Director's Strategy and Credit Union Performance Conference 2024 | CU Conferences | 22 April 2024 | Omni La Mansion del Rio Hotel, 112 College St, San Antonio, TX 78205

The world is changing everyday. New technologies, new payment methods, new member communication channels, new competitive trends and cybersecurity risks, and so much more. How is your credit union preparing and adjusting to these new trends? Join credit unions from across the country as we explore many trends during this new, and important conference.

Successful credit unions have sharp strategic plans. Organizations that consistently plan well enjoy success more frequently. As author Jim Collins notes in his book Good to Great, “good is the enemy of great.” Ultimate strategic planning sessions focus on how to ensure your credit union does not settle for good, but strive for greatness.

This session covers:

• The strategic funnel
• How to put zing into your planning session
• The magic ingredient to the ultimate strategic plan
• Tips for improving your strategic plan

Pausing never leads to growth. Now more than ever, credit unions need proven growth strategies not just to survive, but to thrive in today’s economic uncertainty. When it comes to your growth, you must adjust your strategies and pivot your tactics. You must also know the top tends successful credit unions are implementing to grow.
In this session, you will learn a clear path to growth, ways to zig while others are zagging and solutions to recession proof your credit union. We will cover seven strategic action steps you can take today to grow your credit union.

2024 Speakers

Mark Arnold
President, On the Mark Strategies

Tom Glatt, Jr.
Principal, Strategy Consultant, Glatt Consulting Group, LLC

Shawn Temple
Strategy Director, On the Mark Strategies

2024 Sponsor

• PARC Street Partners