7:30 a.m. – 12:30 p.m. - Shamble Golf Tournament

Sponsored by: Credit Union Data Exchange

Location: La Costa Pro Shop/Legenda Course

La Costa Resort & Spa’s golf facilities are unmatched. Follow in the footsteps of the PGA TOUR’s finest players and enjoy a fun-filled scramble tournament on the beautiful  Legends Course. A parkland-style course that features mature trees, gentle doglegs and places a premium on accuracy off the tee. The back nine holes of this course were used in the PGA TOUR rotation.

1:00 – 5:30 p.m. - Registration Desk Open

Location: Poinsettia Foyer

2:00  – 3:30 p.m. - Pre-conference Session: Considerations for First-Time CEOs & Those Who Have Moved into a New Situation

Speakers
 -Susan Gruber, President & CEO, University of VA CU - Charlottesville, VA (new CEO 2022)
- Brian Waldron, President & CEO, Dort Financial CU – Grand Blanc, MI (new CEO 2022)
- Kent Lugrand, President & CEO, InTouch Credit Union – Plano, TX  (18 years as CEO)
- Maria Martinez, President & CEO, Border FCU - Del Rio, TX (29 years as CEO)

Location: Gardenia

A whole new perspective. Unique responsibilities. How do new CEOs adjust to elevated responsibilities, establish critical relationships, communicate direction and vision, find out what they don’t know, and build a foundation for success? What approaches set the tone and help them effectively connect with the board and staff?  Two new CEOs and two veteran CEOs discuss the ins and outs, the familiar and the unknown.

4:00 – 5:15 p.m. - Full Group Kickoff --  Open Forum Discussion

Location: Poinsettia 3

Significant Questions / Great Ideas

Highest rated session from our last face-to-face CEO conference! Based upon pre-conference solicitation from attendees – burning questions CEOs want to ask others and success stories / great ideas implemented during the past year. Kicking off with questions and ideas will give attendees plenty of time to follow up throughout the conference.

5:30 – 7:30 p.m. - Welcome Reception & Dinner

Co-Sponsored by: Open Lending and Origence

Location: Orchid Terrace

Food, drink, and an opportunity to gather with friends and make new contacts from around the country. Connect with fellow CEOs during the reception on the terrace overlooking the Legends Course. Then enjoy a relaxing dinner with peers and guests. 

7:30 – 9:30 p.m. - Hospitality Suite - Opportunity for Additional Conversations, Networking.

Sponsored by: Engage FI

Location: Parlor

After dinner, the hospitality suite is open!  Stop in for dessert, drinks and catching up with old friends and new acquaintances.

7:30 – 8:15 a.m. - Full, Breakfast: Coffee & CEO Conversations

Location: Poinsettia 1

8:30 – 9:20 a.m. - Jim Nussle - CEO Town Hall Meeting

Location: Poinsettia 3

A dialogue on advocacy priorities and key initiatives. Questions and comments on the pending Merger between CUNA and NAFCU. Expect an opportunity to provide some immediate feedback and sharing of ideas and perspectives. 

9:30 – 10:45 a.m. - The Strategic Pause

Sponsored by: Trellance

Speaker: Juliet Funt – Advisor to Fortune 500 executives, Author, Consultant, and featured in Forbes and Fast Company.

Location: Poinsettia 3

Everyone has more on their plates these days and the ‘need to get done’ list continues to grow…deadlines, commitments, meetings, strategy.  We’re consumed, buried, busy and overwhelmed. Funt will identify the source of and solution to the broad-based burnout that is plaguing workplaces. Actionable steps to: liberate you and your teams from burnout and busywork; regain control of your overloaded workday; reclaim creativity and focus despite the chaos around you; bring thoughtfulness into designing your next work norms.

10:45 – 11:00 a.m. - Break -- Conference room / Hallway conversations

Stretch your legs, grab another cup of coffee, chat with fellow CEOs.

11:00 a.m. – 12:00 p.m. - The Economic Forecast and Significant Insights – What’s Ahead?   

Speaker: Jerry Nickelsburg - Adjunct Prof. of Economics & Director UCLA Anderson Forecast

Location: Poinsettia 3

For the past 70 years, the UCLA Anderson Forecast has supplied the public, the media and policymakers with critical insights on the economy and unbiased economic forecasting.

12:15 – 1:15 p.m. - Networking Lunch

Location: Orchid

1:15 – 2:15 p.m. - Digital Strategy, Execution, and Staying Competitive

Speaker: Steve Williams, Co-Founder & President, Cornerstone Advisors

Location: Poinsettia 3

How CUs can and are stepping up their digital delivery strategies. Optimizing operations; engaging members; transforming products; leveraging fintechs. The latest digital trends, prioritizing your Credit Union’s roadmap and embracing the next evolution of digital.

2:15 – 2:30 p.m. - Transition Time

2:30 – 3:30 p.m. - Breakouts

Smaller group discussions are an opportunity for you to exchange current practices, experiences, ideas and advice on the topics listed with fellow CEOs. Subject Matter Experts in each breakout will tee-up the topic and help guide the discussions.

Employee Engagement
Discussion facilitated by: Chary Krout, Co-Owner & Partner, Cultivate
Location: Iris 1

• Review employee engagement data & trends
• Share focus areas with the highest impact on engagement
• Discuss ideas on how to get started on enhancing the employee experience
• Explore what peers are doing to successfully address employee engagement

Mergers & Acquisition
Discussion facilitated by: Steve Williams, Co-Founder & President, Cornerstone Advisors
Location: Poinsettia 3

• Landscape & strategies
• Variables to consider - strategic and operational synergies
• Merger policy / framework
• Feedback from CUs that have been there, done that

Liquidity / Deposit Growth
Discussion facilitated by: Danielle Scodellaro, Executive Benefits Specialist, TruStage
Location: Marigold

• What actions have CUs taken to successfully address liquidity issues?
• What unique ways (other than rate) are Credit Unions using to attract deposits.
• What great ideas are out there for raising capital quickly and safely?
• Approaches to funding executive plans, given lower liquidity?

Increasing Profitability / Improving Non-Interest Income
Discussion facilitated by: Mark Mahoney, Area VP, Strategic Consulting, engage fi
Location: Iris 2

• Alternative non-interest income strategies CU's have implemented to replace revenue
• What strategies are you employing to counter IRR issues
• Revenue growth, cost control, streamlining processes, and effective use of technology
• Actions peers have taken to achieve higher performance levels of profitability

3:30- 3:45 p.m. - Break / Transition Time

3:45 – 4:45 p.m. - Experience Earned and Lessons Learned -- Or: If I Knew Then What I Know Now

CEO Panel
- Tony Budet – (retired) President & CEO, University FCU – Austin, TX
- Caren Gabriel –(retired) President & CEO, Ascend FCU – Tullahoma, TN  
- Joe Schroeder - (retired) President & CEO, Ventura County CU, Ventura, CA

Moderator: Sandi Carangi, CEO, Mercer County Community FCU

Location: Poinsettia 3

Who knows better than someone who seen it all? Three leaders, who collectively have several decades of management experience, will open up on all things CEO. Expect candid insights on leadership, executive teams, board of directors, competition, overcoming obstacles, successes, flops, hazards, and opportunities. 

6:00 – 8:30 p.m. - Social Networking Reception and Dinner

Co-Sponsored by: Coviance and OM Financial

Location: Valley Promenade

A great opportunity to follow-up on discussions after a busy day of sessions.

It’ll be an evening of fun and networking. Drinks, hors d'oeuvres and dinner, plus music, a golf target challenge, putting contest, prizes and more!

7:30 - 8:30 a.m. - Full Breakfast – Coffee and CEO Conversations

Location: Poinsettia 1

8:30 – 9:30 a.m. - AI / Chat GPT / LLM – Leveraging Opportunities & Recognizing Risks 

Speakers
- Karan Kashyap, Co-Founder & CEO, Posh Technologies
- David Tuyo, President & CEO, University Credit Union – Los Angeles, CA
- Ron Draper, CEO, Somerville's Credit Union –  Somerville, MA

Location: Poinsettia 3

A look at AI and large language learning models like ChatGPT – the promises and pitfalls when it comes to integrating this technology. How should (and are) CUs utilizing AI?  Internal and external considerations and real use examples.

9:30 – 10:30 a.m. - Top of Mind / Commanding Our Attention 

Location: Poinsettia 3

We’ll discuss, debate and deliver on two or three of the most salient subjects that  everyone is talking about.  This promises to be an enlightening and idea-packed finale!

10:30 – 11:00 a.m. - Final Thoughts, Feedback & Adjourn

Location: Poinsettia 3