Conference Agenda

The National Credit Union Conference for Directors and Senior Management is full of timely sessions packed with fresh ideas and innovative solutions to the issues facing today’s credit unions.

Wednesday, May 13, 2020

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

Earn 12 CPE credits while attending this conference.

4:00 - 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, OM Financial, and would like to thank them for co-sponsoring the reception. Learn more about OM Financial.

Thursday, May 14, 2020

8:00 – 9:00 a.m. (GP)

Sit-Down Breakfast

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

9:00 – 9:15 a.m.

Opening Remarks

9:15 – 10:15 a.m.

Maximizing Your Marketing with Social Media Influencing, Intellectual Property, and Sweepstakes

Ethan Wall, President/CEO, Social Media Law and Order Education, LLC

Credit unions who influence their members with compelling content and engage them with creative social media contests and sweepstakes experience significant online engagement, increased member goodwill, and drive traffic to their website. But if these social initiatives violate state and federal laws, credit unions can experience serious legal risks or even have their social media accounts deleted.

Three key points to be covered:

• Innovative strategies on how to engage members through contests, sweepstakes, and protect their marketing campaigns from competitors

• How credit unions use social media influencers to attract attention, increase engagement, and engage prospective members

• Necessary steps to ensure social media promotions comply with federal laws and how to protect your content from theft

Three tangible benefits attendees will take home:

• Strategies on how to engage their members with creative contests, sweepstakes, promotions, and influencers

• A comprehensive understanding of federal laws and social media regulations that govern online promotions & influencers

• Steps on how to implement a compliant social media promotions

10:15 – 10:30 a.m.

Networking and Refreshment Break

10:30 – 11:30 p.m.

Managing Stress During Times of Change

Nancy J. Lewis, MS, SHRM-CP, RCC, PHR, President, Progressive Techniques, Inc.

The challenge to do more with less, technology, and maintaining life/work balance are just a few of the issues that can make you feel like you are experiencing stress on steroids.

You have a lot more control than you might think. The realization that you are in control of your life is the foundation of managing stress. Stress management is about taking charge of your lifestyle, thoughts, emotions & the way you address problems. It is important to stop & take inventory of what is going on in your day-to-day life. Research points to one key fact; prolonged stress takes a toxic toll on the body, brain, mind & soul.

No matter how stressful your life seems, there are steps you can take to relieve the pressure and regain control. Nancy will provide you with some stress statistics & facts to help you understand the need to manage stress in your life.

11:35 – 12:35 p.m.

How to Develop and Implement an Associate Board Development Program

Bruce Hoogstraten, President, Geo-San, Inc

Is your board complacent? Some boards never change – but a well-functioning and properly structured board of directors provides good governance and has never been more important.

Join Bruce for some fresh ideas & a guide to best practices for:

• Creating an associate board member program

• Implementing an associate board program

• Current board demographics

• Board assessment and evaluations

• Board succession and development

• Recruiting and securing productive board members

12:35 – 12:45 p.m.

Daily Wrap Up

Take the Afternoon & Evening to Enjoy the Sites, Sounds & Flavors of Niagara Falls, Ontario, Canada!

Friday, May 15, 2020

8:00 – 9:00 a.m. (GP)

Sit-Down Breakfast

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

9:00 – 9:15 a.m.

Opening Remarks

9:15 – 10:15 a.m.

Building a Disruptive Brand Starts With You...and You...and You

Randy Schultz, Vice President of Marketing, Strum

The success of your brand is not a marketing initiative—it’s a business model initiative that must be focused on by every-one in the organization. That’s you . . . and you . . . and you.

Lose the silo mentality. Your credit union’s prosperity depends on your board, executives and staff at every level leading by example. Your CRM, HR, IT, Call Center and Marketing must all be involve and not afraid to evolve.

Randy will show you how to reach the audiences you’re after the way they want to be reached, versus how you think they should be reached.

Topics of discussion:

• What is a disruptive brand? How do you determine what yours is – or isn’t?

• Why your organization at every level will only work best together when they’re pursuing the same goals and have access to the same actionable information

• How to bend silos, not break them

• Tips for becoming one of the influencers with the power to shift organizational norms

10:15 – 10:30 a.m.

Networking and Refreshment Break

10:30 – 11:30 a.m.

Diversity and Inclusion

Nancy J. Lewis, MS, SHRM-CP, RCC, PHR, President, Progressive Techniques, Inc.

Different doesn’t mean deficient. As the workplace becomes more diverse, it’s vital that progressive companies equip and educate their leaders and employees on how to relate more effectively with others who are different.

It’s critical that we become aware of how we relate and communicate with others and recognize our filters and biases and how they impact working relationships. Your credit union must learn how to grow and develop future leaders, by tapping into the skills and talents of everyone and learning to align diversity and inclusion with leadership.

Is diversity a melting pot, a salad or a gumbo? What is the difference between diversity and inclusion? How can your credit union engage in courageous conversations around this important topic to bring greater understanding?

Nancy will challenge you and increase your awareness on the value of diversity and inclusion in every area of your life. Join her and you’ll take away a greater understanding of the importance of being proactive and how to provide tools that facilitate increased awareness so employees can be more effective in working with diverse team members.

11:35 – 12:35 p.m.

Holistic Leadership: The Key to Remaining Relevant for Growth

Celeste Cook, CEO/Founder, cuStrategies, LLC

Explore how a holistic approach to leadership will make your credit union become more relevant to your members, businesses and community. Achieve this and you’ll maximize loan growth, profitability and membership growth as well as loyalty.

Celeste will provide new insights into creating a culture of creativity, innovation, and engagement in order to retain existing members and attract new ones for long-term sustainability.

• Explore key leadership strategies for growth and profitability

• Identify ways to strengthen your brand to create greater relevance

• Determine the right approach to build a culture of creativity, innovation, and engagement

• Understand how the “7 P’s” impact the member experience and growth

12:35 – 1:35 p.m. (GP)

Sit-Down Group Luncheon

1:35 – 2:35 p.m.

The Five Things to Know about Social Media, the Internet and Technology Law

Ethan Wall, President/CEO, Social Media Law and Order Education, LLC

Your credit union can gain a major advantage by leveraging technology, but it can also experience serious legal risks if technology is used incorrectly. Ethan will educate you on the five things you must know about laws regarding social media, Internet and technology.

• Five social media, Internet and technology laws that technology professionals must be aware of

• How to spot technology-related legal risks before they reach crisis levels

• Technology management solutions that will help your CU become more efficient, more effective and more compliant

You’ll leave Ethan’s presentation with a deep understanding of social media, Internet, and technology laws that can have a serious impact on your credit union. He’ll teach you how to conduct a technology risk assessment to spot potential downfalls and a list of technology solutions that your credit union can implement through policies, procedures and training to increase efficiency while limiting serious legal liability.

2:40 – 3:40 p.m.

Good Governance and Related Policies

Bruce Hoogstraten, President, Geo-San, Inc

Does your credit union have a good governance model? Has it updated—or rewritten—its policy manual to reflect your governance model?

Bruce will guide you through the essentials your credit union needs to know.

• Recognizing a good governance model

• Developing governance policies to support the governance model

• Understanding an “ends statement”

• Structuring relationship policies with your board and CEO

3:40 – 3:50 p.m.

Daily Wrap Up

Saturday, May 16, 2020

8:00 – 9:00 a.m.

Sit-Down Breakfast

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

9:00 – 9:05 a.m.

Opening Remarks

9:05 – 10:05 a.m.

Transforming Your Data Analytics into Powerful Brand and Strategies

Randy Schultz, Vice President of Marketing, Strum

For your digital transformation to be truly effective, leadership, marketing, IT, operational strategies and your entire culture must align behind highly personalized member journeys and a well-articulated, passionate and authentic brand position. Success requires new ways of thinking about data mining, targeting and traditional channels in marketing strategies. By leveraging rich member behavioral analytics and market big data, you can better target member and prospect segments that grow wallet share and market share.

The C-Suite grows impatient for tangible growth results from marketing budgets. And no one is better positioned than a savvy marketing leader to drive transformation. Credit unions must carefully balance budgets with a shift towards measurable digital marketing, building market brand awareness and relevant, experiential differentiation.

The transformation starts with you. It starts with every employee understanding what it means & how it applies to them. Communication, transparency & hands-on delivery to your members and consumers . . . starts with the same delivery to your staff first. Join Randy for an in-depth discussion of how to translate strategy into tangible actions and experiences.

10:05 – 10:20 a.m.

Networking and Refreshment Break

10:20 – 11:20 a.m.

Millennials and Their Impact on the Economy and Credit Unions

Celeste Cook, CEO/Founder, cuStrategies, LLC

In a fast-paced competitive industry, what can your credit union do to attract and retain Millennials—the next generation of revenue for credit unions?

Millennials are the next generation of revenue, and credit union leaders must become more progressive and forward thinking to attract this vital demographic. Your credit union has to dig deep to understand what Millennials really value and need in order to attract and retain them long-term.

Celeste will introduce you to strategies designed to help credit unions successfully attract and retain Millennials.

• Explore how Millennials are and will impact our economy and credit unions

• Understand why Millennials are crucial to your credit union’s long-term sustainability

• Discover what your credit union can do to become more relevant to Millennials

• Determine the best approach to attract Millennials and retain them

• Identify ways to partner with Millennials to help them achieve their financial dreams

• Examine key strategies to build a future with Millennials for long-term sustainability

11:25 a.m. – 12:25 p.m.

Roundtable Discussion

One of the most valuable aspects of attending a conference is the opportunity to network with credit union leaders from across the country as you learn from & share ideas.

12:25 – 12:45 p.m.

Conference Wrap-Up

1:00 – 5:30 p.m.

Optional Group Event (Separate Fee Applies)

Join us for a scenic tour and box lunch.

Take the Afternoon & Evening to Enjoy the Sites, Sounds & Flavors of Niagara Falls, Ontario, Canada!

Sunday, May 17, 2020

Travel Day. Have a safe trip home!