National Association of Federal Credit Unions | 46th Annual Conference and Solutions Expo | July 9 - 13, 2013 | Boston

Executive Track

Doing Business with the Federal Home Loan Bank

Canal B/C

Join us for a session on how the cooperative model of the Federal Home Loan Bank System aligns with credit unions to successfully meet the needs of your communities and encourage growth. Learn how the FHLBank System is a viable and active source of ongoing liquidity for many credit unions around the country and how you can take advantage of this resource.
Robert Dozier, Federal Home Loan Bank, Executive Vice President and Chief Business Officer

Credit Unions Can Buy Banks!

Delta C

GFA Federal Credit Union is in the process of acquiring Monadnock Bank, working through the regulatory hurdles, and thus it is a trailblazing initiative. The credit union formed a team of industry experts to assist in the financial analysis and legal matters. Those attending the session will gain an understanding of the best practices in analyzing the acquisition of another financial institution and the challenges and opportunities.
Tina M. Sbrega, President and CEO, GFA Federal Credit Union; Michael Bell, Attorney and Partner, Kotz Sangster; Robert Hutchinson, Head of Depository Institutions, Investment Banking, Sterne, Agee & Leach, Inc.

A Private Conversation with NAFCU’s President and CEO Fred Becker, Jr.

Delta D

Becker will discuss the latest trends affecting the credit union industry, including regulatory and legislative updates, economic challenges and developments and opportunities for the credit union industry in today’s economy.
Fred Becker, Jr., President and CEO, NAFCU

Top 10 Credit Union Fraud Claims and How to Prevent Them

Delta B

How does your experience with fraud stack up against other credit unions? This session will take a unique look into data provided by several major providers of credit union bond coverage. Learn about the top credit union fraud claims and the latest techniques and strategies for preventing them. Benchmark your experience against this first-of-its kind, industry-wide information share from multiple service providers.
Don Thompson, Independent Consultant, Allied Solutions, LLC

Engaging Gen Y: Defining Your Credit Union’s Culture for Success

Canal A

Credit unions need to adapt to shifts in culture to attract and retain a successful workforce. Get insight into what Generation Y expects and needs from their work experience. Discover how you can cultivate a healthy, distinct culture that will support Gen Y’s need to feel connected and make a meaningful difference with their work. You’ll learn how to provide a clear path for them to make real contributions to your credit union, its goals and strategic initiatives.
Matt Monge, Chief Organizational Cultural Officer, Mazuma Credit Union

2012 NAFCU/BFB Survey of Federal Credit Union Executives and Compensation

Bayou C/D

Explore key findings for top executives from the 2012 survey and discuss important considerations for understanding and effectively using the salary survey results.
Jack Clark, Ph.D., Principal, Clark & Chase Research, Inc.

Branches in a Multi-Channel World

Bayou C/D

Even as branches still are the major channel for new business and transaction processing, key customer segments are increasingly moving to web, phones, tablets and other new channels to conduct their banking business. In this session, we will examine key migration trends, how they impact branch goals/scorecards, and the role branches will play in selling to and supporting clients who manage their relationship in multiple channels.
Terence Roche, Principal, Cornerstone Advisors, Inc.

Stop Feeding the Strategic Crocodiles: It’s Not Paranoia if They Are Out to Bite You

Bayou C/D

Ongoing change can make your credit union reluctant to take major strategic steps, especially when significant energy and resources are in demand to manage through unprecedented challenges. This session will help you gain a thorough understanding of what your credit union is up against in the months and years to come and give you valuable insight on how to mitigate the impact of increased regulation and oversight.
Marvin Umholtz, President and CEO, Umholtz Strategic Planning and Consulting Services

CEOs’ Forum

Delta B

Co-sponsored by Insuritas and CUNA Mutual Group

Exclusively for credit union CEOs
As the top executive at your credit union, you’re leading through a time filled with opportunities and challenges. In this session, you will connect with other chief executives and have an open discussion on the latest industry issues like increased regulation, capital reform, the CFPB, new technologies, and what’s on the horizon.
Moderated by Dan Berger, Executive Vice President of Government Affairs, NAFCU; and Carrie Hunt, General Counsel and Vice President of Regulatory Affairs, NAFCU

Senior Management Forum

Canal A

Co-sponsored by Cathedral and Pentegra

Exclusively for credit union senior staff
Senior managers and executives unite. You can’t afford to miss this exclusive networking and idea-sharing session. Gain valuable insight from your peers on improving the day-to-day operations of your credit union. Discuss your long-term goals, share common challenges and find solutions with other credit union senior managers in this highly-interactive forum.
Moderated by Lisa Cox, Director of Events and Education, NAFCU; and Alicia Hosmer, Director of Marketing, NAFCU