CEOs and Senior Executives Conference

Start your day with hot breakfast, and the opportunity to build stronger connections with your peers from credit unions across the country.

NAFCU President and CEO Dan Berger and SVP of Government Affairs Greg Mesack, will give personal insights into the political landscape of Washington DC. They'll also review NAFCU’s latest legislative and regulatory advocacy actions to protect and advance credit unions.

We'll see more change in every industry in the next 10 years than we've seen in the last 100 as transformation and disruption sweeps the world.

Every company is faced with the rapid emergence of new competitors, significant new business models, more challenging consumers, the acceleration of science a race to the pricing bottom, and a transition to the speed of innovation that will define their future. How do you get ahead? By turning on your innovation engine, firing your creativity thrusters, and strapping in for a rocket ride into your faster future.

In this keynote, futurist and innovation expert Jim Carroll shares the insight that he's gained by spending the last 25 years with a relentless focus on what turns organizations into high-velocity innovation heroes. None other than NASA has invited Jim in – twice – to share his insight on innovation strategies.

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 In this interactive discussion, our panel of experts will dive into everything you need to know about the future of banking, including innovation, AI, FinTechs, Open Banking, Banking as a Service (BaaS), and more.

NAFCU has expressed concerns to the Federal Reserve over the proposed changes to the interchange regulation and how it could affect credit unions. Find out what this new interchange regulation means for you and how you should prepare.

Vice Chairman Kyle S. Hauptman joined the NCUA in December 2020 and has outlined his priorities as (1) managing the fallout from the COVID-19 pandemic and economic crisis; (2) promoting innovation and expansion of technology to further financial inclusion; and (3) aligning incentives to ensure that the agency is focusing on more problematic credit unions while reducing burden for well-run institutions, including expanding extended exam cycles to more well-run credit unions. Join the Vice Chairman and NAFCU President/CEO Dan Berger for a Q&A on challenges facing the credit union industry and potential opportunities for credit unions to innovate and grow.

Energize for the second half of the day and build stronger connections with your peers from credit unions across the country.

Credit unions are experiencing outflows of cash to crypto exchanges as digital assets and technologies advance quickly. The NCUA recently released guidance for credit unions on partnering with third-party digital asset service providers.  Discover strategies to help you adapt to, and take advantage of, this growing sector.

Advancements in technology and a digital infrastructure have opened the door to new opportunities in branching. During this session, you'll hear branch strategies from our panel of experts on pushing the envelope in digital transformation. 

What will the market bear in terms of housing prices, interest rates, wages, labor markets and auto sales as we move past the pandemic? Join audience favorite Elliot Eisenberg, known as the Bowtie Economist, as he takes a look at key economic indicators and discusses how you can start preparing to weather the upcoming economic storm.

Join your peers for an early evening reception that highlights Key West's unique culture and location. We'll enjoy cocktails and hors d'oeuvres.

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Start your day with hot breakfast, and the opportunity to build stronger connections with your peers from credit unions across the country.

Credit usage is expected to increase but how will inflation and new COVID variants affect lending? As pandemic related debt forbearances end, what are the risks to your portfolio? In this session, you'll understand the current state of lending and forecast your lending opportunities and risks.

Consumers are recovering from a pandemic, and for many, financial problems brought on by COVID-19. During this session, you'll review the top five consumer behavior trends and what that means for your credit union.

Back by popular demand, this interactive session will explore the future of the workplace, the great resignation, and how the pandemic has shaped the new workforce. You'll also gain insights into fostering a diverse workplace to encourage innovation and strengthen your mission and values.

Interactive discussion with NAFCU EVP & COO and NAFCU Services President covering the results of the recent CEO survey. Then join us for an open discussion on industry insights and growth trends that affect you.

Board Member Rodney E. Hood served as the NCUA’s eleventh Chairman until January 25, 2021. He has spent much of his time at the NCUA focused on capital reform, modernizing field of membership requirements, and promoting financial inclusion, including through the agency’s new ACCESS Initiative. Join NAFCU President/CEO Dan Berger and Board Member Hood for this fireside chat.

Energize for the second half of the day and build stronger connections with your peers from credit unions across the country.

Our exciting networking events will allow you to experience Key West's unique culture and history from different while connecting with other credit union leaders. Previous events have included a Napa vineyard tour, an Everglades airboat safari, and golf at some of the country’s top courses.

Two Tour Options:

1. Catamaran Tour: boarding starts at 2:00 p.m.

2. Key West Cocktail Experience Tour: meet in the hotel lobby at 2:15 p.m.

Start your day with hot breakfast, and the opportunity to build stronger connections with your peers from credit unions across the country.

Overdraft protection has been a frequent hot topic in the news for years. Now we’re seeing big headlines once again, but the press is portraying a myopic view of the big picture. Overdraft services will always play a fundamental role in consumers’ lives given the immediate liquidity it affords them. The question is how to provide these services responsibly, compliantly, and most importantly: how to best offer the right liquidity options for consumers—and ensure they have the ability to repay the overdrawn balance as well as the ability to afford the fees. Velocity CEO and attorney Christopher Leonard is one of the industry’s foremost experts on this topic. In this session, Christopher will discuss the latest regulatory thinking on the topic, dispel the myths covered in the big headlines, and share actionable strategies for providing short-term liquidity so everybody wins: the regulators, credit unions and your members.

“The Great Resignation” in 2021 led many employees to re-think where, how and why they work. And with the continued movement of empowerment for employees, retention is more critical than ever. Don’t forget the importance of great middle managers! Sadly, only 35% of managers are engaged while at work. This session will explore ways to improve engagement within the management team and what those ways look like for your employees.

To ensure you're the disruptor versus the disrupted, you must understand societal shifts and instill a culture of creativity around them. This session looks at key future trends and their impact on your industry and organization. Erik Qualman provides the roadmap for your organization’s digital transformation by means of design thinking. Leap over the pitfalls of incremental change and land on a foundation of progressive and practical innovation principles. Future forward!