National Directors Roundtable Conference

October 21 - 25, 2024 | Caesars Las Vegas|

Las Vegas, Nevada

Register on or Before July 25, 2024 and Save $150!

Network with fellow board of directors, board chairs, CEOs, supervisory committee members, & other credit union leaders from across the country. Explore solutions to tough issues facing credit unions with our highly acclaimed team of presenters. Learn from & share ideas with your credit union peers during a roundtable discussion by asset size.

CPE Credits Available

Registration & Hotel Information

Conference Registration

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

CEO Investment - CEO Special Rates

Attendee Investment

Guest Program

Our guest program enables your registered guest(s) to join you during the following conference events: ($349 additional per guest)

Hotel Reservation

Book your room online or call Caesars Las Vegas at 866-227-5944 to receive rates starting at$179*.

Rates are based on availability. If you are unable to book a room, call CU Conferences at 888-465-6010 for assistance.

*$45.95 daily resort fee additional

Check in is 4:00 p.m. and check out is 11:00 a.m.

Special room rates available through September 25, 2024 based on availability.

Airport and Ground Transportation*

■ The Las Vegas Airport (LAS) is only 15 minutes to Hilton Resorts World Las Vegas

■ Taxi ride is approximately $35 from the airport to the hotel

■ Uber is approximately $20 – $25 from the airport to the hotel

*Rates are only estimates


The weather in Las Vegas during the month of October is usually in the 80s during the day.

Speaker Information

Ancin Cooley, Principal
Synergy CU Consulting

Tom Glatt, Jr., Principal
Glatt Consulting Group, Inc.

Sheilah Montgomery, President
ProActive Impact, LLC

Mike Schenk, Chief Economist
America's Credit Unions

Bruce Smith, Executive Benefit Consultant
Parc Street Partners

Rob Smith, Program Manager
CUSO Financial Services

Rory Rowland, Consultant/Author
Rowland Consulting

Conference Agenda

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

Monday, October 21, 2024 - Optional PreConference Workshop

Board Liabilities and Responsibilities
Tom Glatt, Jr. , Principal/Strategy Consultant
Glatt Consulting Group, Inc.
($299 Additional)

11:30 a.m. - 1:00 p.m.

PreConference Registration

(Those attending the main conference are welcome to register at this time as well)

1:00 – 1:15 p.m.

Opening Remarks

1:15 – 2:30 p.m. 

In 1994, the Organization for Economic Cooperation and Development (OECD), published the Principles for Effective Governance. Since their release, the principles have defined for governing bodies worldwide a foundational governing framework, clear expectations or governance engagement by board members, and a delineation of governance versus management responsibilities.

2:30– 2:45 p.m. 

Networking and Refreshment Break

2:45– 4:15 p.m.

In this detailed PreConference, Tom Glatt, Jr., will lead workshop participants deep into the Organization for Economic Cooperation and Development (OECD) principles, and in the process, showcase what today’s boards must concern themselves with to avoid poor organizational performance and governance liability.

Additional Topics Covered in this Session Include:

4:15– 4:30 p.m.

PreConference Wrap Up

Monday, October 21, 2024 - Evening

11:30 a.m. – 5:00 p.m. 

Conference Registration

5:00 – 6:00 p.m. (GP)

Welcome Reception

Welcome Reception – Join “The Ones In Red,” and your credit union conference peers from across the country & their guests for cocktails, light dining & great conversation! 

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, October 22, 2024

7:30 – 8:30 a.m. 

Conference Registration

7:30 – 8:30 a.m. (GP)


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

8:30 – 8:45 a.m. 

Opening Remarks

8:45 – 9:45 a.m. 

How the Rise in Interest Rates has Impacted Supplemental Executive Retirement Plans (SERPS) - Past, Present, and Future

Bruce Smith,  Executive Benefit Consultant
PARC Street Partners

Split Dollar Plans



457(f) Plans


9:45 – 10:05 a.m. 

Networking and Refreshment Break

10:05 – 11:05 a.m. 

7 Habits of Highly Effective Boards

Ancin Cooley, Principal
Synergy Credit Union Consulting

The presence of a strong board leadership creates a sustainable advantage for a credit union. However, in the absence of board leadership, a credit union will likely suffer financially, and ultimately hurt its members. Finding the right balance between board and management leadership is essential to creating a sustainable culture, reducing risk, and providing value to members.


A few of the topics discussed include:

11:10 a.m. – 12:10 p.m.

Master the Art of Asking- Part I

Rory Rowland

Consultant, Author

Rowland Consulting

People who master the art of asking go way beyond asking simple questions. They use powerful questions that stimulate critical thinking, spark creativity, and encourage deeper understanding. But effective questioning requires active listening. This involves paying close attention not just to the words spoken, but also to the underlying emotions and unspoken messages.


Join Rory Rowland for an insightful session to learn how to be a master of asking.

12:10 – 1:20 p.m. (GP)

Group Luncheon

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

1:20 – 2:20 p.m. 

Master the Art of Asking- Part II

Rory Rowland

Consultant, Author

Rowland Consulting

Join Rory after lunch as he continues his powerful session. 

2:25 – 3:25 p.m. 

Why Wealth Management? Why Now?

Rob Smith, Program Manager
CUSO Financial Services

Over the last 20 years we have seen significant consolidation in the credit union market and the need for credit unions to be able to compete with banks and other financial service providers. Wealth management has become, and continues to be, a key offering for credit unions to offer to compete and maintain relationships.  There has been a great deal of consolidation in the wealth management arena as well.

In this session, we will look at the history of wealth management solutions in the credit union market, why this continues to be a key offering to members, and the opportunity that credit unions have in this space.  We will also discuss how to deal with this continued consolidation and what it means to credit unions and credit union members throughout the country.

3:25 – 3:45 p.m. 

Daily Wrap-Up

Wednesday, October 23, 2024

7:30 – 8:30 a.m. (GP)


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

8:30 9:30 a.m.

Roundtable Discussion By Asset Size

One of the most valuable aspects of attending a conference is the opportunity to network with other credit union professionals from across the country. Networking with those from credit unions of similar asset size is even a greater benefit. Join fellow attendees for a roundtable session to discuss the pressing issues facing credit unions. 

9:30 9:45 a.m.

Opening Remarks

9:45 10:45 a.m.

Economic Update

Mike Schenk
Chief Economist
America's Credit Union

Session description coming soon.

10:45 11:05 a.m.

Networking and Refreshment Break

11:05 a.m.12:05 p.m.

Succession Planning for Boards and Management Teams

Ancin Cooley, Principal
Synergy Credit Union Consulting

Your favorite football team knows exactly whom they will put in the game if their star quarterback gets hurt. Likewise, your favorite basketball team knows exactly who’s coming off the bench if the star player is out. So why don’t most credit unions know exactly how they would handle a vacant board or CEO position BEFORE the need arises? Most credit unions have an incomplete plan or no plan at all when it comes to board and management succession planning. This lack of planning can cost their organization greatly in the long term. Managing the succession of talent is a vital strategic process that minimizes gaps in leadership and enables your best people to develop the skills necessary for continuity and success.


This session provides real-world examples of how to design and implement an effective and flexible board or CEO succession plan that will help your organization develop a culture centered around talented management, rather than talented individuals.

12:05 12:15 p.m.

Daily Wrap-Up

Thursday, October 24, 2024

7:30 – 8:30 a.m. (GP)


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

8:30 – 8:40  a.m.

Opening Remarks

8:40 a.m. – 9:55 a.m.

Small Business Owner/Entrepreneur…A Treasured Community Resource 

Sheilah Montgomery, President
ProActive Impact, LLC

Small business owners/entrepreneurs have always been the catalyst for economic vitality. These important workers are not looking to expand globally, quite the opposite. Their businesses are in communities in which they live, worship and play. Credit unions have the awesome opportunity to embrace entrepreneurship and scale up local based businesses by providing access to capital, financial education, and collaborative partnerships. We will explore various ways credit unions can be uniquely positioned to assist small business owners/entrepreneurs gain financial access to impact the sustainability of their community lifestyles.

9:55 – 10:15 a.m.

Networking Refreshment Break 

10:15 a.m. – 11:30 a.m.

Governance: CEO Performance Goals and Evaluation

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

CEO performance goals, combined with a relevant evaluation process, ensures that CEO focus, not to mention leadership skill and competency, are sharply aligned with organizational core values, risk appetite, and strategy. Establishing CEO goals and evaluating performance is a critical board responsibility, and in this session credit union advisor, Tom Glatt, will show you ways to improve your efforts. In this board-focused session, Tom will walk you through a proper CEO goal structure, share tips for setting effective goals, and wrap up with an intuitive way to evaluate goal performance.

11:30 a.m. – 11:45 a.m.

Conference Wrap-Up

Take the Afternoon & Evening to Enjoy the Sites, Sounds & Flavors of Las Vegas!

Friday, October 25, 2024

Travel Day - Have a Safe Trip Home!

Register Early & Save!