Choose between three breakout sessions to attend:
David Reed: Board Level Policies: What Is Required and Why | Policies are the foundation of effective governance, yet many boards struggle with understanding which policies are truly required, why they matter, and how they should be reviewed. Credit Union veteran David Reed will walk directors through the regulatory requirements, NCUA expectations, and best practices for maintaining board-level policies that both protect the institution and empower management. Attendees will gain clarity on their policy responsibilities, how often policies should be reviewed, and the risks of neglecting this critical oversight role.
Deedee Myers: Leadership Crisis in Credit Unions 
The credit union industry is at a pivotal crossroads. With nearly 40% of CEOs expected to retire by 2030 and so many boards lacking formal succession plans, the risk of leadership voids is imminent. This session delves into the leadership crisis facing credit unions, emphasizing the urgent need for strategic alignment and competency development across all organizational tiers—from the boardroom to mid-level management. Participants will gain insights into best practices for succession planning, leadership development, and fostering a culture of continuous learning and adaptability. This session is essential for board members committed to navigating the complexities of leadership transitions and ensuring sustainable organizational success.

Ana Foret: Internal Controls – What are internal controls and what’s my role as a volunteer? (covering both BOD & SC roles) 

• Define internal controls & introduction to the types of controls
• Define Board and SC’s roles in the Credit Union’s internal control system
• Discuss overall differences between SC & BOD
• Share key controls for branches, electronic payments, employee & official accounts, general ledger reconciliations, loan files, share files, file maintenance, system access & expenses