Speaker

George Hofheimer

George Hofheimer
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Bio

George Hofheimer has 25 years of experience advising the consumer finance industry. George was the head of research and development at Filene Research Institute and the chief learning officer at CUES. He has conducted hundreds of advisory engagements with consumer finance organizations across the globe and authored dozens of research reports, including a book entitled Banking on a Human Scale. George began his career in international business development, including as a USAID contractor and a member of the first group of Peace Corps Volunteers in the former Soviet Republic of Uzbekistan. George obtained his MBA from the University of Wisconsin-Madison and is a certified executive coach through Brown University and the International Coaching Federation. He has bicycled across the USA on two separate occasions raising over $1 million for a variety of charities related to mental health.

Speaking Topics

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.

What Makes an Exceptional Credit Union Board Member?

Leveraging 2 decades experience researching the topic of board governance and over 300 credit union board engagements, Hofheimer will share actionable insights into what it takes to be an exceptional credit union 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 member-focused decision-making. Exceptional board members are enthusiastic advocates for the credit union’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 credit union’s 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, 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.

Speaking Topics

  • Building a Modern Credit Union Board and Supervisory Committee Structure
  • What Makes an Exceptional Credit Union Board Member?
  • Banking on a Human Scale
  • Do Something Epic.  On Your Terms