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Business Conference

Sunday, September 3

"NCUA Update" by Justin Anderson

An update directly from National Credit Union Administration. As this session is designed to give our members current, timely information directly from NCUA, the specific topics are left open until just before the conference. This gives the NCUA Representative an opportunity to compile the most beneficial information for our attendees and their specific area or type of credit union.


"How 'TikTok,' Generational Intelligence, and Education can Increase Your Membership" by Ed Robinson


In today’s world, the perfect storm is created by social sites such as “TicTok”, the generational specificity needs of younger members, and the initiative to educate the general public on the unique benefits of the credit union movement.  

Generational initiatives are needed for credit unions to cultivate a continued CU awareness  and for current and future growth for all credit unions.  Whether we are recruiting new talent, educating generational inclusiveness, or understanding who our credit unions serve, it is imperative that we are cognizant of these intersections that are the pathways to the future growth of revenue, increase of new members and continuous educating our credit union movement.  


Ed Robinson will teach you:

      1) 5 things everyone should know about generations

      2) The language of future members

      3) 3 areas to consider to retain and grow our credit union footprints for sustainability 

      4) How to merge all three together to position your CU for future success   


Monday, September 4


"The Evolution of Fintech" by Pete Duffy

A strategic consideration for credit unions, part of the (current) future of community lending. 

Credit Unions are hearing about fintechs from many sources be it media, members, fellow credit unions. All are discussing fintechs that are lending to consumers on all types of consumer credit from student loans to residential mortgages to residential and commercial solar to debt consolidation and more. 
This session provides illustration of how and how far fintechs have evolved and how they do it. Some, but not all, are potentially excellent partners for credit unions. 
Real life examples of successful engagements will be shared along with a practical discussion of the “do’s and don’ts” when considering a potential fintech engagement. 
Technology has changed consumer lending forever and this session provides insight on how to consider and understand the way forward. 
Hear all this and more from a leading firm in advising on successful CU/Fintech partnerships.

"What Happens if the Threat is Within?" by Nicole Selli

In recent years, interest in Insider Threats has only intensified due to the gradual increase in frequency and cost. Coupled with the changing landscape of remote work and increasing amounts of information on internal networks and portable devices, it’s no wonder risks associated with a well-placed insider threat with legitimate permissions have only expanded. In our new technical landscape, employees’ access, store, and transfer troves of data more easily than ever. 

Unlike other targeted attacks by external threat actors, malicious insider operations are often carried out over long spans of time, with the insider usually taking steps to try to hide their activities to remain undetected in the environment. Thus, making it possible for not only current employees, but also former employees, contractors, and other trusted partners to cause significant damage. 

In this session, Nicole Selli will discuss what an insider threat is, share their tactics, techniques, and procedures (TTPs), as well as highlight recent trends and ways organizations can strengthen their defenses against them. 



Tuesday, September 5

"Geo-economic and Geopolitical Overview" by Frank Kelly

 Geopolitics and geo-economics are impacting the US and global markets in ways we have not seen in decades.  Frank will cover issues ranging from global/regional economic outlooks, trade, supply chain shifts, etc.  Even more specifically, we will talk about the decoupling from China (what is actually going on inside China?), the growth of India as an economic superpower (will they supplant China? Etc.) the market impact longer term of the Ukraine War (also discussing the constant and grave threat to global food security if the Black Sea Grain Initiative is broken), etc.  


"The US Economic, Financial, and Political Outlook for the remainder of 2023 and 2024" by Frank Kelly

A macro-overview of what we are seeing in the US (weaving in how the geo-economic and geopolitical forces discussed in the first session are directly impacting the US domestic scenario).  This would include what is going on at the Federal Reserve in their fight against inflation, financial regulatory policy going forward (in the wake of the recent bank failures and risk of a likely recession), what the US Congress might or might not do this year and next (e.g., tax policy – remembering a good portion of the 2017 Trump tax bill expires in 2025, will we see continued massive subsidies for the tech sector (CHIPS Act, IRA) and will it expand to other critical sectors? The federal budget outlook, etc.).  Frank will also lay out a non-partisan 2024 election preview and what it means for markets and business.



Wednesday, September 6


“If You Score an A+ on Your Scorecard, Can Your Credit Union Still Fail?” by  Miranda V. Flurry

Analyzing Credit Union performance is an important oversight function of both Boards and CEOs, but what if your scorecard is a sea of green and yet the organization was deteriorating? This session examines the use of the scorecard at the Board/CEO level, choices of metrics on scorecards and their respective pitfalls, and the ramifications of metrics on people. Effective oversight of Credit Union performance will help to create and protect value for its Members, Employees, Communities, and the Credit Union System. 

Learning Objectives. 

  1. Participants will be able to define and understand the importance of a scorecard to evaluate Credit Union performance. 

  2. Participants will explore key metrics on scorecards and the irrespective pitfalls. 

  3. Participants will comprehend the relationship between metrics and behaviors. 


“Unlocking Potential: The Power of a Comprehensive CEO Evaluation Approach" by  Miranda V. Flurry


In today's fast-paced financial landscape, credit union success hinges on strong leadership. Ensure your CEO's performance consistently aligns with the credit union's mission, vision, values, and strategic objectives through a well-structured evaluation process. By defining clear performance metrics and expectations, the evaluation process provides actionable insights and valuable feedback for the CEO to follow while fostering a culture of accountability and transparency. Embrace the transformative power of the CEO evaluation approach to optimize leadership potential, foster excellence, and drive your credit union towards sustained growth and success.


Key Takeaways:

  1. Participants will learn the importance of a rigorous and objective evaluation process

  2. Participants will be able to compare their practices to industry standards. 

  3. Participants will explore the key steps in the CEO evaluation process

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