Credits Earned: Maximum of 8.0 CPE Credits
Field of Study: Specialized Knowledge
Prerequisites: None
Who Should Attend: Board Members, CEO’s, Executive Directors, Senior Management in Credit Union and Financial Cooperative Roles
Advance Preparation: None
Program Level: Overview
Delivery Method: Group Live

Our conference offers valuable content, collaboration and connections on a global scale. Keynotes and breakout sessions will be filled with industry experts sharing expertise on the topics below.

Click on a topic below to sort educational sessions by topic. 

Monday, 16 July • 11:00am - 12:15pm

Blockchain Demystified

Sponsored by: BITCUB
Session description coming soon.

Cybersecurity as a Business-Enabler

Speaker: Summer Fowler

Too often there is a mystique surrounding cybersecurity as an advanced IT function. Leaders often relegate cybersecurity risks and solutions to the technical team without providing appropriate oversight or insight into organization risk appetite to guide cybersecurity decisions. This session will provide an overview of leadership’s responsibilities when it comes to handling cybersecurity as an enterprise risk. Attendees will leave the session with an understanding of cybersecurity for operational resilience and questions to ask cybersecurity teams to ensure the organization is aligning cybersecurity needs with business objectives. 


  • Understand that cybersecurity is not just for the IT department
  • Learn how to engage senior executives from their financial institution in cybersecurity planning and execution.

Underground Leadership, Challenging the Status Quo

Speakers: Susan Mitchell, Paul Norgrove, Miriam De Dios Woodward, Elenita San Roque, Patsy Van Ouwerkerk, Brandi Stankovic
Mitchell Stankovic and Associates has created an Underground Community of credit union leaders that is innovative, inspiring and recognized for its impact on the industry. This session will encourage attendees, as leaders, to engage in challenging discussion about politically incorrect issues, that to date, have been off the record.  It is time to put these issues on the table, to step out of your comfort zone, and to challenge the status quo. Credit unions can be the super heroes and game changers. The Underground Community is stirring things up and that’s okay.  To be relevant, we must unite for common purpose! It is time to have a dialogue about belief in solidifying our credit union community.   Topics that will be explored include One Voice, Small Credit Unions may be the Giants, Diversity and Financial Inclusion.  Attendees will receive materials to facilitate discussion when they return to their credit unions to continue the dialogue on how the World Credit Union Conference created a forum for real discussion.

  • Encourage attendees to engage in challenging discussion about issues that have been off the record. 
  • Identify how to facilitate discussion on these issues upon returning to your financial institution.

Regulation in the 21st Century

Speakers: Pawel Grzesik, Kelly Harris, Michael Lawrence
Moderator: Michael Edwards
International standards and standard-setting organizations—such as the Basel Committee on Banking Supervision, the Financial Action Task Force, the Financial Stability Board, the European Union, the International Monetary Fund, the World Bank, and others—are increasingly influencing national-level regulations for credit unions and other mutual depository institutions.  Learn how this trend of international standardization is affecting mutuals around the world and what it means for upcoming changes to your institution’s regulatory environment.

  • Identify the global trends in regulation affecting the financial services industry and the impact on your financial service institution

Recruitment and Retention Strategies

Session description coming soon.

Monday, 16 July • 1:45pm - 3:00pm

Leading Successful Organizational Transformations: A Case Study

Speakers: William Wolke, Karen Starr


  • Understanding of the rationale, preparation, timing, execution and monitoring of major change
  • Learn essential leadership behaviors and practices for successful change

Current and Future Cyber Threats to Credit Unions

Speaker: William B. Nelson

The cyber threat landscape continues to evolve.  In this session, attendees will learn about the latest methods that cyber criminals and other threat actors are employing to defraud or disrupt credit unions and their members.  Mr. Nelson will provide an anatomy of a typical cyberattack along with case studies on account takeover, denial of service, and data breaches.  Mr. Nelson will take a look at potential future cyber threats to the credit union industry like destructive malware and steps the industry is taking to protect itself in anticipation of those threats becoming reality.


  • Identify the changes occurring in cybercrime around the world
  • Learn how to best position your financial institution to respond to cyber threats.

Innovation in Regulation

Speakers: Dr. Ang Hak Seng, Kelly McGiffin, David Taylor
Moderator: Andrew Price

Prudential regulations for credit unions and other mutual depository institutions in some jurisdictions have been updated in recent years, such as to allow new investment options or supervisory approaches.  Learn about the cutting-edge changes to mutual depository institutions’ rule books in Australia, Canada and Singapore that are helping mutuals blaze new frontiers.   


  • Learn how portfolio-shaping regulation systems allow credit unions to thrive.
  • Understand how your country and organization can benefit from regulation rulebooks.

Inclusive Leadership: Why Diversity and Inclusion Matter

Speakers: Niki Sharma, Angela Russell, Elenita San Roque


  • Learn the benefits of both the business case and moral argument for building diverse and inclusive teams.
  • Learn how to begin designing a Diversity & Inclusion strategy for your organization.

Tuesday, 17 July • 11:00am - 12:15pm

Transforming a Credit Union – the Challenge of Leadership

Speaker: Robert Cooper

Savvi Credit Union is the second largest credit union in Ireland.  In 2013, Savvi Credit Union (formerly St Patricks Credit Union (ESB Staff)) undertook a major new strategy to transform the Credit Union. This entailed deep engagement with members and the creation and execution of a major business transformation program. This presentation delivered by Robert Cooper, CEO of Savvi, will tell the story of the journey of the transformation - a journey Savvi is still on.


  • Learn the keys to successfully implementing a digital transformation within a financial institution and how to maximize investments

Modern Corporate Innovation: Why, What and How

Speaker: Dan Kaiser

“Innovation,” “disruption,” “agile” and other buzz words are used everywhere these days. Innovation started among entrepreneurs and around the edges of the business world, but now is rapidly becoming major focus in mainstream companies and corporations.

This session will explore some of the larger questions and concepts around corporate innovation. Why is innovation growing in importance? What exactly is innovation? How are companies building innovation into their organizations? This session will provide an overview on the subject of corporate innovation as well as specific concepts to consider when exploring innovation in your organization.


  • Understand why innovation is growing in importance, what exactly is innovation, and how companies are building innovation into their organizations.

Mortgage Lending

Speakers: Marc-Andre Pigeon, Kevin Potter
Moderator: Michael Edwards
The mortgage lending business is changing around the world as a result of the recent finalization of Basel III risk-based capital rules and national-level measures to address perceived home-price bubbles in places like Sydney, Toronto and Vancouver.  Learn about recent international and national-level developments in mortgage lending regulation and how they affect your institution’s operations and capital requirements.

  • Learn about development in credit union mortgage lending regulations and recent changes in Basel III.

Elevating Women in Credit Unions: 10 Steps for Board Members, CEOs and Emerging Leaders

This session will present the credit union industry’s first international guide, offering strategic solutions for organizations to rethink how they recruit, develop and promote women. This unique brief provides a 360-angle of how boards, CEOs, and individuals can advance women into leadership positions.


  • Learn actionable items to implement in your organization to advance women in the workplace.

Tuesday, 17 July • 1:45pm - 3:00pm

Digital Disruption: Credit Unions Pay-Day Lending Worldwide

Sponsored by Temenos & Software Group

Credit unions everywhere are faced with the challenge of serving clients with limited credit history and an ambiguous income sources.  These prospective members often fall into the trap of over indebtedness at usurious rates to predatory pay-day lenders claiming 600% APR or more.  In established financial markets it’s the corner pay-day lender.  In emerging markets its new platform Fintech’s and international payment schemes that are chasing opportunities be the next “Uber” of microcredit.  

The unintended consequence of excessive debt can be a transfer of wealth from the poorest to the wealthiest.  Credit Unions have an opportunity and a duty to respond.  Learn from the digital revolution of ‘Inclusive Banking’ how to serve the whole community leveraging Fintech to defend against dis-intermediation and serve the community with quality affordable services. 

Temenos and Software Group are leading global digital payers in core banking, digital channels and cloud based Fintech with more than 2,000 clients in over 120 countries between them.  This session will discuss accessible technology for credit unions that need a digital strategy but don’t have the budget for big IT investments.


  • Understand the impact of fintech platforms such as AliPay, IOS and Android mobile payments, MNOs, PayPal and others, and their impact on credit unions and members.
  • Discuss ways to leverage relationships with fintech to reach the wider community of people with thin credit files, ambiguous incomes, and circumstances that create a market for usurious payday lenders and platform credit

How Blockchain Fits within the Digital Landscape: Key Considerations for Credit Unions

Speaker: John Ainsworth
Session description coming soon.

Easy is the New “Nice” – Understanding Your Customer and Member Journey

Speaker: Cortney Angeley

Consumers are no longer satisfied with “nice” – in a time when attention spans and tolerance levels are at near-zero, your credit union also has to be easy to use. In this case study-based session on Customer and Member Journey, we will illustrate how financial institutions around the globe have found new ways to really understand the experiences their members go through. Based on research from the Harvard Business Review, the lower the effort your customers have to give, the more loyal they are to your business. So how do you understand and improve on customer effort? In this session we’ll look at strategies including:

  • Benchmarking and measuring current customer and member effort
  • Documenting the journey your customers and members go through to really see their experience
  • Developing a future state view of how you’d like to improve the overall experience and an ease-of-use strategy
  • Live observational research where you see the experience through your customers’ eyes


  • Attendees will come away with ideas that transcend geographic location for creating an experience that will retain members, grow share of wallet and attract new business.
  • See a new view on understanding and measuring the experience their members actually go through, not just the experience the financial institution intends for them to have. 

Grassroots Advocacy

Speakers: Ryan Donovan, Michael Edwards

Effective advocacy is essential for credit unions and other mutual depository institutions at any stage of development because the stroke of a pen can radically change the rules of the game.  Policymakers need to understand the vital role that mutuals play in their communities in order to secure support for mutuals’ legislative and regulatory priorities. This session will focus on how to structure an effective grassroots advocacy program at the local, regional or national level to influence policymakers and shape laws and regulations in a favorable manner for mutuals.   


  • How to structure an effective grassroots advocacy program at local regional and national level
  • Help shape the laws and regulation in a favorable manner for your Credit Union

Wednesday, 18 July • 9:00am - 10:15am

Combatting Financial Crime

Speaker: Andrew Price

Credit unions and other mutual depository institutions around the world are subject to anti-money laundering and countering the financing of terrorism (AML/CFT) and data security requirements that are intended to prevent abuse of the financial system.  This panel will provide updates on recent developments to international AML/CFT guidance and cybersecurity rules, including the European Union’s General Data Protection Regulation (GDPR), that help combat financial crime.


  • Provide updates on recent updates and developments to international AML/CFT rules as well as developments with the European Union Global Data Protection Regulation (GDPR) and learn how that integrates with your AML/CFT programs.

He for She: Engaging Men in Inclusion & Diversity

Speakers: Steven Stapp, Manfred Dasenbrock, George Ombado, Gadwin Handumon
Moderator: Susan Mitchell
Overview: To move the needle in gender parity, we need commitment and participation of everyone. As men currently lead much of credit unions worldwide, their sponsorship is critical to shaping future change. This panel will highlight how men can serve as change agents in their organizations and lead by example.

  • Learn specific strategies for engaging men in your organization’s effort to promote inclusion and diversity.

Partnering with Fintechs and Why You Might Fail

Speaker: Jeff Erickson

Nowadays everyone is talking about partnering with Fintechs, but what does that actually mean? In a world of rapid change and advancing technology, partnering with the right companies and approaching technology projects with the right framework can mean the difference between success and failure. Companies with limited resources can not afford to make big mistakes, so identifying potential threats and being clear on the value proposition will help you to make better choices as you navigate your organization’s technology roadmap. Challenges will be encountered with any partnership, so identifying them and engaging stakeholders in difficult conversations earlier on in the project can be an effective approach to maximizing the potential for success. Large-scale IT projects have a history of being difficult to manage and failing to deliver on the intended value proposition, so addressing these realities will equip your teams to more effectively implement change across your organization.


  • Gain a deeper understanding of the challenges associated with complex technology projects.
  • Identify opportunities to improve the implementation of new technologies within your organization.


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World Council of Credit Unions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: