MAXX CPE Credit Information

Join us to unlock excellence in your employee life cycle while elevating your organization’s learning culture and engagement. This session will provide valuable insights and actionable strategies whether you’re looking to increase retention using intentional onboarding, to refine your training programs, to develop leadership skill development programming, or to maintain a strong culture of learning.

This session qualifies for CPE Credit.

Panelists will share their expertise, insights, and experiences regarding the market, challenges, and opportunities of “green lending.” You will learn how green lending, which includes the financing of climate-centric home improvement projects such as solar panels, battery storage, heat pumps, HVAC systems, and products such as electric autos and bicycles, resonates with many of your existing and potential members.

This session qualifies for CPE Credit.

Join Dr. Michael Steinberger, Associate Professor in the Department of Economics at Pomona College and Dean of WCMS, for a data-driven discussion on where the U.S. economy is heading in the next 10 years and the corresponding threats and opportunities for credit unions. The underlying demographic and economic trends that will shape the financial services industry of the future will be unpacked, and historical episodes that have affected and shaped banks, savings and loan associations, and credit unions will be explored. We’ll look at and analyze how current trends may drastically alter financial services operations in the coming decade.

This session qualifies for CPE Credit.

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.

Research shows that a culture of “internal mobility” can help employers develop and retain better leaders who drive growth. This session will help your credit union break out of a top-down, pyramid-shaped succession plan and create a program that engages, retains, and develops your best talent.

This session qualifies for CPE Credit.

The human brain is the most complex technology available, but we’ve never been given a manual for it. In this 60-minute session, participants will learn the three mental muscles necessary to install an operating system for success in challenging times as well as learn strategies for shifting your brain and body from stress to ease and action.

This session qualifies for CPE Credit.

Join Scott Hildenbrand, head of Piper Sandler Financial Strategies, for a discussion on positioning your balance sheet for 2025 and beyond. Years of a pandemic environment, an unprecedented 500bp rate hike, and major bank failures have all led to financial institutions hitting the reset button to reassess their balance sheet risks in the new normal. During this session, you’ll learn about considerations for repositioning and resizing your balance sheet, review executed transaction case studies, and share how your ALCO/board can prepare today to take action. Hildenbrand will share market updates to contextualize the ideas and help management teams prioritize things that add value to their franchise.

This session qualifies for CPE Credit.

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.

Artificial Intelligence is the hot, new buzzword being thrown around in financial services, but many people don’t understand how AI is different from machine learning or Generative AI. In this session, you’ll learn about the different types of artificial intelligence and how they apply in the financial services industry. Mike de Vere, CEO of Zest AI, will show how AI and machine learning can help credit unions better detect first-party, third-party, and synthetic fraud. You’ll learn how Generative AI is a game changer for credit unions, allowing you to get instant insights into your lending portfolios, analyze performance benchmarks, and access critical information from internal reports and documents – all with simple, natural human language prompts.

This session qualifies for CPE Credit.

Join WSECU’s Judith Henderson, Chief Technology Officer, and Melissa Wolff, VP of Operations Support and Payment Services, as they share highlights from their credit union’s journey to understand and implement robotic process automation. Hear about lessons learned, strategies for success, and opportunities to implement cutting-edge technology that delivers value and service to membership. During this session, you’ll have the opportunity to ask questions, share input from your credit union, and uncover new ideas to take back to your organizations.

This session qualifies for CPE Credit.

This session will provide valuable insights into emerging threats such as social engineering and ATM jackpotting. You will learn about external and internal cybersecurity challenges and gain actionable strategies to effectively prevent fraud. This is an opportunity to hear firsthand experiences from the field and enhance your credit union’s defenses against financial crimes. The session will conclude with Q&A time, allowing for an interactive and informative discussion.

This session qualifies for CPE Credit.

Join us for insightful exploration as we delve into the current landscape of auto lending, examining key trends, challenges, and opportunities shaping the industry today. Industry experts will analyze recent developments in consumer behavior, regulatory changes, and technological advancements influencing lending practices. You will hear forecasts and projections for 2025, providing invaluable insight for stakeholders looking to navigate and capitalize on the evolving auto lending market. Whether you are a lending professional, CEO, or other functional area leader, this session promises to equip you with strategic knowledge essential for future planning and decision-making in the dynamic world of auto lending.

This session qualifies for CPE Credit.

Join us for insightful exploration as we delve into the current landscape of auto lending, examining key trends, challenges, and opportunities shaping the industry today. Industry experts will analyze recent developments in consumer behavior, regulatory changes, and technological advancements influencing lending practices. You will hear forecasts and projections for 2025, providing invaluable insight for stakeholders looking to navigate and capitalize on the evolving auto lending market. Whether you are a lending professional, CEO, or other functional area leader, this session promises to equip you with strategic knowledge essential for future planning and decision-making in the dynamic world of auto lending.

This session qualifies for CPE Credit.

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.

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.

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.