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# Event Announcement: 2027 Director's Strategy and Credit Union Performance Conference
- URL: https://www.glattconsulting.com/event-announcement-2027-directors-strategy-and-credit-union-performance-conference/
- Published: 2026-09-02T16:51:16.000Z
- Updated: 2026-09-02T16:51:16.000Z
- Description: Tom Glatt leads a four-hour governance curriculum at the 2027 Director's Strategy and Credit Union Performance Conference this April in San Antonio.
- Author: Tom Glatt
- Tags: Speaking Event, Credit Union Events, Board Governance, Adaptive Velocity, CU HealthScore, Insight Communities, Glatt Consulting

This April, credit union professionals from across the country will gather at the Director's Strategy and Credit Union Performance Conference in San Antonio, Texas. This event is designed for credit union directors, board chairs, and executive managers seeking objective frameworks to measure institutional health, ensure leadership continuity, and accelerate strategic execution.

Glatt Consulting founder [Tom Glatt](https://www.glattconsulting.com/tom-glatt/) will deliver a comprehensive, four-hour strategic curriculum across three dedicated sessions, focusing heavily on the structural mechanics of high-performing boards.

## Tom's Sessions

### **Session: Diagnosing the Industry: Macro Trends and Objective Benchmarking** 

Effective board oversight requires an objective understanding of where the institution stands relative to the broader market. This session utilizes the CU HealthScore methodology as a diagnostic lens to evaluate structural industry performance. We will analyze aggregate data to identify current economic headwinds, peer group performance ceilings, and the true state of the credit union industry. Attendees will learn how to apply external benchmarking to validate management narratives, assess strategic vulnerability, and ensure the credit union maintains a competitive trajectory.

### **Session: Architecting Board Succession: The Insight Group Methodology** 

Legacy succession planning is a structural vulnerability for credit unions. Passive recruitment frequently misaligns the board's risk profile with the institution’s long-term strategic requirements. This session details the "Insight Group" methodology, serving as a formal, objective pipeline to identify and onboard future directors. We will explore how to transition away from reactive appointment processes toward a structured architecture that ensures continuous leadership alignment and generational representation.

### **Two-Part Workshop: Governing Adaptive Velocity: Aligning Strategy with Speed** 

High executive speed stalls against slow governance. This two-part workshop provides a complete blueprint for identifying and eliminating operational latency. Part one introduces the Adaptive Velocity framework, where attendees will locate structural friction points and examine where daily operational gravity creates gridlock between the board and the C-suite. Following lunch, part two shifts to execution. We will introduce specific operational disciplines to accelerate each phase of Adaptive Velocity, including the use of Artificial Intelligence to upgrade the *Sensing* phase, the Business Model Canvas to streamline the *Deciding* phase, and Objectives and Key Results (OKRs) to drive the *Acting* phase.

## **Driving Structural Governance** 

To remain competitive, credit union boards must shift from passive oversight to dynamic governance. This conference offers a dedicated environment to network and share structural solutions with industry peers. For directors ready to elevate their board's operational oversight and strategic alignment, this event delivers a high educational return on investment.

- **Event:** Director's Strategy and Credit Union Performance Conference
- **Dates:** April 19–22, 2027
- **Location:** Omni La Mansion del Rio Hotel, San Antonio, Texas
- **More Information & Registration:** [https://www.cuconferences.com/directors-strategy](https://www.cuconferences.com/directors-strategy?ref=glattconsulting.com)

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