52nd Annual Conference and Solutions Expo

Gain information on defense issues, learn best practices, and network with other defense credit union leaders. Learn more.

Workshop Sponsor: BFB Gallagher

Earn your NAFCU Certified Volunteer Expert (NCVE) certification at this optional workshop. Learn more.

Workshop attendees can earn their NCVE designation after taking and passing the optional certification exam. Learn more.

Explore the cuisine of New Orleans on your own, or alongside peers and solutions providers.

Presented By: Allied Solutions | CUNA Mutual Group | Mastercard

The reception we’re working on will showcase delicious cuisine, fun vibes, and a unique environment—all while you build stronger connections with your fellow attendees from credit unions across the country!

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. 

Keynote Sponsor: Franklin Madison

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.

Session Sponsor: Securian Financial Group

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.

Download session presentation

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

Download session presentation

(Session repeats in afternoon)

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

Download session presentation

(Session repeats in afternoon)  

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.

Download session presentation

Student loans and student loan refinancing have become a beneficial consumer lending asset for credit unions, providing an open door to acquiring younger members. The long-term relationships with these prime borrowers extend beyond the student loan itself. Lewis Goldman, CMO of LendKey, will lead attendees as they learn about the market opportunity for continued lending to these prime borrowers. Learn more about private student loan opportunities including surprising repayment and delinquency data and case studies from credit unions currently active in student lending.

Download session presentation

Being an informed fiduciary and ensuring that you’re familiar with what’s really involved in administering your 401(k) retirement plan is a BIG deal!  It’s the first step in managing your plan effectively and minimizing risk for your credit union and board. In this session, we’ll reveal the top 10 most challenging areas of retirement plan administration, along with providing insight into best practices in retirement plan administration from an institutional fiduciary.  We’ll share real-world examples that illustrate how to avoid key stumbling blocks.

Download session presentation

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.

(Session repeats later) 

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.

Download session presentation

(Session repeated from earlier)

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

Download session presentation

The war for talent becomes more fierce as we crest the wave of talent transitions. It is imperative that credit unions uncover their succession development blindspots at the board, CEO, and executive levels. It is time for boards to grab the succession development reins and implement meaningful and long-lasting change.

During this session, learn succession planning blindspots revealed in recent data and common misunderstandings, policies and practices with unintended consequences, and unaddressed realities that have an outsized impact on succession development.

Most importantly, you’ll walk away with the action steps you need to address succession development successfully and on a regular basis.

Download session presentation

New description coming soon. 

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.

Download session presentation

(Session repeated from earlier)

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.

Download session presentation

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!

Download session presentation

(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.

Transportation: Transportation to/from the event at the WWII Museum will be provided from/to all three conference hotels -- Hilton New Orleans Riverside, Omni Riverfont, and Hampton Inn & Suites -- between 5:00 p.m. and 9:00 p.m.

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

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.

Download session presentation

Hear from Mastercard's Senior Vice President of Economic and Market Insights, Bricklin Dwyer. Synthesizing insights from the billions of transactions Mastercard processes, coupled with survey estimates across different payment forms, Bricklin integrates global economic, financial markets, and policy trends with his knowledge of consumer behavior. You'll hear from him about the latest macro trends and insights on:

• Consumer spending 
• Card usage 
• Mortgage lending 
• Auto lending 
• Fundamental economic indicators

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.

Download session presentation

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. 

Session Sponsor: DefenseStorm

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.

(Session repeats later)

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.

Traditionally, credit unions have taken the tact of investing in the latest and greatest technology tools in an effort to find the silver bullet that will prevent the next generation of cyber attacks. In this session, we will discuss a more pragmatic approach that acknowledges the realities of the unique threats faced by credit unions while offering a roadmap or journey to better safety & soundness. The emphasis here is on continuous improvement and monitoring of controls  rather than the magic wand today that will prevent problems tomorrow.

Download session presentation

Watch as we learn what a typical cardholder's day looks like from the time they start their morning, until they finish dinner at night. 

• Does their daily experience include YOU? 
• The role the issuer plays in providing the right product set 
• How to increase your business's bottom line 
• Removing friction and Enhancing the cardholder experience to create loyalty

Download session presentation

Session Sponsor: BFB Gallagher

Download session presentation

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.

Proud Supporters: Ascensus | Q2 | Triad Financial Services

With the help of our Preferred Partners and attendees, we will build and donate 200 tote bags to Bastion, a non-profit organization that supports returning warriors and families through their transition from military service.

Visit the following locations to pick up the supplies, and then drop off your completed tote bag at the final location!

Directions for the bag build:

1. Receive a bag from the starting location at the NAFCU Lounge (booth 900).
2. Visit booth 143 for one package of hand wipes and one sponge.
3. Visit booth 151 for one roll of saran wrap and one box of Ziploc bags.
4. Visit booth 121 for one box of tissues and one package of hand towels.
5. Drop off the completed bag at booth 106!

About Bastion:

Bastion, a 501(c)(3) nonprofit organization, supports returning warriors and families through their transition from military service and beyond by providing a healing environment within an intentionally designed neighborhood. Residents live alongside retired military and civilian volunteers.  They have the opportunity to participate in programs to build their skills and ease their transition.

There are 58 homes located within Bastion’s community. Their approach restores families, reduces stress at home, and expands social networks to strengthen resilience.

Bastion was made possible with seed funding from the Bob Woodruff Foundation and Wounded Warrior Project.

Learn how a 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. 

Download session presentation

Auto sales declined in 2018 for the first time since the Great Recession. Yet, many CUs are seeing spectacular growth in their auto loan portfolio. What is their secret? Proper risk-based pricing, says Matt Roe of Open Lending. The problem is that too many CUs do not segment their risk-based pricing models effectively and as a result they are turning away some of their most profitable members and not pricing their loans competitively. Find out how some of the top CUs are generating yields 4-6 times on their net ROA using the strategies Matt Roe outlines in this powerful session. 

Download session presentation

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

Download session presentation

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.

Download session presentation

(Session repeated from earlier)

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.

Session Sponsor: Solar Mosaic

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.

Download session presentation

Many credit unions see a need to broaden their consumer loan portfolio to increase asset classes and gain new, younger members. These young borrowers look to robust digital lending platforms for a quick, efficient, and seamless borrowing solution. Credit unions can stay competitive by enhancing their member experience to include digital lending options, but need to decide how they bring this digital experience to market. 

Christian Widhalm, SVP of Lender Partnerships at LendKey, will lead attendees through the options of “buy, build, or partner”, when credit unions are pursuing a digital lending strategy.

Download session presentation

Session Sponsor: The Clearing House

Over the years, the Federal Reserve has worked alongside the industry to pursue real-time, safe, highly secure, efficient, broadly inclusive and ubiquitous payment services in the U.S.  During this session, attendees will learn about the efforts of industry work groups focused on real-time payments, the Fed’s initiatives to assess any needed improvements to its services in pursuit of real-time payments, and the collaborative work to identify and mitigate payment security risks. Hear from the Federal Reserve on how you should prepare for the future of the U.S. payment system.

Download session presentation

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.

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

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.

NCUA’s Chief Accountant Alison Clark will provide an overview of CECL, including common questions from credit unions, examiner expectations, and a brief overview of the WARM method (Weighted Average Remaining Maturity).

Download session presentation

 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.

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.

Download session presentation

(Session repeats later this morning)

This fast-paced talk will cover myths and realities of Millennials, the generation born between 1980 and 1994. Millennials are a demographic that’s rapidly maturing in terms of economic strength, social influence, and political power. Your credit union must “speak to them” to assure relevancy as well as to the emerging generations that follow them. Do we place too much emphasis on this demographic? Or should credit unions constantly be evolving to address the needs of emerging markets?

Download session presentation

To date, research shows that 924 credit unions have a 90% or higher loan to share value ratio. To help combat this issue our panelists will be discussing tactics to help institutions grow their deposits and build a compelling lending portfolio that stands out against the competition, drives new loans and a more compelling service for members.

Download session presentation

(Session repeats later this morning)

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.

Download session presentation

(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.

Download session presentation

Many large banks already have large intelligent automation programs in progress, including hundreds of live software robots and some thousands of them. Mid-sized banks and credit unions are starting to follow suit. Intelligent automation leverages robotic process automation, artificial intelligence and imaging technologies to complement or replace humans in clerical office tasks and, with modest investments and on-going costs, deliver significant benefits such as reduced lead times, increased member experience, reduced or contained costs, reduced merger integration time and costs, and reduced errors. Paybacks within 6 to 12 months and ROI well over 100% are typical. Learn about intelligent automation concepts, trends, use cases, case studies and best practices in this session so you can understand how to get started leveraging this powerful set of solutions.

Download session presentation

(Session repeated from earlier)

This fast-paced talk will cover myths and realities of Millennials, the generation born between 1980 and 1994. Millennials are a demographic that’s rapidly maturing in terms of economic strength, social influence, and political power. Your credit union must “speak to them” to assure relevancy as well as to the emerging generations that follow them. Do we place too much emphasis on this demographic? Or should credit unions constantly be evolving to address the needs of emerging markets?

Download session presentation

As new generations continue to mature into the financial marketplace, the demand for a digital-first customer experience has risen to the forefront. Is there still room for direct marketing to have a seat at the table? 

Yes, and data shows that the key to success is an omni-channel approach that engages your members in an integrated landscape of direct and digital communication. 

In this session, learn the effects of digital and direct mail strategies on audience engagement; mail myths; direct mail's a place in our digital world, and why Millennials and iGens enjoy receiving mail more than we may think; and how direct and digital can work together.

You'll walk away knowing what omni-channel marketing really is, and how it differs from multi-channel approaches.

Download session presentation

(Session repeated from earlier) 

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.

Download session presentation

(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.

Download session presentation

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

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

Download session presentation

New session description coming.

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.

Download session presentation

Brought to You By: CO-OP Financial Services

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

Keynote Sponsor: VISA

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.

Download presentation

Presented By: PSCU

Join us for a beautiful closing reception before the comedy event to network with your peers and colleagues.

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.