Featuring a dynamic and inspiring mix of learning, networking, and fun, the Fall Leadership Conference is coming to you this September. Get excited for our array of dynamic keynote speakers, activities, and Happy Hour events with your fellow credit union friends and colleagues. We can’t wait to see you there.
Guests are welcome to enjoy all sessions and networking events offered during Fall Leadership Conference. The single exception is Solutions Snapchat, which is for members only.
Our lodging code has expired. Room rates are now subject to availability, please call Seven Springs for current pricing.
Reservations Numbers: 800-452-2223 or 814-352-7777, ext. 7009. Fax: 814-352-2010
Refund Policy: If registration is cancelled no later than August 26, a full refund (minus a $50 service charge) will be issued. No refunds will be issued after August 26. Lodging reservations should be cancelled directly with Seven Springs Resort.
1:00 – 5:00 p.m. Registration
3:00 – 4:00 p.m. Opening Keynote | Clarify, Connect, Profit, with Kate Delaney
4:00 p.m. Seven Springs Check In
5:00 – 7:00 p.m. Dinner
7:00 – 9:00 p.m. Brewpub Fest (Foggy Brews)
8:00 a.m. – 1:00 p.m. Registration
9:00 a.m. Welcome and Announcements; CU Ambassador Speaks
9:00 – 10:30 a.m. General Session | Dare to Matter, with Pete Smith
10:45 – 12:00 p.m. Breakout Sessions
John Giordano — Examining the Credit Union Mortgage Industry in a Post-Pandemic Environment
1:00 – 4:00 p.m. Guest Activity — Bingo
1:00 – 3:00 p.m. Solutions Snapchat
3:15 – 4:15 p.m. Breakout Sessions
Starla Honea — Does Your Technology Align with Your Strategy?
5:00 – 7:00 p.m. BBQ Dinner
7:15 – 9:15 p.m. CrossState Foundation Viva Las Vegas
8:15 – 9:15 a.m. BSA for Volunteers, with Joanne Broderick
9:30 a.m. Guest Activity
9:30 – 11:00 a.m. Closing Keynote Speaker | Growth 2022 and Beyond, with Gene Marks
Forget the lousy hand we were all dealt. Moving forward and creating momentum are critical now more than ever. Kate Delaney’s, Deal your own Destiny shows you how to challenge the status quo, embrace change, and create more leverage in the credit union space.
1. Attracting raving fans with tools and techniques to create more engagement with members, employees, and colleagues.
2. Digging deeper on your Wow. What makes the business unique, how to leverage it and spread the word.
3. Mentors and mentees make the world a better place. How to utilize the talent all around you.
It took over 500 rejections, but she shattered the glass ceiling and became one of the first women to ever host a solo syndicated sports talk show. Kate’s hosted shows on the NBC Sports Radio Network, the CBS Sports Radio Network and the number one rated station in the country WFAN in New York City.
Kate has most recently served as a keynote speaker and consultant for companies including Deloitte, Cisco, Exxon/Mobil, Stanley Oil and Gas, Forbes, UPS, Fox, AT&T, Kraft, Macy’s, National Petroleum Energy Credit Association, NJ Credit Union League, Peach State Federal Credit Union and many more. She also gave a Ted style talk at the Forbes Insider’s Summit. Her keynotes and deeper-dive workshops are described as inspirational, engaging, funny and filled with actionable and implementable content.
She is the author of five books including her best-selling business book published by Forbes, Deal Your Own Destiny: Increase your Odds, Win Big and Become Extraordinary.
Kate is the Past President of the National Speakers Association in Dallas, Texas. She is most proud of working with Children International. Helping several families in Ecuador, around the world and here in the United States. Fun fact: Kate’s an avid golfer, and brags about 7 hole-in- ones, too bad they were all in a clown’s mouth for a free mini golf game.
The keys to maximizing contributions, igniting inspiration, and boosting culture, morale and performance exist not just within a burning desire to achieve individual and organizational success and happiness. Rather, it is evident when we willingly choose to pursue a challenging, unpredictable, and unapologetic life of significance.
Enjoying a successful career over the past 24 years, Pete Smith is an international
speaker and coach in the fields of leadership, management, personal growth and
Pete is the author of 44 Books, 43 of which have never been written.
The one that he did write, called Dare to Matter, reached the following milestones:
- #1 Best Seller in the Human Resources and Personnel Management category
- #2 Best Seller in the Business Motivation and Self-Improvement Category
He is a 1-time winner of the Father of the Year award… as voted on by his kids.
He was forced to return the award when his boys’ saw a picture of him and his wife
at Disneyland… without them.
Residing in NC, Pete is husband to his wife, Whitney, (a fellow redhead), father of
two boys, Finnegan and Declan (also redheads), and owner of Rogan, the Irish
Setter. (Yes, even Rogan has red hair.)
The family’s desire to become more diverse led them to rescue Tigger, their
Watching the English and the Irish play together peacefully has restored his faith in
Business leaders are facing many issues this year as they emerge from the pandemic, including inflation, supply chain plus labor shortages – and mid-term elections which will impact future policies are looming.
So what does this mean for your credit union, your members, small businesses and your community? What new issues will we be facing? What investments should we be making? How will the economy fare? How will the mid-term elections impact your operations? What are smart leaders around the country doing to navigate growth and profitability over the next two years?
On average, credit unions have just over 20% of auto loan debt with even lower penetration in unsecured loans and credit cards. This means that your members have 80% of their debt somewhere else, and despite credit unions having better rates, they are losing marketing share. Meanwhile, fintechs are seeing exponential growth. These direct-to-consumer fintech lenders are using one of two strategies: they are either embedded at the (e-commerce) point-of-sale or they leverage personal finance platforms such as Credit Karma and NerdWallet to harvest demand while creating exceptional user experiences that convert applicants into loans despite high interest rates. Join this session to hear from CEO and Founder of Clutch, to learn how to implement these strategies and provide solutions that allow credit unions to recapture members debt.
New Board Members are required to have Financial Literacy training to ensure they understand the financial statements of the credit union and make informed decisions for the membership. During this session, attendees will learn about the balance sheet, income statement, financial ratios, and risks to credit unions. Board Members have many responsibilities when they are elected to represent members of the credit union. During the governance portion of the session, we will discuss what that means.
Though we are inherently know that a data breach is bad, sometimes it is useful to talk about WHY it is bad. The cost of a breach can be so much more than just perpetrating some sort of fraud or hard costs that come along. Is this breach a one-time event or does this represent something more systemic within your environment? Join us as we talk frankly about the financial costs of a breach, the loss of trust within the community, the downtime during forensics, insurance costs, employee turnover, reputation issues, legal costs, regulatory costs, and organizational changes. The goal is to further understand the risks so that the CU can take the appropriate steps to mitigate them.
Credit Unions continue to face a rapidly changing geopolitical landscape and volatile economic environment. These top-of-mind concerns underscore the need for credit unions to ensure they have enough capital to withstand a wide range of shocks. We’ll review how to identify key vulnerabilities through stress testing and how those results can influence strategic and capital planning.
Zach Englert is a Consultant with the Abrigo Advisory Team, helping provide institutions with real-time solutions in the form of applicable credit risk management strategies and regulatory compliance. Zach routinely speaks at conferences and webinars covering current events and the impact on community financial institutions’ portfolios. By working with hundreds of clients each year, he stays on the front lines of credit risk management. Zach received his bachelor’s degree and MBA in finance from Piedmont College.
Strategic planning is mostly lacking from most CUs under $100M. Even larger ones resort to the same pablum year in, year out. What is clear is that the CU industry keeps shrinking, is under attack from myriad competitors including Fin Techs, and still suffers from a general lack of understanding vs. banks. Simply, it’s becoming more difficult for smaller credit unions to compete.
The choice is clear for many: merge, die, or… focus on creating a unique, distinct brand and market position with a laser focus on highest propensity market segments within the FOM.
Moving beyond digital engagement, learn how one PA credit union delivers the experience members demand.
What to know before you evaluate new technology. Learn from an expert in the industry who has helped over 100 CU’s change software over the past 15 years. This interactive session will provide you with the information you need to know about the credit union software industry and how to prepare your team for your next due diligence cycle.
This topic will elaborate on the Credit Union mortgage industry in a post pandemic environment. The Credit Union mortgage industry is undergoing a period of normalization after the COVID pandemic. We need to recalibrate expectations following an extraordinary and very unexpected period of growth in 2020 and 2021. The circumstances that brought credit union mortgage lenders to pronounced profitability were unique and will be very unlikely to occur again. As the Housing and Real Estate environment continues to transform, identifying production volume and interest rate stabilization will be key and Credit Union mortgage lenders need to better understand how they can offer their members more competitive mortgage products and services.