| Nashville, TN

Strategic Growth Conference

This conference has sold out.

Get growth strategies at NAFCU's Annual Conference, Engage 2023

Signature Sponsor:

Mastercard

Monday, March 20

Recommended Travel: Arrive Monday, March 20 (Early Registration)
  • 4:00 p.m. – 6:00 p.m.
    Early Registration

Tuesday, March 21

Sessions begin at 8:30 a.m. and end by 4:45 p.m.
  • 7:00 a.m. - 8:30 a.m.
    Registration
  • 7:00 a.m. - 7:45 a.m.

    We'll take a quick walk around downtown Nashville together and have some fun conversations while seeing some popular sites along the way.

  • 7:30 a.m. - 8:30 a.m.

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

  • Hear directly from NAFCU President and CEO B. Dan Berger as he welcomes everyone to Music City!

  • Your conference Emcee, Anthony Demangone, NAFCU EVP & COO, will review what you can expect over the 3-day conference.

  • Speak to the person next to you, go through the icebreaker questions, or add your own! During the last few minutes of this fun session, we'll ask volunteers to share what they learned.

  • Keynote Scott Steinberg will lead you through today’s leading technology and business strategies and discuss which trends promise to transform the financial industry. He’ll explain how to stay competitive and boost productivity and performance by leveraging cutting-edge tools and techniques to stay ahead of the curve. You’ll learn to recognize and act upon the benefits and opportunities that emerging trends and technologies create. 

  • Look into consumer behavior trends and how inflation, a recession, and interest rates have influenced buying and savings habits. These economic factors have a substantial financial impact on your members' households. Understand how consumers think, and you'll appeal more strongly to your member's needs.

  • Four credit union executives will deliver four unique presentations regarding the top business and commercial lending trends impacting credit union operations. This engaging and fast-paced discussion will NOT disappoint! Continue informal conversations with the speakers during lunch.

  • Energize for the second half of the day over lunch while you build stronger connections with your credit union peers from across the country with similar asset sizes.

  • Your products and pricing may appeal to your members’ brains, but your credit union brand appeals to their hearts. What promises are being made by your brand? Do your members (and potential members) know what you stand for? Learn how to identify your target members, select brand messaging that connects with them emotionally, and infuse your brand throughout your marketing and operations.

  • At the center of your credit union is its culture. The culture defines the credit union's personality and can measure your workforce's engagement. It's why you serve your membership, but it must begin with the leadership. Our panelists of chief culture officers will discuss how culture is at the forefront of their institutions and how it feeds into their growth strategies.

  • Credit unions focus on providing warm, caring member service, and leveraging technology can add direct value. Excellence can derive from capturing, analyzing, and applying personalized member data to shape, customize, and optimize member journeys. Learn how to increase member growth and engagement and provide exceptional omnichannel experiences through digitization.

  • Liquidity: It's easy to find when you don't need it and more complicated when you do. The rapid increase in interest rates has left credit unions with lower-earning loans on their books while being pressured to raise share rates. You know that having liquidity is essential to growth. Learn how CU leaders have successfully managed liquidity in this challenging environment.

  • Inflation, recession, retaining talent, inventory shortages, rate hikes. There's no question uncertain times are upon us. What are the top areas you should prioritize in 2023 to achieve growth? You'll be grouped by asset size to take this discussion to the next level.

  • Wrap Up
  • 5:00 p.m. - 6:30 p.m.

    Join us for an early evening reception featuring cocktails and heavy hors d'oeuvres. It's a great opportunity to connect with your peers from credit unions across the country!

Wednesday, March 22

Sessions begin at 8:30 a.m. and end by 4:30 p.m.
  • 7:30 a.m. – 8:30 a.m.

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

  • How do you grow your credit union during a recession? Learn how you should position your partnerships to do just that!

  • Historically, credit unions' portfolios have leaned heavily into auto loans at a swift pace. The auto lending industry has transformed and is poised for continued movement. You'll hear a breakdown of what's happening in auto finance and walk through 2023 expectations as our experts outline proactive measures your credit union should take to thrive during tumultuous times. 

  • Uncovering as many income sources as possible is critical when member spending becomes constrained. Hear how credit unions and community institutions boost non-fee income with innovative strategies and research.

  • Changes in the economy, the competitive landscape, and younger consumers demand a rethinking of the credit union business model. What will a strategy for growth look like in 2023? How are high-performing credit unions navigating the future and growing through uncertainty? In this session, learn from Filene Research Institute about what’s coming in financial services and how to identify and take advantage of emerging trends and new growth opportunities to take your credit union to the next level.

  • Mastercard Data and Services expert Michael Kisch will review the recent influential research on the motivating factors behind consumers choosing who to bank with and share best practices to grow member checking engagement and drive profitability.

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

  • Learn about the role of technology in growth-oriented credit unions. You'll hear the behaviors and mindsets that help transform a technology department from a service provider to a strategic partner aligned with other departments and business units. You'll explore the concept of technology + culture + strategy and how this unique approach fits into the overall growth of your credit union.

  • The foundation of the credit union movement is people helping people. Position your credit union within the community as a trusted source of financial advice. Hear how our panelists engaged the community with education to build value, enhance membership, and grow.

  • Your credit union has massive amounts of data describing your member's spending and borrowing habits. Fewer than 45% of credit unions have a data analytics strategy to utilize and leverage their data. Learn how impactful properly leveraging this data goldmine can be.

  • You'll break into groups based on asset size and make new connections with peers from around the country!

  • Meet and share insights with other credit union professionals. Participate in peer roundtable discussions, with each group discussing categories suggested by attendees during a live poll and the challenges you’ve faced at your institution. A facilitator will help guide the interactions.

  • Explore the future of the workplace and get insights into fostering a diverse workplace that encourages innovation and strengthens your mission and values.

  • Economic slowdowns are when you need to fight even harder for your members’ attention. Despite the recent upheaval, now is the time for credit unions to leverage direct marketing strategies that reach and educate their members on options that help improve members’ financial stability and create recession-proof revenue for the credit union.

  • 5:00 p.m. - 6:00 p.m.

    Join us for an early evening reception featuring cocktails and heavy hors-d'oeuvres. It's a great opportunity to connect with your peers in lending from credit unions across the country!

Thursday, March 23

Sessions begin at 8:30 a.m. and end at 11:00 a.m.
  • 7:30 a.m. - 8:30 a.m.

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

  • Keynote Shep Hyken will teach you how to attract and retain your members by delivering an exceptional customer service experience. Shep will share some of the 52 “Amazement Tools” featured in his book. You’ll learn best practices, tactics, and strategies to deliver the most amazing member service on the planet. 

  • The branch is not dead. Learn how adding virtual capabilities to the traditional branch enabled one credit union to better cater to their members' expectations while helping their bottom line.

  • With more "money in motion" in a rising rate environment, consumers can choose where to place their deposits for maximum value. Beyond the best rate, consumers increasingly seek institutions to help them better manage their daily banking and deliver tailored advice. A recent survey found that 58% of consumers will likely move their money to an institution that provides better money management capabilities. You'll learn how credit unions can win the Battle for Deposits by amplifying their promise of protecting the financial well-being of their members. By leveraging advanced data and analytics, your credit union can demonstrate a deeper understanding of your members' needs and deliver personalized insights and savings tools to help them meet their financial goals.

Anything else you’d like to see covered? Please let us know at education@nafcu.org