Schedule at a Glance

SUNDAY, JULY 13

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

MONDAY, JULY 14

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

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

Fraud Trends: How Fraud Became a Business Influencer
While credit union members and their credit unions have historically served as "influencers" within their communities, the rise of sophisticated fraud rings has transformed the landscape. With the growing use of artificial intelligence, these adversaries operate with unprecedented efficiency and agility, posing a formidable challenge to financial institutions of all sizes and types. In addition, the threat of embezzlement is a growing peril that Supervisory Committees must address as well. Fraud is now a business "influencer", creating an environment requiring a preemptive and proactive approach to fraud prevention.

This eye-opening and energetic session will delve into the latest trends and tactics employed by fraud rings, shedding light on their real-time communication and adaptive strategies. Gain invaluable insights into safeguarding your credit union against emerging threats and ensuring the security of your members' funds. Don't miss this opportunity to stay ahead of the curve and protect your credit union from the ever-evolving fraud landscape.

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

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

Artificial Intelligence & Internal Audit: The Balancing Act of Risk Versus Reward
As technology continues to evolve, it opens the door for enhanced efficiencies, higher audit quality and minimized costs – but it doesn’t come without added risks. Finding a delicate balance between it all can present a challenge to your internal audit department. Join this session to find out how you can reap the benefits of artificial intelligence (AI), while ensuring your risks are controlled.     .

Communications in the Role of Internal Auditors and the Supervisory Committee
Effective communication is essential between internal audit and the Supervisory Committee allowing for more transparency and the ability to make informed decision-making within the credit union. This session will highlight strategies to building the collaborative relationship between the two and establishing open lines of communication.  

11:00 a.m. - 11:10 a.m.
Break

11:10 a.m. - 12:10 p.m.
Breakout Sessions

Credit Union Merger and Bank Acquisition Strategies: Maximizing Value and Minimizing Risk
The evolution of credit unions and increased focus on digital and mobile technology, cybersecurity risks, leadership succession and competition – these are just some of the many reasons credit unions are turning to mergers and acquisitions. If your credit union hasn’t already explored a strategic M&A initiative, it may be on the horizon as the industry continues to shift. Explore strategic transactions and ways to maximize their value while minimizing the risks that come with them. 

What Makes a Good Supervisory Committee: Understanding Volunteer Responsibilities
As a volunteer, you play a pivotal role in strategizing, implementing policies and procedures, ensuring the effectiveness of internal controls, and much more. Discover what key attributes make-up a good volunteer and gain a clear understanding of the expectations that will guide your journey with your credit union. 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.

12:10 p.m. - 1:15 p.m.
Lunch

1:15 p.m. - 2:15 p.m.
General Session

Presidential Election Impact on Credit Union Regulatory Compliance and 2025 Forecast
A seismic shift has taken place in financial institution regulatory compliance in 2025, and credit unions cannot escape the impact. Supreme Court decisions, as well as the election, dramatically changed the regulatory compliance landscape. Many of these changes are highly controversial and have evoked a significant response from both republicans and democrats. Your role in the credit union necessitates understanding both the political and compliance environment, as they are interrelated. In this session, we’ll break down the specific changes that have already taken place, as well as the anticipated changes ahead. John Zasada will unveil how credit unions are impacted and what can be done to successfully navigate the changes. In addition, discover the highest potential compliance risk areas, violation costs and the likelihood of a penalty if the risks are not managed. Hear real stories of lawsuits and enforcement actions, and what could have been done/spent to avoid them. Walk away with a thorough understanding of the evolving compliance landscape and how it relates to the current political environment.

2:15 p.m. - 2:30 p.m.
Break

2:30 p.m. - 3:30 p.m.
Breakout Sessions

Key Issues Board and Supervisory Committees Will Face in 2025 & Beyond
From contingency planning and technological advancements, to group culture and data breaches, there are an array of issues volunteers face in an ever-evolving industry. Get an inside look at potential road blocks and explore ways to navigate them with confidence in not just this year, but in many years to come.

CUSO M&A Strategies: Unlock Your CUSO Potential
In an effort to expand services and enhance non-interest income, many credit unions are exploring investing in, acquiring or forming credit union service organizations (CUSOs). Learn the key advantages of CUSOs, types, how to get involved and understand your role in making them happen..

3:30 p.m. - 5:00 p.m.
General Session

The New Frontier: Leveraging Cyber & Fintech Trends to Secure Your Growth
In a digital-savvy environment many credit unions are looking to find new ways to embrace innovation and leverage technology for growth. Explore the transformative world of technology with Brad Atkin as he takes a deep dive into utilizing advanced digital platforms, leveraging artificial intelligence, collaborating with fintechs and much more. Walk away from this session with fresh ideas to continue to meet the evolving needs of members and position your credit union for sustainable growth.

6:30 p.m. - 8:30 p.m.
evening reception

Tuesday, JULY 15

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

8:00 a.m. - 9:15 a.m.
announcements and General Session

The Economy, Markets and Credit Union Balance Sheet Management
Join Catalyst Corporate's Mike McGinnis as he provides an economic and market overview with a look at the key indicators and rate forecasts that impact the credit union industry focusing on liquidity, interest rate, and credit risk management.

9:15 a.m. - 9:30 a.m.
Break

9:30 a.m. - 10:30 a.m.
Breakout Sessions

Understanding Key Financial Statement Ratios: Everything You Need to Know
Explore the financial ratios established by the National Credit Union Administration (NCUA) and their role in evaluating your credit union’s performance and financial stability. In this session, we’ll discuss key ratios, such as the net worth ratio, loan-to-share ratio, and return on assets, and breakdown how each metric reflects different aspects of a credit union’s operations. 

Gain the knowledge and skills to utilize these ratios to get a pulse on your credit union’s overall financial health, identify trends, and make informed decisions. Find out how leveraging these ratios can uncover insights into your credit union's efficiency, profitability and risk management.

Unveiling Common Audit Findings: Insights and Best Practices
Want to avoid surprises on your next financial statement audit? Dive into the most common audit and regulatory findings impacting credit unions, ideas for avoiding them and ways to dodge auditor scrutiny. Walk away with best practices for preventing control weaknesses and confidence going into your next audit.

10:30 a.m. - 11:00 a.m.
BreaK

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

Fraud Exposed: Inside The Latest Schemes
Amid advancing technology, financial institutions have continued to see an uptick in financial fraud – and it won’t be slowing down anytime soon. Fraudsters have become more sophisticated in their attacks making managing fraud even more challenging for credit unions. With a focus on real-world examples and best practices, this session is your ticket to successfully identifying fraud, and tackling it head-on before it wreaks havoc on your institution.

What's Trending in Member Experience
Get ready to unlock emerging trends in member experience! Explore how technology, such as personalized digital banking and artificial intelligence-driven solutions are transforming member support and service. Discover the benefits of integrating services and information to create seamless experiences across various platforms. In addition, gain an understanding of the importance of financial wellness programs and community initiatives in strengthening member loyalty. Bring back innovative ideas to transform your member’s experiences.

12:00 P.m. - 1:00 P.m.
LUNCH

1:00 P.m. - 2:00 P.m.
Breakout Sessions

Effective Monitoring of Commercial Loans
To ensure long-term success and mitigate risks, your credit union’s member business lending program requires collaborative oversight from the Supervisory Committee, internal audit and third-party vendors. Join us as we open the door to member business lending and discuss how to evaluate your existing policies and reporting, manage credit and collateral risks by effective monitoring, explore workout strategies, and more. Additionally, we’ll explore ways to identify a troubled loan before it results in credit losses.

Unlocking the Power of Deferred Compensation Plans
Serving as a valuable tool for your credit union, deferred compensation plans can be a sound solution to deploy excess liquidity on your balance sheet, while helping to retain top executives. Gain insight into this hidden strategy, including how to structure and implement a plan, establishing effective oversight, choosing the right provider, and more.

wednesday, JULY 16

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

8:00 a.m. - 9:15 a.m.
announcements and General Session

Bet On Yourself!
Molly Grantham, a 4x-Emmy winning journalist and 3x-author, will lead us through interactive conversation on how to find success in failure and opportunities in reinvention. As the founder of the recent Bet On Yourself Summit, a soul-filling, history-making day of professional development, she'll help us uncover power in our ownself, approach change with positivity, and understand transformation. She will share stories about the benefit of looking through the windshield (not the rearview) and give us takeaways to own specific strategies and tools to "Bet On Yourself" and see successful results.

9:15 a.m. - 9:30 a.m.
Break

9:30 a.m. - 10:30 a.m.
Breakout Sessions

Navigating Rapidly Changing Risks Impacting Internal Audit in 2025
Get an all-access pass behind the current and evolving risks credit unions are facing in this can’t-miss presentation. Join this session as we dive into the various risks impacting credit unions, including digital disruption, cybersecurity, business continuity, vendor due diligence, fintech collaborations and much more. Gain insight into how internal audit can tackle these risks head-on in their audit planning. 

What Your Credit Union’s Financial Projections Say About Your Future
Forecasting data can provide a wealth of information about your credit union. Join John Murnane and Dean Rohne as they breakdown what your financial projections mean for your future and how to take these into account when strategic planning.  

10:30 A.m. - 11:00 A.m.
Break

11:00 a.m. - 12:15 p.m.
General Session

From Risk to Resilience: Thriving in Your Role as a Volunteer
No subject is off limits in this engaging session where we’ll cover all the major facets of being a valuable Supervisory Committee member. As an open-forum platform, we’ll have collaborative discussions about the most common challenges facing volunteers, along with best practices to enhance committee effectiveness.