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 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.

October 3, 2023

Time
Room Name
Session Information
11:15 am - 12:30 pm

Room 202ABC
Spokane Convention Center

Making Your Move: Analytics Prescribe Next Best Action for Credit Unions

Staying ahead of member sentiment is a lot like a game of chess. Winning requires a combination of strategic planning, tactical expertise, and emotional resilience. […]
(This Session Qualifies for a CPE Credit. Learn more here.)

Maggie Chopp
Sales Specialist
Trellance
David Deckelmann
SVP Operational CUSOs
Maps Credit Union
Brenton Paulsen
Data Scientist
Maps Credit Union
Patrick McElhenie
Chief Sales Officer
Trellance
11:15 am - 12:30 pm

206AB
Spokane Convention Center

Navigating the Current Economic & Market Environment

The discussion will center on current economic themes most affecting financial markets and the operating landscape for credit unions, including an assessment of what has already been priced into current valuations. […]
(This Session Qualifies for a CPE Credit. Learn more here.)

Jason Haley
Chief Investment Officer
ALM First
11:15 am - 12:30 pm

206CD
Spokane Convention Center

Developing an Impact Plan

In this workshop, we will roll up our sleeves to understand the opportunities within our industry to develop a more robust plan to deliver true impact to the community and the environment and benefit your organizations.
(This Session Qualifies for a CPE Credit. Learn more here.)

Kevin Wilhelm
Managing Principal
Point B
2 pm - 5 pm

Room 206AB
Spokane Convention Center

Transformative Leadership: Harnessing Emotional Intelligence, Leading Change, & Fostering Continuous Improvement

Transformative leadership is the ability to inspire people to achieve exceptional outcomes. It involves understanding what motivates people and helping them transcend personal fears to reach a desired state. In this class, you will explore three aspects of transformational leadership: emotional intelligence, change leadership, and continuous improvement. […]
(This Session Qualifies for a CPE Credit. Learn more here.)

Dr. Christina Perry
Director of Organizational Learning
Desha Matuska
Business Operations Manager
Peregrine

October 4, 2023

Time
Room Name
Session Information
10 am - 11:15 am

Conference Theater
Spokane Convention Center

How Generative AI Can Revolutionize Member Service for Credit Unions

Generative AI, such as ChatGPT, are powerful tools already beginning to revolutionize member service for credit unions. In this session, Eltropy SVP of AI, Murali Mahalingam, will discuss how Large Language Models (LLM) can create more personalized conversations, improve efficiency, and generate valuable insights.
(This Session Qualifies for a CPE Credit. Learn more here.)

Murali Mahalingam
SVP, AI Business
Eltropy
Ashish Garg
Founder & CEO
Eltropy
10 am - 11:15 am

Room 201ABC
Spokane Convention Center

Building Sound Hedging Practices: Fundamentals & Best Practices to Manage Volatility

Please join Leah Viault from Piper Sandler to discuss interest rate hedging strategies and best practices. She will discuss how the current environment is affecting balance sheets and walk through how credit unions can implement a hedging strategy unique to their institution. […]
(This Session Qualifies for a CPE Credit. Learn more here.)

Leah Viault
Managing Director of Financial Strategies
Piper Sandler Hedging Strategies
10 am - 11:15 am

Room 206CD
Spokane Convention Center

FedNow: The Future is Now

Together, we’ll walk through key considerations and decisions for your instant payments journey, wherever your starting point may be. Guiding the conversation with key insights and experience will be Joni Hopkins, vice president of the Federal Reserve’s Product and Relationship Management Group.
(This Session Qualifies for a CPE Credit. Learn more here.)

Joni Hopkins
VP, Product & Relationship Management Group
Federal Reserve Financial Services
10 am - 11:15 am

Room 206AB
Spokane Convention Center

Early Warning Economic Indicators that Can Lead to Bank Fragility

Please join Dr. Vange Hochheimer for a national and regional economic forecast and a review of crucial leading economic indicators that impact the banking sector and inform strategies for balance sheet management in credit unions. Dr. Hochheimer is a Professor of Economics and Finance at Whitworth University.
(This Session Qualifies for a CPE Credit. Learn more here.)

Vange Hochheimer
Professor of Economics and Finance
Whitworth University’s School of Business
10 am - 11:15 am

Room 207
Spokane Convention Center

Future-Proof Your Board: Best Practices in Board Succession Planning & Recruitment

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? […]
(This Session Qualifies for a CPE Credit. Learn more here.)

Deedee Myers
CEO
DDJ Myers
10 am - 11:15 am

Room 202ABC
Spokane Convention Center

AI-Driven Resilience: Member-Focused Lending for Credit Unions in Any Economic Climate

With high inflation and an uncertain economic climate, credit unions across the country are lending out and looking for more innovative lending processes to keep lending to their members when they face financial hardship. […]
(This Session Qualifies for a CPE Credit. Learn more here.)

Mike De Vere
CEO
Zest AI
11:30 am - 12:30 pm

Room 205
Spokane Convention Center

The Post-Pandemic Economy’s Payments Evolution & Security Revolution

Cyber threats have evolved since the pandemic, with bad actors simultaneously targeting online and offline payment vulnerabilities as our daily lives return to a blend of in-person and e-commerce experiences.
(This Session Qualifies for a CPE Credit. Learn more here.)

Dustin White
Head of US Risk
Visa
11:30 am - 12:30 pm

Room 207
Spokane Convention Center

Credit Union Philosophy 101

While our products may look similar to what banks offer, the philosophy of the Credit Union Movement couldn’t be more different. […]
(This Session Qualifies for a CPE Credit. Learn more here.)

Andrew Downin
Chief Strategy & Growth officer
Vantage West Credit Union
Nic Redavid
Vice President Branch Manager
Meridian Trust Federal Credit Union
Brian Lee
CEO
Landings Credit Union
Ning Duong
Senior Vice President, COO
Credit Union West
11:30 am - 12:30 pm

Room 201ABC
Spokane Convention Center

Subordinated Debt – Leverage and Growth for Success

Deposit flows are often unpredictable and typically rush in at a time when loan volume begins to fall. This creates various challenges for credit unions as earnings decline while the balance sheet swells, which typically results in net worth pressures. […]
(This Session Qualifies for a CPE Credit. Learn more here.)

Mark DeBree
Managing Principal
Catalyst Strategic Solutions
1:30 pm - 2:45 pm

Room 205
Spokane Convention Center

Tech Trends and User Experience: How to Win Gen Z Loyalty

Join us for an insightful panel discussion on “Tech Trends & User Experience: Engaging and Acquiring Younger Members in the Digital Age”. In this session, we will explore how credit unions can leverage sleek digital experiences to engage and acquire younger members effectively. […]
(This Session Qualifies for a CPE Credit. Learn more here.)

Harrison Hochman
Co Founder, CEO
Sparrow
1:30 pm - 2:45 pm

Conference Theater
Spokane Convention Center

Legal Update from Farleigh Wada Witt

In this legal update, the Farleigh Wada Witt team of experienced legal experts discusses the latest developments and changes in compliance standards that directly impact credit union professionals. […]
(This Session Qualifies for a CPE Credit. Learn more here.)

Hal Scoggins
Attorney
Farleigh Wada Witt
Brian Witt
Shareholder, Attorney
Farleigh Wada Witt
Kelley Hodney
Regulatory Compliance Attorney
Farleigh Wada Witt
Mark Robey
Attorney
Farleigh Wada Witt
1:30 pm - 2:45 pm

Room 201ABC
Spokane Convention Center

Serving the Underserved | Relationship-Based Lending for Financial Inclusion

During this session, we’ll discuss the important role credit unions play in protecting their members’ financial futures, driving financial inclusion, and improving the well-being of underserved communities. […]
(This Session Qualifies for a CPE Credit. Learn more here.)

Seth Brickman
CEO & President
QCash Financial by Alloya
1:30 pm - 2:45 pm

206CD
Spokane Convention Center

An Effective Hybrid Work Strategy: Achieving the Benefits of Regular, In-Person Collaboration 

As more credit unions center on a hybrid workplace strategy, it’s important to stay focused on the promised benefits of working in an office. These include facilitating collaboration, sparking creativity and innovation, growing careers, and empowering employees to deliver on the credit union’s mission. […]
(This Session Qualifies for a CPE Credit. Learn more here.)

Mark Alguard
President
Momentum

October 5, 2023

Time
Room Name
Session Information
10 am - 11 am

Room 102ABC
Spokane Convention Center

The Connector’s Way

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. […]
(This Session Qualifies for a CPE Credit. Learn more here.)

Patrick Galvin
Speaker, Author, Co-Founder, & Coach
The Galvanizing Group
10 am - 11 am

Conference Theater
Spokane Convention Center

Buy Now, Pay Later as Part of Your Growth Strategy

This presentation will cover some of the leading consumer trends credit unions need to incorporate into their growth strategies. Discover how Buy Now, Pay Later can play a key role, walk through a use-case demonstration, and wrap up with an audience discussion. […]
(This Session Qualifies for a CPE Credit. Learn more here.)

Lisa Santana
Director, Product Management
Co-Op Solutions
10 am - 11 am

Room 205
Spokane Convention Center

Advanced Leadership Program Spotlight

Experience a dynamic and motivating session at the Advanced Leadership Program Spotlight, where notable credit union professionals demonstrate their journey of accelerated leadership growth through their participation in this unique program in partnership with GoWest and DDJ Myers. […]
(This Session Qualifies for a CPE Credit. Learn more here.)

Deedee Myers
CEO
DDJ Myers
10 am - 11 am

Room 206AB
Spokane Convention Center

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. […]
(This Session Qualifies for a CPE Credit. Learn more here.)

NancyRae Kjelgaard
Associate Regional Director
NCUA
Amy Hunter
Director, WA CU's
DFI
Marie Corral
Chief Examiner
Arizona Department of Insurance & Financial Institutions
John Trull
Vice President of Regulatory Affairs
GoWest Credit Union Association
Katie Averill
Director of Commerce and Superintendent
Iowa Credit Union Division
10 am - 11 am

Room 207
Spokane Convention Center

Tales from the Cybersecurity Darkside

In this session, you will engage with a former US Air Force Cybersecurity professional who spent the 1st 20 years of her career defending our nation from attackers like China, Russia, and Iran. We will examine real challenges faced by credit unions in the ever-changing and challenging cybersecurity landscape to include data on what happens when credit unions fall prey to ransomware attack and fraud. […]
(This Session Qualifies for a CPE Credit. Learn more here.)

Jen Anthony
Vice President of Cybersecurity and Risk
Think|Stack
11:15 am - 12:15 pm

Room 206AB
Spokane Convention Center

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. […]
(This Session Qualifies for a CPE Credit. Learn more here.)

Patti Perkins
Director
ID Department of Finance
Janet Powell
Director
OR Department of Finance
NancyRae Kjelgaard
Associate Regional Director
NCUA
Katie Averill
Director of Commerce and Superintendent
Iowa Credit Union Division
Mark Valente
Financial Services Commissioner
State of Colorado
John Trull
Vice President of Regulatory Affairs
GoWest Credit Union Association
11:15 am - 12:15 pm

Room 202ABC
Spokane Convention Center

Standing Out From the Crowd in an Age of Uncertainty

The only thing we feel certain about these days is that uncertainty is here to stay. With increasingly frequent extreme weather events, ongoing supply chain challenges, and continued economic volatility, it can feel hard to proactively pursue a growth-oriented focus.
(This Session Qualifies for a CPE Credit. Learn more here.)

Kerala Taylor
Senior Marketing Manager, Co-Owner
PixelSpoke
Dave Drouin
Chief Creative Officer, Co-Owner
PixelSpoke
11:15 am - 12:15 pm

Room 205
Spokane Convention Center

Expanding Rural Access to Financial Services

Learn about best practices for serving rural communities. Credit union leaders who have launched solutions to local challenges will share about innovative rural programs, products, and services.
(This Session Qualifies for a CPE Credit. Learn more here.)

Nathan Cape
President, CEO
Minnequa Works Credit Union
Helen Mickel
President & CEO
Tongass Federal Credit Union
Ethan Morriss
EVP/Chief Lending Officer
Frontier Credit Union
Ken Olson
President & CEO
Old West Federal Credit Union
11:15 am - 12:15 pm

Room 102ABC
Spokane Convention Center

Building Trust & Communication in the Boardroom

Building trust among board members, the CEO, and key executives is essential for credit unions to reach their full potential. This session includes improving healthy communication in the boardroom and provides tools for board members to be more strategic with problem-solving discussions. […]
(This Session Qualifies for a CPE Credit. Learn more here.)

Connie Miller
CEO
Credible Advantage
1:15 pm - 2:30 pm

Room 206CD
Spokane Convention Center

Embracing Diversity & Inclusion: The Power of Hispanic Outreach for Financial Inclusion & Organic Membership Growth

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.
(This Session Qualifies for a CPE Credit. Learn more here.)

Victor Miguel Corro
CEO
Coopera Consulting