Conference Registration

Welcome Reception

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

The Silent Threat to Growth No One’s Tracking: Money Mindset on the Frontlines

Dave Won
Keynote Speaker

Even the most mission driven credit unions are unintentionally leaving value on the table. Despite investments in frontline training, digital enhancements, and member experience initiatives, opportunities to deepen relationships and maximize revenue per member are routinely missed.

The root cause isn’t tactical, it’s emotional. Your frontline staff’s feelings and beliefs about money impact their ability to serve members to their maximum potential. These feelings and beliefs influence whether they avoid meaningful financial conversations, hesitate to recommend premium or high value solutions, or default to routine service interactions instead of relationship deepening guidance.

In this keynote, Dave reveals why your team’s relationship with money, not their skills, is what’s limiting growth potential. He introduces The U.N.L.O.C.K. Method™, a 6-step framework that helps frontline staff rewire their beliefs so they can serve with clarity, confidence, and conviction - unlocking growth that's already within your credit union.

Networking/Refreshment Break

Director's Responsibilities - Your Responsibilities

Bruce Hoogstraten

President
High Street Coaching, LLC

An introduction to general board responsibilities, NCUA guidelines, your board fiduciary responsibilities, as well as other duties and responsibilities expected of you as a director. Do you have a good understanding of your responsibilities as a director?

Session Highlights:

• What does the NCUA state?

• An in-depth review of Board responsibilities

• What are your expectations?

• Policies that reflect these responsibilities

• Review basic credit union financials

• Areas of credit union risks you should be familiar with

• Questions that you should be asking in the boardroom

Internal Controls: Board Governance

Stephen Kwock
Principal
Kwock & Company, CPAs

The internal controls structure is a quintessential operational strategy to mitigate risks that your financial statements are not materially wrong.  Accurate financial statements enables your board and management to make sound financial decisions and strategies because internal controls can identify errors quickly and effectively.   According to the NCUA examination guide, your board is primarily responsible for maintaining an effective and appropriate internal control structure.  Your board sets the tone at the top with strong internal controls. At this session, we will discuss the 5 internal control components according to the Committee of Sponsoring Organizations of the Treadway Commission (COSO 2013) that can facilitate your board in developing a sound internal control structure.  

Daily Wrap-Up

Breakfast

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

Opening Remarks

Demystifying CEO Compensation Analysis for Boards

Tammy O'Hara
Executive Benefits Consultant
Parc Street Partners Group

JP O'Connor
Senior Compensation Consultant
PARC Street Partners Group 

We will address several major topics, scenarios and issues.  The session will include table discussions as well.  The session will wrap up with providing some meaningful takeaways to utilize in your credit union.  

Networking/Refreshment Break

Inclusive Strategies to Drive Financial Success and Membership Growth

Ericka Young
CEO & Founder
Tailor-Made Budgets

Discover the transformative power of inclusivity in this inspiring session designed for credit union directors. Learn why creating an inclusive culture isn’t just the right thing to do—it’s the smart thing to do for your credit union's financial success and long-term growth. 

We’ll explore:

•Why inclusivity matters in today’s evolving financial landscape.
•How it benefits your organization and members—from building stronger relationships to unlocking new opportunities.
•Actionable strategies you can start implementing immediately to drive membership growth and innovation. 

Join us to uncover insights and tools that will inspire change, spark growth, and create meaningful impact within your credit union community. Together, we can redefine success—one inclusive step at a time.

Beyond Financial Literacy

Stephen Kwock
Principal
Kwock & Company, CPAs

NCUA Rules and Regulation 701.4 requires one of the duties of each credit union’s director is to have at least a working familiarity with basic finance and accounting practices, including the ability to read and understand the balance sheet and income statement and ask intelligent questions. The objective of this session is to help you understand and learn how to read the NCUA 5300 Call Report and where you can find financial information on credit risk, interest rate risk and liquidity risk. 

Daily Wrap-Up

Opening Remarks

Your Credit Union in Your Community

Bruce Hoogstraten

President
High Street Coaching, LLC

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

Session Highlights:

• Should you consider a foundation?

• Basic steps to create a foundation.

• How to structure your foundation

• What is the purpose of your foundation?

Networking/Refreshment Break

Conference Wrap-Up