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NCUA’s Harper, Economy, Rates, Legislation, AI Lending & More

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Designed for credit unions under $200 million in assets, this year’s Shapiro Summit (Aug. 19 – 20) will focus on solving real issues, including staffing, succession planning, due diligence, and risk and safety. What’s more: also joining us this year is National Credit Union Administration Chairman Todd Harper!

Join us for this yearly exclusive gathering of the minds (REGISTER HERE). You can also view the agenda here. Hosted by the California and Nevada Credit Union Leagues, the Shapiro Summit is the only event on the West Coast designed for small credit unions. Boasting a 98 percent approval rating, this unique annual conference is the most anticipated event of the year for so many credit union leaders.

Topics are created by credit unions — for credit unions. They include economic and interest rate insights; interactive collaboration solutions gaming on real-world issues and scenarios; what’s ahead in government affairs; innovative lending solutions for credit unions; succession strategy at all levels from nearly 100 years of combined experience with proven success; and more!

Speakers and discussions include:

  • National Credit Union Administration Update during the CEO Roundtable: Todd Harper (Board Chair of NCUA).
  • Credit Union Movement Update: Diana Dykstra (President and CEO of the Leagues).
  • Economic and Geopolitical Impacts in 2022: Bill Hampel (Independent Credit Union Economist).
  • Managing Risk in a Rising Rate Environment: Steve Waddell (Senior ALM Consultant for Catalyst Corporate FCU).
  • Federal Legislative Update: Jeremy Empol (Senior Vice President of Federal Government Affairs for the Leagues).
  • Update on Executive Recruitment, Compensation, and Retention Analysis: Jill Nowacki (CEO of Humanidei + O’Rourke).
  • Credit Union and Industry Updates/Discussion: CEOs Linda White (Upward CU), Karen Introcaso (Kaiperm CU), and Christine Haley (PostCity Financial CU).
  • Better Lending Decisions: Mike de Vere (CEO of Zest AI).

Shapiro Summit will take place in person at the beautiful JW Marriott Anaheim Resort, located in the Anaheim Garden Walk, an entertainment destination that blends dining, nightlife, family-friendly fun, outdoor art, and unique shopping experience all in one location.

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