NAFCU 51st Annual Conference & Solutions Expo

June 19-22, 2018 | Seattle, Washington

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About the Conference


You've never been to a conference like NAFCU’s 51st Annual Conference & Solutions Expo in beautiful Seattle, Washington. This is the largest conference in the industry for today's credit union executives and board members to build, improve upon, and implement better strategic planning.

Day 1: Benefit from a full environmental scan so you totally understand what's happening now, and what you should put in place to be ready for the future.

Day 2: Get big ideas from 4 big thinkers, then deep dive into each topic with hands-on workshops led by the keynoters themselves.

Day 3: Learn how to best integrate the prior two days of ideas and lessons into your credit union, so you can quickly and efficiently accomplish excellence.

All in the picturesque city that Kiplinger named one of the '10 Best Cities for the Next Decade.' It's the perfect way for both executives and volunteer leaders to walk away with actionable ideas and strategies to advance your credit union.


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Thank You to our 5 Star Sponsors!

40+

Sessions

Gather actionable insights and critical information to help advance your credit union to the next level. Designed specifically for executive leadership and boards of directors. Learn more.

50+

Speakers

Learn from the best and brightest from inside and outside the industry, including multiple energizing keynote presentations.

100+

Exhibitors

Meet with leaders in the industry to help you drive bottom line growth and solve your toughest operational problems.

Agenda


Three full days of content will help you confidently lead your credit union into the future by immersing you in the entire strategic planning lifecycle. You'll receive updates, ideas and best practices from a robust network of experts and peers who’ll help you drive innovation and your credit union’s success. It's the perfect opportunity to bring your entire leadership team, so you can learn, workshop and strategize together!

June 19, 2018
7:00am - 3:00pm
Registration and Information Open

Check in and pick up important information for the conference.

7:30am - noon
Defense Credit Union Summit*

Serving our military members is a great honor and comes with unique opportunities and challenges. Build your network during a kick-off meet-and-greet with other DoD credit union leaders. You'll also gain important perspectives and discuss the impact of the Military Lending Act. Learn more.

8:30am - 11:30am
Pre-Conference Workshop for Board and Supervisory Committee Members with NAFCU EVP & COO Anthony Demangone*
Brought to you by BFB Gallagher

This interactive workshop is designed to help credit union board of directors and supervisory committee members better understand their role and how the credit union system works. The training session is the perfect way to show your examiner that your credit union’s board takes its fiduciary duties seriously. Attendees will have the opportunity to earn their NAFCU Certified Volunteer Expert (NCVE) designation by passing an exam.

1:00pm - 2:00pm
Private Conversation with NAFCU Staff and President and CEO B. Dan Berger

2:15pm - 3:15pm
Annual Business Meeting (NAFCU Members Only)

NOTE: This is a tentative agenda, subject to change as the program develops. Please check back closer to the conference for most up-to-date start and end times.
*Indicates additional fee applies.

June 20, 2018
7:00am - 7:45am
Networking Breakfast

7:45am - 8:20am
Welcome Address and Remarks from NAFCU President and CEO B. Dan Berger

NAFCU President and CEO B. Dan Berger welcomes you to Seattle and delivers his opening remarks.

8:25am - 8:45am
NCUA Update and Developments in Credit Union Regulatory Relief

8:45am - 9:00am
NAFCU Services Innovation Awards

9:00am - 10:00am
Ubertrends: Decoding the Future to Help You Foster Innovation
Brought to you by Affinion - Michael Tchong

You don't want to just be relevant; true success demands changing the game. Opening keynote speaker Michael Tchong will show you how innovative organizations are strategically leveraging "Ubertrends" across all industries to spur big success—and how you can break through too. Learn more.

10:15am - 11:15am
Breakout Sessions

Breakout sessions include:

  • Credit Union Economic Group Panel: Trends in the Industry and Economy
    Gain insight on the evolving state of the credit union industry and hear predictions from the panelists regarding what’s on the horizon. You'll get answers to questions like "What will the Fed do with interest rates?", "How likely is there to be an increased demand for auto and home loans for the remainder of 2018?", and "What's the real story behind shrinking unemployment numbers and my membership?"
  • The State of Member Lending: A Panel of Experts from Auto, Credit Cards, and Mortgages
    Learn about the state of member lending in the credit union space, and what the keys are for creating a robust, balanced portfolio that stands out from the crowd.
  • Cybersecurity: How to Ensure the Keys to Your Kingdom Don’t Leave the Front Door Unlocked
    Discover the latest cybersecurity trends, and controls you should have in place to protect your credit union, including IT General Control Reviews, Vulnerability Assessments and Penetration Testing, IT Risk Assessments and Control Assessments.
  • Hot Topic: TBD
  • Hot Topic: TBD

11:15am - 1:00pm
Networking Lunch in Solutions Expo

11:30am - 12:00pm
Hot Topic Theater Session 1 - TBD

12:15pm - 12:45pm
Hot Topic Theater Session 2 - TBD

1:15pm - 2:15pm
Breakout Sessions

Breakout sessions include:

  • Brick and Mortar Branches vs High-Tech Branches
  • NAFCU's Legislative and Regulatory Update
    Get the inside scoop on what's happening in Washington D.C. from the most knowledgeable and effective lobbyists in the credit union industry.
  • Future Proof: Top Trends in Financial Services Technology
    Learn about the state of member lending in the credit union space, and what the keys are for creating a robust, balanced portfolio that stands out from the crowd.
  • Hot Topic: TBD
  • Hot Topic: TBD

NOTE: This is a tentative agenda, subject to change as the program develops. Please check back closer to the conference for most up-to-date start and end times.
*Indicates additional fee applies.

June 21, 2018
7:00am - 7:45am
Networking Breakfast

7:45am - 8:15am
30-minute HERO Effect Leadership Keynote (Kevin Brown, Author of The HERO Effect™)

You’ll learn the leadership principles within what Kevin Brown calls The HERO Effect so you can:

  • Create strong connections with people via transformational moments
  • Use the best of who you are to serve more people, more often, in bigger and better ways
  • Perform intentional acts of difference making, not random acts of kindness
  • See what others cannot—possibilities instead of problems
You’ll be able to immediately implement the actionable ideas you receive and begin creating a higher culture of excellence at every level in your organization.

8:20am - 8:50am
30-minute Strategic Planning Keynote

No matter the industry, 90% of all strategic plans miss crucial elements. Oftentimes, these plans don't even answer the one most important question. Learn the essential-yet-elusive elements your strategic plan needs, and how you can best incorporate them.

8:50am - 9:20am
30-minute Credit Union Digital Efficiency Keynote

It’s arguably never been more important for credit unions to be high performing and forward thinking. The uncertain environment in which we live and work continues to change at a pace and in ways never before experienced. What questions must we ask today to help prepare, and perhaps even shape, our future?

9:20am - 9:50am
30-minute Board Improvement Keynote

A board member’s duties can seem overwhelming and far reaching. This keynote will explore what very effective boards do to make the best use of their time and how they guide their credit unions to become most beneficial for the membership.

9:50am - 10:00am
NAFCU Credit Union Awards

10:15am - 11:30am
Breakout Sessions

Breakout sessions include:

  • Leadership Workshop 1: The Hero Effect
  • What's Missing in Your Strategic Planning! Workshop 1
  • Enhancing Your Credit Union's Efficiency: Workshop 1
  • Board Improvement Workshop 1

11:30am - 1:00pm
Networking Lunch in Solutions Expo

11:45am - 12:15pm
Hot Topic Theater Session 1 - TBD

12:20pm - 12:50pm
Theater Session - Strategies to Successfully Engaging Members with Financial Education

Different approaches exist for providing your members with financial education. Which one is right for your credit union? You'll review several strategies that are working well for highly successful credit unions, and why, so you can adapt the right one (or a combination of them) to your credit union's needs.

1:15pm - 2:30pm
Breakout Sessions

Breakout sessions include:

  • Leadership Workshop 2: The Hero Effect
  • What's Missing in Your Strategic Planning! Workshop 2
  • Enhancing Your Credit Union's Efficiency: Workshop 2
  • Board Improvement Workshop 2

4:00pm - 7:00pm
Harbor Cruise*

Board the just-built yacht The Salish Explorer on Thursday evening for a cruise! During the excursion, you and your adult guests will be awed by the never-ending skyline views and the majestic Cascade and Olympic mountain ranges. The cruise follows the shoreline of Elliott Bay and the Seattle waterfront where you’ll enjoy panoramic views of the historic waterfront, Puget Sound, Mount Rainier, towering container ships, sports stadiums, and even the expansive estate of Bill Gates. Linger on the open decks under beautifully painted skies, or enjoy comfortable indoor seating. Learn more.

NOTE: This is a tentative agenda, subject to change as the program develops. Please check back closer to the conference for most up-to-date start and end times.
*Indicates additional fee applies.

June 22, 2018
7:00am - 7:45am
Networking Breakfast

TBD
Hot Topic Session - TBD

TBD
CU Awards - White Hat, NAFCU/PAC Challenge

8:45am - 9:45am
Building a Culture of Service the Zappos Way
Erica Javellana

The unique culture and customer service have directly contributed to the success of popular retailer Zappos.com. Learn how to take your service—and your success—to the next level too as Erica Javellana details how to define and commit to a culture, incorporate it into your daily operations, and more. Learn more.

10:00am - 11:00am
Breakout Sessions

Breakout sessions include:

  • CEO Roundtable - How Do You Utilize the Information You Learned This Week?
    An open group discussion looking at the information you learned this week, and asking one fundamental question: how will you implement what you've learned?
  • BOD Chair Roundtable - How Do You Utilize the Information You Learned This Week?
    An open group discussion looking at the information you learned this week, and asking one fundamental question: How will you integrate the information you've learned into your credit union's strategic plan?
  • Senior Management Roundtable - How Do You Put This Week's Take-a-ways Into Action?
    An open group discussion looking at the information you learned this week, and asking one fundamental question: How will you take charge of your teams to ensure organizational greatness?
  • Current Trends in Executive Benefits
    With more than 75% of executives aged 50 or older, the current leadership population is aging and rapidly retiring. Three out of ten CEOs are currently eligible, or will be eligible, to retire in the next five years. The landscape for executive benefits is shifting as credit unions prepare for executive retirement and recruitment—at the same time. Find out the top three trends your credit union needs to address to successfully design, implement, and administer executive benefit plans.
  • Organizational Communication- How to Ensure Your Mission is Communicated Throughout Your Organization
  • Hot Topic TBD

11:15am - 12:15pm
Breakout Sessions

Breakout sessions include:

  • Delivering Convenience Is Anything But Easy
  • CU Soul Stories
  • Current Trends in Executive Benefits.
  • Moving Your Credit Union to a Digital Institution
  • Remaining Relevant Roundtable: How to Define Your Critical Risks and Opportunities for the Future
    In this group discussion lead by NAFCU's own Anthony Demangone, you'll focus on how your credit union can stay relevant. How will you continue to provide services to your members in an ever-changing landscape? What questions should you be asking and answering now to ensure you remain the #1 option for your members tomorrow?
  • BSA for BOD and Officials

12:30pm - 1:30pm
Networking Lunch

1:45pm - 2:45pm
Full Potential - How to Perform Best Under Pressure
Brought to you by The Clearing House - Steve Gutzler

When work becomes more stressful, ensure you can operate at peak performance. Steve Gutzler's stress-busting tools for success will help you manage your energy and emotion by tapping into feelings of confidence, optimism, resiliency and enthusiasm. Learn more.

2:45pm - 3:00pm
Closing Remarks

5:00pm - 6:00pm
Networking Reception

6:00pm - 7:00pm
Jeff Foxworthy

See Jeff Foxworthy perform at a live, private event exclusively for our conference attendees! You and your guests will enjoy loads of laughter as you close out the week with this comedy legend.

NOTE: This is a tentative agenda, subject to change as the program develops. Please check back closer to the conference for most up-to-date start and end times.
*Indicates additional fee applies.

Register


Registration pricing and optional add-ons are listed below. For questions or to register by phone please contact our Member Services team at 800-344-5580 or email us at msc@nafcu.org.


*One Friday night event ticket is included with each attendee, spouse/guest, and social events only registration.

**Social Events Only registration includes Wednesday, Thursday and Friday breakfasts and lunches; Solutions Expo activities and receptions; and the Friday Night Event.


NAFCU Conference Registration Cancellation Policy
Cancellation requests must be made in writing to msc@nafcu.org. To qualify for a refund, cancellations must be processed 21 calendar days prior to the conference. A processing fee ($175 each for delegates, $75 for each spouse/guest) applies to all cancellations. Cancellations can still be processed after that date, but refunds will no longer be issued.

Venue & Hotels


Conference Venue: Washington State Convention Center All sessions will be held at the Washington State Convention Center. Conference Hotels All three conference hotels are conveniently located within an easy 2.5 block walk of the Washington State Convention Center. No matter which hotel you choose, you'll be right in the heart of downtown Seattle, steps from exciting attractions and colorful neighborhoods. A stroll in any direction reveals easily walkable streets, vibrant restaurants and shopping, plus a soul that combines history with the vitality of a modern city. Washington State Convention Center Haytt at Olive 8 Seattle Grand Hyatt Seattle Sheraton Seattle

Sheraton Seattle (Main Conference Hotel) 1400 6th Avenue, Seattle, WA 98101 | 206.621.9000 Rooms are $265 plus 15.6% tax at the discounted rate.

Reserve your room(s) online or call the hotel and mention NAFCU.

Grand Hyatt Seattle 721 Pine St, Seattle, WA 98101 | 206.774.1234 Rooms are $279 plus 15.6% tax at the discounted rate.

Hotel rooms are unavailable at the group rate. Please book at the Sheraton Seattle or The Hyatt at Olive 8 Seattle.

The Hyatt at Olive 8 Seattle 1635 8th Avenue, Seattle, WA 98101 | 206.695.1234 Rooms are $279 plus 15.6% tax at the discounted rate.

Reserve your room(s) online or call the hotel and mention NAFCU.

Discounted hotel room rates are available through May 23, 2018 or until sold out.

Tax exemption: Your credit union tax exemption will be honored at these hotels if paid with the credit union's check or credit card as well as providing the tax exemption letter. Download the NCUA tax exemption form.

View transportation information and travel discounts.