Conference Agenda

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The National Credit Union Directors Conference is full of timely sessions packed with fresh ideas and innovative solutions to the issues facing today’s credit unions.

Wednesday, August 18, 2021

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

Earn 13.2 CPE credits while attending this conference.

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 19, 2021

7:45 - 8:45 a.m. (GP)

Sit-Down Breakfast

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

8:45 - 9:00 a.m.

Opening Remarks

9:00 - 10:00 a.m.

Passing the Leadership Baton

Bruce Smith, Senior Executive Benefit Consultant, OM Financial

In a relay race, even though you may have the four fastest runners, if you drop the baton once in the handoff, you will fall behind your competitors. The same issue exists in succession planning, the transition between your leaders is essential to a continued pattern of growth and ultimately success for your organization.


During this presentation, Senior Executive Benefit Consultant, Bruce Smith, will cover best practices of succession planning to include:


  • Anticipating an upcoming change – what do you need to know?

  • The conversation between the executive and the board members

  • Details needed to ensure everyone’s interests are considered and ultimately aligned

  • Stories from the real world

10:00 - 10:15 a.m.

Networking/Refreshment Break

10:15 - 11:15 a.m.

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.

11:20 a.m. - 12:20 p.m.

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.

12:20 - 12:30 p.m.

Daily Wrap-Up

Friday, August 20, 2021

7:45 - 8:45 a.m. (GP)

Sit-Down Breakfast

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

8:45 - 8:50 a.m.

Opening Remarks

8:50 - 9:50 a.m.

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.

9:50 - 10:05 a.m.

Networking/Refreshment Break

10:05 - 11:05 a.m.

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.

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

The Way Forward: Post COVID-19 Strategies for Credit Unions: Part 1

Ancin Cooley, Principal, Synergy Credit Union Consulting

The presence of strong board leadership creates a sustainable advantage for a credit union. However, in the absence of board leadership, a credit union will likely suffer financially, and ultimately hurt its members. Finding the right balance between board and management leadership is essential to creating sustainable culture, reducing risk, and providing value to members.

This session will provide you with a practical road map for knowing when to lead, when to partner, and when to stay out of the way.

Session Highlights:

  • Conduct effective board evaluations

  • Deal with under performing directors

  • Discuss and implement term limits

  • Develop effective board committee charters

  • Ensure board competence

  • Implement the risk appetite and risk tolerance statements

  • Develop strategic goals

  • Effectively prepare and address management and board succession

  • Your role as the chairman

  • Identify a falling CEO

  • When to stay out of the way of management

  • Improve earnings through management driver projects

12:10 - 1:10 p.m. (GP)

Sit-Down Luncheon

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

1:10 - 2:10 p.m.

The Way Forward: Post COVID-19 Strategies for Credit Unions: Part 2

Ancin Cooley, Principal, Synergy Credit Union Consulting

After lunch, join Ancin after lunch for a continuation of his in-depth look into post corona strategies for credit unions.

2:15 - 3:15 p.m.

Branding and Creative Tactics to Grow Your Credit Union

Peter Fugaro, President, Prymak, LLC

The credit union and bankin industry continues to become more and more competitive. Successful growth requires a comprehensive marketing and branding strategy. A strategy that combines creativity with results-oriented initiatives. Discover the importance of a strong marketing message and competitive positioning statement Explore the numerous promotional vehicles available to credit unions including social media, video, web-based marketing initiatives and better use of traditional advertising channels. Most importantly, understand the critical role that the board of directors holds in ensuring marketing suceess.

3:15 - 3:30 p.m.

Daily Wrap-Up

Saturday, August 21, 2021

7:45 - 8:45 a.m. (GP)

Sit-Down Breakfast

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

8:45 - 8:50 a.m.

Opening Remarks

8:50 - 9:50 a.m.

Technology Trends in Credit Union Services and What Directors Need to Know

Peter Fugaro, President, Prymak, LLC

Technology innovations continue to improve both our personal and business lives. The credit union and financial services industry has taken advantage of new software and systems to offer more varied products and improving the experience for customers and members. During this session you will earn about the latest technology trends in financial services and learn how these innovations can help improve the credit union’s bottom line, expand your membership and offer the best products and services for your members.

9:50 - 10:05 a.m.

Networking/Refreshment Break

10:05 - 11:05 a.m.

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

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

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.

12:10 - 12:20 p.m.

Conference Wrap-Up

Enjoy the afternoon & evening exploring Maui!

Sunday, August 22, 2021

Travel Day. Have a safe trip home!