Board Approved Policies: Tips and Samples to Streamline Your Process

Master the Financial Institution Policy Process by learning to streamline policy management with sample policies, a comprehensive policy list, and an annual review schedule. Discover best practices for version control using electronic tools like Track Changes and Google Docs and gain practical tips for effectively communicating policy updates to your team.

Speaker: Molly Stull -Compliance Consultant ,Brode Consulting Services, Inc.
Thursday, May 15, 2025, 11:30 AM - 12:30 PM,

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The Board’s Guide to the Balanced Score Card Approach to CEO Oversight

Gone are the days of the annual review for the CEO. Once a year isn’t fair to a CEO and doesn’t allow time to give context or to “right the ship.” CEOs want regular, ongoing feedback to ensure the CU’s increasingly complex operations align with the board's vision. A balanced scorecard can help directors in their oversight role by providing guidance and feedback. The problem? There’s no perfect-fit scorecard for credit unions. You must customize your own. Explore the options and tools for assembling a balanced scorecard that works for you. In this session, you’ll learn how to: 

• Organize your values for a scorecard 
• Choose the most relevant factors 
• Prioritize your options 
• Weigh and balance your goals  
• Discriminate between subjective and objective elements
   

Speaker: Kevin Smith ,TEAM Resources
Wednesday, May 14, 2025, 3:30 PM - 4:30 PM,

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Employment Practice Risk Trends and Talent Management

Successfully navigating employment practice risks requires that HR professionals understand the evolving laws and ensure equitable treatment to minimize risks. To maintain a positive workplace environment and safeguard against potential legal challenges, it’s essential to establish strong talent management foundations, recognize the impact of company culture on retention, and stay informed about employer and employee rights. This session will examine the risks, rights, and obligations of employers—and employees—in the talent management space. You’ll explore the placement of well-constructed talent components and how the company’s culture and reputation significantly affect worker attrition. 

Speaker:
Thursday, May 15, 2025, 11:30 AM - 12:30 PM,

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HR Next: Succession, Skills, and Strategies for Tomorrow’s Workforce

As the credit union industry evolves, so must its workforce strategies. This dynamic panel will explore cutting-edge approaches to succession planning, upskilling employees, and future-proofing your HR practices. Discover how to identify emerging talent, build critical skills, and implement strategies that align with your organization’s mission and the changing demands of tomorrow’s workforce. Empower your credit union to thrive in a competitive, ever-changing landscape.

Panelists: 

• Drea Gissandaner, Oklahoma’s Credit Union 
• Gina Evans, Credit Union of America 
• Ashley Esquibel, Envista Federal Credit Union
   

Speaker: Andria McCollough -Chief Administration Officer ,Truity Credit Union
Gina Evans -VP Employee Experience ,Credit Union of America
Ashley Esquibel -Chief Administrative Officer ,Envista Federal Credit Union
Drea Gissandaner -Training Coordinator ,Oklahoma's Credit Union
Wednesday, May 14, 2025, 10:30 AM - 11:30 AM,

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The Intersection Between Financial Inclusion, Financial Well-Being, and Data Analytics

Technological innovation is accelerating, and consumers insist on easier/better/faster delivery of services, but according to the Federal Reserve report, Economic Well-Being of U.S. Households in 2020, approximately 5% of adults are without a bank account and 18% are underbanked. How do credit unions, fintechs, and payments organizations ensure that all “individuals and businesses have access to useful and affordable financial products and services that meet their needs?” How can the industry meet its mission to deepen financial inclusion? This session explores these connections and how board members can be advocates for the credit union’s plan to craft culturally relevant products for the youngest and fastest-growing Asian and Hispanic communities.

Speaker: Victor Miguel Corro -Chief Executive Officer ,Coopera
Wednesday, May 14, 2025, 3:30 PM - 4:30 PM,

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Future Ready: Turning Signals into Strategies for Bold Credit Union Leadership

Step into the future with futurist Garry Golden as you learn to turn signals into strategies that inspire your teams to embrace transformational shifts within your credit unions and the communities you serve. Together, we’ll challenge conventional thinking and reimagine what’s possible for credit union leaders who want to stay bold, resilient, and ahead of the curve in a world of constant change

Speaker: Garry Golden -- Any - ,Into the Future
Thursday, May 15, 2025, 11:30 AM - 12:30 PM,

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Make Change Work: How Leaders Inspire Action, Unlock Potential, and Deliver Positive Results

About 70% of change efforts fail to fully achieve their desired results. That statistic was first shared over 30 years ago, and it’s still true today, despite all the modern books, articles, workshops, and presentations. Award-winning author Randy Pennington has provided hands-on guidance and leadership for over 100 major change initiatives in the past 30 years. Most were successful. A few were not. He knows what works and will spill the beans on all of it in this session geared exclusively for C-level leaders.

You will walk away from this high-impact session knowing:
•    The four responses your team can make to change
•    The five reasons change fails
•    The five things you must accomplish to ensure a successful change
•    How to achieve buy-in, bring people with you, and overcome resistance
 

Speaker: Randy Pennington -Author
Wednesday, May 14, 2025, 3:30 PM - 4:30 PM,

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The Compliance Puzzle: Emerging Trends for Credit Unions

Staying ahead in compliance is like solving a constantly changing puzzle. In this engaging panel discussion, we’ll share the latest credit union regulatory trends and challenges. Gain valuable insights into emerging risks, evolving regulations, and proactive strategies to keep your credit union compliant and competitive. 

Panelists: 

• Michael Reipen, Texas Credit Union Commissioner 
• Keith Morton, National Credit Union Administration
   

Speaker: Suzanne Yashewski -Regulatory Compliance Counsel ,Cornerstone League
Michael Riepen -Texas Credit Union Commissioner ,Texas Credit Union Department
Keith Morton -Director of the Southern Region ,National Credit Union Administration
Wednesday, May 14, 2025, 10:30 AM - 11:30 AM,

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Cancer and Credit Unions: Piloting Bold New Ideas

In 2020, Andy Janning created a documentary about the financial cancer catastrophe to show how credit unions can better see and serve their members fighting the most expensive disease they'll ever face.  Four years later, a small group of credit unions are piloting a series of bold new initiatives to significantly improve the financial, physical, and emotional well-being of members with cancer. This session will showcase the lessons learned from those initiatives, how to launch them at your credit union, and cast a vision for how our industry can continue to lead the way in this important endeavor.

Speaker: Andy Janning -CEO and Founder ,Life Over Debt
Wednesday, May 14, 2025, 10:30 AM - 11:30 AM,

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"Credit” When it Counts: Navigating PR Crises to Safeguard Your Reputation

Credit unions don’t just run on money; they run on trust. In an era of increasing risk, when the next service outage or data breach could spark viral backlash, being crisis-ready is non-negotiable. This session will deliver practical strategies to anticipate, navigate, and recover from PR crises with confidence. Attendees will walk away with actionable insights they can implement immediately to protect their reputation and revenue.

Speaker: Evan Nierman ,Red Banyan
Wednesday, May 14, 2025, 3:30 PM - 4:30 PM,

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Liquidity and Interest Rate Management for Growth

In this session, Catalyst’s Mark DeBree will briefly overview liquidity risk, why it matters, and its impact on operations, borrowing capacity, and earnings. You’ll explore measuring and evaluating liquidity risk, key ratios, policy considerations, and the paths to managing liquidity risk. Finally, dive into the balance sheet and investment portfolio construction, loan sales (participations), deposits, and borrowings. 

Speaker: Mark DeBree -Managing Principal ,Catalyst
Thursday, May 15, 2025, 11:30 AM - 12:30 PM,

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Compliance Hotspots Getting Hotter: Common Errors Found During Exams

In this session, Molly Stull with Brode Consulting will address key areas of examiner focus, including thorough documentation practices, effective methods for identifying suspicious transactions, and strategies for implementing impactful training programs.

Speaker: Molly Stull -Compliance Consultant ,Brode Consulting Services, Inc.
Wednesday, May 14, 2025, 3:30 PM - 4:30 PM,

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Leading the Pack: Credit Union Marketing and Growth Strategies for the Future

Join industry leaders in a dynamic panel discussion on innovative marketing and growth strategies shaping credit unions’ future. Discover actionable insights to stay ahead of the competition, build stronger member relationships, and drive sustainable growth in an ever-evolving landscape.

Speaker:
Thursday, May 15, 2025, 11:30 AM - 12:30 PM,

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Predictable Profitability: Leveraging Risk Management for Success

Explore how to redefine the role of risk management from merely mitigating losses to actively enhancing profits. This session delves into how a proactive approach to enterprise risk management can lead to controlled growth and reduced uncertainty. Gain insights into creating operational plans that protect and propel your organization toward its long-term goals.

Speaker: Ancin Cooley -Principal ,Synergy Credit Union Consulting
Wednesday, May 14, 2025, 10:30 AM - 11:30 AM,

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Credit Unions $100M and Below: Overcoming Small Asset Challenges

Engage with peers to explore the unique challenges and opportunities facing smaller credit unions. Share insights on resource optimization, member engagement, and strategies to remain competitive in an evolving financial landscape.

Speaker:
Thursday, May 15, 2025, 3:00 PM - 4:30 PM,

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Credit Unions $100M to $350M: Growth and Operational Excellence

Discuss strategies to navigate the complexities of mid-sized credit unions, from scaling operations and enhancing member services to driving growth while maintaining financial stability.

Speaker:
Thursday, May 15, 2025, 3:00 PM - 4:30 PM,

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Credit Unions $350M and Above: Leading Through Innovation and Impact

Discuss strategies to navigate the complexities of mid-sized credit unions, from scaling operations and enhancing member services to driving growth while maintaining financial stability.

Speaker:
Thursday, May 15, 2025, 3:00 PM - 4:30 PM,

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Special Workshop: Liar, Liar Deep Dive

Join us for a deep-diving workshop to learn how to spot whose pants are on fire instantly. Put your skills to the test and deepen your interrogation skills (the fun way). Like our country's top law enforcement, you’ll work on solving high-profile cases. Come see who we’ll interrogate and how. Don’t miss this impactful and entertaining session where you can leave seeing people with new eyes and listening with new ears, so you’re never deceived again. 

Speaker: Traci Brown -Keynote Speaker ,Traci Brown, Inc
Thursday, May 15, 2025, 3:00 PM - 4:30 PM,

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