Thursday, April 19
Education Sessions

Innovative Operational Models that Thrive and Survive
Unable to maintain a traditional "go it a alone" approach in the face of competitive pressures, shrinking interest margins and rising operational costs, a number of credit unions are evaluating their existing operating models and exploring outsourcing options. This session will review costs and benefits of outsourcing, models that are proving to be effective today, and challenges and risks.
Speaker: Mike Hales

Growth Strategies: A Look at Best Practices
Credit union growth strategies can take a myriad of forms, but at the root they all seek to increase wallet share and grow membership. This session explores successful growth strategies of progressive credit unions and provides examples that all credit unions can utilize.
Speaker: Tim Harrington

CEO Assessments: A Critical Board Responsibility
The CEO performance assessment is one of the most important -- yet avoided -- areas of a board's responsibilities. This presentation will highlight characteristics of a successful assessment process, common pitfalls, and best practices from credit unions.
Speaker: Michael Dougal

Building Relationships with Gen Y Members
Easy access to credit and overspending had undermined many young adults' credit records. This session will help you understand how Gen Y-ers got into trouble and how to help them improve their credit records for their prime borrowing years. Help Gen Y make the most of their financial resources by designing services that reflect the way they think and act. Opportunities for credit unions abound.
Speaker: Rich Jones

Assessing and Monitoring Your Board
A reflective self-assessment based on board competencies will direct your board to the training they need and establish a common language about expectations. This session defines criteria for measuring a board's effectiveness, outlines the benefits of a board self-assessment, and establishes guidelines for continuation of the assessment process.
Speaker: Tim Harrington

Beyond Compliance to Enterprise Risk Management
Broader than compliance, enterprise risk management (ERM) touches every aspect of a credit union. It is a governance process that encompasses risks associated with the balance sheet, as well as operational and technology risks. This session offers a high-level outline of ERM - discusses its opportunities and challenges, and how to conduct risk assessment at your CU.
Speaker: Joe Ghammashi

Friday, April 20
Education Sessions

The Opportunity of Peer-to-Peer Lending
The vast majority of today's loans rely on traditional financial services to complete the transaction. But a novel breed of lenders is making waves in the financial services industry by combining a blend of cutting-edge technology with the credit union ethos of pooling resources. Known as peer-to-peer (P2P) lending, the goal is to make borrowing and lending a more intimate business. Hear examples of how you can join the P2P lending revolution.
Speaker: Wade Lagrone

Directors as Political Advocates: An Essential Job Responsibility
Attacks from bankers that don't go away ... credit union conversions ... increasing regulatory scrutiny. Political activism on the part of all credit union leaders is more essential now than ever. This session focuses on the importance of credit union advocacy by all board members, CEOs and those in management positions, and how organized advocacy can and will protect and preserve the long-term viability of the CU Movement.
Speaker: Gretchen Drobnyk

Serving Low-Wealth Households: Opportunities for CUs
Payday lenders, rent-to-own stores, and pawn shops all cater to the financially vulnerable. Credit unions can and must offer a better option and be a solution for these consumers. This session details some of the programs being offered by CUs to serve low-wealth members and how the programs deepen credit unions' service to communities.
Speaker:  Nancy Pierce

Market Segmentation for Effective Loan Growth
Examine key borrowing segments, learn how to identify them, and anticipate demand for loans in the coming year. You will also learn how to match borrowers with the appropriate loan products, the best time to market various loan products, and the relationship between products and branch convenience.
Speaker: Bill Jordan

Responsibilities Directors Can't Delegate
With increased attention on credit union board members and the need for the entire board to be knowledgeable about regulations and risk management, accountability for directors also increases. Learn how you as a board member can avoid trouble by understanding the responsibilities that directors accept when they seek and are elected to the position.
Speaker: Chuck Wilson

The Board/CEO Relationship as a True Partnership
The complexities involved with managing a credit union today demand a strong, positive working relationship between board members and the CEO. The foundation for a sound board/CEO relationship begins with a clearly defined, long-range vision and strategic direction for the credit union. Examine why the relationship is essential to an effective credit union and how to establish a true board/CEO partnership.
Speaker: Dallas Bergl & Bob Weaver

Thursday, April 19

◘ Mergers: Essential Tool for Growth or Risk to the Movement?

◘ Innovative Operational Models that Thrive and Survive

◘ Growth Strategies: A Look at Best Practices

◘ CEO Assessment: A Critical Board Responsibility