Deep-Dive Hot Topic Workshops – Tuesday, August 1
1:00 pm– 5:00 pm

Everyone has ideas. That’s not the problem. The real problem is putting those ideas into practice. But what’s holding you and your CU back? In a word, fear! Fear of change. Fear of failure. Fear of the unknown.

Don’t worry. Andy Janning, one of the Directors & CEOs Leadership Convention’s Highest-Rated Speakers is back, for this rare, one-of-a-kind half-day workshop to help you unlock your CU’s greatness – and grow!

WARNING: This is NOT a traditional strategic planning session. Some may even call it the anti-strategic planning session… First, you get to wipe out your CU.

You get to become a “CU Assassin” and come up with the top methods to kill off your organization. Data breaches, disaster recovery and shock scenarios are already being addressed. But there are other – just as critical – issues within your CU that can unwittingly destroy it. Recruiting and training front-line employees … new competitors taking your business … legacy systems ... are just a few examples. Chances are those are the barriers that are already holding your CU back and insidiously sowing the seeds of destruction. As Andy states: “We’re going drag those things into the street and kill them!”

Once you’ve identified the critical opportunities that are holding your CU back, you can begin to work on turning them into a competitive advantage. You get to address them head-on and with Andy’s guidance and build a strategy for innovation that you can take back to your CU.

It doesn’t stop there. Afterwards, you will have the opportunity to connect with members from this powerful session who will help guide you as you put your plan into practice. This one workshop will keep delivering a return on your investment for months to come.

These are the same strategies Andy used to help grow a CU by $700 million over 10 years and the methods he’s using to help grow CUs throughout the country. This is one session everyone will be talking about. Guaranteed.

One of the convention’s All-Time Highest-Rated Speakers returns to show directors at ALL experience levels how to pick through the numbers and analyze a CU’s financial condition quickly. No one does it better than Tim Harrington.

Take home new ways to evaluate the most important ratios so you can make informed decisions, anticipate the financial future and maximize your ROA. It’s no secret that NCUA is challenging CUs to beef up the financial literacy skills of board members of all asset sizes.

Join Tim as he helps you – and your entire board – make sense of your balance sheet and income statement in plain-English. Find out how to:

  • Focus on just 5 sets of key ratios that matter most to your particular CU. (This guidance alone will save you hours of time and frustration!)
  • Balance your assets and liabilities in a rising rate environment.
  • Quickly analyze your financial statement so you know instantly how your CU is performing – and how to correct the weaknesses.
  • And much, much more.

Whether you’re new to the board or a long-time veteran, this is a must-attend session that will pay for itself many times over.

BONUS: Attendees to this Hot Topic Deep Dive also get Tim Harrington’s One-Page Financial Performance Dashboard!

Cyber-security is the newest and most challenging threat facing ALL CUs and their members. Knowing how to protect your CU AND how to respond is critical to doing business today.

In this half-day workshop, you will get nuts-and-bolts guidance to prepare for the worst – and at the same time try to protect your members’ data, your capital and your reputation. Already states are enforcing strict new Cyber-security rules. Don’t get caught wishing you could have done more!

Find out:

  • 5 critical questions every CU leader should be asking its vendors – and the answers they should be looking for from each.
  • How regulators are expected to demand new measures such as risk assessments and layered security.
  • Practical strategies some of the best prepared CUs are employing to ensure compliance.
  • Technologies that can be used for behavior monitoring, anomaly detection and more.
  • How to manage third-party solution providers to keep your members’ data safe.

This session is must-have, need-to-know guidance every Director should be paying attention to in this digital age. Free of any tech jargon, this session will get you up to speed quickly so you know exactly how your data can be best protected from evil-doers – and how to react in even the most difficult circumstances.

Day 1 Agenda – Wednesday, August 2, 2017
9:00 am – 5:00 pm

7:00 am - 8:45 am — Networking Continental Breakfast

For more than 50 years, former CBS News anchor and 60 Minutes correspondent Dan Rather has been the embodiment of the fearless broadcast journalist bringing us eyewitness accounts of the most controversial and powerful moments in recent history. He was the first to break the news of the Kennedy assassination, he has reported on the Civil Rights Movement, Watergate, and every presidential campaign since 1952. Having covered critical social issues such as substance abuse, mental health, homelessness and poverty, he’s given us the heart and soul of the story with grace, humanity and depth. This is your opportunity to learn the leadership lessons he’s witnessed firsthand from the leaders who have changed history from Pennsylvania Avenue to Main Street, from Vietnam to the Middle East. He is always outspoken and never shy to tell it like it is with his mix of “Ratherisms” and humor. You will be inspired and intrigued, engaged and committed to putting some of the leadership lessons he shares to work in your CU.

While NCUA continues to focus on Cyber security, data protection, interest rate risk, concentration risk and fraud prevention, its exam structure and frequency, and the agency’s own structure have changed dramatically in the last year, and will continue to change. Board Member Metsger will discuss a number of important agency initiatives that began during his term as the Agency’s Chairman, and which continue today. ring his term as the Agency’s Chairman, and which continue today.

  • The Exam Flexibility Initiative
  • Agency restructuring
  • Field of Membership & Member Business Lending reform
  • Changes to the appeals process
  • Member disclosures
  • The wind down of the TCCUSF, legal recoveries, and rebates to credit unions

You will take home tips and tactics your CU will benefit from immediately. This is a must-attend session for every credit union director.

A sense of fear is sweeping through boardrooms nationwide. Banks continue to grab more market share … Fintechs are making it easier than ever for your members to do business without you … the largest generation of consumers since the Baby Boomers don’t even know credit unions exist or even seem to care. Yet, Directors & CEOs know change must happen. But how? Forget Zappos and Apple. They are not your model! Instead, look within. The change that needs to happen begins inside the walls of your CU. Find out how to turn your culture into a competitive advantage and create real change. A self-described “snot-nosed banker” who hated CUs, Andy Janning quickly fell in love with the movement and helped grow his CU by $700 million in assets in 10 years. Over the years, he’s worked with hundreds of other CUs to help keep competitors at bay, build heroes and achieve dramatic growth. The convention’s best ever story-teller returns to share his inspirational and practical advice so you can engineer positive, business-boosting change at your CU.

10:30 am – 11:15 am — Networking Refreshment Break in the Exhibit Hall

You’ve heard of the Thrilla in Manila … the Rumble in the Jungle … well get ready for the “Ruckas in Vegas!”

CU Heavyweights Rumble Over the Culture and Emphasis of “Sales.” 

Two heavyweights in the CU movement go toe-to-toe over one of the most controversial and emotional issues facing every Director & CEO: “sell” or not to “sell.” For some, the recent Wells Fargo fiasco only confirms their worst fears and proves that sales have no place in financial institutions designed to serve their members – not their own pockets. For others, CUs that don’t train and incentivize sales people are fooling themselves and creating more harm than good for their members – and their CU.

You’ll want ringside seats for this one-of-a-kind, no-holds-barred debate over whether CUs should also be in the business of sales.

In one corner, weighing in with 6 million airline miles and experience working with 1,200 CUs including 70 of the largest 100 in the country, is Brett Christensen of CU Lending Advice, LLC. He doesn’t pull any punches when he says CUs can increase their loan volume 100%! with the right sales culture – without sacrificing the same core values that made the movement great.

In the other corner, fresh out of retirement, is Jim Blaine, former CEO of the nation’s second largest CU, North Carolina State Employees CU. Blaine returns ready to fight back when he states that CUs that push sales have sold out and are nothing better than the bankers who are only interested in making as much money for themselves and their investors.

In a movement where the word “sell” has become a four-letter word, this is a topic that sharply divides even the most loyal CU professionals. Find out which side you favor and which is best for your members.

Noon – 12:45 pm — Lunch
12:45 pm – 1:30 pm — Networking and Dessert Social in the Exhibit Hall

Day 1 Breakout Sessions
1:30 pm – 2:30 pm

One out of four people in the U.S. has a FICO credit score below 600. For many lenders, those borrowers are labelled “subprime” and not worth the risk. Yet, you may be giving up HUGE profit opportunities and just as importantly, an opportunity to help hard working members who need help the most.  Brett Christensen returns with a whole new strategy to serve what is fast becoming a growing underserved market.

Find out how to:

  • Implement risk-based pricing models that will protect your CU.
  • Avoid costly mistakes that have sunk well-intentioned CUs.
  • Implement underwriting standards that have already been proven to minimize risk and maximize returns.
  • Market subprime lending to enhance your brand exposure in the community.
  • And much more.

Take Home: Every attendee also gets Brett’s Top 10 Strategies for Serving the Underserved that you can put to work immediately.

The relentless challenge facing every CU is the same: 1 out of 3 of board members (perhaps more in your boardroom) will retire in the next 3 years … the demands of time, education and knowledge needed to help lead a CU are daunting … younger generations are pressed with more professional and personal commitments … and fewer people are willing and able to serve. Myers has seen it all and she has an amazing array of field-tested solutions. Myers has built a creative process for recruiting and retaining directors that will transform and energize your board meetings. This session is packed with nuts and bolts. You will take home: 

  • Practical strategies to add more diversity in your boardroom – and more importantly, break through the status quo!
  • “Manage out” volunteers who have served beyond their expiration date.
  • A sample Onboard Program to get new board members quickly up to speed. The take home value of Myers’ program is PRICELESS.
  • 10 Proven Tactics to Recruit the Best and Brightest for your board.
  • Best practices to interview candidates to ensure you get the right people in the right seats at the right time.
  • And much, more.

BONUS: Every attendee also gets Deedee’s new book, Board Success Planning Essentials.

Brand is more than a logo … more than an image … more than a catchy slogan. Amazon’s Jeff Bezos put it best when he said, “Your brand is what people say about you when you’re not in the room.” Ouch! Even worse is when people have nothing at all to say about your brand. You do not have to be a creative genius to build a better, stronger brand, but you need a roadmap to do it well. Marketing guru Matt Maguy, James and Matthew, tells how he is helping CUs build and burnish brands that have clout and produce results. Forget about competing on rates; instead, think about developing a LIFESTYLE brand that wins loyalty and business of members. Whether your CU is SEG-based or community-based, you get the same proven tactics he’s using to increase loan apps 30% in one year … add $5 million in loans among millennials … boost membership growth … increase credit card usage and much more.  Plus, every attendee will take home James & Matthew’s 3 Simple Steps to Evolve Your Brand.

As a leader of your CU, you can’t be everywhere all the time. The key is to create a culture in which front-line managers and employees are empowered to make decisions so your executive team and board can focus on what matters most to your CU – managing results. Call it invisible leadership – the ability to lead even when you’re not in the same room. There’s no one more qualified to share the 3 secrets to leadership than Jon Hernandez, who is CEO of three separate CUs – all of which are profitable. Jon’s session was so inspiring at last year’s convention, we asked him to return. This time he reveals the answer to the question everyone asks: How do you lead when you’re not always there? Jon shares practical guidance all CU leaders can use including:

  • The 4 (and only 4!) key fundamentals every CU should analyze.
  • How to build and foster of a culture of shared decision-making.
  • Practical steps to get your employees to take ownership of their role.
  • And much more.

Jon’s leadership model is proven to work. Most recently, he turned around one CU that suffered 4 years of negative earnings in just 9 months!

BONUS: Jon will also share his Board Meeting Template he uses at each of his three monthly meetings to keep the entire leadership team focused on what matters most.

We’re in unchartered territory. There has never been a time in this country’s history when Fed fund rates have hovered at 0 to 50 bps for 8 years – let alone 3 years! But those days are soon coming to an end as interest rates rise. As Peter Duffy says, “it’s going to get exciting again!” CU boards will be forced to make difficult ALM decisions to minimize their interest rate risk. Join Peter, the same CU finance expert who regularly visits with regulators, in this plain-English session as he walks you through the 7 most important questions you need to consider in a rising-rate environment including:

  • What is the “sweet spot” to achieve economy of scale?
  • How should you manage the “S” in CAMELS as market rates fluctuate?
  • Are you limiting your yield on investments due to an overly cautious market outlook?
  • Are you relying too much on fee income to sustain your ROA? Consider: Most of the 12,000 banks and CUs would barely be profitable without fees.
  • And much more…

CUs that stand to get hit hardest are those with less than $1 billion in assets as operating expenses and interest rates squeeze ROA. Discover how to manage the anticipated risks and put your CU in a better position to compete.

In this session, you will discover how to successfully utilize proven investment strategies for your credit union to help increase the ROA, offset increasing employee benefit costs, reward and retain your valuable executive talent, and manage the credit union’s investment portfolio through effective analysis methods to maintain the overall financial stability of the credit union. Learn how strategic financial planning with the support of tested professionals who monitor and access the current economic climate and provide the forethought to plan for tomorrow can help make all the difference to your credit union’s success and longevity.

2:30 pm – 3:00 pm — Networking Refreshment Break in the Exhibit Hall
3:00 pm – 4:00 pm — Most Breakout Sessions Repeat

You’ve implemented an executive benefits plan for your leadership team and now you can rest easy that they’re successfully retained for the long-term. Or can you? Chances are your HR team is investigating a total rewards strategy for the staff. This strategy combines compensation and benefits with personal growth opportunities inside a motivated work environment. The challenge is to ensure your executives’ needs are met. Join your colleagues to learn how other nonprofits are managing total rewards for executives. Get examples of highly efficient solutions – higher impact with lower cost – that you can quickly implement. TJ Telford shares these strategies from the field and more.

Good news! You really can protect your CU from a majority of the cyber threats that are shutting down other financial institutions using the technology, staff and budget you already possess. The secret is to set meaningful controls to beef up your security.

Andrew Hay, a 20-year veteran CTO who has been featured in Forbes, Bloomberg and USA Today, unveils 5 proven steps that cost little or no money to protect your CU from 85% of known threats. He also reveals 3 questions every CU must ask to prioritize the threats and reduce the risk of a cyber attack. The challenge for every CU is to thwart the latest cyber threat as it happens while also safeguarding against future threats.

BONUS: Every attendee also gets Leo’s CU Security Strategy Guide for 2018 to help you budget and prepare for emerging cyber threats.

4:00 pm – 5:00 pm — CEO-Chair Power Hour & Reception in the Exhibit Hall
7:00 pm – 8:30 pm — Kick-off opening day at the Leadership Convention with an Exclusive Showing of Cirque Du Soleil at Treasure Island.

Day 2 Agenda – Thursday, August 3, 2017
7:30 am – 4:00 pm

7:30 am – 8:45 pm — Networking Continental Breakfast in the Exhibit Hall

Enjoy a full breakfast and get ready to share what’s working in this peer-to-peer roundtable discussion. Your best idea is your ticket to admission. Take home more than 30 great ideas from other CUs in this one session. Reserved ONLY for the first 200 registrants. A perfect way to begin the day!

What began as one, simple pencil for a child in India to do his schoolwork has become a global movement to provide education to all children. Pencils of Promise is not just another nonprofit dedicated to doing good. PoP is a case study of how to build and grow a “for-purpose” organization with the passion, creativity and entrepreneurial spirit of a new generation of workers who want to connect work with good works. Find out firsthand how to lead today’s millennials from Michael Dougherty, the 55-year-old CEO and one-time “ruthless capitalist,” and how he’s harnessing the scrappy and audacious spirit of his young workforce at PoP to create a brand that is tackling big ideas and making monumental changes in the lives of children around the world. Discover the lessons to lead a millennial-driven, for-purpose organization that you can take back to your CU.

Corporate America was built on the values of Baby Boomers. Start on the teller line, pay your dues, wait for your time to come, work hard and some day you may get the corner office with your name on the door. Those days and attitudes won’t work with today’s workforce.
And here’s the best part: CUs are BETTER poised to leverage the motivations and values of the new work force than banks and just about any other industry – but it calls for the right moves and a deft touch.  Join Lynn Heckler, 2015 HR Professional of the Year and Leadership Development Expert at PSCU, as she takes you on a journey with the astronauts of Apollo 13 showing firsthand how CUs of all sizes can transform their recruitment and training programs to develop up-and-coming CU leaders. Discover how to:

  • Leverage your social mission to appeal to the new workforce.
  • Develop training programs that inspire and motivate your most talented people.
  • Deep six the old training paradigms and replace them with transformative development tools you will take back to your CU for ASAP implementation.
  • Identify, engage and recruit the top talent you need to grow your CU.

This holy-cow, jaw-dropping, awe-inspiring session will challenge how you view traditional training programs and arm you with the tools you need to recruit and retain your most promising leaders.

9:45 am – 10:15 am — Networking Refreshment Break in the Exhibit Hall

Day 2 Breakout Sessions
10:15 am – 11:00 am

Every Director & CEO is aware of the financial and security risks facing CUs. But what about the other risks – those risks that few dare talk about, but can bring an entire leadership team to its knees? Join Denise Wymore, author and 30-year CU expert, as she reveals the 7 hidden but very dangerous risks every CU needs to address to avoid being blind-sided. Here’s a big one: Fee trust. Does your CU put too much trust on fee income to generate much-needed revenue? Here’s another: Average age of a borrower. Many CUs track the average age of their members, but what about your borrowers – and is it rising or falling? Find out what you need to do to manage one of your gravest, hidden sources of risk. Here’s one more: Net membership growth. Hint: if you include indirect loans to members you’re fooling yourself. Discover the secrets to truly grow your membership with your eyes wide open.

BONUS: Every attendee also gets Denise’s 7 Rules of CU Marketing with a Purpose to put to work right away.

The outlook for mobile banking is staggering: The number of mobile users is expected to nearly double within 5 years. 65% of mobile banking customers use an app to conduct transactions. Plus, new apps from FinTechs are emerging every day, making it easier and faster for members to get access to money, make payments and track their finances.

How should CUs respond? Dave DeFazio, one of the country’s leading experts on mobile banking, offers plain-English answers to some of the toughest questions facing directors and CEOs today, including:

  • Is convenience more important than good old-fashioned member service?
  • How do digital assistant devices such as Siri, Alexa and Erica change banking?
  • What mobile banking services should CUs offer to get the fastest and highest ROI?

Plus, Dave gives you 3 practical solutions every CU should do to compete in the digital market. Whether you consider yourself a novice or an expert, Dave will guide you through some of the apps that are changing the expectations of your members, and more importantly, what they mean to you and your CU.

In this session, you will discover how to successfully utilize proven investment strategies for your credit union to help increase the ROA, offset increasing employee benefit costs, reward and retain your valuable executive talent, and manage the credit union’s investment portfolio through effective analysis methods to maintain the overall financial stability of the credit union. Learn how strategic financial planning with the support of tested professionals who monitor and access the current economic climate and provide the forethought to plan for tomorrow can help make all the difference to your credit union’s success and longevity.

“Greatness is not a function of circumstance. Greatness, it turns out, is largely a matter of conscious choice, and discipline.”

— James C. Collins, author Good to Great: Why Some Companies Make the Leap…and Others Don’t

Is your CU great? Or, is it just one of many solidly competent middle-of-the-road organizations? Greatness, as Jim Collins so eloquently stated, is a choice. The secret is to choose ONE THING that your CU can be great at doing. Join one of the convention’s All-Time Favorite Speakers, Tim Harrington, as he dissects the strategies to generate dramatic results in ROA, membership growth and retention using the 5 Models of Great CUs.

  • Modest Means Model: Many CUs talk about it, but few pull it off successfully. Find out how you can leverage this much-needed strategy.
  • Low-cost Provider Model: There can only be ONE low-cost provider in your market. Is that really you?
  • Convenience Model: See what it means to offer convenience in today’s market – and how to give your CU an edge over the competition.
  • Service Model: Discover how to create a culture of service that will WOW! your members.
  • Innovative Product Model: Find out how to differentiate your CU in a commodity-driven service.

If you can’t identify your model, neither can your members. Find out which model is best for your CU and how to create a competitive advantage in your market.

BONUS: Every attendee also gets Tim’s Credit Union Modeling Guide to Greatness you can use to determine the ONE THING that will differentiate your CU from the competition.

Mergers and acquisitions are the quickest strategy for CUs to grow. Is it any wonder? Compliance costs are rising … the yield curve continues to remain flat … earnings are taking a beating … and many are left wondering whether they still want to fight the battle. Since 2003, there have been more 2,500 mergers amounting to at least one per day – a trend that is expected to continue for some time as members demand more services at lower costs. Are you merger-ready? Get the secrets you need – and the pitfalls to avoid – in this no-holds barred session led by merger guru Glenn Christensen. Take home all the tricks of the trade and the pitfalls to avoid:

  • The Top 7 mistakes of a CU merger – and the lessons learned.
  • Keys to valuations so you aren’t blind-sided.
  • Practical guidance for identifying merger partners.
  • Tips to ease the fears of your members & employees.
  • How to create a win-win in an M&A – and create an impact in your market for your members.
  • Proven strategies whether you’re doing the acquisition, being acquired or merging as equals.

Plus, every attendee takes home a copy of CEO Advisory’s M&A Checklist to help you determine the best strategy for accelerated growth. This is a money-saving, revenue-enhancing tool you and your staff will rely on.

Can CUs manage for “profit” and still be not-for-profit? Absolutely! And those CUs that don’t work to generate “profit” can’t serve their underserved members, argues Scott McClymonds. Discover how to serve two masters and fulfill your mission as a CU and still be a profitable institution you can be proud to serve. The key is to start by analyzing your membership – NOT your products – using the power of data analytics. In this straight-forward, roll-up-your-sleeves session, you will discover how to:

  • Identify the 4 types of members so you can isolate the most profitable from the least profitable and manage them more effectively.
  • Uncover the hidden risks within your membership. WARNING: Those who may appear to be the most profitable just might be your riskiest members that can cost you dearly.
  • Analyze your members’ buying behavior so you can position your products to those members who need them, when they need them!
  • And much more.

These are a few of the secrets that have helped other CUs increase membership 20%, boost profitability 500 bps and rocket mortgage originations 10%. Plus, find out how one institution used a simple analytics trick to open a WHOPPING 40,000 new accounts.

11:00 am – 11:45 am — Networking Refreshment Break in the Exhibit Hall

Most Breakout Sessions Repeat
11:45 am – 12:30 pm

More credit unions than ever are installing Non-Qualified Deferred Compensation (NQDC) Plans for their executive teams. These plans are vital to providing a truly market-competitive package of benefits! But if not managed correctly, a poorly designed plan can blow up your bottom line – and examiners are taking notice. As CUNA Mutual Group’s John Moreno warns, “I’ve come across several credit unions that have been forced to liquidate their plans, and learned that one even invested 90% of its capital in a single investment, and was then forced to divest potentially millions more than needed, just to avoid examiner scrutiny. There are safer ways to steer clear of penalties.” Attend this session and get:

  • The top four questions examiners are asking – and the answers you must be able to provide.
  • Best practices to use with your Executive Compensation Committee, to address inherent conflicts of interest.
  • Effective strategies to design attractive and efficient NQDC Plans – while ensuring regulatory compliance.

Plus, every attendee gets John Moreno’s 7-Point NQDC Checklist, so you don’t get blind-sided. Ranked as last year’s highest-rated breakout speaker, this session is a must-attend!

How do you know if you have the right combination of executive benefits? That all depends on the objective. Is your goal retention or is this part of a broader conversation around incentives, succession, and compensation? Before you jump into a Non-Qualified Deferred Compensation (NQDC) plan with a myriad of options, regulations, and designs, a framework for deciding what plan fits best for YOUR credit union is vital. Our discussion will focus on process and strategy so your compensation committee can see how a meaningful and appropriate benefit consists of more than “installing a product.” Discover the same strategies used successfully by more than 300 other CUs to attract and retain their top executives.

12:30 pm – 1:00 pm — Lunch
1:00 pm – 1:45 pm — Exhibit Hall Finale

It’s a myth to think that innovation comes from the lone genius or a small sequestered group that returns from a weekend retreat with a big, bold new idea. In reality, most innovations come from groups of passionate explorers working together in pursuit of endless possibilities. Isn’t that the ultimate role of a leader? Discover how you can better understand what innovation means in your CU … how to overcome cultural roadblocks … and what you can do as a Director or CEO to become more member-responsive. Your guide through this journey is Filene Research Institute’s master of innovation, Andrew Downin. Find out how to develop an “innovation competency” to foster – and implement – creative solutions to your toughest challenges. Plus, see how 3 CUs are creating a culture of innovation that have generated dramatic results for their members – and their ROA.

Innovation is more than problem solving. It’s about creating something new … something that challenges the status quo … fixes long-standing problems … creates value … leads to vibrant new products … and more. The question for you is this: How should you innovate? Denise Wymore, author and innovation guru, walks you through the 4 Levels of Innovation and shows how CUs are creating new value propositions.

  • Level 1 – Problem Solvers: See for yourself how one small problem led to the birth of an entirely new CU product.
  • Level 2 – Problem Preventers: This one solution is helping CUs in NJ eliminate the risk of losing members.
  • Level 3 – Continuous Improvers: Don’t settle for good enough! See the evidence that incremental changes can create HUGE dividends for your CU.
  • Level 4 – Creator of a New Future: Discover what’s ahead and how CUs are positioning themselves right now to better compete over the next 10 years.

Get ready to take notes and jot down one innovative idea after another to see what strategies are best for your CU – and your members!

3:00 pm – 4:00 pm — CEO Roundtable Power Hour

Day 3 Agenda – Friday, August 4, 2017
7:30 am – 11:00 am

7:30 am – 8:45 am — Networking Buffet Breakfast

Author John Waupsh offers a survival guide for CUs eager to stake their claim among the fiercely competitive financial markets and Fintech startups. This is not for the faint of heart. In his tell-like-it-is, blunt, straight-forward approach John shares the 3 most important strategies for growth during a time of immense change in the movement. While others may be predicting more doom and gloom, John insists CUs can flourish with a fresh approach to strategy. The key is that it all begins and ends with the Directors and CEOs. With more than a decade of experience working with hundreds of CUs, community banks and Fintechs, John discusses the real challenges facing the movement and presents 3 clear solutions every leader can take home and put to work right away. Find out what you need to do to not just survive, but thrive in the face of immense competition.

Patrick Adams is back! The convention’s All-Time, Highest-Rated speaker closes out our 40th Anniversary event with his most thought-provoking and powerful presentation to date. Don’t miss a minute as Patrick challenges you to re-think how you do business. Still trying to compete with the banks and Fintechs? STOP! More CUs should be in the business of “improving the human condition.” As Patrick states: “We’re in the people business. Financial service is one of the products we offer.” Unfortunately, as CUs struggle to compete they’ve lost sight of the values that built the movement. In this frank, one-of-a-kind session, Patrick will leave you laughing one moment and taking notes the next as he shares the same values-driven strategies he uses to achieve dramatic results among his employees and his members. This isn’t wishful thinking! Patrick peels back the curtain as President/CEO of Community First CU in St. Louis so you can see first-hand how the CU is delivering strong growth in key performance indicators, as well as cooperative giveback.

11:00 am — Conference Closes

“I love this convention! Great people, great place, very informative, sessions very good … and very diverse, including for small credit unions.”

Marleen GriffinSt. Agnes FCU

“Choice of speakers and topics allow attendees to maximize the use of their time here.”


“I have attended the Directors & CEOs Leadership Convention as a supervisory committee member, as a board member and CEO – it has always been a great investment in education and networking!”

Cathy EllisCEO, Meijer CU, Grand Rapids, MI