Southeast Regional Directors Conference
Speaker Topics
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July 26
2-4pm
In today's rapidly changing industry, credit unions rely on the leadership skills of their board of directors. To keep up with the pace, America's Credit Unions offers continuing education courses for you to stay ahead of the curve. America's Credit Unions Volunteer Achievement Program is the key to strengthening your knowledge, learning to work effectively, making informed decisions and improving credit union performance.
The program's self-study courses teach both new and experienced volunteers the philosophical and financial topics needed for day to day decision-making responsibilities. These courses are a convenient, affordable way for volunteers to learn more about their role and become more informed. Optional exams are available to prove your excellence in the training topics and give you the chance to earn certificates and pins to show your successes in the program.
Succession planning has taken on more importance during the past few years. Nearly half of all credit union CEOs plan to retire in the next 10 years, about one quarter of them in the next five years. A good succession plan charts a plan of action for the board and employees that covers a variety of situations including the death of a CEO, accidents, disability, termination, or retirement. Boards play a critical role in succession planning by ensuring that the credit union will serve members effectively even if key staff or directors are unable to continue in their positions.
Topics include:
Board's Role in Succession Planning
CEO & Management's Role
Ingredients of an Effective Succession Plan
Succession Planning for the Board
Maintaining Effective Board Leadership
Patrick Adams
July 27
8:45 - 9:45 a.m.
Value creation is key to our continued success. Consumer choices change and what is considered significant and essential shifts regularly. As leaders, we must focus our energy on what is of value to the ever-emerging market place. How important is R & D? How important is advertising? What keeps us on the growth curve? We’ll answer these questions and discuss how to maintain value throughout the years to come.
July 27
9:45-11:00 a.m.
The Bank Secrecy Act course provides an overview of credit union specific BSA regulations and will assist credit unions in remaining compliant with BSA training requirements. Participants will review BSA requirements and discuss operational compliance issues as well as common mistakes examiners are finding.
Patrick Adams
July 27
1:15-2:15 p.m.
Leaders exist to think. What should we be thinking about to insure success? Pioneering new ideas, focusing on not being a commodity, acquiring new members and retaining them, making disruptive investment and practicing game theory are all key to our credit union’s success. We’ll have fun, but put some “meat on the bone” and leave the conference with perfect eyesight for the years to come.
Ancin Cooley
July 29
9:00 - 10:00 a.m.
"The Way Forward: The Place Where Profit and Mission Intersect" Can Credit Unions grow, earn extraordinary profits, and serve the community? The answers is a resounding Yes!!! However, there’s a trend emerging where Credit Unions feel in order to succeed they must choose between their heart and the bottom line. Ancin Cooley with Synergy Credit Union Consulting will enlighten and entertaining you with his proven strategies on how to ensure you credit union will thrive through the next decade.
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