Conference Agenda

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The Spring Training agenda is full of timely sessions packed with fresh ideas and innovative solutions to the issues facing today’s credit unions.

Thursday, March 10, 2022

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

Earn 12 CPE credits while attending this conference.

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

Conference Registration

1:00 – 1:15 p.m.

Opening Remarks

1:15 – 2:15 p.m.

Environmental and Competitor Threats

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


Glatt Consulting Group, Inc. works with credit union clients large and small, and in markets across the United States. Despite the diversity of client backgrounds, there are certain common environmental and competitor threats that keep the leaders of these dynamic credit unions "up at night." Glatt Consulting's Tom Glatt will share insight gleaned from hundreds of client interactions, taking you through the most pressing political/regulatory, economic, social, technological, and competitor threats, and then illustrating how the evolution of these threats may, depending on your strategic response, turn into broad and lucrative opportunities.

2:15 – 2:30 p.m.

Networking and Refreshment Break

2:30 – 3:30 p.m.

Merger Considerations: Success Is In the Details

Dr. Deedee Myers, CEO
DDJ Myers, Ltd.

As we continue to move back to 'normal', credit union leaders are resuming a proactive approach after a full year full of reactive measures to preserve their organizations and to protect their members. Now that we can look ahead, conversations about mergers and acquisitions are making their way back into the boardroom.

Deedee takes a deep dive into the lesser-known details that credit unions on both sides of the table should consider when strategizing. Financial data, locations and services are important, but weighing the benefits of culture, talent and community impact, can be the difference between a smooth and easy merger or a rough and rocky one. Learn how to build an effective mergers and acquisitions strategy regardless of which side of the table your credit union may be sitting on.

Understand how other organizations may see you as an acquisition target. Create a defensive, or offensive, strategy in advance and be clear on the role of the board and the CEO in the first conversations.

3:30 – 3:45 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, OM Financial, and would like to thank them for co-sponsoring the reception. Learn more about OM Financial.

Friday, March 11, 2022

8:00 – 9:00 a.m. (GP)

Sit-Down Breakfast

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

9:00 – 9:15 a.m.

Opening Remarks

9:15 – 10:15 a.m.

Post Corona Strategies for Credit Unions

Ancin Cooley, Principal
Synergy Credit Union Consulting

Some things will change while others will stay the same. The presence of a strong board leadership will always create a sustainable advantage for a credit union. As we venture into this post-corona environment, new strategies must be deployed.

This session will provide you with a practical road map for knowing when to lead, when to partner, and when to stay out of the way.

In the session, you will learn:

  • 2021 NCUA Examination priorities

  • Regulatory Capital Requirements and Growth

  • Implement the Risk Appetite and Risk Tolerance Statements

  • Developing Measurable Strategic Goals

10:15 – 10:30 a.m.

Networking and Refreshment Break

10:30 – 11:30 a.m.

CEO Performance Evaluations: How Are They Really Doing?

Dr. Deedee Myers, CEO
DDJ Myers, Ltd.


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.

11:30 a.m. – 12:30 p.m.

Critical Strategies for C-Suite Succession

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


C-Suite transition is a constant phenomenon, meaning credit unions are almost always in the process of addressing some C-Suite hiring need. Yet despite the commonness of the situation, many credit unions often find themselves unprepared for transition.

In this session, Tom Glatt will introduce you to effective ways to organize your succession process, and your leadership development efforts, so that when the time comes you are well-prepared to either move up a qualified successor or engage in a thorough and effective search for an external candidate.

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.

What Would You Do? Situational Strategies for Boards.

Ancin Cooley, Principal
Synergy Credit Union Consulting

What would you do if your CEO left today? Or if your CEO proposed a merge 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.

2:30– 3:30p.m.

Board Recruitment: Turn Dreadful Into Desirable

Dr. Deedee Myers, CEO
DDJ Myers, Ltd.


How do you convince someone that volunteering hundreds of hours, having enormous fiduciary responsibility, sitting through extensive training sessions, and reading endless financial reports, is a great opportunity that they should jump at? It is not easy!

DDJ Myers has developed a board recruitment program that builds the current board into a strong, cohesive unit so that when the time comes to recruit new members, they are ready. A well-informed and aligned board recognizes the leadership competencies, technical and soft skills needed in a new member to round out the team. They have a shared vision and are excited to promote the opportunity to join the board with prospects. This proactive and strategic approach shifts the recruitment process from dreadful to desirable and changes the narrative around board recruitment. Discover what it takes to achieve clarity on the board's roles and take back innovative ideas to recruit high performing board members.

3:30– 3:45 p.m.

Daily Wrap-Up

Saturday, March 12, 2022

8:00 – 9:00 a.m. (GP)

Sit-Down 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.

Future Proofing Your Strategic Plan

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


The key to future-oriented planning begins with developing a clear awareness of critical environmental issues and competitors, and then working within the defined environmental/competitor context to outline future states. Meaning the way things are likely to be or unfold at some point in the future. With future states in mind, credit union planning, whether operational or strategic, can move from rote process to rich discussion and informed decision making.

This session, led by credit union consultant Tom Glatt, will guide you through the steps necessary to introduce more complex future-state orientation to your planning endeavors, and in the process prepare you for improved member-oriented strategic decision making.

10:05 – 10:20 a.m.

Networking and Refreshment Break

10:20 – 11:20 a.m.

Balance: A Common Sense and Pragmatic Approach Leading DEI Efforts

Ancin Cooley, Principal
Synergy Credit Union Consulting

Balance: A Common Sense and Pragmatic Approach Leading DEI Efforts

Any effective Diversity, Equity, Inclusion (DEI) program requires honesty, visible value, and balance. In this session, Ancin Cooley, principal with Synergy Credit Union Consulting, will discuss solutions that drive tangible income and membership growth while ensuring every member of our unique team is valued.

11:20 a.m. – 12:20 p.m.

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 13, 2022

Travel Day. Have a safe trip home!