What Makes an Exceptional Financial Institution Board Member?

Leveraging 2 decades experience researching the topic of board governance and over 300 financial institution engagements, Hofheimer will share actionable insights into what it takes to be an exceptional board member. In this session, we’ll explore the qualities, skills, and mindsets that elevate board members from good to great. Drawing on research and real-world insights, this engaging presentation will highlight the critical attributes that drive effective governance, strategic vision, and customer-focused decision-making. Exceptional board members are enthusiastic advocates for the institution's purpose, combining passion with professionalism to inspire trust and collaboration. They focus on the big picture, ensuring strategic alignment while empowering management to handle day-to-day operations. Participants will learn how great boards cultivate a culture of teamwork, transparency, and accountability. From mastering governance best practices to managing risk effectively, this session will provide actionable strategies for board members to enhance their impact. Whether you’re a seasoned director or new to the boardroom, join us to discover how you can contribute to your institutions long-term success while serving as a steward of its purpose and values.

Banking on a Human Scale

In a world dominated by scale and technology, smaller community-based financial institutions, like credit unions and local banks, have the chance to serve more people (and serve them better) by making banking more human. This presentation discusses a way forward that places banking on a human scale through unique and practical approaches to management, innovation, strategy and R&D.

Do Something Epic. On Your Terms.

Drawing from George's experience of biking across the USA on two separate occasions, he shares lessons learned, a few stories and how you can translate his experiences into creating your own epic adventure. By encouraging the audience to identify something they are passionate about and acting upon it, George will motivate you to take the appropriate journey for you in your personal and/or professional life.

Building a Modern Credit Union Board and Supervisory Committee Structure

Today, credit unions are called to modernize not just their products and management practices, but also the very structures that govern their organizations. This session will explore how credit unions can transform their governance frameworks to meet contemporary challenges and opportunities. We will begin by examining the core responsibilities and strategic roles of credit union boards and supervisory committees, highlighting how effective leadership, clear policy development, and strong oversight remain the backbone of member-focused financial cooperatives. The session will address the need for boards to adapt to new regulatory expectations, including heightened attention to cybersecurity, risk management, and compliance. Participants will learn how modern board and committee structures can drive better decision-making, enhance member engagement, and ensure long-term institutional resilience. By the end of this session, participants will be equipped with practical strategies and actionable insights to renew their board and committee frameworks—positioning their credit unions to thrive in a future defined by innovation, regulatory complexity, and the enduring mission of serving members first.