OM Financial - CU Conferences' Strategic Partner

Wednesday, May 18, 2022: 2:00 - 3:00 p.m. Eastern

Tim Strandquist, a former executive recruiter and Kirk Kordeleski, previous CEO of Bethpage FCU ($9B in assets), will present a webinar that will help prepare credit unions to hire their next CEO and help future candidates get hired as the next CEO.

In our work with credit union boards and CEOs, we find too many organizations that fail to take the right steps to prepare candidates for the top job. On the other side, too few of candidates have taken a closer look at and developed the full range of skills for what it takes to succeed as the organization’s leader.

In addition, we will discuss how the CEO interview process works and what the board and CEO candidate should look for when developing a strategic plan for the interview.

Credit Union Boards

• Start sooner and plan more

• Understand the difference between being a senior leader and being a CEO

• Give each internal candidate a tailored analysis and opportunity to bridge the gaps before the selection process begins

CEO Candidates

• Experience Readiness – having the right qualifications for the job

• Personal Readiness – who you are as a person, fit with the culture

• Network Readiness – who you know inside and outside the credit union

• Process Readiness – what to know, how to draft the questionnaire, etc.

• Relationship Readiness – how you get along with others, leadership strengths, etc.

Not available on this date and time? No worries. Those who sign up will be emailed a link to the Webinar recording to watch at your convenience.

Deron Rossi, President, DJR Consulting

June 15, 2022: 2:00 - 3:00 p.m. Eastern

Join Deron Rossi, president of DJR Consulting, as he covers an important tool that need to be in your fraud fighting kit. Given fraud levels are higher post-COVID than before the pandemic, this Webinar will dive into the what, why, and how to do a fraud risk assessment. Deron will cover best practices to use when doing a fraud risk assessment.

Not available on this date and time? No worries. Those who sign up will be emailed a link to the Webinar recording to watch at your convenience.

Peter Fugaro, President, Prymak, LLC

July 27, 2022: 2:00 - 3:00 p.m. Eastern

The ability for credit unions to use the cloud and online technologies creates the power to add new products, improve service for existing members, and attract new membership. But online hacking, data breaches, and identity theft are present in cyberspace and adds risk to a credit union’s operation.

This webinar is designed to present, in a straightforward manner, how credit union executives and board members can understand how the institution can take advantage of the web while limiting risks and protecting member data.

Peter Fugaro will discuss the basics of the cloud and cyberspace, how credit unions can grow a footprint through online services and present a simple understanding of associated risks and what measures the credit union should be taking to mitigate those risks through best practices.

Not available on this date and time? No worries. Those who sign up will be emailed a link to the Webinar recording to watch at your convenience.

OM Financial - CU Conferences' Strategic Partner

Wednesday, August 24, 2022: 2:00 - 3:00 p.m. Eastern

In a relay race, even though you may have the four fastest runners, if you drop the baton once in the handoff, you will fall behind your competitors. The same issue exists in succession planning, the transition between your leaders is essential to a continued pattern of growth and ultimately success for your organization.

During this presentation, Executive Benefit Consultant and former Bethpage FCU CEO, Kirk Kordeleski, will cover best practices of succession planning to include:

• Anticipating an upcoming change – what do you need to know?

• The conversation between the executive and the board members

• Details needed to ensure everyone’s interests are considered and ultimately aligned

• Stories from the real world

Not available on this date and time? No worries. Those who sign up will be emailed a link to the Webinar recording to watch at your convenience.

Wednesday, September 21, 2022 - 2:00 - 3:00 p.m. Eastern

Tim Quinn, President, Success from the Inside Out

This Webinar Fulfills the
Requirement for Annual Director Education on BSA.

All Credit Unions must be in compliance with the Bank Secrecy Act (BSA) and the board of directors is ultimately responsible for ensuring that the credit union maintains an effective internal control structure, including suspicious activity monitoring and reporting. This Webinar outlines the act, it’s purpose, it’s requirements, current updates and reporting procedures that all credit union directors are required to be familiar with. Money is the fuel for all kinds of activities, both good and “not so good”. Make sure that your credit union has the systems in place to monitor transactions and is in compliance with these Federal requirements.

Not available on this date and time? No worries. Those who sign up will be emailed a link to the Webinar recording to watch at your convenience.