• 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.

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.

• 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.

• 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

• 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 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.

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. 

• Identifying must-have technology for your network
  • Determining which sources to collect, how AI and ML supercharge threat identification, User and Entity Behavior Analytics (UEBA) and threat hunting can quickly detect, investigate, and contain threats before they disrupt your business.
• Threat Hunting and Real-time Suppression
  • Learn how AI/ML streamlines threat hunting and enables rapid response by expert security analysts who can identify threats and contain attacks and update your security controls to prevent return or knock-on attacks.
  • Real-time Compliance and Risk Scoring
    • At any time, you should know your risk resilience, identify areas for investment, and insure you are compliant with NCUA ACET and PCI requirements, without the delay and costs of manual report generation and compilation. A robust SIEM should make this as easy as a click-and-report

• 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. 

• 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.

• 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.

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.

• Learn the 5 steps to having a tough conversation.
• Unpack the iceberg model and why this is important when connecting with others to understand belief systems and values. 
• Learn how to recognize when to step in and say something before small things become big things.

• 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. 

• 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.

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.

In this interactive and engaging 40-minute breakout session, First West Credit Union leaders Brian Bevilacqua, Director, Communications and Public Relations, 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 Brian 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.

• Learn the 5 steps to having a tough conversation.
• Unpack the iceberg model and why this is important when connecting with others to understand belief systems and values. 
• Learn how to recognize when to step in and say something before small things become big things.