Credits Earned: Maximum of 8.0 CPE Credits
Field of Study: Specialized Knowledge
Prerequisites: None
Who Should Attend: Board Members, CEO’s, Executive Directors, Senior Management in Credit Union and Financial Cooperative Roles
Advance Preparation: None
Program Level: Overview
Delivery Method: Group Live


Our conference offers valuable content, collaboration and connections on a global scale. Keynotes and breakout sessions will be filled with industry experts sharing expertise on the topics below.

Click on a topic below to sort educational sessions by topic. 

Monday, 16 July • 11:00am - 12:15pm

Cybersecurity as a Business-Enabler


Speaker: Summer Fowler

Too often there is a mystique surrounding cybersecurity as an advanced IT function. Leaders often relegate cybersecurity risks and solutions to the technical team without providing appropriate oversight or insight into organization risk appetite to guide cybersecurity decisions. This talk will provide an overview of leadership’s responsibilities when it comes to handling cybersecurity as an enterprise risk. Attendees will leave the session with an understanding of cybersecurity for operational resilience and questions to ask cybersecurity teams to ensure the organization is aligning cybersecurity needs with business objectives. 



Underground Leadership, Challenging the Status Quo


Speakers: Susan Mitchell, Paul Norgrove, Miriam De Dios, Elenita San Roque, Patsy Van Ouwerkerk

Mitchell Stankovic and Associates has created an Underground Community of credit union leaders that is innovative, inspiring and recognized for its impact on the industry.  We want to bring that community to Singapore! This session will encourage attendees, as leaders, to engage in challenging discussion about politically incorrect issues that to date have been off the record.  It is time to put these issues on the table, to step out of your comfort zone, and to challenge the status quo. Credit unions can be the super heroes and game changers. The Underground Community is stirring things up and that’s okay.  To be relevant, we must unite for common purpose! It is time to have a dialogue about belief in solidifying our credit union community.   Topics that will be explored include One Voice, Small Credit Unions may be the Giants, Diversity, Financial Inclusion, among others.  Attendees will receive materials to facilitate discussion when they return to their credit unions to continue the dialogue on how the World Credit Union Conference created a forum for real discussion.



Regulation in the 21st Century


Speakers: Pawel Grzesik, Kelly Harris, Michael Lawrence
Moderator: Michael Edwards

International standards and standard-setting organizations—such as the Basel Committee on Banking Supervision, the Financial Action Task Force, the Financial Stability Board, the European Union, the International Monetary Fund, the World Bank, and others—are increasingly influencing national-level regulations for credit unions and other mutual depository institutions.  Learn how this trend of international standardization is affecting mutuals around the world and what it means for upcoming changes to your institution’s regulatory environment.



Recruitment and Retention Strategies


Session description coming soon.


Monday, 16 July • 1:45pm - 3:00pm

Leading Successful Organizational Transformations: A Case Study


Speakers: William Wolke, Karen Starr

From this presentation participants will learn:

  • The rationale, preparation, timing, execution and monitoring of major change
  • Critical considerations before embarking on ‘root and branch’ change in the banking / finance sector, including governance implications
  • Essential leadership behaviors and practices for successful change
  • Strategies for enhancing engagement and countering change resistance
  • Essential elements for successful commercial collaborations with FinTechs
  • The imperatives for co-ops and credit unions to meet millennials’ expectations and ‘ideals’ in banking.


Current and Future Cyber Threats to Credit Unions


Speaker: William B. Nelson

The cyber threat landscape continues to evolve.  In this session, attendees will learn about the latest methods that cyber criminals and other threat actors are employing to defraud or disrupt of credit unions and their members.  Mr. Nelson will provide an anatomy of a typical cyberattack along with case studies on account takeover, denial of service, and data breaches.  Mr. Nelson will take a look at potential future cyber threats to the credit union industry like destructive malware and steps the industry is taking to protect itself in anticipation of those threats becoming reality.



Innovation in Regulation


Speakers: Dr. Ang Hak Seng, Kelly McGiffin, David Taylor
Moderator: Andrew Price

Prudential regulations for credit unions and other mutual depository institutions in some jurisdictions have been updated in recent years, such as to allow new investment options or supervisory approaches.  Learn about the cutting-edge changes to mutual depository institutions’ rule books in Australia, Canada and Singapore that are helping mutuals blaze new frontiers.   



Inclusive Leadership: Why Diversity and Inclusion Matter


Speakers: Niki Sharma, Angela Russell, Elenita San Roque
Overview: Attendees learn the benefits of both the business case and moral argument for building diverse and inclusive teams. Learn how to begin designing a Diversity & Inclusion strategy for your organization.


Tuesday, 17 July • 11:00am - 12:15pm

Transforming a Credit Union – the Challenge of Leadership


Speaker: Robert Cooper

Savvi Credit Union is the second largest credit union in Ireland.  In 2013, Savvi Credit Union (formerly St Patricks Credit Union (ESB Staff)) undertook a major new strategy to transform the Credit Union. This entailed deep engagement with members and the creation and execution of a major business transformation program. This presentation delivered by Robert Cooper, CEO of Savvi, will tell the story of the journey of the transformation - a journey Savvi is still on – and will cover some of the major themes of this year’s conference.



Modern Corporate Innovation: Why, What and How


Speaker: Dan Kaiser

“Innovation,” “disruption,” “agile” and other buzz words are used everywhere these days. Innovation started among entrepreneurs and around the edges of the business world, but now is rapidly becoming major focus in mainstream companies and corporations.

This session will explore some of the larger questions and concepts around corporate innovation. Why is innovation growing in importance? What exactly is innovation? How are companies building innovation into their organizations? This session will provide an overview on the subject of corporate innovation as well as specific concepts to consider when exploring innovation in your organization.



Mortgage Lending


Speakers: Marc-Andre Pigeon, Kevin Potter
Moderator: Michael Edwards

The mortgage lending business is changing around the world as a result of the recent finalization of Basel III risk-based capital rules and national-level measures to address perceived home-price bubbles in places like Sydney, Toronto and Vancouver.  Learn about recent international and national-level developments in mortgage lending regulation and how they affect your institution’s operations and capital requirements.



Technical Guide: 10 Things to Accelerate Women at Work


This session will present the credit union industry’s first international guide, offering strategic solutions for organizations to rethink how they recruit, develop and promote women. This unique brief provides a 360-angle of how boards, CEOs, and individuals can advance women into leadership positions.



Tuesday, 17 July • 1:45pm - 3:00pm

How Blockchain Fits within the Digital Landscape: Key Considerations for Credit Unions


Speaker: John Ainsworth
Session description coming soon.


Easy is the New “Nice” – Understanding Your Customer and Member Journey


Speaker: Cortney Angeley

Consumers are no longer satisfied with “nice” – in a time when attention spans and tolerance levels are at near-zero, your credit union also has to be easy to use. In this case study-based session on Customer and Member Journey, we will illustrate how financial institutions around the globe have found new ways to really understand the experiences their members go through. Based on research from the Harvard Business Review, the lower the effort your customers have to give, the more loyal they are to your business. So how do you understand and improve on customer effort? In this session we’ll look at strategies including:

  • Benchmarking and measuring current customer and member effort
  • Documenting the journey your customers and members go through to really see their experience
  • Developing a future state view of how you’d like to improve the overall experience and an ease-of-use strategy
  • Live observational research where you see the experience through your customers’ eyes

Attendees will come away with ideas that transcend geographic location for creating an experience that will retain members, grow share of wallet and attract new business. They will also see a new view on understanding and measuring the experience their members actually go through, not just the experience the financial institution intends for them to have. 



Grassroots Advocacy


Speakers: Ryan Donovan, Michael Edwards

Effective advocacy is essential for credit unions and other mutual depository institutions at any stage of development because the stroke of a pen can radically change the rules of the game.  Policymakers need to understand the vital role that mutuals play in their communities in order to secure support for mutuals’ legislative and regulatory priorities. This session will focus on how to structure an effective grassroots advocacy program at the local, regional or national level to influence policymakers and shape laws and regulations in a favorable manner for mutuals.   



Wednesday, 18 July • 9:00am - 10:15am

Combatting Financial Crime


Speaker: Andrew Price

Credit unions and other mutual depository institutions around the world are subject to anti-money laundering and countering the financing of terrorism (AML/CFT) and data security requirements that are intended to prevent abuse of the financial system.  This panel will provide updates on recent developments to international AML/CFT guidance and cybersecurity rules, including the European Union’s General Data Protection Regulation (GDPR), that help combat financial crime.

 



He for She: Engaging Men in Inclusion & Diversity


Speakers: Steven Stapp, Manfred Dasenbrock, George Ombado, Gadwin Handumon
Moderator: Susan Mitchell
Overview: To move the needle in gender parity, we need commitment and participation of everyone. As men currently lead much of credit unions worldwide, their sponsorship is critical to shaping future change. This panel will highlight how men can serve as change agents in their organizations and lead by example.


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World Council of Credit Unions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.