicken and signature Ooey Gooey Butter cake.

Six Pence Pub – Enjoy lunch, dinner, or late-night dining in the heart of the Historic District.  Six Pence’s sidewalk dining is perfect for people watching while enjoying traditional American and British comfort foods.  Six Pence Pub was featured in the 1995 comedy-drama Something to Talk About featuring Julia Roberts, Dennis Quaid, and Kyra Sedgwick.

Savannah has so much to experience that we simply could not list it all.  Join us for the 2023 Sharetec Users Conference and explore everything Savannah has to offer!