| Napa, California

CEOs and Senior Executives Conference

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We've added even more relevant content and networking for 2018! Now you'll have even more opportunities to discover powerful new ideas, with content every day of the event. You'll even benefit from a new panel discussion at the conclusion designed for you to ask follow-up questions, discuss what's next, and foster idea exchange. Plus, our more unique daily networking events will help you strengthen connections with your fellow executives while you take advantage of America's premier wine region.

Wednesday, April 18

Sessions start at 8:30 a.m. and end at 1 p.m.
  • 7:00 a.m.
    Registration & Networking Breakfast

    Brought to you by Money Concepts

  • Hear the latest on challenges facing the industry, and how lawmakers and NAFCU are dialoging to reduce the potential negative impacts on your credit union.

  • To thrive, your credit union needs to make deliberate business decisions now based on what the world will look like tomorrow, and transform accordingly. Walsh will cover the scientific breakthroughs, emerging technologies and disruptive business models that will shake the foundations of the world as we know it. More than just interesting concepts, he'll share what you need to be preparing for now, so you can survive and thrive. Learn more

  • Member service is a primary way to differentiate your credit union from the competition. Take yours to the next level. An executive from Ritz Carleton, known for its excellent service, will show you how to implement service that creates passionate advocates of your members. You'll receive a leadership-level view of how to craft unique, memorable experiences that prevent your members from feeling like they're simply another transaction.

  • 1:15 p.m. - 4:45 p.m.

    Mix and mingle with fellow CEOs and senior executives while visiting two of Napa's top 10 wineries! Learn more

  • 5:15 p.m. - 6:45 p.m.
    Wine Networking Reception

    Presented by CUNA Mutual Group

    After the vineyard tours, join us for an early evening reception with your peers at the Culinary Institute of America at COPIA in downtown Napa. At the spectacular Jackson Family Wines Amphitheater and Patio overlooking the Napa River, you'll experience chef cooking demos, sample local cuisine, and enjoy Napa wine in a beautiful setting.  Learn more

Thursday, April 19

Sessions start at 8:30 a.m. and end at 3:30 p.m.

Friday, April 20

Sessions start at 8:30 a.m. and end at 12:15 p.m.
  • 7:30 a.m.
  • Rarely does something come out of nowhere to shock the industry. Clear signs predicting what's coming do exist; you just need to understand what to look for. This session will take a look at the key industry trends happening in 2018 and beyond. You'll learn what will be important to your credit union, and what you you need to keep an eye on for the future. 

  • Given new economic insights, trends in the marketplace, and the rising role of technology in banking, how exactly should credit unions respond to stay relevant? We'll help you! This panel featuring the week's speakers will be guided by NAFCU President and CEO Dan Berger. It's a great opportunity to discuss what's next and why, and define the role of credit unions in the 21st century.

  • Unlock the most powerful business ideas John Spence has ever learned in his multiple decades as a CEO, business owner and consultant. You'll gain insight from his experiences to help your credit union excel, especially around six key concepts. Learn more

  • 12:15 p.m.

This is a tentative schedule, subject to change as the program develops. Check back closer to the conference for specific session times.

Education Credits

Qualifying sessions for NCCO, NCRM and CPE credits are marked in the agenda.

NASBA Sponsor LogoAttending all sessions earns you 7 CPE credits for Certified Public Accountants (CPAs). Learn more.

Session Credit Information

  • Program Knowledge Level: Basic
  • Recommended Field of Study: See session descriptions
  • Prerequisites: None
  • Advanced Preparation: None
  • Delivery Method: Group Live