DEI Summit 2023 Agenda

10:00 AM - 11:00 AM EST

Alternative Sources of Credit

This workshop will explore the benefits and challenges of credit unions using alternative credit scoring models for the purpose of helping underserved communities gain access to credit and other financial services. We will discuss the latest trends and innovations in the field, as well as the potential impact on credit unions and their members.

10:00 AM - 11:00 AM EST

Strategies to Recruit, Engage, & Retain Young Professionals

Hiring talented new employees can help the credit union industry remain relevant and competitive. Young professionals can bring in a fresh perspective, new skills, and a lot a creative energy that opens avenues to increase membership. However, recruiting young professionals requires a different approach and a new set of skills. This workshop will provide you with the tools and strategies you can use to assist with recruiting young talent.

11:05 AM - 12:05 PM EST

Leveraging Resourceful Data for Increasing Financial Inclusion

This workshop will teach you how to use the free Census Data Equity Initiative for Underserved Communities tools. These tools are designed to help you gain a deeper understanding of the needs of the underserved communities in your field of membership to work towards increasing financial inclusion for all.

11:05 AM - 12:05 PM EST

Developing and Implementing a DEI Strategic Plan

A strategic diversity, equity, and inclusion management plan can help an organization make the most of its diversity by creating an inclusive, equitable, and sustainable culture and work environment. The workshop will give you the tools to do just that with key components in developing a sustainable DEI strategic plan.

Introduction
OMWI Director Miguel A. Polanco – Introduction
NCUA Chairman Todd M. Harper– Welcome Remarks

Curious about how to be an ally? You’re off to a great start! This informative session will introduce five characteristics that are integral to allyship. Come away from the session with the foundation you need to get the most out of the DEI Summit.

Becoming an Ally starts with Curiosity; it's a step towards understanding others from different identities, gender, LGBTQIA, race, age, or religion. In this session, you will learn how to engage your Board and C-Suite in sparking their curiosity and helping them understand the importance of diversity and inclusion and making them your ally.

Empathetic engagement is key to allyship through asking the right questions to better identify and understand needs, whether those of your staff or the communities you serve, focusing on accessibility in Credit Unions as a critical element.

NCUA Vice Chairman Kyle S. Hauptman

Enabling allyship requires honest and open conversations, which require psychological safety, and building stronger relationships and partnerships. In this session you will learn about building partnerships and allyship through authentic conversations.

What separates good leaders from great ones are moments when introspection meets action. It’s not always easy to look inward or examine a fault or shortcoming, and it’s much harder to act on what we discover. Being a leader and an ally means not just showing up with support but also doing the hard work to grow. Learn the importance of becoming better allies to under-represented communities and keeping themselves and their leaders accountable for creating more inclusive and equitable processes and actions within their teams.

Case Study on Workforce and Consumer Inclusion (Ted Talks DEI 360 from Consumer to CEO)

• CEO story
• Branch manager/Frontline staff story
• Financial counselor story
• Member Story

NCUA Board Member Rodney E. Hood

A STAR is Born in Allyship from CEO to Consumer

Introduced By A Member of the NCUA Board