MAXX Agenda Day Four

Breakfast Grab N’ Go
Until 8:30 a.m. PT

Leading Lights Panel Discussion
Keynote

Regulator Dialogue #1 (NCUA, WA, AZ, CO states ONLY)
Breakout Session

The Connectors Way
Breakout Session

Technology has made communication across time and space easier than ever before, yet loneliness is at an all-time high. There is also growing concern about artificial intelligence taking away jobs. Fortunately, success is within our control.   Drawing on his popular relationship-building parable, “The Connector’s Way,” and experience working with credit union professionals, Patrick Galvin offers thought-provoking examples and practical strategies to nurture the transformative power of genuine connections. These are the connections that lead to personal growth and the success of your credit union.   In this presentation, you will discover actionable ideas for building relationships. From cultivating a strong support system to fostering collaborative partnerships, these strategies will help you achieve a higher level of personal fulfillment and professional achievement.

Buy Now, Pay Later as Part of Your Growth Strategy
Breakout Session

This presentation will cover some of the leading consumer trends credit unions need to incorporate in their growth strategies and how Buy Now, Pay Later can play a key role. The session will cover developments in Buy Now, Pay Later, a use-case demonstration, and audience discussion.

Accelerating Loan Growth through Fintech Partnerships
Breakout Session

With fintechs attracting consumers due to their ease and convenience – it’s really no surprise that credit unions are turning to fintech partners to help grow their loan portfolio. Additionally, fintech partnerships can help members save time, money and make better financial decisions without having to ramp up credit union staffing or expensive infrastructure. This panel will highlight the unique perspectives from a credit union leader and fintechs who are working towards building successful and sustainable partnerships.

Future Proof Your Board: Best Practices in Board Succession Planning and Recruitment
Breakout Session

How do you successfully diversify your board and, at the same time, attract top-qualified talent? How do you ensure your board is representative of your current and future membership? Receive concrete strategies for identifying, recruiting, and retaining directors that you can implement right away. Learn about board assessments and building an “ideal” director profile, and hear case studies of successful boards.

TBD
Breakout Session

Break

The Role of Social Media in Bank Failures
Breakout Session

Regulator Dialogue #2 (NCUA, OR, ID)
Breakout Session

Advocacy Toolbox Workshop
Breakout Session

Direct to Consumer Auto Lending
Breakout Session

TBD
Breakout Session

Expanding Rural Access to Financial Services, Expanding Rural Access to Financial Services
Breakout Session

Learn about best practices for serving rural communities from credit union leaders who have launched innovative solutions to local challenges. Learn about best practices for serving rural communities from credit union leaders who have launched innovative solutions to local challenges.

TBD
Breakout Session

Lunch

Economic Adaptation
Roundtable

TBD
Roundtable

Embracing Diversity and Inclusion: The Power of Hispanic Outreach for Credit Unions’ Financial Inclusion and Organic Membership Growth
Roundtable

In this roundtable discussion, industry expert Victor Miguel Corro, CEO of Coopera Consulting, will bring you along as you delve into the compelling reasons why Hispanic outreach is crucial to credit unions’ mission of financial inclusion and their organic growth in an increasingly multicultural environment. Discover how credit unions can align their mission with the unique needs and aspirations of the Hispanic population, create tailored solutions that address the diverse financial needs of Hispanic individuals and families, and explore how outreach can contribute to organic growth, increased market share, and enhanced member loyalty.  From targeted marketing campaigns to inclusive product offerings, our panelists will share best practices and success stories to inspire credit unions to embark on their journey toward greater diversity, inclusion, and financial empowerment.

CU Community Roundtable: Engagement Strategies
Roundtable

Being in the Credit Union Movement not only means giving back to the community but also being part of it — but how do you do that well? Earlier at MAXX, Patrick Galvin presented seven rules from his book, “The Connector’s Way,” where he shared practical strategies to nurture the transformative power of genuine connections. In this roundtable session, you will journey alongside Galvin and CU community leaders as you discover how to build more engaged, authentic, and meaningful connections within your community. Galvin offers conceptualized ideas for various approaches to attracting and fostering great relationships using seven simple yet powerful rules for building business. This moderated peer-to-peer discussion will expose you to new ways of thinking to help elevate your engagement strategies and ultimately better serve all members of your community.

Best Practices for Project Implementation Including Vendor Management
Roundtable

Advocating Like A Legislator
Roundtable

The Systemic Impacts of Climate Change on the Credit Union System
Roundtable

Break

My Pride (Broadway Record-Breaking Lion King): Mastering Life’s Daily Performance
Keynote
Alton Fitzgerald White

After more than 4,000 performances as Mufasa in “The Lion King” on Broadway, Alton Fitzgerald White knows a thing or two about performing at a high level consistently. In this talk, he shares the secret to staying engaged and avoiding burnout or boredom: Service. See how redefining what service means can help you stay grounded and achieve your impossible dreams.

MAXX Celebration & Awards Cocktail Reception

MAXX Celebration & Awards Dinner