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Thursday, November 9, 2023
Thursday, November 9, 2023
Schedule subject to change. Registered guests are welcome during these (GP) credit union conference events.
All sessions will be lead by Bruce Hoogstraten, President/CEO, High Street Coaching, LLC
Earn 8.4 CPE credits while attending this conference.
4:00– 5:00 p.m.
4:00– 5:00 p.m.
Conference Registration
Conference Registration
5:00 – 6:00 p.m. (GP)
5:00 – 6:00 p.m. (GP)
Welcome Reception
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, OM Financial, and would like to thank them for co-sponsoring the reception. Learn more about OM Financial.
Friday, November 10, 2023
Friday, November 10, 2023
8:00 – 9:00 a.m. (GP)
8:00 – 9:00 a.m. (GP)
Sit-Down Breakfast
Sit-Down Breakfast
Join us for a hearty sit-down breakfast. Registered guests are welcome to attend.
9:00 – 9:15 a.m.
9:00 – 9:15 a.m.
Introduction
Introduction
9:15 – 10:15 a.m.
9:15 – 10:15 a.m.
Introduction and How to Understand Responsibilities
Introduction and How to Understand Responsibilities
During this kickoff session to the conference, you will gain an introduction to general board responsibilities, NCUA guidelines, different governance models, and your board fiduciary responsibilities.
10:15 – 10:30 a.m.
10:15 – 10:30 a.m.
Networking and Refreshment Break
Networking and Refreshment Break
10:30 – 11:30 a.m.
10:30 – 11:30 a.m.
Effective Board Meetings
Effective Board Meetings
Do you spend more time during your board meetings “in the weeds” of operational matters – or do you focus on big picture strategic issues? In this session you will learn some thoughts and best practices for planning better board meetings, meeting format and agendas, strategic planning in board meetings, some metrics and scorecards, and board self-assessment strategies.
11:35 a.m. – 12:35 p.m.
11:35 a.m. – 12:35 p.m.
CEO Evaluations
CEO Evaluations
Do you have a detailed method to evaluate and compensate your CEO, and is it directly linked to your Credit Union’s mission, strategic 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: Pay philosophy, benchmarks for CEO pay, evaluation methodology, and sample evaluation & incentive pay program.
12:35 – 1:35 p.m. (GP)
12:35 – 1:35 p.m. (GP)
Group Luncheon
Group Luncheon
Join us for lunch. Registered guests are welcome to attend.
1:35 – 2:35 p.m.
1:35 – 2:35 p.m.
CEO Evaluations (Continued)
CEO Evaluations (Continued)
Join Bruce after lunch for his continued session for evaluating and compensating your CEO.
2:40 – 3:40 p.m.
2:40 – 3:40 p.m.
Board Development
Board Development
Is your board stuck? If so – it’s probably because some boards NEVER change. A well-functioning and properly structured board of directors provides good governance and has never been more important.
Session Highlights:
Board assessments and Evaluations
Board Composition
Board Succession and Development
Associate Board Member Programs
Recruiting and Securing Productive Board Members
3:40 – 4:00 p.m.
3:40 – 4:00 p.m.
Daily Wrap-Up
Daily Wrap-Up
Saturday, November 11, 2023
Saturday, November 11, 2023
8:00 – 9:00 a.m. (GP)
8:00 – 9:00 a.m. (GP)
Sit-Down Breakfast
Sit-Down Breakfast
Join us for a hearty sit-down breakfast. Registered guests are welcome to attend.
9:00 – 9:05 a.m.
9:00 – 9:05 a.m.
Opening Remarks
Opening Remarks
9:05 – 10:15 a.m.
9:05 – 10:15 a.m.
Your Credit Union in Your Community
Your Credit Union in Your Community
How involved is your credit union in your community? Does your credit union have a separate foundation to use for community support and philanthropic endeavors? Have you considered creating a foundation?
Session Highlights:
Basic Steps to Create a Foundation
How to Structure Your Foundation
How to Use the Foundation in Your Community
10:15 – 10:30 a.m.
10:15 – 10:30 a.m.
Networking and Refreshment Break
Networking and Refreshment Break
10:30– 11:45 a.m.
10:30– 11:45 a.m.
Roundtable Discussion and Q&A
Roundtable Discussion and Q&A
As you can see from all the information you received, there is a lot to consider when it comes to board development and responsibilities. We’ll utilize this time to break into small groups and discuss those considerations with each other to help find real solutions you can bring back to your credit union.
11:45 – 12:00 p.m.
11:45 – 12:00 p.m.
Daily Wrap-Up
Daily Wrap-Up
Take the Afternoon & Evening to Enjoy the Sites, Sounds & Flavors of Scottsdale!
Take the Afternoon & Evening to Enjoy the Sites, Sounds & Flavors of Scottsdale!
Sunday, November 12, 2023
Sunday, November 12, 2023
Travel Day. Have a safe trip home!
Travel Day. Have a safe trip home!
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