Conference Registration

Welcome Reception

Enjoy cocktails, light dining & networking with your conference peers from across the country, their guests and “The Ones In Red.“ Registered guests are welcome to attend.

CU Conferences is grateful for the support of its sponsor, PARC Street Group, and would like to thank them for sponsoring the reception. 

Breakfast

Join us for a hearty breakfast. Registered guests are welcome to attend.

Opening Remarks

Strategic Partnerships and Collaboration

Tom Glatt Jr.
Principal/Strategy Consultant
Glatt Consulting Group, Inc.

In today's interconnected world, strategic partnerships and collaborations are essential for credit unions to expand their reach, access new technologies, and offer a wider range of products and services. This session will examine different types of partnerships, from CUSOs and fintech collaborations to community partnerships and shared branching arrangements. We'll discuss how to identify potential partners, structure successful collaborations, and manage the associated risks.  This topic is relevant to Glatt Consulting's experience in advising credit unions on growth strategies and exploring new business models.

Credit Union Compensation Philosophy: Rewarding & Retaining Key Executives

PARC Street Group Representative

Networking/Refreshment Break

Increasing Productivity and Effectiveness With Working Geniuses

Shawn Temple
Chief Strategy Officer
On the Mark Strategies

Have you ever wondered why your team is not as effective or productive as they probably should be? You have the right people, but something just feels a little off. You’re not alone. The Six Types of Working Genius is a new tool that helps people discover their natural gifts so they may thrive in their work. When people better understand the types of work that bring them more energy and fulfillment and avoid work that leads to frustration and failure, they can be more self-aware, more productive and more successful.  

In this session:

• Understand the six stages of work that apply to every industry and every organization in order to get things done

• Eliminate guilt and judgment across the credit union

• Leverage the power of team productivity from weekly meetings to massive projects

Credit Union Growth Trends - Part I

Mark Arnold
Founder and CEO
On the Mark Strategies

Pausing never leads to growth. Now more than ever credit unions need proven growth strategies not just to survive but to thrive in today’s economic uncertainty. When it comes to your growth, you must adjust your strategies and pivot your tactics. You must also know the top trends successful credit unions are implementing to grow. In this session you will learn a clear path to growth, ways to zig while others are zagging and solutions to economic proof your credit union. We will cover multiple strategic action steps you can take today to grow your credit union.

Group Luncheon

Join us for lunch. Registered guests are welcome to attend.

Credit Union Growth Trends - Part II

Mark Arnold
Founder and CEO
On the Mark Strategies

Join Mark after lunch for the continuation of his presentation.

Ethical Leadership and Culture

Tom Glatt Jr.
Principal/Strategy Consultant
Glatt Consulting Group, Inc.

A strong ethical culture is the foundation of good governance.  This session will explore the board's role in fostering an ethical culture within the credit union. We'll discuss the importance of setting clear ethical standards, promoting transparency and accountability, and creating a culture of open communication. We will also examine how ethical considerations should be integrated into decision-making processes at all levels of the organization.  Glatt Consulting recognizes the importance of ethical leadership and can assist boards in building a culture of integrity and trust.

Daily Wrap Up

Breakfast

Join us for a hearty breakfast. Registered guests are welcome to attend.

Opening Remarks

The Member of the Future

Shawn Temple
Chief Strategy Officer
On the Mark Strategies

The member of the future: the notion conjures images of self-driving cars and biometric banking. While tomorrow’s member will indeed use different tools, this person will possess their own unique sets of challenges and demands on the retail financial services environment. The member of the future, with their individualized needs, is right around the corner. Are you ready for them? 

This session will cover how the member of the future is:

• Technology obsessed

• Generationally unique

• Diverse demographically

Networking/Refreshment Break

How to Be a Strategic Thinker

Mark Arnold
Founder and CEO
On the Mark Strategies

As a leader, it’s easy to get trapped in the day-to-day. You find yourself spending your days addressing the urgent rather than focusing on the important. However, true leaders are strategic thinkers. They work on the business, not just in it. This kind of strategic thinking doesn’t happen overnight, though. It takes discipline and hard work, a true mindset shift. 

This session will help leaders: 

• Learn what strategy is and what it is not 

• Connect strategy to operations 

• Discern between trends and fads 

• Develop a lasting strategic mindset 

• Teach your team to think strategically 

Identify roadblocks to a strategy-driven life, both inside and outside of work, and learn how to get over these common hurdles.

Developing the Ultimate Strategic Plan

Shawn Temple
Chief Strategy Officer
On the Mark Strategies

Successful credit unions have sharp strategic plans. Organizations that consistently plan well enjoy success more frequently. As author Jim Collins notes in his book Good to Great, “good is the enemy of great.” Ultimate strategic planning sessions focus on how to ensure your credit union does not settle for good, but strive for greatness. 

This session covers: 

• The strategic funnel


• How to put zing into your planning sessions

• The magic ingredient to the ultimate strategic plan

• Tips for improving your strategic plan

Group Luncheon

Join us for lunch. Registered guests are welcome to attend

Credit Union Health and Performance

Tom Glatt Jr.
Principal/Strategy Consultant
Glatt Consulting Group, Inc.

In today's volatile economic landscape, boards are often forced to navigate a "data fog" of conflicting metrics that obscure the true performance story. This session cuts through the noise by providing a deep dive into the CU HealthScore, a powerful, statistically validated model for understanding your credit union's overall health. We will go beyond the numbers to explore the underlying trends shaping the industry, breaking down the key metrics that drive long-term resilience. All conference attendees will receive complimentary access to the CU HealthScore platform, allowing them to research and benchmark industry and individual credit union performance. This session will equip attendees to interpret and utilize a holistic performance score to assess their credit union's health, identify emerging industry trends, and pinpoint areas for strategic focus.

Building a Strategic Brand

Mark Arnold
Founder and CEO
On the Mark Strategies

Branding is more than just changing a logo or the look of your marketing material. Much more. A true comprehensive branding program will impact the entire organization. Your credit union doesn’t just “do” branding one year and mark it off its “to do” list: your credit union must “live” the brand every day. This session provides strategic thoughts on what to do and not do with your credit union’s brand, including: 

• Defining what branding really is 

• Creating and leading an impactful brand culture 

• Gaining staff buy-in 

• Communicating your brand to your members

Conference Wrap-Up