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DEI Summit 2023 Agenda

10 a.m. - 12:05 p.m.

Pre-Summit Workshops

10:00 AM - 11:00 AM ET

Alternative Sources of Credit

What are the benefits and challenges of using alternative credit scoring models to help underserved communities? We’ll discuss the latest trends and innovations in the field and the potential impact on credit unions and your members.



10:00 AM - 11:00 AM ET

Strategies to Recruit, Engage, and Retain Young Professionals

Young professionals can bring fresh perspectives, new skills, and creative energy that open avenues to increase membership. However, recruiting young professionals requires a different approach. This workshop will provide you with tools and strategies for recruiting young talent.

11:05 AM - 12:05 PM ET

Leveraging Resourceful Data for Financial Inclusion

This workshop will cover the free tools available to you under the Census Bureau’s Data Equity Initiative for Underserved Communities, which can help you gain a deeper understanding of the needs of the underserved communities in your field of membership. You will also gain insights on how credit unions can deepen their impact in low-income and underserved communities through data.

11:05 AM - 12:05 PM ET

Developing and Implementing a DEI Strategic Plan

A diversity, equity, and inclusion strategic plan can help an organization make the most of its diversity and create an inclusive, equitable, and sustainable culture and work environment. This workshop will give you the tools to develop a sustainable DEI strategic plan.


12:30 p.m. - 1 p.m.


1 p.m. - 2 p.m.

Chairman Harper and Janis Bowdler will engage in a fireside chat on the importance of allyship and diversity, equity, and inclusion in the credit union industry.

2:10 p.m. - 3:10 p.m.

Curiosity of Allyship

Becoming an ally starts with curiosity, a critical step that leads to understanding others who have different identities, genders, sexual orientations, races, ages, and religions. Learn how to build allies with your board and C-Suite and help them understand the importance of diversity and inclusion to make them your allies.

3:15 p.m. - 4:15 p.m.

Empathetic engagement is key to allyship. It means asking the right questions to better identify and understand needs of your staff and the communities you serve.


4:30 p.m. - 6 p.m.

NCUA Chairman’s Networking Engagement Reception

8:30 a.m. - 9:20 a.m.

Leaders from minority depository institutions nationwide will discuss how their credit unions are working to improve the lives of their members and communities.

9:30 a.m. - 9:40 a.m.

Welcoming and Introduction

9:40 a.m. - 9:45 a.m.

Previously recorded


9:45 a.m. - 10 a.m.


9:55 a.m. - 10:40 a.m.

The Nation is experiencing significant demographic transformation. The risk is that economic disparities depress chances for upward mobility and a better financial future for current and future generations. The racial wealth gap further magnifies this risk for people of color, who constitute a growing share of the nation’s population. This panel will discuss the challenges and opportunities for credit unions this demographic shift brings.

10:45 a.m. - 11:45 a.m.

Enabling allyship requires honest and open conversations. Learn about the importance of providing psychological safety and building stronger relationships and partnerships.


12 p.m. - 1 p.m.

Networking Lunch

How do credit unions increase financial inclusion for underserved consumers who aren’t even considering walking in the door? At a time when distrust of institutions is at an all-time high, a TV series on PBS is showing, not telling, viewers that credit unions change lives. At the heart of this approach is The Opportunity Finder.

1:15 p.m. - 2:15 p.m.

Are you ready to become an extraordinary leader? In today’s fast-paced world, being an honest and introspective leader is the key to success. By embracing self-reflection, authenticity, and the power of vulnerability, you can inspire your team, build trust, drive positive change, elevate your leadership potential, and make a lasting difference.


2:30 p.m. - 3:30 p.m.

Showing up for our communities is a key step to being an ally. It shows commitment and gives allies a chance to better understand a particular affinity group. This session will take a 360-degree view of how allyship and inclusion impact the communities credit unions serve.

3:45 p.m. - 4 p.m.

Closing Remarks


4 p.m. - 4:45 p.m.

A dynamic call to action on how our hidden brains can get in the way of being an ally and an effective and inclusive leader.



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