Fall Leadership Conference & Expo
Topics & Objectives

Please note that the Topics/Objectives listed below are subject to change.

GENERAL SESSIONS:

Six Choices: An Insider's Perspective on the Credit Union Movement at a Crossroads

Get up to date on the trends, challenges, and opportunities facing America’s credit unions – with a focus on how the decisions of today’s leaders will affect tomorrow’s outcomes. Learn about six strategic choices that credit union leaders must make to be successful in the next decade. Discover why the challenges in today’s marketplace will make your decisions so critical.

My Heroes: Lessons of Leadership!

Gain inspiration for preparing your team for whatever lies ahead. You’ll learn about diverse, courageous, and surprising leaders who’ve made a difference in the world. For example, you already have heard about John Glenn, but you probably didn’t know that Joseph Kittinger paved the way for space exploration with a risky parachute jump from nearly 20 miles above the earth. You’ll hear how Coach John McLendon changed the racial landscape in 1944 with a secret basketball game between whites and blacks.

BREAKOUT SESSIONS:

HELOC Fraud: The Anatomy of a Social Engineering Attack

Gain practical advice and strategies for improving your credit union’s information security. You’ll see the trends in fraud from global information security studies and news reports, combined with Randall’s first-hand experience with network penetration assessments and hacker forensic investigations.

Focusing Your Efforts in the Current Economy

It may be tough to see the silver lining in today’s headlines: a recession, the mortgage meltdown, higher energy costs, and a weaker job climate. But, historically, credit unions have found ways to not only survive, but thrive in tough economic times. Learn where to focus your efforts to strengthen member loyalty and grow your credit union.

Serving the Small Credit Union Marketplace

Why are some small to mid-size credit unions thriving in today's economic environment, when others are merging or closing their doors? Discover what CUNA Mutual is doing to help small credit unions.

Compliance Update for Volunteers

Compliance is increasingly important at all levels in the credit union. In this session, you’ll get an overview of the major regulations, learn how they apply to your credit union, and discover the consequences for non-compliance.

Shared Branching 101

Are you interested in earning additional non-interest income? Did you know that shared branching can be used to satisfy a portion of NCUA Reg 748 with regard to disaster recovery? And, did you know that credit unions top banks when it comes to member/customer service, but they’re rated lower when it comes to convenience? Sandy will guide you through the many benefits of shared branching. With more than 60 locations in Pennsylvania and 3,300 nationwide, you’ll learn what shared branching can do for you.

Win-Win Scenarios: CU Growth and Serving Low-Wealth Households

Discover how you can serve low-wealth and modest income households -- and have membership growth that equals or exceeds that of credit unions that do not focus on this marketplace. You’ll get examples of how credit unions are reaching out to low-wealth families with mutually beneficial products and services.

Future of Payment Systems

In 2003, for the first time, the balance shifted from check writing to electronic payments by ACH, credit card, and debit card. The recent Check Clearing for the 21st Century Act facilitated the ability of financial institutions to collect checks electronically. Find out about the latest trends in the evolving payments system. Discover how you can capture new revenue, reduce costs, and improve efficiency with new payment technologies.

Play to Your Strengths: Real Championship Coaching

How do you create a culture that fosters success? How can you identify your employees’ strengths to drive remarkable results? How will you improve individual performance and company results, one person at a time? Learn the qualities that set real coaches apart from just managers. You’ll discover how to coach your team to success, using tried and true real championship coaching strategies.

Measuring Member Loyalty

It starts with one simple question for members, "Would you recommend us to a friend or colleague?" The result, your Net Promoter Score, is a powerful way to measure and predict growth. Discover how this key question, combined with other research findings, can help you put your credit union on the path to success.

Are You Relevant to Gen Y?

Everyone is trying to attract younger members, employees, and board members -- but do you have what they’re looking for? Learn how young people can be beneficial in all areas of your credit union. Get an overview of what Gen Y is looking for in a financial institution, place of employment, or volunteer opportunity.

Be Green: Another Way to Demonstrate People Helping People

Credit unions across the country are helping their members and the environment by offering financing for energy efficient cars and homes and incorporating "green" practices in their operations. Find out how to calculate a carbon footprint and learn about green technologies that reduce waste. Discover how credit unions are successfully publicizing their green practices.

For more program content information or to request a brochure call 800-356-9655, ext. 4882, or email abollman@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.