NCUMA 2024 Fall Conference Sessions​​​
Sunday September 1, 2024
​
“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.
“Transform the Member Journey to Drive Loyalty” by Sean Albertson
Unfortunately, many credit unions know they are delivering bad experiences to their members but struggle to know exactly where to prioritize their improvement efforts. Why is that? Well, member experience is extremely hard to get right when so many different things can go wrong. All of the new contact channels and technology is making the member journey even more complex. Leading credit unions must be prepared to think and act differently to transform the member journey. In this keynote, you’ll learn the distinguishing features of top-performing brands compared to those with average brand perception from a recent industry analysis. Other key learnings will Include how to:
• Align your people to transform your member experience strategy,
• Refine your processes to measure and drive value through insights, and
• Design your platforms to leverage cutting edge AI capabilities!
Monday September 2, 2024
“On the Economic & Business Climate” by Roger Tutterow
A Decade ago, we cleared important hurdles that were important steps back toward "normal”. However, as the economic expansion moved through its 11th year, it was derailed by a global pandemic that seen in a generation. In this session, Dr. Roger Tutterow provides a timely overview of global, national and regional economies including recent developments in the effect of COVID-19 on the retail sector and real estate, the causes and effects of the recent changes in energy prices, the structure and effect of recent fiscal stimulus and the linkages between trade policy and currency valuation. The implications for employment and activity in the national and regional economies are also considered.
“Of Money and Men: Ongoing Changes in the Monetary Climate” by Roger Tutterow
Part of the policy response to covid pandemic was for Federal Reserve return to it zero-rate policy and resume quantitative easing. After roughly two yours of this accommodation, the Fed increasing interest rates in March 2022 before pausing of late, and debate its policy stance going forward. In shift in policy had significant implications for the profitability and interest rate risk born by financial institutions. In this session, we will consider the recent “banking crisis”, volatility in the short-term funding market, the inflation outlook and implications for fixed income performance and the ongoing impact of changes in the political and regulatory climate on the financial institution performance.
​
Tuesday September 3, 2024
“Artificial Intelligence Impact and Disruption: How CU's can Thrive in the New World of Work” by Mike Evans
For those willing to adapt, the future is not a threat, but a canvas upon which to paint their success story. This keynote isn't about fearing the rise of the machines, but unlocking the secrets to coexisting and even thriving alongside them.
Seven formidable forces have joined together and are gunning for our jobs, looking to displace departments and to reinvent and disrupt all industries. Standing still is not an option. Complacency and clinging to the status-quo are the death knell to individuals, teams and organizations. These forces are not just trends, but seismic shifts that demand our attention. We are amidst a brawl with few rules, where the fast, adaptive, resilient and agile will be rewarded.
Leave equipped with the tools and mindset to not only weather the storm of disruption but ride its waves to unimaginable heights. Are you ready to step into the arena and claim your victory in the New World of Work?
• Expand your plan to compete and thrive as we unveil AI technologies that are impacting all industries, and reinventing the nature of work.
• Gain strategies to outmaneuver AI: Learn how to leverage your uniquely human strengths – creativity, empathy, and leadership – to stay ahead of the automation curve.
• Employ strategies to thwart AI impact, relentless change, and disruptive forces. Cultivate leadership skills to navigate uncertainty and inspire resilience.
• Discover the essential skills and competencies required to thrive in the New World of Work.
• Gain invaluable insights into how to harness the power of innovation, distinction and agility to adapt and stay ahead of the curve and seize new opportunities for growth.
​
” Cultivating Your Optimal Culture in a World of Accelerated Change" by Mike Evans
Culture, simply put, is the convergence of the way your employees think and act. That culture is producing your organization’s every result (financial, operational, customer, employee, etc.). Creating shifts in the way employees think and act, catapults you toward your desired results. Imagine: Your team, humming with purpose, innovation soaring, and barriers evaporating. You achieve "lofty growth, distinction, innovation, collaboration and more" not through external efforts, but through the unleashed potential within your own people. This is the power of intentionally shaping your culture.
Your current culture might be the invisible anchor holding you back. But what if you could transform it into an engine propelling you towards extraordinary results?
Discover:
• The Hidden Wealth: Learn how to tap into the untapped creativity, passion, and commitment of your employees – a goldmine often left idle.
• Culture as Your Brand: Your culture is like a beacon, attracting or repelling talent and shaping your competitive edge. Will it attract the best and drive innovation, or hinder progress?
• From Apathy to Action: Ignite a culture of engagement, accountability, and alignment. Watch silos crumble and collaboration take flight.
• Beyond Compliance: Forget enforcing policies. Learn how to inspire voluntary commitment for faster, better results.
Wednesday, September 4 2024
"Designing Good Governance for Your Credit Union” by Matt Fullbrook
Good governance can feel abstract and complicated – especially while regulators, consultants, and “experts” are all applying pressure to your credit union’s board and management to comply with an ever-increasing list of governance-related rules and expectations. The objective of this session is to cut through the jargon and establish clarity around what good governance really is, and how you can tailor it to the needs of your credit union. Through a combination of “lecturing” and interactive exercises, we will explore exactly how boards and executives can work together most effectively.
Learning objectives:
Define good governance and how, exactly, it is distinct from operations and compliance
Establish clarity about the unique roles of the board and executives
Balance strategic and operational focus in the boardroom
"How Boards and Executives Make Great Decisions” by Matt Fullbrook
Fundamentally, the role of a board of directors is to be accountable for all of the decisions throughout your credit union. It’s a complex and difficult job, especially because of the time scarcity and information asymmetry that are unavoidable elements of board work. In this session, we will explore some of what makes the work of a board most difficult, and the roles of the board and executive team in increasing the likelihood that they will make effective decisions together for the benefit of your credit union and its members.
Learning objectives:
Explore the “four villains” of decision making (optional pre-read here)
Examine what makes decision-making particularly difficult for boards
Identify specific steps that executives and boards might take together to improve decision-making conditions.
​
Times, events, and topics are subject to change without notice.