| Key West, FL or Virtual

CEOs and Senior Executives Conference

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Signature Sponsor:

NAFCU CEO and Senior Executives Conference - Mastercard - Signature Sponsor

Tuesday, May 11

  • 4:30 p.m.- 5:30 p.m.

    Before we kickoff the conference, join your peers for a networking happy hour at the hotel’s Sunset Pier. We'll enjoy cocktails, hors d'oeuvres, and music. You’ll also be able to check-in for the conference and pick up your badges

Wednesday, May 12

  • 8:00 a.m. - 3:30 p.m.
    Registration Desk Open

    In-Person Only

  • 8:00 a.m. - 9:00 a.m.

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

  • 9:00 a.m. - 9:30 a.m.

    Welcome and Washington Update with NAFCU President and CEO B. Dan Berger & EVP of Government Affairs and General Counsel Carrie Hunt.

  • 9:30 a.m. -9:45 a.m.

    Join NCUA Chairman Todd Harper for this informative regulatory update. He'll outline his priorities, including capital and liquidity, consumer financial protection, cybersecurity, and diversity, equity, and inclusion (DEI). He'll also explain his ""FIRE"" regulatory philosophy:

    ● Fair and forward-looking
    ● Innovative, inclusive, and independent
    ● Risk-focused and ready to act expeditiously when necessary
    ● Engaged appropriately with all stakeholders to develop effective and efficient regulation

  • 9:45 a.m. - 10:30 a.m.

    The pandemic hit, and consumer behavior shifted to nearly 100% digital overnight. Zoom became a verb. Pelotons went on back order. DoorDash went public. Digital Leaders boomed, while physical-based businesses struggled for relevancy.  But can consumer lending become all digital? Can we underwrite digitally? Can we verify identity and prevent fraud digitally? If consumers demand immediacy, can credit unions truly create Netflix- & Doordash-like experiences in consumer lending? This session will examine how the pandemic accelerated existing consumer behavior changes and what we can expect in the future. Hear the story on how one Fintech uses AI to help lenders create modern all-digital ending experiences for the road ahead.

  • 10:45 a.m. - 11:30 a.m.

    How have the pandemic and increased digitization impacted the payments landscape? During this session, you'll hear about important changes over the last year as well as what’s on the horizon. We’ll cover new opportunities, emerging technologies and disruptions, and ideas to refine your payments strategy going forward.

  • 11:30 a.m. - 12:00 p.m.

    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.

  • 12:00 p.m. - 1:30 p.m.

    Energize for the second half of the day and build stronger connections with your peers from credit unions across the country. Join us for lunch outside on the pier overlooking Key West Harbor.

  • 1:30 p.m. - 2:15 p.m.

    While the credit union industry is gaining traction regarding digital transformation, FinTechs have entered the market with quickly-deployed solutions. This challenges you to actively devise your own offerings. During this session, you'll hear our panel discuss how they've set themselves apart from competitors. You'll also hear how they used data and technology to connect with members by offering the same tools people expect from neobanks and other financial providers.

  • 2:30 p.m. - 3:15 p.m.

    With payment options changing, you must better compete for the ability to offer digital experiences for your members. Learn the steps needed to find the right partners, communicate goals to staff, and drive conversions in a more effective manner. You'll also learn the factors you should be utilizing, alongside your chosen partner, to help determine control of marketing campaigns.

  • 4:30 p.m. - 6:00 p.m.

    Join your colleagues for an early reception featuring Key West’s unique music and culture, cocktails, and hors d’oeuvres. Dan Berger will be hosting a Dockside Chat with Linda Kirkpatrick, President of North America from Mastercard where they’ll discuss everything from economic trends, pandemic recovery, and the world of payments. Last year, Bloomberg Businessweek named Linda to the “The Bloomberg 50” - its annual list of innovators and leaders who have changed global business.

Thursday, May 13

  • 8:00 a.m. - 9:00 a.m.

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

  • 9:00 a.m. - 10:00 a.m.

    In a world where change is accelerating, what new tools or ideas can help transform your credit union before it is "Uber"ed by someone else? In what's far from a technology talk, former Microsoft executive Robbie Bach shares his insights as a technology leader to demonstrate the strategic, operational, and cultural initiatives required to turn ever-present disruptions into profitable business opportunities. Learn More

  • 10:00 a.m. - 10:30 a.m.

    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 the upcoming challenges to the credit union industry and what the Vice Chairman sees as opportunities for credit union to innovate and grow.

  • 10:45 a.m. - 11:30 a.m.

    Today’s convenience economy continues to change member expectations of your credit union. As members' financial needs change, you must deliver memorable experiences in order to succeed--making it critically important to invest in people and new skill sets in the coming year. Gain insights on the attributes needed to support your brand and identify the right talent for the right positions at your credit union.

  • 11:30 a.m. - 12:15 p.m.

    Do your members feel like you really know who they are? How do you identify, serve, and reward your most valuable members? How do you activate passive members? Companies of all types are pushing CRM practices to the top of their priorities. It’s the North Star for user experience, product development, marketing, and growth. Consumers now expect us to understand, anticipate, and deliver for them easily, quickly, and quietly. Hear from two of our industry’s leading thinkers on the latest CRM practices and success stories.

  • 12:15 p.m.. - 1:00 p.m.

    Branches continue to remain relevant as automation increases and digital channels progress. With a new era of remote workforces and the evolution of self service, how will the branch of the future leverage technology to provide touchless alternatives to the member experience?

  • 1:00 p.m. - 2:00 p.m.

    Energize for the second half of the day and build stronger connections with your peers from credit unions across the country. Join us for lunch outside on the pier overlooking Key West Harbor.

  • 2:00 p.m

    Times to be determined

Friday, May 14

  • 8:00 a.m. - 9:00 a.m.

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

  • 9:00 a.m. - 9: 45.m.

    In this interactive session, you'll discuss the future of the workplace in a post pandemic world. You'll also gain insights into workplace trends and explore how the pandemic has shaped and changed the future of the workplace.

  • 9:45 a.m. - 10:45 a.m.

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

  • 11:00 a.m. - 12:00 p.m.

    In an era of dizzying speed, exponential complexity, and ruthless competition, harnessing innovation has become mission critical. Research shows that a 5% boost in an organization’s creative capacity can yield as much as a 50% boost in net income and shareholder value. Discover how you can harness the mindset and problem-solving approaches of history-making innovators to boost results in marketing, human resources, operations, procurement, project management, sales, finance, and all other functional areas. By unlocking the creative capacity of all your team members, your credit union can liberate progress and seize competitive advantage. Innovation expert Josh Linker will show you how. Learn More

  • 12:00 p.m.

    Gain final insights on conference content and takeaways from NAFCU President and CEO Dan Berger, EVP and COO Anthony Demangone, EVP of Government Affairs and General Counsel Carrie Hunt, and President of NAFCU Services Corporation Randy Salser.