Breakouts

5 Keys to Engaging Your Staff in Business Development

“That’s not my job!” Have you ever heard this phrase when asking your employees to do business development for your credit union? Whether you have someone on your staff with Business Development in their title or not, looking for opportunities to add value to the credit union should be in everyone’s job description. Laura Loy, former VP of Marketing and Business Development for a medium-size credit union and current Experience Director for On The Mark Strategies, will lead an interactive session with practical takeaways including:

  • Adjusting employees' mindset and helping them understand why it’s important
  • Providing them with a guide to framing the conversation and what to say
  • Giving them the tools they need to succeed

Laura Loy - On The Mark Strategies

Hosted by: Marketing & Business Development Council

Wednesday, October 16, 2024, 2:00 PM - 3:30 PM
Board Governance

Join us for an insightful session with Paul Withey, as he delves into the essentials of board governance and how board members can lead with purpose and accountability. Whether you're a new board member or a seasoned volunteer, this session will equip you with the knowledge and tools to strengthen your leadership and governance skills. This session will cover: 

  • Board Governance: Gain a clear understanding of the framework and principles that guide effective board leadership, including decision-making processes, compliance, and oversight.
  • Board Roles and Responsibilities: Explore the key duties and expectations of board members, from providing strategic direction to ensuring the organization’s success and sustainability.
  • Required Training: Learn about the mandatory training all board members must complete to understand their legal, fiduciary, and ethical responsibilities.
  • Ongoing Training: Discover the importance of continuous development through ongoing training programs to help board members stay current with emerging governance trends and best practices.
     

Paul Withey - Withey Consulting Group

Hosted by: Board Volunteers Council

Wednesday, October 16, 2024, 10:00 AM - 11:30 AM
Credit Union Values + Data-Driven Decision Making = Success for Lending and Collections

Data has become a game changer for credit unions. By harnessing the power of analytics, credit unions can shift from reactive to proactive decision-making in both lending and collections. Data analytics allows us to dig deeper into member behaviors, predict risks, and craft personalized solutions that meet members where they are in their financial journey. This session will cover:

  • Segmenting Member Risk Profiles
  • Predicting Loan Defaults
  • Customizing Loan Products
  • Proactive Collections with Member-Centric Solutions
  • Enhancing Cross-Selling Opportunities
     

Cynthia Campbell - Soul Path Leadership

Hosted by: Lending & Collections Council

Wednesday, October 16, 2024, 2:00 PM - 3:30 PM
Engaging the Community for Financial Wellness

Join the Financial Wellness Taskforce and explore effective strategies and best practices for engaging communities toward financial well-being. Whether you’re a community leader, educator, or simply passionate about making a positive impact, this is a great opportunity to connect with like-minded individuals, share experiences, and gain practical insights.
 
Key Topics: 

  • Building Trust: Learn how to establish trust within your community to foster open conversations about financial health. 
  • Collaborative Approaches: Discover successful community-driven initiatives that promote financial literacy and resilience. 
  • Inclusive Outreach: Explore methods to reach diverse populations, including underserved communities, immigrants, and marginalized groups. 
  • Leveraging Technology: Understand how digital tools and social media can enhance community engagement. 
  • Measuring Impact: Discuss metrics and evaluation techniques to assess the effectiveness of community-based financial programs. 

Speakers: Financial Wellness Executive Committee

Chris Wolgamott

Hosted by: Financial Wellness Council

Wednesday, October 16, 2024, 10:00 AM - 11:30 AM
From Theory to Practice: DEI in the Credit Union Industry

Many organizations have invested in diversity, equity, and inclusion (DEI) training, but how can we translate these concepts into tangible actions and create a more equitable and inclusive workplace for both staff and your members? This 60-minute session, led by Dr. Jennifer Esperanza from Coopera Consulting, offers a practical guide to DEI for credit union professionals.

Key Takeaways:

  • Understanding Diverse Demographics: Explore the shifting demographics across the U.S. and their implications for credit unions.
  • Best Practices for Navigating Bias and Ambiguity: Learn best practices for enhancing member interactions and decision-making with empathy.
  • Building Inclusive Practices: Discover practical strategies for fostering more inclusive communication, leadership, and service.
     

Jennifer Esperanza - Coopera Consulting

Hosted by: Diversity & Belonging Council

Wednesday, October 16, 2024, 10:00 AM - 11:30 AM
FSLA Job Description Review Panel

Robyn Dietrich, Director of Organizational Development at West Community Credit Union will facilitate a panel that will review common job descriptions and the way they should be classified based on FSLA overtime exemptions. 

Andria McCollough - Truity Credit Union
Ashley Esquibel - Envista Federal Credit Union

Hosted by: Human Resources & Training Council

Wednesday, October 16, 2024, 2:00 PM - 3:30 PM
Preventing Cyber Fraud: From the Perspective of the FBI

Why would a criminal rob a bank when they can steal far more from the ease of sitting behind a computer? Beyond money, the sensitive personal information of employees, clients, customers, patients, and others is attractive to the cyber thief. Working remotely and the use of mobile devices have provided cybercriminals with new ways to disrupt business and steal what is yours. 

Every year millions become victims because they do not know how to protect themselves from cyber threats. By using examples of actual FBI cases, John reveals the ways your business is vulnerable to a cyberattack, the threats inherent with working remotely, and how you can protect yourself and your business from becoming a victim. Key takeaways include understanding cyber vulnerabilities, learning how to avoid becoming a victim, and knowing what to do if a cybercriminal attacks.

John Innarelli - The Voice of Cyber & Security

Hosted by: Fraud Council

Wednesday, October 16, 2024, 10:00 AM - 11:30 AM
Regulatory and Accounting Update for Financial Services

Michael Flaxbeard, Director at Forvis Mazars U.S., will provide a regulatory and accounting update for credit unions. Topics include an overview of the NCUA’s supervisory priorities, highlights of current mergers and acquisition activity, a brief CECL reflection and a discussion on current credit quality trends. This session includes time for sharing, so bring your questions or ideas to help bolster the conversation.

Michael Flaxbeard - Forvis Mazars

Hosted by: Accounting & Finance Council

Wednesday, October 16, 2024, 10:00 AM - 11:30 AM
Update from America’s Credit Unions on Payments Issues

Andrew Morris, Director of Innovation and Technology at America’s Credit Unions, will share perspectives on regulatory and legal developments impacting the payments market. The discussion will include insights on the recent lawsuit filed by the Department of Justice Against Visa, the Credit Card Competition Act (CCCA), and current rulemaking by the Federal Reserve and CFPB.

Andrew Morris - America’s Credit Unions

Hosted by: Payments & Operations Council

Wednesday, October 16, 2024, 2:00 PM - 3:30 PM
Vendor Contract Reviews/Standards

Discuss best practices in vendor management, loan participations, and other outside agreements.

Suzanne Vesper - Sherpy & Jones PA

Hosted by: Compliance & Audit Council

Wednesday, October 16, 2024, 2:00 PM - 3:30 PM