Conference Registration

Opening Remarks

U.S. Economic Outlook & Its Impact on CUs

Bill Farley
Principal/CEO
aCUmen America, LLC

GDP, Interest Rates, Unemployment, Housing, Inflation, Recession…all of these are top of mind when navigating our credit unions into the future. More than ever, as credit union leaders we must solve for how we maintain safety and stability, execute strategy, and help members help themselves.  We’ll review key economic indicators as well as an analysis of the credit union marketplace to help you make better strategic decisions through 2026 and beyond.

Networking and Refreshment Break

Succession Planning – it is the Rule Now. Are you Ready?

Deron Rossi
President
DJR Consulting

Leadership transitions are no longer optional—they’re mandated. The National Credit Union Administration (NCUA) now requires federally insured credit unions to develop and maintain written succession plans for key roles. This session will unpack the rule, explore its implications, and provide actionable strategies to help your credit union stay compliant and future ready.

What You’ll Learn:

• The core requirements of the NCUA succession planning rule

• How to identify and prepare for critical leadership roles

• Real-world case studies of successful and failed transitions

• Budgeting and board engagement best practices

• Tools to assess your credit union’s readiness

Daily Wrap Up

Welcome Reception

Join us for cocktails, light dining, and great conversation. Paid 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. Paid registered guests are welcome to attend.

Opening Remarks

Best of the Best

Bill Farley
Principal/CEO
aCUmen America, LLC

The responsibilities of leadership today have never been so important or complicated while at the same time, never so challenged.  In the Leadership Challenge we have an enlightening exploration into the 5 most important characteristics for today’s most successful leaders. 

Networking and Refreshment Break

Questions You Should be Asking Management

Deron Rossi
President
DJR Consulting

Boards today have evolved to being more strategic, and modern governance states that is the best practice. Boards need to migrate from oversight to insight.  Why this matters:

Rapid Change in the Credit Union Landscape: Member expectations are rising and fintech disruptions are accelerating. Boards face a fast-changing environment where strategic leadership is more critical than ever. 

Boards as Strategic Partners: To guide credit unions through change, boards must go beyond basic oversight. Visionary boards act as agile strategic partners, helping lead their institutions toward future success. 

The Power of Asking the Right Questions: Great governance isn’t about having all the answers – it’s about asking insightful questions. “Knowing the right things to ask is a key governance skill,” and questions should drive boardroom conversations. This presentation will show how asking the key strategic questions can transform routine oversight into visionary leadership.

The 3 Rs Just Aren’t for School. When it comes to Your Credit Union it Means Recruiting, Retaining and Rewarding Key Executives – Part I

Tammy O'Hara
Executive Benefits Consultant
PARC Street Group

Join Tammy as she highlights the best practices for identifying and securing leaders who align with your mission and values, as well as touching on how to develop a compensation package that helps attract and recruit top talent.

Group Luncheon

Join us for lunch. Paid registered guests are welcome to attend.

The 3 Rs Just Aren’t for School. When it comes to Your Credit Union it Means Recruiting, Retaining and Rewarding Key Executives – Part II

Tammy O'Hara
Executive Benefits Consultant
PARC Street Group

During the second part of her presentation, Tammy will address additional compensation structures and retirement plans that are designed to retain and reward the executives you’ve put in place. These practices play a key part in succession planning.

Blind-Sided Risks

Bill Farley
Principal/CEO
aCUmen America, LLC

From insurance, to policies and procedures, to disaster recovery manuals, credit unions can identify and manage most risks.  Unfortunately, risk is a moving target. In this session we will review two unconventional risks and how to mitigate them effectively.

Daily Wrap-Up

Breakfast

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

Opening Remarks

Fraud and Internal Controls – Who is Watching for This?

Deron Rossi
President
DJR Consulting

In today’s rapidly evolving financial landscape, fraud is becoming increasingly sophisticated, posing serious threats to credit unions of all sizes. This presentation explores the critical role of internal controls in detecting, preventing, and responding to fraudulent activity. Attendees will gain insights into the types of internal fraud most commonly targeting credit unions. 

We’ll examine real-world case studies, discuss red flags and warning signs, and highlight the importance of a strong control environment. The session will also address the responsibilities of staff, management, and auditors in maintaining vigilance and accountability. Most importantly, we’ll answer the question: Who is watching for this? —emphasizing the shared responsibility across all levels of the organization to safeguard member assets and institutional integrity. EVERYONE plays a role!

Whether you're on the supervisory committee, management, or the board, this presentation will equip you with practical strategies to strengthen your fraud defenses and foster a culture of transparency and trust.

Networking and Refreshment Break

Who Are These People?

Bill Farley
Principal/CEO
aCUmen America, LLC

Consider the average age of your credit union membership and if it is like most, it’s aging rapidly.  In this session we will learn more about the next generation of credit union members and how to attract and retain them.

Conference Wrap-Up