NCUA 2025 Update

Building Alignment Around Good Governance and Our Roles in Getting It Done

From Value to Worth: Bridging the Gap Between Potential and Payoff

Talent, skills, attitude, and outcomes are the core attributes that define your organization's value proposition. However, the true measure of your organization's worth is determined by how this value is perceived and received in the marketplace. Learn how to elevate your brand by effectively bridging the gap between value and worth.  

Advocacy Update

Economic Outlook and Credit Union Operations

20 Trends That Will Shape Your Credit Union’s Future

The financial services industry is evolving faster than ever, and credit unions must stay ahead of emerging trends to ensure long-term success. From the rise of fintech partnerships and the integration of AI and automation to shifts in member expectations around personalized services and digital-first banking, discover how to strategically position your credit union for growth. More importantly, learn how to act upon these trends, develop strategies to integrate new technologies, redefine your member engagement approach, and innovate your offerings to meet future demands.  By embracing these trends, your credit union will be better equipped to deliver exceptional member experiences, capture new markets, and thrive in a competitive landscape.

A New Way to M&A

Mergers and acquisitions have been made specifically based on a static set of performance criteria applied to both the acquirer and the acquiree. This process has material blind spots and often leads to bad decisions. In this session, we introduce a process and framework to overcome this material weakness.

The Growth Blueprint: Strategies for Scalable Success

The common thread among growth-oriented credit unions is scale: top line, bottom line, and the member experience. Discover how to achieve sustained growth by adopting innovative and agile strategies tailored to your credit union’s unique strengths. Capture tools for identifying new market opportunities, leveraging member data for personalized offerings, and creating impactful digital outreach campaigns. Explore partnerships, mobile-first banking trends, and how to build a growth strategy that balances short-term wins with long-term stability.

Driving Accountability: A Guide to Risk and Compliance Culture

In an environment where regulatory changes are swift, and risks can quickly become costly, a big risk and compliance culture isn’t just a “nice-to-have” — it’s foundational to your credit union’s resilience and growth. This session provides directors with actionable strategies to build and reinforce a culture that values accountability at every level. You’ll learn how to assess your current culture, clarify the board’s role in fostering risk and compliance, and implement frameworks that strengthen organizational integrity. By embracing a proactive approach, directors can help their credit unions turn risk and compliance into strategic advantages, supporting sound governance and sustainable success.

Strategic Synergy: Crafting a Thriving Board-CEO Relationship

The relationship between a credit union's board of directors and its CEO is crucial to driving success and fostering a culture of collaboration. In this engaging session, explore proven strategies to cultivate a powerful synergy that enhances decision-making, accelerates innovation, and aligns organizational vision. Discover industry best practices that define effective communication, trust-building, and strategic alignment between the board and CEO. Learn how to transform your partnership into a powerhouse that propels your credit union toward a thriving future.

The Importance of Data-Based Advocacy Strategies at Your Credit Union

Cognitive Bias in the Boardroom

Identify cognitive bias, how to recognize it, and specific examples of places where boards fall victim to bias and its negative impacts.

Innovate and Elevate: Building a Future-Ready Credit Union

In an increasingly competitive landscape, credit unions face diverse challenges that can dictate their long-term success. Explore what distinguishes thriving credit unions from those struggling to keep pace. Delve into industry best practices, innovative strategies, and transformative approaches that can propel your credit union to new heights. Discover how to foster member loyalty, enhance operational efficiency, and embrace technology to survive and flourish in the future. Gain insights that will empower your board to navigate the complexities of tomorrow’s market and secure a sustainable, vibrant future for your credit union.

How Not to Be Fined $3 Billion: BSA Essentials for Directors and Supervisory Committee Members

As leaders in the credit union space, directors and supervisory committee members are critical in ensuring their institution’s compliance with the Bank Secrecy Act (BSA) as leaders in the credit union space. This session will provide a comprehensive overview of the BSA essentials that every board member and committee leader must know to protect their institution from heavy fines and enforcement actions. Participants will gain insight into the risks associated with non-compliance, the expectations placed on them by regulators, and practical strategies to support a strong BSA/AML program.

Credit Unions and the Infinite Game

Credit union friends: Are you playing to win? You shouldn’t be. Here’s the central issue: What game are you trying to “win”? And what does it mean to “win”?  In Simon Sinek’s latest book, The Infinite Game, he asks us to consider flipping this mindset and to think about playing an “Infinite Game,” where there is nothing to “win.” This session explores how this applies to all credit union people, from volunteers to MSRs. Understand how this flipped mindset works in lockstep with credit union principles and philosophy in our DNA and how it will help credit unions thrive for tomorrow.  

The Credit Union Culture and What to Highlight for Boards 

Strategy: Advocacy and Governmental Affairs

Speaker: Ann Petros

Board Governance, Liability, and Authority

Speaker: Ancin R. Cooley

What Your Board Packet Is Really Telling You

Speaker: Ancin R. Cooley

Developing Strategic Thinking

Speaker: Miranda V. Flurry

Your Scorecard Says A+. Can Your Credit Union Still Fail?

Speaker: Miranda V. Flurry

Ensuring Stability with Capital

Speaker: Tim Harrington

Profit: Where Capital Is Built

Speaker: Tim Harrington

The Most Critical Errors a Director Must Understand

Speaker: Tim Harrington

Board Effectiveness: Curating a Perfect Team

Speaker: Jeff Rendel

Streamlining Board Success: Enhancing Operations and Oversight

Speaker: Jeff Rendel