Conference Agenda

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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.

Thursday, May 12, 2022

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

Earn 12 CPE credits while attending this conference.

11:30 a.m. - 1:00 p.m.

Conference Registration

1:00 – 1:15 p.m.

Opening Remarks

1:15 – 2:15 p.m.

How to Increase Engagement, Revenue, and Retention

Celeste Cook, Presiden/CEO, cuStrategies, LLC


In our uncertain economic landscape, credit union leaders must become more strategic in their efforts to increase engagement, revenue, and retention. Explore key strategies to help you overcome barriers to growth and create a culture for growth!


• Understand how COVID-19 has impacted the economy, our members, and credit unions

• Explore a holistic leadership approach to growth and increased revenue

• Identify key strategies to increase employee engagement

• Discover unique programs and strategies to increase member engagement and retention

• Determine the best approach to create a culture for growth

2:15 – 2:30 p.m.

Networking and Refreshment Break

2:30 – 3:30 p.m.

Evaluating Financial Statements to Avoid Fraud

Adrian Johnson, Chief Financial Officer - Sr. Vice President, MECU Credit Union of Baltimore


The Sarbanes-Oxley Act requires your credit union and its auditors to be more aggressive in detecting and preventing

fraud. Join Adrian for an informative session that will provide an overview of how to effectively evaluate financial statements to avoid fraud.


Session highlights:


  • Definition of fraud

  • Reasons for fraud

  • Examples of fraud

  • Identifying potential fraud schemes and prioritizing them on risk

  • How possible fraud may flow through the financial statements

  • Fraud prevention and detection controls

3:30 – 3:45 p.m.

Daily Wrap Up

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.

Friday, May 13, 2022

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.

Introduction

9:15 – 10:15 a.m.

Creating a Foundation

Bruce Hoogstraten, President, Geo-San, Inc.


Does your credit union have a separate foundation to use for community support and philanthropic endeavors? Have you considered creating a foundation?

In this session you will learn some thoughts and best practices:

  • Should you consider a foundation?

  • Basic steps to create a foundation

  • How to structure your foundation

  • What would you use the foundation for?

10:15 – 10:30 a.m.

Networking and Refreshment Break

10:30 – 11:30 a.m.

Key Marketing Strategies for Growth

Celeste Cook, President/CEO, cuStrategies LLC


What can credit unions do to become more relevant and create more opportunities for growth in an uncertain economic landscape?

  • Explore ways to strengthen your brand to create greater relevance

  • Determine the best approach to attract Millennials and Gen Zs

  • Discover powerful marketing resources to help you drive growth

  • Explore innovative programs and services to increase loan opportunities

11:35 a.m. – 12:35 p.m.

Risk Update and What Credit Unions Need to Watch Out For - Part I

Deron Rossi, President, DJR Consulting


In this session, we will get a risk update in a Post-COVID 19 world. Much has changed in the last two years, but what has not changed is the fact that risks will always be present and will always be changing. We will get an update of what the risk landscape looks like in 2022, including the hot discussion of ESG (Environmental, Social and Governance) risks.

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.

Risk Update and What Credit Unions Need to Watch Out For - Part II

Deron Rossi, President, DJR Consulting


Our bodies are nourished so we will continue to discuss risks. We will focus on a dark risk that is always lurking in the shadows and is always evolving. That risk is fraud risk. We will augment our understanding of fraud risks, including looking at the "who", "what" and "how" fraud is being perpetrated. Learning more about it will help us with how we can address it BEFORE it happens. Increasing your understanding of this risk will help protect the credit union and its reputation, and aid in your strategy execution.

2:40 – 3:40 p.m.

Asset Liability Management (ALM) Interest Rate Liquidity Risk

Adrian Johnson, Chief Financial Officer - Sr. Vice President, MECU Credit Union of Baltimore


With the recent NCUA Interest Rate Regulation (IRR) in effect, it’s imperative that your credit union is prepared. Join Adrian Johnson for an informative session that will provide an overview of effective asset/liability management (ALM).


Adrian will lead you through current trends in ALM, the impact of economic issues on your credit union, a basic ALM strategy that will help your CU compete and more.

  • Organizing a successful ALM process

  • The impacts of interest rate changes on cash flow and financial management

  • Monitoring and measuring liquidity

  • Measuring and understanding interest-rate risk

3:40 – 3:50 p.m.

Daily Wrap-Up

Saturday, May 14, 2022

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 – 9:05 a.m.

Opening Remarks

9:05 – 10:05 a.m.

Creating an Annual CEO Evaluation and Incentive Plan Aligned with Your Strategic Goals

Bruce Hoogstraten, President, Geo-San, Inc.

Some of the key topics of discussion:

  • CEO pay aligned with annual strategic goals

  • Creating an Evaluation methodology

  • Creating an incentive pay plan

10:05 – 10:20 a.m.

Networking and Refreshment Break

10:20 – 11:20 a.m.

Recruiting and Retaining Younger Board Members

Cori Rodriguez, Director, Tucson Federal Credit Union


Explore a different approach to attract, engage, and retain new board members. Not only new board members, younger board members. What would your ideal board look like? If you are looking for a more diverse, younger board, this session will give you new strategies on how to recruit, attract, and engage younger board members.

To be sustainable, growing millennial and younger generation membership is a must. Your board of directors should reflect your membership diversity. Understand why millennials volunteer. Volunteer boards are a huge commitment; we need to make sure we are making the time involved worthwhile for all board members.


Additionally, we’ll touch on recruitment, which cannot just be an annual call for self-nominations. Candidates must be vetted and understand what they are committing to before they come anywhere close to a ballot.

11:25 a.m. – 12:25 p.m.

Roundtable Discussion


Exchange ideas with fellow participants during a lively discussion. The first part of the roundtable will allow time for discussion on key topics. The second part will consist of representatives from tables sharing thoughts and ideas.

12:25 – 12:45 p.m.

Daily Wrap-Up

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

Sunday, May 15, 2022

Travel Day. Have a safe trip home!