Share best practices and learn from the country’s top CU Presidents & CEOs in this roundtable format.

 

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No one understands the challenges credit union CEOs face than other CEOs. That is why we created a unique, on-line, collaborative, idea-exchange summit designed just for CEOs.

Learn from the country’s most thought-provoking speakers and innovative credit union executives about how they are solving complex issues such as recruitment, leadership training, membership growth, board-CEO relations, regulatory challenges, financial growth and much more.

You get:

  • Practical solutions from other CEOs wrestling with the most pressing challenges facing CUs today.
  • Guidance to build an effective management team so you can focus on what matters most in your organization.
  • Tactics to build a culture that fosters creative problem-solving at all levels of your organization.
  • Effective strategies to recruit high-performing employees and keep them engaged.
  • No-holds barred discussions on some of the hottest topics right now including M&A, new regulatory priorities, board relations, executive compensation and more.
  • Proven tools you can use to give your CU a competitive edge in the market.

Please note: This summit is for CEOs only to encourage open discussion and a focus on what matters most to today’s credit union leaders.

Keynote: The Big Four: Strategies of the Top Performing CUs for 2021 & Beyond

CUs that are outperforming their peers – and their competition – are focusing on 4 key areas: Digital, Analytics, Entrepreneurship & Culture. Join former CEO of Partners FCU serving Walt Disney Company and ranked among the top 1% nationwide, John Janclaes, as he shares 4 innovative strategies to help CEOs of all sizes so you can:

  1. Accelerate your digital transformation 4x faster.
  2. Leverage valuable analytics in your data to compete with the Big Banks.
  3. Apply the same entrepreneurial mindset now used to launch new banks and CUs in just 90 days.
  4. And create a culture that embraces speed, agility and learning.

IMPORTANT: Be sure to join John Janclaes for a deep-dive “Ask the Expert Roundtable” where he addresses your questions and shares more valuable insights from his experience managing one of the top CUs in the country.

Speaker: John Janclaes, President, NYMBUS CUSO and retired CEO, Partners FCU ($2.1 billion)

 


The Deposit Dilemma: Innovative Solutions to Create a Win-Win Liquidity Strategy

Deposits are up and investment income is down. NCUA guidance and regulations provide opportunities to leverage other investment options for returns that are often 2x times and more compared to traditional investment returns. Learn how to strategically realign cash and investments to help offset employee benefits costs and charitable contributions. This approach enables your CU to demonstrate further commitment to your employees, leaders and community – and generate additional returns you often can’t get from traditional investment strategies.

IMPORTANT: Be sure to join the “Ask the Expert Roundtable” immediately afterwards as Andy Roquet takes your investment questions and hear from other CUs about how they are managing the deposit dilemma.

Speaker: Andy Roquet, Senior Executive Benefits Specialist, CUNA Mutual Group 

 


Culture Wins: Breakthrough Strategies CEOs are Using to Gain a Competitive Edge

Discover how some of the nation’s leading credit unions are changing how they do business to compete – and win – in this engaging, high-energy panel discussion. Get practical strategies you can use to give your CU a competitive edge.

Speakers: Erin Mendez, CEO, Patelco Credit Union
(More panelists TBD)

 


Ask the Expert Roundtable with John Janclaes

oin Keynote Speaker John Janclaes as he addresses your questions and facilitates a deep-dive discussion about how CUs can leverage digital, analytics, entrepreneurship and culture.

Speaker: John Janclaes, President, NYMBUS CUSO and retired CEO, Partners FCU ($2.1 billion)

 


9 Must-Have Tools for your ALM Toolbox in Today’s Market

Core deposits continue to surge, cost of funds are declining (for now!), mortgage originations are soaring, net interest margins are getting squeezed, again, and loan loss provisions are expected to take a hit. CUs can’t afford to rely on the same financial tactics from previous years. Emily Hollis reveals the 9 tools you must consider for your ALM Toolbox including increasing loan volume, leveraging investment options, deploying hedges to lock in mortgage gains on sales, shoring up liquidity options and much more. Take back the same practical guidance other CUs are using to enhance earnings.

Speaker: Emily Hollis, CEO, ALM First 

Day 1
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Agenda

Day 1 - Thursday 5th

Noon – 6:00 pm ET
12:00 - 12:05

Opening Remarks

Speaker: Dennis Sullivan, Chairman, CU Leadership Convention

General Sessions
12:05 - 12:35

Keynote: The Big Four: Strategies of the Top Performing CUs for 2021 & Beyond

John Janclaes

CUs that are outperforming their peers – and their competition – are focusing on 4 key areas: Digital, Analytics, Entrepreneurship & Culture. Join former CEO of Partners FCU serving Walt Disney Company and ranked among the top 1% nationwide, John Janclaes, as he shares 4 innovative strategies to help CEOs of all sizes so you can:

  1. Accelerate your digital transformation 4x faster.
  2. Leverage valuable analytics in your data to compete with the Big Banks.
  3. Apply the same entrepreneurial mindset now used to launch new banks and CUs in just 90 days.
  4. And create a culture that embraces speed, agility and learning.

IMPORTANT: Be sure to join John Janclaes for a deep-dive “Ask the Expert Roundtable” where he addresses your questions and shares more valuable insights from his experience managing one of the top CUs in the country.

A speaker photo for John Janclaes

John Janclaes

President, NYMBUS CUSO & retired CEO, Partners FCU ($2.1 billion)

Read bio
12:40 - 13:10

The Deposit Dilemma: Innovative Solutions to Create a Win-Win Liquidity Strategy

Andy Roquet

Deposits are up and investment income is down. NCUA guidance and regulations provide opportunities to leverage other investment options for returns that are often 2x times and more compared to traditional investment returns. Learn how to strategically realign cash and investments to help offset employee benefits costs and charitable contributions. This approach enables your CU to demonstrate further commitment to your employees, leaders and community – and generate additional returns you often can’t get from traditional investment strategies.

IMPORTANT: Be sure to join the “Ask the Expert Roundtable” immediately afterwards as Andy Roquet takes your investment questions and hear from other CUs about how they are managing the deposit dilemma.

A speaker photo for Andy Roquet

Andy Roquet

Sr. Executive Benefits Specialist, CUNA Mutual Group

Read bio
13:15 - 13:40

Ask the Expert Roundtable with Andy Roquet

Andy Roquet

Get answers to your toughest liquidity questions and hear how other CEOs are solving the deposit dilemma.

Moderated & Sponsored by CUNA Mutual

A speaker photo for Andy Roquet

Andy Roquet

Sr. Executive Benefits Specialist, CUNA Mutual Group

Read bio
13:45 - 14:30

General Session: TBA

14:30 - 15:00

BREAK

Breakout Sessions (Choose 1 of 2 sessions)
15:00 - 15:40

Culture Wins: Breakthrough Strategies CEOs are Using to Gain a Competitive Edge

Erin Mendez

Discover how some of the nation’s leading credit unions are changing how they do business to compete – and win – in this engaging, high-energy panel discussion. Get practical strategies you can use to give your CU a competitive edge.

(More panelists TBD)

A speaker photo for Erin Mendez

Erin Mendez

CEO, Patelco Credit Union

Read bio
15:00 - 15:40

TBD

General Sessions
15:50 - 16:30

Ask the Expert Roundtable with John Janclaes

John Janclaes

Join Keynote Speaker John Janclaes as he addresses your questions and facilitates a deep-dive discussion about how CUs can leverage digital, analytics, entrepreneurship and culture.

A speaker photo for John Janclaes

John Janclaes

President, NYMBUS CUSO & retired CEO, Partners FCU ($2.1 billion)

Read bio
16:30 - 17:15

9 Must-Have Tools for your ALM Toolbox in Today’s Market

Emily Hollis

Core deposits continue to surge, cost of funds are declining (for now!), mortgage originations are soaring, net interest margins are getting squeezed, again, and loan loss provisions are expected to take a hit. CUs can’t afford to rely on the same financial tactics from previous years. Emily Hollis reveals the 9 tools you must consider for your ALM Toolbox including increasing loan volume, leveraging investment options, deploying hedges to lock in mortgage gains on sales, shoring up liquidity options and much more. Take back the same practical guidance other CUs are using to enhance earnings.

A speaker photo for Emily Hollis

Emily Hollis

CEO, ALM First

Read bio
17:15 - 18:00

TBD

John Janclaes

President, NYMBUS CUSO & retired CEO, Partners FCU ($2.1 billion)

Janclaes has spent more than 30 years in the credit union industry, starting in 1989 as an executive vice president and chief business development officer at Logix Federal Credit Union. In 2004 he took the helm as president and CEO of Partners FCU, t… Read full bio

Andy Roquet

Sr. Executive Benefits Specialist, CUNA Mutual Group

Andy Roquet is an executive benefits specialist for CUNA Mutual Group, a company that specializes in the design, implementation, financing and ongoing administrative support of supplemental executive benefit programs specifically tailored to credit u… Read full bio

Erin Mendez

CEO, Patelco Credit Union

Erin Mendez is President and Chief Executive Officer of Patelco Credit Union, where she leads strategic planning and upholds a strong commitment to improving the financial health and well-being of more than 350,000 members throughout Northern Califor… Read full bio

Emily Hollis

CEO, ALM First

Emily Hollis has served as a principal of ALM First since the company was established in 1995. Under her leadership, the company has steadily grown to a client base of more than 300 financial institutions representing more than $570 billion in assets… Read full bio
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