| San Francisco, California

Board of Directors and Supervisory Committee Conference - CANCELED

THIS CONFERENCE HAS BEEN CANCELED. PLEASE FIND DETAILS BELOW.

Note: This conference has been canceled. Please find more information on the Overview page.

Monday, April 27

  • 12:00 p.m. - 4:30 p.m.
    Early Registration

    Optional

  • 2:30 p.m. - 4:30 p.m.

    Gain the key information you need to sit for your NAFCU Certified Volunteer Expert (NCVE) certification at this optional workshop. Learn more

  • 4:30 p.m. - 5:30 p.m.
    NCVE Exam

    Optional

    If you've taken the pre-conference workshop, take the opportunity to sit for the NCVE exam and earn the valuable NAFCU certification to solidify your experience.

  • 5:30 p.m. - 7:00 p.m.

    Savor breathtaking views over San Francisco from the 32nd floor of the Westin St. Francis! The wraparound floor-to-ceiling windows will perfectly frame the party. You can enjoy cocktails and heavy hors d'oeuvres, all while you build stronger connections with your fellow attendees from credit unions across the country!

Tuesday, April 28

Growth Strategies / Utilizing Technology to Build Growth - Sessions begin at 8:00 a.m. and end at 2:15 p.m.
  • 7:00 a.m. - 9:15 a.m.
    Registration
  • 7:00 a.m. - 8:00 a.m.

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

  • 8:00 a.m. - 9:15 a.m.
    Spouse/Guest Breakfast
  • 9:30 a.m. - 1:30 p.m.

    Spouse/Guest program attendees meet for breakfast from 8:00 a.m. to 9:15 a.m., and then enjoy a delicious culinary tour of San Francisco! Learn more

  • 8:00 a.m. - 8:40 a.m.

    With upcoming national elections forthcoming, educating incoming legislators on financial services will be critical to the priorities of the credit union community. NAFCU President and CEO Dan Berger, recognized as one of the top association lobbyists in the country, will give personal insights into the political landscape of Washington DC and emerging trends affecting our industry.

  • 8:40 a.m. - 9:40 a.m.

    Credit union growth requires strategic considerations. Grow too quickly, and your credit union’s net worth may be adversely affected. Grow too slowly, and your credit union may struggle to keep up with changing member needs and new technology. So what should you focus on? Hear insights on market niches, acquisitions and determining the right metrics to boost your credit union's growth.

  • 10:00 a.m. - 10:45 a.m.

    You've heard artificial intelligence and big data are tools that, when harnessed correctly, can automate and improve your members' experiences.  These technologies are not just for the big guys; everyone can benefit when using the right partners to deploy solutions.  But first you need to understand your data and its capabilities, so it can be properly utilized to drive growth.

  • 10:45 a.m. - 11:30 a.m.

    No longer is the idea of merging, or a credit union buying a bank, or unheard of, especially since it can provide strong growth. Additionally, it can it be in the members’ best interest and can also provide additional opportunities for the credit union (i.e., new employee talent, increased capital, new business). However, there are also concerns, like the loss of community connection and identity which credit unions pride themselves on. Attend this session to hear the pros and cons of both mergers and buying banks.

  • 11:30 a.m. - 12:30 p.m.

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

  • 12:30 p.m. - 1:15 p.m.

    Fintechs are not viewed with the same apprehension as they were a few years ago, but that doesn't mean risk factors for credit unions has decreased. Engagement with fintech partners can grow business and build your brand. So, what factors should you consider when partnering with fintechs?  Hear key points on vendor due diligence, and website and in-branch experiences that can boost awareness and energize growth at your credit union.

  • 1:15 p.m. - 2:00 p.m.

    Do you know the basic questions you need to address regarding cybersecurity concerns at your credit union?  Where do you start? Gain insights on how to execute your duty to prevent operational weaknesses. You'll learn about the need for an ongoing information security awareness program, along with an adequate vendor management policy and program that takes into account data security risks. 

  • 2:30 p.m. - 5:30 p.m.

    Attendees can take a fantastic tour alongside their spouse/guests to see famous sights in San Francisco’s most popular neighborhoods. Learn more

    Note: Buses depart promptly at 2:30 p.m. . Everyone should meet in the lobby at 2:15 p.m. to board the buses.

Wednesday, April 29

Maintaining a Culture of Compliance / Focusing on Strategic Planning & Vision - Sessions begin at 8:00 a.m. and end at 2:30 p.m.
  • 7:00 a.m. - 8:00 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. - 9:15 a.m.
    Registration
  • 8:00 a.m. - 9:15 a.m.
    Spouse/Guest Breakfast
  • 9:30 a.m. - 2:30 p.m.

    Spouse/Guest program attendees meet for breakfast from 8:00 a.m. to 9:15 a.m., and then enjoy beautiful views aboard a San Francisco Bay cruise, followed by lunch in Sausalito! Learn more

  • 8:00 a.m. - 8:45 a.m.

    For more than a decade, the annual NAFCU–BFB Gallagher Executive Compensation and Benefits Survey has served as one of the leading sources of executive pay. Credit unions across the country, in all asset sizes, are surveyed on compensation and benefits for the CEO and top four executive direct reports. Hear details on the survey results and discover how credit unions are making informed decisions and documenting their due diligence. The survey also includes a look at budget data for board expenses.

  • 8:45 a.m. - 9:30 a.m.

    Our industry is seeing many millennials entering the CEO role with a desire to create robust board/CEO relationships that go above and beyond the historical norm of fiduciary oversight. You'll learn the relatively new practice of "trimodal governance," which increases the board's capacity to enhance your credit union via intellectual brainpower, rigorous discussion, a flowing dynamic, and conceptual thinking around the table. It's a fascinating way to create a competitive advantage at your credit union.

  • 9:45 a.m. - 10:30 a.m.

    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. So it’s essential that credit union boards and supervisory committee members understand new developments in this vital area, so you can manage compliance effectively.

  • 10:30 a.m. - 11:15 a.m.

    Good corporate governance demands that the board, supervisory committee and management understand their roles. But where does one role end, and the next one start? What are the boundaries and how can you monitor them? This session spells out the information that can’t be learned from a book. Get clear understanding on your role to monitor and understand your credit union’s financial condition. Listen to Matt Fullbrook describe more benefits you’ll get from this session.

  • 11:15 a.m. - 12:15 p.m.

    Energize for the second half of the day and build stronger connections with your peers from credit unions across the country. Plus join an interactive discussion for directors and supervisory committee members on issues facing the credit union industry and board of directors specifically.

  • 12:15 p.m. - 1:15 p.m.

    Gain knowledge of risk management basics and how they enable you to be vigilant in your board duties for years to come. Especially given the prevalence of data breaches, AML challenges, insider theft and bad actors' general desire to affect your reputation.

  • 12:15 p.m. - 1:15 p.m.

    Most credit unions tend to treat supervisory committee members as a group expected to pursue a uniform goal. But what is your duty? Gain insights on your role in this interactive session and explore the tensions of your position and the duties you must deliver upon. Listen to Matt Fullbrook describe more benefits you’ll get from this session.

  • 1:30 p.m. - 2:30 p.m.

    There’s a lot of research out there on corporate governance. During this session, learn the most important items that credit union boards need to know and how you can apply them at your credit union.

  • 1:30 p.m. - 2:30 p.m.

    As a supervisory committee member, you need to ensure you have the right information at the right time--without being overwhelmed. How do you make the most of the limited time you have together to be proficient as a group? Listen to Matt Fullbrook describe more benefits you’ll get from this session.

  • 3:30 p.m. - 5:30 p.m.
    NAFCU/PAC Event

    Invite Only

Thursday, April 30

Member Experiences - Sessions begin at 8:00 a.m. and end at 11:15 a.m.
  • 7:00 a.m. - 8:00 a.m.

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

  • 8:00 a.m. - 9:00 a.m.

    Every board is different, but reliable and researched “rules of thumb” have been shown to raise the performance of boards. Learn the best practices that are proven across a variety of board sizes and types. It's a great way to ensure you’re working smart and efficiently for your members and your credit union. Listen to speaker Tim Harrington describe more benefits you’ll get from this session now.

  • 9:00 a.m. - 9:45 a.m.

    New employee models, technology-driven member service solutions, modern branch design strategies…discover some of the industry's most successful practices, and what the most forward-thinking credit unions are planning to do next.

  • 10:15 a.m. - 11:15 a.m.

    Learn how to use the approach that decorated combat veteran Lt. Col. Jason Harris developed, which he calls No Fail TRUST™. You’ll benefit from the unique perspectives and examples he brings from his battlefield experience as you discover how to unleash your credit union’s untapped potential. Learn More