12:00 p.m.
Registration
Lunch available
1:00 p.m.
Welcome & Opening Remarks
1:30 p.m.
A Survival Guide for Retail Banking
Joe Sullivan, CEO, Market Insights, Inc.
It wasn’t long ago that retail banking was a fairly straightforward enterprise: you open a branch, you collect deposits, you make loans. Simple.
But today, the rapid acceleration of technologies like generative AI, the rise of embedded finance, the increase in regulatory complexity, the escalation of digital competition and more, has placed financial institutions under tremendous pressure to adjust and evolve.
This “Survival Guide” session will share practical insights into the trends that are reshaping retail banking and provide guidance on what financial institutions can do to realign with consumer expectations. Participants will be presented with actionable strategies and gain a deeper understanding of the essential principles that will enable them to thrive in the ever- changing world of retail banking.
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advantage-fi.com
2:30 p.m.
Vendor Break
Take time to mingle with the vendors and see what's new this year. Enjoy snacks and light refreshments.
2:50 p.m.
From Faster to Immediate: Two Credit Union's Experience Implementing Real-Time Payments
Melissa Ashley, President/CEO, Corporate One FCU
Kathy Haas, President/CEO, COPFCU
Dean Pielemeier, CEO, Abbey Credit Union
Immediate. Instant. Real-time. Whatever words you use, there is no doubt that payments are moving faster than ever. As the momentum behind immediate payments skyrockets, you may be wondering what it takes to get in the game and connect to the RTP® network and/or the FedNow® Service. Join us to hear about two credit unions’ experience in deciding to join the RTP network and the lessons learned along the way. You’ll walk away with a clear understanding of what it takes to adopt one or both new immediate payment rails. Don’t be surprised if your conclusion includes words such as: Easy. Streamlined. Turnkey.
3:50 p.m.
Roundtable: Emerging Technologies
This will be an open-forum discussion. You have an opportunity to submit a question for your peers during registration, so be sure to let us know what you would like to discuss!
4:50 p.m.
Education concludes
5:30 p.m.
CEO Dinner
Goggin Ice Center (610 South Oak Street, Oxford, OH 45056)
Gather for dinner, drinks, and networking. All are invited to join. Transportation to be provided.
Dinner Sponsored by:
8:00 p.m.
Uptown Pub Crawl (optional)
8:00 a.m.
Breakfast
9:00 a.m.
Welcome
9:15 a.m.
Credit & Debit Card Strategies
Ed Jesionowski, Sales Consultant, CU* Answers
The world of credit and debit cards can be both complex and rewarding, offering significant revenue opportunities for credit unions. In this session, we will delve into effective strategies for growing your credit and debit card programs while simultaneously reducing your monthly processing costs. Learn how to optimize these essential services to benefit both your members and your bottom line.
10:15 a.m.
Vendor Break
Take time to mingle with the vendors and see what's new this year.
10:45 a.m.
Credit Union Balance Sheet Management in an Election Year
JD Pisula, VP, Strategic Advisory, Accolade Investment Advisory, LLC
Presented by Accolade, this will provide an overview of current credit union balance sheet trends, examiner pressures, and how to analyze balance sheet strategies in 2024. We will look at the current rate environment and evaluate how election year market volatility might impact your credit union’s balance sheet strategy. This session should be beneficial to credit union financial executives and anyone looking to learn more about the mechanics of balance sheet management.
11:45 a.m.
Lunch
Sponsored by:
1:00 p.m.
Building Cyber Resiliency
Doug Davidson, Director of Information Technology Services, GBQ
Todd Baumann, Senior Manager of Risk & Cybersecurity Services, GBQ
Continuing attacks on third party service providers and highlight the critical need for enhanced business resilience. We will equip Credit Union CEOs with insights into business continuity, disaster recovery, incident response, crisis management and vendor risk management. Attendees will gain actionable strategies to protect their businesses and navigate through various disruptions.
2:15 p.m.
Vendor Break
Take time to mingle with the vendors and see what's new this year. Enjoy snacks and light refreshments.
2:45 p.m.
Roundtable: Incident Response
This will be an open-forum discussion. You have an opportunity to submit a question for your peers during registration, so be sure to let us know what you would like to discuss!
3:45 p.m.
Education concludes
5:30 p.m.
Cookout
Marcum Center
Enjoy mingling with peers while enjoying food and competing in our annual cornhole tournament and euchre! All are invited to join.
Bar sponsored by:
8:00 a.m.
Breakfast
8:45 a.m.
Managing Reg. E Liability: Defense You Didn't Know You Had
Douglas Stephan, Partner, Stultz & Stephan, Ltd
Most liability for unauthorized electronic fund transfers is strict. That is, you must pay for the member’s loss even if the credit union did nothing wrong. While that liability might be strict, it isn’t absolute. A variety of lesser-known defenses exist to what are ordinarily considered indisputable Reg E violations—defenses that can save you time and money.
Join Doug Stephan from Stultz & Stephan, Ltd. for an interactive discussion about Reg E, the Electronic Funds Transfer Act, and how to limit and manage your credit union’s risk.
9:45 a.m.
Leading Your Team to Accomplish Your Vision and Beyond
Chris McClure, Leadership & Business Coach, McClure Coaching
Chris McClure will share an inspiring message that explains the key action steps required to develop a motivated, engaged team that is capable of implementing a team or company vision to achieve greater levels of success. The presentation will include tangible action steps which can be applied immediately.
Speaker Sponsored by:advantage-fi.com
10:45 a.m.
Break
11:00 a.m.
Roundtable: HR/Employee Retention, Recruitment, Succession Planning & Culture
This will be an open-forum discussion. You have an opportunity to submit a question for your peers during registration, so be sure to let us know what you would like to discuss!
12:00 p.m.
Event concludes
Door prize winners will be announced!
All attendees will be entered into a drawing for a chance to win one
of three prizes. You must be present to win.
© 2024 Corporate One Federal Credit Union
