Conference Registration

Welcome Reception

Please join us for cocktails, light dining and a valuable networking opportunity with fellow directors, board chairs, supervisory committee members, CEOs, senior management, committee members, other credit union leaders from across the country and . . . “The Ones In Red”

CU Conferences is grateful for the support of its sponsor, PARC Street Group, 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

Avoiding Board & Leadership Blind Spots

The most dangerous leadership challenges aren’t the ones you see—they’re the ones you don’t. Every board member and executive leader has blind spots: behaviors and habits that quietly influence decisions, relationships and results. Left unaddressed, these blind spots limit strategic thinking, weaken culture and reduce board and leadership effectiveness. This session helps credit union leaders recognize common blind spots and offers practical ways to surface and address them before they get in the way of strong governance and leadership.

This session will cover:

• What leadership blind spots are—and why they matter most in the boardroom

• The most common blind spots affecting boards and executive teams

• How blind spots quietly undermine trust, accountability and strategy

• Practical ways to reduce blind spots through feedback and self-awareness

Credit Union Compensation Philosophy
Rewarding & Retaining Key Executives 

PARC Street Group Representative

Networking/Refreshment Break

Tomorrow’s Generation Starts Today: Keys to Marketing to Gen. Z

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. 

This session will cover:

• Key differences between Millennials and Generation Z

• Myths about Millennials and Generation Z

• How to effectively market to the next generation

Credit Union Growth Trends Part I

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

Sit-Down Luncheon 

Credit Union Growth Trends Part II

Continue learning growth trends with Mark and Shawn in the conclusion of this 2-part session.

Hot Topics Discussion

Some of the best learning actually occurs with our fellow directors and executives. In this session, everyone will have a chance to share one or two challenges they are facing along with one or two best practices they are implementing at their credit union. This peer-to-peer Mastermind group session will foster ideas you can take back and use to help your credit union grow.

Daily Wrap-Up

Breakfast

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

Opening Remarks

Change is Scary….Transition Isn’t: Leading a Credit Union Through an Era of Constant Change

Change doesn’t have to feel overwhelming, even in an environment where it never seems to stop. While change is unavoidable, how people experience it is something leaders can influence. This session focuses on the human side of change and helps credit union leaders understand why transition feels difficult and how to guide employees through it with confidence.

This session will cover:

• The difference between change (what is happening) and transition (how people experience it)

• Why even positive change creates feelings of loss and uncertainty

• The stages employees move through during transition and what they need from leaders at each stage

• Practical tools leaders can use to support, stabilize and engage their teams during change

Networking/Refreshment Break

7 & 7: 7 Habits of Highly Ineffective Board Members; 7 Steps to Become a Better Board Member

What if the biggest threat to board effectiveness isn’t what the board doesn’t know….but how it behaves? Board performance is shaped less by resumes and more by everyday habits in the boardroom. This fast-paced, practical session takes an honest look at behaviors that quietly derail boards and pairs them with clear steps board members can take to strengthen their impacts. This session will cover:

• Seven habits that consistently weaken board performance

• How board member behavior shapes culture, trust and executive effectiveness 

• The impact of energy, focus and discipline on the boardroom

• Seven practical steps board members can take to become strong, more effective leaders

Conference Wrap-Up