Director's Strategy and Credit Union Performance Conference

April 22 - 25, 2024, Omni La Mansion del Rio Hotel | San Antonio, TX

The world is changing everyday. New technologies, new payment methods, new member communication channels, new competitive trends and cybersecurity risks, and so much more. How is your credit union preparing and adjusting to these new trends?

Join credit unions from across the country as we explore many trends during this new, and important conference.

Earn 12 CPE credits while attending this conference.

Registration & Hotel Information

Conference Registration

We offer an excellent educational return on your conference investment. Register early for the best conference rates!

Guest Program

Our Guest Program, enables your guest to join you during the following conference events: ($295 additional)

Hotel Reservation

Book your room online or call Omni at 800-843-6664. Mention CU Conferences to receive special rates starting at $254

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**

The San Antonio International Airport (SAT) is approximately 20 minutes from Omni La Mansión del Rio Hotel. Transportation Details: 

**All rates listed are subject to change and are estimates.

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.

Speaker Information

Mark Arnold, President
On the Mark Strategies

Tom Glatt, Jr., Principal, Strategy Consultant Glatt Consulting Group, LLC

Shawn Temple,  Strategy Director
On the Mark Strategies

Conference Agenda

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

Monday, April 22, 2024

4:00 p.m. – 5:00 p.m.

Conference Registration

5:00 p.m. – 6:00 p.m. (GP)

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 23, 2024

8:00 – 9:00 a.m. (GP)

Breakfast

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

9:00 a.m. – 9:15 a.m.

Opening Remarks

9:15 a.m. – 10:15 a.m.

Using Value Propositions to Diversify Revenue


Tom Glatt, Jr.

Principal/Strategy Consultant

Glatt Consulting Group, Inc.


Loan interest income remains the highest, most prevalent source of revenue for most credit unions. But there are ways to "think differently" about what your credit union offers to members to diversify sources of revenue - beyond resorting to punitive fee income. In this session, Tom Glatt will explore the unique ways credit unions are rethinking value propositions in order to create new and profitable connections with members.

10:15 – 10:30 a.m. 

Networking/Refreshment Break

10:30 – 11:30 a.m. 

Increase Productivity and Effectiveness With Working Geniuses

Shawn Temple
Strategy Director
On The Mark Strategies

Have you ever wondered why your team is not as effective or productive as they probably should be? You have the right people, but something just feels a little off.  You’re not alone.  The Six Types of Working Genius is a new tool that helps people discover their natural gifts so they may thrive in their work. When people better understand the types of work that bring them more energy and fulfillment and avoid work that leads to frustration and failure, they can be more self-aware, more productive and more successful. 

11:35 – 12:35 p.m.

Building a Lasting Brand

Mark Arnold
President
On The Mark Strategies

Branding is more than just changing a few brochures and the look of a website. Much more! A true comprehensive branding program will impact the entire organization. Your credit union doesn’t just “do” branding one year and mark it off its “to do” list. Your credit union must “live” the brand every day. This session provides practical information on what to do and not do with your credit union’s brand, including: 

12:35 – 1:35 p.m. (GP)

Group Luncheon

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

1:35 p.m. – 2:35 p.m.

The Competitive Landscape


Tom Glatt, Jr.

Principal/Strategy Consultant

Glatt Consulting Group, Inc.


The competitive landscape has never been more diverse and threatening than it is now. And the competitive pressure is not likely to let up any time soon. In this session, Tom Glatt will walk you through an overview of top competitors across the country, and in the process help deepen your competitor awareness and better prepare you to develop an "appropriately responsive" strategy at your credit union.

2:40 – 3:40 p.m.

Developing the Ultimate Strategic Plan

Shawn Temple
Strategy Director
On The Mark Strategies

Successful credit unions have sharp strategic plans. Organizations that consistently plan well enjoy success more frequently. As author Jim Collins notes in his book Good to Great, “good is the enemy of great.” Ultimate strategic planning sessions focus on how to ensure your credit union does not settle for good, but strive for greatness. 

This session covers:

3:40 – 4:00 P.m.

Daily Wrap Up

Wednesday, April 24, 2024

8:00 – 9:00 a.m. (GP)

Breakfast

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

9:00 a.m. – 9:15 a.m.

Opening Remarks

9:15 a.m. – 10:15 a.m.

Attracting and Retaining Next Generation Members


Tom Glatt, Jr.

Principal/Strategy Consultant

Glatt Consulting Group, Inc.


Credit unions want to grow, especially in the key demographic groups that constitute “next generation” members. Far too many credit unions, however, still rely on strategies more suited to baby-boomers - strategies that repeatedly fail to attract the attention of younger members and potential members. In this session, Tom Glatt will help you chart a better course, deepening your understanding of “next generation” interests and highlighting the critical strategies necessary to attract them to your credit union.

10:15 a.m. – 10:30 a.m.

Networking/Refreshment Break

10:30 a.m. – 11:30 a.m.

Improving Board Performance

Shawn Temple
Strategy Director
On The Mark Strategies

Many board members report that meetings are too long, waste time and achieve nothing. That’s because the board is not performing at an optimal level. Yet as Leading For Governance notes, “a thriving board is a competitive advantage.” One of the best ways to improve your credit union is to improve your board. This sessions provides:

 

11:35 – 12:35 p.m. 

Credit Union Growth Trends Part I

Mark Arnold
President
On The Mark Strategies

Pausing never leads to growth. Now more than ever, credit unions need proven growth strategies not just to survive, but to thrive in today’s economic uncertainty. When it comes to your growth, you must adjust your strategies and pivot your tactics. You must also know the top trends successful credit unions are implementing to grow. 


In this session, you will learn a clear path to growth, ways to zig while others are zagging and solutions to recession proof your credit union. 


We will cover seven strategic action steps you can take today to grow your credit union.

12:35 p.m. – 1:35 p.m.

Group Luncheon

Join us for lunch. Registered guests are welcome to attend

1:35 p.m. – 2:35 p.m.

Credit Union Growth Trends Part II

Mark Arnold
President
On The Mark Strategies

Join Mark Arnold after lunch for the continuation of his session covering the seven strategic action steps you can take today to grow your credit union.

2:40 – 3:40 p.m.

Optional Roundtable Discussion

Exchange ideas with fellow participants during a lively discussion.

3:40 – 4:00 p.m.

Conference Wrap-Up

Take the Afternoon & Evening to Enjoy the Sites, Sounds & Flavors of San Antonio!

Thursday, April 25, 2024

Travel Day - Have a Safe Trip Home!

Register Early and Save!