Conference Registration

Welcome Reception

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

Breakfast

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

Opening Remarks

NCUA Supervisory Priorities 2026

Stephen Kwock
Principal
Kwock & Company CPAs

In January of every year, NCUA issues their supervisory priorities outlining and updating their examination program for the year. The priorities focus on the areas posing the highest risk to credit union members, the credit union industry, and the National Credit Union Share Insurance Fund (NCUSIF). The objective of this session is to understand the risks and how your board, supervisory committee, and senior management can prepare for such risks.

Networking/Refreshment Break

The Power of Cooperative Purpose

David Reed. Esq.
Attorney
Reed & Jolly, PLLC

In an increasingly competitive and commoditized financial landscape, the credit union difference remains a powerful force. This inspirational session reconnects credit union boards, CEOs, and staff with the “why” behind the work: member ownership, community impact, and democratic governance. Through historical insights, real-world examples, and forward-thinking perspectives, attendees will explore how cooperative principles can be strategically leveraged to drive growth, deepen member trust, and differentiate in a values-driven marketplace.

Best Practices for Hiring Your Next CEO/C-Suite Exec

Tammy O’Hara
Executive Benefits Consultant
Parc Street Group

Michelle Davis
Senior Executive Search Consultant
Parc Street Group

CEO succession is one of the most important strategic responsibilities of a credit union board. This session focuses on best practices for planning and executing a successful CEO transition that preserves the credit union’s mission, culture, and financial strength while positioning the organization for future growth. Participants will explore how to proactively prepare for both planned and unplanned transitions, define the leadership capabilities required for the next phase of the credit union, and conduct a disciplined, objective selection process. The session will also address governance, regulatory, considerations unique to credit unions, as well as strategies for onboarding and supporting a new CEO to ensure long-term success.

Key Takeaways:

• The board’s role in proactive CEO succession planning and transition readiness

• How to define the leadership profile needed for your credit union’s next chapter

• Best practices for internal vs. external CEO candidates in a cooperative environment

• Governance and regulatory considerations impacting CEO succession

• Common mistakes in CEO transitions—and how credit unions can avoid them

Daily Wrap-Up

Breakfast

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

Opening Remarks

Improve Risk Management with Board Governance

Stephen Kwock
Principal
Kwock & Company CPAs

The board is responsible to set the tone at top of your credit union with high integrity, strategic plans and risk management, which is the “M” in your CAMELS ratios. The objective of this session is to understand how to facilitate risk management, by risk assessments, risk mitigation, and risk monitoring through a system of strong internal controls.

Networking/Refreshment Break

Anti-Harassment Training for Volunteers

Diane Reed
President
CUDoctor

Think anti-harassment training for volunteers is not necessary at your credit union? Think again! With more stress than ever in the workplace and a focus on mental health, with untoward behavior in the workplace is on the rise... and has made its way into the boardroom as well as the courtroom. And paying the price for such behavior is higher than ever. Not only is your bottom line at risk, so is your reputation. Is it ok to refer to the "girls" in the office? Is it ok to tell off color jokes to your friends who appreciate them on the golf course at a credit union tournament? Is it ok to make comments about the "inappropriate" attire of the VP of Lending? Some of the answers to these questions are obvious, others, not so much. Better yet, your entire team can take care of your required annual anti-harassment training at the same time!

Navigating Change in the New World of Work

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

The new world of work is not defined by policies or platforms; it is shaped by people, purpose, and pace. For credit union leaders, navigating this landscape requires balancing generational expectations, evolving workforce norms, and a steadfast commitment to member-centered values. From Zoomers bringing fresh perspectives into the workplace, to Millennials leading amid rapid change, to the seasoned wisdom of Gen X and Baby Boomers, today’s leaders must intentionally rethink how they communicate, engage, and lead in an evolving world of work. This session explores how credit union leaders can adapt their leadership approach to foster trust, agility, and collaboration in the new world of work. Participants will gain practical insights to lead change with clarity, empathy, and confidence; ensuring both employees and members thrive in an ever-changing environment.

Key Takeaways:

• Adapt leadership style to meet multi-generational workforce needs

• Strengthen trust and communication during ongoing change

• Increase employee engagement while staying mission-focused

• Lead with confidence, flexibility, and purpose in uncertainty

Daily Wrap-Up

Opening Remarks

Financial Services Update

David Reed. Esq.
Attorney
Reed & Jolly, PLLC

May you live in interesting times indeed! Stay ahead of the curve with this high-impact briefing on the latest regulatory developments affecting credit unions from the GENUIS Act to the fate of the CFPB. This session provides a clear, non-technical overview of current and emerging issues from the Trump administration, NCUA, and other regulatory bodies. Equip your leadership team with the insight needed to make informed, compliant, and forward-thinking decisions.

Networking/Refreshment Break

Conference Wrap-Up