Schedule at a Glance

SUNDAY, JUne 23

2:00 P.m. - 4:00 P.m.
EARLY REGISTRATION

MONDAY, JUne 24

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

8:00 a.m. - 9:45 a.m.
General Session

All Things Fraud: An Inside Look at Trends, Threats and How to Fight Back
Amid uncertain economic conditions and evolving technology, credit unions and their members continue to see an increase in financial fraud. Join this session as Jill Adams from the FBI provides an inside look at current trends, threats and ways the agency is partnering with credit unions to fight back. In addition, attendees will have the opportunity to participate in a brief Q&A to ask burning questions related to fraud.

9:45 a.m. - 10:00 a.m.
Break

10:00 a.m. - 11:00 a.m.
Breakout Sessions

Amazing Boards Ask Great Questions: Top 10 Countdown of What Questions You Should Be Asking 
In a room of blended personalities, different backgrounds and areas of expertise, Board members are expected to work together to govern to the best of their abilities. A great Board should collaborate to ask critical questions to help drive strategic planning and understand key areas of importance. Find out what questions you should be asking in your next Board meeting and beyond.

The Basics and Beyond of Internal Audit
Challenged with directing and overseeing the activities of the internal audit function, it’s important for the Supervisory/Audit Committee and/or Board to understand this important independent objective function. Join this session where we will discuss all things internal audit. From the risk assessment process, to reporting/tracking results, and everything in between. Walk away with a better understanding of it all in order to add value and improve your institutions operations.

Collaboration at Its Finest: The Evolution and Rise of CUSOs 
In an ever-evolving technology environment, credit unions are challenged to stay competitive and continue to offer a variety of services to their members. Many are turning to collaborate with each other to do just that. Explore the advantages of credit union service organizations (CUSOs), types, how to get involved and understanding your role in making them happen..

11:00 a.m. - 12:00 p.m.
Breakout Sessions

Derivatives 101
Has your credit union explored the use of derivatives? Join Wilary Winn’s Frank Wilary as he walks through an introduction of derivatives and how they could help strategically manage balance sheet interest rate risk. This session will highlight business cases for derivative use and cover the steps for the implementation of a program. In addition, learn more about interest rate swaps, swap futures, caps and floors.

Understanding Policies and Reports
You’ve received your credit union’s audit report – now what? Your role is critical in ensuring the financial health, compliance and overall success of the credit union. Understanding policies and reports is essential to fulfilling your responsibilities. Get a breakdown of what to do with the information from the report, how to resolve findings, how to determine the severity of the risk and more. In addition, gain helpful insight to determine if your credit union’s policies are in check, well-defined and functioning the way they should be.

New Volunteers: Understanding Your Role and Expectations to Best Support Your Credit Union 
Are you new to the Supervisory Committee or Board? If so, this session is for you. Discover the pivotal role you play as a new volunteer, what the NCUA defines as requirements for your role and unveil expectations that will guide your journey with your credit union. You’ll leave this session feeling empowered with the knowledge and tools needed to be a valuable asset, so you can go forth and make a significant impact in supporting the success of your credit union.

12:00 p.m. - 1:00 p.m.
Lunch

1:00 p.m. - 2:00 p.m.
General Session

Economic Update
Description coming soon.

Session sponsored by:

2:00 p.m. - 2:15 p.m.
Break

2:15 p.m. - 3:15 p.m.
Breakout Sessions

Navigating CECL Post-Implementation
We made it past CECL implementation, now what? Join Stephen LaBarbera as he puts a spotlight on the challenges and opportunities post-CECL adoption. You’ll walk away with 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.

What's Trending: Audit Hot Topics for 2024 and Beyond
Join this session to unlock emerging audit trends, NCUA exam priorities, and technological advancements to proactively address challenges and capitalize on opportunities. This session promises a forward-looking perspective, empowering you to stay ahead of the curve and effectively navigate the evolving demands of the financial industry.

Controversies and Emerging Risks in Regulatory Compliance Today
Regulatory compliance is anything but boring in 2024. The upcoming presidential election is having a monumental impact on the rules credit unions must follow. We have never seen such a rush of formal and informal rule changes in an election year. Having a clear understanding of the areas of compliance posing the most risk this year can help the credit union stave off lawsuits, enforcement actions and poor exams, while not wasting resources on low-risk compliance areas. Join this session where John Zasada will discuss the highest potential compliance risk areas, violation costs and the likelihood of a penalty if the risks are not managed. In addition, hear real stories of lawsuits and enforcement actions, and what could have been done/spent to avoid them. You’ll gain a thorough understanding of the evolving compliance landscape while understanding how it relates to the current political environment.

3:15 p.m. - 3:30 p.m.
Break

3:30 p.m. - 4:30 p.m.
General Session

Peer Exchange: Ideas, Challenges and Best Practices
Join us for our traditional Think Tank – revamped! This interactive session encourages an open dialogue among attendees, fostering a collaborative atmosphere where we can learn from each other’s unique experiences within individual credit unions. Get ready for a wealth of knowledge-sharing, promoting a community-driven approach to problem-solving and professional development.

4:30 p.m. - 6:30 p.m.
evening reception

Tuesday, JUne 25

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

8:00 a.m. - 9:00 a.m.
announcements and General Session

Cybersecurity Update: Where We Are Today and Where We're Headed
Credit unions are a huge target for cyberattacks, so it’s imperative to stay ahead of the game. This session promises to be a journey into the current trends, imminent threats and cutting-edge best practices in digital security to arm your credit union with. Don't miss out on this empowering session that could transform the way you approach cybersecurity!

9:00 a.m. - 9:15 a.m.
Break

9:15 a.m. - 10:15 a.m.
Breakout Sessions

Financial Statements: Understanding the Numbers
Embark on a journey to debunk the complexities of financial statements and unravel the vital insights they hold. Together, we’ll uncover the key components of financial statements, including balance sheets, income statements and cash-flow statements. You’ll gain the knowledge and skills to interpret financial data effectively, enabling informed decision-making and fostering a deeper comprehension of your credit union’s fiscal health.

Financial Check-ups
Gain valuable insight into the intricate processes of evaluating and optimizing financial performance in this informative session. With an emphasis on the proactive role of financial check-ups in fostering stability, resilience and sustainable growth within credit unions, this session is a must-attend for committee and Board members looking to enhance their institutions’ fiscal well-being. Using practical examples and actionable strategies, get ready to uncover hidden risks that could potentially impact your credit union.

Internal Audit: Looking Ahead…and Forward
Companies continue to reshape their business strategies, operational models and resources. Disruptors such as changes in consumer behavior, supply channels, economic volatility, technology, and competition also continue to bring about new, more complex, and possibly not well-understood risks to organizations. As the eyes and ears of the Supervisory Committee and business partner of the organization, internal audit serves an important role. As such, the department must assess and if needed, evolve its own practices and resources to support the organization and the journey.

10:15 a.m. - 10:30 a.m.
Break with snack

10:30 a.m. - 11:30 A.m.
Breakout Sessions

State of Lending
Get an all-access pass behind the current state of lending for credit unions in this can’t-miss presentation. Dive into the various factors influencing today’s lending practices, including the current economic landscape, emerging trends impacting credit unions as lenders and more. You’ll leave this session with an understanding of the unique lending dynamics shaping your credit union’s strategies and decisions, as well as data-driven insights to communicate to stakeholders.

Financial Statements: Looking Beyond the Numbers
Financial statements are so much more than a page of numbers – they’re an important tool to reveal hidden insights for your credit union. Expanding beyond basic numerical data, this session aims to uncover the decision-making processes embedded in credit union financial statements. Gain an understanding of key financial indicators, uncover hidden trends and learn how to leverage financial statements to make informed, strategic decisions.

Dangers of Group Think and the Importance of Following Your Instincts 
Collaboration is key in the workplace, but conforming to a collective mindset while ignoring personal beliefs can be detrimental to your credit union’s growth. The importance of individual intuition and critical thinking takes center stage in this session, as we highlight the value of fostering more informed, resilient decision-making. Get an inside look at real-world examples to illustrate the negative outcomes resulting from unquestioning conformity within a group.

11:30 a.m. - 11:45 a.m.
Break

11:45 a.m. - 12:45 p.m.
General Session

Leadership, Impact, Life: A Panel Discussion
Explore the dynamic world of credit union leadership in this exciting panel, bringing together industry leaders for a free-flowing discussion on the facets of leadership within a credit union. Facilitated by Digital Credence’s Sundeep Kapur, our panelists will highlight their personal and professional life experiences leading their credit unions, offering a unique perspective on the challenges and triumphs along the way. This thought-provoking session will give you a fresh perspective on leadership within credit unions and leave you inspired for your career path.

12:45 P.m. - 1:45 P.m.
Lunch

7:10 p.m.
OPTIONAL EVENT

Boston Red Sox Baseball Game
Join us as we visit the historic Fenway Park and watch the Boston Red Sox take on the Toronto Blue Jays!

UPDATE: Our ticket block for this event is sold out. To get on a waiting list, please email Michelle Williams.

wednesday, JUne 26

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

8:00 a.m. - 9:30 a.m.
announcements and General Session

Top 10 Things That Keep Us Up At Night
Description coming soon.

9:30 a.m. - 9:45 a.m.
Break

9:45 a.m. - 10:45 a.m.
Breakout Sessions

Governance Best Practices: How to Tame the Lions Without Becoming Lunch
Join seasoned credit union attorney John DeLoach as he discusses Board and Supervisory Committee rights, duties and liabilities. He will also discuss governance best practices designed to not only encourage a solid working relationship between the Board, Supervisory Committee and management, but also help with regulator exams and relationships. Get an inside look at real-world examples of both good and bad practices and outcomes, but come prepared with your questions about how credit union governance should (or should not) be handled.

Decoding IT: Empowering Credit Union Leadership
Journey into the transformative world of IT to enhance your credit union’s organizational power! Hear how putting cutting-edge technologies to work can fortify cybersecurity measures, ensuring the integrity and confidentiality of sensitive financial data. We’ll navigate through the latest trends in IT to show how they can transform your operations, skyrocket efficiency and take member experiences to new heights.

Making Bold Moves: Why Credit Unions Are Acquiring Community Banks
Is your credit union considering a strategic acquisition? A community bank may be a lucrative option. Explore the key motivations behind this approach as we shed light on the unique advantages and synergies that arise when acquiring a community bank. Through case studies and expert analysis, this session uncovers how community bank acquisitions can enhance the capabilities of your credit union to better serve its members.

10:45 A.m. - 11:00 A.m.
Break

11:00 a.m. - 12:00 p.m.
General Session

Cooperative Sparks: Credit Unions, AI and the Evolutionary Fire
Join visionary author and Best Innovation Group CEO, John Best in this transformative session where participants will embark on an exploration of the credit union landscape, guided by John’s expertise. The focus will be on cutting-edge technologies that are reshaping the industry.

This session will delve into the potential of artificial intelligence (AI)-driven enhancements, shedding light on how AI can revolutionize credit unions. John will unravel the impact of blockchain on security and efficiency, emphasizing its role as a revolutionary force. Digital transformation takes center stage as a vital component of modernization, with insights into proactive cybersecurity strategies to navigate digital risks.