Conference Registration

Welcome Reception

Ho’olu Komo La Kaua (please join us) for cocktails, light dining and a valuable networking opportunity with fellow directors, board chairs, supervisory committee members, CEOs, senior management, committee members, other credit union leaders from across the country and . . . “The Ones In Red”

CU Conferences is grateful for the support of its sponsor, PARC Street Partners, and would like to thank them for co-sponsoring the reception.

Breakfast

Join us for a breakfast. Registered guests are welcome to attend.

Opening Remarks

Improve Risk Management with Board Governance and Strong Internal Controls

Stephen Kwock
Principal

Kwock & Company CPAs               

The Committee of Sponsoring Organizations of the Treadway Commission (COSO) is an organization that develops guidelines for businesses to evaluate internal controls, risk management, and fraud deterrence. The NCUA Examiners Guide, Chapter 4, holds the board responsible for establishing internal controls at your credit union.

During this session, we will discuss practices and techniques on improving your credit union’s risk management assessments, internal control structure, and board governance following COSO guidelines, NCUA internal control guidelines, and the AICPA auditing standards. NCUA has issued many letters to credit unions regarding risks and internal controls. We will highlight some of the recent risk guidelines from NCUA.                            

Networking/Refreshment Break

Due Diligence & Best Practices for SERPS

Tammy O’Hara CCUE, CLU, AAI, CCD, CIE
Executive Benefit Consultant
Parc Street Partners

The effectiveness of a SERP looks at both the meaningfulness of the plan to the executive and the appropriateness of the plan for the credit union, while optimizing the financial impact of the plan for both parties. During this session, we will share what you should include in an RFP as well as recommendations as to what you should do each year to adhere to best practices of the NCUA and IRS guidelines 

Levering the Magic of Engagement

Sundeep Kapur
Founder
Digital Credence

We seek more members, a larger share of their wallet, and a desire to be digital first. How best should we find these members, understand member needs so we can serve them better, and interact efficiently in an omni-channel world? The key to our success is to have a member that is engaged! An engaged member pays attention to us, shares valuable insight, and allows us to offer them more. This innovative, yet pragmatic discussion, will highlight 10 things you must do to drive effective engagement with those you serve so you can get the results you desire.

Daily Wrap-Up

Breakfast

Join us for a hearty breakfast. Registered guests are welcome to attend.

Opening Remarks

Servant Leadership in a Post COVID Workplace

Nancy J. Lewis, MS, SHRM-CP, PHR, RCC
President
Progressive Techniques, Inc.

The COVID-19 pandemic has challenged businesses and leadership as we navigate a new world of work. Progressive businesses realize they must rely on servant leadership to inspire and motivate their workforce. Servant leadership is a facilitative and engaging leadership style where you serve others to help them be more effective in their roles.

Servant leaders must learn how to navigate the changing world of work in a post COVID world. Servant leaders lead with intentionality and integrity and realize that their employees are an integral key to the organizations’ success.

Servant leadership is leading with a different approach. The leader guides and supports staff through motivation and inspiration that creates an environment for growth. The servant leaders “serve” their team and provide them with the resources needed to deliver ideal results.

Objectives:

• Identify keys necessary to empower employees

• Develop insights on the power of empathy

• Cultivate strategies that improve communication

• Define servant leadership in a post COVID world

Networking/Refreshment Break

Economic Update

Bill Farley
President/CEO
aCUmen America, LLC

GDP, interest rates, unemployment, housing, inflation, recession…all of these are top of mind when navigating our credit unions into the future. We’ll review these key economic indicators as well as an analysis of the credit union marketplace to help you make better strategic decisions through 2024 and beyond.

Fintech Offerings that are Absolutely Essential to Our Strategy

Sundeep Kapur
Founder
Digital Credence

Fintech continues to lure members away with niche offerings that chip away at our share of wallet. From opening an account in less than three minutes, to getting a loan with a few more clicks, to AI that assists from disputes, to loyalty, to even suggesting the perfect next best product. Fintech takes complex solutions and simplifies them through easier experiences. These solutions can actually be part of our portfolio. This hour of powerful insight is going to highlight at least seven fintech solutions we should consider, and an approach as to how to make them part of a progressive credit union strategy.

Daily Wrap-Up

Opening Remarks

Community & Market Development

Bill Farley
President/CEO
aCUmen America, LLC

According to a recent study by the Filene Research Institute, the next generation of credit union members consider aligning with organizations that have a common purpose to be one of their biggest priorities. In this session, we will review playbooks for both community AND market development that will differentiate your credit union for positive positioning.

Networking/Refreshment Break

Conference Wrap-Up