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.
11:30am - 12:15pm
Financial Education: A Driver for Digital Financial InclusionView Description
- Learn the importance of the financial and business education for individuals and small business owners.
- Understand Visa's tools and platforms to support MSBs and Individuals.
- Learn about a credit union's case study and how to implement a similar program in their market.
Nurturing Better Regulatory EnvironmentsView Description
This panel will focus on demystifying the inner workings of a credit union regulator and will focus on how regulatory frameworks can be optimized for credit unions as well as strategies for working with the regulator either during supervision or examination and for working on policy issues.
- Learn about approaches with the regulator that will help improve relationships.
- Explore how proper regulations can enhance the potential for credit unions to grow and serve their communities.
- Gain insights into techniques for advocacy with your regulator.
How Implicit Bias Disrupts Team PerformanceView Description
- Identify how conformity, perception, confirmation, authority, and attribution biases influence behavior.
- Learn from each other’s experiences in responding to biased behaviors.
- Understand how biases can be disrupted in everyday interactions with team members.
Managing The Risks of Digitalization: Cybersecurity for Credit UnionsView Description
- Understand the risks associated with digitalization.
- Learn the current and emerging cybersecurity trends and threats, the possible impacts of cyberattacks on Credit Unions, their employees, and members.
- Learn how to create a Risk Management Regime: Preventing & Dealing with Cyberattacks.
- Enlighten Credit Unions on how to undertake risk assessment, create policies and frameworks that help mitigate digital risks.
- Understand the potentials of artificial intelligence (AI) in AML, KYC and regulatory compliance as well as the ethical and moral issues associated with AI innovation
1:45pm - 2:30pm
Mastercard Services for Credit Unions: Partnering for InclusionView Description
Connecting the Credit Union Mission to Diversity and InclusionView Description
- Hear how credit unions of all asset sizes and locations have implemented sustainable governance engagement in diversity and inclusion initiatives.
- Learn how the regulatory environment can impact financial inclusion efforts and key regulatory considerations to make your initiatives successful.
- Bring back practical examples of how understanding the demographics in your community and translating them to operational knowledge can promote inclusion.
Sustainable Finance – Opportunity or Regulatory Burden?View Description
Sustainable Finance is an emerging regulatory issue that will affect all aspects of a credit unions. Operations, investments, governance and many other areas will be affected by regulations currently under development by international standard setting bodies and national level regulators. This session will help you learn about the many opportunities for credit unions as well as the many regulatory challenges that you will face.
- Gain insight into the emerging regulations surrounding sustainable finance including effects on investments, governance, operations and others.
- Learn how to document and articulate the social benefits of the credit union model and how these relate to sustainable finance.
- Explore the evolving regulatory framework at the national and international standard setting level.
2:45pm - 3:30pm
Boosting Financial Inclusion Through Credit UnionsView Description
Learn how credit unions can play a pivotal role in addressing Financial Inclusion. This panel will focus on regulatory changes designed to allow credit unions to meet their potential in serving underserved areas and populations. In particular the importance of proportionality in allowing credit unions to address financial exclusion will be discussed.
- Learn how regulators are helping credit unions maximize their outreach to underserved and underbanked populations.
- Explore the connection between proportionality and financial inclusion and how international standard setters are helping with this issue.
- Gain insight into why financial inclusion has been characterized as the civil rights issue of the 21st.
Demanding More Achievement in CybersecurityView Description
- Understand the distinction between activity and achievement to seek out metrics that actually measure cyber performance and how well we’re doing versus what we're doing
- Learn a framework for Cybersecurity Performance Management (CPM) for effective cyber program management tied to an organization’s strategic cyber objectives, measuring meaningful metrics over time to ensure continuous monitoring of risk, compliance, maturity and ROI
- Gain an understanding of how to rely on cybersecurity performance metrics to focus resources, especially budget, to garner the best outcomes
- Accurately gain insight into how to report to the Board how well their cyber program is performing
Voices of Youth: Expanding Relevance through Professional Development, Entrepreneurship and Community EngagementView Description
- Witness a unique strategy for youth focused community engagement that can be applied locally through your credit union.
- Consider examples of how credit unions are building more resilient communities by supporting entrepreneurship and sustainable development goals.
- Explore the intersection of social media, cooperative education and professional development.
Tuesday, 19 July
11:30am - 12:15pm
Adopting Fintech: Challenges and Lessons for Improving the “Customer Experience” at Credit UnionsView Description
Panelists will discuss the challenges of choosing the right fintech partner and adopting appropriate fintech solutions that meet member needs and reduce friction in service delivery while helping to lower costs. The panel will share views from the credit union C-suite, presenting both a developed country, as well as a developing country perspective. In addition, fintech solution providers will share their views of the challenges of working with credit union's as customers.
- Identify strategies for selecting appropriate fintech partners to ensure the right match of credit union needs and fintech solution.
- Learn about specific fintech solutions that enable credit union's to effectively improve customer/member services at a low cost.
- Understand the limits of fintech and importance of not going overboard in applying financial technology that isn’t grounded in customer needs.
Generating Business Value through SustainabilityView Description
- How to achieve operational efficiencies and growth, while making a positive difference in society.
- Understand why sustainability should be part of your strategic plan.
- How to drive Board, management, and staff engagement, as well as attract and retain employees through learning and development programs.
- How your credit union can lead the way in localizing the UN Sustainable Development Goals from taking Climate Action to Diversity, Equity, and Inclusion (DEI) initiatives.
Refocusing Your Portfolio on Women: A Business Case from SenegalView Description
The panelists will demonstrate how they were able to use data to achieve institutional buy-in and create transformational change with the PAMECAS network in just 12 months.
- Understand the power of data in making business and product decisions.
- See how subtle changes in product costs can move markets.
- Understand the business case for investing in women members.
Leveraging Data for Business Value and Better OutcomesView Description
- A roadmap of best practices and key roadblocks for leveraging data analytics to produce desired outcomes, based on a case study of Kinecta Federal Credit Union.
- A benchmark on the state of organizational analytics readiness and adoption from a survey of nearly 200 unique natural person U.S. credit unions.
- A future-looking framework for driving credit union data analytics success using key components of leadership, culture, technology, people, and processes.
1:45pm - 2:30pm
Ideation, Innovation, and Inclusive DesignView Description
- Understand the ideation/innovation process
- Learn how your credit union can apply principles of inclusive design
- Uncover new examples of innovative strategies from inside and outside the credit union industry
More than a Credit Union: Empowering our Immigrant Members to Make the Most of our Financial Products and ServicesView Description
- Understand the unique social and cultural barriers that immigrants across communities face to enter and thrive in the financial mainstream.
- Understand how to establish an environment in your cooperatives that is welcoming and empowering for immigrants.
- Develop social and cultural programs that empower your immigrant members to take advantage of economic opportunity and contribute to a more welcoming community.
Hot Topics in Credit Union GovernanceView Description
This session will cover the key themes that characterize a well-performing board of directors, such as team working, clear roles, diversity, skills, knowledge and values. But it will focus particularly on the hot and often contested topics that emerged through the process of governance transformation in credit unions. These include executive directors, term limits, board and director performance assessment, and director remuneration. Participants will be presented with a range of perspectives on these issues to help them with discussion in their home credit unions.
- Understanding the key themes in credit union governance.
- Exploration and analysis of contested and thorny governance issues.
- How to drive performance improvement on a credit union board of directors.
Small Credit Unions & Technology: Innovation for GrowthView Description
- Innovative solutions to help meet the needs of current and prospective members.
- How to leverage community partnerships through technology to expand products and service delivery.
- Credit Union Best Practices
Wednesday, 20 July
8:30am - 9:30am
Developing Global Digital Solutions for Credit UnionsView Description
Blockchain, Open Banking, Web3 are all transforming and disrupting financial services worldwide. Learn how these technologies are being developed for credit unions and how regulators will respond to their use. Learn how these technologies are enabling credit unions to empower their members.
- Learn how emerging technologies are shaping operations for credit unions.
- Prepare for possible disruptions to the traditional banking model.
- Gain insights into new and innovative approaches to working with your members.
Best Practices for GWLN Sister SocietiesView Description
Sister Societies are local GWLN “chapters” established worldwide to further our global mission by making a local impact. The mechanism through which our members meet, Sister Societies empower women’s advancement to leadership by:
- Growing GWLN’s membership in the US and internationally.
- Elevating voices in credit unions to narrow inequality gaps.
- Supporting local community efforts and organizations.
- Raising awareness about Worldwide Foundation’s and World Council’s work.
- Supporting DEI journeys within the credit union industry.
- Inspiring the next generation of young leaders.
Sister Societies serve as platforms to discuss issues, exchange ideas, seek solutions, engage with local community organizations, share lessons learned with GWLN members and Sister Societies worldwide, and work toward narrowing inequality gaps.
- The value of GWLN and the growing number of GWLN Sister Societies around the globe
- What is a GWLN Sister Society, its purpose and how can one connect and engage with other Sister Societies
- How to start a Sister Society in your local region, best practices, meeting topics, etc.
Strategic ResilienceView Description
Strengthening Credit Union resilience has never been more important with unpredictable and unprecedented changes in our future. History reminds Credit Union Directors and Executives of the significant ramifications ‘unknown unknowns’ may have on our businesses. Resilience is not simply about surviving the next crisis, it is about emerging stronger from it. Credit Union resilience will arise from four dimensions: Financial Resilience, Internal Resilience, Brand Resilience and System Resilience. It is fostered both through strategy setting and embedded in day-to-day activities. A Credit Union’s deeper understanding and application of the dimensions of resilience will help to create and protect value for its Members, Communities, and the Credit Union System.
- Participants will be able to define Strategic Resilience and comprehend the relationship between resilience and risk.
- Participants will use the dimensions of resilience to reflection their own Credit Union’s resilience.
- Participants will explore new areas of oversight to monitor resilience.
Economic Resiliency and Regeneration - The Financial Cooperative Super PowerView Description
- What role should financial cooperatives play in economic resiliency in their communities?
- Why is a regenerative economy vital for our industry and our future generations?
- How does a financial cooperative tap into this super power?
- What is the credit union DNA within the global economic system?
- How can financial cooperatives truly change systemic economics and thus change the world?
9:45am - 10:30am
Rethinking Your Payments Strategy to Meet Member ExpectationsView Description
- Help credit union attendees with their institution’s technology and operational transformation roadmaps.
- Propose how credit unions of any size can implement a successful growth strategy based on a transformed organization that is dedicated to addressing member lifestyle needs.
- Demonstrate payments as catalyst for credit union growth by leveraging the latest research Co-op Solutions has collaborated on with Filene and EY.
- Demonstrate that it is the experience that a member has at every touch point that matters most in bringing that member into a closer relationship with their credit union.
Community Development – Driving Financial InclusionView Description
Drawing on 25 years in community work, Ian Brewer has pioneered community development work at his Credit Union in Bradford, United Kingdom to create a new model of funded community development work. By exploring the DNA of financial inclusion, new ways of helping people in poverty to save, borrow safely and increase their financial capability coming out of the Pandemic will be discussed. Using his international experience, the presenter will also draw on principles and examples from the Community Development Credit Union (CDCU) movement in the USA, the United Kingdom and other places across the world to demonstrate how partnerships and co-designed projects attract funding.
- Understand the history and concept of Community Development
- Explore how Financial Inclusion is part of the Credit Union DNA
- Learn the importance of networking and how to co-design projects with partners
- Develop your own hybrid model to help build your brand, fund your outreach work and grow your credit union
- Grasp the resources needed such as pooling resources, community mapping, and tapping local authority/ government/ philanthropic/ corporate funding.
Post Pandemic Challenges for Credit UnionsView Description
This panel will focus on challenges faced by credit unions arising from the Covid-19 pandemic. An economic outlook will set the stage for discussion on various regulatory issues faced by credit unions including accounting changes, regulatory changes, the withdrawal of relief measures and other topics.
- Explore how credit unions are dealing with the many challenges and regulatory changes created by the Covid-19 pandemic.
- Learn about the economic forecast and how that may affect credit union operations in the future.
- Gain insight into real world challenges faced by credit unions during the pandemic and the coping strategies.
Empowering the Next Generation of LeadersView Description
In this interactive and engaging 40-minute breakout session, First West Credit Union leaders David Kropp, Agile Coach, and Amanda Wantke, Manager, Talent Attraction, will share their unique perspectives about attracting, developing, empowering and retaining young talent in the credit union system, with stories of personal experience. They will discuss their successes and failures, and how being empowered to make mistakes has added to their development as leaders. Amanda and David will also offer insight into some of the exciting collaborative “young leaders” initiatives they’ve contributed to and participated in and will share an insider’s perspective on how different opportunities and programs can help to develop and retain young talent, with practical examples that credit union leaders worldwide can learn from as they seek to ensure they have the right talent for the future.
- The impact of empowering young talent in your organizations
- How building the future leaders of the credit union system will benefit you today
- Understanding what drives young professionals and how to attract, engage, and retain them
- How can credit unions determine what young talent is looking for?
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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: www.nasbaregistry.org.