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Virtual Starts at 1:00 pm EST

Winter Event
Wed. November 20, 2024

Join us for the fourth installment in the 2024 series. Featuring a renowned keynote speaker, credit union CEO panel discussion, and two industry expert breakouts. You won't want to miss this two-hour virtual session.

Keynote session

Resilience Redefined:
A Blueprint for Building a Stronger Organization at Any Size

1:00 PM EST

Sekou Bermiss

Associate Professor of Strategy and Entrepreneurship; UNC Kenan-Flagler Business School, The University of North Carolina at Chapel Hill

In today's fast-paced and ever-changing business landscape, resilience is a key determinant of any credit union’s long-term success. This keynote will explore the concept of building a resilient organization.

The session will also discuss the strategies and principles necessary to thrive (and help our people thrive) no matter what comes our way. This keynote is designed to equip attendees with:

  • A comprehensive understanding of what it means to be a resilient organization
  • Actionable insights to navigate challenges and seize opportunities
  • Concepts to help ensure long-term success in today's dynamic world

 

Credit Union CEO Panel Discussion

How Strong Cultures Make Strong Credit Unions: People-First Leadership

1:50 PM EST

Following the keynote presentation, CUInsight's Randall Smith will host a panel of credit union CEOs to discuss topics and issues relevant to the industry.

  • Nathan Cox, President & CEO at InRoads Credit Union
  • Brian Lee, President & CEO at Landings Credit Union
  • Joanne Todd, President & CEO at Northeast Family Federal Credit Union

   

 

 

Shea Adrian

Breakout Session A Sponsored by AvidXchange

Automate to Innovate: Harnessing the Power of Digital Tools

2:30 PM EST

Shea Adrian

Solutions Consultant at AvidXchange

Ready to elevate your credit union's operational performance? In an era where security threats and manual processes can hinder growth, this session will illuminate how embracing accounts payable (AP) automation and digital solutions can drive significant improvements.

We'll explore practical strategies to improve operational efficiency, reduce manual errors, and empower your team to focus on higher-value tasks. Stay ahead of the curve with this discussion on emerging trends in technology and ways your credit union can adapt to succeed in an increasingly digital world.
 
Don't miss this opportunity to transform your operations and drive performance—your credit union's future depends on it!

Attendees will learn:
  • Strategies for leveraging AP automation to enhance operational efficiency
  • The critical role of automation in improving compliance and mitigating risks
  • Upcoming trends in technology and how to adapt for future success

 

Brittany Grasley and Chris Miller

Breakout Session B Sponsored by Q2

Dynamic personal experiences: The new personalization imperative

2:30 PM EST

Brittany Grasley | Chris Miller

United Federal Credit Union | Cornerstone Advisors

The research is clear: Consumers want more than one-size-fits-all banking. And while most credit unions have started down the personalization path, success takes more than occasional targeted marketing offers.
 
 Hear from VP of Remote Services Brittany Grasley on how United Federal Credit Union is serving members and accelerating growth through dynamic personal experiences.
 
She'll discuss real-world practices for building loyalty for life with Cornerstone Advisors' Chris Miller.
 
They'll address:
  • Leveraging data to deliver digital banking experiences that strengthen relationships—at scale
  • Empowering employees for continuous innovation and improvement
  • The power of continually offering personalized solutions that anticipate targeted member needs 

Fri. November 22, 2024 1:00 pm EST

Tactical Takeaway
Follow-up Session

Tactical Takeaway sessions are an extra session two days after a CUInsight Mini-Con event. These thirty-minute workshops are designed to provide practical tips and tools for people leaders.

Registrants will receive their invitation to this session after attending the live CUInsight Mini-Con event.

A big thank you to our
Winter Event sponsors!

 

avidxchange Q2

 

CUInsight Mini-Con Series

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