Spring Training

March 14 – 17, 2024| TradeWinds Island Grand Resort |
| St. Petersburg, Florida |

Revitalize your spirit, refresh your skills and renew your dedication at CU Conferencesʼ annual Credit Union Spring Training Conference. Held during two different weeks in March and in two invigorating & scenic locations. 

And, you will have valuable networking time with fellow board of directors, board chairs, supervisory committee members, senior managers, marketing and business development managers and other credit union professionals from across the country. 

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, available at just $259 per each additional guest, enables your registered guest(s) to join you during the following conference events: ($259 Additional)

Hotel Reservation

Call the TradeWinds Island Grand Resort at (800) 808-9833. Be sure to mention CU Conferences' Spring Training 2024 to receive special rates starting at $289. The resort fee is waived when you book through CU Conferences' room block.

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

Airport and Ground Transportation

Tampa International Airport (TPA) and St. Petersburg-Clearwater International Airport (PIE) are both 40 minutes from the Tradewinds Island Grand Resort

Bats Taxi is approx. $54 from the airport to the hotel

**All rates listed are subject to change and are estimates. Please check rates with the ground transportation taxi and shuttle booth prior to departure.

Weather

The weather in St. Petersburg during the month of March is downright nice. That may be why so many major league baseball teams call the area home during spring training. The average temperature reaches a high of about 76° during the day and 63° in the evenings. 

Speaker Information

Ancin Cooley, Principal
Synergy Credit Union Consulting

Nicolette Lemmon, President/Founder
LemmonTree Marketing Group

Deedee Myers, Founder/CEO
DDJ Myers, an ALM First Company

Conference Agenda

Schedule subject to change.
Registered guests are welcome during these (GP) credit union conference events.
Earn 12 CPE credits while attending this conference.

Thursday, March 14, 2024

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

Conference Registration

1:15 – 2:15 p.m. 

Evolving Board Practices to be the Highest Functioning Board

Deedee Myers, Founder/CEO
DDJ Myers, an ALM First Company


Boards are evolving their practices in collaborating and coordinating in strategic and futuristic thinking in the context of unprecedented disruptions. Your board's ability to meet these challenges and opportunities largely depends on the competency and commitment of the board's critical and strategic thinking capacity and competency. The board can always strive in their learning and self-challenging practices and rigorously and continuously fine-tune their ability to pivot to face consistent challenges and embrace new opportunities. board languishment is not an option. 

 

Participants take away: 

2:15 – 2:25 p.m. 

Premier Sponsor - PARC Street Financial Introduction

2:25– 2:40 p.m. 

Networking and Refreshment Break

2:40– 3:40 p.m.

What the Future Holds

Nicolette Lemmon, President/Founder
LemmonTree Marketing Group

There have been fundamental shifts in the relationships between the member and credit union, customer and business, employer and employee, and company and vendor. Not only has the pandemic affected people’s lives, but technology has pushed the financial industry into new competitive arenas. Consumers have been given more choices than ever before. The result has been the emergence of a new member dynamic because of the many options in the marketplace. This market demands the development of new strategies to meet the challenges of attracting and retaining members. 

Making decisions about the future for the management team and board of directors can be easier when applying questions around three strategies. Your Credit Union can thrive when you develop solutions that fit your brand using these strategies:

Nicolette will take you on a tour of how the landscape is changing for financial services and the ideas to consider when planning for your credit union’s success.

3:40– 4:00 p.m.

Daily Wrap Up

5:00 – 6:00 p.m. (GP)

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. 

Friday, March 15, 2024

8:00 – 9:00 a.m. (GP)

Breakfast

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

9:00 – 9:15 a.m.

Opening Remarks

9:15 – 10:15 a.m. 

The Evolved Role of the Board in Setting the Strategic Direction and Timing of the Board in a Merger Conversation

Deedee Myers, Founder/CEO
DDJ Myers, an ALM First Company


Between 2018 and 2022, 30% of credit unions had new CEOs, and almost a third of our CEOs are over 60. Board turnover will be between 30 and 40% over the next three years. What does this shift in leadership mean to the organization's strategic direction? What is the board's role in deciding the strategic direction? When should the board be involved in the merger conversation? What are the dangerous blind spots in setting the strategy and agreeing to commit resources to a merger conversation?

 

Participants take away: 

10:15 – 10:30 a.m. 

Networking and Refreshment Break

10:30 – 11:30 a.m. 

What Your Board Packet is Really Telling You

Ancin Cooley, Principal
Synergy Credit Union Consulting

Directors’ roles and responsibilities continue to broaden as evolving regulations and increasing demands for risk oversight turn up the heat on credit union boards. Board reports should help directors assess their credit union ’s condition and determine if the level of risk taken by the credit union conforms to the board’s policies and risk appetite. To use board reports effectively, directors should look at the trend and level of individual measures and the interrelationships among capital, asset quality, earnings, liquidity, market risk, and balance sheet growth. Understanding the true picture starts with asking the right questions, and to ask the right questions, you must understand the board reports. This session will focus on important accounting, risk, and regulatory issues facing credit union boards.

After attending of this session, you will be able to:

11:30 a.m. – 12:30 p.m.

Becoming the Digital Native: Move to the Digital-First Position in Member Experience, Marketing & Social Media

Nicolette Lemmon, President/Founder
LemmonTree Marketing Group

“Stop looking at your business as physical, web and mobile. It’s about consumers and the only thing that matters to consumers is the one screen that is in front of them.”  Mitch Joel

If people are shopping online and using mobile technology more, your credit union has to be there and with convenient solutions! Being ready to shift to the digital space means simplifying the ways to do business with your credit union. In this session, you will learn about:

12:30 – 1:30 p.m. (GP)

Group Luncheon

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

1:30 – 2:30 p.m. 

Board Recruitment: Demystifying the Process

DeeDee Myers, Founder/CEO
DDJ Myers, an ALM First Company


Is it time to modernize or refresh your board recruitment process? Does the nomination committee respond to episodic needs, or is it strategically considering organizational needs? How effective is your onboarding process? Is there an existing and effective board development process? This session provides a framework to create and execute a strategically relevant board recruitment process.

 

Participants take away:

2:30 – 3:30 p.m. 

Middle Way: Keys to Pragmatic and Sustainable Board Development in a Dynamic Environment

Ancin Cooley, Principal
Synergy Credit Union Consulting


 

In the midst of today’s economic uncertainty, steady board leadership is more important than ever.  In this timely workshop, Ancin Cooley, with Synergy Credit Union Consulting, will provide actionable strategies on today’s hottest topics surrounding leadership and growth. This session is ideal for board chairs, vice chairs, and executive committee members.

3:30– 3:45 p.m. 

Daily Wrap-Up

Saturday, March 16, 2024

8:00 – 9:00 a.m. (GP)

Breakfast

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

9:00 – 9:05 a.m.

Opening Remarks

9:05 – 10:05 a.m.

What Would You Do? Situational Strategies for Board

Ancin Cooley, Principal
Synergy Credit Union Consulting


What would you do if your CEO left today? Or if your CEO proposed a merger with another credit union? What would you do if your credit union gets hacked? These are all instances that as board you should have a playbook book for handling. In this session, Ancin will share his experiences as a consultant and examiner to ensure your institution is ready for what lies ahead.

10:05 – 10:20 a.m.

Networking and Refreshment Break

10:20 – 11:20 a.m.

When Change Happens: How to Help Your Credit Union Embrace What's Next

Nicolette Lemmon, President/Founder
LemmonTree Marketing Group

Life has constant change. Going through change is not easy for anyone, and your whole credit union team has had to embrace a lot in the last few years.

There are still many impacts felt by credit unions nationwide. A wise CEO once said to me, “Your staff will only treat your members as good as they feel treated by your credit union.” The key, then, is to make sure everyone has the tools to cope with change while staying focused on providing quality member service.

This interactive session provides ways to help you adapt to big changes in your job, career, life, and family to embrace what’s NEXT!

Nicolette Lemmon will present easy to use exercises and tools to help participants understand how to help their credit union teams move forward when change happens. Based on extensive research and training, you will find Nicolette provides insight into the human dimension that defines achievement and success. 

Her participative style allows interaction with the audience and lively discussion during her sessions about:

11:20 a.m. – 12:20 p.m.

Optional Roundtable Discussion

Exchange ideas with fellow participants during a lively discussion. This roundtable will allow time for discussion on key topics followed by representatives from each table sharing thoughts and ideas discussed at their particular table.

12:20 – 12:30 p.m.

Conference Wrap-Up

Sunday, March 17, 2024

Travel Day - Have a Safe Trip Home!

Register Early and Save!