CU National Directors Roundtable Conference

Network with fellow Credit Union board of directors, board chairs, CEOs, supervisory committee members, & other credit union leaders from across the country at the 2023 CU National Directors Roundtable Conference. Explore solutions to tough issues facing credit unions with our highly acclaimed team of presenters. Learn from & share ideas with your credit union peers during a roundtable discussion by asset size.

Speaker Information

• Ancin Cooley – Principal, Synergy CU Consulting
• Tom Glatt, Jr. – Principal, Glatt Consulting Group, Inc.
• Sheilah Montgomery – President, ProActive Impact, LLC
• Mike Schenk – Chief Economist, America’s Credit Unions
• Bruce Smith – Executive Benefit Consultant, Parc Street Partners
• Rob Smith – Program Manager, CUSO Financial Services
• Rory Rowland – Consultant/Author, Rowland Consulting

Conference Agenda

Monday, October 21, 2024 – Optional PreConference Workshop

• 11:30 a.m. – 1:00 p.m.: PreConference Registration
• 1:00 – 1:15 p.m.: Opening Remarks
• 1:15 – 2:30 p.m.: Governance Principles Discussion
• 2:30– 2:45 p.m.: Networking and Refreshment Break
• 2:45– 4:15 p.m.: Board Responsibilities Workshop
• 4:15– 4:30 p.m.: PreConference Wrap Up
• 5:00 – 6:00 p.m.: Welcome Reception

Tuesday, October 22, 2024

• 7:30 – 8:30 a.m.: Breakfast and Expo Hall
• 8:30 – 8:45 a.m.: Opening Remarks
• 8:45 – 9:45 a.m.: Session on Interest Rates and SERPS
• 9:45 – 10:05 a.m.: Networking and Refreshment Break
• 10:05 – 11:05 a.m.: Effective Boards Session
• 11:10 a.m. – 12:10 p.m.: Leadership and Questioning Part I
• 12:10 – 1:20 p.m.: Group Luncheon
• 1:20 – 2:20 p.m.: Leadership and Questioning Part II
• 2:25 – 3:25 p.m.: Wealth Management Session
• 3:25 – 3:45 p.m.: Daily Wrap-Up

Wednesday, October 23, 2024

• 7:30 – 8:30 a.m.: Breakfast
• 8:30 – 9:30 a.m.: Roundtable Discussion by Asset Size
• 9:30 – 9:45 a.m.: Opening Remarks
• 9:45 – 10:45 a.m.: Economic Update
• 10:45 – 11:05 a.m.: Networking and Refreshment Break
• 11:05 a.m. – 12:05 p.m.: Succession Planning Session
• 12:05 – 12:15 p.m.: Daily Wrap-Up

Thursday, October 24, 2024

• 7:30 – 8:30 a.m.: Breakfast
• 8:30 – 8:40 a.m.: Opening Remarks
• 8:40 – 9:55 a.m.: Small Business Session
• 9:55 – 10:15 a.m.: Networking Refreshment Break
• 10:15 a.m. – 11:30 a.m.: CEO Performance Goals and Evaluation

After Hour Networking Events and Conference Parties

Welcome Reception Welcome Reception
Join “The Ones In Red,” and your credit union conference peers from across the country & their guests for cocktails, light dining & great conversation! CU Conferences is grateful for the support of its sponsor, OM Financial, and would like to thank them for co-sponsoring the reception. Learn more about OM Financial.