CPEGoWest Credit Union Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.”

Click here for a breakdown of CPE Credit info.

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October 14, 2024

Time
Location
Session Information
1 pm - 2:30 pm

Summit 8-9

Unlocking Excellence: Transforming Training and Growth with Proven Strategies

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.

Lori Benton
VP of Learning and Cultural Enrichment | Ent Credit Union
Breakout Session Speaker
Jayme Cole
Education Resource Advisor
Breakout Session Speaker
Marnie Gerkhardt
Director of Learning Innovation | Ent Credit Union
Breakout Session Speaker
Austin Kaiser
Education Resource Advisor | Ent Credit Union
Breakout Session Speaker
1 pm - 2:30 pm

Summit 2-3

Green Lending: What, How, and Especially Why

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.

Becca Albright
Client Growth Executive | Velera
Breakout Session Speaker
Dan LeFree
President and CEO | Community 1st Credit Union
Breakout Session Speaker
Terri Mickelson
CEO | Clean Energy Credit Union
Breakout Session Speaker
Geoff Bullock
President and CEO | Harborstone Credit Union
Breakout Session Speaker
1 pm - 2:30 pm

Crest 3-5

Looking Ahead to 2034: Economic Trends & Future Opportunities for Credit Unions

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.

Michael Steinberger
Dean and Chief Academic Officer | Pomona College
Breakout Session Speaker
3 pm - 4 pm

Crest 3-5

Legal Update: Session 1

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.

Kelley Hodney
Attorney & Shareholder | FWW
Breakout Session Speaker
Hal Scoggins
Attorney & Shareholder | FWW
Breakout Session Speaker
Justin Whitesides
Attorney | FWW
Breakout Session Speaker

October 15, 2024

Time
Location
Session Information
11 am - 12 pm

Summit 10-11

Using Internal Talent Mobility to Create Long-Term Leadership Excellence

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.

Curtis Viggers
Senior Executive Benefits Specialist | TruStage
Breakout Session Speaker
Danielle Scodellaro
Executive Benefits Consultant | CUNA Mutual Group
Breakout Session Speaker
11 am - 12 pm

Summit 8-9

Uncap Your Potential: Mental Fitness for Purpose-Driven Leadership

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.

Abby Havermann
Teacher of Unlearning
Breakout Session Speaker
11 am - 12 pm

Summit 6-7

Repositioning Your Balance Sheet in a Post-Pandemic Environment

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.

Scott Hildenbrand
Chief Balance Sheet Strategist and Head of the Financial Strategies Group | Piper Sandler
Breakout Session Speaker
11 am - 12 pm

Summit 4-5

Regulator Dialogue 1 (NCUA, WA, AZ)

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.

Amy Hunter
Director of Credit Unions | Washington State Department of Financial Institutions
Breakout Session Speaker
11 am - 12 pm

Crest 3-5

All AI Is Not the Same

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.

Mike de Vere
CEO | Zest AI
Breakout Session Speaker
1:30 pm - 3 pm

Summit 2-3

Robotic Process Automation: A Case Study from WSECU

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.

Judith Henderson
Chief Technology Officer | WSECU
Breakout Session Speaker
Melissa Wolff
VP of Operations Support and Payment Services | WSECU
Breakout Session Speaker
4 pm - 4:45 pm

Summit 8-9

Navigating Emerging Fraud Trends with the U.S. Secret Service

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.

Jordan Huntzinger
U.S. Secret Service Special Agent
Breakout Session Speaker
Jay Vancik
Assistant to the Special Agent in Charge | Denver Field Office
Breakout Session Speaker
4 pm - 4:45 pm

Summit 4-5

The State of the Auto Lending Industry & Forecasts for 2025

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.

Brenda Lund
Director, Client Experience | Origence
Breakout Session Speaker
Brad Delcamp
Regional VP, Lender Client Experience | Origence
Breakout Session Speaker

October 16, 2024

Time
Location
Session Information
1 pm - 2 pm

Summit 4-5

The Economy, the Markets, and Credit Union Financial Performance

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.

Steven Houle
VP/CCO Advisory | Catalyst
Breakout Session Speaker
1 pm - 2 pm

Summit 8-9

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.

Patti Perkins
Director | Idaho Department of Finance
Breakout Session Speaker
Janet M. Powell
Chief of Regulation and Supervision, Credit Union Program | Oregon Department of Consumer and Business Services, Division of Financial Regulation
Breakout Session Speaker
Mark Valente
Financial Services Commissioner | State of Colorado
Breakout Session Speaker
1 pm - 2 pm

Summit 6-7

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.

Jeff Rendel
Certified Speaking Professional
Breakout Session Speaker
1 pm - 2 pm

Crest 3-5

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.

Kelley Hodney
Attorney & Shareholder | FWW
Breakout Session Speaker
Hal Scoggins
Attorney & Shareholder | FWW
Breakout Session Speaker
Justin Whitesides
Attorney | FWW
Breakout Session Speaker