A Special Thanks to Our Sponsors
You’re invited to the premier conference for credit union professionals and volunteers, Fall Leadership Conference is designed to provide insights, guidance, and innovation to move your credit union forward. Between dynamic keynote presentations and informative breakout sessions — including required annual training — this event is designed to prepare your current and future leaders for anything the ever-changing financial environment may throw at them. Adding to the fun is CrossState Credit Union Foundation’s annual Viva Las Vegas Nite where you’re playing casino games without the risk of losing your own, hard-earned money. Don’t miss out on the fun, laughs, and education of Fall Leadership Conference.
Fall Leadership Conference will return to the scenic Seven Springs Resort in Seven Springs, PA. This year’s event will be held from September 7-9, 2023.Register Here
Reserve Your Hotel Room
To reserve rooms at Seven Springs Resort under the group rate, call Group Reservations at: 855-332-1601, referring to code B7SPCU23. Deadline to book rooms is Friday, August 11, 2023.
$229/room/night – single occupancy
$279/room/night – double occupancy
$329/room/night – triple occupancy
$379/room/night – quad occupancy
Standard Pricing (Begins August 19)
Members Under $50m – $370 | Members Over $50m – $470
Emerging Leaders Special Rate – $245 (please contact Tyler Staley for access to this rate)
Guest Registration – $250
Exhibitor Pricing: $1,500
- Registration for 2 company representatives
- Table-top display at Solutions Snapchat
- Attendee registration list
- Access to keynote and breakout education sessions
- Invitation to Summer Send Off and CrossState Foundation’s Viva Las Vegas Nite
Check out the Solutions Snapchat Guide
Contact Sarah Roman for additional information.
Our Sponsors for This Year:
Check out the Sponsorship Guide
Contact Sarah Roman for additional information.
Summer Send Off Event
Before we pack up for the cooler weather, kick off Fall Leadership Conference at our Summer Send Off event to celebrate summer and enjoy catching up with colleagues over your favorite backyard summer games.
This event, held Thursday night, will feature the annual corn hole tournament, other fun yard games like giant Jenga and ladder toss, and plenty of refreshments and food. Come flex your competitive muscles!
Viva Las Vegas
We are again holding the popular Viva Las Vegas Nite during Fall Leadership Conference! The Monte Carlo-style event will raise money for the Foundation with blackjack, craps, and more. Play your heart out without the risk of losing your own money.
Sponsorships for this event are now closed.
Thursday, September 7
1:00 – 5:00 p.m. Registration
3:00 – 4:00 p.m. Harmony in Purpose – Rich Jones
4:00 p.m. Seven Springs Check In
5:00 – 7:00 p.m. Dinner
7:00 – 9:00 p.m. Summer Send Off
Friday, September 8
8:00 a.m. – 1:00 p.m. Registration
9:00 a.m. Welcome and Announcements, CU Ambassador Speaks
9:15 – 10:15 p.m. Recruit, Retain, Mentor and Motivate – Shari Storm
10:30 – 11:30 a.m. Breakout Sessions
1:00 – 3:00 p.m. Guest Activity – Bingo
1:00 – 3:00 p.m. Solutions Snapchat
3:15 – 4:15 p.m. Forum
5:00 – 7:00 p.m. Dinner
7:15 – 9:15 p.m. CrossState Foundation Viva Las Vegas
Saturday, September 9
9:00 – 10:00 a.m. Financial Literacy Training – Greg Westwood
10:15 – 11:15 a.m. BSA Training – Joanne Broderick
Harmony in Purpose: Cultivating Cultural Alignment at YOUR Credit Union
Rich Jones, Founder/Principal of Leading2Leadership LLC
Discover a vital secret to a credit union’s success in this inspiring and thought-provoking presentation on cultural alignment. Rich will unveil the power of shared values, member-centricity, and diversity as he explores how organizational culture shapes every aspect of the credit union’s journey. In this fun and engaging presentation, we will see how culture can celebrate your commitment to members and the community while embracing technological advancements that lead to a prosperous future for your credit union. This presentation will motivate each attendee to continue contributing to your credit union’s shared values and mission as you strive for excellence and positive impact.
Recruit, Retain, Mentor and Motivate in this Crazy Job Market
Shari Storm, CEO of Category 6 Consulting
The labor shortage – especially with young people – does not appear to be getting better any time soon. How can you recruit and retain talent when you don’t have the budget to pay what your competitors can? How can you make your organization more attractive to great employees within your current limitations? This lively, funny, interactive presentation gives straight-forward, applicable advice on how to build a reputation of being a place people want to work. This stand-out session shares strategies on building morale, mentoring rising stars, and keeping teams motivated over the long marathon that our jobs often are. And best of all, the advice is immediately actionable.
Financial Literacy Training
Greg Westwood, Senior Manager of CrossState Solutions
Joanne Broderick, Senior Manager of Compliance at CrossState
Credit union volunteers are required to complete annual Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) training. While the board of directors of a credit union may not require the same degree of training as operations personnel, their training should provide board members with sufficient understanding of the credit union’s risk profile and Bank Secrecy Act (BSA) regulatory requirements. Without a general understanding of the BSA, it is more difficult for the board of directors to provide adequate oversight of the BSA/AML compliance program, including approving the written BSA/AML compliance program, establishing appropriate independence for the BSA/AML compliance function, and providing sufficient BSA/AML resources. The board of directors and senior management should receive foundational training and be informed of changes and new developments in the BSA, including its implementing regulations, the federal agencies’ regulations, and supervisory guidance.
Key Steps to Mortgage Success for Credit Unions
John Giordano, First Heritage
There are key elements that Credit Union management should focus on to create a thriving home finance business. Credit Unions that successfully take hold of home lending business have huge potential for growth. To succeed, Credit Unions must do what many other lenders have failed to effectively accomplish.
Refresh – The Latest in Branch Transformation
Glenn Grau, PWCampbell
Modernizing your branches to best serve your multi-generational member, both existing and potential, is crucial in today’s competitive environment. How your branches look says a lot about your brand, your financial stability, and your commitment to the community. It can also play a key role in employee recruitment and retention. But what if a complete remodel or full-on renovation isn’t in the budget? Many credit unions are finding themselves in this predicament which is why “Refresh” has become a recent answer. This session will cover exactly what Refresh is and why it’s become a major strategy in a credit union’s retail branching strategy, the latest approaches for implementation, what elements constitute a refresh vs a remodel, and proven tiering initiatives to ensure a successful outcome that is right for your budget. Attendees will also review peer case studies that demonstrate the benefit of integrating technology into the branch as part of the refresh process, including the successes and the pitfalls.
You don’t need to spend thousands and thousands of dollars to “refresh” a branch. By the end of this session, you will know how to improve and modernize your retail branch network and increase profitability at fraction of the cost of a complete overhaul.
Innovation Gone Bad
Bill McKenna, The McKenna Network
Innovation is supposed to be a good thing – right? Let’s take a light-hearted look at some innovations that have not worked out so well. You’ll be shocked, awed and amused. What were they thinking?
We will also identify essential pitfalls to avoid when identifying and introducing new products and services. Change and innovation are continually happening, and credit unions must be ready to quickly adapt.
We will explore some of the essential things to consider and that are required for a seamless product implementation, penetration and ongoing communication. If not executed correctly, what seems like a good plan on the surface may hurt your brand and ability to deepen relationships.
Future-Proofing Your Credit Union: A Web-First Approach to Your Strategic Planning
Craig Kazda and Eric Kazda, Founders of QNTM
Online-centric institutions are outperforming traditional counterparts. Major institutions are integrating the web into their strategic plans, resulting in increased membership. Consumer trends are driving the demand for a seamless banking experience.
Learn from two industry experts about the evolving digital landscape, how other institutions are adapting, and the actionable tips and techniques you can implement to elevate your credit union’s approach. Take a Web-First approach to your strategic plan.