NAFCU 51st Annual Conference & Solutions Expo

SIGNATURE SPONSOR Strategic Resource Management

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.


#NAFCUAnnual

A Special Thank You to Our Signature Sponsor, Strategic Resource Management!

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 18, 2018
3:00pm - 6:00pm
Early Attendee REGISTRATION AND INFORMATION OPEN
Lobby levels of the Sheraton Seattle, Grand Hyatt Seattle and Hyatt at Olive 8 Seattle hotels

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 19, 2018
7:00am - 5:30pm
Registration and Information Open
Hall 4CD

Check in and pick up important information for the conference.

7:30am - 12:00pm
Defense Credit Union Summit*
Room Tahoma 2

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
Room Tahoma 5

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.

Credits: NCVE, Financial Literacy Training Certificate, and Supervisory Committee Training Certificate

1:00pm - 2:00pm
Private Conversation with NAFCU Staff and President and CEO B. Dan Berger
Room Tahoma 3

Credits: NCCO

2:15pm - 3:15pm
Annual Business Meeting (NAFCU Members Only)
Room Tahoma 4

3:30 pm - 5:30 pm
Networking Welcome Reception
- Sponsored by CUNA Mutual Group
Hall 4CD

Network with your peers and solution providers in a reception with drinks and hors-d'oeuvres. Welcome to Seattle!

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 with Exhibitors in the Solutions Expo
Courtesy of Visa
Hall 4CD

Start your day with hot breakfast, and the opportunity to build stronger connections with your peers from credit unions across the country.

7:45am - 8:20am
Welcome Address and Remarks from NAFCU President and CEO B. Dan Berger
Hall 4E

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

8:25am - 8:45am
NAFCU Awards
Hall 4E

Recognizing the outstanding contributions of six individuals and two credit unions. These honorees have made a difference in our industry - improving the lives of their members, their community, and their credit union. Each award is presented in two asset size categories and recognizes the following: Volunteer of the Year, Professional of the Year, CEO of the Year, and Credit Union of the Year.

8:45am - 9:00am
NAFCU Services Innovation Awards
Hall 4E

9:00am - 10:00am
Ubertrends: Decoding the Future to Help You Foster Innovation
Brought to you by Affinion Insurance Solutions
Hall 4E

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
Concurrent Education 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?" (Credits: NCCO, NCVE, NCRM, CPE)
  • The State of Member Lending: How to Step Away from Traditional Lending - A Panel Discussion
    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. (Credits: NCCO, NCVE, NCRM, CPE)
  • 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. (Credits: NCCO, NCVE, NCRM, CPE)
    Brought to you by BFB Gallagher
  • Trending Credit Unions in 2025
    (Credits: NCVE)

11:15am - 1:00pm
Networking Lunch with Exhibitors in the Solutions Expo
Hall 4CD

Energize for the second half of the day, visit with solutions providers in the Expo Hall, and build stronger connections with your peers from credit unions across the country.

11:45am - 12:15pm
Theater Session: Group Therapy for your Core Crisis: Dealing with the Top 5 Pain Points
Solutions Theater

12:30pm - 1:00pm
Theater Session: The Evolution of Human-Identity in Omni-Channel Authentication
Solutions Theater

1:15pm - 2:15pm
Concurrent Education Sessions

  • 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. (Credits: NCCO, NCVE, NCRM, CPE)
  • Cybersecurity Panel
    (Credits: NCCO, NCVE, NCRM, CPE)
  • Board Governance
    Brought to you by BFB Gallagher
    (Credits: NCCO, NCVE, NCRM, CPE, Supervisory Committee Training Certificate)
  • Actionable Things You and Your Employees Can Do to Prevent Future Fraud Exposure
    (Credits: NCCO, NCVE, NCRM, CPE, Supervisory Committee Training Certificate)
  • Blueprint for Smarter Marketing: How to Use Data to Build and Implement Effective Marketing and Communications Strategies
    (Credits: NCVE)

3:45pm - 5:45pm
NAFCU/PAC Evening of Advocacy Reception and Silent Auction (Invite Only)
The Pen at Safeco Field, home of the Seattle Mariners

Your contribution benefits NAFCU/PAC and includes drinks, hors d'oeuvres, and transportation to and from the event. Shuttle bus departs at 3:30 p.m. from the lobby levels of the Sheraton Seattle, Grand Hyatt Seattle and Hyatt at Olive 8 Seattle hotels. No children please.

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 with Exhibitors in the Solutions Expo
Courtesy of Visa
Hall 4CD

Start your day with hot breakfast, and the opportunity to build stronger connections with your peers from credit unions across the country.

7:00am - 2:45pm
Spouse/Guest Breakfast and Tours*

Start your day with hot breakfast, and the opportunity to get to know other spouses and guests before venturing out together on your tours!
Tour departure times are noted below.

  • Explore Seattle Central 8:15 a.m. – 2:15 p.m.
  • Whale Watching Excursion 8:45 a.m. – 2:45 p.m.
  • Emerald City Highlights Tour 9:00 a.m. – 2:15 p.m.
  • *Additional registration fee required. Please see registration desk if you have any questions or have any ADA needs. Spouse/Guest Breakfast is prior to tours.

7:45am - 8:15am
Hero Effect Leadership Keynote
Hall 4E

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
Strategic Planning
Hall 4E

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
No More Business as Usual. Is Your Credit Union Prepared for Change?
Hall 4E

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
The Generational Challenge for Credit Union Directors and Volunteers
Hall 4E

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.

10:15am - 11:15am
Concurrent Education Sessions

  • Hero Effect Leadership Workshop
    (Credits: NCVE)
  • The Missing Link in Strategic Execution: Developing Mid-Level Leaders and the Eight Characteristics of Strategically Oriented Mid-Level Leaders Workshop
    (Credits: NCVE)
  • Preparing for the Changes Ahead Workshop
    (Credits: NCVE)
  • Breaking Down The Generational Challenge for Credit Union Directors and Volunteers
    Brought to you by BFB Gallagher
    (Credits: NCVE)

11:15am - 1:00pm
Networking Lunch with Exhibitors in Solutions Expo
Hall 4CD

Energize for the second half of the day, visit with solutions providers in the Expo Hall, and build stronger connections with your peers from credit unions across the country.

11:45am - 12:05pm
Theater Session: What You Need to Know about Indirect Lending: Risks and Rewards
Solutions Theater

12:10pm - 12:25pm
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.

12:30pm - 12:50pm
Theater Session: Getting Top-of-Wallet In Digital Banking
Solutions Theater

1:15pm - 2:15pm
Concurrent Education Sessions

  • Hero Effect Leadership Workshop
    (Credits: NCVE)
  • The Missing Link in Strategic Execution: Developing Mid-Level Leaders and the Eight Characteristics of Strategically Oriented Mid-Level Leaders Workshop
    (Credits: NCVE)
  • Preparing for the Changes Ahead Workshop
    (Credits: NCVE)
  • Breaking Down The Generational Challenge for Credit Union Directors and Volunteers
    Brought to you by BFB Gallagher
    (Credits: NCVE)

4:00pm - 7:00pm
NAFCU Seattle Cruise Aboard The Salish Explorer*

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
Hall 4CD

Start your day with hot breakfast, and the opportunity to build stronger connections with your peers from credit unions across the country.

7:00am - 2:45pm
Spouse/Guest Breakfast and Tours*

Start your day with hot breakfast, and the opportunity to get to know other spouses and guests before venturing out together on your tours!
Tour departure times are noted below:

  • Explore Seattle Central 8:15 a.m. – 2:15 p.m.
  • Whale Watching Excursion 8:45 a.m. – 2:45 p.m.
  • Emerald City Highlights Tour 9:00 a.m. – 2:15 p.m.
  • *Additional registration fee required. Please see registration desk if you have any questions. If you have ADA needs please visit spouse/guest check-in at Registration. Spouse/Guest Breakfast is prior to tours.

7:45am - 8:30am
The Economy of Today and Tomorrow: What You Need to Know Today
Hall 4E

Successful credit unions understand how environmental factors affect their business, and plan appropriately. Gain an understanding in this informative economic presentation. You'll learn how a whole host of economic variables will perform, and the resulting impact on the economy. Topics covered include: how GDP will perform, what interest rates will do, how the labor market will behave, how much firms will spend, how the residential housing sector and real estate in general will perform, and more.

8:35am - 8:45am
Credit Union Awards - White Hat, NAFCU/PAC Challenge
Hall 4E

8:50am - 9:45am
Building a Culture of Service the Zappos Way
Erica Javellana
Hall 4E

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
Concurrent Education Sessions

  • CEOs Roundtable
    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?
  • Board of Directors Roundtable
    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? (Credits: NCVE)
  • Board Chairs Roundtable
    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? (Credits: NCVE)
  • The 5 Pitfalls of Data Analytics Approaches
    (Credits: NCVE, CPE)
  • The New Diversification- How Your Members Save for the Future
    (Credits: NCVE, CPE)

11:15am - 12:15pm
Concurrent Education Sessions

  • BSA Training for Board and Supervisory Committee Members
    (Credits: NCCO, NCVE, NCRM, NCBSO, CPE, BSA Training Certificate)
  • Credit Union Soup for the Soul Stories
    Like a good bowl of chicken noodle soup when your body is feeling under the weather…. Credit unions help millions of consumers with products that improve financial health. The focus of this session will be to identify how best practice credit unions are addressing their members quality of life and financial challenges with appropriately prepared products, services and activities that are having substantial impacts for the member, the community and the credit union. Attendees will be challenged to consider the needs and challenges of their membership, the extent of how they are meeting these needs and consider new ways to provide more assistance to their membership. (Credits: NCVE)
  • 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. (Credits: NCVE, CPE, Financial Literacy Training Certificate)
  • Moving Your Credit Union to a Digital Institution
    Digital disruption and the rise of Fintech competitors have dramatically changed the credit union landscape. This session will examine what it takes to turn your credit union into a fierce digital competitor. Learn from industry experts Kathy Chicas and Adele Glenn on how you can shift your credit union into a digital institution. (Credits: NCVE, CPE)
  • 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? (Credits: NCVE)

12:30pm - 1:30pm
Networking Lunch
Sponsored by Visa
Hall 4E

Energize for the second half of the day and build stronger connections with your peers from credit unions across the country.

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

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
Hall 4E

5:00pm - 6:00pm
Networking Closing Reception
Presented by NAFCU Services and their Platinum Partners
Hall 4CD

Network with your peers and providers with drinks and hors d'oeuvres to close out the conference before Jeff Foxworthy's show!

6:00pm - 7:00pm
Friday Night Comedy Event with Jeff Foxworthy
Hall 4E

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. A concert ticket is already included with conference, spouse/guest tour and social-events-only registrations. Additional tickets are available for purchase at Registration.

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.