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.
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 session 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.
- Understand that cybersecurity is not just for the IT department.
- Learn how to engage senior executives from their financial institution in cybersecurity planning and execution.
Blockchain DemystifiedSponsored by: BITCUB
Speaker: Aonghus O'hEocha
In this session we will explore:
- What is Blockchain?
- History of Blockchain
- What will it be used for in the future?
- AI and how it can help optimise Blockchain technology
- How this technology can help Credit Unions.
We will break this session down 'block by block' so all participants will walk away from the session with a clear understanding.
- Attendees will gain a high level understanding of blockchain technology and learn about its origins.
- Attendees will be able to see the benefits of employing this technology to reduce workload and costs, streamline value added for their members and ensure regulatory compliance is maintained.
Underground Leadership, Challenging the Status Quo
Speakers: Susan Mitchell, Paul Norgrove, Miriam De Dios Woodward, Elenita San Roque, Patsy Van Ouwerkerk, Brandi Stankovic
- Encourage attendees to engage in challenging discussion about issues that have been off the record.
- Identify how to facilitate discussion on these issues upon returning to your financial institution.
Regulation in the 21st Century
Speakers: Pawel Grzesik, Kelly Harris, Michael Lawrence
Moderator: Michael Edwards
- Identify the global trends in regulation affecting the financial services industry and the impact on your financial service institution
Recruitment and Retention Strategies
Speaker: Tyler Valentine
The future of the Credit Union Movement is young talent. Youth in the movement, not only can help shape and lead our organizations, but they are the key to recruiting and retaining younger members. This session will address how your organization can be more efficient and effective in recruiting young leaders and on-boarding them once hired. As important, if not more important, it will also address factors that are important in you desire to retain your young leaders. What was important to the baby boomers in the past is typically not be what Gen X, Y and/or Z are looking for.
- Identify best practices in recruiting and retention of young leaders
- Understand motivational differences between generations - Baby Boomers through Gen Z
Monday, 16 July • 1:45pm - 3:00pm
How to Drive Results from Your Data Analytics
Speaker: John Best
Your Credit Union has lots of data, now what? Join John to learn how to create a data strategy, how to use data to challenge conventional wisdom, and how to foster the data driven culture that will lead your organization to success and scaled growth.
- Identify your organization’s data strategy
- Create a data driven culture to support your strategy
- Use data analytics to measure, monitor and determine the effectiveness your organization’s strategies
Leading Successful Organizational Transformations: A Case Study
Speakers: William Wolke, Professor Karen Starr
Founded in 1972 Bank First is one of Australia’s larger customer owned banks. This case study will outline a multi-year transformation program to position Bank First for a changed world with particular emphasis on digital and millennials whilst retaining the core values and ethos of mutuality. Long standing CEO William Wolke and Director Professor Karen Starr will chart the transformation journey and the major learnings that arose, including:
- Brand change
- Working with Fintechs
- Leadership at Executive and Board level
- Relevance of ‘mutuality’
- Understanding of the rationale, preparation, timing, execution and monitoring of major change
- Learn essential leadership behaviors and practices for successful change
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.
- Learn how portfolio-shaping regulation systems allow credit unions to thrive.
- Understand how your country and organization can benefit from regulation rulebooks.
Inclusive Leadership: Why Diversity and Inclusion Matter
Speakers: Niki Sharma, Angela Russell, Elenita San Roque
- 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
Using Cryptocurrency/Blockchain Technology to Enhance Your Product and Service
Speaker: Anson Zeall
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.
- Understand why innovation is growing in importance, what exactly is innovation, and how companies are building innovation into their organizations.
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.
- Learn the keys to successfully implementing a digital transformation within a financial institution and how to maximize investments
Speakers: Martha Durdin, Kevin Potter, Ed Farrell
Moderator: Michael Edwards
Learn about development in credit union mortgage lending regulations and recent changes in Basel III.
Elevating Women in Credit Unions: 10 Steps for Board Members, CEOs and Emerging Leaders
Speakers: Stacey Walker, Pat Duffield, Carla Cicero
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.
- Learn actionable items to implement in your organization to advance women in the workplace.
Tuesday, 17 July • 1:45pm - 3:00pm
Digital Disruption: Credit Unions Pay-Day Lending WorldwideSponsored by Temenos & Software Group
Speakers: Murray Gardiner, Kalin Radev
Credit unions everywhere are faced with the challenge of serving clients with limited credit history and an ambiguous income sources. These prospective members often fall into the trap of over indebtedness at usurious rates to predatory pay-day lenders claiming 600% APR or more. In established financial markets it’s the corner pay-day lender. In emerging markets its new platform Fintech’s and international payment schemes that are chasing opportunities be the next “Uber” of microcredit.
The unintended consequence of excessive debt can be a transfer of wealth from the poorest to the wealthiest. Credit Unions have an opportunity and a duty to respond. Learn from the digital revolution of ‘Inclusive Banking’ how to serve the whole community leveraging Fintech to defend against dis-intermediation and serve the community with quality affordable services.
Temenos and Software Group are leading global digital payers in core banking, digital channels and cloud based Fintech with more than 2,000 clients in over 120 countries between them. This session will discuss accessible technology for credit unions that need a digital strategy but don’t have the budget for big IT investments.
- Understand the impact of fintech platforms such as AliPay, IOS and Android mobile payments, MNOs, PayPal and others, and their impact on credit unions and members.
- Discuss ways to leverage relationships with fintech to reach the wider community of people with thin credit files, ambiguous incomes, and circumstances that create a market for usurious payday lenders and platform credit
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.
- 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.
Speakers: Ryan Donovan, Michael Edwards, Gerry Thompson
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.
- How to structure an effective grassroots advocacy program at local regional and national level
- Help shape the laws and regulation in a favorable manner for your Credit Union
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 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.
- Identify the changes occurring in cybercrime around the world
- Learn how to best position your financial institution to respond to cyber threats.
FinTechs: Partners or Disruptors
Speakers: Chandrima Das, Olivier Berthier, Dr Ernie Teo, Chye Kit Chionh, Paul Qi
Moderator: Hock Lai Chia
This session will provide address using fintechs as partners rather than viewing them as disruptors. The session will provide insight from a panel of Singapore based experts leading fintech initiatives in the areas of wealth management, analytics, blockchain and regtech. Their presentations will be followed by a panel discussion moderated by Hock Lai Chia, President of the Singapore Fintech Association, addressing how financial institutions can leverage fintechs to assist in expanding their product and service offerings to their members.
- Gain a better understanding of how, as a financial institution, you can partner with fintechs
- Areas of focus will include wealth management, analytics, blockchain and regtech
Wednesday, 18 July • 9:00am - 10:15am
Digital Payments at Low-Cost, Low-Risk, Max Return
Speakers: Megan O'Donnell, Pawan Bakshi, Tony Del Fierro, Sylvia Paraguya
- Share live digital payments stories. Panelists are launching digital payments using blockchain and other innovations, expanding current members’ services and reaching new members. Learn how heavy competition from FinTechs offering competitive services is heightening urgency to protect their members.
- Transform the global economy. The Gates Foundations’ Level One principles for payments are altering the lifeblood of the global economy to benefit the poor and underserved. This vision supports inclusive, interoperable digital economies with open-loop, real-time and “push” only systems, same-day settlement and shared fraud management. These principles are playing out in real life in Gates’ active pilots worldwide.
- Shape the future. Learn how credit union networks are uniquely placed to host cross-border remittances.
Combatting Financial Crime
Speakers: Andrew Price, Lucy Castledine
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.
- Provide updates on recent updates and developments to international AML/CFT rules as well as developments with the European Union Global Data Protection Regulation (GDPR) and learn how that integrates with your AML/CFT programs.
He for She: Engaging Men in Inclusion & Diversity
Speakers: Steven Stapp, Manfred Dasenbrock, George Ombado, Gadwin Handumon
Moderator: Susan Mitchell
- Learn specific strategies for engaging men in your organization’s effort to promote inclusion and diversity.
Partnering with Fintechs and Why You Might Fail
Speaker: Jeff Erickson
Nowadays everyone is talking about partnering with Fintechs, but what does that actually mean? In a world of rapid change and advancing technology, partnering with the right companies and approaching technology projects with the right framework can mean the difference between success and failure. Companies with limited resources can not afford to make big mistakes, so identifying potential threats and being clear on the value proposition will help you to make better choices as you navigate your organization’s technology roadmap. Challenges will be encountered with any partnership, so identifying them and engaging stakeholders in difficult conversations earlier on in the project can be an effective approach to maximizing the potential for success. Large-scale IT projects have a history of being difficult to manage and failing to deliver on the intended value proposition, so addressing these realities will equip your teams to more effectively implement change across your organization.
- Gain a deeper understanding of the challenges associated with complex technology projects.
- Identify opportunities to improve the implementation of new technologies within your organization.
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.