| 10:00 am – 6:00 pm | Convention Registration |
| 1:00 – 5:00 pm | Pre-Conference Workshops |
| Balance Sheet Management | |
| Strategic Planning Strategies | |
| Governance Boot Camp | |
| High-yield Lending | |
| 4:30 – 6:00 pm | CEO-Chair Reception & Exhibit Hall Premiere (Open only to CEOsand Board Chairs) |
| 5:00 – 6:00 pm | Post-Graduation Reception (Open only to Pre-Conf. Workshop attendees) |
The challenges facing credit unions in the areas of balance sheet and income statement management are formidable. The market, regulators and legislators will all take their shots. What do you need to know to position your credit union for future growth? In this four-hour session, Tom Farin, CEO of Farin and Associates, will bring you a comprehensive overview of balance sheet management with an eye towards growing and maintaining member shares and setting long-range financial performance goals. Later in the session, Tom will focus in on liquidity management, NCUA guidance, and the use of non-core funding in liquidity strategy.
Bonus: all participants will work in teams, dig into a case study, and craft their own financial goals.
When it comes to strategic planning, what’s your timeframe? For most credit unions, it’s only about two to three years. Sure, this is planning for the future, but it’s a short-range plan tethered to the current budget. That kind of planning, by itself, isn’t so strategic, says credit union consultant Dan Clark. Your credit union’s two-year plan should fit within your ten-year plan, which should go beyond what credit unions know they can afford and trends they know they can predict. In this session, Dan helps put the vision back in strategic planning.
New directors will benefit from Dan’s opening subject: The role of new directors and how they should expect to be involved in a typical strategic planning session.
After setting the stage, Dan will delve into:
- the visionary long-range planning method and
- how the method should inform your 2-year plan.
Serving on a democratically elected, volunteer board of directors is an honor, but it hasn’t gotten any easier. A board member today needs to understand the increasingly complex tangle of regulation and the hard realities of the marketplace before he or she can manage the members’ hard-earned funds. What do you need to know about board service? How can you serve your fellow members ably while protecting yourself from personal liability? Join David Reed for an introductory, albiet thorough discussion of board service, with an emphasis on governance, compliance and personal liability risks.
Focus areas for the session include:
- Regulatory compliance
- Board governance basics
- Defining board involvement
- Using the examination report
- Avoiding personal liability
- Safety and soundness
- Enterprise risk management
Earnings are down, charge-offs are up, and credit unions across the country seem to fear making loans. The industry needs to come up with ways to make loans that serve members or we’ll lose those members forever, says Rex Johnson, CEO of Lending Solutions. What can credit unions do? They can find better metrics and better methods for identifying the loans that will work and separating them from the loans that won’t. Credit unions with a more effective decision making process can reach out to those who can’t get loans elsewhere and make their own portfolio more profitable.
Join Johnson as he discusses:
- The fundamentals of lending
- The weaknesses of current credit scoring methods and
- The utility of his new, 28-factor method for loan decision making.