APEX 2022
Come Together at APEX 2022

For the second consecutive year, the Credit Union League of Connecticut and the Cooperative Credit Union Association continue their collaborative efforts with APEX 2022. The convention-level event will be held October 12 - 14 at the Mohegan Sun Resort in Uncasville, Connecticut.  

Credit union professionals from Connecticut, Delaware, Massachusetts, New Hampshire, and Rhode Island will come together for an exceptional networking and educational experience. Strategic partners and vendors will share how they can help credit unions improve critical aspects of their business, especially in emerging technologies.

“Attending APEX is an engaging and enriching experience. The challenges we face as credit unions can often feel like a steep mountain to climb – at APEX we reached the top and gained insights to broaden our horizons.”  –Carl Casper, EVP and COO, Connex Credit Union

"I attended the 2021 APEX event sponsored by the CCUA and CULCT held at the Mohegan Sun. I found the event to be a fantastic way to learn what is going on in the Credit Union space with the large Vendor Exhibit. There was plenty of opportunity for networking with other Credit Union leaders. The speakers were engaging and shared some valuable insights. Our team really appreciated the lunch with other Connecticut Credit Unions and honor each other’s work."  –Teresa Knox, Executive Vice President, Chief Operations and Experience Officer, American Eagle Financial CU

Small CU (Less than $100M):
$399 Per Person
Large CU (More than $100M):
$599 Per Person
YP (Under 40):
$399 Per Person
Guest/Spouse:
$299 Per Person


Credit Union Registration:
The credit union registration fee includes all convention education sessions; all breaks; welcome reception on Wednesday; breakfast, awards lunch, and reception on Thursday; breakfast on Friday. Registrants’ guests may attend for the guest fee listed below.

Guest Registration: The guest registration fee includes all convention breaks; welcome reception on Wednesday; breakfast, awards lunch, and reception on Thursday; breakfast on Friday.

Register Now (CUs Only)

Deadline: Wednesday, October 5, 2022

Vendors looking to register may do so here, email Chris Whalen, VP Marketing at [email protected] with exhibitor questions.
CCUA members must register here.

*All safety guidelines as mandated by the Mohegan Tribal Health Department will be followed during APEX 2022.

Thank you to our Title Sponsor:
CUNA Mutual Group


Hotel Information


Sponsors and Vendors


Agenda

Wednesday, October 12, 2022

9:30 a.m. – 6:00 p.m. 

Registration

10:00 a.m. – 11:00 a.m

Pre-Conference Session: The Board’s Role in Policy Review
Glory LeDu, President and CEO, League InfoSight

What is the difference between a policy and a procedure? What is the Board of Director’s role in the policy review process? The NCUA Examination Guide instructs that “the Board adopts policies to direct the credit union’s activities.” Those “major policies” must be approved by the Board and reviewed annually. 

This session will provide an overview of those policies required by regulation and an overview of resources available to assist the Board in ensuring policies are compliant, learning best practices for a comprehensive policy manual and guidance for a successful annual review structure.

10:00 a.m. – 11:00 a.m.

Pre-Conference Session

11:00 a.m. – 4:00 p.m.

Exhibit Hall Open

1:15 p.m. – 1:30 p.m.

Opening Ceremony/Welcome Remarks

Bruce Adams, President & CEO
Credit Union League of Connecticut

Ronald McLean, President/CEO
Cooperative Credit Union Association, Inc.

1:30 p.m. – 2:30 p.m.

General Session

2:15 p.m. – 3:15 p.m.

Break w/Exhibitors

3:00 p.m. – 4:00 p.m.

General Session
4:00 p.m. Hotel Check-In

4:30 p.m. – 5:30 p.m.

Welcome Reception 
5:45 p.m. – 7:00 p.m.  CU Executive Reception (Invite Only)
7:00 p.m. Dinner on Your Own

 

Thursday, October 13, 2022

7:00 a.m. – 6:00 p.m.

Registration

7:00 a.m. – 8:00 a.m.

Breakfast

8:00 a.m. – 9:00 a.m.

General Session

9:00 a.m. – 11:45 a.m.

Exhibit Hall Open

9:00 a.m. – 9:30 a.m.

Break w/Exhibitors
9:30 a.m. – 10:30 a.m. General Session

11:45 a.m. – 1:15 p.m.

Connecticut Awards Lunch
(CCUA Lunch is Separate)

1:30 p.m. – 2:30 p.m.

Learning Lab Session
1:30 p.m. – 2:30 p.m. Learning Lab Session
1:30 p.m. – 2:30 p.m. Learning Lab Session
1:30 p.m. – 2:30 p.m.

Learning Lab: Launching a Cannabis Banking Program
Panelists: 
Stephen King, Wolf & Company; Susan Crum, Freedom CU
Moderator:
Tony Repanich, COO, Shield Compliance

The cannabis industry is rapidly expanding in the Northeast as more states legalize sales for adult use. As the industry expands, so too does the need for additional banking services. Differences in state and federal laws is limiting the number of financial institutions willing to provide services, which creates a unique opportunity for credit unions to support legal cannabis businesses in this underserved market. This session will help participants:

  • Understand the cannabis banking business opportunity, including low-cost deposits, non-interest income, and earning assets.
  • Uncover risks beyond the BSA department and how to mitigate them.
  • Engage key stakeholders, including the board of directors, senior management, and compliance and operational teams.

Navigate a changing policy and regulatory landscape.

1:30 p.m. – 2:30 p.m.

Learning Lab: Big Data Big Climb-Conquering the World’s Tallest Freestanding Mountain and Your Credit Union Data
Anne Legg, Founder and Principal, THRIVE™ Strategic Services

Data is an incredible credit union asset and can be harnessed to improve members' lives. Unfortunately, connecting it to create actionable insights does not feel easy and can feel rather daunting, a bit like climbing the tallest, freestanding mountain on the planet.

Anne Legg, a recognized, award-winning industry expert, educator, member-centric data strategist who holds an MBA thesis on the credit union business model, and author of Big Data/Big Climb: A credit union playbook for leveraging data and talent to achieve revolutionary member relationships, will share how a credit union can climb both their data and Mt. Kilimanjaro.

In the fall of 2019, Anne summited Mt. Kilimanjaro (13,940 feet). She will share this experience and compare it to a credit union's data journey. You will enjoy this inspirational and entertaining narrative.

1:30 p.m. – 4:30 p.m.

Guest Activity

2:30 p.m. – 3:00 p.m.

Break
3:00 p.m. – 4:00 p.m. Learning Lab: Cryptocurrency
Lou Grilli, Senior Innovation Strategist, PSCU
3:00 p.m. – 4:00 p.m.

Learning Lab: How Internal Talent Mobility Creates Long-Term Leadership Excellence
Peter J Sullivan, Sr. Executive Benefit Specialist, CUNA Mutual Group

Research shows that a culture of “internal mobility” can help employers develop and retain better leaders who drive growth. This session will help your credit union break out of a top-down pyramid-shaped succession plan, and create a program that engages, retains, and develops your best talent.

3:00 p.m. – 4:00 p.m. Learning Lab Session
3:00 p.m. – 4:00 p.m. Learning Lab Session
6:00 p.m. – 7:00 p.m. Reception
7:00 p.m. Dinner On Your Own

 

Friday, October 14, 2022

7:00 a.m. – 11:00 a.m. 

Registration

7:00 a.m. – 8:30 a.m.

Breakfast

8:30 a.m. – 9:30 a.m.

Learning Lab Session

8:30 a.m. – 9:30 a.m.

Learning Lab Session

8:30 a.m. – 9:30 a.m.

Learning Lab: BSA Training for Board Members
Judy Britt, VP Compliance, Credit Union League of Connecticut

Bank Secrecy Act (BSA) compliance remains high on the examiner’s list for all credit unions, so credit union volunteers need to be familiar with BSA requirements. While board members are not expected to be experts in every law or regulation impacting BSA/AML compliance, they are expected to be educated enough to understand and oversee their own compliance programs. Guidance from regulators and enforcement authorities makes clear that effective oversight requires knowledgeable and active engagement from directors. 

This training session provides a relevant overview of BSA including the specific actions that boards must actively keep up with, such as BSA policy, risk assessment, ongoing training, and Suspicious Activity Report filings.

8:30 a.m. – 9:30 a.m. Learning Lab Session
9:30 a.m. – 10:00 a.m. Break
10:00 a.m. – 11:00 a.m. Keynote: Alex Sheen - because I said I would
Alex Sheen is the Founder of “because I said I would.,” a social movement and nonprofit dedicated to bettering humanity through promises made and kept. Sparked by the loss of his father, Alex and his organization send “promise cards” to anyone anywhere in the world at no cost. Alex is someone who truly honors commitment. He once walked over 240 miles across the entire state of Ohio in 10 days to fulfill a promise. In just two years, “because I said I would.” has sent over 12.3 million promise cards to over 153 different countries. The promises written on these cards have made headlines around the world. Alex is a five-time Tedx Talk speaker and his charitable work has been featured on ABC World News with Diane SawyerCNNThe Today ShowNPRThe Los Angeles Times, and many other programs.
11:00 a.m. Hotel Check-Out

 

Pre-Conference Global Women's Society Meeting: October 11 - Learn More


Speaker Bios & Session Details

Speaker information will be available as it becomes available. 

Credit Union APEX Registration Form

Registration Note: Please complete a separate form per person by refreshing the page. You must have JavaScript active. Do not use Internet Explorer. Having trouble? Contact [email protected]. Vendors looking to register must do so here.