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.
Check in and pick up important information for the conference.
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.
- 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.
Credits: NCVE, Financial Literacy Training Certificate, and Supervisory Committee Training Certificate
*Additional registration fee required. Please see registration desk if you have any questions.
Credits: NCCO
- Presented by CUNA Mutual Group
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.
Check in and pick up important information for the conference.
- Courtesy of Visa
Start your day with hot breakfast, and the opportunity to build stronger connections with your peers from credit unions across the country.
NAFCU President and CEO B. Dan Berger welcomes you to Seattle and delivers his opening remarks.
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.
- Brought to you by Affinion Insurance Solutions
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.
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)
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.
- 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)
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.
Check in and pick up important information for the conference.
- Courtesy of Visa
Start your day with hot breakfast, and the opportunity to build stronger connections with your peers from credit unions across the country.
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.
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
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.
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?
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.
- 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 (With Real-Life Working Examples)
Brought to you by BFB Gallagher
(Credits: NCVE)
- Brought to you by Amazon Web Services, CUNA Mutual Group, Q2, and Vantiv, now Worldpay
Give a hand up to disadvantaged and homeless military veterans! The Seattle Stand Down is a one-stop shop for resources and services available to veterans who currently lack permanent housing or simply need a "hand up" in order to prevent homelessness.
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.
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.
- 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 (With Real-Life Working Examples)
Brought to you by BFB Gallagher
(Credits: NCVE)
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.
Check in and pick up important information for the conference.
Start your day with hot breakfast, and the opportunity to build stronger connections with your peers from credit unions across the country.
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.
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.
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.
- 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)
Brought to you by BFB Gallagher - The 5 Pitfalls of Data Analytics Approaches
(Credits: NCVE, CPE) - The New Diversification- How Your Members Save for the Future
(Credits: NCVE, CPE)
- 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)
- Courtesy of Visa
Energize for the second half of the day and build stronger connections with your peers from credit unions across the country.
- 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.
- Presented by NAFCU Services and their Platinum Partners
Network with your peers and providers with drinks and hors d'oeuvres to close out the conference before Jeff Foxworthy's show!
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.