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VIDEO: Convention to Offer New Educational Sessions

Apr 13, 2023
By Meghan Murphy
  • Education & Events

This year, Convention will offer attendees to choose their own educational adventure. We listened to past Convention feedback and ran with it! Check out these three new ways to take control of your Convention experience.


Roundtable Series

The League offers roundtables year-long outside of Convention. We thought, why not include them as their own sessions at Convention? So, we did! On Thursday, we have two roundtables on the lineup. The Director’s & Duties roundtable will be facilitated by Josh Roberts of The League, and Yvonne Evers, CEO/Owner of Succession App. This session is specifically designed for credit union Board of Directors. Thursday will also include, “What’s on the Compliance Horizon”, hosted by Thomas Thune, Director at the Wisconsin Office of Credit Unions, and Paul Guttormsson of The League. All your burning compliance questions will be up for discussion!

The roundtable series will continue Friday with a Business Lending roundtable facilitated by Beth Ellis of The League. Join CUNA's Tom Sakash and The League's Josh Roberts for an open forum discussion on Small Credit Union Success, designed for Credit Unions with assets of $100M and below (but all are welcome) Val Mindak, President/CEO of Park City Credit Union, joins in on the fun with her roundtable on Women’s Leadership with an open discussion on struggles and successes. Finishing up the series is the Financial Wellness Strategy roundtable hosted by TikToker, Finfluencer, Gigi Gonzalez and Organizational Culture Strategist Jennifer Esperanza.

Certification Series

Also new to Convention is our series on certifications! You won’t want to miss the chance to walk away with these certifications. Friday morning, we welcome you to join Dr. James Pogue, Inclusion Expert, for his impactful session on diversity, equity, and inclusion. Following Convention, you will receive a Certificate of Completion of the No Nonsense Experience (NNE). Paul Guttormsson of The League will host the certification for the Bank Secrecy Act (BSA) for Directors. In this session, he’ll discuss the federal Bank Secrecy Act, what’s required, what directors should know, and what the penalties could be for failure to comply. Lastly, our very own Sarah Wainscott talks about Credit Union Advocacy 101. Not sure what being an advocate means? Always wanted to do more for The Movement? Complete this certification and do just that!

Peer-to-Peer Meetups

You asked, and we’ve answered! This is your time to meet with people in similar roles as you. Stay for 5 minutes or an hour. There will be leaders at each meetup station and no set agenda, so the floor is yours! Take the le­ad on discussions, build your network, pop in, and pop out. Many credit union roles will be represented, including: Human Resources, Finance, Operations, Collections, Chapter Leaders, Marketing & Communications, Lenders, CU Attorneys, and Leadership Institute graduates. Create your credit union circle!

Learn about all of these new offerings and more by visiting our official Convention website. We can’t wait to see you this May at The Kalahari!

Register Today!