Conference Registration

Welcome Reception

Enjoy cocktails, light dining & networking with your conference peers from across the country, their guests and “The Ones In Red.“ 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

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

Opening Remarks

Reading and Understanding Financial Statements

Tom Glatt, Jr.
Principal/Strategy Consultant
Glatt Consulting Group, Inc.

This dynamic session demystifies the art of reading and understanding financial statements. We'll explore the key components of balance sheets, income statements, and key ratios, providing you with the tools to analyze your credit union's financial health. Learn to identify trends, assess performance, and make informed decisions that drive strategic growth. Through interactive discussions and real-world examples, this session empowers board members to confidently navigate financial data and contribute to the long-term success of their credit union.

Networking/Refreshment Break

Creating an Impactful Five-Year Strategy Plan
Part I – Trends, Challenges, Initiatives

Sundeep Kapur
Founder
Digital Credence

This 4-part presentation starts with a discussion on consumer and business trends driven within and outside our industry, factoring in the important aspects of regulation. The discussion will then move towards the challenges we face as an industry, our financial institution, and the competition. From this, we will highlight the top initiatives at other progressive financial institutions while defining the vision for what a "progressive" financial institution truly is.

Assess Everything, Assume Nothing

Elizabeth Rider
Chief of Staff
On the Mark Strategies

Every organization, every credit union, has blind spots. Left unaddressed over time, these blind spots can grow like cancer and kill your credit union's growth. The key to getting ahead in today's competitive market is not flashy AI technology or data analytics software. It's assessment. Assessment reveals your unique blind spots and shows you how to fix them. This session will examine the three areas top performing credit unions today are assessing: your board, your marketing and your leadership.

Participants will learn:

• How to increase efficiencies through assessment

• The leadership tool that is transforming credit union teams across the country

•  Where and how to start assessing your credit union

Group Luncheon

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

Leadership Risk Types and Attitudes

Tom Glatt, Jr.
Principal/Strategy Consultant
Glatt Consulting Group, Inc.

This engaging session introduces credit union board members to the Risk Type Compass, a powerful tool for understanding individual risk types and attitudes. Explore how different leadership styles approach risk, make decisions, and influence organizational culture. By recognizing risk types, you can foster a more effective and collaborative decision-making environment.  This session offers practical strategies for leveraging diverse perspectives to enhance risk management, improve governance, and drive innovation within your credit union.

Creating an Impactful Five-Year Strategy Plan
Part II – The Strategic Planning Process Redefined

Sundeep Kapur
Founder
Digital Credence

A well-thought-out strategic plan has been the architect of success for these five financial institutions - they range from small to large. It is certainly different from the "same-old" planning process and provides guidelines to seek input from the entire "ecosystem." Our focus will be on defining key elements of this strategic planning process to inspire the out-of-box thinking that offers a dynamic way to drive continuous and powerful improvements!

Daily Wrap Up

Breakfast

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

Opening Remarks

Tomorrow’s Generation Starts Today: Reaching Millennials and Gen Z 

Elizabeth Rider
Chief of Staff
On the Mark Strategies

The millennial generation has been the subject of intrigue and debate for the last two decades. Now, just as you think you’ve figured out how to reach them, their successors are following closely behind: Generation Z. Lumping these distinctly different generations into one category of “young people” is a fatal mistake for your credit union. However, with the proper marketing and strategic direction, you could make both these generations loyal to you for life.

Networking/Refreshment Break

Credit Union Health and Performance

Tom Glatt, Jr.
Principal/Strategy Consultant
Glatt Consulting Group, Inc.

This insightful session provides credit union board members with a comprehensive overview of the current health and performance of the credit union industry. We'll delve into critical financial trends, examining key performance indicators, asset quality, loan growth, and the impact of economic factors. Through data-driven analysis and expert commentary, this session equips board members with the knowledge to make strategic decisions that ensure the continued success and sustainability of their credit union in today's dynamic financial landscape.

Creating an Impactful Five-Year Strategy Plan
Part III – Aligning Initiatives with Challenges and Trends

Sundeep Kapur
Founder
Digital Credence

We must first ensure that we stay relevant with those that we serve by also aligning with trends that are shaping consumer and business behavior. It is no secret that a financial institution is no longer the primary source or even the ideal provider of financial solutions; embedded finance gives people many more options. Initiatives need to be clearly aligned and diligently prioritized so we are driving a true path forward.

Group Luncheon

Join us for lunch. Registered guests are welcome to attend

Creating an Impactful Five-Year Strategy Plan
Part IV – Driving Impactful Results: Accountability, Conversations, Executions

Sundeep Kapur
Founder
Digital Credence

One of the biggest advantages of a community financial institution is the ability to deliver on true "conversations" with those that we serve - how best can we deliver on these conversations while ensuring that our ability to serve is not constrained. Our team needs to be held accountable for the initiatives with clear milestones and a way to measure progress while also adapting quickly. And what will it take to drive DRAMATIC success?

How to Be a Strategically-Minded Director

Elizabeth Rider
Chief of Staff
On the Mark Strategies

As a leader, it's easy to get trapped in the day-to-day. Even as a director, you often find yourself spending your time addressing the urgent rather than focusing on the important. However, true leaders are strategic thinkers. They work on the credit union, not just in it. This kind of strategic thinking doesn't happen overnight, though. It takes discipline and hard work, a true mindset shift.

This session will help directors:

•Learn what strategy is and what it is not
•Discern between trends and fads
•Teach your team to think strategically

Conference Wrap-Up