Archives
Finance, Regulation, and Digital Assets: What Every CU Leader Needs to Know for 2025 and Beyond
This 2-hour masterclass is designed for leaders at every level — emerging, executive, and board — who need actionable insights to navigate the complex intersection of finance, regulation, and technology in 2025.
Session qualifies for CPE Credit.
Strategic Thinking at Every Level: Building a Culture of Forward-Looking Leadership
This interactive 2-hour masterclass, led by DDJ Myers, goes beyond theory to explore the practical practices that foster strategic acumen across your credit union, while also tying in the critical role of succession planning in sustaining that growth.
Session qualifies for CPE Credit.
Securing the Future: Defending Credit Unions Against Cyber, Physical, Fraud, and AI-Driven Threats
This 2-hour masterclass will explore the most pressing threats facing credit unions today. Attendees will gain actionable strategies to strengthen defenses, foster cross-functional collaboration, and build a culture of security that protects members and preserves trust.
Session qualifies for CPE Credit.
The Metrics That Matter: Financial Ratios for Strategic Credit Union Decisions
This session cuts through the noise to focus on 10 essential financial and ratio categories every credit union leader should understand, regardless of role, asset size, or market.
Session qualifies for CPE Credit.
Regulator Dialogue (CO, OR, NCUA)
Financial regulation impacts all aspects of credit union operations. Hear from your state’s financial regulators about the changing regulatory landscape, examination trends, and insight into programmatic improvements that will streamline exams and improve communication.
Session qualifies for CPE Credit.
More Than a Logo: The Strategy Behind Branding
In a panel discussion during the session, credit union marketing leaders will share their credit unions’ journeys when rebranding, offering unique perspectives on what drives a successful transformation, how to align brand identity with evolving member needs, navigating internal buy-in and external rollout, and more.
Session qualifies for CPE Credit.
Regulator Dialogue (WA, ID, AZ, NCUA)
Financial regulation impacts all aspects of credit union operations. Hear from your state’s financial regulators about the changing regulatory landscape, examination trends, and insight into programmatic improvements that will streamline exams and improve communication.
Session qualifies for CPE Credit.
Digital Transformation Through Conversations: Maximizing AI Impact for Credit Unions
This session moves beyond theory to showcase implementations that enhance rather than replace the human touch that differentiates credit unions.
Session qualifies for CPE Credit.
Leading Through Chaos: Shifting Management Styles for Stronger Results
This session explores five practical shifts to help managers lead through chaos to help create clarity, empathy, and confidence.
Session qualifies for CPE Credit.
Flipping the Script: Putting Financial Wellness at the Heart of Member Engagement
Flipping the script offers an opportunity to not only reimagine your financial education and community engagement efforts but also to turn passive members into passionate brand ambassadors and credit union advocates.
Session qualifies for CPE Credit.
Legal Update: What’s New, What’s Next
Stay informed on the latest legal and regulatory developments impacting credit unions.
Session qualifies for CPE Credit.
Navigating the Current Economic & Market Environment
This session offers a timely and insightful look at the economic forces and financial market dynamics currently shaping the credit union operating environment.
Session qualifies for CPE Credit.
Smart, Scalable, and Secure: AI’s Role in the Future of Credit Unions
Whether you’re exploring AI for the first time or refining your digital member experience, this session will offer insights to help you move forward confidently, with a focus on control, trust, and tangible results.
Session qualifies for CPE Credit.
Fortifying Digital Payments in an Ever-Changing Ecosystem
This insightful session will delve into the rapidly evolving payments ecosystem and the crucial role of trust in today’s digital world.
Session qualifies for CPE Credit.
The AI-Powered Lender: Navigating the Next Era of Credit Decisions
The lending industry is undergoing a fundamental transformation. While improved underwriting and fraud solutions have streamlined front-end processes, lending intelligence powered by generative AI represents the next wave of innovation.
Session qualifies for CPE Credit.