Monday, Aug. 28
7:00-8:00 a.m.: Breakfast provided by hotel
8:15 & 8:30 a.m.: Busses to take attendees from hotel to American Heritage FCU training facility
9 a.m. Welcome
9:15 a.m. Opening session – New and Next Ideas to Grow Your Top Line, Bottom Line, and Member Value Line, Jeff Rendel CEO Succession planning
~10:00 a.m. Leadership and Staffing Panel
11-11:15 a.m. Break
11:15 a.m. Best Practices Panel: Attacking Compliance from all Angles
Noon: Lunch & networking
1 p.m. Afternoon General Session: Strong Niche, Strong Credit Union, Scott Butterfield
~2 p.m. Afternoon Keynote: C(EO) You Later: Time to Find a Successor, Jeff Rendel CEO Succession planning
3-3:15 Networking Break
3:15 p.m. Afternoon General Session: Let’s Attract Some New Members, Scott Butterfield
4 p.m. Roundtable Dialogue With Full Group
~4:30-5 p.m. Adjourn for the day, busses return to hotel
7 p.m.: Dine arounds (optional)
Attendees will have the opportunity to sign up for small-group dinners or social outings with other credit unions to continue networking and learning from each other.
The sign-up sheet will be placed at the opening networking reception on Sunday evening, registration at the conference center on Monday morning and throughout the day, and in the lobby of the hotel after the educational sessions end on Monday afternoon.
Attendees will be responsible for dinner/beverage costs. CUNA will be available to help coordinate travel to the chosen destinations.
Tuesday, Aug. 29
7:00-8:00 a.m. Breakfast: At hotel
9 a.m. Opening Panel Session – Level up your lending game
10 a.m. General Session: Contract Negotiations: How to Get Those Vendors Under Control, Maple Street
~11:15 a.m.: Technology Panel
Noon: Lunch, networking, and vendor visits
New and Next Ideas to Grow Your Top Line, Bottom Line, and Member Value Line
Jeff Rendel
How do dozens of unique credit unions expand revenue, scale productivity, and boost profits? These new and next ideas can help your credit union increase income, streamline delivery, and maximize your members’ experience and loyalty. The top line is the new bottom line, but only when operations are efficient, and service is at its finest. These next practices from credit unions nationwide provide functioning ideas that you can implement right away, allowing your credit union to continue moving forward for its members.
Leadership and Staffing Panel
Facilitator:
- Jordan Burroughs, MD DC CUA
Panelists:
- Lori Herrick, Manchester Municipal FCU
- Lily Newfarmer, Tarrant County’s CU
- Ashley Pittsnoggle, Chen-Del-O CU
- John Bratsakis, president/CEO, MDDCCUA
Attacking Compliance from all Angles Panel
Facilitator:
- Judy Britt, compliance, Credit Union League of Connecticut
Panelists:
- Lisa Jester, president/CEO Credit Union of Maryland
- John Kutchey, NCUA regional director, eastern region
- Nicola Foggie, Chief Regulatory Officer, CrossState Credit Union Association
Strong Niche, Strong Credit Union
Scott Butterfield
During this session Scott will illustrate the importance of a strong niche to a small credit union’s success. Having a clearly defined target market allows a credit union to provide unmatched service, even in the face of resource constraints and competition from other financial institutions.
C(EO) You Later: Time to Find a Successor
Jeff Rendel CEO Succession planning
Succession planning doesn’t end when a new CEO is hired or appointed. The CEO transition process is equally, if not more, important to maximize your new CEO’s chances for success. Designing a plan for CEO succession and transition involves: your Board; incoming CEO; and, at times, outgoing CEO. A comprehensive checklist for a successful CEO transition is significant to address culture, expectations, contracts, feedback, relationships, and roles. Transitioning to a new CEO is an exceptional opportunity for a Board to continue ensuring the finest leadership for the credit union’s members and professionals.
Let’s Attract Some New Members
Scott Butterfield
During this session, Scott Butterfield will outline member acquisition strategies that will ensure new faces continue to appear at your doors, whether that’s your brick-and-mortar or virtual branch.
Level up your Lending Game
Panel discussion: How successful lenders from small credit unions fortify and grow their loan portfolios
Facilitator:
Panelists:
- Mira Ness, NYU FCU
- Maggie Pope, Mountain Valley FCU
- Kathy Chartier, Members CU
Contract Negotiations: How to Get Those Vendors Under Control
Maple Street
One of the keys to financial strength is keeping your costs under control so that you can invest resources into strategically important areas of the credit union. During this session you will learn best practices for re-negotiating some of the largest line items in your budget.
Technology Panel
Facilitator:
Panelists:
- Keith Dunlap, TruStage
- Jeff Goff, WSSC
- Dave Obarowski, Spirit Financial CU, Google Analytics, Eltropy, Webchat
Rooms can be booked under a special group rate of $147 at the Radisson Hotel Philadelphia Northeast, 2400 Old Lincoln Highway, Trevose, PA 19053. The deadline to book rooms is August 10, 2023, book quickly as rooms may sell out.
Hotel Phone: 215-638-8300
Please call the reservation phone number listed above and mention group code 2308CU to receive the special rate.
