February 4, 2025 | Horseshoe
10:30 am
Pre-Conference Add On: TruStage Fintech Connect
New this year! Join us from 10:30 am to 1:30 pm for a FREE Fintech Connect, sponsored by TruStage, featuring industry leaders in the fintech and digital space like: WithClutch, Union Credit, Zest AI, Digital Storefront and more. It promises to be a great opportunity for credit union leaders to connect, share insights, and explore the latest trends and innovations in fintech. Lunch will be provided for attendees who add this event on to their registration.
1:30 pm
Registration
2:00 pm
Pre-Conference Executive Session
Stacie VanDenBerghe - Aligning and Engaging at Every Level
Getting the “Board on Board” with the Executive Team Vision. Assuring that the Board, CEO, and entire team are all communicating and executing towards the goals for growth and success.
2:00 pm
Pre-Conference Volunteer Session
Tom Sakash - Board Leadership
A credit union's success starts at the top, which means it starts with the Board. As Volunteer leaders, you are the group that sets the strategic direction for the entire organization. And if your credit union chooses the wrong strategies, it could diminish organizational success and sustainability long into the future. To ensure the board is your credit union's greatest asset, it is necessary to focus on recruitment, development, and education that you will need to build a leadership group that can take your credit union to the next level. During this session, Board/Volunteers will learn tactics for optimizing the Board's makeup and leadership by strengthening recruitment, development, and education processes.
3:30 pm
Pre-Conference Volunteer & Executive Session
Stacie VanDenBerghe - Survive. Strive. Thrive.
Identifying the differences in the strategies leading to growth by being proactive rather than reactive.
4:30 pm
Wrap-Up
5:00 pm
Reception and Welcome at The Bend Lounge, Horseshoe Casino
February 5, 2025 | Horseshoe
7:30 am
Breakfast
8:30 am
Opening Remarks
8:45 am
General Session
Greg Mesack - America's Credit Unions Advocacy Update and Q&A
9:30 am
General Session
Chad Richter - Employment Law Update for Senior Executives and Board of Directors
Chad Richter, Principal and Board Member with Jackson Lewis PC, a national labor and employment law firm with 60 offices nationwide, will present and lead a discussion on recent changes in the area of labor and employment law that impact the financial services and credit union industries. Chad will discuss both recent changes in 2024, anticipated changes in 2025 and overall best practices to minimize risk for your organization and to elevate overall your employment, labor and human resource practices and policies within your organization moving forward. Chad will discuss changes at the federal, state and local level as well as recent regulatory agency enforcement initiatives that impact your business.
11:00 am
Executive Session
Tom Sakash - Finding Your Niche
From credit unions large to small, one of the most certain paths to sustained success is by defining a clearly defined niche and reshaping your credit union's organizational strategy around that untapped market. During this session you will hear case studies of credit unions from across the asset spectrum who have grown and thrived because they stand out to a specific group of people, focus on right-sized service delivery that makes sense for that group, and offer a product and service set that meets the financial needs of those members and potential members. Key questions answered during this session: How to go about finding that niche that will set you apart; How to have the conversation with your Board about making the leap to exploring a new niche; and how to optimize the products you offer to the specific group you aim to serve.
11:00 am
Volunteer Session
Stacie VanDenBerghe - How to be a Future-Focused Board
What it takes to be a solidly contributing, supportive and informed board.
12:45 pm
Mini Iustry Sessions
Cybersecurity, Payments, FinTech, Economy, Strategic Planning/Succession Planning.
2:15 pm
Roundable Hot Topic Discussions
Executives - Tom Sakash
Volunteers - Stacie VanDenBerghe
3:30 pm
General Session
James Robert Lay - Banking on Change: Achieving Exponential Growth in the Age of AI
The biggest obstacle to future growth in the Age of AI is not the abundance of new technologies coming online but a lack of understanding about how leaders can guide themselves and their teams through the complexities of exponential change. That's because change of any kind, let alone exponential change, can feel hard, scary, and painful. But it does not have to be this way for you and your event attendees when they learn how to unlock human transformation by celebrating their progress to achieve exponential growth in the Age of AI. In this interactive keynote session, your attendees will: Immediately increase their confidence by gaining clarity into all of the changes they've experienced on their own journey of growth; Learn how to apply ancient wisdom in a modern world to master the most important technology in the Age of AI; Leave with a strategic growth framework that includes tools they can immediately apply to guide their teams and organizations through the complexities of exponential change with courage.
4:30 pm
Roundtable
4:45 pm
Event Summary and Wrap-Up
5:30 pm
Post Conference Social Event
Location TB