National Credit Union Conference for Directors and Senior Management

May 1 – 5, 2024 | Francis Marion Hotel |

Charleston, South Carolina

Join credit union board of directors, board chairs, supervisory committee members, CEOs, senior management, committee members, branch managers & other credit union leaders from across the country for an exploration of today’s biggest challenges facing credit unions. Return to your credit union revitalized with fresh ideas & innovative solutions for taking your credit union to the next level. 

Earn 12 CPE credits while attending this conference.

Registration & Hotel Information

Conference Registration

We offer an excellent educational return on your conference investment. Register early for greatest savings. 

Guest Program

Our guest program enables your registered guest(s) to join you during the following conference events: ($269 per additional per guest)

Hotel Reservation

May 1st - 5th booking instructions: If you are arriving May 1st and departing on or before May 5th, you can book online or call the Francis Marion Hotel at 843-722-0600.

Booking instructions for arriving PRIOR to May 1st AND/OR departing after May 5th: Call the Francis Marion Hotel at 843-722-0600.

Be sure to mention CU Conferences to receive rates starting at $309.

Rates are based on availability. If you are unable to book a room, call CU Conferences at 888-465-6010 for assistance.

Ground Transportation*

■   Taxi ride is approximately $36 from the airport to the hotel

■   Uber and Lyft are also available

■  Self-parking is available at $20 per day in the city-owned garage next door to the hotel. 

*Rates are only estimates


The weather in Charleston during the month of May is generally high 70s during the day to high 60s at night.

Speaker Information

Bill Ayers, Head of Campus Development, College Ave Student Loans

Celeste Cook, CEO/Founder, cuStrategies, LLC

Peter Fugaro, President, Prymak, LLC

Veronica Herrera, Director of Product/Core Credit Services  

Bruce Hoogstraten, President
High Street Coaching, LLC

Tim Quinn, President
Success From The Inside Out

Mike Rayburn, Keynote Speaker

Conference Agenda

Schedule subject to change. Registered guests are welcome during these (GP) credit union conference events.

Wednesday, May 1, 2024

4:00 p.m. - 5:00 p.m.

Conference Registration

5:00 – 6:00 p.m. (GP)

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. 

Thursday, May 02, 2024

8:00 – 9:00 a.m. (GP)


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

9:00 - 9:15 a.m. 


9:15 - 10:15 a.m. 

Write Music You Can't Play

Mike Rayburn
Keynote Speaker

About Our
Keynote Speaker

Mike Rayburn is a two-time TED Talk Presenter, an innovative entrepreneur and Hall of Fame speaker who uses world-class guitar and comedy to teach change and innovation to corporations world-wide. He has headlined Carnegie Hall, headlined in Las Vegas, and performed more than 5,000 presentations in 20 countries on five continents. Rayburn is a regular on Sirius/XM and morning radio nationwide. He has performed as guitarist with The Beach Boys and John Oates.

Rayburn’s keynote is called “The What IF? Keynote Experience.” You will learn three simple tools for harnessing your unrealized potential, creating and leading change, and becoming a virtuoso performer. You’ll hear amazing music including a solo guitar version of Bohemian Rhapsody.

Oh, and you laugh a LOT!  No one does what Mike Rayburn does.

In this powerful, interactive session, you will learn to think big – bigger than you have – about your business, life, and career. They say a mind, once expanded by a new idea never regains its original shape. That is exactly what we’re going to do. You will learn to stop filtering your goals through what’s possible, and instead start with what’s cool! What’s right! What’s the dream case scenario? Goals that complete this phrase: “OK, this is crazy but we’re going to _________! Why set a course which is obvious and boring? Why not start with the dream case scenario? In a perfect world what would you do? THAT is the type of goal which brings elevation and transformation. 


We will then translate your new vision into specific goals, actionable plans, and commit them to the calendar. The idea is for everyone – individuals, teams, and entire organizations to know what to do starting day one to achieve your highest aspirations! 


You will also learn the secrets of goal achievement. These are the tools, practices and principles utilized by top 1% achievers in any field to sharpen your learning curve and streamline your accomplishment of even the boldest of goals! Among them you will learn techniques for visualization, morning routines, and programming the subconscious mind for maximum efficiency!


Together, we’re going to write music you can’t play… and then do whatever it takes to play it!

10:15 – 10:30 a.m. 

Networking and Refreshment Break

10:30 – 11:30 a.m. 

Behind the Headlines: Navigating Student Loan Debt for CU Members

Bill Ayers, Head of Campus Development, College Ave Student Loans

Few financial topics have gotten as much attention over the past three years than student loans. After a lengthy pause, federal student loan payments resumed in October 2023, so what better time than now to discuss the challenges facing the sizable population of student loan borrowers. This population goes well beyond students currently attending college and includes every generation, including Boomers! 


With an emphasis on private funding options and consumer credit management, this session summarizes the products and services credit unions can offer their members. 


As the burden of student loan debt continues to grow, equipping students and families with the knowledge and skills to manage their finances effectively is essential for their long-term financial well-being. 

This session will cover: 

11:35 a.m. – 12:35 p.m.

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 my 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.

12:35 – 1:35 p.m. (GP)

Group Luncheon

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

1:35 – 2:35 p.m. 

Board's Role in Membership Growth: Rethink, Renew, and Revive

Celeste Cook, CEO/Founder, cuStrategies, LLC

What can Board leaders do to effectuate membership growth. As leaders, we must find ways to rethink, renew, and revive our approach to membership growth.

Credit unions across the nation must find ways to become more innovative in their efforts to not only retain their existing members, but increase their membership growth through new members specifically Millennials and Gen Zs—the next generation of revenue.

2:40 – 3:40 p.m. 

Leadership - Building the Best Board

Tim Quinn, President, Success From the Inside Out

You hold the key to future leadership.  With your unique experience and considerable knowledge you are in a position to make a difference - and you are in the midst of a community that is desperately in need of it. This session will sharpen the skills you have to be an effective mentor to nurture and build new leaders in your credit union. Together we will cover the emotions of leadership along with focus, authority, communication, execution, motivation and legacy.  You will leave this session with an outline to develop another person into a leader in a life changing way.  This has an opportunity to be one of your greatest contributions. 

3:40 – 3:50 p.m. 

Daily Wrap-Up

Friday, May 3, 2024

8:00 – 9:00 a.m. (GP)


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

9:00 – 9:05 a.m.

Opening Remarks

9:05 – 10:05 a.m.

Understanding Cyber Security 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 add 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.

10:05 – 10:20 a.m.

Networking and Refreshment Break

10:20 – 11:20 a.m.

Your Credit Union in Your Community: Creating a Foundation

Bruce Hoogstraten, President, High Street Coaching, LLC

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:


11:25 12:05 p.m.

The Future Credit Unions...Becoming Relevant

Celeste Cook, CEO/Founder, cuStrategies, LLC

Explore ways to become more relevant to your members, businesses, and people in the community to help you maximize loan growth, profitability, and membership growth as well as retention.

In today’s economic landscape, successful credit unions must find ways to become more relevant to consumers and their specific needs and wants as well as to businesses in the community.

Explore ways to become more relevant in today’s economic landscape to retain and attract more members!

12:05 – 12:15 p.m.

Daily Wrap-Up

Take the Afternoon & Evening to Enjoy the Sites, Sounds & Flavors of Charleston!

Saturday, May 4, 2024

8:00 – 9:00 a.m. (GP)


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

9:00 – 9:05 a.m.

Opening Remarks

9:05 – 10:05 a.m.

Groundwork for Strategic Planning

Tim Quinn, President, Success From the Inside Out

Each year your board needs to review the long and short term plans and goals for your credit union and plot your course. Everyone on the board brings different resources and during your planning sessions it is necessary to cultivate these resources so you are at your best as a whole.  Strategic planning requires basic principles that we will review in this session to lay the groundwork for your planning sessions, and execution, to be more productive.  Use this up to date information to maximize your resources and make good decisions regarding the future of your union.

10:05 – 10:20 a.m.

Networking and Refreshment Break

10:20 - 11:30 a.m.

Credit Union Risks from a Director's Perspective

Bruce Hoogstraten
High Street Coaching, LLC

As a credit union director, do you have a good understanding of all the different types of risk your credit union may be facing today? How can you be better informed? 


In this session you will learn:

11:30 11:45 a.m.

Daily Wrap-Up

Take the Afternoon & Evening to Enjoy the Sites, Sounds & Flavors of Charleston!

Sunday, May 05, 2024

Travel Day - Have a Safe Trip Home!!

Register Early & Save!