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“Great things happen when credit unions serving firefighters & first responders come together. Our face-to-face and online interaction is the platform where collaboration begins, and GREAT ideas are generated”
Tuesday, October 1
 

8:00am CDT

🚒 🚓 Welcome to NCOFCU's 2024 Conference in San Antonio, TX 10/2-5/24
We are so glad that you are here.
Welcome to the Hyatt Regency Riverwalk and everything it has to offer. If you have any questions, please reach out to me at 305-951-3306, Grant Sheehan, CEO of NCOFCU.

For information about the Hyatt Regency Riverwalk.
Ashlee Vasquez
Event Manager 
Hyatt Regency San Antonio Riverwalk
T: +1 210.510.4425 E: ashlee.vasquez@hyatt.com

“Great things happen when credit unions serving first responders come together. Our face-to-face and online interaction is the platform where collaboration begins, and great ideas are generated.”


Tuesday October 1, 2024 8:00am - 5:00pm CDT
Hyatt Regency Riverwalk
 
Wednesday, October 2
 

7:00am CDT

⛳ Eddie Paris Memorial Golf Tournament T-off 8:00 a.m. (7:00 am depart hotel)
Welcome to the Eddie Paris Memorial Golf Tournament.  

The Quarry Golf Course, https://quarrygolf.com, designed by nationally recognized golf course designer Keith Foster, opened in 1993. In addition to being a local favorite and one of the best golf courses in San Antonio, The Quarry is also recognized around the country for its unique setting and design. The course will not only challenge but reward you in many ways throughout the round as well. The front nine plays in a links-style format featuring rolling hills coupled with native grasses and immaculate greens. On the contrary, the back nine is uniquely laid out in the 100-year-old quarry itself. In addition to the fantastic scenery created by the quarry, you will also face challenging as well as fun holes. You will fall in love with the elevated tee boxes and shots that will fly over large expanses. After a day at the Quarry, you will undoubtedly feel like you just played one of the most unique and enjoyable rounds unlike any other.

T-off is 8:00 A.M. Shotgun Start
We will depart the hotel at 7:00 A.M. (meet in the Hotel Lobby)

$150 per player (Includes lunch, range balls & round-trip transportation)
$75 Rental clubs if needed. https://quarrygolf.com/golf/about-our-course/#rentals

1st Place Team $400 / 2nd Place Team $200
Closest to the pin $100 prize / Longest Drive $100 prize


Wednesday October 2, 2024 7:00am - 2:00pm CDT
Quarry Golf Course

2:00pm CDT

🏷️Registration/Hospitality
Please note:  Name Tags are required for all events!

Your safety in the time of COVID is our biggest concern. NCOFCU and the hotel will be following all of the latest COVID protocols from the local authorities at the time of our conference to ensure that you have a safe and pleasurable experience.

While the hotel and the National Council of Firefighter Credit Unions Inc (NCOFCU) have put in place preventative measures designed to reduce the spread of COVID-19, You understand that your voluntary attendance at the NCOFCU Conference may expose you to an increased risk of contracting the COVID-19 virus. Furthermore, you understand that NCOFCU cannot guarantee that you will not become infected with COVID-19.

Please observe any COVID-19 requirements imposed by the hotel and NCOFCU for your safety and others. 


Wednesday October 2, 2024 2:00pm - 6:00pm CDT
Hyatt Regency Riverwalk

3:00pm CDT

📖 BSA/AML
BSA/AML Updates and certification.
Examiners are looking for this training…volunteers need to be familiar with BSA requirements. Attendees will walk through an overview and historical background of BSA and learn the specifics every board must actively keep up with, such as BSA policy, risk assessment, ongoing training, and Suspicious Activity Report filings.


Wednesday October 2, 2024 3:00pm - 4:00pm CDT
Hyatt Regency Riverwalk

4:00pm CDT

📖 Understanding Your Credit Union's Financial Statement
As a credit union director, it is crucial to understand your credit union's financial statement because it provides a comprehensive overview of the organization's financial health. The financial statement contains important information about the credit union's assets, liabilities, income, and expenses, which can help you make informed decisions about the organization's future.

By understanding your credit union's financial statement, you can identify areas of strength and weakness, and make strategic decisions to improve the credit union's financial performance. For example, if you notice that the credit union's expenses are increasing faster than its income, you may need to adjust the budget or look for ways to increase revenue. Similarly, if you see that the credit union's loan portfolio is growing rapidly, you may need to ensure that the credit union has adequate reserves to cover potential losses.

Furthermore, understanding the financial statement can help you fulfill your fiduciary responsibilities as a credit union director. You have a duty to act in the best interests of the credit union and its members, and understanding the financial statement is essential to fulfilling this duty. By monitoring the credit union's financial performance and making informed decisions, you can help ensure the long-term success of the credit union and its ability to serve its members.

In summary, understanding your credit union's financial statement is critical to making informed decisions, identifying areas of strength and weakness, fulfilling your fiduciary responsibilities, and ensuring the long-term success of the credit union.



Wednesday October 2, 2024 4:00pm - 5:00pm CDT
Hyatt Regency Riverwalk

4:00pm CDT

👀CEO Hour (Round Table Discussion)
CEO Hour Meet and Greet
CEOs of credit unions serving first responders come together in this peer-to-peer setting and speak openly. Successes, challenges, strategy, implementation. It’s all about leveraging the knowledge of fellow leaders who’ve been-there-done-that. It’s a great connection point for forward-thinking CEOs to network, gather insights and walk away with some new ideas, fresh approaches, and renewed enthusiasm.  



Wednesday October 2, 2024 4:00pm - 5:00pm CDT
Hyatt Regency Riverwalk

6:30pm CDT

🍽️ 🍷 Alamo Reception “Welcome to San Antonio, TX." (Exhibitors & Registered Guests Invited)
MEET AND GREET
6:00 p.m. - 7:30 p.m. Supported by our Conference Sponsor”
Come meet and greet old friends and make new ones. Open bar with hors d'oeuvres. Start your first evening right! Included in attendee, guest and exhibitor registration. Please observe any social distancing requirements imposed by the hotel for your safety and others.

Wednesday October 2, 2024 6:30pm - 7:30pm CDT
The Alamo
 
Thursday, October 3
 

7:30am CDT

🍽️☕ Attendee and Guest Networking Breakfast / Exhibits open
Start your day with hot breakfast, and the opportunity to build stronger connections with your peers from credit unions across the country.

Thursday October 3, 2024 7:30am - 8:30am CDT
Hyatt Regency Riverwalk

8:00am CDT

🏷️ Registration/Hospitality
Please note:  Name Tags are required for all events!

Your safety in the time of COVID is our biggest concern. NCOFCU and the hotel will be following all of the latest COVID protocols from the local authorities at the time of our conference to ensure that you have a safe and pleasurable experience.

While the hotel and the National Council of Firefighter Credit Unions Inc (NCOFCU) have put in place preventative measures designed to reduce the spread of COVID-19, You understand that your voluntary attendance at the NCOFCU Conference may expose you to an increased risk of contracting the COVID-19 virus. Furthermore, you understand that NCOFCU cannot guarantee that you will not become infected with COVID-19.

Please observe any COVID-19 requirements imposed by the hotel and NCOFCU for your safety and others. 


Thursday October 3, 2024 8:00am - 9:00am CDT
Hyatt Regency Riverwalk

8:30am CDT

1. 🗣️ Welcome Opening
We are so excited to have you all here and to share with you the amazing things we have planned. We have a great lineup of speakers, workshops, and activities that will help us all learn more about the topics that matter most to us.

We hope that this conference will be a place where we can come together to share ideas, learn from each other, and build relationships. We also hope that it will be a place where we can find inspiration and motivation to take action in our own lives.

So let's get started! Let's make this an amazing event and create something special together.


Thursday October 3, 2024 8:30am - 9:00am CDT
Hyatt Regency Riverwalk

8:30am CDT

2. 🗣️ Fire Chief
Fire Chief 

Thursday October 3, 2024 8:30am - 9:00am CDT
Hyatt Regency Riverwalk

8:30am CDT

3. 🚒 Fire Dept. Honor Guard
Fire Dept. Honor Guard


Thursday October 3, 2024 8:30am - 9:00am CDT
Hyatt Regency Riverwalk

8:30am CDT

4. 🗣️ Exhibitor Introductions
Each exhibitor will have a few minutes to tell you about themselves and invite you to their booth.


Thursday October 3, 2024 8:30am - 9:00am CDT
Hyatt Regency Riverwalk

9:00am CDT

🗣️ 10 Must Do Initiative to Drive Your 2025 Strategy
This fast-paced, impactful session will highlight trends, identify challenges, and inspire a strategy to help you drive success.
  1. We must optimize the in-person experience – branch, contact center, back office. Members expect personalized relevance, a conversation with an expert, and speedy, insightful transactions.
  2. We must drive a deep digital transformation – from digital-first to digital integration to digital only. Members’ and team members’ experiences need to be enhanced. We must support “channel hopping.”
  3. We must simplify “money movement” – how much, to whom, by when. By providing safe, simple, and value-based transactions, we will have an opportunity to grow our share of wallets beyond payments.
  4. We must secure data, transactions, and infrastructure by creating an omnichannel shield utilizing MFA techniques leveraging biometrics, AI, and traditional authentication in a real-time environment.
  5. We must leverage member insight by combining data with analytics, including predictive analytics that will help us anticipate ideal “next best conversations.” To serve well, we must observe and know.
  6. We must personalize financial solutions for the members we serve. Our members’ needs vary by stage of life and financial wellness; we must understand what each member needs to serve them well.
  7. We must complement our people’s expertise with artificial intelligence. From authentication to service to decisioning – driving cognitive collaboration will enhance our ability to serve.
  8. We must develop our people into empathetic, technically savvy financial counselors who can serve our members by understanding their needs and personalizing financial solutions toward financial goals.
  9. We must strive towards a secure open technology infrastructure that will allow us to be agile and innovative in the deployment of technology as we serve our members’ and team members’ needs.
  10. We must drive continuous improvement through effective journey mapping. We need to enhance how our members can attain financial solutions across the different channels that we offer.
This fast-paced, impactful session will highlight trends, identify challenges, and inspire a strategy to help you drive success.




Speakers
avatar for Sundeep Kapur

Sundeep Kapur

Founder, Digital Credence
My focus is that of an educator. I teach digital marketing effectiveness. Enjoyed teaching and interacting with over 2500 brands.



Thursday October 3, 2024 9:00am - 9:45am CDT
Hyatt Regency Riverwalk

9:45am CDT

10:00am CDT

11:00am CDT

🗣️ “Revitalizing Your Credit Union: From Caretaking to Rebuilding”
Credit unions had to make enormous changes at the onset of COVID just to stay in business. And with all those changes, most credit unions continued to fall behind in the market. Generations Y and Z, who should love our ‘co-ops’, tend to be ignoring credit unions to a great degree. Key surveys are showing that our image and brand are considered “old fashioned” and “stodgy” to those key generations. This session will show you the incontrovertible data that we as a “movement” are falling behind, but more importantly, it will show you ways to get these two key generations to pay attention to what you have to offer.
TIM Transform Inspire Motivate
Tim Harrington, CPA RET
President, Timothy P. Harrington, Inc. dba TEAM Resources
Tim@TimothyHarrington.net, THarrington@forTeamResources.com
Office: 520-290-5721 Fax: 520-290-8378 Cell: 520-906-7501

Speakers
avatar for Tim Harrington

Tim Harrington

Founder and CEO, TEAM Resources
Tim Harrington has come a long way from his start as an accountant. One peek into his bright blue eyes and you’ll see a man with a rich and challenging past.Tim will be the first one to tell “your past doesn’t determine your future,” and he has profound first-hand experience... Read More →


Thursday October 3, 2024 11:00am - 12:00pm CDT
Hyatt Regency Riverwalk

12:00pm CDT

🍽️ CEO Networking Lunch - Thank You Money Concepts
CEO networking lunch sponsored by Money Concepts.

Thursday October 3, 2024 12:00pm - 12:45pm CDT
Hyatt Regency Riverwalk

12:00pm CDT

🍽️ Networking Lunch Directors & Exhibitors
Get acquainted with old friends and meet new ones. Exhibits open.

Thursday October 3, 2024 12:00pm - 12:45pm CDT
Hyatt Regency Riverwalk

1:00pm CDT

🗣️ Building Stronger Credit Unions through Fraud Prevention and Education”
MaryAnn will review the current fraud trends taking place, why and how they happen, and best practices for Credit Unions and members to help prevent losses.

Speakers
avatar for MaryAnne Colucci

MaryAnne Colucci

Director, Fraud & Risk Envisant, Envisant
Mary Anne Colucci joined Envisant in 2005 in the Card Services area. Her responsibilities have included Team Leader in the ATM/Debit Department, co-managing the customer service staff to her current role as director of Fraud and Risk. In this position, she is primarily responsible... Read More →


Thursday October 3, 2024 1:00pm - 2:00pm CDT
Hyatt Regency Riverwalk

2:00pm CDT

🗣️ Identify Interest-Rate Transitions & the Impact on Earnings
Sponsored by Oppenheimer & Co Inc
Join this discussion of the current economic and interest rate environment. Bryan will introduce the concept of Interest-Rate Perspective and how it can be utilized to identify potential periods of transition in the Interest Rate Cycle. He will take a detailed look at the pros and cons of what is believed to be the most appropriate investment strategies and how they could perform in these changing economic conditions. Attendees will be provided with valuable insight into the impact of changing interest rates on investment decisions, earnings, risk position and liquidity. If you’re wondering what your next steps should be as we approach “The Great Pivot” and tired of never getting strategies that you could immediately implement, then this is the session for you. Attendees will leave armed with the knowledge and strategies to make a meaningful impact to their bottom line.


Speakers
avatar for Bryan L. Bell

Bryan L. Bell

Associate Director, Oppenheimer Credit Union Investment Strategy Group
Bryan is an Associate Director for the Credit Union Investment Strategy Group of Oppenheimer & Co. Inc. (“Oppenheimer”) in the East Lansing, MI office. The group of fixed-income professionals provides comprehensive investment strategies to help credit unions nationally meet their... Read More →


Thursday October 3, 2024 2:00pm - 3:00pm CDT
Hyatt Regency Riverwalk

3:00pm CDT

☕ Coffee Break with Exhibitors
Coffie break with exhibitors.

Thursday October 3, 2024 3:00pm - 3:15pm CDT
Hyatt Regency Riverwalk

3:15pm CDT

🗣️ TBA
Thursday October 3, 2024 3:15pm - 4:00pm CDT
Hyatt Regency Riverwalk

4:00pm CDT

Breakout Sessions
Breakout Sessions

Thursday October 3, 2024 4:00pm - 5:00pm CDT

4:15pm CDT

🗣️ TBA

Thursday October 3, 2024 4:15pm - 5:00pm CDT

4:15pm CDT

🗣️ TBA
 

Thursday October 3, 2024 4:15pm - 5:00pm CDT

4:15pm CDT

🗣️ TBA
Thursday October 3, 2024 4:15pm - 5:00pm CDT

5:30pm CDT

🍷Exhibitor Reception
Meet the exhibitors and see what they can do for you.

Thursday October 3, 2024 5:30pm - 6:30pm CDT
Hyatt Regency Riverwalk

6:30pm CDT

 
Friday, October 4
 

7:30am CDT

8:30am CDT

🗣️ Economic Outlook
Will the economic recovery have legs despite the fastest increase in interest rates in 40 years? Can expansion restore the pre-crisis economy? Are fundamental changes in the jobs market apt to cause long-term disparities? Will inflation return to the Federal Reserve’s target anytime soon? Get answers to these and other questions while gaining a better understanding of impacts on your credit union and its members. Steve’s session will include a review, from three perspectives, of the principal forces shaping the economy and financial markets. Plan to join Steve’s session as he gives us this and more; you don’t want to miss out!

Speakers
avatar for Steven Rick

Steven Rick

Chief Economist, TruStage
Steven Rick is director and chief economist at TruStageTM. His primary responsibilities include conducting strategic research, analysis and forecasting of the financial services industry, with special emphasis on the consumer and credit union markets.Rick’s forecasts serve as a... Read More →


Friday October 4, 2024 8:30am - 9:20am CDT
Hyatt Regency Riverwalk

9:20am CDT

🗣️ The KPIs of Relevance
The KPIs of Relevance. In an ever-evolving financial ecosystem, examining traditional business models helps ensure relevance in the dynamic landscape of financial services. As the pace of innovation accelerates, established archetypes face the risk of becoming obsolete if they fail to adapt swiftly. In this session, we: shed light on the technological frontier; decode evolving member expectations; interpret risk management in the digital age; learn where to fearlessly innovate, collaborate, and compete; and, address the cultural shifts required to foster inventive and agile systems. Learn how you can measure relevance and secure a thriving future in the face of disruptive forces.

Speakers
avatar for Jeff Rendal

Jeff Rendal

President, Rising Above Enterprises
Jeff Rendel, a Certified Speaking Professional, knows the financial services marketplace. With experience as a federal banking regulator, financial services executive, and Congressional lobbyist, he understands the balancing act of safety, soundness, sales, and strategy.As President... Read More →


Friday October 4, 2024 9:20am - 10:10am CDT
Hyatt Regency Riverwalk

10:10am CDT

☕ Coffee Break with Exhibitors

Friday October 4, 2024 10:10am - 10:30am CDT
Hyatt Regency Riverwalk

10:30am CDT

🗣️ Overview of the key issues that credit unions will have to prepare for over the next six months to a year.
This presentation typically covers not only essential regulations but also significant developments in case law.


Speakers
avatar for Henry C. Meier, Esq.

Henry C. Meier, Esq.

Esq Attorney
Henry has broad knowledge at the nexus of law, regulatory compliance and politics.  Prior to starting his practice, Henry served as the Senior Vice President and General Counsel of the New York Credit Union Association, where he oversaw the legal, compliance and governmental relations... Read More →


Friday October 4, 2024 10:30am - 11:50am CDT
Hyatt Regency Riverwalk

11:45am CDT

🗣️ The Chairpersons Hour - Issues & Opportunities Today & Tomorrow
An exciting panel discussion on issues & opportunities today & tomorrow!



Friday October 4, 2024 11:45am - 12:30pm CDT
Hyatt Regency Riverwalk

12:30pm CDT

💃🏼 Enjoy San Antonio
Take the opportunity Friday afternoon to enjoy the many sites in San Antonio, TX..

Friday October 4, 2024 12:30pm - 6:00pm CDT

6:30pm CDT

🍷 🍽️ Reception/Dinner
Come join us as we celebrate another year!


Friday October 4, 2024 6:30pm - 10:00pm CDT
Hyatt Regency Riverwalk
 
Saturday, October 5
 

8:00am CDT

🍽️ General Networking Breakfast
Saturday October 5, 2024 8:00am - 8:45am CDT
Hyatt Regency Riverwalk

9:00am CDT

🗣️ Annual Meeting
NCOFCU, where we are today and looking into the future. As we come together in San Antonio, let's unite and do what credit union people do best: work together. Now more than ever before, unity is the foundation of success not only in business strategies but also in building lasting relationships that will enable us to forge ahead.

Saturday October 5, 2024 9:00am - 9:30am CDT
Hyatt Regency Riverwalk

9:30am CDT

🗣️ TBA

Saturday October 5, 2024 9:30am - 10:30am CDT

10:00am CDT

🗣️ Elections are one of the necessary evils!
Elections are one of the necessary evils (or glorious benefits) of a democratic system. The upcoming 2024 election includes a presidential race as well as the full House of Representatives and 1/3 of the Senate. These races can have an impact on credit unions for years to come. With more and more financial services issues coming before Congress, which candidates are more “credit union-friendly”? And with the chance to nominate new NCUA Board members over the next four years, the direction of the agency will be determined by which candidate wins the Presidential election.

Speakers
avatar for Geoff Bacino

Geoff Bacino

President, Bacino Associates
Former NCUA board member Geoff Bacino of Bacino & AssociatesGeoff Bacino is a partner at Bacino & Associates, a national government relations, strategic planning and business solutions firm. Previously, Geoff served on the Board of the National Credit Union Administration (NCUA) as... Read More →


Saturday October 5, 2024 10:00am - 11:00am CDT
Hyatt Regency Riverwalk

11:00am CDT

🗣️ Conference Wrap Up
2025 and Beyond

Saturday October 5, 2024 11:00am - 11:30am CDT
Hyatt Regency Riverwalk
 
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