Conference Registration

Welcome Reception

Join us for cocktails, light dining, and great conversation. Registered guests are welcome to attend.

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

Be sure to stop by and visit a Parc Representative during reception!

Breakfast

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

Opening Remarks

Roles and Responsibilities of Credit Union Directors

During this kickoff session to the conference, you will gain an introduction to general board responsibilities. This sets the stage by clearly defining what it means to be a credit union director, focusing on fiduciary responsibilities, legal obligations, and the strategic role they play in the credit union's success.

Key Subcategories:

• Fiduciary Responsibilities: care, loyalty, and obedience

• Understanding bylaws and governance documents

• Director liability and indemnification

Credit Union Compensation Philosophy: Rewarding & Retaining Key Executives

PARC Street Partners' Representative

Networking and Refreshment Break

Governance Best Practices for Credit Unions

Effective governance is essential for the credit union's long-term sustainability and member trust. Do you have a good governance model at your credit union – and have you updated (or rewritten) your policy manual to reflect your governance model? How well do you balance oversite with strategic guidance?

Key Subcategories:

• Board composition and succession planning

• Effective meeting management and decision-making

• Balancing oversight with strategic guidance

Financial Literacy for Credit Union Directors

Directors must understand key financial concepts to make informed decisions and oversee the credit union's financial health. View a better understanding of reading financial statements and KPIs, asset-liability management (ALM) basics, and managing risk.

Key Subcategories:

• Reading financial statements and KPIs

• Asset-liability management (ALM) basics

• Monitoring and managing risk (credit, liquidity, interest rate)

Group Luncheon

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

Strategic Planning and Vision Development

Directors are responsible for steering the credit union toward long-term goals that align with member needs. How well are your mission, vision, and strategy aligned? Also discuss emerging trends and member-centric innovation.

Key Subcategories:

• Aligning mission, vision, and strategy

• Identifying and managing strategic risks

• Emerging trends and member-centric innovation

Compliance & Regulatory Issues

Staying compliant with regulations is essential to avoid legal and financial repercussions.

Key Subcategories:

• Key regulations affecting credit unions (e.g., NCUA, BSA, CFPB)

• Role of the supervisory committee

• Cybersecurity and data protection obligations

The Day in Review

Breakfast

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

Opening Remarks

The Board-CEO relationship

A strong, collaborative relationship between the board and CEO is crucial for effective leadership and governance. Look at setting clear expectations, evaluation methodology, pay philosophy, structuring compensation and incentive pay.

Key Subcategories:

• Setting clear expectations and evaluating performance

• Communication and Compensation

• Navigating leadership transitions and succession planning

Networking and Refreshment Break

The Future of Credit Unions – Opportunities & Challenges

Directors need to understand the macro trends shaping the credit union industry to remain proactive and competitive. Technology and digital transformation, mergers, partnerships, and growth strategies, as well as evolving member demographics and expectations.

Key Subcategories:

• Technology and digital transformation

• Mergers, partnerships, and growth strategies

• Evolving member demographics and expectations

Roundtable Discussion and Q&A

Conference Wrap-up