National Credit Union Directors Conference

August 14 - 18, 2024 |  Royal Sonesta Kaua'i Resort Lihue |Lihue, Hawaii

Experienced speakers present outstanding educational sessions that focus on the key issues necessary for your credit union’s continued growth. Return to your credit union refreshed, inspired & informed! Network with credit union directors, board chairs, supervisory committee members, CEOs, senior management, committee members and others from across the country while experiencing the magnificent, tropical paradise of the Royal Sonesta Kaua'i Resort Lihue.

Earn 12.4 CPE credits while attending this conference.

Registration & Hotel Information

Conference Registration

We offer an excellent educational return on your conference investment. Register early for the best conference rates!

Guest Program

Our Guest Program enables your registered guest(s) to join you during the following conference events: ($459 Additional)

Hotel Reservation

Book your room online or call the Royal Sonesta Kaua'i Resort Lihue at (808) 245-5050. Be sure to mention CU Conferences to receive rates starting at $379.

Reduced daily resort fee of $25 additional

**Self-Parking: $30 per day
**Valet Parking: $40 per day

Rates are based on availability. If you are unable to book a room, call Karen at 888-465-6010 for assistance.

**Subject to change

Airport and Ground Transportation**


** All rates listed are estimates and subject to change – please check current rates with transportation providers

Weather

The weather in Kaua'i during the month of August is generally warm. The average temperature reaches a high of about 76° during the day and 62° in the evenings. 

Speaker Information

Bill Farley

President/CEO , aCUmen America, LLC


Chris Jones, ChFC, CLU 

Executive Benefit Consultant, Parc Street Partners


Sundeep Kapur

Founder, Digital Credence

Stephen Kwock

Principal, Kwock & Company CPAs

Nancy J. Lewis, MS, SHRM-CP, PHR, RCC

President, Progressive Techniques, Inc.

Tammy O'Hara, CCUE, CLU, AAI, CCD, CIE

Executive Benefit Consultant, Parc Street Partners

Conference Agenda

Schedule subject to change. Registered guests are welcome during these (GP) credit union conference events.

Wednesday, August 14, 2024

4:00 - 5:00 p.m.

Conference Registration

5:00 - 6:00 p.m. (GP)

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.

Thursday, August 15, 2024

7:30 - 8:30 a.m. (GP)

Breakfast

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

8:30 - 8:45 a.m.

Opening Remarks

8:45 - 9:45 a.m.

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.                            

9:45 - 10:05 a.m.

Networking/Refreshment Break

10:05 - 11:05 a.m.

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 

11:10 a.m. - 12:10 p.m.

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.

12:10 - 12:15 p.m.

Daily Wrap-Up

Enjoy the afternoon & evening exploring Kaua'i!

Friday, August 16, 2024

7:30 - 8:30 a.m. (GP)

Breakfast

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

8:30 - 8:45 a.m.

Opening Remarks

8:45 - 9:45 a.m.

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:

 

9:45 - 10:05 a.m.

Networking/Refreshment Break

10:05 - 11:05 a.m.

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.

11:05 - 12:05 p.m.

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.

12:05 - 12:15 p.m.

Daily Wrap-Up

Enjoy the afternoon & evening exploring Kaua'i!

Saturday, August 17, 2024

Breakfast on Your Own

9:00 - 9:05 a.m.

Opening Remarks

9:05 - 10:15 a.m.

Executive Compensation & Benefits Options


Chris Jones ChFC, CLU
Executive Benefit Consultant
Parc Street Partners


We will discuss what we are seeing as the current trends in executive compensation including base pay, variable pay, long term incentive plans and supplemental executive retirement plans. We will also discuss the variety of approaches boards are taking to design the right total compensation package for their CEO and executive team.

10:15 - 10:35 a.m.

Networking/Refreshment Break

10:35 - 11:45 a.m.

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.

11:45 - 12:00 p.m.

Conference Wrap-Up

Enjoy the afternoon & evening exploring Kauai!

Sunday, August 18, 2024

Travel Day - Have a Safe Trip Home!

Register Early & Save!