Breakout Sessions

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, 29 July • 11:00am - 12:15pm

Monday, 29 July • 1:45pm - 3:00pm

Living with an Engagement Strategy

Speaker: d. Tyler Miller
Living with an Engagement Strategy is about connecting with employees, members and prospective members with relevant messaging in order to drive activation and nurture loyalty. The first step is creating a process to be able to listen to what your people are saying. The journey is about evolving the conversation and developing emotional connections with your people.

Key Takeaways:
  • Bring Your Brand to Life
  • Enable Omni-Channel Conversations
  • Re-imagine Message Frequency
  • Say Thank-You

Together Better – Small Credit Unions Collaborate for Innovation & Efficiency

This session will highlight unique collaboration opportunities for smaller credit unions.  Panelists will share how their credit unions were able to leverage each others unique strengths and resources, to improve member service, increase growth and enhance long-term success and sustainability. 

Our expert panel will discuss how they came together to share resources to support compliance, accounting, mortgage lending and more.  They will share their experience and what they had to overcome to reach better results.   Session participants will be able to ask questions and gather ideas to take home to their credit unions.

The Future of Mobility

Speaker: Tony Boutelle
The future of automobiles is A.C.E.S.


Hear how the changes in mobility will impact lending for credit unions.

Tuesday, 30 July • 11:00am - 12:15pm

Tuesday, 30 July • 1:45pm - 3:00pm

Wednesday, 31 July • 9:00am - 10:15am

Implementing a Credit Union Values-Based Business Model

Speakers: Karen Miner, Cory Munden, Tracey Kliesch
Moderator: Karen Miner
This breakout session centers around a tangible and holistic framework for the credit union business model, in the context of a values-based model. Rather than considering a triple bottom line focus as a nice to have (or add-on), this framework centers on how a credit union can ‘maximize value’ in a way that is integrated into a member-centric business model (from governance to day-to-day operations). This session will engage in a lively discussion of the credit union model’s strengths as well as the inherent challenges of operating in a competitive financial industry.

Case study examples of both a very large and relatively small credit union will be used to illustrate the model. Examples will illustrate specific programs and tools used to maximize the success of a values-based business model.


Learning Objective:

By participating in this breakout session, attendees will:

  • Learn about a conceptual model for a values-based credit union business model.
  • Acquire a practical understanding of specific examples of management and governance excellence in practice.
  • Gain knowledge of specific governance and management tools, such as the co-operative balanced scorecard.
  • See how knowledge converts into practice, demonstrated through international networks and co-operative learning opportunities.

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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: