Join us as we re-engage and bring together the movement’s most innovative leaders for the #1 leadership event — all in Las Vegas! This year’s 45th CU Leadership Convention will be Bigger, BOLDER & Better than ever!

ONE ticket = ALL sessions

Featuring 7 NEW Breakout Summits with more than 50 thought-provoking sessions from 60 expert speakers!

ONE ticket gives you an ALL-ACCESS pass to ALL 7 Breakout Summits. Pick & choose from dozens of terrific sessions. See an incredible
line-up of Keynote Speakers!

Plus, enjoy Las Vegas’ legendary duo, Penn & Teller!

Get ready for a spellbinding open-night reception by one of most-beloved headline acts in Las Vegas history, as Penn & Teller continue to defy labels—and at times physics and good taste—by redefining the genre of magic and inventing their own very distinct niche in comedy.

(Important: Show is only open to paid convention attendees and paid guests. Tickets are not sold separately.) MORE INFO

7 Benefits of Attending

1. Expert speakers sharing their best advice!

2. Practical, CU-proven guidance you can use.

3. Solutions to your toughest challenges.

4. Takeaways you can begin applying immediately.

5. Tested-tactics that will work for your CU.

6. Checklists, guides, templates &
tools to take with you.

7. Plain-English answers not available
anywhere else.

Who Should Attend?

CEOs

Directors

Board Chairs

Supervisory Committee Members  

Chief/VP of Operations

Chief/VP of Marketing

Chief/VP of Lending

Chief/VP of Technology

Chief/VP of HR

Chief/VP of Finance

Chief/VP of Member Business Lending

;nbsp

Separate registration required. Limited to first 100 registrants.

Author of The Best Story Wins, Matthew gives you the same powerful techniques he has share with companies like Salesforce, Google, Udemy, Gartner, Charles Schwab, Target, Lego, Sony, Facebook, Adidas, Expedia, Hilton, LinkedIn, Microsoft and Apple.

Raise the Bar: An action-based method for maximum member experiences

Jon Taffer
Celebrity chef from Bar Rescue
SESSION DESCRIPTION

Jon Taffer is an international celebrity and New York Times best-selling author, but most people know him as the highly sought-after guru who takes a no-bold approach to help businesses reach their full potential as creator, executive producer and star of Bar Rescue. Taffer guides companies through the process of turning around their businesses to embrace the future. He has consulted for well-known brands, such as the NFL Network, Ritz-Carlton Hotels, Buffalo Wild Wings, and Anheuser-Bush to name a few. Taffer is a master of powerful presentations that rescue businesses from themselves to propel them towards success.

Reframing diversity, equity & inclusion: How difference can make a difference

Wema Hoover
DEI Leader & former Google Global Head of Diversity, Equity & Inclusion
SESSION DESCRIPTION

As a former Chief Diversity Officer, Cultural Strategist and Employee Engagement Leader at Fortune 500 companies including Google, Pfizer, Sanofi, and Bristol-Myers Squibb, Wema Hoover demonstrates how to harness diversity to unlock an organization’s skills and abilities. She reveals how inclusive practices lead to increased employee engagement and collaboration, breakthrough thinking and enhanced innovation. Wema also discusses unconscious bias, how to create a culture of belonging, and cultural competence. An authentic, riveting and impactful speaker, Wema uses her lived experiences as a Black female senior executive to show the true potential of diversity and that differences really can make a difference.

Storytelling for Business – Lessons CU Leaders Can Learn from a Top Hollywood Animator

Matthew Luhn
Pixar Animator, Story Artist & Author
SESSION DESCRIPTION

Storytelling is the #1 business skill necessary to connect, motivate, and lead people in today’s world. Stories compel us to engage in experiences, learn lessons, and define our values and ourselves within our organization. Matthew Luhn, a 20-year Pixar story veteran, brings his experience creating and developing 10 blockbuster films at Pixar (including Finding Nemo, Ratatouille, Up, Toy Storys 1-3, Monsters, Inc., Monsters University, and Cars), and provides practical strategies that teach and inspire people and teams to connect more effectively with audiences on an emotional level. Matthew uses the power of storytelling to bridge the gap between business and heart, driving your story toward one unforgettable selling point.

Jeopardy! It’s not just a game show

Patrick Adams
Strategic Advisor, St. Louis Community CU, St. Louis, MO
SESSION DESCRIPTION

Jeopardy, the game, is all about strategically managing risk and reward. The same is true for credit unions. Come play along with the “Alex Trebek of Credit Unions,” Patrick Adams, as he discusses the hottest topics on the playing board including Corporate Culture, Competition, Digital Solutions, Member Experience, Financial Strength, Market Relevancy, Sustainable Growth, and Brand Strength as he reveals what’s working in each category to help your CU better compete. Just like the hit TV show, this session will be fast-paced and fun with Patrick delivering one proven idea after another for your credit union to come out ahead of the game.

A brand-new world of Fintech, investment and digital innovation

Nick Evens
President & CEO, Curql Collective, LLC
SESSION DESCRIPTION

For years, super-funded Fintech and Big Banks have been gaining a competitive edge by spending billions of dollars creating cutting-edge, digital solutions while CUs have struggled to keep up. Curql is working to change that. With its $252 million investment fund backed by investments from 69 limited partners, Curql serves a gateway for Fintech and CUs to collaborate and develop new digital and AI solutions. The goal is to bring transformative technology to market so more CUs can stay relevant in the evolving digital market and compete. Discover the trends that are shaping the newest digital innovations and the emerging solutions coming to market that may benefit your CU and your members.

Top Performing Credit Unions – who are they and what they do differently?

Peter Duffy
Managing Director, Piper Sandler
SESSION DESCRIPTION

What do top performers focus on and what is the “Three Legged Stool of CU Strategic Planning?” What does top performing look like and how should a C-suite and board evaluate the performance of top CUs versus their own? How did top performers “get there” and how will top performance be sustained over multiple years. The longest reaching historical perspective possible- will be used to show performance utilizing various sources including NCUA call report data. The specific metrics to evaluate top performance will be shared and includes a practical discussion of why the metrics were chosen. Actionable steps to maintain performance will be shared, including the strategic choices the board and C-suite should be considering to determine how to go forward given the impact of fintech and technology. At the highest level, a CU has 6 potential paths to take to remain vibrant, all will be shared.

Big Three MX strategies for better results for your CU & your members

David Dean
COO, Marketing Solutions at CU Solutions Group
SESSION DESCRIPTION

Fortune 1000 companies focused on Customer Experience (CX) are now generating 5.7x more revenue compared to competitors and their customers are 5x more likely to purchase from them. Yet, only a fraction of CUs are pursuing similar Member Experience (MX) initiatives, which are now more critical than ever in the digital era. Based on work with 120 CUs, David Dean shares the Big Three MX Strategies for CUs to (1) build referrals, (2) increase engagement and, (3) improve the digital experience for members. Plus, you won’t want to make a move until you follow David Dean’s #1 secret to create an effective MX strategy in your CU.

Top 4 financial strategies every CU must consider in a post-COVID economy

Emily Hollis
Owner, ALM First
SESSION DESCRIPTION

As unemployment rates stabilize, consumer spending recovers, interest rates begin to rise, and net interest margins get squeezed, how should CUs adjust in a post-COVID economy? Join ALM First’s Emily Hollis as she reveals the top 4 financial strategies every CU must consider including pricing loans … the “secret sauce” in your ALM reports … leveraging derivatives … and investing opportunities to seize (and those to avoid!) Plus, you’ll get Emily’s “Picking up Pennies Tips” – small things that can yield significant income over time.

The Robots are Coming! Machine Learning/AI in Consumer Lending

Don Arkell
Owner, CU Lending Advice, LLC
SESSION DESCRIPTION

AI is taking over more loan decisions as human beings gradually cede control. What does this mean for your CU? What is the impact to your lending portfolio? And how might it affect your delivery channels? In this impactful session, Don Arkell from CU Lending Advice will discuss how AI is taking over lending decisions and the challenges presented to credit unions. We will cover:
•  How ML/AI replicates a loan decision
•  Extending your credit risk appetite across space and time
•  Regulatory concerns and challenges
•  The metrics you need to analyze
•  The problems AI can create for you and your members — and how to avoid them

Values-based branding: The secret to creating enduring & authentic relationships with members

Amanda Thomas
Founder & President, TwoScore, LLC
SESSION DESCRIPTION

If you are leading with messages of lower loan rates, less fees and higher deposit rates you’re missing 4 out of 5 prospects in your market. Instead, lead with your values. Prior to the pandemic, 64% of consumers wanted to do business with companies that share the same values. Today, that figure is now 78% as more millennials and Gen Z’ers dominate the market. Find out how brand managers at CUs are moving away from product-centric messaging and creating effective value-based, customer-centric campaigns that are now increasing member loyalty, member engagement and even employee engagement.

Leading an Organization That Matters

Tim Harrington
CPA & President, TEAM Resources
SESSION DESCRIPTION

Purpose makes a difference. CU leaders who understand why their organization exists in the market, who it serves best, and how it makes a difference, outperform their competitors in just about every category. Those with a purpose-driven culture generate profits 10x – 12x more than their competitors. Get the same strategies the country’s top CUs are using to create a purpose-driven organization and delivering amazing results.

Niche Marketing Made Simple: 3 Steps to Generate 20% YoY Growth in Any Channel

James Robert Lay
CEO, Digital Growth Institute and author of the best-seller, Banking on Digital Growth.
SESSION DESCRIPTION

Join one of the world’s leading digital marketing advisors and best-selling author James Robert Lay discuss how to find ideal market segments, build a brand within your niche and cultivate highly profitable relationships whether you’re marketing online, over the air, in-person or in the mail. See for yourself how other CUs are generating 20% growth rates YoY using the Digital Growth Institute’s 3-Step Niche Marketing Formula.

BONUS: Every attendee also receives a digital version of James Robert Lay’s new book, Banking on Digital Growth.

The Big 3 skills needed for the CU executive of the future

John Janclaes
President, Nymbus CUSO and board member of NACUSO and AKUVO
SESSION DESCRIPTION

What does the executive of the future look like? Is it someone with thousands of Twitter followers who can move the needle with a Tweet? Is it someone who can talk financials one moment, digital marketing the next, data analytics over Zoom, and then make deals over lunch? Or is it someone with an old-school work ethic who is focused on innovative fintech solutions? Join John Janclaes, retired President & CEO of Partners FCU and now President of Nymbus CUSO, as he shares the Big 3 skills that executives need – and boards should look for – to create the growth and innovation credit unions must have to compete in the future.

Keys to Growing Your Loan Portfolio Organically

Ancin Cooley
Principal, Synergy Credit Union Consulting
SESSION DESCRIPTION

Too many CUs are relying on mergers, participations, and indirect lending as their primary growth engine. The problem is that this strategy is short-sighted. It dilutes your brand equity and gives up market share to your competitors. The solution: Grow your loan portfolio from within by leveraging enterprise risk management, marketing, and the technology your CU needs. Those that do are seeing significant gains in brand equity, membership growth, and checking growth as they capture a larger share of the market. In this engaging conversation, Ancin Cooley shows you step-by-step how grow organically and give your CU an edge in the most challenging markets.

Enduring Brands: How CUs are “living the mission” & winning hearts and minds

Susan Mitchell
CEO, Mitchell, Stankovic & Associates, & National CU Foundation’s Herb Wegner Outstanding Individual Lifetime Achievement Award Winner
SESSION DESCRIPTION

Want to differentiate your brand? Look no further than your own mission. In a world where social issues and values mean more to the next generation of consumers, some of the country’s top CUs are creating common bonds that run deeper than where people might live, work or worship. In this fast-paced and energizing session, credit union evangelist Susan Mitchell, shows how CUs are gaining a competitive edge over Big Banks and Fintechs by creating purpose-driven, values-based cultures and are connecting with new and emerging markets like never before.

Bill Hampel’s Economic Outlook for 2022 & Beyond

Bill Hampell
Economist
SESSION DESCRIPTION

One of the credit union movement’s most respected economists, Bill Hampel, returns to share his expert analysis of the economy for the next 18 months. Find out what factors might impact economic growth … consumer spending … interest rates … inflation … unemployment and more. Plus, find out first-hand how your CU’s loan demand, savings flows and earnings may be affected – and how these economic trends may affect member behavior.

Transforming a brand: How to break through barriers, create real change & align to the future

Tricia Szurgot
MBA & Certified Futurist; President/CEO at Securityplus Federal Credit Union
SESSION DESCRIPTION

Everyone talks about change. But the reality is that change is uncomfortable, disruptive, and often downright scary. Find out how to transform your brand and get the buy-in you need from the boardroom to the front lines and from your members to your partners in this eye-opening session. Discover the secrets (and the hard lessons learned!) from Tricia Szurgot, Chief Operating Officer and former CMXO at First Commonwealth FCU, who helped turn branches into financial centers, drive growth fueled by social responsibility, and nearly doubled the size of the CU to $1 billion in a fiercely competitive market.

7 rules highly profitable credit unions use to measure DEI

Ronaldo Hardy
Chief Diversity and Inclusion Officer, Owner of CU Strategic Planning
SESSION DESCRIPTION

Consumers demand it. Employees expect it. And organizational leaders must demonstrate it. Yet, Diversity, Equity and Inclusion have not moved beyond traditional training programs. What’s needed is a cultural shift or else credit union leaders will be stuck reacting to controversial DEI challenges. CUs that are making the cultural shift are seeing higher productivity, increased efficiency and a significant boost to the bottom line. Join one of the CU Leadership Convention’s Top Speakers, Ronaldo Hardy, as he reveals the 7 rules to the road highly profitable CUs use to manage and measure DEI and its impact to their organizations.

Ensuring a successful
M&A deal

Larry Spaccasi, JD
Partner, Luse Gorman, PC
SESSION DESCRIPTION

As the COVID-19 pandemic settles, M&A activity by and among CUs is poised to heat up and, perhaps, exceed pre-pandemic levels. Financial stress and the lack of succession among smaller, struggling CUs will increase merger activity among CUs. Less opportunities for community banks to find merger partners will fuel more bank acquisitions by CUs. Whatever side of the transaction you may be on in a M&A deal, you will not want to miss this session as we explain the Big 4 Strategies for an Effective M&A transaction. Receive valuable insight regarding (1) why a credit union would want to merge, including acquiring a community bank; (2) the planning phase of a M&A transaction, including key deal points and pricing considerations; (3) the various stages of a transaction, including how to properly conduct due diligence, negotiate the merger agreement and successfully receive regulatory approval; and (4) how to effectively utilize subordinated debt to enhance regulatory capital ratios and use it as a funding source to acquire a community bank.

Ensuring a successful
M&A deal

Jeff Cardone, JD
Partner Luse Gorman, PC
SESSION DESCRIPTION

As the COVID-19 pandemic settles, M&A activity by and among CUs is poised to heat up and, perhaps, exceed pre-pandemic levels. Financial stress and the lack of succession among smaller, struggling CUs will increase merger activity among CUs. Less opportunities for community banks to find merger partners will fuel more bank acquisitions by CUs. Whatever side of the transaction you may be on in a M&A deal, you will not want to miss this session as we explain the Big 4 Strategies for an Effective M&A transaction. Receive valuable insight regarding (1) why a credit union would want to merge, including acquiring a community bank; (2) the planning phase of a M&A transaction, including key deal points and pricing considerations; (3) the various stages of a transaction, including how to properly conduct due diligence, negotiate the merger agreement and successfully receive regulatory approval; and (4) how to effectively utilize subordinated debt to enhance regulatory capital ratios and use it as a funding source to acquire a community bank.

Where do we go from here? Practical answers to create a commitment to change for all

Renee Sattiewhite
President & CEO, African-American CU Coalition; Sattiewhite Training Productions
SESSION DESCRIPTION

Look at the boardrooms and C-suites across the country and it’s clear – a diversity challenge exists. Despite decades of incremental progress, minorities are under-represented in the C-suite. Just a fraction of the top positions at the $1 billion+ CUs are held by women. And Latinos continue to be disproportionately affected. Find out how top-performing CUs are making the commitment DEI to give their organizations a competitive advantage. Plus, discover the skills needed to create cultural competency among your leaders.

Close encounters of the Fintech kind: Research, trends & live demos of the newest financial apps

Dave DeFazio
Partner, StrategyCorps
SESSION DESCRIPTION

See live demonstrations of trending apps like RobinHood, Cash App, SoFi, and Affirm to better understand the increasing competitive pressures on today’s banking products. Join Dave DeFazio, one of the CU Leadership Convention’s highest-rated speakers, as he shares the newest Fintech research that explains the rapidly changing trends – including which mobile features matter most to each generation, from Zoomers to Boomers. He will also examine how fintech companies like Acorns are leveraging the subscription society (think Amazon Prime, Costco, Netflix, Spotify) and pioneering new business models for financial products and services.

Embracing Fintech collaboration: Leveling the playing field for CUs

Brian Scott
Chief Growth Officer, PSCU
SESSION DESCRIPTION

Credit union members expect personalized digital experiences in the channel of their choice – yet some traditional financial institutions are not meeting these table stakes. Previously, credit union dialogue around innovation was focused on two options: buy or build. Today, there are more options – including partnerships with Fintechs, which can play a critical role in growing the bottom line and enabling true innovation. Leveraging third-party resources can also be hugely beneficial in accelerating time to market for launching new innovations – filling gaps your members may not even known exist and creating value. Learn how Fintechs are reshaping the future of financial services and how embracing collaboration can help level the playing field for credit unions.

DEI lessons learned and practical strategies to support cultural change

Tonita Webb
President & CEO, Verity Credit Union
SESSION DESCRIPTION

WARNING: If your DEI initiatives are considered an HR function, you’re setting yourself up for failure. This is just one of the many lessons learned as well-intentioned C-suite leaders and directors implement DEI programs at CUs of all sizes. Find out what role HR should play and how to avoid the mistakes others make from one CEO who discovered that the highest turnover was among its black employees despite years of DEI trainings and initiatives. Plus, find out how to handle members who don’t support DEI initiatives and how best to respond. Hint: The customer isn’t always right! Join us for this practical, no-nonsense session so you can support cultural change in your CU and in your community.

Big data & the ONE thing you can do that will matter most

Anne Legg
Founder, THRIVE Strategic Services
SESSION DESCRIPTION

CUs have more data about their members than Amazon! But more data is not the answer to the challenges facing CUs. The answer lies in harnessing the power of Big Data. What if there is ONE thing to focus on in your data that would matter most? Join veteran data educator and strategist, Anne Legg, as she reveals in plain-English a 3-step framework to help you identify, analyze and build a roadmap towards the ONE thing that will deliver extraordinary results for your members – and your CU! Best of all, no additional resources are required.

Workplace cohesion: The key for CU leaders to close the door on the Great Resignation

Troy Hall
author, talent retention consultant, former CSO at SC, FCU
SESSION DESCRIPTION

Millions have already left the workforce and nearly 63% of those who remain are actively searching for a new position. Credit unions can no longer afford to settle for mere “employee engagement” based on a hunch, happiness, or satisfaction. Dr. Troy makes the case that to have the type of commitment leaders want from their employees it takes cohesion — not engagement. Cohesion Cultures™ are safe workplaces where people feel a sense of belonging, are valued and share in mutual commitments. When cohesion is present, teams always perform. Join Dr. Troy as he brings this level of cohesive performance to life with knowledge and activities that can be implemented immediately in your CU.

Note: Be sure to join Dr. Troy at Thursday’s HR Roundtable Discussion where attendees have the opportunity to develop an action plan to help retain your top talent.

Future-proof your board: How CU Leaders must adapt in the new normal

Brandi Stankovic, Ed.D.
COO / Chief Strategy Officer, CU Solutions Group
SESSION DESCRIPTION

Understanding what motivates and drives your Board of Directors will help to engage them in your strategic initiatives. Credit unions must develop volunteers to be more flexible, imaginative, and accountable to capitalize on their capacity while maintaining fiduciary responsibility. I’m this session, Dr. B will share governance lessons and real-life stories to energize the future while creating a legacy for those that have dedicated their lives to your credit union. As we all forge the new normal, there are evolving challenges for Boards and CEOs. How does the Board adapt?

Win the battle for talent: How culture can be your most powerful weapon for good

Robert “Bob” Lockett
CSO & SVP Diversified Services, Workers CU
SESSION DESCRIPTION

What if your culture became your competitive advantage for retaining employees? What if potential employees considered your CU to be their preferred employer? Find out how one of the country’s oldest CUs recently overhauled its corporate culture to create the “Workers Way” – a member-centric approach to doing business that is helping employees provide for their families, build financial resilience for members and improve their community. The results are impressive. Workers CU’s staff turnover is among the lowest in the country … millennials and Gen Z’ers now account for its largest users … and its Combined Aggregate Growth Rate is well above its peers at 28%. Discover the keys to win the war for talent by doing good.

The Deposit Dilemma: What to do

Danielle Scodellaro
Executive Benefits Specialist, CUNA Mutual Group
SESSION DESCRIPTION

It’s important to understand Alternative Funding Options for Employee Benefits and Charitable Donations. Credit unions are increasingly investing in non-703 and 704 instruments for clear reasons. Learn how your credit union can strategically fund its benefit obligations through options including BOLI, annuities, and even stocks and bonds. You’ll see how to manage the additional risk to potentially increase your return on assets. This overview includes the steps you need to take to create a well-documented, compliant program that fits within your credit union’s risk tolerance parameters.

The Deposit Dilemma: What to do

Bruce Bauer
Senior Executive Benefits Specialist, CUNA Mutual Group
SESSION DESCRIPTION

It’s important to understand Alternative Funding Options for Employee Benefits and Charitable Donations. Credit unions are increasingly investing in non-703 and 704 instruments for clear reasons. Learn how your credit union can strategically fund its benefit obligations through options including BOLI, annuities, and even stocks and bonds. You’ll see how to manage the additional risk to potentially increase your return on assets. This overview includes the steps you need to take to create a well-documented, compliant program that fits within your credit union’s risk tolerance parameters.

How to Navigate and Maximize Todays Auto Lending Landscape

Matt Roe
Chief Revenue Officer, Open Lending
SESSION DESCRIPTION

With increased competition and car values at all-time highs, learn how to utilize automation and pricing strategies to put your financial intuition in a position to grow your auto portfolio while effectively managing risk, and achieving yields 3 to 4 times greater than your prime portfolio.

Managing Risk in a Rising Rate Environment

Jim Craven
Vice President, McQueen Financial Advisors, Inc.
SESSION DESCRIPTION

Join us as we will review the best investment strategies to deliver strong current earnings and position our institution for long-term success. Learning Objectives: Options to reduce cash and increase earnings, correct cash levels, and top 3 mistakes to avoid.

Managing Loan Pricing in Changing Rates– How to stay abreast, and profitable as markets adjust

Dave Koch
Director, Advisory Services, Abrigo
SESSION DESCRIPTION

Market rate movements are inevitable! But institutional; loan rates are not as elastic. Is your lending team is originating both high quality and profitable loans? In times of changing rates, history has proven that there is a lag in your loan offer and that often rates move by less than the market movements. This gap comes from a pricing process that is both reactive and lacks the right metrics for measuring well-priced loans. During this session we will outline the best practices for determining profitability in loan pricing and present a concrete decision-making process to help ensure a more proactive and profitable margin under changing market rates.

Top Three Emerging Risks Every Executive Needs to Know

Erin O’Hern
VP Strategic Initiatives, ViClarity
SESSION DESCRIPTION

In this changing environment, adapting to developing trends is critical. Join a discussion on both long and short-term trends and areas of focus for executives to consider. With this targeted overview of the most important emerging risks; understand what techniques are used to manage an overall framework for governance risk and compliance systems, issues regulators are watching including learnings from recent enforcement actions and evolving financial inclusion considerations.

Preparing Credit Unions for the Future of Work

Lynn Heckler
Chief Talent Officer, PSCU
SESSION DESCRIPTION

The global pandemic and talent shortage created an unprecedented need for organizations to proactively address the future of work. While many organizations consider attracting and retaining talent as one of their top enterprise risks, others struggle to design a comprehensive strategy to ensure their ability to compete for talent in the future. Employers need to build an infrastructure that supports the future of work now, identifying and developing the types of workers that will be needed in the years to come. In this session, Lynn Heckler, Chief Talent Officer at PSCU, will cover the macro trends impacting the workforce and explore strategies to prepare credit unions for the future of work.

How Predictive Analytics Can Help Financial Institutions Manage Risk

Matthew Court, SVP
Portfolio Analytics, nCino
SESSION DESCRIPTION

In our current state, financial institutions (FIs) will face new risks during an uncertain and unpredictable economic recovery. Potential credit losses, delinquency trends, concentration risk, and credit migration trends will need to be closely monitored, which is best achieved through enhanced reporting efficiency, predictive insights, and stronger portfolio visibility. This gives FIs a clearer understanding of different segments within their portfolio and how they are changing so they can deliver the right insights to the right stakeholder at the right time.

Strategies to re-position your marketing for the fastest growing segments

Victor Miguel Corro
CEO, Coopera Consulting
SESSION DESCRIPTION

While other credit unions may be merging or even acquiring banks to grow, Victor Miguel Corro says many credit unions are overlooking the fast-growing market segments within their own FOM. Using internal and external data mining, Corro says far too many CUs continue to serve legacy members while Latino, Hispanic, African-American, Asian and multi-racial segments grow at a record pace. Join Corro as he discusses how some of the country’s leading CUs are tapping into their own analytics and increasing memberships 33.1% … growing loans 44.2% … boosting assets 31.0% … and driving up assets 0.32% all without harming portfolio quality.

Big Changes Affecting Strategy, Structure, Governance, and Leadership

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

Credit unions are bound by their strategy, structure, governance, and leadership decisions, but should past decisions concerning these critical areas be relied on in the years ahead? Perhaps, but some decisions and resulting operating methodologies will likely not align with the four most important, emerging trends affecting credit unions: environmentally-derived strategy … strategy-infused organizational structure … principles-based governance … and character-driven leadership. In this session, Tom Glatt, Jr. will dive deep into each of these four trends, showcasing how they will greatly reshape credit unions and help your leadership team prepare for the future ahead.

HOT TOPIC #1
Leveraging big data to create value for you & your members

Anne Legg
Founder, THRIVE Strategic Services
SESSION DESCRIPTION

CUs are investing in data analytics at a record level. Yet, most are struggling to gain any real value from their investment. The good news is that you already have access to much of the data you need to gain a competitive edge.

Find out how using the winning approach from Anne Legg’s playbook as she reveals how to leverage your data to identify new revenue sources, reduce member friction and increase productivity. Get the same tactics other CUs are using to harness their data that have generated $1.7 million in new loan balances … increased ROA to 0.92% from 0.65% … and decreased net charge-offs to 0.41% from 0.625%.

Using a hands-on, small-group roundtable format, participants will get an opportunity to take home their own playbook they can begin to put to work right away. Plus, every attendee also gets Anne Legg’s THRIVE Resource Kit and her Top 10 Data Analytics Tools.

HOT TOPIC #2
Do it like a pro: How to decipher your CU’s financial statements in 2-1/2 minutes

Tim Harrington
CPA & President, TEAM Resources
SESSION DESCRIPTION

We all know someone who can just seem to mystically glance at a CU’s financial statement and immediately understand what it all means – and even flag problem areas that may not even be disclosed in the official numbers.

The real value of interpreting the financials is to read between the lines and to quickly and confidently make decisions based on the analysis. Tim Harrington, one of the CU Convention’s All-Time Highest-Rated Speakers, reveals step-by-step how to evaluate the most important ratios so you can make informed decisions, anticipate the financial future and maximize your ROA.

In this hands-on seminar, Tim gives you the secrets you need so you can pick through the numbers and analyze your CU’s financial condition – or any other CU’s financials – in less than 2-1/2 minutes! The secret is to focus on what’s most important. This guidance alone will save you hours of frustration and dead-end discussions.

Whether you’re new to interpreting CU financials or you’re a long-term veteran who wants to learn how the pros do it – this is a must-attend workshop!

HOT TOPIC #3
Supervisory committee deep dive: Planning, execution, and evaluation

Ancin Cooley
Principal, Synergy Credit Union Consulting
SESSION DESCRIPTION

Supervisory committee members often find themselves stuck between two opposing forces. On one side, you must provide strong internal audit functions so the CU can take on risk in a safe and sound manner. On the other, your role should serve as an asset and not a hinderance. In this unique session, Supervisory Committee members will learn how to:

• Strike a balance as auditor and as an asset to the CU.
• Communicate effectively with management, board members, external auditors
and regulators.
• Apply best practices for managing and correcting audit findings.
• Prepare for new and evolving regulatory hot button issues before your next exam.
• Create and manage an internal audit plan that you can use keep everyone on track.
• Assess the effectiveness of the supervisory committee processes.
• And much more.

Whether you are a veteran or just getting started, this session will give you practical guidance and insights based on years of best practices from top performing CUs – and from Ancin Cooley’s 10 years of experience as an CU consultant, educator, and examiner.

HOT TOPIC #4
A new model for strategic planning through a futurist lens

Tricia Szurgot
MBA & Certified Futurist; President/CEO at Securityplus Federal Credit Union
SESSION DESCRIPTION

As we learned from the pandemic, traditional methods of strategic planning do not work when dramatic social, economic, and cultural events quickly unfold. Most strategic planning is based on what has already happened, but the past is not a predictor of the future.

Introducing a new method of strategic planning for an uncertain future that some of the most innovative CUs are beginning to apply. In this one-of-a-kind session, you will learn to think like a futurist and begin to develop a vision for 2030 at your CU. You will get:

• 4 different scenarios of what is likely to occur in the coming decade.
• Strategies you can use to help get your executive team and directors anticipating
future challenges – and opportunities!
• How to blow up your traditional planning sessions and adopt a new approach that will truly guide your CU for years to come.

Plus, every attendee gets a One-Page Strategic Plan Template that includes a scorecard with 9 key metrics … 3 enterprise goals … 3 strategic initiatives … and the KPIs you can use to track your CU’s performance.

  • Discover the Big 3 skills needed for future executives.
  • Apply the same strategies that generate 10-12x returns.
  • Find out how to leverage Big Data simply and easily.

  • Get step-by-step guidance to grow organically.
  • Learn the key metrics to analyze your loan portfolio.
  • Book 20%–40% more auto loans.

  • See for yourself which apps are gaining traction among Zoomers to Boomers.
  • Get insights on the newest innovations that can benefit your CU and your members.
  • Discover how to use Fintech to give your CU a competitive edge.

  • Get the latest tactics to recruit and retain your top talent.
  • Find out how to apply proven DEI strategies to create real, sustainable change.
  • Build a member-focused culture.

  • Create an enduring brand with a purpose-driven, values-based culture.
  • Take home 3 steps to generate 20% YoY growth.
  • Get the Big 3 MX strategies that are producing 5.7x more revenue.

  • Discover the newest tools to protect your members’ data.
  • Implement proven strategies to bridge fraud & cybersecurity.
  • Identify threats, mitigate risk and apply the newest solutions.

  • Find out where the economy is headed over the next 18 months.
  • Get the top 4 financial strategies every CU must now consider.
  • Discover the financial tactics of the Top 1% you can use.
;nbsp

Connect Face-to-Face with C-Suite Leaders & Directors from July 19-22 in Las Vegas

The 45th CU Leadership Convention is
Bigger, Bolder, Better than ever!

For 44 years, credit union CEOs, directors, and C-suite leaders gather at the Credit Union Leadership Convention at a one-of-a-kind in-person experience. Don’t miss your opportunity to meet with forward-thinking CU Leaders looking for answers to their most challenging issues. Contact us today to learn more about how you can:

  • Network and engage with decision-makers from hundreds of credit unions
  • Showcase your innovative products & services
  • Participate in thought leadership
  • Increase your brand exposure

This is your #1 opportunity to put your brand in front of the nation’s top credit union CEOs, C-suite leaders, Presidents and Chairs.

Meet an engaged audience of Credit Union Executives:

1. Showcase your company’s solutions

2. Generate highly-qualified leads

3. Boost your presence at the industry’s most top rated convention

4. Close the deal by networking with key decision makers

;nbsp

Click below to download the sponsorship and exhibit opportunities.

;nbsp

Storytelling for Business – Lessons CU Leaders Can Learn from a Top Hollywood Animator

Storytelling is the #1 business skill necessary to connect, motivate, and lead people in today’s world. Stories compel us to engage in experiences, learn lessons, and define our values and ourselves within our organization. Matthew Luhn, a 20-year Pixar story veteran, brings his experience creating and developing 10 blockbuster films at Pixar (including Finding Nemo, Ratatouille, Up, Toy Storys 1-3, Monsters, Inc., Monsters University, and Cars), and provides practical strategies that teach and inspire people and teams to connect more effectively with audiences on an emotional level.  Matthew uses the power of storytelling to bridge the gap between business and heart, driving your story toward one unforgettable selling point.

Speaker: Matthew Luhn, Former Pixar Animator, Story Artist & Author

Future-Proof Your Board: How CU Leaders Must Adapt in the New Normal

Understanding what motivates and drives your Board of Directors will help to engage them in your strategic initiatives. Credit unions must develop volunteers to be more flexible, imaginative, and accountable to capitalize on their capacity while maintaining fiduciary responsibility. I’m this session, Dr. B will share governance lessons and real-life stories to energize the future while creating a legacy for those that have dedicated their lives to your credit union. As we all forge the new normal, there are evolving challenges for Boards and CEOs. How does the Board adapt?

Speaker: Brandi Stankovic, Ed.D., COO / Chief Strategy Officer, CU Solutions Group

A brand-new world of Fintech, investment and digital innovation

For years, super-funded Fintech and Big Banks have been gaining a competitive edge by spending billions of dollars creating cutting-edge, digital solutions while CUs have struggled to keep up. Curql is working to change that. With its $252 million investment fund backed by investments from 69 limited partners, Curql serves a gateway for Fintech and CUs to collaborate and develop new digital and AI solutions. The goal is to bring transformative technology to market so more CUs can stay relevant in the evolving digital market and compete. Discover the trends that are shaping the newest digital innovations and the emerging solutions coming to market that may benefit your CU and your members.

Speaker: Nick Evens, President & CEO, Curql Collective, LLC

Top Performing Credit Unions – who are they and what they do differently?

What do top performers focus on and what is the “Three Legged Stool of CU Strategic Planning?”

What does top performing look like and how should a C-suite and board evaluate the performance of top CUs versus their own? How did top performers “get there” and how will top performance be sustained over multiple years. The longest reaching historical perspective possible will be used to show performance utilizing various sources including NCUA call report data.

The specific metrics to evaluate top performance will be shared and includes a practical discussion of why the metrics were chosen.

Actionable steps to maintain performance will be shared, including the strategic choices the board and C-suite should be considering to determine how to go forward given the impact of fintech and technology. At the highest level, a CU has 6 potential paths to take to remain vibrant, all will be shared.

Speaker: Peter Duffy, Managing Director, Piper Sandler

Big Three MX strategies for better results for your CU & your members

  Fortune 1000 companies focused on Customer Experience (CX) are now generating 5.7x more revenue compared to competitors and their customers are 5x more likely to purchase from them. Yet, only a fraction of CUs are pursuing similar Member Experience (MX) initiatives, which are now more critical than ever in the digital era. Based on work with 120 CUs, David Dean shares the Big Three MX Strategies for CUs to (1) build referrals, (2) increase engagement and, (3) improve the digital experience for members. Plus, you won’t want to make a move until you follow David Dean’s #1 secret to create an effective MX strategy in your CU.

Speaker: David Dean, COO, Marketing Solutions at CU Solutions Group 

Jeopardy! It’s not just a game show

Jeopardy, the game, is all about strategically managing risk and reward. The same is true for credit unions. Come play along with the “Alex Trebek of Credit Unions,” Patrick Adams, as he discusses the hottest topics on the playing board including Corporate Culture, Competition, Digital Solutions, Member Experience, Financial Strength, Market Relevancy, Sustainable Growth, and Brand Strength as he reveals what’s working in each category to help your CU better compete. Just like the hit TV show, this session will be fast-paced and fun with Patrick delivering one proven idea after another for your credit union to come out ahead of the game.

Speaker: Patrick Adams, Strategic Advisor, St. Louis Community CU, St. Louis, MO

Top 4 financial strategies every CU must consider in a post-COVID economy

As unemployment rates stabilize, consumer spending recovers, interest rates begin to rise, and net interest margins get squeezed, how should CUs adjust in a post-COVID economy? Join ALM First’s Emily Hollis as she reveals the top 4 financial strategies every CU must consider including pricing loans … the “secret sauce” in your ALM reports … leveraging derivatives … and investing opportunities to seize (and those to avoid!) Plus, you’ll get Emily’s “Picking up Pennies Tips” – small things that can yield significant income over time.

Speaker: Emily Hollis, Owner, ALM First

Values-based branding: The secret to creating enduring & authentic relationships with members

If you are leading with messages of lower loan rates, less fees and higher deposit rates you’re missing 4 out of 5 prospects in your market. Instead, lead with your values. Prior to the pandemic, 64% of consumers wanted to do business with companies that share the same values. Today, that figure is now 78% as more millennials and Gen Z’ers dominate the market. Find out how brand managers at CUs are moving away from product-centric messaging and creating effective value-based, customer-centric campaigns that are now increasing member loyalty, member engagement and even employee engagement.

Speaker: Amanda Thomas, Founder & President, TwoScore, LLC 

Leading an organization that matters

Purpose makes a difference. Business leaders who understand why their organization exits in the market, who it serves best, and how it makes a difference outperform their competitors in just about every category. Why? Employees are more engaged, members are more loyal and organizational leaders are more inspired. Recent studies show organizations with a purpose-driven culture generate return to shareholders that are  10 to 12 greater than their competitors. Find out what purpose driven businesses, and especially purpose driven credit unions, are using to create an organization that delivers amazing financial results and the positively impact the lives of those they serve.

Speaker: Tim Harrington, CPA & President, TEAM Resources

Niche Marketing Made Simple: 3 Steps to Generate 20% YoY Growth in Any Channel

Segmenting markets and product offerings sound like great ideas in meetings, but few actually move forward. Why? “Too much work … won’t make a difference … new channels are required.” Perhaps you’ve heard these complaints or even mumbled them yourself! Yet, studies consistently show niche marketing is far more profitable and generates higher conversion rates. Join one of the world’s leading digital marketing advisors and best-selling author James Robert Lay discuss how to find ideal market segments, build a brand within your niche and cultivate highly profitable relationships whether you’re marketing online, over the air, in-person or in the mail. See for yourself how other CUs are generating 20% growth rates YoY using the Digital Growth Institute’s 3-Step Niche Marketing Formula.

BONUS: Every attendee also receives a digital version of James Robert Lay’s new book, Banking on Digital Growth. 

Speaker: James Robert Lay, CEO, Digital Growth Institute and author of the best-seller, Banking on Digital Growth. 

 The Big 3 skills needed for the CU executive of the future

What does the executive of the future look like? Is it someone with thousands of Twitter followers who can move the needle with a Tweet? Is it someone who can talk financials one moment, digital marketing the next, data analytics over Zoom, and then make deals over lunch? Or is it someone with an old-school work ethic who is focused on innovative fintech solutions? Join John Janclaes, retired President & CEO of Partners FCU and now President of Nymbus CUSO, as he shares the Big 3 skills that executives need – and boards should look for – to create the growth and innovation credit unions must have to compete in the future.

Speaker: John Janclaes, President, Nymbus CUSO and board member of NACUSO and AKUVO

Keys to Growing Your Loan Portfolio Organically

Too many CUs are relying on mergers, participations, and indirect lending as their primary growth engine. The problem is that this strategy is short-sighted. It dilutes your brand equity and gives up market share to your competitors. The solution: Grow your loan portfolio from within by leveraging enterprise risk management, marketing, and the technology your CU needs. Those that do are seeing significant gains in brand equity, membership growth, and checking growth as they capture a larger share of the market. In this engaging conversation, Ancin Cooley shows you step-by-step how grow organically and give your CU an edge in the most challenging markets.

Speaker: Ancin Cooley, Principal, Synergy Credit Union Consulting 

Enduring Brands: How CUs are “living the mission” & winning hearts and minds

Want to differentiate your brand? Look no further than your own mission. In a world where social issues and values mean more to the next generation of consumers, some of the country’s top CUs are creating common bonds that run deeper than where people might live, work or worship. In this fast-paced and energizing session, credit union evangelist Susan Mitchell, shows how CUs are gaining a competitive edge over Big Banks and Fintechs by creating purpose-driven, values-based cultures and are connecting with new and emerging markets like never before.

Speaker: Susan Mitchell, CEO, Mitchell, Stankovic & Associates, & National CU Foundation’s Herb Wegner Outstanding Individual Lifetime Achievement Award Winner

Bill Hampel’s Economic Outlook for 2022 & Beyond

One of the credit union movement’s most respected economists, Bill Hampel, returns to share his expert analysis of the economy for the next 18 months. Find out what factors might impact economic growth … consumer spending … interest rates … inflation … unemployment and more. Plus, find out first-hand how your CU’s loan demand, savings flows and earnings may be affected – and how these economic trends may affect member behavior.

Speaker: Bill Hampell, Economist

The Robots are Coming! – Machine Learning/AI in Consumer Lending

AI is taking over more loan decisions as human beings gradually cede control. What does this mean for your CU? What is the impact to your lending portfolio? And how might it affect your delivery channels?

In this impactful session, Don Arkell from CU Lending Advice will discuss how AI is taking over lending decisions and the challenges presented to credit unions. We will cover:

  • How ML/AI replicates a loan decision
  • Extending your credit risk appetite across space and time
  • Regulatory concerns and challenges
  • The metrics you need to analyze
  • The problems AI can create for you and your members — and how to avoid them

Speaker: Don Arkell, Owner, CU Lending Advice, LLC

DEI lessons learned and practical strategies to support cultural change

WARNING: If your DEI initiatives are considered an HR function, you’re setting yourself up for failure. This is just one of the many lessons learned as well-intentioned C-suite leaders and directors implement DEI programs at CUs of all sizes. Find out what role HR should play and how to avoid the mistakes others make from one CEO who discovered that the highest turnover was among its black employees despite years of DEI trainings and initiatives. Plus, find out how to handle members who don’t support DEI initiatives and how best to respond. Hint: The customer isn’t always right! Join us for this practical, no-nonsense session so you can support cultural change in your CU and in your community.

Speaker: Tonita Webb, President & CEO, Verity Credit Union

Embracing Fintech collaboration: Leveling the playing field for CUs

Credit union members expect personalized digital experiences in the channel of their choice – yet some traditional financial institutions are not meeting these table stakes. Previously, credit union dialogue around innovation was focused on two options: buy or build. Today, there are more options – including partnerships with Fintechs, which can play a critical role in growing the bottom line and enabling true innovation. Leveraging third-party resources can also be hugely beneficial in accelerating time to market for launching new innovations – filling gaps your members may not even known exist and creating value. Learn how Fintechs are reshaping the future of financial services and how embracing collaboration can help level the playing field for credit unions.

Speaker: Brian Scott, Chief Growth Officer, PSCU

SPONSORED BY

Where do we go from here? Practical answers to create a commitment to change for all

Look at the boardrooms and C-suites across the country and it’s clear – a diversity challenge exists. Despite decades of incremental progress, minorities are under-represented in the C-suite. Just a fraction of the top positions at the $1 billion+ CUs are held by women. And Latinos continue to be disproportionately affected. Find out how top-performing CUs are making the commitment DEI to give their organizations a competitive advantage. Plus, discover the skills needed to create cultural competency among your leaders.

Speaker: Renee Sattiewhite, President & CEO, African-American Credit Union Coalition; owner of Sattiewhite Training Productions

Transforming a brand: How to break through barriers, create real change & align to the future

Everyone talks about change. But the reality is that change is uncomfortable, disruptive and often downright scary. Find out how to transform your brand and get the buy-in you need from the boardroom to the front-lines and from your members to your partners in this eye-opening session. Discover the secrets (and the hard lessons learned!) from Tricia Szurgot, Chief Operating Officer and former CMXO at First Commonwealth FCU, who helped turn branches into financial centers, drive growth fueled by social responsibility, and nearly doubled the size of the CU to $1 billion in a fiercely competitive market.

Speaker: Tricia Szurgot, MBA & Certified Futurist – President/CEO at Securityplus Federal Credit Union

7 rules highly profitable credit unions use to measure DEI

Consumers demand it. Employees expect it. And organizational leaders must demonstrate it. Yet, Diversity, Equity and Inclusion have not moved beyond traditional training programs. What’s needed is a cultural shift or else credit union leaders will be stuck reacting to controversial DEI challenges. CUs that are making the cultural shift are seeing higher productivity, increased efficiency and a significant boost to the bottom line. Join one of the CU Leadership Convention’s Top Speakers, Ronaldo Hardy, as he reveals the 7 rules to the road highly profitable CUs use to manage and measure DEI and its impact to their organizations.

Speaker: Ronaldo Hardy, Chief Diversity and Inclusion Officer, Owner at CU Strategic Planning

Ensuring a successful M&A deal

As the COVID-19 pandemic settles, M&A activity by and among CUs is poised to heat up and, perhaps, exceed pre-pandemic levels. Financial stress and the lack of succession among smaller, struggling CUs will increase merger activity among CUs. Less opportunities for community banks to find merger partners will fuel more bank acquisitions by CUs. Whatever side of the transaction you may be on in a M&A deal, you will not want to miss this session as we explain the Big 4 Strategies for an Effective M&A transaction. Receive valuable insight regarding (1) why a credit union would want to merge, including acquiring a community bank; (2) the planning phase of a M&A transaction, including key deal points and pricing considerations; (3) the various stages of a transaction, including how to properly conduct due diligence, negotiate the merger agreement and successfully receive regulatory approval; and (4) how to effectively utilize subordinated debt to enhance regulatory capital ratios and use it as a funding source to acquire a community bank.

Speakers: Larry Spaccasi, JD, Partner, Luse Gorman, PC;  Jeff Cardone, JD, Partner Luse Gorman, PC

SPONSORED BY

Future-proof your board: How CU Leaders must adapt in the new normal

Understanding what motivates and drives your Board of Directors will help to engage them in your strategic initiatives. Credit unions must develop volunteers to be more flexible, imaginative, and accountable to capitalize on their capacity while maintaining fiduciary responsibility. I’m this session, Dr. B will share governance lessons and real-life stories to energize the future while creating a legacy for those that have dedicated their lives to your credit union. As we all forge the new normal, there are evolving challenges for Boards and CEOs. How does the Board adapt?

Speaker: Brandi Stankovic, Ed.D., COO / Chief Strategy Officer, CU Solutions Group

Win the battle for talent: How culture can be your most powerful weapon for good

What if your culture became your competitive advantage for retaining employees? What if potential employees considered your CU to be their preferred employer? Find out how one of the country’s oldest CUs recently overhauled its corporate culture to create the “Workers Way” – a member-centric approach to doing business that is helping employees provide for their families, build financial resilience for members and improve their community. The results are impressive. Workers CU’s staff turnover is among the lowest in the country … millennials and Gen Z’ers now account for its largest users … and its Combined Aggregate Growth Rate is well above its peers at 28%. Discover the keys to win the war for talent by doing good.

Speaker: Robert “Bob” Lockett, CSO & SVP Diversified Services, Workers CU 

Workplace cohesion: The key for CU leaders to close the door on the Great Resignation

Millions have already left the workforce and nearly 63% of those who remain are actively searching for a new position. Credit unions can no longer afford to settle for mere “employee engagement” based on a hunch, happiness, or satisfaction. Dr. Troy makes the case that to have the type of commitment leaders want from their employees it takes cohesion — not engagement. Cohesion Cultures™ are safe workplaces where people feel a sense of belonging, are valued and share in mutual commitments. When cohesion is present, teams always perform. Join Dr. Troy as he brings this level of cohesive performance to life with knowledge and activities that can be implemented immediately in your CU.

Note: Be sure to join Dr. Troy at Thursday’s HR Roundtable Discussion where attendees have the opportunity to develop an action plan to help retain your top talent.

Speaker: Troy Hall, Ph.D., author and talent retention consultant, and former Chief Strategy Officer at South Carolina, FCU 


The Deposit Dilemma: What to do

It’s important to understand Alternative Funding Options for Employee Benefits and Charitable Donations. Credit unions are increasingly investing in non-703 and 704 instruments for clear reasons. Learn how your credit union can strategically fund its benefit obligations through options including BOLI, annuities, and even stocks and bonds. You’ll see how to manage the additional risk to potentially increase your return on assets. This overview includes the steps you need to take to create a well-documented, compliant program that fits within your credit union’s risk tolerance parameters.

Speaker: Danielle Scodellaro, Executive Benefits Specialist, CUNA Mutual Group; Bruce Bauer, Sr. Executive Benefits Specialist, CUNA Mutual Group

Sponsored by:

How to navigate and maximize todays auto lending landscape

With increased competition and car values at all-time highs, learn how to utilize automation and pricing strategies to put your financial intuition in a position to grow your auto portfolio while effectively managing risk, and achieving yields 3 to 4 times greater than your prime portfolio.

Speaker: Matt Roe, Chief Revenue Officer, Open Lending

Managing Risk in a Rising Rate Environment

Join us as we will review the best investment strategies to deliver strong current earnings and position our institution for long-term success. Learning Objectives: Options to reduce cash and increase earnings, correct cash levels, and top 3 mistakes to avoid.

Speaker: Jim Craven, Vice President, McQueen Financial Advisors, Inc.

Managing loan pricing in changing rates: How to stay abreast, and profitable as markets adjust

Market rate movements are inevitable! But institutional; loan rates are not as elastic. Is your lending team is originating both high quality and profitable loans? In times of changing rates, history has proven that there is a lag in your loan offer and that often rates move by less than the market movements. This gap comes from a pricing process that is both reactive and lacks the right metrics for measuring well-priced loans. During this session we will outline the best practices for determining profitability in loan pricing and present a concrete decision-making process to help ensure a more proactive and profitable margin under changing market rates.

Speaker: Dave Koch, Director, Advisory Services, Abrigo

Top three emerging risks every executive needs to know

In this changing environment, adapting to developing trends is critical. Join a discussion on both long and short-term trends and areas of focus for executives to consider. With this targeted overview of the most important emerging risks; understand what techniques are used to manage an overall framework for governance risk and compliance systems, issues regulators are watching including learnings from recent enforcement actions and evolving financial inclusion considerations.

Emerging risks can be managed through preparation and knowledge. Senior leaders will walk away from this session with,

  • An updated understanding of governance, risk and compliance frameworks that incorporate the strategic direction of the organization and the risk management activity it supports.
  • What board members and CEOs need to know about recent regulatory enforcement actions, including fair lending and compliance challenges.
  • The financial inclusion risk and compliance considerations that are overlooked in this developing DEI conversation.

Speaker: Erin O’Hern, VP Strategic Initiatives, ViClarity

Preparing credit unions for the future of work

The global pandemic and talent shortage created an unprecedented need for organizations to proactively address the future of work. While many organizations consider attracting and retaining talent as one of their top enterprise risks, others struggle to design a comprehensive strategy to ensure their ability to compete for talent in the future. Employers need to build an infrastructure that supports the future of work now, identifying and developing the types of workers that will be needed in the years to come. In this session, Lynn Heckler, Chief Talent Officer at PSCU, will cover the macro trends impacting the workforce and explore strategies to prepare credit unions for the future of work.

Speaker: Lynn Heckler, Chief Talent Officer, PSCU

How predictive analytics can help financial institutions manage risk

In our current state, financial institutions (FIs) will face new risks during an uncertain and unpredictable economic recovery. Potential credit losses, delinquency trends, concentration risk, and credit migration trends will need to be closely monitored, which is best achieved through enhanced reporting efficiency, predictive insights, and stronger portfolio visibility. This gives FIs a clearer understanding of different segments within their portfolio and how they are changing so they can deliver the right insights to the right stakeholder at the right time.

In this session, we’ll share how utilizing retail loan analytics empowers institutions to embed intelligence into every major decision related to driving revenue, controlling costs, operating more efficiently, minimizing risk, and preparing for regulatory requirements.

Key Takeaways:

  • Attendees will understand the unique benefits of retail loan analytics.
  • Attendees will learn how utilizing insightful predictive analytics can enhance risk management throughout the loan life cycle.
  • Attendees will gain insight to operational and strategic opportunities available through robust analytical tools to surface data, build reporting efficiencies and manage risk.

Speaker: Matthew Court, SVP, Portfolio Analytics, nCino

Big data & the ONE thing you can do that will matter most

CUs have more data about their members than Amazon! But more data is not the answer to the challenges facing CUs. The answer lies in harnessing the power of Big Data. What if there is ONE thing to focus on in your data that would matter most? Join veteran data educator and strategist, Anne Legg, as she reveals in plain-English a 3-step framework to help you identify, analyze and build a roadmap towards the ONE thing that will deliver extraordinary results for your members – and your CU! Best of all, no additional resources are required.

Speaker: Anne Legg, Founder, THRIVE Strategic Services

Strategies to re-position your marketing for the fastest growing segments

While other credit unions may be merging or even acquiring banks to grow, Victor Miguel Corro says many credit unions are overlooking the fast-growing market segments within their own FOM. Using internal and external data mining, Corro says far too many CUs continue to serve legacy members while Latino, Hispanic, African-American, Asian and multi-racial segments grow at a record pace. Join Corro as he discusses how some of the country’s leading CUs are tapping into their own analytics and increasing memberships 33.1% … growing loans 44.2% … boosting assets 31.0% … and driving up assets 0.32% all without harming portfolio quality.

Speaker: Victor Miguel Corro, CEO, Coopera Consulting

Close encounters of the Fintech kind: Research, trends & live demos of the newest financial apps

See live demonstrations of trending apps like RobinHood, Cash App, SoFi, and Affirm to better understand the increasing competitive pressures on today’s banking products. Join Dave DeFazio, one of the CU Leadership Convention’s highest-rated speakers, as he shares the newest Fintech research that explains the rapidly changing trends – including which mobile features matter most to each generation, from Zoomers to Boomers. He will also examine how fintech companies like Acorns are leveraging the subscription society (think Amazon Prime, Costco, Netflix, Spotify) and pioneering new business models for financial products and services.

Speaker: Dave DeFazio, Partner, StrategyCorps

Day 1 Day 2 Day 3 Day 4
View agenda page

Agenda

Pre-Conference Workshops - Tuesday 19th

Conference Begins
10:00 - 17:00

Convention Registration Opens

Deep-Dive, Pre-Conference Workshops
13:00 - 16:00

Deep-Dive Workshop #1: Leveraging big data to create value for you & your members

Anne Legg

CUs are investing in data analytics at a record level. Yet, most are struggling to gain any real value from their investment. The good news is that you already have access to much of the data you need to gain a competitive edge.

Find out how using the winning approach from Anne Legg’s playbook as she reveals how to leverage your data to identify new revenue sources, reduce member friction and increase productivity. Get the same tactics other CUs are using to harness their data that have generated $1.7 million in new loan balances … increased ROA to 0.92% from 0.65% … and decreased net charge-offs to 0.41% from 0.625%.

Using a hands-on, small-group roundtable format, participants will get an opportunity to take home their own playbook they can begin to put to work right away. Plus, every attendee also gets Anne Legg’s THRIVE Resource Kit and her Top 10 Data Analytics Tools.

A speaker photo for Anne  Legg

Anne Legg

Read bio
13:00 - 16:00

Deep-Dive Workshop #2: Do it like a pro: How to decipher your CU’s financial statements in 2-1/2 minutes

Tim Harrington

We all know someone who can just seem to mystically glance at a CU’s financial statement and immediately understand what it all means – and even flag problem areas that may not even be disclosed in the official numbers.

The real value of interpreting the financials is to read between the lines and to quickly and confidently make decisions based on the analysis. Tim Harrington, one of the CU Convention’s All-Time Highest-Rated Speakers, reveals step-by-step how to evaluate the most important ratios so you can make informed decisions, anticipate the financial future and maximize your ROA.

In this hands-on seminar, Tim gives you the secrets you need so you can pick through the numbers and analyze your CU’s financial condition – or any other CU’s financials – in less than 2-1/2 minutes! The secret is to focus on what’s most important. This guidance alone will save you hours of frustration and dead-end discussions.

Whether you’re new to interpreting CU financials or you’re a long-term veteran who wants to learn how the pros do it – this is a must-attend workshop!

A speaker photo for Tim Harrington

Tim Harrington

CPA, President, TEAM Resources

Read bio
13:00 - 16:00

Deep-Dive Workshop #3: A new model for strategic planning through a futurist lens

Ancin Cooley

Supervisory committee members often find themselves stuck between two opposing forces. On one side, you must provide strong internal audit functions so the CU can take on risk in a safe and sound manner. On the other, your role should serve as an asset and not a hindrance. In this unique session, Supervisory Committee members will learn how to:

  • Strike a balance as auditor and as an asset to the CU.
  • Communicate effectively with management, board members, external auditors
    and regulators.
  • Apply best practices for managing and correcting audit findings.
  • Prepare for new and evolving regulatory hot button issues before your next exam.
  • Create and manage an internal audit plan that you can use keep everyone on track.
  • Assess the effectiveness of the supervisory committee processes.
  • And much more.

Whether you are a veteran or just getting started, this session will give you practical guidance and insights based on years of best practices from top performing CUs – and from Ancin Cooley’s 10 years of experience as an CU consultant, educator, and examiner.

A speaker photo for Ancin  Cooley

Ancin Cooley

Founder/Principal, Synergy Credit Union Consulting

Read bio
13:00 - 16:00

Deep-Dive Workshop #4: A new model for strategic planning through a futurist lens

Tricia Szurgot

As we learned from the pandemic, traditional methods of strategic planning do not work when dramatic social, economic and cultural events quickly unfold. Most strategic planning is based on what has already happened, but the past is not a predictor of the future.

Introducing a new method of strategic planning for an uncertain future that some of the most innovative CUs are beginning to apply. In this one-of-a-kind session, you will learn to think like a futurist and begin to develop a vision for 2030 at your CU. You will get:

  • 4 different scenarios of what is likely to occur in the coming decade.
  • Strategies you can use to help get your executive team and directors anticipating
    future challenges – and opportunities!
  • How to blow up your traditional planning sessions and adopt a new approach that will truly guide your CU for years to come.

Plus, every attendee gets a One-Page Strategic Plan Template that includes a scorecard with 9 key metrics … 3 enterprise goals … 3 strategic initiatives … and the KPIs you can use to track your CU’s performance.

A speaker photo for Tricia  Szurgot

Tricia Szurgot

President/CEO, Securityplus Federal Credit Union

Read bio

Agenda

Day 1 - Wednesday 20th

Day 1 Opens
07:00 - 16:00

Registration

07:00 - 08:45

Exhibit Hall Opens & Continental Breakfast

General Sessions
09:00 - 10:00

Opening Keynote with Jon Taffer — Raise the Bar: An action-based method for maximum member experiences

Jon Taffer

Jon Taffer is an international celebrity and New York Times best-selling author, but most people know him as the highly sought-after guru who takes a no-bold approach to help businesses reach their full potential as creator, executive producer and star of Bar Rescue. Taffer guides companies through the process of turning around their businesses to embrace the future. He has consulted for well-known brands, such as the NFL Network, Ritz-Carlton Hotels, Buffalo Wild Wings, and Anheuser-Bush to name a few. Taffer is a master of powerful presentations that rescue businesses from themselves to propel them towards success.

A speaker photo for Jon   Taffer

Jon Taffer

Celebrity chef from Bar Rescue

Read bio
10:00 - 10:30

General Session – Leadership Roundtable

10:30 - 11:00

Networking Break in Exhibit Hall

11:10 - 12:00

General Session: 6x6 – 6 Speakers Sharing their Best Ideas in 6 Just Minutes

Lunch Break
12:00 - 12:30

Networking Luncheon

12:30 - 13:15

Networking and Dessert in Exhibit Hall

Breakout Summit Sessions Begin
13:15 - 13:40

Breakout Summits Sessions

Choose from the 7 Breakout Summits: Leadership, Lending, Marketing, FinTech, Financial, Human Resources, Cybersecurity

13:50 - 14:20

Breakout Summits Sessions

14:30 - 14:55

Breakout Summits Sessions

Day 1 Post-Conference
14:55 - 16:00

Happy Hour in the Exhibit Hall

19:30 - 20:30

Opening Night Entertainment: Las Vegas’ legendary duo, Penn & Teller!

Agenda

Day 2 - Thursday 21st

Day 2 Opens
07:30 - 08:45

Networking Continental Breakfast in Exhibit Hall

07:30 - 08:45

Breakfast of Champions

(Must have ticket to enter. Open to first 280 registrants.)

General Sessions
09:00 - 09:45

Keynote Address: Matthew Luhn on Storytelling for Effective Branding

Matthew Luhn

Separate registration required. Limited to first 100 registrants.

Join former Pixar animator and master storyteller, Matthew Luhn, in a special small-group workshop as he teaches you how to harness the power of a good story to connect and engage with your market. Participants learn how to:

  • Communicate a unique story in one sentence
  • Master the 3 key elements of storytelling
  • Create well structured stories with the Story Spine
  • Effectively brainstorm with others, using the “Yes, and…” principle
  • Harness the “Universal Truths” that connect with all people
  • Transfer written ideas into visual story boards
  • Embrace feat and failing as a necessary part of the creative process
  • Develop techniques to overcome blocks

Author of The Best Story Wins, Matthew gives you the same powerful techniques he has share with companies like Salesforce, Google, Udemy, Gartner, Charles Schwab, Target, Lego, Sony, Facebook, Adidas, Expedia, Hilton, LinkedIn, Microsoft and Apple.

A speaker photo for Matthew   Luhn

Matthew Luhn

Former Pixar Animator

Read bio
09:45 - 10:00

2 Minute Spotlight – America’s Top CU Speakers Share their Best Ideas in Just 2 Minutes!

Breakout Summits Sessions Resume
10:15 - 11:00

Breakout Summits Sessions

11:00 - 11:45

Networking Break in Exhibit Hall

11:45 - 12:30

Roundtable Discussions & Breakout Summit Sessions

Lunch Break
12:30 - 13:00

Networking Luncheon

13:00 - 13:45

Networking and Dessert in Exhibit Hall

Breakout Summits Sessions Resume
13:45 - 14:15

Breakout Summits Sessions

Matthew Luhn

Storytelling & Branding Workshop with Matthew Luhn (Separate registration required. Limited to first 100 attendees.)

A speaker photo for Matthew   Luhn

Matthew Luhn

Former Pixar Animator

Read bio
14:30 - 15:00

Breakout Summits Sessions

Matthew Luhn Workshop (continues)

Agenda

Day 3 - Friday 22nd

Day 3 Opens
07:30 - 09:00

Buffet Breakfast

General Sessions
09:00 - 10:00

General Session: Keynote Speaker TBA

10:00 - 11:00

Closing General Session with Patrick Adams — Jeopardy: It’s not just a game show!

Patrick Adams

Jeopardy, the game, is all about strategically managing risk and reward. The same is true for credit unions. Come play along with the “Alex Trebek of Credit Unions,” Patrick Adams, as he discusses the hottest topics on the playing board including Corporate Culture, Competition, Digital Solutions, Member Experience, Financial Strength, Market Relevancy, Sustainable Growth, and Brand Strength as he reveals what’s working in each category to help your CU better compete. Just like the hit TV show, this session will be fast-paced and fun with Patrick delivering one proven idea after another for your credit union to come out ahead of the game.

A speaker photo for Patrick   Adams

Patrick Adams

St. Louis Community CU

Read bio
11:00 - 11:00

Conference Adjourns

Patrick Adams

St. Louis Community CU

Patrick is beginning his 43nd year with the credit union movement and has worked for St. Louis Community Credit Union for the past 32 years. Patrick was appointed CEO/President of St. Louis Community Credit Union in January, 2008. The credit union ha… Read full bio

Don Arkell

Owner, CU Lending Advice, LLC

Don first worked with Brett Christensen at Clark County Credit Union as one of his original hires and a member of his first sales team. While at CCCU, Don quickly moved through the ranks at the credit union, working in all areas of Sales and Lending.… Read full bio

Bruce Bauer

Senior Executive Benefits Specialist, CUNA Mutual Group

Coming soon...

Jeff Cardone

Partner Luse Gorman, PC

Ancin Cooley

Founder/Principal, Synergy Credit Union Consulting

Mr. Ancin Cooley, CIA, CISA, is the Founder and Principal of Synergy Credit Union Consulting, Inc. Synergy provides a suite of risk management services to financial institutions, which include loan reviews, information technology audits, internal aud… Read full bio

Matthew Court

SVP, Portfolio Analytics, nCino

Coming soon...

Jim Craven

Vice President, McQueen Financial Advisors, Inc.

Coming soon...

David Dean

COO, Marketing Solutions at CU Solutions Group

David Dean is Chief Operating Officer of Marketing Solutions for CU Solutions Group, where he oversees Professional Media & Creative Services, GSTV, Save to Win and the Love My Credit Union Rewards program, which has empowered more than 3,000 cre… Read full bio

Dave DeFazio

Partner, StrategyCorps

Dave DeFazio is a partner at StrategyCorps and works with bank clients to design, build and implement a variety of checking, marketing and training programs. His extensive financial services experience and continuous research in the field ensures eac… Read full bio

Peter Duffy

Managing Director, Piper Sandler Companies

Peter Duffy is Managing Director at Sandler O’Neill & Partners, L.P. in New York City. Duffy works with Credit Unions and banks nationwide in competitive analysis, investment portfolio development, charter decisions, board meetings, loan portfoli… Read full bio

Nick Evens

President & CEO, Curql Collective, LLC

As President and CEO of Curql Collective, Nick cultivates opportunities to help fintech and credit unions collaborate on breakthrough technologies that minimize threats and successfully improve, disrupt and position the industry with a best-in-class… Read full bio

Dr. Troy Hall

Ph.D., author, talent retention consultant, and former CSO at SC, FCU

Dr. Troy Hall is an award-winning talent retention consultant, public speaker and best-selling author of “Cohesion Culture: Principles to Retain Your Top Talent.” As the founder of Cohesion Culture™, he has dedicated his career to establishing a cycl… Read full bio

Bill Hampell

Economist

Following a long and productive career as Chief Economist and Chief Policy Officer for the Credit Union National Association (CUNA) in Washington DC, Bill Hampel is now an economic consultant specializing in explaining trends in the economy and finan… Read full bio

Ronaldo Hardy

Chief Diversity and Inclusion Officer, Owner at CU Strategic Planning

Tim Harrington

CPA, President, TEAM Resources

Tim Harrington started working with banks and credit unions in 1988. Tim and TEAM Resources have a long history of helping financial institutions move forward with greater confidence, profitability and integrity, to serve their market or field of mem… Read full bio

Lynn Heckler

Chief Talent Officer, PSCU

Lynn Heckler has served as PSCU’s executive vice president and chief talent officer since May 2011. Since joining PSCU in 2001, Heckler has shared her passion for creating a culture of inclusion, leadership development and engagement in the workplace… 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

Wema Hoover

Global Diversity, Equity & Inclusion Leader, Executive Coach, Culture Curator & former Google Global Head of Diversity, Equity and Inclusion

Wema Hoover is an executive who has dedicated her career to serving as a catalyst for change and as a transformational leader. Her expertise centers on diversity, equity, & inclusion, authentic leadership and women’s empowerment with a reputation… Read full bio

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

David Koch

Managing Director of Advisory Services, Abrigo

Since 1989, Dave has delivered educational programs on Asset/Liability Management and pricing topics to Federal Regulatory Agencies, national and state industry trade groups, Federal Home Loan Banks, and Corporate Credit Unions nationwide. Dave curre… Read full bio

James Robert Lay

Founder & CEO, Digital Growth Institute

James Robert Lay is the CEO of Digital Growth Institute. He is on a mission to simplify digital marketing to help financial institutions grow from good to great by building marketing systems that guide people toward a brighter financial future. James… Read full bio

Anne Legg

Anne Legg is the founder of THRIVE Strategic Services. She is an award-winning, internationally recognized credit union industry leader who is leading change via the development of data transformation strategies for Credit Unions. She is an author, e… Read full bio

Robert Lockett

Strategy, Operations & Financial Executive, Workers Credit Union

Bob Lockett is the Chief Strategy Officer and SVP of Diversified Services at Workers Credit Union, a $2.1B credit union located in central Massachusetts, improving lives and communities with the Workers WayTM life-cycle approach to financial wellness… Read full bio

Matthew Luhn

Former Pixar Animator

Matthew Luhn is an accomplished storyteller, instructor, motivational keynote speaker, and story consultant, with over 20 years’ experience creating stories and characters at Pixar Animation Studios. Alongside his story work in Hollywood, Matthew wor… Read full bio

Susan Mitchell

CEO, Mitchell, Stankovic & Associates, Founding Chair of the Global Women’s Leadership Network, & National CU Foundation’s Herb Wegner Outstanding Individual Lifetime Achievement Award Winner

SUSAN MITCHELL is a passionate believer in making a difference! As the CEO of Mitchell, Stankovic & Associates, a consulting firm that has provided over 5,000 credit unions innovative consulting services, including strategic planning, board gover… Read full bio

Erin O’Hern

VP Strategic Initiatives, ViClarity

Coming soon...

Matt Roe

SVP, Open Lending, LLC

As the Senior Vice President at Open Lending, Matt oversees all aspects of the customer partnership model by providing high quality consultation, training, and deployment strategies for the Lenders Protection product. Matt has been with Open Lending… 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

Danielle Scodellaro

Executive Benefits Specialist, CUNA Mutual Group

Coming soon...

Brian Scott

Chief Growth Officer, PSCU

Brian partners with industry leaders in payments and community financial institutions to create competitive payments programs, helping credit unions position themselves competitively in their own communities and maintain profitability throughout thei… Read full bio

Lawrence Spaccasi

Partner at Luse Gorman, P.C.

Lawrence Spaccasi represents financial institutions and their holding companies on a wide range of strategic planning, securities, corporate, executive compensation and regulatory law matters. Mr. Spaccasi has more than 30 years’ experience with fina… Read full bio

Brandi Stankovic, Ed.D.

COO/Chief Strategy Officer, CU Solutions Group & Host of the Podcast, The Strategic Hotbox

Dr. Brandi Stankovic is an organizational change expert, motivational speaker, professor, artist and mommy who inspires firms globally with her models of leadership, engagement, and award-winning education. She is the chief strategy officer at CU Sol… Read full bio

Jon Taffer

Celebrity chef from Bar Rescue

Most people know Jon Taffer as a larger-than-life television personality who takes a no-holds-barred approach to helping hotels, restaurants, bars and businesses reach their full potential. He is also a New York Times best-selling author, a highly so… Read full bio

Amanda Thomas

Founder & President, Two Score

A credit union veteran, Amanda has many years of marketing experience in credit unions and as a consultant. She is an entrepreneur and owner of TwoScore, a firm that works exclusively with credit unions under $100 million in assets to achieve their s… Read full bio

Tonita Webb

President & CEO, Verity Credit Union

Tom Glatt, Jr.

Founder, Glatt Consulting Group, Inc.

Tom Glatt serves as a consulting partner with particular focus on projects involving organizational strategy or governance. Tom is the founder of Glatt Consulting Group, Inc., a credit union consulting firm specializing in distinctive strategy consul… Read full bio

Leveraging big data to create value for you & your members

CUs are investing in data analytics at a record level. Yet, most are struggling to gain any real value from their investment. The good news is that you already have access to much of the data you need to gain a competitive edge.

Find out how using the winning approach from Anne Legg’s playbook as she reveals how to leverage your data to identify new revenue sources, reduce member friction and increase productivity. Get the same tactics other CUs are using to harness their data that have generated $1.7 million in new loan balances … increased ROA to 0.92% from 0.65% … and decreased net charge-offs to 0.41% from 0.625%.

Using a hands-on, small-group roundtable format, participants will get an opportunity to take home their own playbook they can begin to put to work right away. Plus, every attendee also gets Anne Legg’s THRIVE Resource Kit and her Top 10 Data Analytics Tools.

Speaker: Anne Legg, Founder, THRIVE Strategic Services

Do it like a pro: How to decipher your CU’s financial statements in 2-1/2 minutes

We all know someone who can just seem to mystically glance at a CU’s financial statement and immediately understand what it all means – and even flag problem areas that may not even be disclosed in the official numbers.

The real value of interpreting the financials is to read between the lines and to quickly and confidently make decisions based on the analysis. Tim Harrington, one of the CU Convention’s All-Time Highest-Rated Speakers, reveals step-by-step how to evaluate the most important ratios so you can make informed decisions, anticipate the financial future and maximize your ROA.

In this hands-on seminar, Tim gives you the secrets you need so you can pick through the numbers and analyze your CU’s financial condition – or any other CU’s financials – in less than 2-1/2 minutes! The secret is to focus on what’s most important. This guidance alone will save you hours of frustration and dead-end discussions.

Whether you’re new to interpreting CU financials or you’re a long-term veteran who wants to learn how the pros do it – this is a must-attend workshop!

Speaker: Tim Harrington, CPA, President, TEAM, Resources

Supervisory committee deep dive: Planning, execution, and evaluation

Supervisory committee members often find themselves stuck between two opposing forces. On one side, you must provide strong internal audit functions so the CU can take on risk in a safe and sound manner. On the other, your role should serve as an asset and not a hinderance. In this unique session, Supervisory Committee members will learn how to:

  • Strike a balance as auditor and as an asset to the CU.
  • Communicate effectively with management, board members, external auditors
    and regulators.
  • Apply best practices for managing and correcting audit findings.
  • Prepare for new and evolving regulatory hot button issues before your next exam.
  • Create and manage an internal audit plan that you can use keep everyone on track.
  • Assess the effectiveness of the supervisory committee processes.
  • And much more.

Whether you are a veteran or just getting started, this session will give you practical guidance and insights based on years of best practices from top performing CUs – and from Ancin Cooley’s 10 years of experience as an CU consultant, educator, and examiner.

Speaker: Ancin Cooley, Founder and Principal of Synergy, Credit Union Consulting, Inc. 

A new model for strategic planning through a futurist lens

As we learned from the pandemic, traditional methods of strategic planning do not work when dramatic social, economic and cultural events quickly unfold. Most strategic planning is based on what has already happened, but the past is not a predictor of the future.

Introducing a new method of strategic planning for an uncertain future that some of the most innovative CUs are beginning to apply. In this one-of-a-kind session, you will learn to think like a futurist and begin to develop a vision for 2030 at your CU. You will get:

  • 4 different scenarios of what is likely to occur in the coming decade.
  • Strategies you can use to help get your executive team and directors anticipating
    future challenges – and opportunities!
  • How to blow up your traditional planning sessions and adopt a new approach that will truly guide your CU for years to come.

Plus, every attendee gets a One-Page Strategic Plan Template that includes a scorecard with 9 key metrics … 3 enterprise goals … 3 strategic initiatives … and the KPIs you can use to track your CU’s performance.

Speaker: Tricia Szurgot, MBA and Certified Futurist – President/CEO at Securityplus Federal Credit Union

Raise the Bar: An action-based method for maximum member experiences

Jon Taffer is an international celebrity and New York Times best-selling author, but most people know him as the highly sought-after guru who takes a no-bold approach to help businesses reach their full potential as creator, executive producer and star of Bar Rescue. Taffer guides companies through the process of turning around their businesses to embrace the future. He has consulted for well-known brands, such as the NFL Network, Ritz-Carlton Hotels, Buffalo Wild Wings, and Anheuser-Bush to name a few. Taffer is a master of powerful presentations that rescue businesses from themselves to propel them towards success.

Speaker: John Taffer, celebrity chef from Bar Rescue

Reframing diversity, equity & inclusion: How difference can make a difference

As a former Chief Diversity Officer, Cultural Strategist and Employee Engagement Leader at Fortune 500 companies including Google, Pfizer, Sanofi, and Bristol-Myers Squibb, Wema Hoover demonstrates how to harness diversity to unlock an organization’s skills and abilities. She reveals how inclusive practices lead to increased employee engagement and collaboration, breakthrough thinking and enhanced innovation. Wema also discusses unconscious bias, how to create a culture of belonging, and cultural competence. An authentic, riveting and impactful speaker, Wema uses her lived experiences as a Black female senior executive to show the true potential of diversity and that differences really can make a difference.

Speaker: Wema Hoover, Global Diversity, Equity & Inclusion Leader, Executive Coach, Culture Curator & former Google Global Head of Diversity, Equity and Inclusion

Storytelling for business: Lessons CU leaders can learn from a top Hollywood animator

Storytelling is the #1 business skill necessary to connect, motivate, and lead people in today’s world. Stories compel us to engage in experiences, learn lessons, and define our values and ourselves within our organization. Matthew Luhn, a 20-year Pixar story veteran, brings his experience creating and developing 10 blockbuster films at Pixar (including Finding Nemo, Ratatouille, Up, Toy Storys 1-3, Monsters, Inc., Monsters University, and Cars), and provides practical strategies that teach and inspire people and teams to connect more effectively with audiences on an emotional level. Matthew uses the power of storytelling to bridge the gap between business and heart, driving your story toward one unforgettable selling point.

Speaker: Matthew Luhn, Former Pixar Animator

Jeopardy! It’s not just a game show

Jeopardy, the game, is all about strategically managing risk and reward. The same is true for credit unions. Come play along with the “Alex Trebek of Credit Unions,” Patrick Adams, as he discusses the hottest topics on the playing board including Corporate Culture, Competition, Digital Solutions, Member Experience, Financial Strength, Market Relevancy, Sustainable Growth, and Brand Strength as he reveals what’s working in each category to help your CU better compete. Just like the hit TV show, this session will be fast-paced and fun with Patrick delivering one proven idea after another for your credit union to come out ahead of the game.

Speaker: Patrick Adams, St. Louis Community CU

The 45th CU Leadership Convention is BACK! We are LIVE and IN-PERSON!

Plus, SAVE even more with our sliding-scale discount. The more you send, the more you SAVE!

After two years of social distancing and virtual events, we are proud to announce that the 45th CU Leadership Convention is returning to Caesars Palace, Las Vegas, July 19-22, 2022 where we can meet once again to share ideas, network and learn from the country’s most innovative minds!

Plus, we are offering up to $300 off when you register TODAY! The more people you send, the more you SAVE!

Every year is special. But there is nothing more special in our 45-year history than this year’s convention. To celebrate, we are bringing back our All-Time Highest-Rated Speakers and we are showcasing the CU movement’s rising stars. This is one event you will not want to miss.

  • 50+ information-packed sessions across 7 Breakout Summits. Pick and choose your favorites.
  • Reserve your seat for a special half-day workshop with former Pixar Animator Matthew Luhn as he gives you the secrets to help you craft a compelling story for your CU.
  • Choose 1 of 4 ALL-NEW! Deep-Dive Pre-Conference Workshops on hot topics including Leveraging Big Data … Financial Management … Supervisory Committee Best Practices … and new methods of Strategic Planning.
  • Every day, we kick off the convention with inspiring keynote speakers.

See you in Vegas!

Dennis J. Sullivan,
Convention Chairman

The iconic Caesars Palace Las Vegas just completed a $100 million renovation of its Palace Tower, the resort’s largest tower, featuring stylishly designed guest rooms and suites. The renovation is the latest in a series that also features a redesigned grand lobby and upgrades to more than 90% of its rooms at a price tag of $1 billion. See for yourself the luxury and unique designs that await your stay.

3655 Las Vegas Boulevard South
Las Vegas, NV 89109

Hotel Deposit & Cancellation Policy:

All reservations must be guaranteed with a deposit for the first night’s guestroom and tax charge. If reservation is guaranteed to a credit card, the first night’s guestroom and tax charge (if applicable), per guestroom, will be billed immediately to the cardholder’s account. Any reservations made via the telephone call center will be assessed a fee of $15.00 plus current sales tax, per reservation. This fee will not apply to reservations made via the internet.

Room cancellations without penalty must be made at least 72 hours (3 days) in advance of the scheduled arrival date. Hotel check in time is 4:00 pm. Check out time is 11:00 am.

Room rate: $179 per night / $20 per night resort fee

Hotel cut-off date: June 30, 2022

Reservations: (866) 277-5944
(Note: each reservation made by phone is assessed a $15 fee. Room booking code is: 50240427)

Book your stay here at the Convention Discount Rate

book.passkey.com/e/50240427

Choose 1 of 2 Options Thursday afternoon, July 21, 2022

(Important: IMPORTANT: Opening night show with Penn &Teller is only open to paid convention attendees and paid guests.
Tickets for Penn & Teller are not sold separately.)


Packages Include:

  • One admittance to either the Lip-Smacking Foodie Tour OR Casino Gaming Made Fun & Easy!
  • One admittance to our Opening Night Entertainment — Las Vegas’ legendary duo, Penn & Teller!
  • All conference breakfasts (not including Breakfast of Champions).
  • Access to ALL refreshment breaks, plated luncheons & dessert socials.

YES! Sign us up for the 45th CU Leadership Convention

We understand that the registration fee includes admittance to all sessions, continental breakfasts, luncheons, refreshment breaks, and working materials and any entertainment hosted by the convention. We also understand that the guest experience package includes admittance to 2 continental breakfasts, 2 luncheons, 1 buffet breakfast, 1 guest experience tour, refreshment breaks and any entertainment hosted by the convention. Guest registration is necessary to attend one or all of these events and must be received prior to the event to ensure space.

100% Money-Back Guarantee

We’re so confident that the CU Leadership Convention will meet your credit union needs that we are offering our 100% Money-Back Guarantee. If you don’t return to your credit union with the strategies needed to contribute to the growth of your organization, write us and we will promptly return your entire registration fee—no questions asked.

 

Cancellations and Substitutions:

Our cancellation and substitution policy are as follows: If you’re unable to attend, you’re welcome to send a substitute. Or, if you cancel in writing by Thursday, May 5, 2022, you may get a full refund. After that date, there is no refund, but you may use your registration fee at next year’s CU Leadership Convention. Registrants who do not cancel and do not attend are liable for the full conference fee. Cancellations via phone will not be accepted.

 

Questions?

Call 866-620-5937. Our customer service team is available M-F, 9 am–5 pm EST.

From humble beginnings busking on the streets of Philadelphia to acclaimed sold–out runs on Broadway to the longest running and one of the most-beloved resident headline acts in Las Vegas history, magic’s legendary duo continues defy labels—and at times physics and good taste — by redefining the genre of magic and inventing their own very distinct niche in comedy.

Their record-breaking Las Vegas show at The Rio All-Suite Hotel & Casino has an amazing eight wins as “Las Vegas Magicians of the Year” and was called “The single best show in Vegas,” by the Los Angeles Times.

The current hit series Penn & Teller: Fool Us! for The CW Network, on which up-and-comers and magic veterans try to fool Penn & Teller for a chance to star in the pair’s hit Las Vegas stage show, was nominated for a Critic’s Choice Award and returned for an eighth season in late 2021. Hundreds of outrageous appearances on everything from Fallon to Friends, The Simpsons to Colbert, Modern Family to Big Bang Theory, plus their own specials for NBC, ABC, PBS and Comedy Central have garnered them an Emmy and a Writer’s Guild Award. The duo has their own star on the Hollywood Walk of Fame. The controversial Showtime series, Penn & Teller: BS! was nominated for 13 Emmys and was the longest-running series in the history of the network.  The show highlighted the pair’s ardent skepticism by tackling the fakes and frauds behind such topics as alien abduction, psychics and bottled water.

In recent years they’ve become acclaimed documentarians with the BAFTA-nominated Sony Pictures Classic release Tim’s Vermeer, which follows Texas-based inventor Tim Jenison on his quest to discover the methods used by Dutch Master painter Johannes Vermeer. Their other films, the critically lauded feature The Aristocrats and the Showtime short The Gambler’s Ballad, were met with wide praise.

The Olivier-nominated Magic Goes Wrong, written and created in collaboration with Mischief Theatre (Creators of the Tony-nominated The Play That Goes Wrong), opened in January of last year at London’s West End Vaudeville Theatre, setting a box office pre-sale record. The Daily Mail hailed it as a, “Spellbinding romp,” while The Sun theater critic raved, “I’ll be laughing into next week.”

As individuals, they are just as prolific.  Teller directed versions of Macbeth and The Tempest that toured to raves from The New York Times and Wall Street Journal, co-wrote and directed the Off-Broadway thriller Play Dead and has written two books.  Penn has written three books, including the New York Times Best Sellers, “God No!” and “Presto”.  He hosted the NBC game show Identity and donned his ballroom shoes for ABC’s hit Dancing With The Stars. Penn also showed his business savvy on two seasons of NBC’s All-Star Celebrity Apprentice.

In 2020, Penn & Teller celebrated 45 years of professional partnership.