PreConference Registration

Opening Remarks

PreConference Session

Networking and Refreshment Break

PreConference Session Continues

PreConference Wrap Up

Conference Registration

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 sponsoring the reception. If you get a chance, please take a moment to talk with the PARC Street Partner Representative.

Breakfast

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

Opening Remarks

Asking the Right Questions: The Most Important Job You Have as a Supervisory Committee Member

Jerry Tenbrink, CPA
Owner
J. Tenbrink and Associates

Almost 40% of credit union supervisory committee members report that they are less than effective at asking the questions that need to be asked in the boardroom. How does your committee stack up? We all know that we’re good at asking questions at the fiduciary level. But how often do you and your follow members get to the strategic level? What about the generative level? Do you even know what that means? The simple act of asking good questions in the boardroom will actually deepen your relationships – among you and your fellow board of directors, and with your chief staff officer and his or her management team. And most critically, it is likely one of the most important things that you can do to help ensure mission success. This session will introduce you to the idea of moving beyond asking simple (albeit central fiduciary questions) to include strategic and generative questions, and it will underscore the important impact that asking good questions will have on your board and ultimately on your credit union itself.

Credit Union Compensation Philosophy Rewarding & Retaining Key Executives

Parc Street Partner's Representative

Networking and Refreshment Break

Speaker and Topic TBD     

AI is Coming: Build a Secure Foundation for Your Credit Union

Tim Niemann, CEO
Mike Robins, COO
Dynamic Edge, Inc

Credit unions are rapidly exploring artificial intelligence for fraud detection, automation, and member service, but few are prepared for the security risks that come with it.  According to the Financial Services Information Sharing and Analysis Center (FS-ISAC), over 60% of financial institutions using AI report increased risk of data exposure.  This session will not focus on AI tools, but rather, the network and security foundation needed before adoption. Topics include Zero Trust, vendor access, and data governance. Attendees will leave with a clear checklist to assess readiness, protect member data, and meet evolving NCUA expectations.

Daily Wrap-Up

Breakfast

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

Opening Remarks

Creating a Culture of Trust - In a Fraud Filled World

Jerry Tenbrink, CPA
Owner
J. Tenbrink and Associates

This session will highlight recent cases of ethical failures and fraud and will highlight concepts of trust, personal accountability, responding to fraud, and the conduct expected of boards and management.  The major topics that will be covered in this session include:

• Discuss why fraudsters are becoming more brazen, how you protect yourself and your organization

• Consider the concept of trust and how you can establish real trust within your organization

•  Discuss the pressures that cause people to cross the line. Who is responsible for fraud prevention?

Networking and Refreshment Break

Risk in the Rearview: Why Yesterday’s Vendor Vetting Isn’t Enough

Deron Rossi
President
DJR Consulting

Third-party risk isn’t what it used to be—and neither should your oversight be. This fast-paced session challenges outdated vendor vetting practices and equips Internal Auditors, Board Members, and Supervisory Committees with sharper tools for today’s credit union landscape. Learn how to spot blind spots, strengthen accountability, and modernize your approach without adding complexity.

Key Takeaways:

• Why legacy vendor reviews miss critical risks

• What examiners and members expect from oversight today

• How to enhance visibility and control across your vendor ecosystem

Your Strategy for 2030

Sundeep Kapur

Founder

Digital Credence

Daily Wrap-Up

Breakfast on Your Own

Opening Remarks

Empathy - The Secret to Dynamic Leadership

Dr. Nancy J. Lewis, MS, SHRM-CP, PHR, RCC
President

Progressive Techniques, Inc.

Empathy is increasingly recognized as the cornerstone and the secret sauce of dynamic leadership in today’s complex and evolving workplace. At its core, empathy is the ability to understand and share the feelings, perspectives, and experiences of others. Leaders who demonstrate empathy foster a culture of trust, inclusivity, and collaboration, which drives higher levels of engagement, creativity, retention, and overall performance.

Dynamic leaders use empathy to connect authentically with their teams, creating psychological safety where individuals feel valued, seen, and heard. This connection helps leaders navigate challenges, resolve conflicts more effectively, and inspire greater loyalty and support from their team.

By prioritizing people over processes, empathetic leaders not only achieve organizational goals, but also create workplaces where individuals thrive, contributing to success and positive change.

Objectives:

• Understand the role of empathy in leadership

• Develop practical empathy skill

• Apply empathy to leadership challenges

Networking and Refreshment Break

DIG (Driving Incredible Growth)

Sundeep Kapur

Founder

Digital Credence

Conference Wrap-Up