Best of NAFCU’s 48th Annual Conference and Solutions Expo (Video and Educational Highlights)

Credit union leaders from around the country gathered to network and discuss the most pressing issues impacting the industry during NAFCU’s 48th Annual Conference and Solutions Expo in Montreal, Canada. The conference was NAFCU’s largest event in nearly a decade.

Here’s a quick video of some highlights from this year’s conference:

During the conference, attendees heard from NAFCU management and leading industry professionals that included keynote conference speakers such as Founder and CEO Jeremy Gutsche, and MasterCard’s General Counsel and Chief Franchise Officer Tim Murphy.

Solutions Expo at the NAFCU 48th Annual ConferenceThis year’s conference included the annual Solutions Expo, spotlighting the latest technologies, applications, and resources available to help improve credit union operations.

Our Preferred Partners exhibited during the conference and shared their thought leadership, innovations, and solutions during educational sessions throughout the conference.

The complete list of sessions and available presentation slides are available on Here’s a quick listing of key topics presented during the conference to help your credit union grow, retain members, manage risks, protect members, and improve overall operations:

Topic Category Presentation Title Preferred Partner
Growth & Retention Building A Strong Payments Strategy Vantiv
Health Savings Accounts, IRAs and Millennials: A New Generation Presents New Opportunities  Ascensus
Using Credit Scores to Grow and Engage Membership VantageScore
Why Your Credit Union Should Offer Wealth Management Services to All Members Money Concepts
Risk & Security A Deep Dive Into EMV Implementation MasterCard
Cybersecurity Risk Mitigation: Protect Your Member Data Knowledge Consulting Group (KCG)
Top Ten Fraud Risks That Impact Your Financial Institution Allied Solutions
Uncovering the Faces of Fraud Q2
Using Moneyball Tactics and Risk Rating Assessment Models Wolters Kluwer Financial Services
Financial & Insurance Trends in the Retirement Plan Industry Pentegra Retirement Services

Thanks again to the 2015 Annual Conference signature sponsor MasterCard, our 5-star preferred partner sponsors Allied Solutions and Vantiv, and all of our partner sponsors, exhibitors, and speakers.

We’re looking forward to seeing you all at NAFCU’s 49th Annual Conference and Solutions Expo in Nashville (Music City) next year! Get more information, sign-up for updates on the latest conference details, and register by visiting

Top Innovative Solutions Recognized at NAFCU 48th Annual Conference and Solutions Expo

The winners of our annual Innovation Awards competition, recognizing outstanding innovations that help credit unions thrive, have been revealed! This year’s Innovation Award winners are preferred partners Insuritas, MasterCard, and Q2.

2015 Innovation Award Winners: Insuritas, MasterCard, Q2

“Our partners set a high standard for innovation geared toward driving credit union success,” said Randy Salser, president of NAFCU Services. “This year’s winners provide innovative solutions that help credit unions stay competitive, while delivering exceptional member service.”

Insuritas for EasySTREET
EasySTREET is the first technology solution of its kind. It extracts data from a credit union’s core, its loan origination system, any credit union CRM or CIF platforms, and supplemental data from TransUnion or Lexis Nexis. It compiles a master auto or home insurance policy application on behalf of the member without ever bothering the member with questions. The technology then automatically solicits bids for auto and home insurance coverages from multiple insurance carriers in under 2 minutes. These prices are then compiled in a personalized email that is sent to the member. The member sees up to four bids from A-rated carriers, ranked by cost. For the first time, the credit union can actually do the insurance shopping for the member without ever bothering the member. For more information about Insuritas’ products and services, visit

MasterCard for Identify Theft Resolution
The Identity Theft Resolution Benefit solution provides credit union members with the ability to monitor the “dark web” and receive tailored alerts about their personal information. Additionally, MasterCard offers free identity remediation services to members who are victims of identity theft. This service will provide more peace of mind to members and will help credit unions reduce cardholder attrition due to security concerns. MasterCard is the only payment network that provides a service like this to all U.S. cardholders. For more information about MasterCard’s products and services, visit

 Q2 Holdings for the Q2platform
The Q2platform gives credit unions the ability to serve their members’ online and mobile banking needs via a single, secure virtual banking solution. While the Q2platform in and of itself is an innovation, perhaps the single most innovative attribute of the platform is its integrated, patent pending security component, RFA (Risk Fraud Analytics). By having a holistic view of end users’ activity, the behavioral profiling algorithms that undergird Q2’s RFA solution are able to build a comprehensive picture of a member’s virtual banking habits. This vital feature makes it far easier to detect anomalous behaviors that typically precede fraud and to stop suspect transactions in real-time—before any funds have been compromised. For more information about Q2’s products and services, visit

Representatives from Insuritas, MasterCard, and Q2 accepted their awards on Tuesday, June 23rd at a private VIP reception at the Musée Grévin in Montréal.  Join us in congratulating this year’s innovation award winners!

For a complete schedule of conference events, visit For up-to-the-minute information on the conference, follow the #NAFCUAnnual hashtag on Twitter.

Financial Calculators Can Multiply Your Credit Union’s Reach

CULookup Financial Calculator via SmartphoneAlthough Financial Literacy Month officially occurs in April, your members are looking for ways to manage their financial futures throughout the year. Obvious statement? Perhaps, but it’s important to note that regardless of the day or month, your members are continuously looking for practical tools and resources to help plan and set goals to maximize their financial well-being.

Offering financial calculators on your credit union’s website is a huge added value for members and is an easy and quick way to extend your credit union’s reach and create a channel to attract new members.

Deliver Personalized Financial Guidance 24/7

Many people use online financial calculators to estimate mortgage amounts they can obtain, evaluate how long their retirement savings will last, or determine the amount of time it will take to pay off their credit card balance. And, the great news is that your members can access this valuable set of tools any time of day and on any device. Members should think of your credit union as a resource for financial guidance. Offering financial calculators on your website is a great step to take in order to enhance your reputation for helping individuals manage their financial health.

Offer Member and Mobile-Friendly Online Resources

Be sure that your credit union website offers financial calculators that are member-friendly, and more importantly, mobile-friendly.

On April 21st, Google re-programmed their search algorithm to reward websites that are fully optimized for mobile platforms with higher rankings. This change will undoubtedly have a profound effect on search listings, thus confirming that responsive web design is now a best practice for websites.

Give Your Website a Valuable Boost in Visitors

By offering mobile-friendly online financial calculators to your members, your credit union will inevitably see an increase in website traffic.  Don’t forget to track these visitors!  You’ll want to answer questions such as, “What is my most popular calculator?”, “How many unique visitors are my calculators attracting?”, and “What is the total number of calculations occurring?”  Tracking this type of visitor data will lead to greater insights and better reporting.

Ultimately, driving more visitor traffic depends on the call to action issued on your website. The call to action is the component of your marketing message that directs your audience toward the obvious next step you would like them to take.  You may direct your audience through a banner or button click or a request to complete an online form.  A call to action could be the differentiating factor between a website visitor and a converted new member.

CULookup Call-to-Action Home LoanIf you overlook the importance of a strong call to action, you will miss an opportunity to showcase the value of your credit union’s products and services. And, a missed opportunity could be a lost opportunity.

View Financial Calculators as Strategic Tools

By viewing your online financial calculators as strategic tools rather than just a standard element that resides on your website, you can enhance the value that these resources generate for both your members and your credit union.

Take advantage of the financial calculators that were developed specifically for credit unions and their members, by visiting Financial CalCUlators powered by  or contact for more information.

CULookup.comFinancial CalCUlators powered by offers 30 financial calculators developed specifically for credit unions and their members.  Calculators are mobile-friendly and support custom call-to-action banners to direct users toward a next step after any calculation. Financial CalCUlators are free to NAFCU members and offered to non-NAFCU member credit unions for a nominal fee.

The latest release of Financial CalCUlators powered by will be unveiled on June 23rd at the NAFCU 48th Annual Conference and Solutions Expo in Montréal.  New features of the release include a responsive design to ensure that all calculators are mobile-friendly and custom call-to-action banners that direct calculator users toward the obvious next step after any given calculation.   Financial CalCUlators offer 30 embeddable financial calculators specifically developed for credit unions and their members. For more information on the new release, visit CULookup’s exhibitor booth in the Preferred Partner Pavilion during the conference.

Competition Opens for Top Solutions Designed for Credit Union Success

Our annual competition, the Preferred Partner InnovaNAFCU Services Innovation Awards Sealtion Awards, recognizing outstanding innovations that help credit unions thrive in an increasingly saturated financial services market has opened for entries. Entries must be submitted by Tuesday, April 14, 2015.

This year’s solutions will be judged by a committee of industry trade journalists, credit union executives, and marketing professionals. Randy Smith of, a leading source for connecting the credit union community to vital news and information, will be one of this year’s distinguished judges.

“Recognizing solutions that strengthen credit unions and satisfaction among their members provides incentive for others to innovate within the credit union space,” said Randy Smith, Co-founder and Publisher of “I’m excited about helping select this year’s winners to spotlight products and services that ensure the continued success of credit unions.”

Solutions will be evaluated using four major criteria: degree of innovation, impact on credit union (e.g., revenue enhancement, cost reduction), overall contribution to credit union success, and the competitive advantage provided for credit unions. This competition evaluates entries from NAFCU Services Preferred Partners. To earn the distinction of Preferred Partner, providers undergo an extensive qualification process. Last year’s innovation award winners were Allied Solutions; Burns-Fazzi, Brock; DDJ Myers; and Insuritas.

Since their inception, the Preferred Partner Innovation Awards have honored many partners who have leveraged the power of their resources to solve challenges in the credit union industry. Join us at NAFCU’s Annual Conference and Solutions Expo held in Montreal, Canada from June 23 – June 26, 2015 for the announcement of the 2015 award winners.

Credit Unions Get Competitive Compensation Insights from Survey

For the 9th consecutive year, NAFCU and Burns-Fazzi,Woman holding "Pay" sign Brock (BFB) will conduct a comprehensive survey of credit union executive compensation and benefits. The NAFCU-BFB Survey of Executive Compensation and Benefits is the industry’s most comprehensive study of executive compensation.

How can your credit union participate?

  • NAFCU members have been sent an email invitation to complete the online survey.
  • Nonmember credit unions can register to receive the survey by signing up at

 Here are the top things you should know about this study:

  • All credit unions are invited to participate.
  • Any participating credit union’s individual responses are completely anonymous.
  • Participating credit unions will receive a complimentary copy of the detailed report about the survey.
  • The deadline for credit unions to complete the survey has been extended to Friday, April 10, 2015. (If you are a NAFCU member and have not received your invitation, please contact Clark Research Associates by email at

Credit union decision-makers use the findings from this annual survey to get a better view into competitive salaries, bonus plan factors, deferred compensation, and health and welfare benefits; all specific and relevant to our industry.

A study like this empowers credit unions to participate and then benefit from the findings.  By using the survey insights, credit unions can more effectively evaluate how their executive compensation program compares with peer institutions,” said NAFCU Services President Randy Salser.”

A credit union’s ability to recruit, reward, and retain leaders depends upon access to trustworthy and relevant data,” said David Frankil, president at Burns-Fazzi, Brock. “This survey helps credit union boards and executives understand current trends in the marketplace and develop a custom compensation philosophy, and we’re thrilled to once again have the opportunity to support it.”

The results of the study will be presented by Burns-Fazzi, Brock at NAFCU’s Annual Conference and Solutions Expo in Montreal, Canada from June 23 – June 26, 2015.