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CUNA Governmental Affairs Conference (GAC)

February 26 - March 2, 2023, Washington D.C.

2022 Sessions

Small Credit Union Roundtable, 1:30 – 3:30 PM

Speaker:

  • Tom Sakash, Manager Small CU Initiatives, CUNA

The 2022 Small Credit Union Roundtable at CUNA Governmental Affairs Conference (GAC) will focus on employee attraction and retention at smaller credit unions, while also providing incredible opportunities for networking and learning from peers.

The CUNA Small Credit Union Committee will report on its meeting with NCUA leadership and will also share the highlights from a new white paper on attracting talent to smaller credit unions. Come ready to share, learn and build a strong team for the future!

Who Should Attend: While there are varying definitions of “small credit unions,” generally credit unions with <$120 million in assets attend this session. However, this free Roundtable is open to anyone interested in supporting small credit unions or in the issue of attracting and retaining talent.

To register, add the Roundtable to your cart during the GAC registration checkout process. Credit unions <$50 million in assets receive a discount.

Session sponsored by Envisant and CUNA Mutual

CUNA Small Credit Union Talent Strategic Guide is sponsored by CUNA Mutual Group.

Attendee Orientation, 2:30 – 3:15 PM

Description will be posted soon.

General Session: The Fallacy of “Impossible,” 4:00 – 5:00 PM

Speaker:

  • Mick Ebeling, Founder & CEO Not Impossible Labs; Author, Not Impossible: The Art and Joy of Doing What Couldn’t Be Done 

Since the launch of the EyeWriter and Not Impossible Foundation, Mick Ebeling has passionately studied the concept of “impossible.” All the modern conveniences we see around us were once considered impossible by people who didn’t know any better. Cars, computers, and cell phones were all figments of the imagination until inspiration met execution and the impossible became a reality. In this talk, Ebeling dives deeper into “impossible,” the underlying psychological effects it has on an organization, and how to overcome the “impossible” so true innovation can take place. Overcoming the “impossible” thought process so true innovation can come through.

Sponsored by CUNA Councils

Theater Sessions: Industry Trends, 8:15 – 9:00 AM

Digital Strategy Imperatives that Credit Unions Cannot Ignore (West Theater)

Digital transformation is a marathon, not a sprint. Credit unions must continue to invest in proven digital strategies and investigate new ones as they disrupt the market. We will reveal the digital strategies that credit unions cannot ignore and how they can enhance the everyday member experience. 

Presented by Fiserv


Driving Financial Well-being & Enhancing Member Lives Using AI (East Theater)

Access to credit unlocks opportunities and dreams for members and businesses alike. But credit scores invented many decades before the emergence of modern computing and AI, often decide the fate of millions of dreams. In this panel discussion, you'll hear insights from highly experienced senior leaders on how AI can reduce friction, eliminate poor member experience, and mitigate risks. We'll answer: how do credit unions make this transition without unsettling their existing setup? What can we learn from early adopters who aspired to disrupt age-old ways?

Presented by Scienaptic              


General Session: Kevin Carroll, 9:30 – 11:30 AM

Speaker: Kevin Carroll

Please join us in the main hall to hear Kevin’s inspiring message designed to help us all move forward in pursuit of greatness. His background includes a decade in the Air Force, time as a trainer with the Philadelphia 76ers, and a seven-year stint with Nike—which created a position specifically for him and where he earned his “Katalyst” nickname and namesake of his consultancy that serves as a vehicle for social change. He is also the author of four books, which build on these life-affirming themes. Don’t miss this Monday’s opening General Session!

Sponsorship by CO-OP Financial Services


West Theater Sessions, 11:35 AM – 12:35 PM

11:35 - 11:55 am: CU Board & Committees: Paths for Training & Designations

The landscape for your board to train and gain knowledge has completely changed over the past few years. Whether you are interested in learning more about your role on the board, credit union history and philosophy, or diving into CU finance, risk management and governance, there are new opportunities to explore and understand. Join CUNA for a conversation about the customized paths and options for you to gain valuable information and designations. board training and aligning to your 2021 goals.

Presented by CUNA


Noon - 12:20 pm: Using RegTech to Establish an Armor of Compliance

Governing risk and establishing a culture of compliance armor throughout your entire organization is critical to surviving the advanced supervision that comes from credit union growth. Paying attention to future supervisory focus early in the game and utilizing technology to help manage that very complex process is a fundamental prerequisite for success. Join us to learn how GRC technology, with an emphasis on compliance, can help you optimize your credit unions compliance program ensuring the 5 key required elements are operating effectively and efficiently before you reach the advanced supervision threshold.

Presented by CUNA


12:25 - 12:35 pm: Training & Development for Today’s World

How credit unions train and deliver information continues to evolve. That constant evolution doesn’t mean that team or individual development goals need to take the backseat. CUNA continues to enhance training platforms, tools and content to evolve with your staff and credit union needs. Come hear about the variety of options including paths to experience training with CUNA. We will cover how you can turn to CUNA to deliver and engage your teams with virtual content, live events, eSchools, webinars and more.

Presented by CUNA
 

East Theater Sessions, 11:40 AM – 12:45 PM

11:40 am - 12:05 pm: Strengths Revealed: Evolving Alongside a Pandemic

Description will be posted soon.

Presented by FTSI, Open Lending, Statflo, VikingCloud


12:10 – 12:25 pm: Digital Communication is Now More Important Than Ever

Eltropy is revolutionizing how credit unions digitally communicate with members in a secure and compliant way, with the only omnichannel solution to offer text messaging, video banking, cobrowsing, secure chat and chatbot capabilities. Join us to learn how Eltropy’s enterprise-wide communications solution can increase member engagement and receive relevant member insights via analytics.

Presented by Eltropy


12:30 – 12:45 pm: The Great Resignation: The Impact to C-Suite Compensation & Benefits

Join former NCUA Chairman Dennis Dollar as he leads a panel on the future impact of The Great Resignation on credit union executive openings, compensation and benefits.

Presented by TriscendNP
 

General Session: TBD, 1:00 – 2:45 PM

Learn more about this year's advocacy priorities during the Advocacy Update with Ryan Donovan, Chief Advocacy Officer, CUNA

Sponsored by CO-OP Financial Services

 

Breakout Sessions, 3:15-4:30 PM

Supercharge Your Credit Union's Mission: Increase Membership Growth & Advance the Communities You Serve

Financial security and resilience are complex and challenging issues. That’s always been true. But today, data clearly shows disruptions and disparities are more pronounced than ever. Simply put: Consumers need credit unions. Explore how credit unions are tapping into their super-powers with mission-driven strategies, new tools, impactful collaborations and powerful communications strategies aimed at improving Financial Well-being for All, while advancing the communities they serve. Quantifying and sharing the results has had a powerful impact – both from the standpoint of relevance (growing memberships) and advancing the advocacy agenda.  


The Real Real on Diversity, Equity & Inclusion

What resources exist in the movement to support leaders as they mature their Diversity, Equity, and Inclusion (DEI) efforts?  What does it take to lead a credit union on its DEI journey? How does this moment of increasing uncertainty influence how we lead DEI efforts? Join us to discuss these topics and bring your questions about your DEI journey— how to start, where you’re stuck, how it is a differentiator, ideas for building an inclusive workplace culture, and more.
 

Capitol Hill Update: An Insider's View of Congress & How it Works

Examine how an evenly divided Congress presents both challenges and opportunities as we advocate for credit unions. We’ll cover the current advocacy agenda, lobbying in an in-person and virtual environment, as well as the best practices for messaging to both Democrats and Republicans.
 

What’s New on the Litigation Front?

Credit unions encounter litigation risks 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 their potential effect on your operations. 
 

Unifying Data for Connected Experiences 

Learn how unified data drives connected experiences for your members – and growth for your credit union. 

Presented by PSCU
 

Top Issues in Key Management Areas 

Thought leaders from key credit union management areas will highlight the significant issues to watch for 2022 and beyond. Insights on priorities from the perspective of: 

  • Compliance & Risk
  • Finance
  • Lending
  • HR & Organizational Development
  • Marketing & Business Development
  • Operations & Member Experience
  • Technology

Presented by CUNA Councils

Theater Sessions: Industry Trends, 8:15 – 9:00 AM

Strategizing Digital to Unify Loans & Deposits (West Theater)

Adopting a digital-first approach for member onboarding and account opening is a critical imperative for credit unions. Having a single comprehensive platform to closely tie-in deposits and loans will amplify the expected benefits of digital, such as consistent member experience across multiple products, smooth cross-selling, seamless integrations, effective data management, streamlined back-office processing, and more. Join us to understand the strategic approach you must take to offer loan and deposit products on one single platform for delivering superior member experiences.

Presented by Newgen Software Inc.


How Technology has Revolutionized Member Service (East Theater)

Credit unions pride themselves on providing personalized, member-centric service – and rightly so. As community-driven institutions, members know they can rely on you to help them in almost all aspects of their financial lives, and in a way that ensures their unique individual needs are taken into account. This type of deeply tailored, individualized service is incredibly valuable – but also incredibly time intensive. This session will explore how members’ needs and service expectations are evolving, and the steps you must take to keep up with those changes. We will also discuss what technologies can help improve and enhance service to your members and how you should go about implementing them.

Presented by Backbase USA
 

General Session: Presence – Bringing Your Boldest Self to Your Biggest Challenges, 9:30 – 11:30 AM

  • Speaker: Amy Cuddy, Social psychologist, NYT-bestselling author, and award-winning Harvard lecturer

Some of life’s biggest hurdles call for moments of sincerity and control. Too often, we approach these high-pressure moments with fear, and execute with anxiety. Based on her best-selling book Presence, social psychologist Amy Cuddy shares her groundbreaking research and some personal narratives in this impassioned, engaging, and innovative presentation. You will learn simple techniques to complete inner transformation, harness the power of presence, and perform at the highest levels with confidence.

Sponsored by Podium
 

West Theater Sessions: Product Demonstrations, 11:30 AM – 1:00 PM

11:33 – 11:40 am: Appointment & Lobby Management (Presented by FTSI, L6)

11:42 – 11:49 am: CSI InfoSlips: Driving Digital Engagement Through Interactive Statements (Presented by Computer Services Inc)

11:51 – 11:58 am: Love My Credit Union Rewards (Presented by CU Solutions Group)

Noon – 12:07 pm: CuneXus Perpetual Lending (Presented by CUNA Mutual Group)

12:09 – 12:14 pm: Digital Member Service Platform (Presented by Glia)

12:16 – 12:23 pm: Directlink (Presented by IMS)

12:25 – 12:32 pm: Digital Account Opening Platform (Presented by Narmi)

12:34 – 12:41 pm: Statflo (Presented by Statflo)

12:43 – 12:50 pm: Personal Digital Engagement Platform (Presented by Agent IQ, Lynq)

12:52 – 12:59 pm: Digital Account Opening & Loan Origination (Presented by Alkami)

 

East Theater Sessions: Lightning Sessions, 11:30 AM – 1:00 PM

11:45 – 11:52 am - Boost.ai

11:54 am – 12:01 pm - Equifax

12:03 – 12:10 pm - Adlumin

12:12 – 12:19 pm - Zogo Finance

12:21 – 12:28 pm - Constellation Digital Partners

12:30 – 12:37 pm - Finalytics.ai

12:39 – 12:46 pm - Raisin DS

12:48 - 12:55 pm - Interface.ai

Breakout Sessions, 1:00 – 2:15 PM

Digital in the Credit Union Movement: Awareness, Strategic Imperatives & Collaborative Opportunities

Hear how the Credit Union System Digitization Working Group has worked to identify the strategic imperatives, gaps and opportunities for credit unions to remain relevant and thrive. We’ll explain how those ideas are being translated into actionable solutions through system collaboration. 
 

The Future of Grassroots & Communicating with Lawmakers 

While grassroots advocacy has changed over the past few years, communicating with lawmakers remains a continuous process. Join us to learn how leveraging social media and combining analytics with real life stories can help get our messages through to legislators.  
 

Insight on Alexandria: Behind the Scenes at NCUA 

This panel discussion will provide insights on how NCUA operates and what is expected from the agency in 2022. We will hear from former NCUA officials on their perspectives on the agency and what they expect to see in the future.  
 

Improving Service to Women, an International Perspective

Women face numerous obstacles when it comes to obtaining responsible financial products around the world. Learn how the international experience and focus can help you improve its service to women and your members to grow Diversity, Equity & Inclusion.
 

Cryptocurrency's Move to the Mainstream: How (and Why) Credit Unions Should Prepare 

While multiple studies confirm that a majority of Americans would prefer to conduct cryptocurrency transactions through their financial institution, they also reveal a broad cross-section of the population already engaged in crypto, siphoning significant balances from banks and credit unions to fund these activities. The first wave of credit unions are now venturing into the crypto sphere, following the NCUA’s recent guidance clarifying that federally insured credit unions may provide such services through partnerships. This interactive panel discussion will explore near-term opportunities, available technologies, and the cryptocurrency market’s longer-term outlook.     

 
Rethinking Your Payments Strategy to Meet Member Expectations

Rethink your revenue strategy to engage with members in their everyday lives via payments. This interactive session will examine the latest consumer research and payments technologies and propose how credit unions of any size can implement a successful payment strategy based on member lifestyles.  

Presented by CO-OP 
 

Breakout Sessions, 2:30 – 3:45 PM

Laying the Foundation for a Transformational Digital Lending Experience

Understand how emerging lending technologies can aid you in the transformation and digitization of your credit union.

Presented by Origence, A CU Direct Brand
 

Putting it All Together: Enhancing your Advocacy Through Strategic Communications  

Telling the credit union story is a critical piece of our 360-degree advocacy strategy. This panel of legislative and communications experts will discuss key communications strategies that can bring your advocacy to the next level.
 

New Sheriff in Town: What to Expect From the CFPB Under Director Rohit Chopra

Director Rohit Chopra took the reins at the CFPB in October 2021 and is expected to take the Bureau in a different direction from the prior administration. Hear our panel of experts discuss what to expect under his leadership in the areas of rulemaking, supervision and enforcement. The panel will also discuss how these changes are likely to impact credit unions at or near the $10 billion threshold for CFPB supervision.   
 

Credit Unions & the 2022 Midterm Elections: A Look Ahead

The 2022 Midterm Elections are fast approaching, with control of Congress at stake. What can we expect from both parties, what issues will decide the election, and what can you do to ensure our movement’s voice is heard and our champions elected?  
 

Diversity, Equity & Inclusion: The Key to Advancing Communities, Financial Well-Being for All and our Future 

CUNA research finds that most credit unions recognize the power of DEI as a key to advancing communities, ensuring that our efforts to foster Financial Well-Being truly are for all, and securing our future as a movement. The last two years have deepened disparities and increased the urgency of DEI. Hear from thought leaders on DEI, leading credit unions large and small from around the country, as they share specific steps they have taken to help move the needle on issues like banking deserts, financial equity and inclusion that is bridging economic gaps for underserved and marginalized groups, such as communities of color, low-income groups, LGBTQ+, and more.   
 

Credit Union CEO Roundtable Discussions & Idea Exchange 

Don’t miss your opportunity to network, share insights and collaborate with other forward-thinking credit union CEOs in a candid and enlightening session.  This session is conducted by the CUNA CEO Council.

Note: Participants don’t need to be CUNA CEO Council members, but the session is strictly limited to credit union CEOs.  

Presented by CUNA Councils
 

Economic Update & Implications for CUs

In an environment characterized by crisis, uncertainty and increasing complexity of important trends are magnified. In this session, CUNA economists will explore the following themes and explain the effects they will have on credit union operations in 2022 and beyond:

  • 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
  • Disparities in member Financial Well-Being have dramatically widened
  • Prospects for lending and general credit union operating results have fundamentally changed

Sponsored by FIS

 

Theater Sessions: Industry Trends, 4:00 – 4:45 PM

Are We Serving the Underserved? (West Theater)

Credit unions have the heart, intention, and ingredients to do the right thing for their communities, but how do we put it all together to make a real difference – and what does that look like with the challenges ahead in 2022? This discussion will explore the industry trends around inclusion across the credit union movement. What are the products and services that will make a meaningful impact on reducing racial and gender disparities? What are CUs doing to drive more diversity among our workforce, leadership, and vendors? Where are we scoring wins and where are we missing the mark? Come hear how three CU innovators are making inclusion an essential part of their strategy and growth.

Presented by Zest AI


5 Key Factors That Will Impact the Future of Credit Unions (East Theater)

Join this panel discussion to learn:

  • How rising rates will impact deposit costs and the tools you can use to offer fair rates that don’t destroy the value of the franchise
  • What impact will the recent checking product changes, namely the movement from overdraft, have on the competitive environment and how you can compete
  • What to expect in the digital engagement evolution from key competitors such as fintechs, neobanks and other new entrants
  • Ways to navigate home lending at a time when client interest in mortgages and home equity lines and loans is shifting dramatically
  • Key takeaways from our recent small business research show credit unions’ significant opportunities to grab new loan and deposit relationships from bank competitors

Presented by Curinos

General Session: A Conversation with Reince Priebus and Thomas “Mack” McLarty. III, 9:00- 11:00 AM

Speakers:

Join us for a lively, moderated discussion with former White House Chiefs of Staff. McLarty and Priebus will bring an insiders’ view of the issues driving the current debates in Washington. 

Hill Hikes