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January 14 – 18, 2026| The Royal Sonesta San Juan |
Be Sure to Book Your Hotel Room Early! This Hotel Sold Out Last Time We Held a Conference Here!
Join credit union supervisory committee members, internal auditors, CEOs, board of directors, senior management & other credit union leaders from across the country as we explore the risks and liabilities credit unions face on a daily basis and the safeguards needed to protect your credit union and its members.
Earn up to 13.2 CPE credits when attending the conference and PreConference. 9.6 for conference only.
Conference Quick Links:
Registration & Hotel Information
Registration & Hotel Information
Conference Registration
Conference Registration
We offer an excellent educational return on your conference investment. Register early for the best conference rates!
On or Before November 13, 2025: $1395
November 14, 2025 – December 11, 2025: $1445
December 12, 2025 and Beyond: $1495
Guest Program: $299
PreConference: $299
Guest Program
Guest Program
Our guest program enables your registered guest(s) to join you during the following conference events: ($299 additional per guest)
Thursday's Welcome Reception
Friday's Breakfast
Saturday's Breakfast
Sunday's Breakfast
Hotel Reservation
Hotel Reservation
Book your room online or call the Royal Sonesta San Juan at (787) 791-6100. Press 0, then mention CU Conferences' 2026 to receive special rates starting at $359*.
*Mandatory Porterage Fees are $5.50 per person/roundtrip. Room/Maid attendant is $2.00 per person, per day.
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
Airport and Ground Transportation
The San Juan International Airport (SJU) are about 10 minutes from the Royal Sonesta San Juan.
Taxi is approx. $25 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
Weather
The weather in San Juan during the month of January is downright nice. You can expect the highs to be about 85 degrees and the lows to be around 60 degrees.
Speaker Information
Speaker Information
Dr. Nancy Lewis, MS, SHRM-CP, PHR, RCC, President, Progressive Techniques, Inc.
Tim Niemann, CEO
Dynamic Edge, Inc.
Mike Robins, COO
Dynamic Edge, Inc.
Jerry Tenbrink, CPA, Owner
J. Tenbrink and Associates
Conference Agenda
Conference Agenda
Schedule subject to change.
Registered guests are welcome during these (GP) credit union conference events.
Earn 13.2 CPE credits while attending the PreConference and Conference. 9.6 CPE credits for conference only
Wednesday January 14, 2026
Wednesday January 14, 2026
Wednesday, January 14, 2026:
Optional PreConference Workshop
Wednesday, January 14, 2026:
Optional PreConference Workshop
Third-Party, First Priority: Top 5 Supervisory Questions Before Choosing a New Tech Vendor
Presented by: Tim Niemann, CEO and Mike Robins, COO
Dynamic Edge, Inc. ($299 Additional)
According to the National Credit Union Administration (NCUA), over 70% of reported cyber incidents in the past year were linked to third-party vendors. This alarming statistic has triggered heightened regulatory scrutiny and a renewed focus on vendor risk management across the credit union industry. As credit unions increasingly rely on external technology providers for core systems, cybersecurity, cloud services, and software-as-a-service (SaaS) platforms, the potential for exposure to cyber threats grows significantly. Regulatory bodies are responding with more rigorous expectations around due diligence, oversight, and incident response preparedness.
This PreConference will delve into five real-world cybersecurity incidents involving third-party technology providers, offering a behind-the-scenes look at what went wrong and why. Each case study will highlight key vulnerabilities, decision-making pitfalls, and missed warning signs that contributed to the breach or disruption. By analyzing these events, credit union supervisory committee members, board of directors, CEOs, and management will gain a clearer understanding of the evolving threat landscape and the critical role of vendor management in safeguarding member data and operational continuity.
You will leave equipped with five essential questions to ask when evaluating any new technology partner. These questions are designed to strengthen due diligence and reduce risk.
Key takeaways include:
How to assess a vendor’s cybersecurity posture and incident response capabilities
What contractual safeguards and service-level agreements (SLAs) to prioritize
How to align vendor oversight with NCUA’s evolving regulatory expectations
Best practices for ongoing monitoring and risk reassessment
Red flags to watch for during the vendor selection and onboarding process
Whether your credit union is preparing for a major IT upgrade or refining its vendor management strategy, this session will provide actionable insights to enhance resilience and regulatory readiness.
11:30 a.m. - 1:00 p.m.
11:30 a.m. - 1:00 p.m.
PreConference Registration
PreConference Registration
1:00 – 1:15 p.m.
1:00 – 1:15 p.m.
Opening Remarks
Opening Remarks
1:15 – 2:30 p.m.
1:15 – 2:30 p.m.
PreConference Session
PreConference Session
2:30– 2:45 p.m.
2:30– 2:45 p.m.
Networking and Refreshment Break
Networking and Refreshment Break
2:45 – 4:00 p.m.
2:45 – 4:00 p.m.
PreConference Session Continues
PreConference Session Continues
4:00 - 4:15 p.m.
4:00 - 4:15 p.m.
PreConference Wrap Up
PreConference Wrap Up
Wednesday Evening, January 14, 2026
Supervisory Committee Conference Begins
Wednesday Evening, January 14, 2026
Supervisory Committee Conference Begins
11:30 a.m. - 5:00 p.m.
11:30 a.m. - 5:00 p.m.
Conference Registration
Conference Registration
5:00 – 6:00 p.m. (GP)
5:00 – 6:00 p.m. (GP)
Welcome Reception
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.
Thursday, January 15, 2026
Supervisory Committee Conference Begins
Thursday, January 15, 2026
Supervisory Committee Conference Begins
8:00 – 9:00 a.m. (GP)
8:00 – 9:00 a.m. (GP)
Breakfast
Breakfast
Join us for a hearty breakfast. Registered guests are welcome to attend.
9:00 – 9:15 a.m.
9:00 – 9:15 a.m.
Opening Remarks
Opening Remarks
9:15 – 10:15 a.m.
9:15 – 10:15 a.m.
Asking the Right Questions: The Most Important Job You Have as a Supervisory Committee Member
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.
10:15 – 10:25 a.m.
10:15 – 10:25 a.m.
Credit Union Compensation Philosophy Rewarding & Retaining Key Executives
Credit Union Compensation Philosophy Rewarding & Retaining Key Executives
Parc Street Partner's Representative
10:25 – 10:40 a.m.
10:25 – 10:40 a.m.
Networking and Refreshment Break
Networking and Refreshment Break
10:40 – 11:40 a.m.
10:40 – 11:40 a.m.
Speaker and Topic TBD
Speaker and Topic TBD
11:45a.m. – 12:45p.m.
11:45a.m. – 12:45p.m.
AI is Coming: Build a Secure Foundation for Your Credit Union
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.
12:45 - 1:00 p.m.
12:45 - 1:00 p.m.
Daily Wrap-Up
Daily Wrap-Up
Friday, January 16, 2026
Friday, January 16, 2026
8:00 – 9:00 a.m. (GP)
8:00 – 9:00 a.m. (GP)
Breakfast
Breakfast
Join us for a hearty breakfast. Registered guests are welcome to attend.
9:00 – 9:15 a.m.
9:00 – 9:15 a.m.
Opening Remarks
Opening Remarks
9:15 – 10:15 a.m.
9:15 – 10:15 a.m.
Creating a Culture of Trust - In a Fraud Filled World
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?
10:15 – 10:30 a.m.
10:15 – 10:30 a.m.
Networking and Refreshment Break
Networking and Refreshment Break
10:30 – 11:30 a.m.
10:30 – 11:30 a.m.
Speaker and Topic TBD
Speaker and Topic TBD
11:35 – 12:35 p.m.
11:35 – 12:35 p.m.
Your Strategy for 2030
Your Strategy for 2030
Sundeep Kapur
Founder
Digital Credence
12:35 – 12:45 p.m.
12:35 – 12:45 p.m.
Daily Wrap-Up
Daily Wrap-Up
Saturday, January 17, 2026
Saturday, January 17, 2026
Breakfast on Your Own
Breakfast on Your Own
9:00 – 9:15 a.m.
9:00 – 9:15 a.m.
Opening Remarks
Opening Remarks
9:15 – 10:15 a.m.
9:15 – 10:15 a.m.
Empathy - The Secret to Dynamic Leadership
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:
Objectives:
Understand the role of empathy in leadership
Develop practical empathy skill
Apply empathy to leadership challenges
10:15 – 10:30 a.m.
10:15 – 10:30 a.m.
Networking and Refreshment Break
Networking and Refreshment Break
10:30 – 11:30 a.m.
10:30 – 11:30 a.m.
DIG (Driving Incredible Growth)
DIG (Driving Incredible Growth)
Sundeep Kapur
Founder
Digital Credence
11:30 – 11:45 a.m.
11:30 – 11:45 a.m.
Conference Wrap-Up
Conference Wrap-Up
Take the Afternoon & Evening to Enjoy the Sites, Sounds & Flavors of San Juan!
Take the Afternoon & Evening to Enjoy the Sites, Sounds & Flavors of San Juan!
Sunday, January 18, 2026
Sunday, January 18, 2026
Travel Day. Have a safe trip home!
Travel Day. Have a safe trip home!
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