Credit Union Directors Conference
Topics & Objectives

Please note that the Topics/Objectives listed below are subject to change.

Innovation: Now an Essential Tool for Credit Unions

Tim Harrington
Don’t get left in the dust of a changing financial services environment. The credit union movement is currently losing about 300 credit unions per year. At this pace, there will only be 5,000 credit unions in 10 years. You can stem the tide by becoming innovative, entrepreneurial, and clearly focused on the ever changing financial services marketplace. Learn how to incorporate innovation and entrepreneurship into your credit union’s culture.

Hiring and Evaluating the CEO

Tim Harrington
There are no more challenging or important responsibilities for your credit union’s board than the processes of hiring and evaluating your CEO. Discuss the concepts involved in finding the right CEO, assessing performance, and planning for succession. Learn how to define what the board expects from the CEO, and examine ways to measure, document, and communicate throughout the performance evaluation process. You’ll get real-life examples, along with stories of success and failure.

What is the Street Saying? An Economic Update

Doug Benzine
Take a guided tour of the current "state-of-the-market" for credit unions and members. You’ll hear about key credit union trends, learn what the street is telling us about financial services, and get a forecast on what to look for over the next 12 to 18 months. You’ll also get highlights from CUNA’s 2008-2009 Credit Union Environmental Scan strategic planning report.

How Are They Doing It? Growth Strategies That Work

Doug Benzine
Hear how some of your peers are growing their credit unions in these competitive and challenging times. We will discuss who is growing their loans, membership, and assets. You’ll see some unique examples of how they are doing it.

Director Liability: An Overview

David Reed
Today’s credit union boards are faced with increasing pressure to stay informed on the complex regulatory and business realities of the financial services marketplace. There is always a risk that someone will attempt to hold your directors liable for actions they take on behalf of the credit union. This session will examine the basics of board service, with an emphasis on personal liability and how to best manage the risks.

Strategic Planning

David Reed
Yes, it’s time to dust off that strategic plan! Examiners are being instructed to review strategic and business planning processes to determine if credit unions are adequately addressing this vital need. You’ll learn about the heightened regulatory attention, examine the strategic planning process, and get practical guidance for creating an effective plan.

For more program content information or to request a brochure call 800-356-9655, ext. 4882, or email abollman@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.