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Be Sure to Register and Receive Your Complimentary Assessment!
Unlock Your Leadership Potential:
Discover Your Risk Type with a FREE Assessment!
Do you know how your risk type influences your leadership style and decision-making?
We are excited to offer a special opportunity for attendees of the Credit Union Strategy and Performance Conference: a complimentary Risk Type Compass assessment and personalized report ($150 value). This powerful tool, grounded in psychological research, will provide you with valuable insights into your unique risk type and how it impacts your leadership approach.
Here's what you'll gain:
Discover your individual Risk Type: Understand your natural tendencies when it comes to evaluating and responding to risk.
Enhance your decision-making: Learn how your risk type influences your decision-making process and identify potential biases.
Improve leadership effectiveness: Explore how your risk type shapes your leadership style and identify strategies to leverage your strengths.
Build stronger teams: Discover how different risk types interact and develop strategies for fostering collaboration and effective communication.
This offer is deeply integrated with the Leadership Risk Types and Attitudes conference session. During the session, we'll explore the Risk Type Compass reports in detail, providing you with practical strategies to leverage your risk type for enhanced decision-making, improved governance, and greater innovation within your credit union.
Don't miss out on this exclusive offer! Register for the conference today and unlock a deeper understanding of yourself as a leader.
Earn 12 CPE credits while attending this conference.
Conference Quick Links:
Registration & Hotel Information
Registration & Hotel Information
Conference Registration
Conference Registration
We offer an excellent educational return on your conference investment. Register early for the best conference rates!
On or Before February 27, 2025: $1395
February 28 – March 27, 2025 $1495
March 28, 2025 and Beyond: $1595
Guest Program: $295
Guest Program
Guest Program
Our guest program enables your registered guest(s) to join you during the following conference events: ($295 additional per guest)
Monday's Welcome Reception
Tuesday's Breakfast
Tuesday's Sit-Down Luncheon
Wednesday's Breakfast
Wednesday's Sit-Down Luncheon
Hotel Reservation
Hotel Reservation
Book your room online or call Omni at 800-843-6664. Mention CU Conferences to receive special rates starting at $259.
When you book through CU Conferences’ block of rooms you will receive receive complimentary in-room Internet access and use of the fitness center.
Rates based on availability
If you are unable to book a room, please give us a call at 888-465-6010 for assistance.
Airport and Ground Transportation**
Airport and Ground Transportation**
The San Antonio International Airport (SAT) is approximately 20 minutes from Omni La Mansión del Rio Hotel. Transportation Details:
A taxi ride is approximately $35 from the airport to the hotel
Uber and Lyft are also available.
Overnight parking is $49 a night with in and out privileges. $35 for day parking
Public self-parking across the street is $10 daily plus tax with no in & out privileges
**All rates listed are subject to change and are estimates.
Weather
Weather
The weather in San Antonio during the month of April is generally very pleasant. The average temperature reaches a high of about 81° during the day and high 50s in the evenings.
Sites to See:
Sites to See:
Visit the Historic site of the 13 day siege that was a pivotal event in the Texas Revolution. The site was originally founded by Roman Catholic missionaries in the 18th century, then abandoned, which became a fortress with periodic garrisons after. On February 23, Mexico took 2000+ soldiers to reclaim the fort, which had a force around 200+ total men from the Republic of Texas.
From April 24 to May 4, 2025, discover Fiesta San Antonio, a celebration and parades in commemoration of the Battle of the Alamo, and the rich diverse culture of the people of San Antonio. The parades often include sculptures decorated with a plethora of different types of colorful flowers. Hear plenty of musicians perform, and indulge in a selection of tasty cuisine. Funds go towards helping the citizens and the city of San Antonio as well!
Come visit a fascinating aquarium with a number of interactive exhibits with the animals. The aquarium is home to tons of marine life, and even birds, reptiles, and mammals! Rather you want to interact with a cute penguin, hold a sloth, lemur, or a iguana, there's something for everyone.
Speaker Information
Speaker Information
Tom Glatt, Jr.
Principal/Strategy Consultant
Glatt Consulting Group, Inc.
Sundeep Kapur
Founder
Digital Credence
Elizabeth Rider
Chief of Staff
On the Mark Strategies
Conference Agenda
Conference Agenda
Schedule subject to change. Registered guests are welcome during these (GP) credit union conference events.
Monday, April 28, 2025
Monday, April 28, 2025
4:00 p.m. – 5:00 p.m.
4:00 p.m. – 5:00 p.m.
Conference Registration
Conference Registration
5:00 p.m. – 6:00 p.m. (GP)
5:00 p.m. – 6:00 p.m. (GP)
Welcome Reception
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.
Tuesday, April 29, 2025
Tuesday, April 29, 2025
8:00 – 9:00 a.m. (GP)
8:00 – 9:00 a.m. (GP)
Breakfast
Breakfast
Join us for a hearty breakfast. Registered guests are welcome to attend.
9:00 a.m. – 9:15 a.m.
9:00 a.m. – 9:15 a.m.
Opening Remarks
Opening Remarks
9:15 a.m. – 10:15 a.m.
9:15 a.m. – 10:15 a.m.
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.
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.
10:15 – 10:30 a.m.
10:15 – 10:30 a.m.
Networking/Refreshment Break
Networking/Refreshment Break
10:30 – 11:30 a.m.
10:30 – 11:30 a.m.
Creating an Impactful Five-Year Strategy Plan
Part I – Trends, Challenges, Initiatives
Creating an Impactful Five-Year Strategy Plan
Part I – Trends, Challenges, Initiatives
Sundeep Kapur
Founder
Digital Credence
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.
11:35 – 12:35 p.m.
11:35 – 12:35 p.m.
Assess Everything, Assume Nothing
Assess Everything, Assume Nothing
Elizabeth Rider
Chief of Staff
On the Mark Strategies
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.
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:
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
12:35 – 1:35 p.m. (GP)
12:35 – 1:35 p.m. (GP)
Group Luncheon
Group Luncheon
Join us for lunch. Registered guests are welcome to attend.
1:35 p.m. – 2:35 p.m.
1:35 p.m. – 2:35 p.m.
Leadership Risk Types and Attitudes
Leadership Risk Types and Attitudes
Tom Glatt, Jr.
Principal/Strategy Consultant
Glatt Consulting Group, Inc.
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.
2:40 – 3:40 p.m.
2:40 – 3:40 p.m.
Creating an Impactful Five-Year Strategy Plan
Part II – The Strategic Planning Process Redefined
Creating an Impactful Five-Year Strategy Plan
Part II – The Strategic Planning Process Redefined
Sundeep Kapur
Founder
Digital Credence
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!
3:40 – 4:00 p.m.
3:40 – 4:00 p.m.
Daily Wrap Up
Daily Wrap Up
Wednesday, April 30, 2025
Wednesday, April 30, 2025
8:00 – 9:00 a.m. (GP)
8:00 – 9:00 a.m. (GP)
Breakfast
Breakfast
Join us for a hearty breakfast. Registered guests are welcome to attend.
9:00 a.m. – 9:15 a.m.
9:00 a.m. – 9:15 a.m.
Opening Remarks
Opening Remarks
9:15 a.m. – 10:15 a.m.
9:15 a.m. – 10:15 a.m.
Tomorrow’s Generation Starts Today: Reaching Millennials and Gen Z
Tomorrow’s Generation Starts Today: Reaching Millennials and Gen Z
Elizabeth Rider
Chief of Staff
On the Mark Strategies
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.
10:15 a.m. – 10:30 a.m.
10:15 a.m. – 10:30 a.m.
Networking/Refreshment Break
Networking/Refreshment Break
10:30 a.m. – 11:30 a.m.
10:30 a.m. – 11:30 a.m.
Credit Union Health and Performance
Credit Union Health and Performance
Tom Glatt, Jr.
Principal/Strategy Consultant
Glatt Consulting Group, Inc.
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.
11:30 a.m. – 12:30 p.m.
11:30 a.m. – 12:30 p.m.
Creating an Impactful Five-Year Strategy Plan
Part III – Aligning Initiatives with Challenges and Trends
Creating an Impactful Five-Year Strategy Plan
Part III – Aligning Initiatives with Challenges and Trends
Sundeep Kapur
Founder
Digital Credence
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.
12:30 p.m. – 1:30 p.m. (GP)
12:30 p.m. – 1:30 p.m. (GP)
Group Luncheon
Group Luncheon
Join us for lunch. Registered guests are welcome to attend
1:30 p.m. – 2:30 p.m.
1:30 p.m. – 2:30 p.m.
Creating an Impactful Five-Year Strategy Plan
Part IV – Driving Impactful Results: Accountability, Conversations, Executions
Creating an Impactful Five-Year Strategy Plan
Part IV – Driving Impactful Results: Accountability, Conversations, Executions
Sundeep Kapur
Founder
Digital Credence
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?
2:35– 3:35 p.m.
2:35– 3:35 p.m.
How to Be a Strategically-Minded Director
How to Be a Strategically-Minded Director
Elizabeth Rider
Chief of Staff
On the Mark Strategies
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
3:35 – 4:00 p.m.
3:35 – 4:00 p.m.
Conference Wrap-Up
Conference Wrap-Up
Take the Afternoon & Evening to Enjoy the Sites, Sounds & Flavors of San Antonio!
Take the Afternoon & Evening to Enjoy the Sites, Sounds & Flavors of San Antonio!
Thursday, May 1, 2025
Thursday, May 1, 2025
Travel Day - Have a Safe Trip Home!
Travel Day - Have a Safe Trip Home!
Register Early and Save!
Register Early and Save!
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