Named by Sports Illustrated as “The Greatest Female Athlete of the 20th Century,” Jackie Joyner-Kersee will deliver the keynote address to open the 47th CU Leadership Convention. Join us as she discusses how her relentless pursuit of excellence on and off the track has led her to give back to her community. Coming from very humble beginnings in East St. Louis, Illinois, Jackie Joyner-Kersee is among the all-time greatest athletes ever to compete in Track & Field. Jackie has won three Olympic Gold Medals, one Olympic Silver Medal, and two Olympic Bronze Medals at four different Olympic Games. Less well known, however, are Jackie’s tireless efforts and remarkable accomplishments off the field as a philanthropist and an advocate for children’s education, health issues (in particular asthma from which she has suffered throughout her life), racial equality, social reform, and women’s rights. Never one to be classified as merely an athlete, Jackie says, “I strive to be a Jackie of all trades.”

Renee Sattiewhite (moderator)

Leading a credit union today is filled with challenges – and opportunities. Find out how some of the country’s top CEOs are facing some of the most pressing challenges including the increase in remote working, recruitment and retention in a tight labor market, creating a culture of innovation, serving diverse markets, managing growth and much more. Join us for an open, honest conversation about how CEOs are navigating these challenges, and finding new opportunities to better lead their CUs.

Driven by economic events and generational coming of age, US consumers’ credit card needs and preferences are evolving. Come learn how Gen Z is different from their predecessors and how your organizations can attract, engage, and retain Gen Z customers.

Sponsored by:

Discover the top five AI strategies to attract and retain members at your credit union in a 25-minute session led by BlastPoint’s CTO & Co-Founder. Learn how you can personalize member experiences for greater satisfaction, predict and prevent member churn using AI, deliver optimized product recommendations to boost engagement, and more. Join us to gain actionable insights to help you better predict, understand, and drive member behavior.

Sponsored by:

You’ve heard the expression riches in niches – a new growth strategy in which brands reap huge rewards focusing on small, but profitable target markets. Think university alumni, workers in the gig economy, newly enlisted family members, and small law firms. Each segment has very different needs that might be better served with a new digital financial brand without the time-consuming challenges of creating a new credit union. Find out how some CUs are creating new all-in-one digital brands to reach new markets, grow market share, and increase their ROA. If you you’re looking for unique growth strategies, you won’t want to miss this session!

Steep borrowing costs and inflation-driven high prices make buying a vehicle increasingly difficult for those in the near- and non-prime credit segment. On a macro level, these barriers make it harder for lower-credit consumers to achieve upward credit mobility, putting the future of the automotive industry at risk. Learn how you can increase ROA, achieve yield targets and serve the underserved without adding extra risk. In this session you will learn:

• How younger generations view vehicle ownership and automotive financing.
• Opportunities to counter consumer distrust in financial institutions and the lending process.
• How to safely expand risk-based lending activity by identifying creditworthy near- and non-prime borrowers.

Sponsored by:

More than ever, it’s not “just about the money” when it comes to attracting and holding on to top talent. People are going where they know their leaders care, where their work has meaning, and they have a real chance to learn, grow and develop.

In this engaging and interactive session, we’ll confront today’s toughest leadership challenges – head on.

• Attract – and KEEP – the best people in this fast-moving environment
• Cultivate leaders at ALL levels – regardless of title or position. Your front line people are the face of your credit union, and your member’s first impression!
• Learn why human-centric leadership is critical in the ever growing world of AI
• Connect people to PURPOSE – not just a job
• Engage people in the face of uncertainty

In a chilling, new report by Citigroup, the banking industry will be the hardest-hit by the deployment of AI, with 54% of roles at risk for AI-led job displacement. AI will indeed change “what” we do as humans, and in many ways, “how” we can improve our roles in the credit union. But the “WHY” that motivates us to do what we do (beyond just a paycheck!) is irreplaceable.  The good news is that the “WHY” matters to consumers. Additional research shows most consumers value genuine human empathy and creativity over AI driven emulations. Find out how to keep pace with new technology while also articulating your “WHY” in an increasingly automated world.

Sponsored by:

It’s safe to say that CU executives have not experienced an economic environment like we have today. Interest rates remain at a 40-year high, deposit growth is waning, investment income is more challenging than ever, and members seem to want everything cheaper – and faster! CUs may operate as non-profit, but profit is indeed needed to meet member and staff expectations. Join Pete Duffy as he share 6 considerations for enhancing the bottom line. These are the same tactics already in practice by top performing CUs you can use right away. Find out the steps every CFO should consider when rates and liquidity return to “normal.” Plus, take home 6 practical strategies you can use to better manage your CU’s finances.

It is truly a war for talent in the C-suite right now. CUs are competing with larger institutions that can offer better pay packages, more resources, and more attractive opportunities whether it’s with other credit unions, community banks, FinTechs or other emerging financial services. And once you have someone in place, the challenge is keeping your talent – and not losing them to the competition! Join us for this in-depth session as we discuss the latest trends in recruitment of highly talented individuals and equip you with:

• A key secret to recruiting high-performers.
• Practical strategies to match the expectations of highly-talented individuals with your goals.
• The difference between a truly high performer and average performer (and what it means to you).
• And 4 key secrets to retaining great talent once they are on-board.

When you leave this dynamic and vital session, you will have the tools you need to be able to set your credit union up for future talent success.

Pursuing a growth-oriented focus in uncertain times is more challenging than ever. Now is the time to focus on the values and cooperative principles that set credit unions apart in the financial industry! This interactive session is jampacked with examples of innovative, inspiring initiatives other credit unions have embarked on to supercharge their marketing and impact efforts in the midst of ongoing volatility. You’ll learn how to lean into your credit union superpowers to:

• Grow your membership and loans
• Increase community impact
• Improve the financial well-being of your membership
• Avoid getting stuck in the reactivity trap

Explore the highs and lows of fintech investments for credit unions. In this session, industry expert Nick Evens will highlight successful investments, common pitfalls, and how to de-risk investments for profitability, relevancy, and competitiveness. In this session you will learn how to:

• Spot high potential fintech opportunities that align with your credit union’s strategic goals and have the potential for high returns.

• Gain insights into the most common mistakes credit unions make when investing in fintech and how to avoid them to protect your assets and reputation.

• Leverage the newest tech to stay competitive and meet the evolving needs of your members.

• Uncover the “Curql Method” for de-risking fintech investments to ensure profitability and sustainability

• Discover emerging trends that could impact your credit union’s investment strategy and overall business model.

As lending and non-interest income continue to wane at CUs nationwide, some are bucking the trend and experiencing dramatic growth. Find out how to increase your loan portfolio and non-interest income using some of the same highly-effective lending strategies Latonya Allen uses at GPO FCU that have generated a 17.1% ROI on one loan campaign, a 74% credit card penetration rate and 41% overall loan growth rate during the past 2 years. Whether you are looking to enhance your member loyalty programs, increase auto lending or grow your credit card program, you’ll take home practical strategies you can use right away.

Discover how Apple FCU, one of the country’s largest and most innovative credit unions, is solving some of the movement’s toughest challenges today including: talent acquisition, leadership development and employee engagement. Learn how the CU is following a 3-year HR strategy to help measure its effectiveness, improve management performance, develop talent, and get an inside look at how the CU plans to re-scale and up-scale staffing as AI changes the workplace. Plus, find out how Apple FCU is retaining 95% of its management with its leadership development program and how it has managed to keep its overall turnover rate under 15%. Take home real-world HR strategies that you can use in your own CU.

AI is allowing credit unions to make better credit decisions, improve efficiency, personalize loan offers, increase retention, and decrease costs without having to employ data scientists and coders to make it all happen. What once tooks months can be done in days. Find out how the most forward-thinking credit unions are employing banking data and the newest AI technology to better serve members, increase member retention and improve back-end and front-end operations. Get the tools and strategies you need to take advantage of the latest data sources and newest AI solutions that you can begin to employ quickly and easily.

Sponsored by:

The market has spoken, and the Fed has signaled a pivot. At least for now. The recent bond market rally and expected Fed cuts mean that the peak in deposit competition for this cycle is likely behind us. Now the question is, what lies ahead on the other side? The yield curve remains inverted and margin pressure is not going away in the short run. In fact, deposit rates lag on the way down just as they do on the way up. What will be your plan? Join Darling Consulting Group as they explore the 2024 deposit strategy outlook.

Sponsored by:

Quick Quiz: What is your board’s purpose? Is it to oversee the safety & soundness of the credit union? Or, is the purpose to push the CU forward to success and relevancy in an uncertain future? It’s a trick question; the answer is both. But most boards either ignore or are unaware of the second answer. Those that choose the easy path and don’t force themselves into the unknown – and simply work to maintain the status quo in a familiar and predictable market – risk losing their members and often struggle just to survive. Discover how high-performance boards are transforming their CUs by moving beyond their “safety and soundness” focus and becoming collaborators with management to create the preferred brand and a successful future for the credit union.

With neobanks and fintech staking an ever-greater claim on consumer wallets, is the onus now on credit unions to disrupt the market? Explore some of the most successful brand and marketing strategies employed by emerging and established fintech, and how that playbook can be adapted to help credit unions win with consumers who just want everything faster, cheaper and on-demand.

You’ve heard the expression riches in niches – a new growth strategy in which brands reap huge rewards focusing on small, but profitable target markets. Think university alumni, workers in the gig economy, newly enlisted family members, and small law firms. Each segment has very different needs that might be better served with a new digital financial brand without the time-consuming challenges of creating a new credit union. Find out how some CUs are creating new all-in-one digital brands to reach new markets, grow market share, and increase their ROA. If you you’re looking for unique growth strategies, you won’t want to miss this session!

Over the past decades, CU direct loan loyalty has halved, with 75% of members now using the dealer channel for auto loans. Join us for an interactive session demonstrating a novel strategy to put CUs back in control of their members’ auto loans, boosting profit per loan by 35%-40%. Learn how creatively structuring loans can save members thousands in ownership costs and provide the car ownership experience they hope for. Enjoy this entertaining presentation where speakers use crowd feedback to reveal how to double direct loan revenue, and make direct loans the launchpad for growing profitable member relationships in 2024.

Sponsored by:

Deloitte’s research shows 94% of executives and 88% of employees believe a distinct workplace culture is important to organizational success. Today’s evolving workplace dynamics has ensured that leaders focus on their culture to maintain competitiveness. Employees are well informed about how they want to work and are not shy about their needs. In this session, leaders will hear the top five strategies to refine and leverage their culture to achieve their business goals while also retaining their top talent. Discover the same methods other CUs are using to increase retention and boost engagement by 30%. This session will provide participants with:

• How emotional wellness and safety impacts engagement
• The five methods HR leaders should include in their operational plan
• Practical strategies to reduce turnover and support employees

The most effective analytics programs in credit unions are built on 3 key habits: (1) Creating a culture of data-driven decision-making; (2) Building a learning environment around analytics and, (3) Focusing attention on just 5 critical metrics that drive your credit union. Join this panel discussion as some of the credit union movement’s leading analytics executives share how they are applying these 3 key habits to better serve their operations and their members. Take home the same strategies that have grown membership by over 35% through data driven marketing, eliminated thousands of hours of repetitive / manual reporting and saved millions of dollars in losses from fraud. This session is designed for all management levels and data/analytic team members.

Sponsored by:

The fastest path to growth is through either a merger or acquisition. But not all M&As are successful. Get a behind the scenes look from both sides of the deal to learn why an M&A might work for you … how to assess potential partners for a merger or acquisition … what to consider when evaluating key deal points and pricing … how to properly conduct due diligence … and best practices for communicating with all stakeholders to keep your key people engaged. Join us for a no-holds barred discussion to learn how one deal succeeded, and another fell apart at the 11^th hour. Don’t miss it. This is one everyone will be talking about.

Our world has changed drastically in just the last few years. Unfortunately, leadership styles have not. Although many might not like to admit it, most organizations still operate from a model of “Command & Control” focusing on hierarchies and compliance. Yet, the world, the workforce, the work itself, and the choices we now have for where and how to work and live have all changed – and the old rules of leadership no longer apply.

Trust & Trust & Inspire is a new way of leading that starts with the belief that people are creative, collaborative, and full of potential. People with this kind of leader are inspired to become the best version of themselves and to produce their best work. People don’t want to be managed; they want to be led. Discover how to lead effectively, drive incredible performance, and put into practice the fundamental beliefs of a Trust & Inspire Leader.

By day, Nash Fung is a keynote speaker & magician but as night falls, he is a crisis line volunteer. This unique journey taught him many meaningful lessons on creativity, empathy, and human connections. Discover practical empathetic techniques you can use to:

1. Create better solutions for some of your toughest challenges with your team.
2. Develop deeper trust and increase employee retention.
3. Ensure your colleagues feel heard, understood and valued.
4. Implement a golden rule in crisis situations every leader can use to support their people.

Be prepared to take away innovative techniques and inspiration … all with a touch of magic.

Description – This presentation explores an often-overlooked method for accelerating diversity in the C-suite: evolving executive compensation strategy to meet the needs of a multicultural workforce. An overview on the brief state of the industry, credit union leadership statistics, and DEI-centered challenges, leads into a discussion on five contemporary executive mindsets that are emerging as the C-suite becomes more diverse. The session concludes with a set of empathetic questions leaders can ask of their sitting and successive executives to reach greater parity with their expectations.

Sponsored by:

This workshop is designed to equip credit union leaders with ultra-effective strategies for reaching potential members who are currently exploring or have already engaged with rival financial institutions. Participants will gain insights into how to harness competitive intelligence to its fullest, with a deep dive into how cutting-edge tactics like precise geofencing, device ID retrospection, and automatic content recognition (ACR) are driving astonishing outcomes.

CU marketers will discover how these incredibly potent new promotional techniques and cutting-edge marketing technology tools are revolutionizing the landscape of digital marketing engagement. Take home:

• Strategies for reaching individuals who receive marketing from competing CUs
• Methods to engage with prospects who have previously conducted transactions with rivals
• Tactics to capture the attention of prospects exposed to ads from other financial institutions
• Advanced geofencing strategies to target prospects who have visited the physical branches of competing CUs
•  Tips to construct custom member segments based on online activities related to competitors

For CUs to grow, they must serve more diverse markets that make everyone feel welcome. The question is how best to go about creating an effective DEI culture both internally and externally? Discover how some of the country’s most innovative CUs are effectively managing their DEI strategies with member programs designed to serve all members, unique supplier diversity initiatives, regular reviews to determine what’s working and what needs improvement, and much more.

Presented in Partnership with

As lending and non-interest income continue to wane at CUs nationwide, some are bucking the trend and experiencing dramatic growth. Find out how to increase your loan portfolio and non-interest income using some of the same highly-effective lending strategies Latonya Allen uses at GPO FCU that have generated a 17.1% ROI on one loan campaign, a 74% credit card penetration rate and 41% overall loan growth rate during the past 2 years. Whether you are looking to enhance your member loyalty programs, increase auto lending or grow your credit card program, you’ll take home practical strategies you can use right away.

Grab a seat early for this one as Milton Hunt, one of the most popular speakers from 2023, returns to help you overcome stress and challenging circumstances whether you are working on the frontlines, in the office, the boardroom or from home. Resiliency is a necessary skill for CU leaders that can be improved over time with the right toolset. When someone is resilient, they are able to respond to change in an effective and positive manner. Milton will give you the tools you need to overcome the roller coaster of change … identify the characteristics to adapt in uncertain times … develop resilience in yourself … and support its development in others. Milton is an edu-tainer, a motivator and an energizer. This is one everyone will be talking about!

Credit union members spend an estimated $500+ billion per year on travel. Most credit unions are missing this opportunity and losing market share to banks who meet their travel needs. It’s time for your credit union to take a stand! Learn how to harness your members’ spend and develop a tailored travel strategy proven to enhance member engagement, deposits, market share, and your bottom line.

Sponsored by:

Connecting the Dots: Improving the Management Decision-Making Process with Abrigo Connect

Join us for an engaging demonstration of Abrigo Connect, a cutting-edge analytics tool designed to enhance decision-making capabilities across credit unions. This session will explore how Abrigo Connect leverages artificial intelligence, natural language search, and advanced analytics to transform raw data into actionable insights that empower credit union leaders.

Speaker: Justin Crawley, Senior Advisor, Abrigo

Sponsored by:

New Fundamentals of Automotive Lending

The recent changes in automotive retailing and lending technology are driving new fundamentals in automotive lending. This session will shed light on fundamentals that auto lenders should consider in their operations. 

Speaker: Matt Roe, Chief Revenue Officer, Open Lending

Sponsored by:

(Invitation only please)

When it comes to big data, credit unions have pursued the three V’s—volume, velocity and variety—with equal effort. The rise of AI is changing this dynamic. In today’s battle for big-data budget, volume is inching slightly ahead of its velocity and variety of competitors.

That’s because AI is ravenous for data—big data. The bigger, the better.

When credit unions expand the volume of data that fuels their analytics, they will finally be able to deliver the personalized, predictive experiences today’s members expect.

In this session, CUDX’s Adam Wright will explore what can happen when credit unions feed into and share access to a rich, anonymized and analytically valuable data set.

Sponsored by:

Note: This special forum is ONLY available to CEOs. A separate registration fee of just $195 is required.

CEOs are invited to a special workshop with New York Times and #1 Wall Street Journal bestselling author, Stephen M.R. Covey as he shows step-by-step how to boldly apply a Trust & Inspire leadership style.

Find out how truly great leaders unleash greatness in others – and how you can too each day in your credit union. You will learn how to apply the 3 stewardships of a Trust & Inspire leader by applying a practical and actionable framework that includes:

• Modeling: Who you are
• Trusting: How you lead
• Inspiring: Connect to why

Stephen brings with him decades of leadership experience as the former President & CEO of the Covey Leadership Center, founded by his late father and author of the seminal leadership book, 7 Habits of Highly Effective People. As head of the Covey Leader Center, Stephen M.R. Covery nearly doubled revenues, increased profits by 12 times, and boosted shareholder value by 67 times as the company grew to become the largest leadership development firm in the world.

A Harvard MBA, Stephen co-founded and currently leads FranklinCovey’s Global Speed of Trust Practice. He serves on numerous boards, including the Government Leadership Advisory Council, and he has been recognized with the lifetime Achievement Award for “Top Thought Leaders in Trust” from the advocacy group, Trust Across America/Trust Around the World.

Stephen is a highly sought-after international speaker who has taught trust and leadership in 57 countries to business, government, military, education, healthcare, and NGO entities.

Today’s world of work and culture calls for a radical shift in the way we lead in the 21^st century, and Stephen will show you how.

Are you curious about AI and how it could be the key to unlocking your credit union’s full potential?

In this session, credit union executives will learn how to harness the power of AI by taking raw data and transforming it into actionable insights for strategic planning and risk mitigation. Whether it’s identifying growth opportunities, understanding employee efficiency, and anticipating future risks, integrating AI into your institution’s reporting and dashboarding will be imperative in this ever-changing financial landscape.

Join us to discover innovative approaches to visualizing data, enabling more effective board reporting and streamlined decision-making.

Sponsored by:

True differentiation in banking is rare. CUs need solutions to stand out and not just settle in a sea of sameness. This session features an unconventional eight-part F.L.A.W.S.O.M.E. framework for achieving competitive separation.

As a result of this session, you will take away:

1. Tools:Get equipped with how to uncover weakness and weirdness in their DNA.
2. Skills: Understand how to design in order to amplify uniqueness.
3. Empathy: Gain a deeper appreciation for the need to exceed customer expectations.

Let’s face it. For many, DEI is suddenly taboo. Elon Musk recently posted, “DEI must DIE.” It is more challenging than ever to have discussions about DEI practices, and it can be even more challenging for allies to step up and support change amid a growing backlash. Join us for an open, honest discussion about how CU leaders can be an advocate for others … how to strike a balance between serving members and protecting employees … when to stand by someone and when to speak up … how to move past the acronym and create equal access for all, inside and outside the walls of the CU … and how to ensure open financial access to everyone in your community.

Presented in Partnership with

Today credit unions face unprecedented challenges and opportunities. Traditional lending models are being disrupted by technological advancements and changing consumer preferences, necessitating innovative solutions. This presentation explores network lending, a cooperative model where financial institutions pool resources, agree on common underwriting and pricing standards, and optimize liquidity management by collectively originating, buying, and selling loans. Through insightful case studies and practical strategies, attendees will gain a comprehensive understanding of how network lending can facilitate access to broader lending opportunities, improve risk management, streamline processes, and enhance competitiveness. You get the same strategies used by other CUs that have gained access to a younger demographic (average of 28 years old), borrowers with average FICOs of 750 and average income of $130,000, and improved liquidity management. Don’t miss this opportunity to learn about the transformative potential of network lending and how it can drive growth, efficiency, and member satisfaction.

AI will not replace jobs; your organization will choose to replace jobs. This session discusses the importance of increasing Digital IQ across all levels of your organization, from Board Members to Member Service Representatives (MSRs), ensuring that everyone is equipped to thrive in this new era of work. Join us to explore actionable strategies for leveraging AI within your credit union. Understand how to foster a culture of continuous learning and digital literacy, enabling your team to effectively utilize AI technologies. Gain insights into real-world applications of AI that can streamline operations, improve member services, and drive strategic and operational decision-making. Don’t let your credit union be left behind – join us to increase your Human Digital IQ and leverage AI to your benefit.

The most recent attack that crippled more than 60 credit unions showed just how vulnerable many CUs are to ransomware attacks. Find out how to arm yourself before an attack and respond in the “fog of war” so you never have to pay a dime – and resume operations safely and soundly within hours, not weeks. Discover the 4 practical strategies from prevention to response every CU must follow whether you are managing your cybersecurity in-house or through a third-party vendor. Plus, take home the lessons learned from the most recent attacks to ensure your CU and your members’ data is protected.

As we navigate this uncertain economic environment, it’s crucial to stay informed and prepared. In this interactive session, insights and strategies will be shared that can help you manage risks, identify opportunities, and make informed decisions to safeguard and grow your credit union. You will get practical, actionable advice that you can implement immediately to enhance financial resilience.

Where are credit unions heading? And how can governance help your credit union get there? Learn why governance evolution should be a part of your strategic plan and how to prepare for asset growth. Just as your credit union operations must evolve to meet new technology and marketplace demands, so too must your governance become more sophisticated to mirror that evolution. Lynette will share ideas that just may spark a strategic growth discussion at your next board meeting.

The velocity of change has never been so challenging. Prospects are evolving rapidly, the economy is driving new issues, and the country’s trust crisis creates a marketing challenge…or huge opportunity depending on your strategy. How do you stand out to prospects in a crowded market when they pay less attention? Repetitive messaging no longer works, and prospects no longer trust traditional advertising. To appeal to today’s evolving prospects, we must apply new strategies that capture attention, help us stand out from the Sea of Sameness, and drive them to take action. Join marketing and consumer behavior expert, Shawna Suckow, in this engaging session as she shares the latest economic and consumer trends underway, and predictions for 2025. Don’t worry, it’s not a boring lecture! She’ll share her Marketing Mosaic strategy that will help you drive new business in the year ahead. Find out how to create impactful and memorable Marketing regardless of budget or staff size…truly stand out to help you attract more business…and get the template that will help you easily plan your marketing mix going forward.

Belonging – a fundamental human need and the sense of being accepted and included by others – is essential to any DEI strategy. That’s because just making employees feel comfortable at work isn’t enough to get the job done. Organizations must foster a sense of belonging for team members to be connected to purpose, to bring their best contributions to the workplace and ultimately to drive organizational performance. In this session, we’ll unpack the costs and benefits of prioritizing a culture of belonging and learn how to go beyond the status quo to make belonging a strategic advantage for your organization.

Presented in Partnership with

Join us for an insightful engagement tailored specifically for credit union professionals focused on enhancing their lending departments. This session will discuss effective recruitment techniques that attract top-tier talent and talent management retention strategies designed to keep your team motivated and engaged. Learn best practices, innovative approaches, and practical solutions to build a dynamic lending department that drives member satisfaction and organizational growth. Don’t miss this opportunity to transform your approach to staffing and management in the competitive financial services landscape.

Sponsored by:

Get ready to crack some codes. Find out how to quickly and easily identify personality types that often shift depending on the circumstances, mood, and even time of day. Whether you’re in the boardroom, the C-suite, coaching employees, or meeting with members, you can use the intel gained to improve your communication, understand others and get the desired results faster and without the drama. Join Keith & Rebecca for a fun, entertaining and eye-opening presentation with practical tips anyone can use anytime, anywhere.

This session will provide a comprehensive overview of the current cyber threat landscape, including emerging threats and vulnerabilities unique to the financial sector. Attendees will gain valuable knowledge on best practices for implementing robust cybersecurity measures, from securing online banking platforms to protecting against sophisticated phishing attacks, customer data and ransomware. Marquis Carroll, a seasoned cybersecurity professional with extensive experience in the financial sector, will share real-world examples and actionable advice to help you fortify your credit union’s defenses.

Sponsored by:

As net income margins continue to tighten, CUs are looking for alternative income streams to manage the balance sheet. In this session, ALM expert Emily Hollis discusses the fixed investments allowable under NCUA and some states and which sectors perform best in a highly anticipated falling rate market. For those seeking enhanced yield, she also reveals various options through the Employee Benefits Pre-Fund and Charitable Donation accounts. You won’t want to miss her top investments to avoid! Plus, be among the first to learn about a new fund with AACUC that everyone will be talking about.

(Invitation only please)

The session title is not a rhetorical question! This session will address the need for a meaningful Executive Benefits philosophy, what should be considered, and how to implement and document the process.

Sponsored by:

Join Senior Executive Liz Ponder as she recounts one of the most challenging periods of her career. In this compelling narrative, Liz shares her journey of rediscovering and rebuilding trust between an Executive Team and their Board of Directors. Be inspired by her candid reflections and the valuable lessons she learned, which resonate with many credit union Executives and Boards today.

In an era where members often chase the best rates, building lasting relationships is key to credit union success. This session explores proven strategies to foster loyalty and engagement among members, moving beyond transactional interactions. We will delve into effective communication techniques and innovative differentiators that resonate beyond financial incentives. Join us to discover how to transform your credit union into a community hub, where members stay not just for great rates, but for the invaluable connections and long-term partnerships you create.

Africa is one of the fastest growing regions for credit unions in the world with more than 34,000 CUs and financial cooperatives serving 43 million people in 29 countries — a vastly different market compared to the U.S. The median age of its population is 18 and the average loan is only $339 per member. Yet, CUs in both continents share the same mission of people helping people. Find out how CUs in Africa are leveraging Fintech to serve members, utilizing digital transformation, overcoming cultural barriers as they try to serve more women, and make positive impact in their communities. Discover how to apply the same strategies in this emerging market to your credit union today.

Presented in Partnership with

When was the last time your lending department called members to get ALL of their business? Get a behind-the-scenes look into how one CU is beating the competition by actively going after new loans and refinancing opportunities by contacting their members to generate a 96% L/S ratio. The secret is how they did it and tracked their metrics. Plus, you will learn from the trainers who worked with the lending department on best practices for engaging with members, uncovering hidden opportunities for saving members’ money, and taking market share from the competition. You will learn not only what they did, but how they did it!

CUs face a trifecta of challenges: the ongoing war for talent, the retirement wave of Boomers, and the imperative to cultivate trust and loyalty. Join us for an insightful and content-rich session where we discuss strategic solutions to nurture and develop leadership within CU, navigate the complexities of succession planning, foster a culture that not only retains existing talent but also attracts new members and employees. Gain clarity on actionable steps to not only adapt to the current challenges but to thrive in the dynamic work climate. Elevate your CU’s potential by proactively addressing the issues at hand and charting a course towards a resilient and prosperous future.

Data isn’t the issue for credit unions; activating it is. For the majority of credit unions, data feels completely overwhelming. Common questions are: How do I access the most reliable and valid data? How can I use it to improve my members’ lives? Do I need new tools? Do I have the right people? How much and how long? This session will highlight the data journey of Royal Credit Union and learn from Tad Carlson, Royal’s VP – IT Solutions & Development and how they use data to drive key decision-making and create member value. Spoiler Alert this does involve AI. Plan on attending this session to gain actionable takeaways to help jump-start your data journey.

Consumer preferences have changed dramatically over the last four years. In this session, Velera Senior Vice President of Emerging Services Scott P. Young provides insight into the latest financial technology innovations around the globe and here in the U.S. – and how your credit union can best leverage them to provide your members with the personalized, connected experiences they expect. Regardless of asset or membership size, this session will provide practical tips to prepare your members for what trends may be coming next.

• Gain insight into some of the latest fintech innovations around the globe and here in the U.S. – and how your credit union can best leverage them to provide your members with the personalized, connected experiences they expect.
• Learn where payment innovation may be headed in order to match growing consumer demand for immediacy, convenience and personalization.
• Learn why credit unions should capitalize on the trust factor among their membership, and why now is not the time to forego innovation on behalf of your members.

Presented by:

Generative AI is creating both excitement and anxiety. The latest technology has the potential to transform how we do business, similar to how the Internet upended how we bank, shop and communicate. Yet, for the first time, technology has the potential to learn and create – like humans. Learn how to control your story as the technology unfolds in this controversial panel discussion. Find out where the real risks lay ahead for CUs … how to leverage AI for go-to market strategies … how boards will need to govern in an AI world … and how the technology can be used to make a positive impact on your CU and your members.

This dynamic 15-minute session will transform your best conference insights into actionable steps, while also giving you one more opportunity to connect with someone new. In this short time, you’ll harness the full potential of your conference experience and leave with practical tools to implement your newfound knowledge immediately. You’ll engage, connect, and propel your goals forward with your fellow attendees.

While AI might be able to automate tasks and even boost productivity, the need for leaders to connect on a human emotional intelligence level is more critical than ever. EI (not AI) gives us the ability to develop strategic visions, collaborate, lead, adapt, provide better member service and make ethical decisions. In short, we need to strike a delicate balance of leveraging our human skills while also taking advantage of AI advancements. Join one of the CU Leadership Convention’s highest-rated speakers, Brandi Stankovic, in this closing keynote as she explores 5 strategies CUs are effectively using to integrate EI with AI to better serve their members, their credit union and their communities.