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HR & Organizational Development Council Conference

Schedule

2025 details are being finalized. See 2024 schedule below. 

7:30 – 10:30 a.m. - Giveback Event: A Morning at the Beach

Location: Blue Heron

Participants will join The Florida Aquarium and Tradewinds Resorts for an eco-cleanup on South Beach in St. Pete Florida, within walking distance of the resort.  Environmental cleanups like this are critical, not just to beautify the scenery, but also to protect native wildlife and their ecosystem.  We will work together to collect discarded materials and protect the surrounding habitats.  Additionally, Tampa Bay Watch will host an educational table with an opportunity for people to learn to build a vertical oyster garden.  Oysters play a critical role in filtering water and water quality in Tampa Bay.  We hope everyone will join us for an educational and environmentally impactful experience.

What to bring/wear:

  • Water bottle with water – hydration is important!
  • Closed-toed/ water shoes or shoes you can get dirty/wet
  • If you have your own gloves you like to wear you can bring them otherwise, gloves will be supplied.
  • Sunblock/hat – keep your skin safe, this is an outdoor event.  We will have additional sunscreen on hand.

*All other materials required for cleanup (trash bags, gloves, etc) will be provided.

10:00 a.m. – 7:30 p.m. - Registration

Location: Island Ballroom

11:00 a.m. – 2:15 p.m. - Pre-Conference Workshop (separate fee required)

Onboarding for Performance: Cultivate a Performance Culture with New Hires that Fosters Engagement, Enhances Productivity and Increases Retention

Speaker: JD McPherson, Master Trainer, Senior Consultant, The Center for Leadership Studies
Location: Sabal/Sawgrass

Onboarding for Performance goes beyond the typical organizational onboarding approach to help leaders recognize their role in the process and adopt strategies that build a foundation for long-term success and achievement.

Through peer learning, activities and in-depth discussions, participants will learn to apply key strategies to enhance their existing onboarding practices. Participants will develop an onboarding checklist with key touchpoints to establish common language, set expectations for communication and accountability as well as define performance goals and provide regular feedback to support continuous improvement.

Upon completion of this program, participants should be able to apply personalized, actionable strategies to increase the effectiveness of their performance onboarding.

2:30 – 4:00 p.m. - HR Exchange (Open to Credit Union attendees only.)

Speakers
Lisa Baron, EVP, CHRO, BCU
Tara Neal, Chief Human Resources Officer, Texoma Community CU

Location: Jasmine/Palm

As a Human Resource professional in a credit union, you understand the value of collaborating with other HR professionals in the industry. The HR Exchange offers you the perfect opportunity to engage in insightful discussions, exchange ideas, and share best practices.

This session is designed to provide you with a more intimate setting to connect with your peers, allowing for a personalized networking experience. Through this exchange, you can build meaningful relationships with other Credit Union HR professionals, gain valuable knowledge, and enhance your skills in a supportive environment.

Don't miss out on this valuable opportunity to expand your HR knowledge and connect with fellow professionals in your industry.

2:30 – 4:00 p.m. - OD Exchange (Open to Credit Union attendees only.)

Speakers
Lauren DeAngelis, Chief Learning Officer, Carolinas Credit Union League
Spencer Park, VP- Chief People & Administrative Officer, Deseret First FCU

Location: Sabal/Sawgrass

As an Organizational Development professional in a credit union, you recognize the importance of continuous learning and collaboration with industry peers. The OD Exchange provides an ideal platform for engaging in insightful discussions, exchanging ideas, and sharing best practices with other OD professionals.

This session is designed to offer an intimate networking experience where you can establish meaningful connections with your peers. By participating in this exchange, you can gain valuable knowledge, enhance your skills, and contribute to the growth and development of your organization.

Don't miss this opportunity to expand your understanding of organizational development practices and connect with fellow professionals and take the first step in building a supportive network that can drive change and innovation within your credit union.

4:15 – 4:45 - Mix, Mingle and Connect (first-timers or solo travelers session)

Speaker: Lecia Roundtree, SVP, Chief People Officer, Stanford FCU
Location: Banyan/Citrus/Glades

Start your conference experience on the right foot—with friendship and fun! Ask almost any conference veteran and they'll tell you that the connections they make are one of the most invaluable takeaways from attending. Whether it's your first time attending or you're the only representative from your credit union, this interactive session will help you break the ice and begin creating new friendships from day one.

5:00 – 6:15 p.m. - Announcements + Opening General Session – FIRED UP: Exploring the Unexpected Brain Science Link Between Burnout and Heated Debates

Sponsored by: Lattice

Location: The Pavilion
Speaker: Eric M. Bailey, President, Bailey Strategic Innovation Group, Bestselling Author

Over the past few years two trends have been accelerating: Burnout and Division. In this highly engaging session, we will explore the unexpected brain science link between these two phenomena. We'll learn how to understand the link in such a way that you will be able to apply them to your own life, work, as well as help folks within your sphere of influence.

6:15 – 7:30 p.m. - Welcome Reception

Sponsored by: BalancedComp, LLC

Location: Island Ballroom

7:30 a.m. – 6:00 p.m. - Registration

Location: Island Ballroom

7:30 – 8:15 a.m. - Breakfast

Location: Island Ballroom

8:15 – 9:30 a.m. - General Session: Build Your Thoughtfully Fit Core for Resilience and Results

Sponsored by: LemonadeLXP

Speaker: Darcy Luoma, Author, Certified Speaker Professional, Master Certified Coach
Location: The Pavilion

Are you ready for the next curveball life throws your way? The reality is, life is filled with challenges, change, and uncertainty. Relationships have conflict. You get blindsided, feel stuck, and don’t always handle yourself the way you’d like. The highest-performing leaders and teams train so they have the resilience to get results – despite the obstacles.

You can’t control what happens to you, but you can control what you do next. That’s what Darcy learned when her life fell apart in the most shocking way. Drawing on her harrowing personal journey and decades of coaching across 48 different industries, Darcy reveals three powerful steps you can use immediately to clear the hurdles standing in your way of peak performance. So you get results, instead of regrets!

*This program will involve a brief mention of a sexual crime.

9:30 – 9:45 a.m. - Pass Time

9:45 – 10:45 a.m. - Concurrent Breakouts

How to Conduct a Thorough and Compliant Employee Investigation
Location:
Blue Heron

Speaker: Rhonda Hazlewood, Director of Human Resources, Appalachian Community Federal Credit Union
Location: Jasmine/Palm

In this informative session, we will cover conducting employee investigations from receiving the initial allegation, doing an initial assessment, taking immediate action to developing the investigation. We will also talk about appropriate communication, documentation and record-keeping. Investigations should avoid any conflicts of interest and follow all Credit Union Policies. Finally, we will cover any follow-up to avoid retaliation and final documentation.

5G-Can You Hear Me Now? Communicating with 5 Generations in the Workplace

Speaker: Ann Beecham, VP of HR & Administrative Services, Orlando Credit Union
Location: Jasmine/Palm

Today's workforce encompasses five generations of industry professionals & credit union members. Each group brings a unique set of talents and work styles they have grown accustomed to that may not be understood by those in other age brackets. This interactive workshop will give you PRACTICAL tools that make communicating in a multi-generational workplace more effective.

Attendees will learn the answers to the questions:
- What are the shared experiences that define each generation?
- How did those experiences shape generational characteristics & norms?
- What do people in different generations think & feel about each other?
- When and how do we start building bridges to connect our different perspectives?

Knowledge Management: How one CU transformed their organization's way of learning through the use of a Chatbot
Location:
Banyan/Citrus/Glades

Sponsored by: Business Results

Speakers
- Robyn Dietrich, VP of Organizational Development and Learning, West Community Credit Union
- Lorene Meyer, VP - Organizational Strategy and Performance, West Community Credit Union
Location: Horizons

Do you struggle to get accurate job knowledge to your employees when they need it? How do employees access institutional knowledge after formal training is complete? Are training materials and processes updated regularly to keep up with the speed of change in your credit union? How does your ability to provide timely information impact your member and employee satisfaction?

In this session, you will follow one credit union’s journey to answer these questions and discover a transformational use of technology to impact learning for increased member and employee satisfaction. We will show you how creating knowledge efficiency (1) uncovers knowledge gaps (2) addresses different learning styles outside the classroom, and (3) assists in maintaining accurate learning resources.

Leave this session prepared to engage with your organization’s key stakeholders on your knowledge management strategy.

Decoding Leadership Behaviors: A Roadmap for Hiring and Promotions

Sponsored by: Wildsparq

Speaker: Barb Utrup, Sr. Management Consultant, PRADCO
Location: Sabal/Sawgrass

Join Barb for an engaging session where attendees will walk away with tangible strategies to apply to their hiring and promotion practices. In this interactive session, she will review the nuances of leadership behaviors across individual contributors, middle managers, and senior/executive levels. Additionally, the session will shed light on the differences in behaviors between genders, offering valuable insights into diversity and inclusion efforts. Armed with this information, attendees will collaboratively explore strategies to support, develop, stretch, and guide individuals toward organizational success.

10:45 – 11:15 a.m. - Networking Break

11:15 a.m. – 12:15 p.m.  Concurrent Breakouts

7 Ways Cohesion Combats Burnout

Sponsored by:  BALANCE

Speaker: Dr. Troy Hall, President, Dr. Troy Hall, LLC
Location: Banyan/Citrus/Glades

Join Dr. Troy for this interactive and experiential workshop that offers practical solutions to prevent burnout before it happens. Today, 65% of workers in the U.S. are dealing with some form of stress. About 83% suffer medically from stress, and 54% of workers claims that work stress is responsible for stress at home. Dr. Troy makes the case that when cohesion is present, teams are less likely to feel overwhelmed, anxious, or stressed. When leaders commit to infusing cohesion into their work culture, they are creating safe workspaces where people have a sense of belonging (inclusion), value (meaningful work), and commitment (collaboration and trust). Key takeaways include:(1) Introduction of the MASHPLAY Framework. (2) Seven stress-reducing activities that combat burnout. (3) Culture Cheat Codes to power up actions for immediate application in the workplace.

HR - Stop Asking for a Seat at the Table - Pull up a Chair!

Speaker: Virginia Whitham, Chief of Human Resources, Rally Credit Union
Location: Jasmine/Palm

An interactive dialog about the role HR & Development can and does play at our Credit Unions. A fun and humorous look at our past and current roles. Insights and recommendations on identifying our greatest contributions today and into the future. Gaining your voice and how to be your CUs - HR Superstar! It is time we step into the light, the SPOTLIGHT.

The Future of HR & OD is not HR & OD

Sponsored by:  InterLutions

Speaker: Jack Gottlieb, CEO, Total Solutions Group
Location: Sabal/Sawgrass

The last several years have brought unforeseen disruption and uncertainty that continues to evolve when it comes to the future of our credit unions, communities, and members. HR, Talent, OD, and L&D leaders are facing historic challenges in what the real priorities are, how we navigate an extremely competitive talent landscape, manage an exhausted workforce, and pressure to control costs. To turn this around we did exhaustive research over the past 3 years through our work with over 100 organizations and through interviews with 100 of our L&D Transformation Podcast guests. What came from that was 7 critical shifts we must make to lead the future of our credit unions. We will learn to align these shifts with the strategic priorities of your credit union to forge inclusive solutions for both your members and employees simultaneously. Understand how to achieve accountability and urgency organization wide to the critical objectives that exist today while leading long-term growth and impact at the same time.

Growing and Skill Building through Project Management

Speakers
- Lisa Baron, EVP/CHRO, BCU
- Andria McCollough, Senior Vice President, People Development, Truity Credit Union

Join us to learn how credit union have used project management to help employees build their skills, with successful outcomes related to increase retention and engagement, with the added benefit of welcoming diverse thoughts and perspectives which led to inclusive solutions

12:15 – 1:30 p.m. - Networking Lunch

Sponsored by:  EPIC Brokers & Consultants

1:30 – 2:30 p.m. - Concurrent Breakouts

Legal Trends to Watch Out For in 2024 (Session Repeats)

Speaker: Emily Chase-Sosnoff, Attorney, FordHarrison LLP
Location: Sabal/Sawgrass

In this session, HR lawyer Emily Chase-Sosnoff will provide a summary of emerging trends in labor and employment law and advice for staying on the right side of the law. Some topics include knowing when to initiate accommodations under the ADA or to send FMLA paperwork, conducting internal audits of wage and hour practices, and new leave laws in California and other states. The session will conclude with a roundtable discussion on pain points your workplaces are dealing with or anticipate, and advice on navigating those situations in a way that minimizes exposure.

Decoding Human Capital: Unleashing Strategic Insights through Data Analytics in HR (Session Repeats)

Sponsored by: PRADCO

Speaker: Kathy Menditto, VP-Human Resources, Buckeye State Credit Union
Location: Jasmine/Palm

Join Kathy for an engaging breakout session that delves into the dynamic intersection of human resources and data analytics. In this session, we will explore how leveraging advanced data analytics can transform HR practices, offering unparalleled insights into the intricacies of human capital management. Key Topics: Strategic Talent Acquisition, Employee Engagement Analytics, Workforce Planning, and Data-Driven Decision Making. By the end of this session, you will be equipped with the tools and knowledge to propel your HR department from a cost center to a strategic business partner.

Building Engaged Leaders Who Develop Engaged Employees

Sponsored by:  The Center for Leadership Studies Inc.

Speaker: William Thena, Learning & Development Manager, Financial Plus Credit Union
Location: Banyan/Citrus/Glades

This interactive session will walk participants through building a framework for a leadership development program at their organization. We will discuss how to evaluate every employee's potential from senior leadership to the newest employee, then use that information to adjust the focus of education and professional development. We will quickly advance through creating strategic areas of focus for leaders, then discuss various ways that will engage the leaders to participate in their own growth. Finally, we will introduce two powerful tools for transferring a leader's engagement to their employees, increasing their willingness, drive, and participation at work.

HR’s Newest Skill Set: Predicting the Future (Session Repeats)

Speaker: Sathya Chackravarthy, Sr Director, Data Architecture, Trellance
Location: Blue Heron

While it may sound like fiction, predicting the future is not only possible, it’s happening right now. Progressive HR departments across the financial sector are feeding workforce predictive models a steady diet of big data to transform their capabilities and accelerate their goals. Join Sathya Chackravarthy of analytics and technology firm Trellance to discover how. He will share big data and predictive analytics use cases from talent acquisition to personalized career development, workforce planning to employee engagement. Attendees will leave feeling empowered to leverage their own data to emulate the analytics achievements of their colleagues, all with an eye toward simultaneously improving the employee and employer experience.

2:30 – 3:00 p.m. - Networking Break

Sponsored by: Marsh McLennan Agency and DDJ Myers

Location: Island Ballroom

3:00 – 4:00 p.m.  Concurrent Breakouts

Legal Trends to Watch Out For in 2024

Sponsored by:  Marsh McLennan Agency

Speaker: Emily Chase-Sosnoff, Attorney, FordHarrison LLP
Location: Sabal/Sawgrass

In this session, HR lawyer Emily Chase-Sosnoff will provide a summary of emerging trends in labor and employment law and advice for staying on the right side of the law. Some topics include knowing when to initiate accommodations under the ADA or to send FMLA paperwork, conducting internal audits of wage and hour practices, and new leave laws in California and other states. The session will conclude with a roundtable discussion on pain points your workplaces are dealing with or anticipate, and advice on navigating those situations in a way that minimizes exposure.

Decoding Human Capital: Unleashing Strategic Insights through Data Analytics in HR

Speaker: Kathy Menditto, VP-Human Resources, Buckeye State Credit Union
Location: Jasmine/Palm

Join Kathy Menditto for an engaging breakout session that delves into the dynamic intersection of human resources and data analytics. In this session, she will explore how leveraging advanced data analytics can transform HR practices, offering unparalleled insights into the intricacies of human capital management. Key Topics: Strategic Talent Acquisition, Employee Engagement Analytics, Workforce Planning, and Data-Driven Decision Making. By the end of this session, you will be equipped with the tools and knowledge to take your HR department from a cost center to a business partner.

Employee Retention through Cohesion

Sponsored by:  SUCCESSIONapp, LLC

Speaker: Dr. Troy Hall, President, Dr. Troy Hall, LLC
Location: Banyan/Citrus/Glades

Join Dr. Troy for this high-powered, interactive session demonstrating the power of infusing cohesion into the work culture and its impact to retain talent. With only 40% of the global workforce actually committed to organizational success, Dr. Troy makes the case that to have the type of commitment leaders want from their employees it takes cohesion, not engagement. Nearly two-thirds of an organization's employees are actively seeking growth, development, and advancement. Companies can no longer afford to settle for mere 'employee engagement' based on a hunch, happiness, or satisfaction. When organizations ignore building teams that work cohesively they are adding to the over $7 trillion dollars of lost productivity and creativity as measured on a global scale. Key takeaways include: (1) The 3 strategic elements of cohesion, (2) How cohesion is a better predictor of behavior to retain employees, and (3) Why leaders should focus on cohesion for engagement.

HR’s Newest Skill Set: Predicting the Future

Speaker: Sathya Chackravarthy, Sr Director, Data Architecture, Trellance
Location: Blue Heron

While it may sound like fiction, predicting the future is not only possible, it’s happening right now. Progressive HR departments across the financial sector are feeding workforce predictive models a steady diet of big data to transform their capabilities and accelerate their goals. Join Sathya Chackravarthy of analytics and technology firm Trellance to discover how. He will share big data and predictive analytics use cases from talent acquisition to personalized career development, workforce planning to employee engagement. Attendees will leave feeling empowered to leverage their own data to emulate the analytics achievements of their colleagues, all with an eye toward simultaneously improving the employee and employer experience.

4:30 – 5:45 p.m. - Networking Reception

Location: Island Ballroom

7:30 a.m. – 6:00 pm. - Registration

Location: Island Ballroom

7:30 – 8:15 a.m. - Breakfast

Location: Island Ballroom

8:15 a.m. – 10:15 a.m. - Deep Dive Sessions

Intentionality of Culture – Concrete Steps to Make Your Culture Real

Speaker: Kris Hackbarth-Horn, Chief People Officer, Fox Communities Credit Union
Location: Banyan/Citrus/Glades

As HR & OD professionals, we are often expected to help steward the culture of our credit unions. Have you found yourself in situations questioning if there is a mutual understanding of what your culture really is? Does a lack of culture clarity often lead to miscommunication, disconnection, or lack of engagement? In this session, we’ll share a formula that will align your people programs with your intentional culture. We’ll share examples, provide a road map for stewarding your culture, provide lessons learned, and walk you through how to measure success. This interactive session will allow time to discuss, assess, and share where you feel your credit union is on your journey leaving you with key take-a-ways to start, enhance, or reenergize the intentional culture at your credit union. To make the most out of this session please bring a copy of your credit unions purpose, mission, vision, and values.

Lead the Change in Your Organization: Disrupt Key Processes to Drive Toward Performance Excellence

Speakers
- Robyn Dietrich, AVP of Organizational Development and Learning, West Community Credit Union
- Lorene Meyer, VP - Organizational Strategy and Performance, West Community Credit Union
Location: Sabal/Sawgrass

Want to create a culture of performance excellence and no longer settle for what has always been? During this session, attendees will learn about a framework that can be applied to achieve performance excellence. Using this framework will allow you to evaluate the right systems, key processes and practices. You will learn how to:

- Transform the way you execute your key processes
- Identify measures for key processes to inform your people strategy
- Create a discipline of measuring progress against specific goals and implement changes
- Evaluate a key process during an independent work session to start your journey
- Set up your organization's structure for success now and into the future by aligning goals with key business processes

Developing Rock Star Teams and Learners

Speaker: Kriss Davis, Learning and Development Manager, Deseret First Credit Union
Location: Blue Heron

Are you feeling stuck, frustrated, or underwhelmed with your team? Maybe communicating with your team or other teams at the company has been difficult? Is facilitating a training becoming more difficult to engage learners due to hybrid work?

Join us on a wild ride as we navigate building human connections, finding hidden potential, engaging learners, and most importantly having FUN along the way! This session will get you moving and interacting as we work through practical applications for team building and learning.

In the immortal words of TSwift "Let the games begin!"

Remote Leadership
Location:
Jasmine/Palm

Speaker: JD McPherson, Master Trainer, Senior Consultant, The Center for Leadership Studies

Empower leaders to improve communication, build trust and foster collaboration across their remote workforce.

Remote Leadership equips leaders with the essential skills and strategies to excel in managing remote teams and navigating the challenges of a virtual work environment. Through peer learning, activities and in-depth discussions, participants will discover best practices for leading in the virtual work environment and develop a customized blueprint to maximize the success and engagement of their team members. Leaders will learn the skills to respond thoughtfully and intentionally to the various needs and situations of remote team members in order to positively impact organizational goals and influence team cohesion and culture.

Upon completion of this session, participants should be able to apply personalized, actionable strategies to increase the effectiveness of their remote leadership practices.

10:15 – 10:45 a.m. - Networking Break

Sponsored by: Reseda Group

Location: Island Ballroom

10:45 – 11:00 a.m. - Pass Time

11:00 a.m. – 12:00 p.m. - Concurrent Breakouts (4 options - more information to come.)

Redefining Employee Well-Being: Beyond Bubble Baths and EAPs

Sponsored by: Reward Gateway

Speaker: Cynthia Campbell, Chief Operating Officer, BALANCE
Location: Banyan/Citrus/Glades

Are you tired of the superficial approach to employee well-being? It's time to shatter the misconception that self-care is just about bubble baths and pedicures. Get ready to dive into strategies that go beyond clichés and prioritize the holistic health of your staff. We'll explore how HR can lead the charge in revolutionizing organizational culture by genuinely caring for staff and leaders, equipping them with the resilience and support they need to complete their work and champion their teams effectively. It is time to transcend the traditional EAP and discuss comprehensive employee wellness. Think of a workplace where everyone thrives, and member service reaches unprecedented heights.

Challenges of Recruiting in Today’s Environment: Striking a Balance for Success

Speaker: Philippe Asselin, Chief Consultant, BalancedComp
Location: Sabal/Sawgrass

We’re unlocking the future of talent. In today’s dynamic world, recruitment is more than just a process; it’s the key to your organization’s success. Join us as we delve into the ever-changing landscape of modern recruiting, navigating challenges and charting a course towards talent excellence.

Bridging the Skill Gap: What Got You Here Won’t Get You There

Sponsored by:  Total Solutions Group

Speaker: Mia Perez, Chief Administrative Officer, Coastal CU
Location: Jasmine/Palm

In today's fast-paced business environment, the gap between where emerging leaders are and where they need to be is wider than ever. Many up-and-coming high performers are ill prepared for promotions due to unaddressed skill gaps. Testing the Peter principle, we will explore how employees are often promoted to positions beyond their competency levels, leading to organizational inefficiencies and disenchanted leaders.

Through engaging debate and some scenario play, we’ll test practical approaches to mitigate skill gaps. You’ll learn techniques on how to clarify performance gaps to help set your teams up for the best success.

The Value a Compensation Philosophy Adds to the Culture of an Organization

Sponsored by:  Blue Heron

Speaker: John-Paul O’Connor, Executive Compensation Consultant, DDJ Myers, an ALM First Company
Location: Jasmine/Palm

As roughly half of industry CEOs approach retirement age, now is the time to ensure your credit union is compensating its executives, and other key talent, fairly and competitively in the market. In this session, our expert will share the importance of developing an overall compensation philosophy along with the latest industry executive compensation trends. We will also explain how compensation reviews can ensure equitable treatment, and what works when looking to attract the best available talent and remain competitive moving forward.

12:00 – 1:30 p.m. - Networking Lunch

Location: Island Ballroom

1:30 – 2:45 p.m. - General Session- Surround Sound Advocacy: Winning for Credit Unions in 2024

Sponsored by: Trellance

Speakers
- Richard Gose, Chief Political Officer, America's Credit Unions
- Trey Hawkins, Deputy Chief Advocacy Officer for Political Action, America's Credit Unions

Location: The Pavilion

It’s easy to see how bad public policy coming out of Washington or your state capital can harm your credit union and the members you serve.  Explore proactive strategies for advocating on behalf of your credit union, aimed at preventing harmful bills and regulations from gaining momentum. Embrace the concept of advocacy offense in 2024 with “surround sound” - engaging policymakers with empathy and positivity, leveraging compelling storytelling backed by data to amplify the voice of credit unions. Hear how America’s Credit Unions’ is changing the narrative in this crucial election year and creating a public policy environment where credit unions can flourish.

2:45  – 3:15 p.m. - Networking Break

Location: Island Ballroom

3:15 – 4:30 p.m. - General Session - Hope is a Verb

Sponsored by:  EPIC

Speaker: Amy Downs, President and CEO, Allegiance Credit Union
Location: The Pavilion

Amy Downs survived a bomb exploding in the building of the credit union where she was working, which killed 168 people, including 18 of her 33 co-workers. Today, she is President and an award-winning CEO of that same organization. Allegiance Credit Union has grown by 400% and is thriving. Drawing on her recently released book Hope Is A Verb, Amy is excited to share how you can respond to a crisis in a way that will make your organization come out of this even stronger than before you went in.

5:45 – 8:00 p.m. - Social Event: Beachside Bash (and Lawn)

Location: South Beach Lawn

Groove to live music, dive into games, and savor delectable delights while networking on the lawn and in the sand. Unleash your creativity with sunset painting or wood-burning. It’s the ultimate fusion of excitement and beach vibes – an experience you won't want to miss!
This event is included in the conference registration fee. You can add an adult guest (21+) for $75.  Tickets must be purchased ahead of time or at the registration desk onsite.

7:30 – 8:15 a.m. - Breakfast

Location: The Pavilion

8:15 – 9:30 a.m. - General Session - Cross Council Panel, Top Issues in Key Management Areas: Bridging Perspectives for HR and Organizational Development Professionals

Sponsored by: PARC Street Partners

Speakers
- Leigh Brady, President/CEO, State Employees' Credit Union
- Christine Messer, Chief Financial Officer, Heritage Family Credit Union
- Christopher Ortega, VP, Enterprise Applications, Suncoast Credit Union
- Mia Perez, Chief Administrative Officer, Coastal CU
- Cynthia Ryan, EVP/Chief Operations Officer, Connect Credit Union

Location: The Pavilion

Join us for a collaborative session where thought leaders converge to shed light on the pivotal issues shaping the industry in 2024 and beyond.

Our esteemed panelists will offer diverse perspectives on the challenges and opportunities facing credit unions today. We’ll explore how these key management areas intersect with HR and organizational development priorities. Gain insights into aligning talent strategies with business objectives, fostering a culture of innovation, and optimizing organizational performance in an ever-evolving landscape.

Don't miss this opportunity to engage with experts across disciplines and gain a holistic understanding of the top issues facing credit unions.

Additional Conference Sponsors:

Conference App

Sponsored by: Motivosity

Conference Giveaways

Sponsored by: Business Innovations, Sentinel Benefits & Financial Group, and State Employees’ Credit Union

Conference Lanyards

Sponsored by: SchoolsFirst Federal Credit Union

 

CUNA is recognized by SHRM to offer Professional Development Credits (PDC) for SHRM-CP®️ or SHRM-SCP®️ recertification activities. For this event, the pre-conference workshop offers 2.75 PDC and the conference offers 14.75 PDC.

 

The use of this official seal confirms that this Activity has met HR Certification Institute’s®️ (HRCI®️) criteria for recertification credit pre-approval. For this event, the pre-conference workshop offers 2.75 credit hours, and the conference offers 14.75 credit hours.