National Credit Union Directors Conference
August 13 - 17, 2025 | Hilton Waikoloa Village Resort |Big Island, Hawaii
If you are unable to book a room, call Karen at 888-465-6010 for assistance.
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 Hilton Waikoloa Village Resort.
Earn 10.0 CPE credits while attending this conference.
Conference Quick Links:
Registration & Hotel Information
Conference Registration
We offer an excellent educational return on your conference investment. Register early for the best conference rates!
On or Before June 12, 2025: $1695
June 13, 2025 – July 10, 2025: $1745
July 11, 2025 and Beyond: $1795
Guest Program: $255
Guest Program
Our guest program enables your registered guest(s) to join you during the following conference events: ($255 additional per guest)
Wednesday's Welcome Reception
Thursday's Breakfast
Friday's Breakfast
Hotel Reservation
Book your room online or call 1-800-445-8667. Be sure to mention CU Conferences' code CUC to receive rates starting at $359.
Reduced daily resort fee of $45 additional
**Self-Parking: $48 per day
**Valet Parking: $55 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**
Kona International Airport (KOA) is approximately 20 minutes from Hilton Waikoloa Village Resort
Self-parking is available at $48 per day and valet parking is $55 per day
** All rates listed are estimates and subject to change – please check current rates with transportation providers
Weather
The weather on The Big Island 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
Bruce Hoogstraten
President , High Street Coaching, LLC
Stephen Kwock
Principal, Kwock & Company CPAs
JP O'Connor
Senior Compensation Consultant,
PARC Street Partners
Tammy O'Hara
Executive Benefits Consultant,
PARC Street Partners
Dave Won
Keynote Speaker
Ericka Young
CEO & Founder, Tailor-Made Budgets
Conference Agenda
Schedule subject to change. Registered guests are welcome during these (GP) credit union conference events.
Wednesday, August 13, 2025
4:00 - 5:00 p.m.
Conference Registration
5:00 - 6:00 p.m. (GP)
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.
Thursday, August 14, 2025
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.
Get Out of Your Own Way
Dave Won
Keynote Speaker
Dave Won
Keynote Speaker
Success in your role as a high performer isn't just about strategy — it's about the invisible forces driving our decisions. As high-performing professionals, our relationship with money shapes every choice we make, often in ways we don't recognize. What if the biggest barrier to your accomplishments isn't external, but internal?
Drawing from his grandmother's extraordinary journey escaping North Korea, Dave reveals how our deepest beliefs about money and success can either fuel or limit our potential. Through powerful storytelling and actionable insights, he shows leaders how to identify and transform the subconscious patterns that may be holding them back from their next level of achievement.
•Gain powerful self-awareness tools to make more confident decisions, especially when stakes are high
•Master practical techniques to overcome limiting money beliefs that may be holding back your leadership potential
•Learn science-backed strategies to harness your brain's natural decision-making process for better outcomes
•Master practical techniques to overcome limiting money beliefs that may be holding back your leadership potential
•Learn science-backed strategies to harness your brain's natural decision-making process for better outcomes
9:45 - 10:05 a.m.
Networking/Refreshment Break
10:05 - 11:05 a.m.
Directors – Your CEO is Your Only Employee
Bruce Hoogstraten
President
High Street Coaching, LLC
Do you have a detailed method to evaluate and compensate your CEO, which is linked directly to your Credit Union’s Mission, Goals, and Values? 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.
•CEO / Board related policies.
•Evaluation methodology
•Sample evaluation program
•Sample bonus program
11:10 a.m. - 12:10 p.m.
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.
12:10 - 12:15 p.m.
Daily Wrap-Up
Enjoy the afternoon & evening exploring Kaua'i!
Friday, August 15, 2025
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.
Demystifying Compensation Analysis for Boards
Tammy O'Hara & JP O'Connor
Executive Benefits Consultant
Parc Street Partners
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.
9:45 - 10:05 a.m.
Networking/Refreshment Break
10:05 - 11:05 a.m.
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.
11:05 - 12:05 p.m.
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.
12:05 - 12:15 p.m.
Daily Wrap-Up
Enjoy the afternoon & evening, on the Big Island!
Saturday, August 16, 2025
Breakfast on Your Own
8:30 - 9:05 a.m.
Opening Remarks
8:45 - 9:45 a.m.
Speaker and Topic TBD
9:45 - 10:05 a.m.
Networking/Refreshment Break
10:05 - 11:05 a.m.
Innovative Partnerships: Engaging the Millennial Mindset
Ericka Young
CEO & Founder
Tailor-Made Budgets
How can credit unions evolve to connect with the largest generation in the workforce today? Millennials are not just a key demographic; they’re the driving force behind future credit union growth.
•Understanding Millennial Values: Gain insights into what matters most to millennials, from their priorities in lifestyle to their expectations of financial institutions.
•Millennial Decision-Making: Learn how millennials approach financial decisions and what influences their choices, from trust to convenience.
•Building Loyalty: Discover what keeps millennials loyal to a brand or service and how to foster long-term relationships with them.
•Personalized Engagement: Uncover strategies to deliver personalized, meaningful interactions that resonate with millennial members.
•Actionable Strategies for Credit Unions: Learn how your credit union can consistently meet millennial expectations and stand out in a competitive market.
Join us to uncover actionable strategies for building innovative partnerships that resonate with millennial members, driving both engagement and long-term success.