| New Orleans, Louisiana

52nd Annual Conference and Solutions Expo

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Monday, June 17

  • 2:00 p.m. - 6:00 p.m.
    Early Registration

Tuesday, June 18

Big Beginnings: Pre-Conference Sessions and Welcome Reception

Wednesday, June 19

Big Change: Emerging Trends | Big Talent: Attracting and Retaining the Best People.
  • 7:00 a.m. - 5:30 p.m.
    Registration Open
  • 7:00 a.m. - 7:45 a.m.

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

  • Enjoy a special greeting from NAFCU President and CEO Dan Berger as he welcomes you to New Orleans.

  • See the winners of NAFCU's 2019 Annual Awards competition, recognizing the outstanding contributions of six individuals and two credit unions. These honorees have made a difference in our industry - improving the lives of their members, their community, and their credit union. Each award recognizes Volunteer of the Year, Professional of the Year, CEO of the Year, and Credit Union of the Year in two asset categories

  • The annual NAFCU Services Innovation Awards honor partners that consistently demonstrate their commitment to bringing new, unique, and valued products to credit unions. These leaders are improving our industry by educating themselves on challenges specific to credit unions, leveraging their expertise and resources, and employing new technology and strategies to create real, effective solutions. 

  • Is your credit union ready to meet the challenges of the future workplace today? Opening keynote speaker Cheryl Cran will present the trends and technologies shaping the future of work. You’ll receive thought-provoking, immediately-actionable strategies you can take to establish buy-in and adaptability across your organization, so you can create successful organizational change. Learn More.

  • Morning Breakout Sessions
  • How are you identifying data to determine which products will serve the needs of new market segments? This analysis is critical to understand how new targets will actually become credit union members. Learn from a panel of experts how credit unions are strategically adapting their field of membership to help boost membership and their bottom line.

  • The competition for highly-effective CEOs is fierce. In this session, the latest survey results are revealed to help your credit union stay on top of what the market is doing to attract and retain the right executive talent.

  • In this session, participants will review key learnings from what Filene’s research says about the state of attraction and retention of young adults at credit unions.

    As Millennials and post-Millennials age into mature careers, new questions have emerged about what they value in their work and how organizations can best recruit and retain them. This curated cross-section of Filene’s research on young adults, will assist participants in understanding these demographic cohorts’ career expectations and workplace motivators. The research reveals how credit unions can win top young professional talent and strengthen the engagement and retention of high-performers.

    Covered Topics:

    ·  Credit union recruitment in a competitive labor market

    · Attracting and retaining young, high-potential employees

    · Diving headfirst into the (applicant) pool: how employee attraction impacts employee retention

  • Learn how to set your credit union up for success by investing in the people that will be leading the charge in the future. Uncover the steps your credit union can take today to ensure you have the right leaders of tomorrow.

    Covered Topics:

    • Onboarding and professional development plans
    • Benchmarking for job fit
    • Opportunities for Diversity and Inclusion
    • Assessments to identify leadership skill sets
    • Cultures that inspire high performance
    • Proactive recruitment

    Key takeaways:

    • Consider the leadership abilities your team might need for tomorrow’s opportunities and challenges
    • Identify if your credit union has the right strategies in place to compete for future talent
    • Understand some of the cultural requirements needed to develop tomorrow’s leaders

  • Many financial services providers are hesitant to service cannabis providers, fearing the federal cannabis prohibition would trigger liability under current money laundering laws. Hear from credit unions who are serving cannabis dispensaries, including lessons learned from the communities they serve.

  • Energize for the second half of the day, build stronger connections with your peers from credit unions across the country, and meet solutions providers who can solve your challenges and increase your efficiency.

  • Women spend less time in the workforce, generally earn less, and live longer than their male counterparts.  How does this translate to their retirement?  Learn about retirement savings challenges women face and what your organization can do to help.

  • Gain tools and tips from an expert in our Solutions Expo, during this mini session.

  • Afternoon Breakout Sessions I
  • CECL is one of single greatest challenges credit unions are facing today. What loan-level data have you begun to collect?  And, how do you react when the first attempt goes wrong?  CECL is on everyone’s mind. In this session, you’ll hear how credit unions are preparing.

  • As credit unions mature and serve more Americans, the risk of lawsuits increase. Learn about some of the most prominent areas credit unions are facing threats of lawsuits and what you can do to face these threats.

  • Today’s workplace is changing - sometimes drastically – and sometimes subtlety. But the changing landscape is creating new risks and opportunities for credit unions. This fascinating session will uncover trends and developments on the cutting edge.

  • Learn how to set your credit union up for success by investing in the people that will be leading the charge in the future. Uncover the steps your credit union can take today to ensure you have the right leaders of tomorrow.

    Covered Topics:

    • Onboarding and professional development plans
    • Benchmarking for job fit
    • Opportunities for Diversity and Inclusion
    • Assessments to identify leadership skill sets
    • Cultures that inspire high performance
    • Proactive recruitment

    Key takeaways:

    • Consider the leadership abilities your team might need for tomorrow’s opportunities and challenges
    • Identify if your credit union has the right strategies in place to compete for future talent
    • Understand some of the cultural requirements needed to develop tomorrow’s leaders

  • New description coming soon. 

  • Afternoon Breakout Sessions II
  • From new employee models to technology-driven member service solutions and one of the greatest multi-generational labor forces in history, the landscape of the work environment is rapidly transforming. As part of this transformation, credit unions will need to reimagine existing workspaces to be collaborative, supportive of social and environmental responsibilities, and provide more integrated and healthier employee experiences. Learn proven strategies on incorporating new design trends to create dynamic workspaces capable of satisfying a more demanding workforce and marketplace.

  • Today’s workplace is changing - sometimes drastically – and sometimes subtlety. But the changing landscape is creating new risks and opportunities for credit unions. This fascinating session will uncover trends and developments on the cutting edge.

  • The Gallup Research Group, the preeminent source of research on Employee Engagement reveals, 71% of employees are disengaged in their work.  Our own research in credit unions reveals, 84% of employees say they could perform significantly better, if they simply had the desire to do so.  If we are going to dominate on Brand and Member Experience, our credit unions must flip the flow!  In this session you will learn.

     • The primary factors that impact Employee Engagement
     • How to maximize Employee Engagement
     • Which factors minimally impact Employee Engagement (It is the ones we seem to spend the most time on!)
     • Receive concrete solutions to improve Employee Engagement so create a great Member Experience!

  • [Panel] Marijuana Banking: Risk versus Reward

    (session repeated from earlier)

    Many financial services providers are hesitant to service cannabis providers, fearing the federal cannabis prohibition would trigger liability under current money laundering laws. Hear from credit unions who are serving cannabis dispensaries, including lessons learned from the communities they serve.

  • 5:30 p.m. -7:00 p.m.
    NAFCU/PAC Event (invite-only)*

Thursday, June 20

Big Disruptors: Technology Now and Future Tech
  • 7:00 a.m. - 3:00 p.m.
    Registration and Information Open
  • 7:00 a.m. - 7:45 a.m.

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

  • 7:00 a.m. - 3:00 p.m.

    Spouse/Guest program attendees meet for breakfast from 7:00 a.m. to 9:00 a.m., and then: unforgettable experiences in New Orleans on amazing tours! Learn more.

  • Gain insights on the latest cybersecurity trends and recognize the controls you need to have in place to protect your credit union. You’ll hear about the latest successful strategies in vulnerability assessments and penetration testing, IT risk and control assessments, and more.

  • Artificial intelligence and machine learning are no longer confined to science fiction. Both are working their way through financial services and American society. This session will explore these developing areas and what they mean for credit unions when it comes to defending against ever-evolving fraudulent attacks.

  • Member behaviors are pushing credit unions to re-examine how they deliver technology. Consumers have come to expect offerings that are dynamic and serve them in a more personalized and efficient manner. Understand how harnessing the expansion of digital payments, cloud technology, FinTech, big data and analytics, AI and machine learning will keep you in the forefront of emerging technology trends.

  • Every organization must continuously transform itself to capitalize on the changing world around it. When faced with the challenge of disrupting Proctor & Gamble, the world's largest marketing company, Dustin Garis integrated lessons from his global expeditions, thousands of consumers, and thought-leaders from the most innovative Fortune 500 companies and entrepreneurial ventures. What he uncovered is a brand revolution that focuses on life-enriching experiences. Coined “LifeProfit,” this creates the single most desired brand engagements by consumers, and it’s the engine behind innovative work forces. He’ll take you on a fascinating journey, transforming the way you approach your brand... and your life. Learn more

  • Morning Breakout Sessions I
  • Short-staffed, budget-challenged tech departments have a lot on their plates right now as they juggle more devices and applications than ever before. Hear from a panel of credit union chief technology officers who will discuss the key challenges they are currently facing, and offer up some solutions for handling these obstacles.

  • Credit unions are competing with more technologically savvy industries to attract data- and technology-centric talent that deliver on strategies that will give you the competitive edge in the marketplace. Discover how to attract the tech talent your credit union needs to close the gaps and better serve members for the long-term.

  • Cyberattacks are becoming more prevalent and complex. Protecting your credit union’s reputation and assets is critical. Hear insights on how to develop a forward-looking cybersecurity strategy focused on staying ahead of current threats and protecting valuable data. Discover insights from our panel of experts and hear how your staff can effectively deal with next-generation threats.

  • New description coming soon. 

  • New description coming soon. 

  • Energize for the second half of the day, build stronger connections with your peers from credit unions across the country, and meet solutions providers who can solve your challenges and increase your efficiency.

  • Learn how a Fortune 500 company utilized human centered design to research Middle Market consumer needs, and financial institution needs, then coupled those insights with agile methodology to bring a new solution to credit unions and their members. Follow along on the journey as Securian listened to actual credit union members and executives to develop a minimum-viable-product (MVP) to begin testing into this market.   Hear first-hand which of the company's hypothesis proved right - which did not – and more importantly, how actual users have shaped each new release of the product.   The current digital platform looks different than the MVP – and they know it will look different 6 months from now.  Join a great discussion on how using test-and-learn methodology and member-centric, experience based design can maximize the results for your members – and for you. 

  • Gain tools and tips from an expert in our Solutions Expo, during this mini session.

  • Gain tools and tips from an expert in our Solutions Expo, during this mini session.

  • Afternoon Breakout Sessions
  • See Amazon-esque data lakes, analytics, micro-segmentation to create personalized member offers. CUs can brand and personalize personalized landing pages (PURLs) to drive engagement.

  • Credit unions are competing with more technologically savvy industries to attract data- and technology-centric talent that deliver on strategies that will give you the competitive edge in the marketplace. Discover how to attract the tech talent your credit union needs to close the gaps and better serve members for the long-term.

  • What are the big trends affecting credit unions and financial services? Credit unions that understand these megatrends can take advantage of opportunities, and side-step obstacles that may distract you from connecting with members.

  • It’s arguably never been more important for credit unions to be high performing and forward thinking. The uncertain environment in which we live and work continues to change at a fast pace and in ways never before experienced. What questions must we address today to help prepare, and shape our future?

  • 4:30 p.m. - 7:00 p.m.

    Board a private boat for a New Orleans cruise along the Mississippi River! You and your adult guests will glide by the spectacular New Orleans skyline and other beautiful landmarks during our excursion. Learn more.

Friday, June 21

Going Big: Strategies for Growth
  • 7:00 a.m. - 3:00 p.m.
    Registration and Information
  • 7:00 a.m.-7:45 a.m.

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

  • 7:00 a.m.-3:00 p.m.

    Spouse/Guest program attendees meet for breakfast from 7:00 a.m. to 9:00 a.m., and then: unforgettable experiences in New Orleans on amazing tours! Learn more.

  • New description coming soon. 

  • NAFCU/PAC White Hat Award
  •  Consumer trust has wavered with big banks allowing credit unions to step in and differentiate themselves in a variety of ways. Discover how credit unions are driving home innovative points of differentiation to foster growth.

  • Morning Breakout Sessions I
  • When it comes to pursuing member growth, one of the biggest mistakes credit unions make is continuing to do something because that’s the way it has always been done. New technologies, capabilities, and competitors pop up and create change for credit unions. It’s time to develop new approaches to utilize data and reevaluate processes and methods that can lead to sustaining growth.

  • Millennials now make up the largest portion of the American workforce. They present a massive opportunity for credit unions – not only as members, but also as credit union officials. Hear creative ways that credit unions are attracting millennials to both areas.

  • Thirty years ago, your brand involved your front-line staff. While that still applies, your credit unions “digital” brand interacts with more members and potential members. When members go online or to their phones, is your brand “up to snuff?” Walk away from this session able to assess how your credit union’s digital brand measures up.

  • BSA Training for Board of Directors

    (session repeats later this morning)

    Every NCUA examination addresses BSA issues. Maintaining compliance can be a challenge as bad actors utilize the same technologies credit unions use to prevent fraud. It’s essential that credit union boards and supervisory committee members understand new developments in this vital area to manage compliance effectively.

  • Morning Breakout Sessions II
  • New description coming soon. 

  • Millennials now make up the largest portion of the American workforce. They present a massive opportunity for credit unions – not only as members, but also as credit union officials. Hear creative ways that credit unions are attracting millennials to both areas.

  • New description coming soon. 

  • Thirty years ago, your brand involved your front-line staff. While that still applies, your credit unions “digital” brand interacts with more members and potential members. When members go online or to their phones, is your brand “up to snuff?” Walk away from this session able to assess how your credit union’s digital brand measures up.

  • BSA Training for Board of Directors

    (session repeated from earlier)

    Every NCUA examination addresses BSA issues. Maintaining compliance can be a challenge as bad actors utilize the same technologies credit unions use to prevent fraud. It’s essential that credit union boards and supervisory committee members understand new developments in this vital area to manage compliance effectively.

  • ● CEO Roundtable

    Join a CEO-only discussion on the top issues facing our industry.

    ● Board Chairs Roundtable 

    Join an interactive discussion for board chairs on issues facing the credit union industry and board of directors specifically.

    ● Compliance for Board Members Roundtable

    New description coming soon. 

    ● Remaining Relevant Roundtable: How to Define Critical Risks and Opportunities for the Future 

    The credit union board, supervisory committee and management all must work together to ensure your credit union can thrive and grow now and into the future. Join experts and peers to discuss risks and opportunities to remain the stand-out option for your members.

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

  • In an era of constant change, forward-looking thinking is critical to personal and professional success. Closing keynote speaker Simon Bailey will inspire to shift your thinking and ignite innovation in your credit union. You’ll learn how to embrace new methodologies to survive, compete, and thrive through the demographic, technological, and regulatory marketplace changes that affect your credit union today.  Learn More.

  • 2:45 p.m.
    Closing Remarks
  • 5:00 p.m. - 6:00 p.m.
    Networking Reception
  • 6:00 p.m. - 7:00 p.m.

    See Jim Belushi and The Board of Comedy perform at a live, private event exclusively for our conference attendees! You and your guests will enjoy loads of laughter as you close out the week with this comedy legend and his actor-friends. Learn more

*Additional fees apply. See registration page for pricing details.
This is a tentative schedule, subject to change as the program develops. Check back closer to the conference for specific session times.