Agenda

12:00pm - 1:00pm

Registration/Lunch (Seneca-Onondaga-Cayuga)

1:00pm - 2:00pm

Purpose Driven Leadership: Reclaiming the Power of the Credit Union Difference
David Reed, Esq., Reed & Jolly, PLLC

In an increasingly competitive and commoditized financial landscape, the credit union difference remains a powerful force. This inspirational session reconnects credit union boards, CEOs, and staff with the “why” behind the work: member ownership, community impact, and democratic governance. Through historical insights, real-world examples, and forward-thinking perspectives, attendees will explore how cooperative principles can be strategically leveraged to drive growth, deepen member trust, and differentiate in a values-driven marketplace.

2:00pm - 3:00pm

Executive Benefits
Peter Sullivan, Executive Benefits Specialist, TruStage

3:00pm - 3:15pm

Break

3:15pm - 4:15pm

AI Policy Design & Implementation
Diane Pape Reed, CUDoctor
AI is deeply embedded in our daily lives—whether in research, marketing, lending, or even household devices like Siri or Roomba. While AI offers significant benefits, it also brings risks such as misinformation, bias, and security concerns. This webinar will provide a comprehensive approach to developing and implementing an AI policy that protects your organization while maximizing AI’s potential.

We'll break down:

• The fundamentals of AI and its workplace applications
• Common AI pitfalls and how to safeguard against them
• A step-by-step guide to crafting a clear, enforceable AI policy

5:00pm - 6:30pm

Networking Reception (Chautauqua-Canandaigua-Saranac)

9:00am - 10:00am

Regulatory Intelligence 2025: What Boards, Committees and CEOs Must Know
David Reed, Esq., Reed & Jolly, PLLC

May you live in interesting times indeed!  Stay ahead of the curve with this high-impact briefing on the latest regulatory developments affecting credit unions. This session provides a clear, non-technical overview of current and emerging issues from the Trump administration, NCUA, CFPB, and other regulatory bodies. Equip your leadership team with the insight needed to make informed, compliant, and forward-thinking decisions.

10:00am - 10:15am

Break

Director Track

Supervisory Committee Track

10:15am - 11:15am

Rethinking How We Bank and Hire: Say "No" to Generational Learnings and "Yes" to Socio-Economic Impact
Diane Pape Reed, CUDoctor
Too often, workplace strategies and financial services are framed through the lens of generational stereotypes—Millennials want this, Boomers expect that. But these broad assumptions often overlook a far more powerful differentiator: socio-economic status. This one-hour live session challenges participants to move beyond generational generalizations and instead examine the very real impact of socio-economic background on both employment and member experience in credit unions.

Key Takeaways:

• Understand the limitations and risks of relying on generational stereotypes in hiring and member services
• Identify how socio-economic background influences access to employment, financial services, and digital tools
• Explore actionable strategies for designing hiring practices and service models that address socio-economic differences
• Learn how to better meet the needs of underserved or marginalized communities by shifting perspective

Today’s credit union supervisory committees operate in an increasingly complex environment, facing heightened regulatory scrutiny, emerging fraud risks, cybersecurity threats, and evolving member expectations. This session equips committee members with the tools and knowledge to meet their statutory responsibilities while staying ahead of current challenges.

11:15am - 12:15pm

Future-Ready Governance: Preparing Your Credit Union Board for Tomorrow's Challenges
David Reed, Esq., Reed & Jolly, PLLC
As the financial services industry evolves, so too must credit union boards. This forward-looking session explores how governance structures, expectations, and competencies are changing and what that means for the credit union boards of tomorrow. Topics include generational transitions, technology fluency, diversity in leadership, strategic foresight, and the shift from operational to policy-focused oversight. Participants will gain tools to assess current board effectiveness and strategies to future-proof governance through recruitment, development, and board renewal initiatives.

From Insight to Impact: Designing and Using Effective Supervisory Committee Self-Evaluations
Diane Pape Reed, CUDoctor

Strong governance doesn’t happen by accident—it’s the result of deliberate reflection and continuous improvement. This lively presentation will guide credit union leaders through the essential process of designing and conducting effective self-evaluations.

Together, we’ll explore:

• Why self-evaluations matter for boards and supervisory committees
• Key questions and formats to include in your evaluation tool
• Internal vs. external facilitation
• How to interpret results and identify priority areas
• Turning evaluation insights into a plan for board development and enhanced oversight

Whether you’re launching your first self-evaluation or refining an existing process, this session will provide practical, real-world guidance to strengthen your governance practices and build a more effective leadership team.

12:15pm - 1:15pm

Lunch

1:15pm

Session Concludes