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.
Blockchain DemystifiedSponsored by: BITCUB
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
- 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
- Identify the global trends in regulation affecting the financial services industry and the impact on your financial service institution
Recruitment and Retention Strategies
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.
Speakers: Marc-Andre Pigeon, Kevin Potter
Moderator: Michael Edwards
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 WorldwideSponsored 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
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.
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
- 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.
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: www.nasbaregistry.org.