Pre-conference Coffee Talk

Speakers: Jared Ross and Patty Corkery

They say hindsight is 20/20. Grab a favorite cup of joe and tune in to chat about the unexpected challenges and opportunities that the year 2020 brought, how credit unions are changing to adapt and other important updates. Bring along the most pressing questions to ask and leave with valuable insights! Then stick around for prize drawings! *Must be present to win.

Best Practices of the Modern Credit Union Board

Speaker: Kevin Smith

Of course every board is different, they are humans after all. But there are reliable and researched “rules of thumb” that can raise the performance of boards. Listen in to learn about best practices that are tried and proven across a variety of board sizes and types. It is a great way to be sure to be working smart and efficiently for members and credit unions.

Roundtable Discussion | Lessons Learned: Things Credit Unions Discovered They Could and Could Not Do

Speaker: Kevin Smith

Credit unions found the need to pivot in 2020/2021 and discovered just what they are capable of, while also learning from a few mistakes along the way. As an industry often known for embracing change slowly, credit unions were forced to do some things very quickly, even with things that boards may have pushed backed on or held out about for years! Come with an open mind to discover some surprises and be ready to discuss success stories and lessons learned.

Things that Keep Boards Up at Night

Speaker: David Reed

Explore the top three concepts that boards should be discussing during the pandemic crisis. From remote member servicing, balance sheet considerations (like lower loan volume and higher delinquency) and security issues, attendees will be able to sleep better at night with new insights and understandings of these important topics.

Roundtable Discussion | Building a Deeper Bench: Where Will You Find the Next Great Volunteer?

Speaker: David Reed

Volunteers form the governance backbone of every credit union, but without focused attention many credit unions may experience a volunteer shortage in the near future. This session explores innovative strategies to identify and attract the next great volunteer.

ScreenO: Networking Game Time

Stay a while longer for a fun social activity playing a popular call-out matching game. Everything needed will be supplied virtually and plenty of prizes will make it extra exciting.

Bank Secrecy Act for Directors

Speaker: Kela Wingard

Anti-money laundering compliance has remained a primary focus for regulators and prosecutors for several years. This is evidenced by the increase in criminal and regulatory penalties imposed against financial institutions for failures relating to their Bank Secrecy Act and anti-money laundering (BSA/AML) compliance programs.

Due to the scrutiny in this area, it is critical that credit unions make AML compliance a top priority, and since the board is primarily responsible for ensuring a comprehensive and effective BSA/AML compliance program, it is critical that there is a solid understanding of how its oversight framework must be reasonably designed to ensure compliance.

Boards Behaving Badly: The Guide to Handling Unruly Directors

Speaker: Kevin Smith

Those who have heard stories or experienced firsthand the distractions or behaviors of unruly directors know they come in many forms and in some familiar stereotypes. Find out how to manage unruly director behavior and keep boards on track to provide peak strategic value.

This task belongs to every member of the board, not just to the board chair. Starting with good governance practices be armed with tools for having difficult conversations, holding directors accountable, creating an innovative and dynamic board culture, maximizing teamwork and rapport, preventing distractions and rambling board meetings, along with much more.

The Digital Board of Directors

Speaker: David Reed

The world has changed and the use of remote technology and virtual workflows has changed how the board needs to do its business. Gain a better understanding of the ins-and-outs to be effective, while securely conducting credit union board matters.