Conference Registration

Welcome Reception

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, PARC Street Group, and would like to thank them for co-sponsoring the reception.

Breakfast

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

Opening Remarks

Modern Governance Essentials:
Moving Beyond Compliance

Many boards find themselves trapped in a cycle of reactive compliance, focusing on "checking boxes" rather than driving value. This session introduces a modern framework for governance that prioritizes adaptability and strategic focus over rigid bureaucracy. We will identify the core principles that distinguish high-performing boards and learn how to shift from a "past-tense" review mindset to a forward-looking strategic partnership.

Credit Union Compensation Philosophy Rewarding & Retaining Key Executives

Parc Street Group Representative

Networking/Refreshment Break

Defining the Board's Job: Eliminating Ambiguity

One of the biggest sources of friction in the boardroom is role ambiguity—confusion over where the board’s work ends and management’s begins. This session maps out the six distinct domains of board oversight to create a clear "job description" for the directors. We will clarify the difference between high-level oversight and operational execution, ensuring every agenda item has a clear purpose and owner.   

Financial Oversight: Identifying Leading Indicators of Success

Effective financial stewardship requires more than just reading a spreadsheet; it requires understanding the story behind the numbers. This session focuses on using the balance sheet and income statement as strategic tools to assess long-term sustainability rather than just short-term results. We will move beyond basic accounting definitions to identify the key ratios that serve as early warning signals for future risks and opportunities.

Sit-Down Luncheon

Strategic Agility: Governing a Volatile Environment

A strategic plan that sits on a shelf is a liability in today's rapidly changing economy. This session explores how the board can actively oversee strategy without crossing the line into operational planning. We will discuss how to implement a continuous feedback loop that allows the credit union to adapt to market shifts, ensuring the board provides direction that is both steady and flexible.

Measuring Success: Oversight Without Micromanagement

How can a board ensure the credit union is performing well without inspecting every daily task? This session provides a framework for monitoring organizational performance through high-level outcomes rather than low-level inputs. We will examine how to design effective dashboards and conduct CEO evaluations that focus on strategic results, ensuring accountability is maintained without stifling management’s agility.

Daily Wrap-Up

Breakfast

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

Opening Remarks

The Cooperative Difference: Member-Centric Governance

In an increasingly commercialized industry, retaining the cooperative differentiator is a strategic advantage. We will audit the board's alignment with member interests and democratic rights.

Networking/Refreshment Break

The Proactive Agenda: Building a Year-Round Governance Calendar

Theory is ineffective without execution. We will conclude the conference by converting the concepts learned into a tangible annual governance calendar.

Conference Wrap-Up