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, OM Financial, and would like to thank them for co-sponsoring the reception. Learn more about OM Financial.

Sit-Down Breakfast

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

Opening Remarks

Productive and Challenged CEO

Bruce Hoogstraten, President, Highstreet Coaching, LLC 

Do you have a detailed method to evaluate and compensate your CEO – which is linked directly to your credit union’s missions, goals, values, and vision? Do you evaluate your CEO with subjective and objective criteria?

In this session you will learn some thoughts and best practices for:

• Benchmarks for CEO pay

• Evaluation methodology

• Sample evaluation program

• Sample incentive pay program

Networking/Refreshment Break

Recruiting and Retaining Successful Leadership

Tammy O'Hara, Executive Benefit Consultant, OM Financial

When a credit union board is able to continuously recruit and retain talented leaders throughout the organization, it truly has an advantage in the marketplace. Of course, the inverse is true as well. If this skill or focus is lacking in any way, then the credit union, employees and membership will suffer.  During this session we will address the following:

• What is the value of a successful leader and how do you know if you have one? 

• How do you retain your leadership & what are they really looking for to make your credit union their career? (It’s a lot more than just money!) 

• How do you recruit the right executives? 

• Once you have the right CEO replacement, how do you ensure a successful transition? 

Top NCUA Supervisory Priorities for 2023

Stephen Kwock, Principal, Kwock & Associates

This session will review the NCUA Letter 23-CU-01 which lists the 5 top NCUA examination priorities for 2023 plus the NCUA other updates on CECL and Succession Planning.  Accordingly, we will discuss the three financial risks, cybersecurity risk and  consumer financial protection.  

Sit-Down Luncheon

Building Trust and Forming a Guiding Coalition

Lynn Giuliani, CSP, President/Founder, Progressions, Inc.

This session will provide you new insights in communicating with both your fellow board members and your CEO. Trusting one another is a key component in making sound decisions, especially when leading and being responsible for your credit union's direction and success. Tough conversations are part of being a leader. This session will give you guidelines and tools for how to deliver and receive them with a clear and objective mindset. Working as a unified board will give you additional focus and more effective results!

Credit Unions Govern Their Loans - How About Their Data?

Anne Legg, Founder, Thrive Strategic Services

Credit unions are well aware of the importance of their loans. They have careful processes to identify them, categorize them, document them, and audit them. This is essentially loan governance. When it comes to another equally robust asset, data, credit unions struggle to create formal data governance programs.

Perhaps it is the word "governance" that makes this topic feel particularly unappealing. Regardless of where the obstacle lies, this session is calling a do-over and will provide attendees with foundational knowledge about this subject.

Key session takeaways:

• Why data governance is important

• The must-haves for a data governance program

• Actions items a credit union can do today

Join Anne Legg, an award-winning, internationally recognized credit union data strategist, change agent, author, and educator, as she shares what data governance best practice looks like and what pitfalls to avoid.

Daily Wrap-Up

Sit-Down Breakfast

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

Opening Remarks

Achieving Board Results Amongs a Maze of Personalities

Lynn Giuliani, CSP, President/Founder, Progressions, Inc.

Let's face it...we're all different and see the world through our own eyes and filters.  This session gives you the tools to understand how people react to various situations and why you do too! We will discuss how individuals react under pressure and have new levels of appreciation for our fellow board members and CEO.  These skills are universal and fun to learn.  

Networking/Refreshment Break

Risks: Material, Mitigate and Monitor

Stephen Kwock, Principal, Kwock & Associates

We are familiar with this simple saying, “The greater the risk, the greater the reward.”  However, unlimited risk may lead to bigger losses.  NCUA’s concern for overzealous risk taking may result in losses too big for your credit union to overcome.  We will discuss how to document, evaluate and monitor risks in accordance with NCUA’s guidance on risks.  We will also discuss how the various qualitative, quantitative, and  economic risk factors that resulted in the failure of the Silicon Valley Bank on March 9, 2023, can also affect your credit union.  

Infusing Workflow Adoption into Credit Union DNA

Anne Legg, Founder, Thrive Strategic Services

Many credit unions fall prey to the fallacy that having connected data and generating data analytics will organically cultivate a robust data culture. This is false. The actions involved in creating a data-infused culture are similar to developing a new habit; it takes a plan, repetition, and time.

This session will provide attendees the framework to activate their data and develop data confidence as well as a data capability.

Key session takeaways:

• How to assess a current credit union data culture

• A framework to Identify member friction and the data to solve it

• How to build a data culture without additional staff or tools

Daily Wrap-Up

Sit-Down Breakfast

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

Opening Remarks

How to Attract Younger Board Members

Cory Thomas, Board Chair, Dover FCU/CEO, Impact Insurance Agency, Inc.

Finding younger board members is always challenging. Join a millennial credit union board chair, Cory Thomas, for an informative presentation that will address these and other important issues…

• Why It’s Important to Attract Younger Board Members

• The Statistical Results of Attracting Younger Board Members

• How and Where to Find Interested or Qualified Younger Credit Union Board Members

Networking/Refreshment Break

Creating a Foundation

Bruce Hoogstraten, President, Highstreet Coaching, LLC 

Does your credit union have a separate foundation to use for community support and philanthropic endeavors? Have you considered creating a foundation?

In this session you will learn some thoughts and best practices for:

• Considering a foundation?

• Basic steps to create a foundation

• How to structure your foundation

• How to best utilize the foundation?

Optional Roundtable Discussion

Exchange ideas with fellow participants during a lively discussion.

Conference Wrap-Up