Keynotes
Leadership does not only reside at the top of an organization. Leadership comes from the middle and front line – right where customers and colleagues expect it most. Leadership is no longer top-down. leadership is up, down, and across organization charts and job descriptions. With a requirement for exceptional leadership in the all-important positions responsible for delivering your vision and mission, leaders must apply their influence upward upon superiors, across to their fellow managers, down to the colleagues they supervise, and directly to the customers they serve.
Jeff Rendel - Rising Above Enterprises
What Your Member Wants and Can't Tell You
“Our job would be so easy if it wasn’t for the members.” Have you ever heard someone say that (or said it yourself)? The bulk of human decisions are made subconsciously (using rules of thumb that become very predictable when you know the rules). Because of this, behavioral economics is being implemented in companies around the world to better communicate with and attract customers, members, and clients.
This fun and engaging presentation, based on Melina’s award-winning book What Your Customer Wants and Can’t Tell You, will explain what behavioral economics is, how brain science is being incorporated into everything from hospitals to household products, and how attendees can start applying their learnings in their work immediately using Melina’s “behavioral baking” approach.
Melina Palmer - The Brainy Business
Breakouts
Join David Karandish – AI thought leader and CEO of Capacity, and Robyn Dietrich – Director of Organizational Development at West Community Credit Union, as they share implementation stories of AI and automation.
In this session, you will:
- Learn to understand the market by distinguishing between automation, AI, and generative AI
- Hear how other companies are using AI and automation in their HR and Training departments
- See how one credit union has instituted AI and automation to create efficiencies and improve employee satisfaction
Robyn Dietrich - West Community Credit Union
David Karandish - Capacity
Hosted by: Human Resources & Training Council
Tuesday, October 3, 2023, 2:00 PM - 3:30 PMAmplifying Your CU’s PR
You are doing PR whether you know it or not. In this session, Lindsey will show how to make sure you are doing it right by breaking it down into these sections:
- Back to the Basics: What is the definition of PR, and components included in PR
- Who Are You Targeting with Your CU’s PR? Members, Community, Media, Competitors, etc.
- Why PR Should Be Important to Your CU: Promote and transform your CU’s brand
- Who’s Responsible for Your CU’s PR? Sharing ideas and the fun across your organization
- A PR Budget is a Must: No matter your CU’s size, you should have a PR budget
- Measuring the Effectiveness of Your CU’s PR: What is important to your CU’s team members, members, and community
Lindsey Murphy
Hosted by: Marketing & Business Development Council
Tuesday, October 3, 2023, 10:00 AM - 11:30 AMBenefits of Councils
Hosted by: Council
Tuesday, October 3, 2023, 9:00 AMCECL Lessons Learned So Far
Considered one of the most significant accounting changes in decades, the new current expected credit losses (CECL) methodology will change the way financial institutions measure and record the allowance for credit losses on financial instruments. Join Stephen LaBarbera as he highlights implementation best practices to ensure you can navigate the uncharted world of CECL. This session will allow you to:
- Focus on a WARM methodology, including NCUA’s Simplified CECL Tool
- Perform Qualitative and Environmental (Q&E) Adjustments
- Learn ways to ensure reasonable assumptions are used
- Understand what auditors and examiners focus on when reviewing CECL
- Gain an understanding of procedures performed during CECL validations
Stephen LaBarbera - Doeren Mayhew
Hosted by: Accounting & Finance Council
Tuesday, October 3, 2023, 10:00 AM - 11:30 AMCreating a Culture of Belonging
Are you on a journey exploring what diversity looks like in your credit union and community? While we are all in different places, we also all have something to offer one another. In the cooperative spirit, join us for a panel discussion to kick things off, break out with peers to connect and discuss, and leave with fresh perspectives and ideas from your credit union peers. This collaborative webinar is a way to share resources and network with council members, and you don't want to miss it!
Vicki Plank - Meritrust CU
Michelle Wood - Mazuma CU
Hosted by: Diversity & Belonging Council
Tuesday, October 3, 2023, 10:00 AM - 11:30 AMCredit Union Roadmap to Fintech Partnerships
Strategic fintech partnerships can open the door for credit union growth like increased loan volume, accelerated time to market, enhanced member experience, improved productivity, and more. However, finding and vetting the right partner for your credit union requires significant effort and diligence. Gain tips for building and maintaining successful fintech partnerships.
Sam Das - CMFG Life Insurance Company
Hosted by: Payments & Operations Council
Tuesday, October 3, 2023, 2:00 PM - 3:30 PMCybersecurity Awareness
2023 marks the 20th Cybersecurity Awareness Month, and this year the Cybersecurity & Infrastructure Security Agency (CISA) is encouraging actions to reduce cyber risk during Cybersecurity Awareness Month and throughout the year.
Mark Kirby - Cybersecurity & Infrastructure Security Agency
Hosted by: Technology Council
Tuesday, October 3, 2023, 2:00 PM - 3:30 PMForget Reality, Embrace Perception for Loan Growth
Join Josh on a journey through an alternate universe full of real-world examples where members love you for refinancing their loans to higher interest rates. A universe where direct loan growth is fueled by not having an online loan application. There will be no time for reality as you journey into the tremendous power of perception. Your credit union’s most powerful economics are not micro or macro, they’re behavioral. Through stories of product repackaging, focusing on experience over service, and thinking consumer-first, Josh will challenge you to think differently. Along the way, hear about why Josh believes most people would rather visit a funeral home than a branch. Buckle up, next stop…growth town.
Josh Cook - Community Choice CU
Hosted by: Lending & Collections Council
Tuesday, October 3, 2023, 2:00 PM - 3:30 PMHow to Handle Fraudulent Electronic Items Under Reg E
Regulation E protects consumers from unauthorized electronic transactions, which imposes many responsibilities and liabilities on financial institutions. Fraud losses continue to increase from electronic transactions. Reg E is a complex set of rules and deadlines that must be followed when responding to accountholder claims. This webinar will explain how to properly handle all types of unauthorized electronic claims and how to accurately calculate the amount, if any, that must be reimbursed to the accountholder.
After this session, you’ll be able to:
- Explain what constitutes an “unauthorized” transaction under Reg E
- Understand your institution’s responsibilities under Reg E to the accountholder and the deadlines to satisfy your responsibilities
- Calculate your institution’s liability under Reg E
- Understand what your institution can and can’t require of the account holder
Shelli Clarkston - Spencer Fane LLP
Elizabeth Fast - Spencer Fane LLP
Hosted by: Compliance & Audit Council
Tuesday, October 3, 2023, 2:00 PM - 3:30 PMThe Importance of Distinguishing between Governance and Management
Looking ahead, credit unions will continue to face stiff competition, a rising and evolving technology environment, significant regulatory and taxation uncertainties, and human resources succession challenges. Credit union volunteers and management are challenged to think strategically and consider how they will thrive in a market that looks very different from today’s environment. To be successful, they must consider which capabilities to focus on across many potential scenarios. Never has role clarity between governance and management been more important.
Learner outcomes:
- Identify board development opportunities
- Identify management areas of opportunities
- Improved strategic focus on the credit union's future
Scott Butterfield - Your CU Partner
Hosted by: Volunteers Council
Tuesday, October 3, 2023, 10:00 AM - 11:30 AM