Conference Information Desk | 7:00 a.m. – 3:00 p.m.

Breakfast | 7:00 – 8:15 a.m.

Welcome to CUES Directors Conference | 8:15 – 8:30 a.m.

Opening General Session | 8:30 – 9:30 a.m.

LET’S LEAD
Tony Moore, International Keynote Speaker, Author, and Executive Coach

Today’s credit unions are operating in a time of unprecedented volatility, uncertainty, complexity, and ambiguity. As a result, gone are the days of the genius leader whose dutiful followers await the emergence of the leader’s next great idea. The pace of change is too rapid, and the depth of knowledge needed to be successful is far too deep for any one person to be responsible for it. The credit unions that will lead the sector are those who build and nurture collaborative, interdependent, change leadership teams. Now more than ever, credit unions need employees at all levels to master the competencies needed to breakdown silos, share information across departments, and collectively problem solve. Cutting through the noise created from the overabundance of information on leadership, this keynote takes you back to the foundation of leadership; challenging participants to Live your Values, Embrace your Purpose, Attend to your People, Deliver the Goods. So, are you ready to LEAD?

Participants will learn:

• 3 interventions to increase employee engagement. 
• The key to balancing relationship building with performance outcomes. 
• A proven method for measuring what matters & using data to drive performance.

Networking Refreshment Break | 9:30 – 9:50 a.m.

Breakout Sessions | 9:50 – 10:50 a.m.

Governance & Risk Management: What Board Members Should Be Aware Of
Ancin Cooley, Principal, Synergy Credit Union Consulting

What do the issues at SVB, FTX, and Well Fargo all have in common? They all suffered from significant lapses in governance and risk management. When Boards don't effectively apply governance to strategic decisions and risk-taking, unexpected events will always catch institutions off guard. In this timely session Ancin Cooley, with Synergy Credit Union Consulting, will draw from his experiences as an examiner, board consultant, and strategic planner to provide insight on how to grow income and assets while maintaining a reasonable risk profile.

Cultivating Next Gen Board Members
Julia Patrick, CEO, American Nonprofit Academy

As Board Members age out, become part of the Great Resignation or even the Great Reshuffle, we explore the daunting question, “Who’s Up Next?”  Learn how the next generation of Board leaders responds to the call of Board leadership along with their work habits, service interests and social behaviors.  Beginning with the demographics of generational leadership which is foundational, we will drill down to how Next Gen leaders can be cultivated for Board service as well as committee work.  The issue of multi-generational Board management will also be discussed.  Understanding the expectations of Next Gen leaders, what they respond to and how to foster strong relationships to the Credit Union sector is essential when building a strong Board.

Examining Your Board’s Learning Culture
Jimese Harkley, VP/Membership, CUES

Learning expectations for organizations have changed, the when, where, and how we work and learn has been impacted the most. Directors are not exempt from experiencing these challenges as they give their time to serve credit unions. During this session we will explore new ideas to elevate your board’s learning culture. 

Strategic Use of Capital
Chris Jones, Senior Partner, OM Financial Group

Chris Jones, Senior Partner at OM Financial Group, will discuss the demand for talent, the executive compensation environment, and the strategic utilization of capital for executive compensation.He will discuss how Credit Unions can utilize up to 25% of their net worth to invest into impermissible investments that can be used to fund a variety of HR benefits, including, health care costs, retirement funding, Supplemental Executive Retirement Programs (SERPs), etc. 

The prioritization of those investments into either an executive benefit that secures your current and future leaders or used to offset HR operating expenses is a critical decision for each credit union board.

Networking/Travel Time | 10:50 – 11:10 a.m.

Breakout Sessions (repeated from the morning) | 11:10 a.m. – 12:10 p.m. 

Luncheon | 12:10 – 1:30 p.m.

General Session | 1:30 – 2:30 p.m.

OUTTHINK THE COMPETITION: Unlocking Strategic Creativity & Innovation to Drive Growth & Competitive Advantage
Kaihan Krippendorff, Founder and CEO, Outthinker 

Entrepreneur, author, and CEO of Outthinker, Kaihan Krippendorff has worked with and studied thousands of companies and the different approaches they take to drive growth, foster innovation, and set themselves apart from the competition. How is it that some companies are able to continually pivot, clarify and refine strategy, transform their business, and pursue new growth ideas? 

The answer to this can be learned and taught. Based on his book, Outthink the Competition, Kaihan delivers a systematic process and set of proven business strategy and innovation tools he has used with more than 300 clients in almost every industry to create innovative strategies and growth ideas that have generated more than $2.5B in revenue. Blending together first-hand stories of inspiring business and social innovators, from Elon Musk to Nobel Peace Prize winner Muhammad Yunus, Kaihan breaks down a tested method for developing actionable strategic growth ideas that increase competitiveness of your business and arms you with the tools needed to excel in today’s digital, agile, and purpose-driven world.

Conference Information Desk | 7:00 a.m. – 12:00 p.m.

Breakfast | 7:00 – 8:15 a.m.

General Session | 8:15 – 9:25 a.m.

From Point Solutions to System-Wide Integration: Unraveling AI's Hidden Potential in Business
Joshua Gans, Professor of Strategic Management and holder of the Jeffrey S. Skoll Chair of Technical Innovation and Entrepreneurship, Rotman School of Management, the University of Toronto

When stripped of its hype, what do the new advances in artificial intelligence mean for business? At its essence, AI is just cheaper and better prediction. Thus, the main business use cases for now have all been point solutions, where old ways of prediction are substituted out for AI prediction. These, however, are not transformative changes. We know from the history of radical new technologies that transformation comes later after the true potential of the technology to change systems is revealed. AI prediction shows all the signs of carrying on this pattern. By understanding what AI prediction is doing to decision-making throughout organizations, we can find methods by which any organization can consider and plan for system-wide change to achieve the highest value from AI.

Networking/Travel Time | 9:25 – 9:45 a.m.

Breakout Sessions | 9:45 – 10:45 a.m.

Becoming a Better Director: Simple Hacks to Better Board Work
Matt Fullbrook, Manager, Fullbrook Board Effectiveness

As a director of a complex financial institution, it’s easy to get distracted – even overwhelmed – by the technical demands of the role. And it’s true: credit union boards require tons of expertise to effectively oversee the organization’s health and performance. But no matter how much technical expertise you have, it’s not enough on its own to make you a great director. This session will help you to walk into your next board meeting with specific (and easy!) ways to be more effective than you were last time, no matter the depth and breadth of your expertise. You will: 

• Learn simple “hacks” to taking a curiosity-first approach to your board work
• Turn senior management into your board effectiveness superpower
• Transform good governance from abstract theory to concrete practice
   

Credit Union’s Financial Health and Performance Opportunity
Ron Shevlin, Chief Research Officer, Cornerstone Advisors

Every credit union is concerned about and committed to improving their members’ financial health. But it’s time to recognize some hard truths: 1) Focusing on improving financial literacy through financial education efforts is having little to impact on consumers’ overall financial health; 2) Good financial health is not consumers’ ultimate goal—high financial performance is what consumers are striving for; and 3) Addressing financial health without addressing consumers’ mental and physical health produces subpar results. This session with Ron Shevlin, Chief Research Officer at Cornerstone Advisors will help Directors understand why current approaches to improving financial health are falling short and why—and how—credit unions can make financial health and performance the core strategy of their organization.

Networking Refreshment Break | 10:45 – 11:05 a.m.

Breakout Sessions | 11:05 a.m. – 12:05 p.m.

Conference Information Desk | 7:00 – 10:00 a.m.

Breakfast | 7:00 – 8:15 a.m.

General Session | 8:15 – 9:25 a.m.

Regulatory Update, NCUA
Cherie Freed, Director, Western Region

NCUA Regional Director Cherie Freed will discuss recent credit union trends, supervisory priorities, and will answer questions from the attendees.  

Networking Refreshment Break | 9:25 – 9:40 a.m. 

Closing General Session | 9:40 – 10:45 a.m.

Targeting for Success
Caroline Johnson, Keynote Speaker, Author, and Lecturer at University of Chicago Harris School of Public Policy

Caroline will illustrate how she has applied a simple formula of preparation and perseverance to achieve an elite level of performance flying F/A-18’s behind enemy lines, and beyond. Audiences will finish the session captivated by her stories of heroism, inspired by her ability to break glass ceilings, and empowered to apply simple formulas to their organizations to unleash performance in uncertain times.

Conclusion of Conference | 10:45 a.m.