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Tuesday, February 28

Breakout Sessions, 9:30 – 10:45 a.m. 

The FinTech Imperative 
Exclusive Credit Union CEO-Only Session, presented by CUNA CEO Council

Financial services, digital banking and payments thought leader, Mark Sievewright will discuss: the FinTech phenomenon; the accelerating pace of change; unlocked potential; and the need for more seamless, personalized, and value-driven experiences for credit union members. Learn how credit unions need to / can respond to this new phase of collaboration in the FinTech space. Part strategic insight, part open conversation, this is a can’t miss session for credit union CEOs. This session is closed to the Press.  

The Evolution of the Branching Network – Presented by FISERV

The digital revolution put credit union branches squarely in the spotlight. What role will branches play in the delivery ecosystem of the future? How should branch design evolve? Examine the research around branch preferences and discuss strategies to create a more appealing and effective branch network and hear from a credit union that has gone down this path.

Influencing Advocacy by Meeting People Where They Are

Credit unions have a unique opportunity to influence advocacy by taking advantage of our underlying structure and engage with our members and communities.  

Why International Advocacy Matters: Ukraine Case Study – Presented by World Council of Credit Unions

International Standards affect regulations in the United States.  Learn how the international regulatory framework shapes U.S. regulations, the importance of proportionality, with a focus on events in Ukraine and the plight of credit unions.

DEI Progress and Our Future

It’s been nearly five years since DEI became the Eighth Cooperative Principle for America’s credit unions. Since then, credit unions have doubled down on DEI. But where do things stand now? Have DEI efforts made a difference? Join us for this conversation about DEI progress, opportunities—including from the advocacy perspective—and our future.

Moderator: Samira Salem, VP of Diversity, Equity & Inclusion, CUNA

Speakers:

  • Monica Belz, President and CEO, Kaua'i Federal CU
  • Professor Quinetta Connally, Filene Research Institute
  • John Bissell, President and CEO, Greylock FCU
  • Clement Abonyi, CUNA Director of Advocacy, TBC

Working Together to Achieve Advocacy Priorities

An open conversation with credit union system partners on working together as a unified industry to improve the business climate for credit unions.

Economic Update & Implications for Credit Unions – Sponsored by FIS

Longstanding economic assumptions, relationships and metrics seem less relevant today. The Fed’s influence has changed. Politics and the political climate have assumed increasing importance.  Demographic shifts have accelerated. In an environment characterized by crisis, uncertainty and increasing complexity these trends are magnified. Disparities in member financial well-being have dramatically widened. Prospects for lending and general credit union operating results have fundamentally changed. In this session, CUNA economists will explore these themes and the effects on credit union operations in 2023 and beyond.

Breakout Sessions, 11:00 a.m. – 12:15 p.m.

The Changing Landscape of Indirect Origination and Credit Union Implications – Presented by Origence

The paradigm shift of retail automotive purchases moving from showrooms to online environments was well on its way before the COVID crisis. What’s changed is the speed of this transformation, and the transaction model moving direct to the consumer. Learn about the new indirect origination landscape and how to position your credit union for a bright future in indirect lending.

What to expect in the 118th Congress

Learn about 2023 legislative priorities and how to advocate for your credit union and your members on Capitol Hill. This session is closed to Press.

Financial Well-being for All: The Power of Mission-Driven Transformation   

Learn how CUNA and the National Credit Union Foundation are working with credit unions and system allies to tap into their super-powers with mission-driven strategies, new tools, impactful collaborations and powerful communications strategies aimed at improving Financial Well-being for All and advancing the communities they serve. Quantifying and sharing the results has had powerful impact – both from the standpoint of credit union relevance (growing memberships) and advancing the credit union advocacy agenda.

The Future of Advocacy: How You Can Plug In

Advocacy is changing.  Remaining effective means adapting to new realities. Learn how credit unions like yours are engaging employees, members and the public to deliver wins for credit unions.

Current State of the CDFI Certification Process

The CDFI Fund is launching changes to the certification process this year. A panel of experts will discuss the anticipated changes, the CDFI Fund’s goals and intentions, and the current state of advocacy efforts related to the changes.

What’s New on the Litigation Front?

Credit unions encounter litigation risk in a broad range of areas. Given the constantly evolving legal landscape, what trends should you be paying attention to right now? Our panel of professionals will provide updates on litigation “hot spots” and the potential effect on your operations.

FedNow: Is Your Organization Satisfying Demand for Instant Payments?

In this session, a Federal Reserve Financial Services Senior Executive will discuss core service functionality and business use cases as financial institutions journey toward implementation of FedNow, available mid-year 2023. Gain knowledge of capabilities, development, and readiness tactics that will motivate financial institutions and credit unions to begin creating their instant payments strategy.

General Session, 1:45 – 3:45 p.m

A Conversation with Condoleezza Rice

Join for a talk with 66th U.S. Secretary of State Condoleezza Rice, hosted by CUNA President/CEO Jim Nussle. Hear insights and inspiration from a decades-long leader in politics, academia and business. This special reunion of two of President George W. Bush's cabinet members is a not-to-miss moment at CUNA GAC. Session is sponsored by Trellance.