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2024 Economic Outlook Conference

Thursday, September 12, 2024, All Day Central Time (CST)

Corporate Central's Economic Outlook Conference will be held on Thursday, September 12 at The Ingleside Hotel in Pewaukee, WI. Attendees will learn valuable information about the current and upcoming economic environment from a diverse speaker lineup that will assist with your 2025 planning efforts. Corporate Central is pleased to offer eligible attendees the opportunity to earn CPE credits for this event.

Registration Fee
Registration fee of $249/attendee.
Bring the whole team and receive a 25% discount on the group registration when you register three or more attendees.

Registration closes September 6.

Register Today

Cancellation Policy
A registrant may cancel seven business days or more prior to an event for 100% refund. If a registrant cancels less than seven business days prior to the event, they will receive no refund. A substitute registrant is welcome to attend.

Event Venue and Overnight Accommodations

Corporate Central has reserved a block of rooms for attendees. Please use the button below when booking your accommodations. Reservation cutoff is Monday, August 12, 2024.

The Ingleside Hotel
2810 Golf Road
Pewaukee, WI 53072
(800) 247-6640

Book Hotel Reservation

After attending this conference, attendees will be able to:

  • Decode the generational trends shaping the future
  • Explore how generational attitudes impact trust and communication
  • Uncover evolving perceptions of optimized technology, speed, and customer service
  • Provide examples and case studies of organizations connecting with next-gen members while continuing to best serve loyal members of every generation
  • Understand how AI is being used in financial services and project management, and how to succeed in an AI driven world
  • Identify current trends in savings and loan behaviors
  • Develop strategies to adapt to potential economic changes projected through 2025
  • Obtain methods to assess your credit union’s financial health relative to industry standards

Agenda

Thursday, September 12

8:30 a.m. — Registration and continental breakfast

9:00 a.m. to 10:15 a.m. — Wisconsin’s Economy: Exploring Our Strengths and Weaknesses

Presented by:
Dale Knapp
Director of Research and Analytics and Director of Forward Analytics
Wisconsin Counties Association (WCA)

Notwithstanding the COVID "recession," Wisconsin's economy has been strong for over a decade as it has built on its strengths. However, that strength has also masked some weaknesses that could impact its future path. This session will explore those strengths and weaknesses and what they might mean for the state's future.

10:15 a.m. to 11:30 a.m. — Prepare for the Future Building Strong Relationships Across Generational Lines

Presented by:
Kim Lear
Founder
Inlay Insights

If our recent past has taught us anything, it is this: the only constant is change. Now is a critical time to examine the rapidly changing world around us and actively reimagine our future. Kim Lear’s unique approach to forecasting tracks change over time through a series of longitudinal studies to help leaders find their footing and make the bold future-oriented decisions demanded by this moment. In this program, we will explore how the very things that make us human—our aspirations, values, relationships, and work—have evolved over time. Through a generational lens, we will gain critical insights into where we have been, how we got to where we are today, and where we may go from here. The time has come to challenge conventional thinking and explore bold new approaches to relationship building and member experience. Supported with cutting edge research and category leading case studies, this program will take a deep dive into the evolving needs and expectations of modern clients.

11:30 a.m. to 12:30 p.m. — Lunch Sponsored by SimpliCD

12:30 p.m. to 1:45 p.m. — What You Need to Know About AI

Presented by:
Ben Royce
AI Services Manager
Google Cloud

Ben Royce, a leader in AI at Google and lecturer at Columbia University will show you how AI is being used in financial services, accounting, risk prediction, and project management from Silicon Valley to NASA. His research combines AI, organizational psychology, and the impacts it has on the modern organization. He will explain how to succeed in an AI driven world and what to expect in the coming years.

1:45 p.m. to 3:00 p.m. — U.S. Economic Outlook and its Impact on Credit Unions

Presented by:
Steve Rick
Director, Chief Economist
TruStage

Steve Rick will discuss how the global economy, the overall financial sector, and the labor market will affect the U.S. economy, U.S. interest rates, and ultimately credit union balance sheet and earnings performance. He will analyze and establish standards against which your credit union’s own performance can be measured. He will also identify trends of savings and loan activity, and weigh the influence of future economic events on growth patterns out into 2025.

3:00 p.m. — Dismissal

In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees that attend the live conference. Recommended CPE credit to be awarded for program: 2.0 credits

Additional Information

Register today at www.corpcu.com. All required information must be entered to be awarded CPE credits. For additional information regarding the program please contact us at marketing@corpcu.com.

Corporate Central Credit Union and Our Family of CUSOs (InterLutions, Think|Stack, QuantyPhi) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Prerequisites: No prerequisites are required for this conference
Who should attend:
President/CEOs
CFOs
COOs
C-Level Executives or any other positions involved with budgeting/planning
Advanced Preparation: No advanced preparation is required
Delivery Method: Group Live
Program Level: Basic
Field of Study: Economics

For more information regarding administrative policies such as complaint and refund, please contact Marketing at marketing@corpcu.com.

Dale Knapp
Director of Research and Analytics and Director of Forward Analytics
Wisconsin Counties Association (WCA)

Dale Knapp is the Director of Research and Analytics for the Wisconsin Counties Association and the Director of Forward Analytics. Prior to joining WCA, Knapp was with the non-partisan Wisconsin Taxpayers Alliance for 18 years, serving as Research Director for 16 of those years.

Knapp has a bachelor’s degree in Political Science from the University of Wisconsin-Whitewater, completed a master’s in Applied Economics at Marquette University, and is A.B.D. in economics at the University of Wisconsin. He is an avid runner, golfer, and loves to cook.

Knapp has published research and analysis on a variety of economic and public policy issues facing the State of Wisconsin. His recent research has focused on the labor force impacts of Wisconsin’s changing demographics and migration patterns.

Kim Lear
Founder
Inlay Insights

Kim Lear is a writer, researcher, and the founder of Inlay Insights. She is known for skillfully weaving eye-opening statistics, insightful stories, and relevant case studies to make presentations come alive. Previously, Lear was the content director at BridgeWorks, a research firm dedicated to generational and millennial trends. Her undergrad research focused on baby boomers and longevity, and her post-grad work centered on millennials and social media trends. She is currently in her ninth year of a longitudinal study on leadership.

Lear was recently named one of today’s best speakers by Meetings and Conventions Magazine, and she appeared as keynote speaker before some of the most renowned companies in the world. She has received rave reviews from clients such as American Express, Cisco Systems, Deloitte, Disney, General Mills, LinkedIn, Mastercard, PricewaterhouseCoopers, Wells Fargo, and more.

In addition to speaking, Lear was head of research on the book Gen Z @ Work. She has written whitepapers on generational wealth transfer, retirement trends, and Gen Z’s impact on higher education. Lear is the writer of the popular Substack, Kids These Days. She has been featured on NPR and national publications such as The Wall Street Journal, The Huffington Post, USA Today, and TIME magazine.

She is a highly sought-after generational expert and serves as an advisor to FORE, an AI startup focused on predictive analytics for attrition. She also volunteers for The 78 Cents Project, an organization dedicated to helping young women develop strong presentation skills.

When not delving into the minutia of human behavior, Lear can be found spending time with her husband and daughters in Minneapolis.

Ben Royce
AI Services Manager
Google Cloud

Ben Royce is the AI Services Manager for Google Cloud. During the workday he designs AI and Generative AI based solutions for Google Cloud customers. Previously, Royce was the Senior Vice President of Search and Data Science at Publicis Worldwide. His work has been cited in Forrester, Gartner, Think With Google, and Quartz. At night he is a lecturer of Digital Transformation and Artificial Intelligence in the MS Information Knowledge Strategy program at Columbia University in New York.

Steve Rick
Director, Chief Economist
TruStage

Steve Rick is director and chief economist at TruStage. Rick’s forecasts serve as a starting point for the strategic planning process and help to create a clear understanding of the underlying trends and links between the general economy, the financial services industry, and the company’s policy owners. Rick was previously the senior economist for CUNA & Affiliates’ economics and statistics department for 22 years. In addition to his work at CUNA Mutual Group, he serves as Chairman of the Board of Directors of the University of Wisconsin Credit Union (UWCU), a $5.5 billion financial institution. Rick also holds a senior lecturer position with the economics department at the University of Wisconsin-Madison where he teaches banking and macroeconomics courses.

Sponsored By:

Our Family of CUSOs

 Interlutions CUSO Think|Stack logoQuantify CUSO