Archives
The Longevity Economy and Safeguarding Financial Well-Being in a Rapidly Aging World
For the first time in history, people age 50+ outnumber younger populations. As we enter the greatest wealth transfer of our time, how can credit unions stay ahead of it? Join Dr. Eric Chess and Rebecca Laurie for an interactive session, with Q&As throughout, that takes a fascinating look into the medical science behind the aging brain and the psychology and behavioral economics behind financial decision-making.
PAC the HOUSE
We would be honored by your presence at our PAC The House, PAC Champions celebration.
Please RSVP by Oct 15th, 2024. You can register by clicking on the link above.
Marketing Roundtable: Hot Topics in the Credit Union Marketing World
Emerging innovations, competition, and technologies are providing opportunities and challenges every day for marketers. Join this discussion on the hot topics keeping credit union marketers up at night, including AI, the changing landscape of competition, martech, and data analysis. Come ready to share your thoughts and to learn from marketing peers from across the region!
Who’s Up Next? An Industry Update on Board and CEO Succession
This session will delve into the specifics of these new requirements and discuss best practices and benchmarks for succession plans for board of directors, key executives, and other critical positions. You will gain insights into best practices for crafting comprehensive succession plans that comply with regulatory expectations and enhance the credit union’s strategic approach to leadership continuity.
Spotlight Session: Learning to Lead at GoWest’s Leadership Institute
This session will showcase the program’s proven approach that bridges the gap from manager to leader and inspires individuals to drive meaningful change within their credit unions and lead their teams to success.
Pints with Purpose: CU4Kids Event
An off-site partner event led by the Colorado Chapter of Credit Unions was conducted to maximize CU4Kids’ fundraising efforts. “Pints with Purpose” is a prelude to the main CU4Kids Diamond Roundup Auction on Tuesday, October 15. *Shuttles from The Gaylord are available.
Keynote: Charting AI’s Journey: From Humble Beginnings to Technological Transformation with Zack Kass
AI Keynote Speaker Zack Kass provides a comprehensive roadmap that charts the trajectory of AI from its humble beginnings in ChatGPT to its future potential. He condenses his vast experience and deep knowledge into a practical guide that demystifies the complexities of AI, offering an insightful perspective on the evolution of this disruptive technology. Delivering pragmatic strategies, Zack demonstrates how organizations can adapt and thrive amidst the rapid advancements in AI. This keynote arms your leaders with an understanding of AI’s past to leverage its present and shape your future, positioning your organization at the forefront of this technological revolution.
Keynote: A Champions Mindset from Adversity to Triumph: Strategies for Overcoming Any Obstacle to Thrive Through Any Challenge with Chaunte Lowe
Embark on a transformative journey with “A Champions Mindset From Adversity to Triumph,” where inspiring stories and practical strategies converge. This high energy keynote is a celebration of triumphs born from navigating tremendous adversity. Attendees will gain insights into transforming setbacks into opportunities for personal and professional growth, all while developing a resilient mindset that propels them and their teams forward.
Keynote: The Current Political Moment with John Harwood
This is hardly the first time American politics have been bitterly divided, but it’s the first time it’s been bitterly divided in this way. With insight, humor, and rich personal stories, John Harwood draws on decades of work for the most prestigious outlets on the media landscape to describe the unpredictable electoral outlook that this collision of forces has produced.
Compliance & Risk Roundtable: Keeping Your Credit Union Safe & Successful
Robust compliance programs and effective risk management strategies are the backbones of healthy and successful credit unions. This roundtable will bring together peers across these functions for a dialogue on critical issues and effective tactics to create buy-in across organizations.
Board of Directors Roundtable: Your Leadership Role
Board Directors are invited to attend this special roundtable discussing the issues most relevant to their roles. As Board Directors play a pivotal role in steering the strategic direction of the credit unions they serve, this session will cover topics including understanding the most important financial metrics to review, effective strategies to evaluate their effectiveness, creative recruiting tactics, and more.
CEO Roundtable: Connection & Collaboration
Open to CEOs only, this will be an excellent opportunity to join your peers for an informative discussion on the latest trends and priorities impacting the credit union industry.
Open For Business: A Roundtable on Reaching Business Members
Join Mike Smith, VP and Senior Business Services Officer at CU Business Group, for a deep dive into serving business clients. You’ll hear an industry update on commercial lending and small business banking before joining an open discussion on strategies for reaching small businesses, growing business loans, and developing successful treasury management programs.
The Employee Life Cycle: A Roundtable Discussion of The Employee Experience
Employees are looking for unique experiences from their organization at various phases of their work life cycle. By focusing on these critical stages of the employee life cycle – Attracting & Recruiting, Engagement & Development, and Growth & Performance Management – this roundtable session will provide valuable insights and practical strategies to enhance the overall employee experience, ultimately driving higher engagement and retention rates within your organization.
Elevate Your Brand Through Proactive Media Relations
Credit Unions have great, community-focused stories that journalists want to tell; however, in today’s fast-paced and rapidly changing media environment, a press release alone will rarely result in media coverage. Join Barefoot PR in this engaging session where you’ll learn tools of the public relations trade that will equip you to identify newsworthy stories, pitch media, build relationships with journalists, and elevate your brand through proactive media relations.
Legal Update: Session 2
In this legal update, experienced legal experts from Farleigh Wada Witt will discuss the latest developments and changes in the legal and regulatory environment that directly impact credit union professionals. As the regulatory landscape continues to evolve, credit union professionals must stay informed about the shifting requirements and risks to ensure their operations remain in accordance with the law.
This session qualifies for CPE Credit.
The Long Haul: How a Focused Set of Credit Unions Deliver Lasting, Industry Best Results
Twenty-five years of empirical, data-driven research reveals balanced success for a group of credit unions that have thrived through volatile, uncertain, chaotic, and business-as-usual times. While the differences in size, markets, members, and models are most interesting, the similarities and common threads of leadership, strategy, and capacity for sustainable success have proven to be most valuable. In this session, you will discover the choices made to create these built-to-last results and have the opportunity to create a plan for your credit union that will deliver enduring value for the next generation of members, markets, professionals, and communities.
This session qualifies for CPE Credit.
Regulator Dialogue 2 (NCUA, CO, ID, OR)
Financial regulation impacts all aspects of credit union operations. Hear from your financial regulators about the changing regulatory landscape, examination trends, and insight into programmatic improvements that will streamline exams and improve communication. You will have the opportunity to ask questions, offer suggestions, and provide feedback during this interactive session.
This session qualifies for CPE Credit.
Credit Unions Empowering Entrepreneurs – The Small Business Resiliency Loan Program
Join us for a session on the Small Business Resiliency Loan program, a collaborative initiative developed in partnership with credit unions and The Small Business Resiliency Network (SBRN). This program is designed to meet the capital and credit-building needs of underserved communities. You will gain insights on the importance of credit union collaboration, community outreach, and legislative advocacy, and the ability of credit unions to have a transformative impact on the financial empowerment of underserved communities.