National Credit Union Directors Conference

August 16 - 20, 2023 |  Waikoloa Beach Marriott Resort & Spa | Big Island, Hawaii

Hawaii Update: The National Credit Union Directors Conference on the Big Island of Hawaii will take place as scheduled. We have been in contact with the hotel daily. The Kona airport is operating as usual and the air quality on the Big Island is good. Additionally, the Waikoloa Marriott Beach Resort Beach & Spa is ready for your arrival. 

Unfortunately, our block of rooms is sold out.

Experienced speakers present outstanding educational sessions that focus on the key issues necessary for your credit union’s continued growth. Exchange ideas during an always lively roundtable discussion. 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 Waikoloa Marriott Beach Resort & Spa.

Earn 13.2 CPE credits while attending this conference.

Registration & Hotel Information

Unfortunately, our block of rooms is sold out.

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: ($329 Additional)

Hotel Reservation

Unfortunately, our block of rooms is sold out.

Call the Marriott Waikoloa Beach Resort and Spa at (808) 886-6789. Be sure to mention CU Conferences to receive rates starting at $324.

*Reduced daily resort fee of $20 additional

**Self-Parking: $25 per day
**Valet Parking: $35 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 the Big Island during the month of August is generally warm. The average temperature reaches a high of about 88° during the day and 69° in the evenings. 

Speaker Information

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

Bruce Hoogstraten
President, Highstreet Coaching, LLC


Stephen Kwock
Principal, Kwock & Associates

Anne Legg
Founder, Thrive Strategic Services

Tammy O'Hara
Executive Benefit Consultant, OM Financial

Cory Thomas
Board Vice Chair, Dover FCU

Conference Agenda

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

Wednesday, August 16, 2023

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

Thursday, August 17, 2023

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

Sit-Down Breakfast

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

8:30 - 8:45 a.m.

Opening Remarks

8:45 - 9:45 a.m.

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:

9:45 - 10:05 a.m.

Networking/Refreshment Break

10:05 - 11:05 a.m.

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:

11:05 a.m. - 12:05 p.m.

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.  

12:05 p.m. - 1:05 p.m.

Sit-Down Luncheon

1:05 p.m. - 2:05 p.m.

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!

2:05 p.m. - 3:05 p.m.

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:


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.

3:05 - 3:15 p.m.

Daily Wrap-Up

Friday, August 18, 2023

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

Sit-Down Breakfast

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

8:30 - 8:45 a.m.

Opening Remarks

8:45 - 9:45 a.m.

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.  

9:45 - 10:05 a.m.

Networking/Refreshment Break

10:05 - 11:05 a.m.

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.  

11:05 - 12:05 p.m.

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:

12:05 - 12:15 p.m.

Daily Wrap-Up

Saturday, August 19, 2023

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

Sit-Down Breakfast

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

8:30 - 8:45 a.m.

Opening Remarks

8:45 - 9:45 a.m.

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…


9:45 - 10:05 a.m.

Networking/Refreshment Break

10:05 - 11:05 a.m.

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:

11:05 - 12:05 p.m.

Optional Roundtable Discussion


Exchange ideas with fellow participants during a lively discussion.

12:05 - 12:15 p.m.

Conference Wrap-Up

Enjoy the afternoon & evening exploring the Big Island!

Sunday, August 20, 2023

Travel Day - Have a Safe Trip Home!

Register Early & Save!