Pre-Conference WorkshopEarn Your Financial Literacy Training CertificateEarn Your BSA Training CertificateEarn CPE CreditsNCVE logo

Presented by Anthony Demangone, NCCO, Executive Vice President and COO, NAFCU

Take the opportunity to earn or recertify your NAFCU Certified Volunteer Expert designation. Plus you'll receive our bestselling handbook containing key, easy-to-find information to help you perform your duties. Learn more

Washington UpdateEarn CPE Credits

Presented by B. Dan Berger, President and CEO, NAFCU

There's been a lot of change in Washington, D.C., and that also affects the Federal Reserve and Consumer Financial Protection Board (CFPB). Discuss the potential impact on your credit union and learn about the economic and operational trends you’ll need to pay attention to in 2018 and beyond.

Board Fiduciary Duties – Where Things Go Off the Rails

You have numerous duties as a board member, and sometimes it's easy to get distracted. Yet no matter what, your fiduciary duties are among the highest that must be adhered to. We'll examine those responsibilities, situations where they're often not adhered to, and show you the best ways to ensure you stay the course.

Cyber Security for Board MembersEarn CPE Credits

Almost every week, there's news of a new data breach. And everyone always has the same question: why didn't the organization breached do more to prevent it? Here's what you need to know about cyber security from a board angle, and what questions you need to be asking your credit union teams.

CEO Succession Planning Best Practices

All too often, organizations—including credit unions—wait until their CEO resigns or retires to start thinking about how to replace that person. By then it's too late. The process is reactionary instead of proactive, and the organization suffers as a result. Learn why and how you should create a succession plan, groom a successor, and more.

Key Questions to Ask If You Want to Survive

Presented by Anthony Demangone, EVP and COO, NAFCU

Due to FinTech, payments, and the expectations of millennials, our industry has never been in more flux. Explore and define the questions your credit union needs to be asking—and answering—to ensure it stays relevant in the face of three important principles:

  • Change is always happening
  • The great organizations embrace change
  • The best organizations do everything they can to control their future

Financial Literacy Mastery

Satisfy your NCUA financial literacy requirement by taking your knowledge of financial statements to the next level. You’ll learn how to read balance sheets, key ratios, and income statements, plus explore asset liability management (ALM) principles and bonding requirements.

Succession Planning: How to Set Up a Pipeline of Future Board Talent

You and your board work hard to set your credit union up for success. So you understandably want to ensure your board is always in good hands as experienced volunteers leave and new ones come aboard. Gain best practices for identifying and training new board talent ahead of time, so new people can make a positive impact without your board skipping a beat.

BSA 2018 Update

Criminals are always looking for new institutions to launder money through. Help stop them—and satisfy your Bank Secrecy Act (BSA) training requirement—with this overview of the Act itself, the requirements for credit unions, and the role you play as a board member.

Examiner Expectations for the Supervisory CommitteeEarn Your BSA Training CertificateEarn CPE Credits

Solidify your knowledge of supervisory committee duties and get your supervisory training certificate. You'll take an in-depth look at topics such as: the NCUA exam, work planning, minutes and meetings, the committee charter, and member verification. You'll also cover monitoring the annual audit and addressing member complaints.

Board Self-Evaluations: Essential to Governance

The board evaluates the CEO. And the CEO or her direct-reports manage the assessments of the rest of the staff at the credit union. But who evaluates the board? It’s up to the board to take a realistic look in the mirror and see what’s working and what needs improvement. It’s an extremely beneficial process that is much less intimidating than it sounds.

Emerging CU Risks of the FutureEarn Your BSA Training CertificateEarn CPE Credits

Credit union risks are evolving. Is your credit union ready for a negative news story, or a new FinTech competitor poaching your most profitable members? It's important you be prepared to manage them from a supervisory committee perspective. You'll learn the latest in cybersecurity, rules impacting compliance risks, and more.

Board Governance Essentials: Becoming a Better Board MemberEarn Your BSA Training CertificateEarn CPE Credits

A board member’s duties can seem overwhelming and far reaching. In this course you'll learn the fundamental duties of a board and the best ways to carry them out. You'll also cover functions that boards often become involved in that have little benefit, or even have a negative impact on the credit union. Conversely, you'll explore what very effective boards do to make the best use of their time and how they guide their credit unions to become most beneficial for the membership.

Pardon the Interruption: The Bank of the Future

This fast-paced and candid session explores various components of what the financial industry of the future will look like, including the branch of the future, the impact of mobile payments, and the impact of FinTech on the banking industry. It's vital information that will help you prepare your credit union for the next wave of success, and keep you relevant for years to come.

The Missing Elements of Your Strategic PlanningEarn CPE Credits

The industry is constantly changing. Is your strategic plan changing with it? This session will look at and examine the missing elements in strategic planning. You'll take back tools to make your sessions more impactful, and create meaningful changes to the strategic planning process.

TakingPoint® Leadership

In his powerful keynote, Brent Gleeson will draw connections between his battle-tested military experience and your role, to teach you how high performance teams in any environment can achieve their goals. Learn more