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Business Conference



Sunday, May 28


“The Future of Work: Shaping Human Capital Strategy in a Rapidly Changing World” by Tansley Stearns


The pace of change continues to accelerate across business. The shifting landscape for human capital transformed overnight for most businesses during the Pandemic. Defining the shifts that will last and building a future that engages the workforce of the future is some of the most important work organizations can do. In this engaging session we’ll explore:


  • How generational differences influence workforce innovation,

  • What it means to transcend subject matter expertise and embrace learning as a competency,

  • Approaches to leading human capital as a strategic driver and divorcing “soft skills” as a descriptor, 

  • The role of the Board in nurturing the future of work, 

  • And, much more.


You’ll leave this session energized and ready to support an organization where people dream of working.


“Succession Matters: Developing a Plan to Grow & Retain Talent” by Tansley Stearns


Culture can be a driver of organizational growth and success. The best cultures thrive with leadership cohesion. Developing a sound succession plan supports crisis management and it also prepares the organization for a future where the transition of power only accelerates cultural engagement and positive outcomes. During this interactive session you’ll learn:


  • What a strong CEO succession plan should include,

  • How a CEO succession plan can begin the cascade of broader succession planning,

  • How to move from a static plan to an iterative approach to growth and learning,

  • What positive leadership transitions must include and how you can prepare for them,

  • Immediate steps you can take as a Board to ensure success with succession,

  • And, much more.


This session will leave you with action steps you can drive when you return to the Board room.

Monday, May 29

“Regulatory and Legislative Update” by Geoff Bacino


The two groups that can most impact credit unions are the NCUA and Congress.  This session will fill you in on the latest on Capitol Hill and at the agency.  There are a number of big issues:


  • Who will be the new NCUA Board member in the fall?

  • What effect will the new NCUA Board member have on the regulatory outlook?

  • Will Congress look to new taxes to pay down the deficit?

  • Can any substantial bills get through a divided Congress?

  • What impact could the 2024 elections have for credit unions?

“Navigating the NCUA’s New Information Security Examination (ISE) in 2023” by Tim Neiman & Mike Robins


For many credit unions, preparing for the NCUA exam conjures images of stressful supervisory committee meetings, adversarial debates with your technology team, and frustrating conversations regarding a lack of progress on last year’s deficiencies. In addition, for 2023, the NCUA will introduce its new Information Security Examination (ISE), which will surely complicate existing processes.  It doesn’t have to be complicated. This session will introduce you to the ISE and recommend a practical approach to preparation.  It will help you prioritize audit findings, budget proactively based on reasonable project scopes, and demonstrate to examiners that you are making consistent progress with internal controls. Finally, it will empower you not only to “pass” the NCUA exam, but more importantly, protect your members’ assets from cyber threats and internal/external fraud.


"Business Acumen: Understanding Key Business Acumen for CU Leadership and Directors” by Ed Robinson

We all know people who have been professionals in their industries for years and have mastered the technical competence of their departments. But, have they developed a keen sense of business acumen? Do they possess the skill set necessary to make quick yet well targeted business decisions in strategic planning, growth, and insight into the industry?
Some of the key insights to consider with Business Acumen are:
How does your Credit Union make money?
Who are your major competitors?
What are your top five value propositions for members?
What are the industries top differentiators and how does your CU articulate that to members and the community?

Ed will help you develop the interconnected nature of all things business so that you become an optimal contributor to your CU's business decisions.

Business acumen involves understanding the interconnectivity of these key areas:

   • Finance
   • Supply Chain
   • Sales
   • Marketing
   • Strategic Analysis

Workshop Key Take Aways:
·        Know how to see the big picture
·        Develop a risk management strategy
·        Develop critical thinking
·        Practice management acumen
·        Find key financial levers

Tuesday, May 30

“On the Economic & Business Climate” by Roger Tutterow 


Nine years 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. 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. 

Wednesday, May 31

“Identity Theft and Fraud- Protecting Your Member’s Good Name” by Anne Madrid

Think you’re not the victim of identity theft? All our personal identifying information is already out there in the hands of a bad guy/girl. It’s just a matter of time until they use it. Protect yourself, your family, friends, and your members BEFORE they become a victim of identity theft. 


  • The numbers.

  • Identity theft and our most vulnerable.

  • Peer to peer app. payment fraud.

  • Identity theft- Who, How and Why.

  • Prevention. Stop it before it starts!


“How to Turn a Fraud Report Into a Positive Member Experience” by Anne Madrid

Two-thirds of fraud victims consider leaving the financial institution where the fraud occurred. (Jevelin Strategy & Research 2023) The response and education your member receives when they report the fraud could mean the difference in member retention, saving the credit union in future losses and the victim stopping future identity theft in other forms. 


  • Victim impact.

  • Reporting and police response.

  • Breaking through the roadblocks to recovery.

  • It shouldn’t just be a “Regulation E” response.

  • Tools for credit unions to provide members to prevent future fraud and identity theft, saving the credit unions money and the victims time, money, and heartache.


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