Sunday, September 6

​

“Unlocking Potential: The Power of a Comprehensive CEO Compensation/Evaluation Approach” by Miranda Flury

 

In today’s complex financial landscape, credit union success depends on disciplined, board-led oversight of CEO performance and compensation. This session equips participants with the foundational knowledge required to understand CEO compensation, including a structured and objective approach to CEO performance evaluation that aligns compensation with organizational strategy, values, and results. Participants will explore how clear expectations, measurable performance goals, and transparent processes strengthen accountability, reinforce appropriate board-CEO role boundaries, and reduce governance risk. When performance and pay are aligned, boards empower CEOs to lead with clarity, confidence, and purpose - while

fulfilling their fiduciary responsibilities.

 

“Beyond Growth: Building the Next Generation Credit Union” by Sumeet Grover

Sustainable growth requires more than adding assets, products, or members. It requires creating enduring relevance and new sources of value. This session explores how credit union leaders can connect enterprise strategy, member experience, digital capabilities, data and AI, operational excellence, and disciplined capital allocation into a modern growth model. Attendees will examine how deeper member relationships, personalization at scale, operating leverage, revenue diversification, and strategic reinvestment can create a self-reinforcing cycle of membership growth and sustainable financial performance, while preserving the mission and member-centricity that truly differentiate credit unions.

 

Monday, September 7

​

“The US Economy: Very Resilient, So Far Part I” by Elliot Eisenberg

​

Attend this entertaining and informative presentation on the economy and learn from Dr. Eisenberg how GDP, which includes household consumption, corporate and government spending, and net exports, is likely to perform over the next 12 months given the mildly expansionary fiscal policies coming out of Washington DC and the profound and dramatic increase in AI spending. Learn how different sectors of the economy are performing and are likely to perform, with particular attention devoted to tariffs and imports, energy, construction, and critically the labor market and as a result, how inflation will behave and what the Fed is likely to do with short-term interest rates over the next year, and thus how long-term rates are likely to

behave. Elliot will ,also focus his attention on net interest margin, the shape of the yield curve, default rates on auto loans, credit cards, home mortgages, student loans, and M&A activity among credit unions. Dr. Eisenberg will also look at auto sales, several measures of consumer sentiment, small business sentiment, CEO sentiment, and the rest of the macro economy.

 

“The US Economy: Very Resilient, So Far Part II” by Elliot Eisenberg

​

This session will focus almost exclusively on real estate including retail, office, industrial, commercial, lodging, and agricultural but with particular attention being devoted to residential real estate including multifamily but specifically the single-family residential housing market. Attention will be devoted to explaining the many problems the residential housing market is contending with including high prices, an on-going lack of inventory, high input costs, high sales prices, and the regulatory barriers which continually push up prices for new and existing housing. Elliot will also discuss why builders are unable to build sufficient new entry-level units to satisfy demand, as well as demographic changes resulting from recent Immigration reform efforts, and more generally how regional home price appreciation rates vary by state and city, and why. This session will also carefully discuss the likely path of housing starts, existing housing sales, home prices, and mortgage applications including rate & term, cash-out, and ARMs.  This session will end by briefly comparing economic conditions across all 50 states. Dr. Eisenberg then looks forward to taking questions from the audience

​

Tuesday, September 8

​

“Washington Update: What Credit Unions Need to Know Now” by Lenwood Brooks​

​

The regulatory and legislative landscape for credit unions is shifting. This session offers an insider's perspective on what's happening in Washington and what it means for your institution. Drawing on firsthand experience at NCUA and on Capitol Hill, this session pulls back the curtain on how regulatory priorities get set, how new board leadership shapes agency direction, and how recent legislation could affect your operations.

​​

“The Changing Landscape: Credit Union Regulatory Update and Strategic Outlook” by Sarah Stevenson and Lenwood Brooks

​

The NCUA has a new Board Chair, two seats remain empty, the deregulation initiative is in full swing, leaving the industry wondering “what’s next.”  This session brings credit union executives and directors up to speed on the latest developments from the NCUA and other regulatory agencies – including proposed rule changes, examination priorities, and emerging compliance risks. Attendees will leave with an understanding of what’s changing and why it matters.

​

“Delivering Member Value: A Leadership Perspective for Executives and Directors” by Sarah Stevenson

​

As member-owned cooperatives, credit unions exist to serve their members, but what does “member value” really mean in practice, and how do leadership decisions shape it? This session explores how executives and directors can evaluate, strengthen, and communicate the value their credit union delivers—from competitive rates and lower fees to financial education, community impact, and an exceptional member experience. We’ll examine how member value connects to strategic priorities, operational execution, financial sustainability, and the cooperative difference that sets credit unions apart. Attendees will gain insights into how effective collaboration between the board and executive team can drive long-term member success while ensuring the credit union remains relevant, resilient, and mission-focused.

​​

 

Wednesday, September 9

​

"From Strategy to Safeguards: Leading AI at Your Credit Union" by Mark Blazek

 

AI is no longer on the horizon; it's already in your credit union, often arriving quietly through your core, lending, and digital-banking vendors. The question is whether leadership is guiding it or being surprised by it. This session gives board members, CEOs, CIOs, and senior leaders a shared language for where AI is operating today, from credit decisioning to member service to the "shadow AI" your staff may already be using. This session provides a practical set of questions every leader should be able to ask and answer covering fair-lending exposure, member data privacy, vendor accountability, and the policies that separate confident AI adoption from costly missteps.

 

"Leading Through Cyber Risk: What Every Credit Union Leader Owns" by Mark Blazek

 

Most breaches at a credit union won't come through your firewall; they'll come through a vendor or an employee clicking a link. And the moment one does, a 72-hour regulatory clock starts. This session reframes the leadership question from "are we secure?" to "are we ready for when we're not?" Board members, CEOs, CIOs, and senior leaders will get a plain-English look at today's real threats, like ransomware, vendor and payment fraud, and AI-powered social engineering, alongside NCUA's current expectations. You'll leave with a leadership readiness checklist covering accountability, tested incident response, third-party risk, and what your credit union owes regulators and members when an incident hits.