Conference Agenda

Home . Agenda . Location . Speakers

The National Directors Roundtable Conference is full of timely sessions packed with fresh ideas and innovative solutions to the issues facing today’s credit unions.

Saturday, September 10, 2022

Optional PreConference Workshop:

Board Responsibilities and Liabilities

Presenter: Tom Glatt, Jr., Principal/Strategy Consultant, Glatt Consulting, 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)

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.

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:

  • Board and board member responsibilities

  • Board member recruitment and development

  • Governance accountability and liability

  • Self-assessment

  • And More!

1:00 – 1:15 p.m.

Opening Remarks

1:15 – 2:30 p.m.

Board Responsibilities and Liabilities

2:30– 2:45 p.m.

Networking and Refreshment Break

2:45– 4:15 p.m.

Board Responsibilities and Liabilities Continued

4:15– 4:30 p.m.

PreConference Wrap Up

Saturday Evening, September 10, 2022

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

Earn 19.1 CPE credits when you attend both the optional PreConference and Conference. (15.6 for main conference)

11:30 – 5:00 p.m.

Conference Registration

5:00 – 6:30 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, OM Financial, and would like to thank them for co-sponsoring the reception. Learn more about OM Financial.

Sunday, September 11, 2022

7:30 – 8:30 a.m.

Conference Registration

7:30 – 8:30 a.m. (GP)

Sit-Down Breakfast

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

8:30 – 8:45 a.m.

Opening Remarks

8:45 – 9:45 a.m.

Amazing Boards Ask Great Questions: 7 Questions Board Members Should Ask

Ancin Cooley, Principal, Synergy Credit Union Consulting


To be an amazing board, you need to ask all the right questions. Join Ancin Cooley of Synergy Credit Union Consulting, as he guides you through the 7 key questions your board should be asking to continue to succeed in this ever changing world.

9:45 – 10:05 a.m.

Networking and Refreshment Break

10:05 – 11:05 a.m.

Tomorrow's Generation Starts Today: Reaching Millennials and Gen Z

Mark Arnold, President, On the Mark Strategies


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

11:10 a.m. – 12:10 p.m.

Lending & Collections Strategies That Will Increase Your Credit Union's ROA - Part I

Brett Christensen, EVP/Chief Lending Officer, America First Credit Union


If you want to guarantee your credit union’s growth and prosperity in this highly competitive industry of financial services, you need to have a high level of net income. In this session, Brett will teach you what your credit union must do strategically to generate an exceptional return on assets (ROA).

Topics to be covered include:

  • Expense reduction strategies

  • The most common reasons why a loan-to-share ratio is low

  • How to safely increase your average loan yield

  • Lending mistakes that result in high loan losses

  • How to increase direct loan volume

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.

Lending & Collections Strategies That Will Increase Your Credit Union's ROA - Part II

Brett Christensen, EVP/Chief Lending Officer, America First Credit Union

Join Brett for a continuation of his presentation as he dives into important issues such as, how to increase direct loan volume, the importance of developing a sales culture, and much more!

2:25 – 3:25 p.m.

Recruiting and Retaining Successful Leaders

Chris Jones, Executive Benefit Consultant, OM Financial


When a credit union board is able to continuously recruit and retain talented leaders throughout the organization, it truly has an advantage in the marketplace. Of course, the inverse is true as well. If this skill or focus is lacking in any way, then the credit union, employees and membership will suffer.

  • What is the value of a successful leader, and how do you know if you have one?

  • How do you retain your leadership, what are they really looking for to make your credit union their career? (It’s a lot more than just money.)

  • How do you recruit the right CEO?

  • Once you have the right CEO replacement, how do you ensure a successful transition?

3:25 3:45 p.m.

Daily Wrap-Up

Monday, September 12, 2022

7:30 – 8:30 a.m. (GP)

Sit-Down Breakfast

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

8:30 – 8:45 a.m.

Opening Remarks

8:45 – 9:45 a.m.

Economic Outlook: Returning Toward Normal?

Steven Rick, Chief Economist, CUNA Mutual Group


Will the budding U.S. economic rebound have legs despite supply chain issues and surging COVID variants? Can expansion restore the pre-crisis economy? Are fundamental changes in the jobs market apt to cause long-term disparities? Might federal fiscal stimulus lead to runaway inflation? Get answers to these and other questions while gaining a better understanding of impacts on your credit union and its members. Steve’s session will include a review, from three perspectives, of the principal forces shaping the economy and financial markets. Plan to join Steve’s session as he gives us this and more; you don’t want to miss out!

9:45 – 10:05 a.m.

Networking and Refreshment Break

10:05 – 11:05 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.

11:05 a.m. – 12:05 p.m.

Data Driven Credit Union - Part I

Bill Farley, President/CEO, aCUmen America, LLC

Today, 86% of credit union leaders say they need to invest in reliable data and analytics capabilities for effective strategy execution and to enhance the member experience, yet less than half of credit unions are doing so.

Join Bill Farley, as he focuses on the evolution of data and analytics, types, sources, and uses.

12:05 – 1:15 p.m. (GP)

Sit-Down Luncheon

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

1:15 p.m. – 2:15 p.m.

Data Driven Credit Union - Part II

Bill Farley, President/CEO, aCUmen America, LLC

After lunch Bill Farley will continue his presentation and explore the many ways data and analytics can be leveraged to drive a high performance credit union that consistently exceeds member expectations!

2:15 p.m. – 3:15 p.m.

Social Media Trends Every Credit Union Board Member Should Know

Mark Arnold, President, On the Mark Strategies


Social media changes more rapidly now than ever. By the time you’re finished reading this paragraph, Facebook has probably changed its algorithm and a new video has gone viral on TikTok. Ignoring social media trends is no longer an option for credit unions who wish to get ahead. But what does it all mean specifically for your credit union? How do you as a board member know what to take seriously?

This session will help credit union board members:

  • Identify the social media trends that matter to your credit union and the ones that don’t

  • Match your social media strategy with your brand strategy

  • Learn how to support your credit union’s strategic goals using social media

3:15 p.m. – 3:30 p.m.

Daily Wrap-Up

Tuesday, September 13, 2022

7:30 – 8:30 a.m. (GP)

Sit-Down Breakfast

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

8:30 – 8:40 a.m.

Opening Remarks

8:40 a.m. – 9:40 a.m.

Diversity, Equity and Inclusion

Renee Sattiewhite, President and CEO, African-American Credit Union Coalition (AACUC)


The past several years should have left no doubt that diversity, equity and inclusion (DEI) programs are not only vital to the health of our communities, but also to our business. By 2030 multicultural consumers (and your future workforce) will make up the majority of the U.S. population, a growth that will bring new opportunities for empathetic and savvy organizations. But, how do you develop and implement a successful DEI program? Are you just starting your DEI journey or are you further along? Learn from a Certified Diversity Professional, and founder of the AACUC DEI Academy for Financial Professionals.

Key learning objectives:

  1. Why Cultural Competence is Important to Credit Unions

  2. Understanding Diversity vs. Equity vs. Inclusion

  3. How to Implement DEI at Credit Unions

  4. The Business Case for DEI at Credit Unions

  5. Why Taking a Personal Journey is Essential

9:40 – 10:00 a.m.

Networking Refreshment Break

10:00 a.m. – 11:00 a.m.

CEO Performance Evaluations. How are They Really Doing?

Deedee Myers, PCC, MSC, Founder & CEO, DDJ Myers


Even though they’ve reached the pinnacle of credit union leadership, CEOs still strive to do better; to grow; to succeed. Without honest feedback, a CEO can feel unfulfilled, unchallenged or even become complacent. Genuine and thorough performance evaluations are critical to the continued growth and success of both the CEO and the board.

Developing a CEO performance evaluation takes time, but it is time well spent. DDJ Myers has built a framework that utilizes the differing backgrounds and experiences of the board to provide a comprehensive evaluation that points out the good, the bad and the ugly. This honest feedback fuels the CEO’s appetite for improvement and reinforces the credit union’s strategic priorities. As a result, a more well-aligned board and CEO will emerge and a strong foundation for the future will be established. You will leave with an outline of how and why to build and execute a meaningful CEO performance evaluation from the ground up.

11:05 a.m. – 12:05 p.m.

Developing Your Credit Union's Business Model

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

Highly functioning businesses have highly developed, well-tuned business models. Think of Apple and the way they are structured to move a product from concept into stores with minimal friction. Or how about VF Corporation, an expert in consumer brand management. Did you know that Vans, North Face, and Timberland, among others, are all part of the VF family? So how about your credit union? If you are seeking a similarly clear and/or strong business model, join Tom Glatt as he maps out the critical elements of credit union business model structure and explains how you can redesign your credit union's business model for optimal performance.

12:05 p.m. – 12:15 p.m.

Conference Wrap-Up

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

Wednesday, September 14, 2022

Travel Day - Have A Safe Trip Home