Annual Meeting May 24-26
Featured Speakers
League President/CEO Carrie Hunt will provide an overview of key League initiatives for the coming year, with particular focus on the League’s work related to our most-pressing advocacy issues. Carrie will also spotlight the League’s successes these past few months and our ongoing work to advance our industry and credit unions’ capacity to serve their members.
John Kutchey
Eastern Region Director
National Credit Union Administration
League President/CEO Carrie Hunt will be joined by National Credit Union Administration Eastern Region Director John Kutchey for a discussion of the latest regulatory hot topics, supervisory issues and examination priorities.
Steven Rick
Chief Economist
CUNA Mutual Group
Explore the possible paths of the economic recovery and what impact it will have on credit union balance sheets and income statements in the coming years. Join us as we look to a changing interest rates environment, consumer spending trends, credit unions’ lending outlook, the mortgage market, and more.
KEYNOTE
Opportunities Earned
& Leadership Learned:
An American Hero's Journey
Capt. Florent Groberg
U.S. Army Veteran
Author, 8 Seconds of Courage
A true American hero as humble as he is grateful, Medal of Honor recipient Florent Groberg shares with audiences an unforgettable story and equally remarkable lessons on leadership, selflessness, and the importance of setting goals and earning what you wish to achieve.
With a palpable passion for sharing his journey to inform and inspire others, Groberg discusses the key stages and people in his life, and how they shaped him to be the leader, advocate and role model he is today, including: growing up abroad and lessons from his mother and adoptive father; his immediate, innate desire to take action as he watched the 9/11 terrorist attacks unfold from his college dorm room; his patient and persistent efforts to enlist in the U.S. Army; and his selfless actions in Afghanistan that earned him the nation’s top award for valor in combat.
Breakout Sessions
What Credit Unions Should Know About Cryptocurrencies
Patti Wubbels, CCE
SVP - Client Development
& Crypto Advisory Services
Strategic Resource Management
Blockchain technologies and their instant payments capabilities have loomed large on the fintech horizon lately, but what does crypto mean for the financial service providers of tomorrow? Tune in for a curated summary for banks & credit unions around recent news and emerging use cases around cryptocurrencies. Presented by SRM, this webinar focuses on the trends, potential impacts, new policies, and reasons why the financial institutions of today need to prepare for a few blockchain-driven changes - yesterday.
Providing Credit Union Services to Cannabis Related Businesses - Is It Worth The Risk?
Kristen Tatlock
Senior Compliance Risk Manager
AUX
Recreational and medicinal marijuana use is legal in Virginia and many Cannabis Related Businesses (CRBs) will be looking for financial institutions to provide them with deposit and loan services. Your credit union may be thinking about offering services to CRBs. But, what are the risks involved with this and is it worth the risk? This session will look at the legal and regulatory risks associated with banking CRBs, required risk assessments, due diligence, documentation needed, ongoing monitoring obligations, and reporting requirements.
Building Successful Fintech Partnerships
Brian Kaas
President & Managing Director
CMFG Ventures
Strategic fintech partnerships can open the door for credit union possibilities like increased loan volume, accelerated time to market, enhanced member experience, improved productivity, and more. However, finding the right partner for your credit union is key. Join this session to gain tips for building and maintaining successful fintech partnerships.
Best Practices of the Modern Board &
Board Succession Planning at its Simplest and Finest
Kevin Smith
Consultant and Publisher
TEAM Resources
Kevin is hosting 2 Breakout Sessions! Is your board ready to move forward into the future? Beyond a year at a time? A well thought out succession plan is a necessary part of the plan. It needn’t be complicated or difficult either. Hear how to break this process down into concrete steps: define the competency needs of the board, outline the ideal diversity plan, create a flexible timeline, and start an evergreen recruitment process. This will establish continuity and avoid emergency circumstances.
Preparing for a Mortgage Market Shift - Capturing More Mortgage Loans
Sean M. Connell
AVP - Credit Union Coordinator/ Marketing and Training Director
Credit Union Mortgage Association, Inc.
Simply put ~ The mortgage industry is coming off a historic refinance market and transitioning to a purchase market.
How to Effectively Engage Communities
& Foster Inclusion
Viola Llewellyn
Co-founder & President of Ovamba Solutions, Inc.
Your communities are made up of a myriad of potential members from an unimaginable range of cultures and countries-of-origin. Is your credit union doing all that it can to serve the populations of people who may not be readily visible to you?
Viola will offer fascinating insight on how some cultures view finances, including non-traditional borrowing and saving habits. She will also cover ways to evaluate creditworthiness of members of your community who may not have a standard credit history.
Viola’s background in African business financing and her knowledge of Sharia-compliant banking make her a wealth of knowledge on serving your community in a culturally inclusive way.
