Agenda At A Glance

7:00 a.m. - 8:00 a.m.
Registration and Breakfast

8:00 a.m. - 10:00 a.m.
Session

Secrets Unveiled: The Successes and Downfalls of Credit Unions
Discover lessons learned from real events that have taken place at credit unions. We’ll uncover the details of both the downfalls and successes of what we’ve witnessed. This session will also provide the opportunity for participants to collaborate and explore what has worked and not worked at their own institutions. Walk away with transformative ideas, innovative solutions to challenges you’ve faced and much more.

10:00 a.m. - 10:20 a.m.
Break

10:20 a.m. - 11:50 a.m.
Session

Navigating CECL in 2025 and Beyond
The move to the new CECL standard has created concrete processes, more transparency amongst the finance team and lending, and the ability to remain proactive. As a member of the leadership team, your trusted task entails assisting in the financial management and economic modeling for the credit union. In this session, we’ll explore practical strategies to elevate your credit risk game, boost your data analytics and ensure compliance in the ever-changing financial landscape. With a focus on real-world examples and best practices, this session is your ticket to conquering the complexities of CECL right now and beyond.

11:50 a.m. - 1:30 p.m.
Lunch

1:30 p.m. - 3:30 p.m.
Session

Roadmap to a Successful M&A Transaction
In your role, you’re at the helm of your credit union’s financial strategy. Working collaboratively with the rest of the leadership team, you all have the common goal of driving long-term success. In many cases, this means considering a strategic merger or acquisition. Whether it’s a credit union merger or you’re exploring acquiring a community bank, it’s important to understand how your specific role comes into play. Gain insight into the transaction process, explore merger business models, dive deep into the accounting involved and walk away with the tools you need to navigate your next transaction. 

3:30 p.m. - 3:40 p.m.
Break

3:40 p.m. - 4:40 p.m.
Session

Finance Leadership Tell-All
This exciting panel brings together industry finance leaders for a free-flowing discussion on the facets of financial leadership within a credit union. Facilitated by Doeren Mayhew’s John Murnane, our panelists will highlight their professional life experiences leading their credit union’s financial function, offering a unique perspective on the challenges and triumphs along the way. This thought-provoking session will give you a fresh perspective and leave you inspired.

4:40 p.m. - 6:00 p.m.
Cocktail Reception

7:00 a.m. - 8:00 a.m.
Breakfast

8:00 a.m. - 10:00 a.m.
Session

All Things ALM
Every credit union should have sound asset/liability management (ALM) practices in place to help ensure it remains financially viable, but it’s even more important as it climbs the growth ladder. Get a look at what your credit union should be considering along the way before making decisions on what loans, investments and borrowings the credit union should pursue. We’ll cover everything ALM, including adequate capital and liquidity thresholds, cost of funds, product and branch profitability, secondary capital, stress testing and much more to take your credit union to the top while mitigating your risks.

10:00 a.m. - 10:20 a.m.
Break

10:20 a.m. - 11:20 a.m.
Session

Hedging 101: Strategies and Best Practices
An often overlooked strategy, hedging gives your credit union the ability to better manage risk and create more certainty with financial outcomes. This session will dive into all things hedging discussing key strategies, especially when it comes to getting the buy-in from your Board, best practices and the benefits and considerations to using interest rate derivatives. In addition, we’ll have collaborative discussions to explore what other credit unions are doing to implement a hedge strategy.

11:20 a.m. - 11:30 a.m.
Break

11:30 a.m. - 12:30 p.m.
Breakout Sessions

Financial Leadership Exchange
Bring your thoughts, ideas, questions and discussions to the table in this catch-all workshop. This interactive session will encourage open dialogue amongst attendees, fostering a collaborative atmosphere where we can learn from each other’s unique experiences. Get ready for a wealth of knowledge-sharing! 

12:30 p.m. - 2:00 p.m.
Lunch on your own

2:00 p.m. - 4:00 p.m.
Optional Session (Pre-registration required at an additional cost)

Crossing the Threshold: Navigating the Path to $10 Billion and $15 Billion, and Beyond
Is your credit union approaching $10 billion or $15 billion in assets? If so, get ready to embrace the heightened risk management, regulatory oversight and complexity. Join this optional workshop to gain valuable insights to prepare your credit union for the next steps and positioned for long-term success.

4:00 p.m. - 4:10 p.m.
Break

4:10 p.m. - 5:10 p.m.
Optional Session (continued)

Crossing the Threshold: Navigating the Path to $10 Billion and $15 Billion and Beyond (continued)