Opening General Session

Building a Deeper Bench: Where Will You Find the Next Great Volunteer
Speaker: David Reed

Do you remember how excited you were to join the Board or Supervisory Committee of your credit union? Are you still that excited? More importantly, will the next generation of potential volunteers share your enthusiasm? These are difficult times for credit unions and volunteer recruitment and development has never been more important. Don’t wait until it is too late to start developing the credit union leaders of tomorrow. There are simple steps that you can take today to begin attracting, evaluating and preparing your future leaders. This session explores ways to enhance the volunteer experience at your credit union while assuring you will have a capable pool of candidates eager to serve.

BSA for Directors

Speaker: Jordan Burroughs

Complete your required annual BSA training by learning about topics such as components of a BSA program, CTRs and SARs, OFAC compliance, record retention requirements, and more.

Supervisory Committee Breakout

Credit Union Financials 101
Speaker: Marcus King

Directors Breakout

Speaker: Jordan Burroughs

Supervisory Committee Breakout

Supervisory Committee 101
Speaker: Laura Vann

Supervisory Committee 101 is designed as an introduction to Supervisory Committee responsibilities for new committee members and as a refresher for veteran committee members. Topics covered include regulatory requirements for a Supervisory Committee, developing an Supervisory Committee work plan, working with outside auditors, and understanding your audit report.

Directors Breakout

Crisis Management: What to Do When Something Goes Wrong
Speaker: David Reed

Many pundits have proffered that it is not a question of “if” bad things will happen to you, but “when...and how bad” those things will become. The time to prepare in now! Unfortunately the recent headlines in Credit Union trade publications have been filled with stories of unfortunate events and risky behaviors that ultimately led to big Credit Union problems. From data breaches to embezzlement, from compliance violations to personal in-fighting with management, these stories seem to be written more for a movie script than Main Street, but they are all tragically true. Is your Credit Union prepared to identify and deal with significant issues in a timely and professional fashion? In this interactive session, credit union veterans David and Diane Reed go behind the headlines and explore real life financial institution crises and failures and the lessons every institution needs to learn from them.

Supervisory Committee Breakout

What Your Auditors Want You to Know
Speaker: Marcus King

Sometimes talking to Auditors can be overwhelming. They can throw a lot of information at you in a short amount of time. Topics can range from Loans, to Unrecorded Liabilities, to Undivided Earnings, and everything in between. This session will help you better understand where you auditor is coming from on a lot of different issues. It will also give you key items to remember when you go back to your Credit Union.

General Session

OnBoarding Volunteers, It's Not Just a Dinner
Speaker: Diane Reed

Having trouble attracting and retaining volunteers? Let’s face it. If you’re looking for folks who are different from yourself and you’re trying to Onboard them in the same way, you’re in for a rude awakening. Even your Onboarding process needs to change with the times. The key to attracting and keeping new volunteers is to fully incorporate them into your operations. From the first meeting they attend to your annual Strategic Planning Conference, they need to feel part of the group. And… they need to understand what’s expected from them. How often do you communicate with them during their first few months? What kind of training do you provide? How about socialization? Complete with a Sample Onboarding Schedule and Sample Onboarding Activities Sheet, this session is sure to help you retain those great new volunteers.

Break

Roundtable for Directors

Facilitated by: Laura Vann

Roundtable for Supervisory Committee

Facilitated by: Marcus King

Lunch

General Session

Putting Knowledge into Action
Speaker: David Reed

One of the most difficult tasks after a great educational event is to implement the best of the insights you have received. So many great ideas have been lost on the way home from a conference. This session will focus on the practical steps necessary to implement new ideas, innovations and improvements at your credit union. This session will offer insight into creating a workable methodology for managing the incredibly fast-paced and changing world of the Supervisory Committee and the role you must fill to bridge the gap between knowledge and action.

Closing General Session

Seize the Moment: Getting Back into Your Community
Speaker: David & Diane Reed

Hurrah! The world is beginning to re-open. But… things look different in your community. As you begin to look around, you’ll notice the difference. People are still a bit hesitant to commune in large groups. Numerous businesses have closed. There are “Help Wanted” posters everywhere. As you climb out of hibernation, you’ll notice your community is not the same. As Credit Union volunteers, it’s time for us to step up to our mission of “People Helping People” and do our part to fill the void caused by the Pandemic. But how? During this session, we’ll explore a plethora of Best Practices both lending a hand and getting the Credit Union message out to our friends and neighbors. From Pay It Forward Programs to Small Business Partnerships to Unique Lending Products, YOU can make a difference!