Agenda subject to change.

1:00 PM - 2:00 PM

Professional headshots offered

 
2:00 PM - 3:30 PM

How Transformational Leaders Shift Organizational Climates Leveraging Empathy as a Skill 

In his workshop,  Joseph Cope, The Empathy Guy, redefines empathy as much more than its common "soft skill” misnomer.  Transformational leaders are led on a reflective journey as they discover a conversational framework that turns empathy into a courageous and irreplaceable skill.  Leaders around the country are experiencing a reduction in “the overwhelm” as they learn to create space for individuals to choose accountability for themselves. 

Learning Objectives for Attendees 

  • Redefine empathy as a courageous leadership skill that creates space for individuals to perceive the value of change for themselves. 
  • Learn to intentionally implement empathy AND accountability so leaders can lead with agency and courage without slipping into burnout or self-neglect. 
  • Discover how to implement an empathy-driven conversation with tools to identify the root causes of resistance, shift perspective, and increase human connection
Joseph Cope
3:30 PM - 4:30 PM

Power Hour

Keeping your members’ money safe is a top priority for all credit unions, but it is getting harder and harder to do so with all the bad actors. Come discuss the tools and rules used to keep the industry sound, the crazy criminal activities and what your credit union is doing to fight back.

 

Power Hour

How do people know about your credit union? From advertising to word of mouth and everything in between, this session is the place to learn from other credit union marketing professionals, share your success stories or brainstorm ideas to your credit union’s name out there. Chat GPT will probably come up.

 

Power Hour

The magic behind the curtain. This is where everything happens. No matter the size of the credit union, there are hardworking staff that tackle all the day-to-day tasks behind the scenes. Use this session to talk about challenges, how to create efficiencies, or what the next upgrade should be in everything from electronic services to call centers, accounting to underwriting and everything in between.

 
4:30 PM - 5:30 PM

Professional headshots offered

Sponsored by:

 

 
6:30 AM - 7:30 AM

Join us for a 1-hour dance fitness class, hosted by Untamed Dance Fitness Instructors Jessica Powers and Meredith Dauria. This class is a total vibe that combines high-intensity interval training (squats, burpees, lunges) with easy-to-follow moves to your favorite hip hop music. Our class is designed for ALL levels- no dance experience required. Bring your energy, let loose, and have fun while getting a full body workout.

Please note you will need to bring water and a towel. No equipment is necessary.

Jess and Meredith
8:30 AM - 9:00 AM
 
 
9:00 AM - 9:45 AM

Hear directly from state and federal legislative staffers as they share insights into how policy is shaped and why advocacy matters. This panel will highlight practical ways you can make an impact in advancing the credit union movement.

 
9:45 AM - 10:00 AM
 
 
10:00 AM - 11:00 AM

Power Hour

No matter where you work in the credit union you are part of the member experience. Your potential members’ experience starts the second they are exposed to your credit union. Every aspect, from branding to how they are treated when they walk in the door to the tools they have access to online, is all part of their experience. Learn from your peers about their member experience, both good and bad.

 

Power Hour

Lending is the lifeblood of credit unions. Unfortunately, collections are the inevitable counterpart. Collaborate with other young professionals to discuss pits and peaks and hot topics within the lending and collections arena.

 

Power Hour

Credit unions can’t run without a well-developed and support staff. Come to listen or share your insights and have compelling and thought-provoking conversations on a range of human resource and employee development-related topics affecting company culture. Topics may include training, coaching, counseling, rewards, and recognition, and more.

 
11:15 AM - 12:15 PM

It's more than just learning—it’s an experience. Step into a dynamic environment where you’ll be fully engaged, entertained, and challenged through hands-on activities and real-world scenarios. This innovative approach ensures you walk away with practical, insightful knowledge that you can immediately apply, making your learning journey both impactful and unforgettable.

 
12:15 PM - 1:15 PM
 
 
1:15 PM - 2:15 PM

It's more than just learning—it’s an experience. Step into a dynamic environment where you’ll be fully engaged, entertained, and challenged through hands-on activities and real-world scenarios. This innovative approach ensures you walk away with practical, insightful knowledge that you can immediately apply, making your learning journey both impactful and unforgettable.

 
2:00 PM - 2:30 PM
 
 
2:30 PM - 3:30 PM

Power Hour

Whether you keep the books, set the rates, or just like numbers, use this session to discuss finance and accounting-related topics, including the current rate environment, liquidity, asset, and liability management, and how it all impacts credit unions. 

 

Power Hour

From employees to members, how engaged is your credit union? This session provides an open forum for sharing ideas and discussing service culture, member and employee engagement, and relevant issues. Dive into diversity, equity, inclusion and belonging, employee resource groups, community involvement, financial wellness for members and staff…the possibilities are endless in this conversation. 

 

Power Hour

Put your smart phone in your pocket and plug into this discussion about all things techy. What’s next? How can your credit union compete with fintechs? How are you using data to customize your member experience or attract new members? Technology touches everything. Come nerd out! 

 
3:30 PM - 5:00 PM


Facilitator: 

Sarah Bowman
5:30 PM
 
 
9:00 AM - 9:30 AM
 
 
9:30 AM - 11:00 AM

How do you prepare for your first--or your next leadership position? 

How will you stand out from the pack and impress the people who will promote you? 

What are the human-centric qualities decision makers look for when they evaluate candidates to fill today's leadership positions? 

  

Some of the most important are: 

  • Emotional Intelligence and strong interpersonal skills... 
  • Initiative and engagement... 
  • Respect: ability to "lead-up" and "lead-out" without stepping on toes or over heads... 
  • Strong communication skills... 
  • Ability to inspire, empower and guide others--at any level... 

This is exactly what you'll dig into in RISING LEADERS--and more. 

Jim Bouchard engages you in a deep exploration of your current strengths and areas for improvement. He guides you to develop specific DISCIPLINES that position you for leadership success. 

You'll walk away with powerful STRATEGIES to help you get noticed by decision makers...and prepare you to take that next step. 

Jim Bouchard
11:00 AM

Must be present to win

 

Agenda subject to change.