Sunday Session I:

"The Strategy of Planning" by Tom Long

The current business cycle underscores the importance of not only planning, but executing a strategy for competitive advantage.  This presentation will share The Long Group’s proprietary research which reveals shortcomings within the industry’s strategic planning process.  Gain an understanding of how a credit union’s positioning platform is defined and how to critique your executional effectiveness.  Learn how to shape performance and results and shift your planning to think strategically and act tactically. 


Sunday Session II:

"Understanding the Basics of SERPs" by Tammy O'Hara


Sunday Session III:

"2020 Lessons Learned - Open Discussion" moderated by Kathy Budd

How have you positioned your credit union for success in 2020? How do you plan to continue to do so in the future?  Bring your experience, thoughts, and questions to this session.  This will be a participatory open forum discussion. 

Monday Session I:

"The Road Ahead: An Economic Outlook" by Chris DeRitis

The economy has once again taken center stage given all of the events of the first quarter: the rise of COVID-19, the decline in interest rates, the collapse in oil prices, the stock market correction, and – oh by the way – the presidential election.  In this lively session, we’ll put all of the pieces together as we consider the future path of the global economy along with its implications for US consumers, businesses and credit unions.  We’ll highlight both the upside and downside risks as we identify strategies for coping with a challenging economic environment at both a personal and institutional level.

Monday Session II:

"The Credit Union of the Future" by Chris DeRitis

Though resilient, the credit union industry faces significant challenges ranging from the current economic environment to tectonic shifts in the financial services industry.  In this session, we will identify the key challenges facing credit unions including increased competition from banks and alternative “fintech” lenders, shifting consumer preferences for unsecured personal loans over credit cards, changes in regulations and accounting standards such as CECL, and shifting demographics.  Utilizing a collaborative, roundtable format we will not only explore the challenges but identify ways to better serve CU members’ evolving needs.  

Tuesday Session I:

"Maserati Misery" by Frank Drake

A pattern of disastrous losses among CUs has emerged in the last few years. Well meaning lenders are being made victim of their own eagerness by frauds who offer phantom security interests in non-existent exotic cars, in exchange for high-dollar loans. A defrauded CU is a dreadful sight. Listen and learn from the folly of others.”



Tuesday Session II: 

"Third Party Vendor Compliance Verification" by Frank Drake

The purpose of this outline is to provide federally-insured credit unions with an overview of loan participation, guidance on how to craft an effective loan participation policy; proper due diligence practices, a review of legal covcerns of loan participation agreements and how to keep risks in check.



Wednesday Session I:

“'Bank Differently—The Power of Differentiation in Commodity Markets" by Matt Purvis

American consumers are hard-pressed to distinguish credit unions from banks. The powerful differences between these two business models remain hidden behind common products, services and processes.  It’s time to play the game by your own rules.

Matt will cover five simple steps will differentiate your credit union, shift it away from commodity-based competitors and build a true experience culture.


Wednesday Session II:

"Everyone Hates Annual Evaluations—And for good reason. It’s Time to Develop Talent" by Matt Purvis

Stop the madness!

  • Is your evaluation process developing more effective leaders?

  • Are your managers becoming better mentors?

  • Do employees possess the skills and drive to differentiate your credit union from its rivals?


For many, traditional evaluations turn what should be an on-going, virtuous development cycle— one that objectively advances the credit union’s culture through every staff member—into end-of— year drudgery! Recent research into the social contract of employment, generational expectations of work and employee motivation, reveals a better way forward. Everyone Hates Evaluations will help credit unions...

  • Acknowledge and Manage Employee Ambition
    o Employee’s workplace expectations are changing
    o We will explore best practices to focus these ambitions

  • Develop Careers and Advance Company Goals
    o Each employee needs a personalized development plan
    o We will examine individual development plans’ impact on business objectives

  • Grow Leaders

o Leadership is always in short supply
o We will discuss how on-going learning, transparency and career focus develop healthy




P.O. Box 333
Cumming, GA 30028

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