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Explore how to form effective partnerships, strengthen governance, and build high-performing teams. Learn methods for developing innovative growth strategies, enhancing productivity, and creating lasting member and community value. Together, these sessions equip credit union directors with tools to navigate changing economic conditions, embrace emerging technologies, and lead with integrity and purpose, ensuring their institutions remain resilient and strategically focused in the years ahead.
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 19, 2026: $1395
February 20 – March 19, 2026: $1495
March 20, 2026 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
Please call the Omni La Mansion del Rio Hotel at 800-843-6664 or Book Your Room Online. Be sure to mention CU Conferences to receive rates starting at $269.
Rates are based on availability. If you are unable to book a room, call CU Conferences 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 $40 from the airport to the hotel
Uber and Lyft are also available.
Overnight parking is $55 a night with in and out privileges. $49 for day parking.
**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.
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
Bill Farley, Principal/CEO
aCUmen America, LLC
Tom Glatt, Jr., Principal/Strategy Consultant
Glatt Consulting Group, Inc.
Jennifer Webb, Director of Strategic Consulting
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 19, 2027
Monday, April 19, 2027
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 Group, and would like to thank them for sponsoring the reception.
Tuesday, April 20, 2027
Tuesday, April 20, 2027
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. – 9:10 a.m.
9:00 a.m. – 9:10 a.m.
Opening Remarks
Opening Remarks
9:10 a.m. – 10:10 a.m.
9:10 a.m. – 10:10 a.m.
Diagnosing the Industry: Macro Trends and Objective Benchmarking
Diagnosing the Industry: Macro Trends and Objective Benchmarking
Tom Glatt, Jr.
Principal/Strategy Consultant
Glatt Consulting Group, Inc.
Effective board oversight requires an objective understanding of where the institution stands relative to the broader market. This session utilizes the CU HealthScore methodology as a diagnostic lens to evaluate structural industry performance. We will analyze aggregate data to identify current economic headwinds, peer group performance ceilings, and the true state of the credit union industry. Attendees will learn how to apply external benchmarking to validate management narratives, assess strategic vulnerability, and ensure the credit union maintains a competitive trajectory.
10:10 – 10:20 a.m.
10:10 – 10:20 a.m.
Credit Union Compensation Philosophy Rewarding & Retaining Key Executives
Credit Union Compensation Philosophy Rewarding & Retaining Key Executives
PARC Street Group Representative
10:20 – 10:35 a.m.
10:20 – 10:35 a.m.
Networking/Refreshment Break
Networking/Refreshment Break
10:35 – 11:35 a.m.
10:35 – 11:35 a.m.
Is Your Credit Union Merger-Proof?
Is Your Credit Union Merger-Proof?
Jennifer Webb
Director of Strategic Consulting
On the Mark Strategies
Every credit union board will eventually face a merger conversation, whether they are looking to acquire, being approached by another institution, or simply trying to stay independent in a consolidating industry. This session helps board members, CEOs, and managers understand what it really means to be prepared—financially, culturally, and strategically—so a merger decision is made on the credit union's own terms rather than out of pressure or necessity. Topics include how to assess your institution's long-term viability, what makes a credit union an attractive (or vulnerable) target, and the fiduciary responsibilities directors carry whether they are pursuing a deal or fielding one. Attendees will leave with a clearer picture of where their credit union stands today and what it would take to strengthen that position before a merger decision ever reaches the table.
11:40 – 12:35 p.m.
11:40 – 12:35 p.m.
Top 10 Strategic Priorities for Credit Unions
Top 10 Strategic Priorities for Credit Unions
Bill Farley
Principal/CEO
aCUmen America, LLC
The future of cooperative finance is being shaped by rapid technological innovation, changing member expectations, economic uncertainty, and emerging competitive pressures. In this presentation, we examine the top 10 priorities for credit unions in 2027, highlighting the critical initiatives that will define success. Return to your credit union with practical insights to help position your credit union for long-term relevance and impact.
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.
Economic Update
Economic Update
Bill Farley
Princial/CEO
aCUmen America, LLC
This presentation offers a thorough, insightful review of the current economic landscape and its implications for credit unions. It will explore macroeconomic indicators such as GDP, employment, interest rates, inflation, and housing, analyzing how these factors influence credit union strategy and performance. We will also review credit union trends, including key financial indicators and growth, along with some compelling strategic thought starters.
2:40 – 3:40 p.m.
2:40 – 3:40 p.m.
Architecting Board Succession: The Insight Group Methodology
Architecting Board Succession: The Insight Group Methodology
Tom Glatt, Jr.
Principal/Strategy Consultant
Glatt Consulting Group, Inc.
Legacy succession planning is a structural vulnerability for credit unions. Passive recruitment frequently misaligns the board's risk profile with the institution’s long-term strategic requirements. This session details the "Insight Group" methodology, serving as a formal, objective pipeline to identify and onboard future directors. We will explore how to transition away from reactive appointment processes toward a structured architecture that ensures continuous leadership alignment and generational representation.
3:40– 4:00 p.m.
3:40– 4:00 p.m.
Daily Wrap Up
Daily Wrap Up
Wednesday, April 21, 2027
Wednesday, April 21, 2027
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.
Where Have All the Leaders Gone?
Where Have All the Leaders Gone?
Bill Farley
Princial/CEO
aCUmen America, LLC
As the world changes around us, we must adapt while maintaining a discipline to the fundamentals of guiding and keeping your credit union on course. This session examines how leadership, culture, and strategy provide an essential, foundational alignment for ongoing success.
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.
Building a High-Performance Culture from the Boardroom Down
Building a High-Performance Culture from the Boardroom Down
Jennifer Webb
Director of Strategic Consulting
On the Mark Strategies
Culture doesn't start in the break room. It starts in the boardroom. The way directors ask questions, handle disagreements, hold management accountable, and model integrity, sends signals that shape the entire organization, whether directors intend it or not. This session goes beyond the idea that "culture matters" and gives board members, CEOs, and managers a concrete way to understand how much influence the board actually has over organizational culture. It also offers practical tools directors can use to assess, reinforce, and correct culture from a governance seat, without stepping into day-to-day management. Attendees will leave with specific practices they can put to use at their very next board meeting.
11:35 a.m. – 12:35 p.m.
11:35 a.m. – 12:35 p.m.
Governing Adaptive Velocity: Aligning Strategy with Speed – Part I
Governing Adaptive Velocity: Aligning Strategy with Speed – Part I
Tom Glatt, Jr.
Principal/Strategy Consultant
Glatt Consulting Group, Inc.
High executive speed stalls against slow governance. This two-part session provides a complete blueprint for identifying and eliminating operational latency. Part one introduces the Adaptive Velocity framework. Attendees will complete a live self-assessment to locate structural friction points, examining where daily operational gravity (the "whirlwind") and behavioral conflicts create gridlock between the board and the C-suite.
12:35 p.m. – 1:35 p.m. (GP)
12:35 p.m. – 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.
Governing Adaptive Velocity: Aligning Strategy with Speed – Part II
Governing Adaptive Velocity: Aligning Strategy with Speed – Part II
Tom Glatt, Jr.
Principal/Strategy Consultant
Glatt Consulting Group, Inc.
We will introduce specific operational disciplines to accelerate each phase of Adaptive Velocity. We will explore the use of Artificial Intelligence to upgrade the Sensing phase, apply the Business Model Canvas to streamline the Deciding phase, and utilize Objectives and Key Results (OKRs) to drive the Acting phase.
2:40 – 3:40 p.m.
2:40 – 3:40 p.m.
Technology Trends for the AI (Adept and Intelligent) Credit Union
Technology Trends for the AI (Adept and Intelligent) Credit Union
Bill Farley
Princial/CEO
aCUmen America, LLC
This presentation explores the transformative technology trends reshaping the financial services industry. Discover how forward-thinking credit unions are leveraging emerging technologies to deepen member relationships, streamline operations, enhance decision-making, combat fraud, and create new opportunities for growth. You’ll leave for home with an understanding of how to turn innovation into intelligence, and intelligence into member value!
3:40 – 4:00 p.m.
3:40 – 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, April 22, 2027
Thursday, April 22, 2027
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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