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. 

Breakfast

Opening Remarks

Leadership, Succession Planning, Board Impact, Board Accountability, Compensation

The board plays a critical role in driving the success of the credit union, a mission that carries significant responsibility. This session will explore strategies for leadership enablement and effective succession planning. We’ll engage in a candid discussion about the board's involvement in fostering accountability and delivering measurable impact. Additionally, we’ll address the vital topic of compensation at all levels, ensuring alignment with organizational goals and industry standards.

Credit Union Compensation Philosophy: Rewarding & Retaining Key Executives

Parc Street Partners Representative

Networking/Refreshment Break

Charting the Future: Preparing for the Next 10 Years

Over the past five years, digital initiatives have accelerated at an unprecedented pace, and this evolution shows no signs of slowing down. As we look ahead, we must prepare for innovative (new) products, diverse access points (omni-channel), advanced outreach strategies (beyond regular marketing), secure transactions (cyber and real crime), and enhanced money movement solutions (real-time). This session will explore industry’s ongoing transformation as we collectively strive to promote financial wellness for the communities we serve.

Turning Your Strategic Plan into a Functionally Dynamic Roadmap 

A strategic plan serves as both a visionary guide and a practical roadmap to drive execution. Some forward-thinking credit unions have adopted long-term strategic plans complemented by shorter, agile sprints—dynamic frameworks that offer the flexibility to adapt and accelerate in a rapidly changing environment. This session will provide actionable guidelines to help you craft a strategic plan that positions your organization for sustained success.

Sit-Down Luncheon

Addressing Key Strains on Income

Credit unions face mounting challenges: competitive pressures, regulatory demands, rising infrastructure costs, interest rate risks and caps, declining interchange income, and fee income erosion—the list goes on. This session will focus on strategies to tackle these income strains and uncover new revenue streams that drive member acquisition, retention, and share-of-wallet. To thrive, our business must shift from a transactional approach to an advisory-focused model.

Disaster Response Planning

Even the most well-thought-out plans cannot prevent unforeseen events from occurring. Disasters, by nature, are unpredictable, which is why proactive planning and effective response strategies are essential. This session will delve into real-world lessons learned from 'disastrous' events—such as breaches, fraud, arson, and negative publicity. We'll explore what to do, what to avoid, and the critical timing of actions to ensure a resilient and effective disaster response.

The Day in Review

Breakfast

Opening Remarks

What Happens in the Boardroom

Insightful discussions happen across boardrooms, from large financial institutions to small ones, from paid boards to volunteer-led ones. Topics range from strategy and mentorship to the evaluation of tactics. This session will explore lessons we can apply to make our own boardroom conversations more impactful, uncensored, unfiltered, and filled with truly powerful ideas.

Networking and Refreshment Break

What Keeps Us Up at Night

Today’s consumers expect more than ever, pushing us to meet rising demands while navigating significant challenges. Challenges from economic pressures and resource constraints to money movement, cybercrime, infrastructure, and the growing need for personalization.

Join us ready to share your challenges as we work together to brainstorm solutions and strategies for success

Daily Wrap-Up