Conference Registration

Opening Remarks

Driving an Effective Digital Transformation

Sundeep Kapur, Founder, Digital Credence

Five exceptional credit union case studies that are still in progress; one big tip, success here is all about “continuously delivering on omni-channel journeys.” Valuable insights from peer credit union – ideal practices, lessons learned, and “reignition” approaches.” From technology stacks, to processes, to people – this discussion is your guide to the ultimate digital transformation.

Credit Union Compensation Philosophy Rewarding & Retaining Key Executives  

OM Financial

Networking and Refreshment Break

Organizational Structure: Building a Digital-First Business Model

Tom Glatt, Jr., Principal/Strategy Consultant, Glatt Consulting Group, Inc.

Whether you're cautiously evolving into a credit union with a digital service offering or already consider yourself a fully digital credit union, there is a fundamental element that must be present to ensure successful strategic execution over the long-term: a digital-first business model. In this in-depth session, Tom Glatt will dive into the elements of the business model structure, teach you how to use that structure to reimagine and execute a competitive digital-first model, and leave you with tips on how to best maintain your business model advantage.

Daily Wrap Up

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. 

Sit-Down Breakfast

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

Opening Remarks

Digital Transformation and Strategy for Credit Unions

Peter Fugaro, President, Prymak, LLC

Technology and digital innovations continue to improve both our personal and business lives. What is Digital Transformation? How should your credit union develop a digital focused strategy? Peter will break this down so board members and executives can help their IT leadership navigate the right path. Also, during this session, you will learn about the latest digital tools and technology trends in financial services to help enhance productivity, efficiency and create a simpler yet robust online experience for your members.

Networking and Refreshment Break

Taking Risk: The Risk Profile Necessary for Innovation and Transformation

Tom Glatt, Jr., Principal/Strategy Consultant, Glatt Consulting Group, Inc.

You want to be a strong digital competitor, and that means embracing innovation. New products, new processes, and most importantly, new strategies will be necessary to drive innovation - and “new” requires taking risks. But not every organization has what it takes to take risk due to the risk profiles of their leadership teams. In this session, Tom Glatt will utilize the Risk Type Compass to describe the various risk-taking profile types individuals possess, explore the profile types necessary to drive innovation, and leave you with tips on how to deal with risk aversion in positive and helpful ways.

Empowering Our People to Serve Members Effectively

Sundeep Kapur, Founder, Digital Credence

For a consumer that has access to digital services 24x7, a conversation with a human should deliver on the expectation of perfection. How best should we assist our people to serve the evolving, omni-channel, and complex needs of our membership? Practical, innovative, and effective ideas on digitally assisted services – supported by useful case studies that you can easily apply.

Group Luncheon

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

Technology Due-Diligence Before a Merger or Acquisition

Peter Fugaro, President, Prymak, LLC

The NCUA approved 76 mergers in Q1 and Q2 of 2022, up from Q1 2021. As the trend continues, credit union boards need to continue to be vigilant throughout the due-diligence process. One area that can get overlooked is technology: what will the new technology infrastructure look like after the merger? During this session we’ll discuss the merger and acquisition process with a close look at how to ensure existing technology is considered and how the future state will look before the final consolidation.

Panel Discussion

This is a great time to ask questions to our expert presenters, share ideas with fellow attendees and leave with valuable information.

Daily Wrap-Up

Sit-Down Breakfast

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

Opening Remarks

Transformation Goals: Creating Forward-Looking Organizational Guidance

Tom Glatt, Jr., Principal/Strategy Consultant, Glatt Consulting Group, Inc.

The world largest, most successful, and best known companies did not start at the top, nor did they get there by accident. Most, if not all of them, used a tried and true methodology for establishing organizational goals - goals that then challenged their respective leadership teams to achieve peak performance and create exceptional shareholder value. While many credit unions set goals, few set the kinds of transformative, forward-looking goals that drive peak performance and exceptional value. In this session Tom Glatt will teach you how to rethink your goal structure and development process using the same tried and true methodologies in place at the world’s best run companies.

Networking and Refreshment Break

Understanding Cybersecurity and Protecting Member Data

Peter Fugaro, President, Prymak, LLC

The ability for credit unions to use the cloud and online technologies creates the power to add new products, improve service for existing members and attract new membership. But online hacking, data breaches and identity theft are present in cyberspace and adds risk to a credit union’s operation. This session is designed to present in a straightforward manner how credit union executives and board members can understand how the institution can take advantage of the web while limiting risks and protecting member data.

The Magic Tablecloth

Sundeep Kapur, Founder, Digital Credence

Your digital assets are like a magic tablecloth that should be able to display what people want, make it uber easy to find information, and easily recognize visitors without being creepy. Immense amounts of data, machine learning algorithms, and superfast computational speeds are driving the future of your digital assets. This discussion will focus on how we can leverage these features to have personalized and valuable interactions.

Conference Wrap-Up