Conference Registration

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.

Sit-Down Breakfast

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

Opening Remarks

Achieving Board Meeting Results Among the Maze of Personalities

Lynn Giuliani, President, Progressions, Inc.

In this interactive and humorous session, we'll talk about how different personalities and communication styles can best work together. We'll identify ways to cut through some of the challenges certain styles pose when they challenge your way of thinking. If we build on strengths and understand how a mix of styles can achieve so much more, the process becomes much more enjoyable. Best practices will be shared, and you will leave with a new understanding of the dynamics of your board.

Networking/Refreshment Break

Top NCUA Supervisory Priorities

Stephen Kwock, Principal, Kwock & Company CPAs

NCUA is committed to protecting America’s federally insured credit unions. In this session we will explore NCUA’s seven primary areas of supervisory focus for 2020. Accordingly, we will discuss BSA compliance, Consumer Financial Protection, Credit Risk, CECL, Information Systems and Assurance, Libor Cessation Planning and Liquidity Risk.

Hot Topics

Gary Hess, President, RTE Financial Services

As we all know, change is constant. We are inundated with new compliance and regulatory issues all the time. However, change is not limited to legal updates. In this session we will not only cover the enactment of the regulations, but the practical impact on credit unions. We will also look at current litigation impacting credit unions such as patent troll lawsuits, the American with Disabilities Act and other issues. Gary will also explore trending issues within the credit union market.

Daily Wrap-Up

Sit-Down Breakfast

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

Opening Remarks

Why be Vigilant & Skeptical in Guiding Your Credit Union

Stephen Kwock, Principal, Kwock & Company CPAs

The 2020 Pandemic Crisis has caused a major bear stock market and the first economic downturn since 2008. The paradigm of operating your credit union is fluid and changing rapidly in order to meet the demand of your members. The social and economic factors surrounding all choices by your credit union need to be proactively discussed and weighed. The directors and leadership need to be alert and skeptical when guiding the credit union’s goals and objectives.

Yes, dissonance among the decision makers can be healthy. During this session, we will discuss the need to be on the constant lookout for ways your credit union can provide great services to your members while at the same time be critical in sifting through all the data and information in order to keep your credit union safe and sound.

Networking/Refreshment Break

The Director's Role as Community Ambassador - Helping Your CEO Build "Your" Credit Union

Lynn Giuliani, President, Progressions, Inc.

During this session, you will gain confidence and comfort in representing YOUR credit union at social events and creating referrals for new business opportunities. As a director, you hold a role in the community that can enhance the image of your credit union, and in doing so, create numerous opportunities for growth. We'll talk about your elevator or introductory speech that captures the attention of someone you meet, practice tips in connecting and making conversation and most of all, the importance of follow up. Learn how to "sell" yourself without ever being imposing. It's a confidence builder and it's fun! As a board member it's also a great opportunity to stand out among your peers for truly helping your credit union.

CECL for Non-Accountants

Ancin Cooley, Principal, Synergy Credit Union Consulting

Accountants often discuss complex topics that leave directors and managers wondering if they're speaking a different language. Current Expected Credit Losses (CECL) is no exception. CECL is a new credit loss accounting standard that was issued by the Financial Accounting Standards Board on June 16, 2016. CECL replaces the current Allowance for Loan and Lease Losses accounting standard. In this timely and innovative session, Ancin Cooley, principal of Synergy Credit Union Consulting, Inc., will provide you with a conceptual understanding of CECL and a road map for implementation.

Sit-Down Luncheon

Join us for lunch. Registered guests are welcome to attend.

Technology Trends: Friend or Foe

Gary Hess, President, RTE Financial Services

During this session, Gary will review the technology trends impacting credit unions today, as well as those which may impact us in the future. We will examine those trends and decide if we should fear them or embrace them. What are FinTechs? Can/should we partner with these companies? What new technology trends can we monetize for credit unions today? What key factors should we review at our monthly/quarterly board meetings? These and other important questions will be discussed.

Sexual Harassment

Paul Hilton, Owner, Human Resource Consulting, LLC

Sexual harassment in the workplace is illegal, immoral, extensive, and expensive. Employers have a responsibility to their workers and their company to promote a harassment-free environment. In this session, you will learn the legal definition of sexual harassment, how to identify signs of possible sexual harassment and hostile work environments, your responsibilities for protecting your employees and credit union, as well as what actions to take if problems occur.

Daily Wrap-Up

Sit-Down Breakfast

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

Opening Remarks

The Five Cs of Winning Posture

Andre Boykin, Managing Partner, Capital Idea

Successful people are able to attract others to their ideas, their goals, and their objectives. They have that indefinable something that causes people to take notice of who they are and what they can accomplish. Winning Posture, therefore, is having the mindset, the belief, and values that put you in a position to win every time. Winning Posture is the secret sauce that one can use to break through the barriers that constrain them. You will walk away from this session feeling empowered and equipped to excel in any situation and create a winning performance. Your credit union will benefit when your leaders, and teams take on developing a Winning Posture because they will be creating a powerful workforce. Every person will see how they can have power and influence with others based on developing a more powerful view of themselves.

Objectives

• Discover how to apply the 5 C’s of Winning Posture to create a powerful mindset for achievement

• Distinguish how Winning Posture impacts performance

• Understand how to apply the principles of Winning Posture to breakthrough constraints that hold you back

Networking/Refreshment Break

What Your Board Packet is Really Telling You

Ancin Cooley, Principal, Synergy Credit Union Consulting

Directors’ roles and responsibilities continue to broaden as evolving regulations and increasing demands for risk oversight turn up the heat on credit union boards.

Board reports should help directors assess their credit unions’ condition and determine if the level of risk taken conforms to the board’s policies and risk appetite. To use board reports effectively, directors should look at the trend and level of individual measures and the interrelationships among capital, asset quality, earnings, liquidity, market risk, and balance sheet growth.

Understanding the true picture starts with asking the right questions, and in order to ask the right questions, you have to understand the board reports. In this hour, we’ll focus on important accounting, risk, and regulatory issues facing credit union boards.

• • Increase your understanding of key board reports

  • Provide a framework to effectively measure your credit union performance

  • Identify key elements of increased risk and potential red flags

  • Learn how to implement current best practices

Roundtable Discussion

Exchange ideas with fellow participants during a lively discussion. This roundtable will allow time for discussion on key topics followed by representatives from each table sharing thoughts and ideas discussed at their particular table.

Conference Wrap-Up