top of page
Business Conference


Sunday, July 10

Session I: "Protect Assets and Reputation through Technology" by Tim Neiman and Mike Robins

In 2021, the average ransomware payout was $570,000, up from $312,000 in 2020. Cyberattacks not only threaten your credit union’s bottom line, but also damage your reputation quickly and permanently.  The annual NCUA exam and a reactive technology strategy will not protect your members adequately.  This session will identify the critical components of a proactive technology roadmap.  It will describe how “passing the test” with the NCUA does not protect your assets properly and how recent news stories illustrate that even the largest credit unions are at risk.  In addition, it will offer a guide to proper cyber insurance coverage as well as an Incident Response Plan.  Both executives and board members will learn several practical actions to take as soon as they return to the office.

Session II: “So Many Hackers, So Little Time” by Steve Stasiukonis

The number of hackers and the number of organizations getting hacked has exploded over the last few years. Organizations around the globe have experienced an exponential number of attacks against their networks, employees, vendors and intellectual property. Join us as we explore the Dark Web to show how easy it is to become a hacker and how it is going to affect you in the future. With Hackers ability to hide behind a variety of pseudo anonymous crypto currencies, combined with the ease of obtaining hacking resources, you will see what makes the life of cybercrime extremely attractive. As the ransomware threat continues to grow by shutting down financial institutions, businesses, municipalities, and healthcare, we will provide you with the roadmap to understand digital criminals and minimize the impact on your organization.

Session III:“Bitcoin & the BlockChain:Digital Dollars & Visible Ledgers” by Steve Stasiukonis

It's like money, highly controversial, it's not country backed, it's pseudo anonymous and becoming popular across the planet.  In this session, Bitcoin currency and its management vehicle known as the Blockchain are explained.  The session will also explain how Bitcoin is used for the purchase of anything like cars, homes, drugs and other illegal things.   This session is an eye opener for anyone interested in this form of digital currency and the technologies of Blockchain.


Monday, July 11

Session I:“Operating Effectively in a Low-Rate Environment” by Bill Handel

 We are currently in one of the lowest rate environments our economy and industry have ever experienced. Although this is good for businesses and consumers in general, it tends to be more problematic for financial institutions. We'll examine the steps you can take to better operate in the low-rate environment that the Fed has indicated will persist through 2023.

Session II: "Growth 2022 & Beyond” by Gene Marks



Business leaders are facing many issues this year as they emerge from the pandemic, including inflation, supply chain plus labor shortages - and mid-term elections which will impact future policies are looming.


So what does this mean for your credit union, your members, small businesses and your community? What new issues will we be facing? What investments should we be making? How will the economy fare? How will the mid-term elections impact your operations? What are smart leaders around the country doing to navigate growth and profitability over the next two years?


Join nationally recognized journalist, best-selling author, and business owner Gene Marks CPA for a fast- paced, entertaining and data filled presentation where he will share with you the advice, lessons and actions being taken by his audience of more than half a million business owners, managers and leaders to deal with these issues and position themselves for success in the years to come.


Among the potential topics:


A deep dive into the factors causing inflation, thoughts on future cost increases and - most importantly - leaders at financial services firms and other businesses around the country are doing to navigate their organizations in a higher priced environment;


A look at a few little-known, high-frequency weekly and monthly data that underlies the core manufacturing, services and construction industries that will help you better understand the economy and better predict future downturns and growth.


A review of the latest legislation and White House and congressional activity in DC with an emphasis on business matters such as labor, healthcare, taxes (for your members) and regulations that will affect your company;


What smart leaders are doing to find and retain the best talent in this tight labor environment including the latest and hottest benefits offered, compensation and workplace strategies so that their firms are positioned to provide a safe, productive and happy experience for their employees;


Thoughts on exit and succession planning issues that are impacting your members and how credit unions can be a critical advisor during this process.



Session III: "Let’s Talk Tech” by Gene Marks

The Biggest Technology Trends Impacting Credit Unions This Year


What technologies should your credit union be considering in 2022...and beyond?


In this fast paced presentation Gene will take you through the biggest technology trends impacting the financial services industry and provide advice about the latest applications, platforms and services you should be considering including:


-customer relationship management

-human resources and benefits

-internal financial operations

-fintech developments that your members will need

-security tools and processes


Gene will also cover the latest trends in AI, IoT, augmented/virtual reality, blockchain, crypto, the metaverse and other technologies that will impact the financial services industry in the coming years.



Tuesday, July 12


Session I: "C-Level Trends in Credit Union Land" by Tim Strandquist

There has been an incredible transition taking place within the credit union C-Suite including growth in the amount of positions and record turnover at the CEO level.  We will discuss what is contributing toward this change and ways organizations can strategize in preparation.

Session II: “Improving Your Credit Union’s Relevance Through Strategic Thinking” by Miranda V. Flury

Strategic thinking can be somewhat of an elusive topic and may not be intuitive or reflexive for Boards and Executive Teams. It is forward-looking, synthesizing creativity, critical analysis, and ambition, and derives from a commendable willingness to ask “why?” and “why not?” Strategic thinking is a difficult behavior to ingrain – but offers the ability to spot opportunities and risks before your competitors. Like any worthwhile objective, it takes practice, deliberate focus, and commitment to make it a reality. A Credit Union’s commitment to superior strategic thinking helps to create and protect value for its Members, Communities, and the Credit Union System.

Learning Objectives.

  1. Participants will be able to define Strategic Thinking and how it differs from Strategic Planning.

  2. Participants will be able to describe the frame work and principles of Strategic Thinking.

  3. Participants will learn how Strategic Thinking can be applied in practice.

  4. Participants will understand the importance of dedicating resources to enable Strategic Thinking.


Session III: "Strategic Resilience - Governing the Unpredictable” by Miranda V. Flury

Strengthening Credit Union resilience has never been more important with unpredictable and unprecedented changes in our future. History reminds Credit Union Directors and Executives of the significant ramifications ‘unknown unknowns’ may have on our businesses. Resilience is not simply about surviving the next crisis, it is about emerging stronger from it. In the context of systems thinking, Credit Union resilience will arise from three dimensions: Financial Resilience, Internal Resilience, and Brand Resilience. It is fostered both through strategy setting and embedded in day-to-day activities. A Credit Union’s deeper understanding and application of the three dimensions of resilience will help to create and protect value for its Members, Communities, and the Credit Union System.

Learning Objectives.

  1. Participants will be able to define Strategic Resilience and comprehend the relationship between resilience and risk.

  2. Participants will use the dimensions of resilience to reflect their own Credit Union’s resilience.

  3. Participants will explore new areas of oversight to monitor resilience.



Wednesday, July 13


Session I: "Economic & Industry Trends Briefing” by Josh McAfee
Most American credit unions were created to provide a place for those marginalized by mainstream banking. Through decades of growth, regulation, and industry consolidation, credit unions have developed multiple unique stakeholder groups and have evolved into mainstream banking. In this two-part session, Callahan & Associates will review US and global market macroeconomic condition, how the credit union industry segment is responding to that economic condition, and a peer earnings model benchmark. 

Session II: "Doing Well by Doing Good”  by Josh McAfee
Callahan will expose how the nation’s leading credit unions are creating market differentiation through a unique value proposition. “Doing Well by Doing Good” or maximizing earnings through providing solutions to the community’s problems is a proven strategic framework with direct shareholder value implications. Callahan will demonstrate the business case for how you can create positive systemic change through adoption of this stakeholder impact focus.

bottom of page