Conference Registration

Opening Remarks

Leadership - Building the Best Board

Tim Quinn
President
SuccesS From The Inside Out

You hold the key to future leadership. With your unique experience and considerable knowledge, you are able to make a difference - and you are in the midst of a community that is desperately in need of it. This session will sharpen the skills you have to be an effective mentor to nurture and build new leaders in your credit union. Together we will cover the emotions of leadership along with focus, authority, communication, execution, motivation and legacy. You will leave this session with an outline to develop another person into a leader in a life changing way. This has an opportunity to be one of your greatest contributions.

Networking and Refreshment Break

Crisis Communications

Jennifer Vickery
President/CEO
National PR Strategies

Credit unions face a growing array of risks-ranging from data breaches to member service issues-that can significantly impact their reputation. This session will provide attendees with an in-depth understanding of how their roles contribute to managing these risks, with a focus on the essential role of crisis communications in safeguarding the credit union's reputation. Attendees will learn how every department, from risk management to C-suite executives and managers, to marketing departments must collaborate effectively when navigating a crisis.

• Understanding the Impact of Data Breaches and Other Risks

• Crisis Communications: Best Practices for a Cohesive Response

• The Role of Leadership in Crisis Management 

• Best Practices with Crisis and Risk Management

• Social Media & Media Coverage

• Developing a Crisis Management Framework

Daily Wrap Up

Welcome Reception

Join us for cocktails, light dining, and great conversation. 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.

Introduction

Cryptocurrency and Credit Unions

Tim Quinn
President
SuccesS From The Inside Out

There are a lot of questions about participating in the digital currency space.  This session discusses the basics of crypto along with the risks, rewards and regulations.  The National Credit Union Association (NCUA) and Fin Cen have opened the door for Credit Unions to service this segment of the financial market.  Let’s take a look.

Networking and Refreshment Break

Strategic Vision: Turning Today's Challenges into Tomorrow's Opportunities

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

This session explores how to develop a proactive strategic plan that not only addresses current challenges but also capitalizes on emerging opportunities. We'll delve into environmental risk assessment, helping you identify key trends and potential disruptions, and translate those insights into a compelling vision for your credit union's future. Participants will learn how to create a strategic plan that fosters sustainable growth and enhances market relevancy.

CU Social Media Trends and Legal Strategies to Stop You From Getting Sued – Part I

Ethan Wall
President
The Social Media Law Firm
Social Media Law and Order

In today’s fast-paced digital world, credit unions must embrace the latest social media trends to remain competitive—without falling into costly legal traps. In this dynamic two-part session, social media lawyer Ethan Wall unpacks the hottest trends reshaping the industry, from AI-powered marketing and influencer partnerships to sweepstakes, social selling, and viral campaigns. Then, he’ll equip you with practical, step-by-step legal strategies to help your credit union reach new members in the 21st century—without risking lawsuits, reputational damage, or compliance violations. Learn how to empower your team to be social while staying secure.

Group Luncheon

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

CU Social Media Trends and Legal Strategies to Stop You From Getting Sued – Part II

Ethan Wall
President
The Social Media Law Firm
Social Media Law and Order

Continued...

Storytelling for Financial Inclusion

Jennifer Esperanza, PhD
Sr. Director of Organizational Culture and Strategy
Coopera

• Explore the impact of personal stories from displaced communities to gain valuable insights and enhance member services

• Share best practices on how to connect with members with empathy and support

• Practice ways of storytelling to foster connections

Daily Wrap-Up

Breakfast

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

Opening Remarks

Communicating With Confidence, Impact and Authenticity

Elaine Powell - Keynote Speaker
Thought Disruptor TM 

Presenting with confidence, is something that most people aspire to do well. Whether it is standing up talking at a meeting, delivering a presentation or sharing your voice, opinions and views with others. When you present with confidence you get to touch, move and inspire others. Being able to be the center of attention, without reverting internally to what makes you different is vital, so you can connect with those listening on a deeper level.

During this interactive talk, Elaine will share tips and tools that will enable the audience to begin to present with confidence, have the mental mindset of a powerful communicator, that will enable anyone to become visible as a great leader through their communication.

As a result of taking part, the attendees will:

• Deal with nerves and deliver with their own unique presentation style

• Know ways to grab the listener’s attention, hold their interest and conclude strongly

•  Deliver an enthusiastic and well-practiced presentation

• Communicate information clearly and concisely to their audience

• Persuade and/or influence the audience

• Gained confidence in themselves, their ability, and presentation skills

• Enhanced their interpersonal and communication skills

Networking and Refreshment Break

From Strategy to Action: Implementing Initiatives That Drive Results

Tom Glatt, Jr.

Principal/Strategy Consultant

Glatt Consulting Group, LLC

This session focuses on the crucial step of translating strategic objectives into actionable initiatives. We'll guide you through the process of designing and prioritizing specific projects, allocating resources effectively, and establishing clear implementation plans. Participants will learn how to ensure that strategic initiatives are successfully executed and deliver tangible, measurable results.

Daily Wrap-Up