Save up to $170 when you register by June 9

60+ Speakers63 Sessions8 Breakout Summits
All at the #1 Event for Credit Union Leaders


Meet with the country’s most inspiring and innovative thought leaders at the 46th annual CU Leadership Convention. Join us at Caesars Palace from July 25-28 in America’s most exciting city: Las Vegas!

New this year:

  • 63 sessions packed with real world guidance

  • Dozens of new thought leaders… plus, you won’t want to miss our returning all-star speakers

  • 8 NEW breakout summits discussing today’s hottest topics

  • 3 NEW Deep Dive Pre-Conference Workshops

  • Expanded Breakfast of Champions idea sharing session (available ONLY to first 300 paid registrants)

  • NEW exhibit hall featuring 50+ solution providers

  • Opening night entertainment with comedy legend, Paul Rodriguez

  • And much more

KEYNOTE SPEAKER:

Emmitt Smith

Game On: A Championship Vision for Credit Unions

A respected entrepreneur, bestselling author, and one of the most valuable personal brands in the sports-entertainment field — these are just a few of the ways to describe Emmitt Smith. His illustrious football career includes three Super Bowl championships as a member of the Dallas Cowboys and the honor of being the only player to have won a Super Bowl MVP, NFL MVP and NFL Rushing Crown in the same season. Join Emmitt as he talks about adapting to change and overcoming obstacles, achieving goals, leadership and teamwork – while highlighting his journey as a football player, businessman and even “Dancing with the Stars” champion.

An evening of comedy with stand-up legend…

Paul Rodriguez

Enjoy a hilarious opening-night reception with legendary stand-up comic, Paul Rodriguez. For nearly three decades, Comedy Central’s “100 Greatest Standups of All Time” has been making audiences laugh all over the world with his unique brand of humor that is a perfect blend of his Latin heritage, the American dream and his undeniable universal appeal. Only available to registered attendees and guests!

JUST ADDED! The Leadership Journey & Road Ahead for Credit Unions –

Insights from NCUA Chairman Todd Harper

As the first NCUA staff person to become a Board Member and Chairman of the NCUA, Todd Harper has a unique understanding of credit unions. Join us for Chairman Harper’s keynote address, Thursday, July 27, as he talks about his own leadership journey, NCUA’s regulatory priorities, and the outlook for credit unions following the most recent banking crisis, unprecedented interest rate hikes, and an evolving financial landscape. Find out how the credit union movement’s top regulator views the road ahead as he discusses the challenges and opportunities facing directors and C-suite leaders.

Pre-Conference Workshops

PRE-CONFERENCE WORKSHOP #1

Mergers & Acquisitions: Opportunities and Pitfalls Every CU Should Know

Peter Duffy, Managing Director, Piper Sandler;
Glenn Christensen
, President, CEO Advisory Group

PRE-CONFERENCE WORKSHOP #2

Shift Happens: 4 Trends That Are Shaping How CUs Do Business and How to Leverage Data Analytics

Anne Legg, Founder & President, Thrive Strategic Services

PRE-CONFERENCE WORKSHOP #3

Financial Management: Deciphering the Numbers for Better Decision-Making

Tim Harrington, CPA, President, TEAM Resources

Who Should Attend

  • CEOs & Presidents
  • Board Chairs/Directors
  • Supervisory Committee Members
  • Chief/VP of DEI
  • Chief/VP of Marketing
  • Chief/VP of Finance
  • Chief/VP of Lending
  • Chief/VP of Technology
  • Chief/VP of HR
  • Chief/VP of Lending & Business Lending
Our 2023 Speakers

M&A Do’s & Don’ts

Peter Duffy, Managing Director, Piper Sandler

DEI and Creating Leadership Opportunities for All

Renée Sattiewhite, President/CEO, African-American Credit Union Coalition

Growth Through Mergers

Glenn Christensen, President, CEO Advisory Group

Managing for Better Financial Performance

Tim Harrington, President, TEAM Resources

Change Management for Better Performance

Dohnia Dorman, Chief Experience Officer, African-American Credit Union Coalition

Leveraging Big Data as Shift Happens

Anne Legg, Founder & President, Thrive Strategic Services

Capturing the Hearts, Minds and Wallets of Consumers Under 25

John Lanza, author, The Art of Allowance

Honest Conversations About DEI in the C-suite

Tyrone Muse, CEO, Visions FCU

Developing an Innovation Mindset

Val Mindak, CEO & President, Park City Credit Union

Branding Tactics That Can Generate 10x ROI

James Robert Lay, CEO, Digital Growth Institute

Game On: A Championship Vision for Credit Unions

Emmitt Smith, #1 Leading Rusher in NFL History, 3 Time Super Bowl Champion, Bestselling Author

Recruit, Retain, Mentor and Motivate in a Crazy Job Market

Shari Storm, CEO, Category 6 Consulting

Attracting Minority Leaders to the C-Suite

LaSonya Berry, CEO, McPherson, Berry & Associates

Crypto Currency and Its Impact on CUs

Lamont Black, Futurist & Professor, DePaul University

6 Components of Emotional Intelligence and Why It Matters

Roger Wolkoff, Chief Authenticity & Relationship Expert

What’s Working: Developing a Diverse Leadership Team

Delana Huling, President & CEO, Baylor Health Care System CU

Marketing Across Generations

Mark Arnold, Founder & CEO, On the Mark Strategies

Hidden Opportunities for Profitable and Sustainable Growth

Pablo DeFillipi, Executive VP, Inclusiv Network

Best Practices for Transformational Leadership

Milton Hunt, President, Author of 10 Keys to Maximizing Your Potential

The Transformative Power of Human Connection

Scotty Wiese, World-Class Magician, ScottyWiese.com

How to Reverse Declining Member Satisfaction

Mark Galauner, Program Director, American Customer Satisfaction Index/CFI Group USA L.L.C.

Second Chance Hiring: Sourcing Overlooked and Untapped Talent

Ty Reed, MBA, Recovery Career Services

Recruiting for Diversity and Innovation on the Board

Maurice Smith, Retired CEO, Local Government FCU

Managing Risk in Unprecedented Times

Ancin Cooley, CIA, CISA, Founder & Principal of Synergy Credit Union Consulting, Inc

The Last Lecture: Lessons Learned From 40+ Years in the Movement

Patrick Adams, Strategic Advisor, St. Louis Community CU

How Fintech is Transforming PFI to Primary Financial Interactions

Dave DeFazio, Partner, StrategyCorps

Risk Management & New Examiner Focus

Emily Hollis, CEO, ALM First Financial Advisors

Go Underground and Get Sh!t Done

Susan Mitchell, CEO, Mitchell, Stankovic & Associates

Untraditional Revenue Stream Options

Sara Dolan, CFO, MSU FCU

Data Driven Approaches to Understanding Member Behavior

Janice Hollar, CFO, Achieva CU

Profitable Lending Tactics

Brian Bone, President/CEO, American Partners FCU

Embracing Risk for Greater Loan Growth

Jeremy Garza, President/CEO, Gulf Coast FCU

M&A Landscape: Key Considerations for Directors & CEOs

Jeff Cardone, Partner, Luse Gorman, PC

Managing your Internal & External Cybersecurity Teams

Andrew Hay, Lares Consulting

Competing with Banks & Fintechs Using Predictive Analytics

Stef Luck, VP Sales, Trellance

Turning Data into Action

Maggie Chopp, Sr. National Sales Executive, Trellance

Attracting & Engaging Younger Members

Juli Lewis, Chief Relationship Officer, Michael Walters Advertising

ONE ticket = ALL sessions

Pick and choose to attend any session from among 8 Breakout Summits
  • Discover the big 3 skills needed for future executives
  • Apply the same strategies that generate 10-12x returns
  • Find out how to leverage big data simply and easily
  • Get step-by-step guidance to grow organically
  • Learn the key metrics to analyze your loan portfolio
  • Book 20%–40% more auto loans
  • See for yourself which apps are gaining traction among zoomers to boomers
  • Get insights on the newest innovations that can benefit your CU and your members
  • Discover how to use fintech to give your CU a competitive edge
  • Find out where the economy is headed over the next 18 months
  • Get the top 4 financial strategies every CU must now consider
  • Discover the financial tactics of the Top 1% you can use
  • Get the latest tactics to recruit and retain your top talent
  • Find out how to apply proven DEI strategies to create real, sustainable change
  • Build a member-focused culture
  • Discover how one CU is leading the movement with cryptocurrency as they expand their business with indirect members
  • Learn the top 3 emerging risks every executive needs to know
  • Find out how to apply the big changes affecting strategy, structure, governance, and leadership
  • Find out how to implement meaningful and impactful cultural change from the board room to the front line
  • Discover practical steps to create a diverse workforce
  • Learn firsthand how CUs are leveraging DEI to grow their membership and ROA
  • Create an enduring brand with a purpose-driven, values-based culture
  • Take home 3 steps to generate 20% YoY growth
  • Get the big 3 MX strategies that are producing 5.7x more revenue
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Thank you to our Sponsors
                 

Learn, play, and unwind at Caesars Palace

It’s time to indulge and treat yourself while learning and networking at the 46th CU Leadership Convention. Play, dine and unwind like royalty at Caesars Palace Las Vegas: the remarkable, palatial, center-strip resort. From luxurious hotel rooms to world-class entertainment, it’s time to experience a trip that’s one for the books.

Caesars Palace Las Vegas

3655 Las Vegas Blvd S, Las Vegas, NV 89109
866-227-5944

Book your stay here at the Convention Discount Rate

Room booking code is: SCCUC3

Room Rate: $179 per night / $20 per night resort fee plus taxes and fees
Cut-Off Date: June 29, 2023

All convention registrants also get these exclusive benefits as guests at Caesars Palace:

  • Unlimited local phone calls
  • Two (2) guest admissions per day to the Fitness Center
  • In-room internet access to include two (2) devices per room per day

Book your stay here at the Convention Discount Rate https://book.passkey.com/go/SCCUC3


Hotel Deposit & Cancellation Policy:

All reservations must be guaranteed with a deposit for the first night’s guestroom and tax charge. If reservation is guaranteed to a credit card, the first night’s guestroom and tax charge, per guestroom, will be billed immediately to the cardholder’s account. Any reservations made via the telephone call center will be assessed a fee of $15.00 plus current sales tax, per reservation. This fee will not apply to reservations made via the internet.

Property allows individual attendee cancellations without penalty up to seventy-two (72) hours prior to the attendee’s scheduled arrival date. Property will charge the individual attendee one night’s guestroom rate plus tax for cancellations within seventy-two hours (72) hours of the scheduled arrival date or failure of the individual attendee to check-in on the scheduled arrival date (each a “no-show”).

It is Property’s standard policy to require a credit card or cash deposit from individual attendees upon check-in for incidental charges. Hotel check in time is 4:00 pm. Check out time is 11:00 am. Any departures after 11:00 AM are subject to the full day charge. Each guestroom must have at least one registered guest twenty-one (21) years of age or older.

Learn, play, and unwind at Caesars Palace

Guest Experience program includes
  • Enjoy an evening of comedy with stand-up legend, Paul Rodriguez
  • One admittance to a Guest Experience
  • Access to ALL refreshment breaks, plated luncheons & dessert socials.
  • All conference breakfasts (not including Breakfast of Champions).

Choose 1 of 2 Extraordinary Guest Experiences

Date: July 27, 2023
Time: 1:00pm – 3:30pm

If you have ever wanted to paint a mountain retreat, a meadow lake, or a bubbling waterfall as effortlessly as the late, great TV personality and instructor Bob Ross (and who hasn’t?), we have the idyllic experience for you. Perfect for beginners and artists of all levels, Ed Mueller, our Certified Bob Ross, will guide you as you create your happy little masterpiece in just one afternoon that you can proudly display in your living room. All the paint and tools you will need are provided. Plus, we will serve refreshments and wine to keep the creative juices flowing. To paraphrase Bob Ross, “There is an artist hidden at the bottom of every single one of us.”

 

Date: July 27, 2023
Time: 1:00 pm – 3:30 pm

Enjoy a tour of this working rum distillery all the while experiencing a little bit of magic. This excursion is a distillery tour, a rum tasting, and a magic show all rolled into one. Lost Spirits Distillery is unlike any other distillery you’ve ever seen with intricate decor that transports you to a different time and place, fun for drinkers and non-drinkers alike. Day Drinking with Magicians is a light afternoon cocktail magic show that includes rum tastings and cocktails with hilarious and talented magicians. This event includes a private distillery tour, two tastings, a specialty cocktail and transportation.

 

Connect Face-to-Face with C-Suite Leaders & Directors from July 25-28, 2023 in Las Vegas


The 46th Annual CU Leadership Convention is a one-of-a-kind, in-person experience: a unique blend of networking, collaboration and thought leadership between credit union c-suite executives, presidents, board chairs and sponsors.

The program is custom designed to encourage conversation about best practices, relationship building and knowledge sharing across all functional areas on the most pressing issues facing credit unions today.

Join us in Las Vegas from July 25-28, 2023, to engage with over 1,000 forward-thinking CU leaders looking for answers to their most challenging issues.

Premier Sponsorship Programs

Premier Sponsorship provides a complete 360-degree experience throughout all aspects of the event.

Principal Sponsorship

  • The Exclusive Principal Sponsor of one of the CULC Summits (Leadership, Trending, Lending, Human Resources, FInTech, Branding & Marketing and Financial Management)
  • Keynote speaking opportunity kicking off the specified summit on Wed., July 26.
  • Premium branding as the Principal Sponsor of the summit of your choosing
  • Premium branding where sponsors appear throughout the CU Leadership COnvention
  • Full page advertisement in event guide
  • Six (6) staff passes (in addition to your speaker, 7 total)
  • 10’ x 20’ exhibit space (includes standard pipe and drape)
  • Company logo & listing on website
  • Company listing in event guide
  • Pre- and post-show email to CULC registrants
  • Seat drop pre-speaking session (1)
  • Pre and post show registrant lists

Lead Sponsorship

  • Branding: Your firm will be branded at the Lead Sponsor level
  • One speaking opportunity (specific details to be determined with CULC Chairman)
  • Full page advertisement in event guide
  • Four (4) staff passes (in addition to your speaker, 5 total)
  • 10’ x 20’ exhibit space (includes standard pipe and drape)
  • Company logo & listing on website
  • Company listing in event guide
  • Pre and post show registrant lists

Sponsorship

  • Branding: Your firm will be branded at the Sponsorship level
  • One speaking opportunity (specific details to be determined with CULC Chairman)
  • Half-page advertisement in event guide
  • Three (3) staff passes (in addition to your speaker, 4 total)
  • 10’x10’ exhibit space (includes standard pipe and drape)
  • Company logo & listing on website
  • Company listing in event guide
  • Pre and post show registrant lists

Additional Sponsorship Opportunities

Taking place on the night before the conference kicks off, this premier program provides sponsor with a private hosted dinner for a curated audience of CEOs.

  • Branding: Your firm will be promoted as a sponsor of the Forum, where sponsors are listed.
  • Attendee Passes: Your firm receives three (3) passes to attend the CEO Dinner and CU Leadership Convention
  • Pre and post show registrant lists (name, title, company)

Curated session: Your firm will have the opportunity to create an interactive session and work with CULC to curate an audience from the CULC attendees.

  • 10’x10’ exhibit space (includes standard pipe and drape)
  • Company logo & listing on website
  • Company listing in event guide
  • Two (2) staff passes (allows access to conference sessions and public networking events)
  • Pre and post show registrant lists (name, title, company)

Every attendee will create a walking billboard for your firm throughout the event. Sponsor’s logo will appear on the event lanyards provided to all attendees upon registration.

  • Branding:
    • Your firm will be branded at the Sponsor level
    • Your firm will be branded as sponsor on break signage
  • 10’x10’ exhibit space (includes standard pipe and drape)
  • Company logo & listing on website
  • Company listing in event guide
  • Two (2) staff passes (allows access to conference sessions and public networking events)
  • Pre and post show registrant lists (name, title, company)

The 4×7 Tech Demo will feature a session with 7 firms receiving 7 minutes on stage to present and demonstrate their technology offering.

  • Branding as a sponsor and participant in the 4×7 Tech Demo
  • One presentation slot in one Tech Demo (exact one TBD)
  • 10’x10’ exhibit space (includes standard pipe and drape)
  • Company logo & listing on website
  • Company listing in event guide
  • Two (2) staff passes (allows access to conference sessions and public networking events)
  • Pre and post show registrant lists (name, title, company)

As the exclusive sponsor of CULC’s registration area, your brand will be in the one place every single attendee must visit.

  • Branding:
    • Your firm will be branded at the Sponsor level
    • Your firm will be branded as sponsor on break signage
  • 10’x10’ exhibit space (includes standard pipe and drape)
  • Company logo & listing on website
  • Company listing in event guide
  • Two (2) staff passes (allows access to conference sessions and public networking events)
  • Pre and post show registrant lists (name, title, company)

Sponsor receives premium sponsorship branding on every tote bag, distributed to all attendees.

  • Branding:
    • Your firm will be branded at the Sponsor level
    • Your firm will be branded as sponsor on break signage
  • 10’x10’ exhibit space (includes standard pipe and drape)
  • Company logo & listing on website
  • Company listing in event guide
  • Two (2) staff passes (allows access to conference sessions and public networking events)
  • Pre and post show registrant lists (name, title, company)

Sponsor may suggest a branded password for WiFi access during the event. This will be advertised on signage and tent cards throughout the venue.

  • Branding:
    • Your firm will be branded at the Sponsor level
    • Your firm will be branded as sponsor on break signage
  • 10’x10’ exhibit space (includes standard pipe and drape)
  • Company logo & listing on website
  • Company listing in event guide
  • Two (2) staff passes (allows access to conference sessions and public networking events)
  • Pre and post show registrant lists (name, title, company)

Sponsor receives premium sponsorship branding surrounding the networking breaks

  • Branding:
    • Your firm will be branded at the Sponsor level
    • Your firm will be branded as sponsor on break signage
  • 10’x10’ exhibit space (includes standard pipe and drape)
  • Company logo & listing on website
  • Company listing in event guide
  • Two (2) staff passes (allows access to conference sessions and public networking events)
  • Pre and post show registrant lists (name, title, company)

Be the first to greet attendees in the morning as the host of the conference breakfasts.

  • Branding:
    • Your firm will be branded at the Sponsor level
    • Your firm will be branded on breakfast signage as the sponsor
  • 10’x10’ exhibit space (includes standard pipe & drape)
  • Company logo & listing on website
  • Company listing in event guide
  • Two (2) staff badges (allows access to conference sessions and public networking events)
  • Pre and post show registrant lists (name, title, company)

Align your firm with the premier think tank session – The Breakfast of Champions!

  • Branding:
    • Your firm will be branded at the Sponsor level
    • Your firm will be branded as sponsor on break signage
  • 10’x10’ exhibit space (includes standard pipe and drape)
  • Company logo & listing on website
  • Company listing in event guide
  • Two (2) staff passes (allows access to conference sessions and public networking events)
  • Pre and post show registrant lists (name, title, company)
  • Thought Leadership Sponsor may help in the sessions at the discretion of the CULC Chairperson
  • Sponsor may provide branded pens/pads for the session

Sponsor receives exclusive sponsorship branding on aisle signs throughout the exhibit hall

  • Branding:
    • Your firm will be branded at the Sponsor level
    • Your firm will be branded as sponsor on break signage
  • 10’x10’ exhibit space (includes standard pipe and drape)
  • Company logo & listing on website
  • Company listing in event guide
  • Two (2) staff passes (allows access to conference sessions and public networking events)
  • Pre and post show registrant lists (name, title, company)

Be one of 15 exhibitors participating in the contest for attendees.

Each passport sponsor will be featured on a bingo style card. Attendees must visit and engage with passport sponsors at their booth visit sponsors and have the sponsor stamp their card with their unique stamp.

Upon completion, attendees turn their cards in for a chance to win prizes.

  • Branding: Your firm will be branded at the Sponsor level
  • 10’x10’ exhibit space (includes standard pipe & drape)
  • Company logo & listing on website
  • Company listing in event guide
  • Two (2) staff passes (allows access to conference sessions and public networking events)
  • Pre and post show registrant lists (name, title, company)

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2023 CU Leadership Convention Sponsors

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100% Money-Back Guarantee

We’re so confident that the CU Leadership Convention will meet your credit union needs that we are offering our 100% Money-Back Guarantee. If you don’t return to your credit union with the strategies needed to contribute to the growth of your organization, write us and we will promptly return your entire registration fee—no questions asked.

Cancellations and Substitutions:

Our cancellation and substitution policy are as follows: If you’re unable to attend, you’re welcome to send a substitute. Or, if you cancel in writing by Thursday, May 5, 2023, you may get a full refund. After that date, there is no refund, but you may use your registration fee at next year’s CU Leadership Convention. Registrants who do not cancel and do not attend are liable for the full conference fee. Cancellations via phone will not be accepted.

Questions?

Call 866-620-5937. Our customer service team is available M-F, 9 am–5 pm EST.

Day 1 Day 2 Day 3 Day 4
View agenda page

Agenda

Deep Dive Pre-Conference Workshops - Tuesday 25th

Conference Opens
10:00 - 17:00

Convention Registration Opens

Deep-Dive Pre-Conference Workshops
13:00 - 16:00

Deep Dive Pre-Conference Workshop 1 – Mergers & Acquisitions: Opportunities and Pitfalls Every CU Should Know

Peter Duffy
A speaker photo for Peter  Duffy

Peter Duffy

Managing Director, Piper Sandler Companies

Read bio
13:00 - 16:00

Deep Dive Pre-Conference Workshop 2 – Shift Happens: 4 Trends That are Shaping How CUs Do Business and How to Leverage Data Analytics

Anne Legg
A speaker photo for Anne  Legg

Anne Legg

Read bio
13:00 - 16:00

Deep Dive Pre-Conference Workshop 3 – Financial Management: Deciphering the Numbers for Better Decision Making

Tim Harrington
A speaker photo for Tim Harrington

Tim Harrington

CPA, President, TEAM Resources

Read bio

Agenda

Conference - Wednesday 26th

Open
07:00 - 16:00

Registration

07:00 - 08:45

Exhibit Hall Opens and Continental Breakfast

General Sessions
09:00 - 10:00

Opening Keynote with Emmitt Smith

Emmitt Smith
A speaker photo for Emmitt  Smith

Emmitt Smith

#1 Leading Rusher in NFL History, 3 Time Super Bowl Champion, Bestselling Author

Read bio
10:00 - 10:30

General Session – Leadership Roundtable

10:30 - 11:00

Networking Break in Exhibit Hall

11:10 - 12:00

General Session

Lunch Break
12:00 - 12:30

Networking Luncheon

12:30 - 13:15

Networking and Dessert in Exhibit Hall

Breakout Summit Sessions Begin
13:15 - 13:40

Breakout Summits Begin

Choose from the 8 Breakout Summits: Leadership, African-American Leadership, Lending, Marketing, FinTech, Financial, Human Resources, Cybersecurity

13:50 - 14:20

Breakout Summits Sessions

Choose from the 8 Breakout Summits: Leadership, African-American Leadership, Lending, Marketing, FinTech, Financial, Human Resources, Cybersecurity

14:30 - 14:55

Breakout Summits Sessions

Choose from the 8 Breakout Summits: Leadership, African-American Leadership, Lending, Marketing, FinTech, Financial, Human Resources, Cybersecurity

Post-Conference
15:00 - 16:00

Happy Hour in the Exhibit Hall

19:30 - 20:30

Enjoy an evening of comedy with stand-up legend, Paul Rodriguez

Enjoy a hilarious opening-night reception with legendary stand-up comic, Paul Rodriguez. For nearly three decades, Paul Rodriguez has been making audiences laugh all over the world with his unique brand of humor that is a perfect blend of his Latin heritage, the American dream and his undeniable universal appeal.

Named by Comedy Central as one of the “100 Greatest Standups of All Time,” Paul Rodriguez starred in “The Original Latin Kings of Comedy” and appeared on America’s favorite late night TV shows including “The Wanda Sykes Show,” “The Tonight Show with Jay Leno,” “Last Call with Carson Daly,” and “Politically Incorrect” in addition to playing voice overs on “King of the Hill” and “Dora the Explorer”.

Register today as an attendee or guest, and don’t miss your chance to see the comedy legend!

Agenda

Conference - Thursday 27th

Open
07:30 - 08:45

Networking Continental Breakfast in Exhibit Hall

07:30 - 08:45

Breakfast of Champions

(Must have ticket to enter. Open to first 300 registrants.)

General Sessions
09:00 - 09:45

Opening Keynote

09:45 - 10:00

General Session and Leadership Award

Breakout Summits Sessions Resume
10:15 - 11:00

Breakout Summits Sessions

Choose from the 8 Breakout Summits: Leadership, African-American Leadership, Lending, Marketing, FinTech, Financial, Human Resources, Cybersecurity

11:00 - 11:45

Networking Break in Exhibit Hall

11:45 - 12:30

Roundtable Discussions and Breakout Summit Sessions

Lunch Break
12:30 - 13:00

Networking Luncheon

13:00 - 13:45

Networking and Dessert in Exhibit Hall

Guest Experiences
13:00 - 15:30

The Bob Ross Joy of Painting 'n Sipping Experience

If you have ever wanted to paint a mountain retreat, a meadow lake, or a bubbling waterfall as effortlessly as the late, great TV personality and instructor Bob Ross (and who hasn’t?), we have the idyllic experience for you. Perfect for beginners and artists of all levels, Ed Mueller, our Certified Bob Ross, will guide you as you create your happy little masterpiece in just one afternoon that you can proudly display in your living room. All the paint and tools you will need are provided. Plus, we will serve refreshments and wine to keep the creative juices flowing. To paraphrase Bob Ross, “There is an artist hidden at the bottom of every single one of us.”

13:00 - 15:30

Day Drinking with Magicians at the Lost Spirits Distillery

Enjoy a tour of this working rum distillery all the while experiencing a little bit of magic. This excursion is a distillery tour, a rum tasting, and a magic show all rolled into one. Lost Spirits Distillery is unlike any other distillery you’ve ever seen with intricate decor that transports you to a different time and place, fun for drinkers and non-drinkers alike. Day Drinking with Magicians is a light afternoon cocktail magic show that includes rum tastings and cocktails with hilarious and talented magicians. This event includes a private distillery tour, two tastings, a specialty cocktail and transportation.

Breakout Summits Sessions Resume
13:45 - 14:15

Breakout Summits Sessions

Choose from the 8 Breakout Summits: Leadership, African-American Leadership, Lending, Marketing, FinTech, Financial, Human Resources, Cybersecurity

14:30 - 15:00

Breakout Summits Sessions

Choose from the 8 Breakout Summits: Leadership, African-American Leadership, Lending, Marketing, FinTech, Financial, Human Resources, Cybersecurity

Agenda

Conference - Friday 28th

Open
07:30 - 09:00

Buffet Breakfast

General Sessions
09:00 - 10:00

General Session

10:00 - 11:00

Closing General Session

11:00 - 11:00

Conference Adjourns

Emmitt Smith

#1 Leading Rusher in NFL History, 3 Time Super Bowl Champion, Bestselling Author

Emmitt Smith is a professional football icon and one of the greatest to ever play the game. In his 15 seasons in the National Football League, Smith amassed many records that still stand today, including the most career rushing yards and the most car… Read full bio

Patrick Adams

Strategic Advisor, St. Louis Community CU

Patrick is beginning his 43nd year with the credit union movement and has worked for St. Louis Community Credit Union for the past 32 years. Patrick was appointed CEO/President of St. Louis Community Credit Union in January, 2008. The credit union ha… Read full bio

Ty Reed

Recovery Career Services

Ty Reed is a speaker on the topic of recovery and employment. Ty’s personal experience of being an award-winning salesperson for a Fortune 50 company, losing it all to addiction, and his successful climb back to regain his life make him uniquely qual… Read full bio

Maurice Smith

Retired President & CEO, Local Government Federal CU & Civic Federal CU

Maurice Smith is the retired CEO of Local Government Federal Credit Union and Civic FCU. Both are financial cooperatives serving the financial needs of employees, appointed officials, elected officeholders and volunteers of local governments in North… Read full bio

Ancin Cooley, CIA, CISA

Founder & Principal of Synergy Credit Union Consulting, Inc

Mr. Ancin Cooley, CIA, CISA, is the Founder and Principal of Synergy Credit Union Consulting, Inc. Synergy provides a suite of risk management services to financial institutions, which include loan reviews, information technology audits, internal aud… Read full bio

Milton Hunt

President, author of 10 Keys to Maximizing Your Potential

For more than 30 years, Milton Hunt has lived all that he teaches and speaks in his Employee Training, Motivational Speaking, and Employee Coaching services and programs. Hunt is a Native American, a member of the Lumbee tribe. Having embraced his he… Read full bio

Scotty Wiese

World-Class Magician

“Scotty Wiese is a world class magician and speaker. Wiese has performed with internationally recognized musicians such as Justin Bieber and Luke Bryan, and at hundreds of Fortune 500 and corporate events every year. Learning lessons and techniques a… Read full bio

Mark Galauner

Program Director, American Customer Satisfaction Index/CFI Group USA L.L.C.

Mark Galauner is a data storyteller with over 20 years’ experience in applying statistically-sound measurement, analysis, and reporting practices to drive improvement and innovation for credit unions as well as companies as diverse as Ernst and Young… Read full bio

Delana Huling

President & CEO, Baylor Health Care System CU

Baylor Health Care System Credit Union was founded on July 11, 1957 by 11 health care professionals who deposited a total of $572.75 in an effort to help each other with loans and savings opportunities. Today the Credit Union has over 5,400 members a… Read full bio

Mark Arnold

Founder & CEO, On the Mark Strategies

Mark Arnold is an acclaimed speaker and expert in branding, training and strategic marketing for credit unions. Mark helps credit unions and banks achieve their goals with insight and energized training. Speaking regularly to audiences around the cou… Read full bio

Pablo DeFillipi

Executive VP, Inclusiv Network

Pablo DeFilippi leads Inclusiv’s membership development and engagement strategies and manages Inclusiv/Network, a network of community development finance practitioners that provide valuable consulting services to CDCUs. Mr. DeFilippi has more than 2… Read full bio

LaSonya Berry

Founder & CEO, McPherson, Berry & Associates

LaSonya Berry is an HR thought leader, author, and speaker. She is also the founder of McPherson|Berry - an industry award winning firm that provides HR consulting services, leadership development, champion diversity, equity & inclusion, and capa… Read full bio

Lamont Black

Futurist & Professor, DePaul University

I am a college professor with a passion for studying and explaining new trends in the financial system. You can think of me as a financial futurist whose interests focus on cryptocurrency, blockchain, and data analytics. My teaching on cryptocurrency… Read full bio

Roger Wolkoff

Chief Authenticity & Relationship Expert

Roger is a motivational speaker who helps you create teams and companies people don’t want to leave. You hire him for his expertise in emotional intelligence. He doesn’t give up on people — he believes they will find a way to move forward and improve… Read full bio

James Robert Lay

Founder & CEO, Digital Growth Institute

James Robert Lay is the CEO of Digital Growth Institute. He is on a mission to simplify digital marketing to help financial institutions grow from good to great by building marketing systems that guide people toward a brighter financial future. James… Read full bio

John Janclaes

President, NYMBUS

Janclaes has spent more than 30 years in the credit union industry, starting in 1989 as an executive vice president and chief business development officer at Logix Federal Credit Union. In 2004 he took the helm as president and CEO of Partners FCU, t… Read full bio

Shari Storm

CEO, Category 6 Consulting

Shari spent 16 years as an executive at a Seattle credit union, where she oversaw marketing and IT. Her proudest accomplishments at Verity Credit Union included being named an Innovator of the Decade by Net.Banker, heading up the successful Verity Mo… Read full bio

John Lanza

author, The Art of Allowance

John Lanza is the author of "The Art of Allowance: A Short, Practical Guide to Raising Money-Smart, Money-Empowered Kids," host of The Art of Allowance Podcast, and creator of The Art of Allowance Project featuring The Money Mammals and a new program… Read full bio

Tyrone Muse

CEO, Visions FCU

Tyrone E. Muse serves on the Board of Directors of CUNA Mutual Group, a leading provider of insurance and financial services to credit unions, their members and valued customers worldwide. He joined the board in November 2019. As President and CEO of… Read full bio

Val Mindak

CEO/President, Park City Credit Union

Since 2009, Val Mindak has served as Park City’s CEO and President, passionately leading the credit union’s mission of “helping members fulfill their dreams while serving their communities.” Her commitment to bringing innovative retail strategies to… Read full bio

Tim Harrington

CPA, President, TEAM Resources

Tim Harrington started working with banks and credit unions in 1988. Tim and TEAM Resources have a long history of helping financial institutions move forward with greater confidence, profitability and integrity, to serve their market or field of mem… Read full bio

Dohnia Dorman

Chief Experience Officer, African-American Credit Union Coalition

Dorman is an experienced credit union professional with more than 10 years in the industry, having served as Vice President of Marketing for Rio Grande Credit Union ($518 million in assets) and most recently several positions at Suncoast Credit Union… Read full bio

Anne Legg

Anne Legg is the founder of THRIVE Strategic Services. She is an award-winning, internationally recognized credit union industry leader who is leading change via the development of data transformation strategies for Credit Unions. She is an author, e… Read full bio

Emily Hollis

CEO, ALM First

Emily Hollis has served as a principal of ALM First since the company was established in 1995. Under her leadership, the company has steadily grown to a client base of more than 300 financial institutions representing more than $570 billion in assets… Read full bio

Susan Mitchell

CEO, Mitchell, Stankovic & Associates, Founding Chair of the Global Women’s Leadership Network, & National CU Foundation’s Herb Wegner Outstanding Individual Lifetime Achievement Award Winner

SUSAN MITCHELL is a passionate believer in making a difference! As the CEO of Mitchell, Stankovic & Associates, a consulting firm that has provided over 5,000 credit unions innovative consulting services, including strategic planning, board gover… Read full bio

Sara Dolan

CFO, MSU FCU

Bio coming soon.

Janice Hollar

CFO, Achieva CU

Bio coming soon.

Brian Bone

President/CEO, American Partners FCU

Bio coming soon.

Jeremy Garza

President/CEO, Gulf Coast FCU

Jeremy Garza has been the CEO at Gulf Coast Federal Credit Union for nine years; he’s worked at the credit union for a total of 19 years. The credit union made history as the first credit union to convert from a community charter to a multiple common… Read full bio

Juli Lewis

Chief Relationship Officer, Michael Walters Advertising

bio coming soon

Jeff Cardone

Partner Luse Gorman, PC

Jeff Cardone specializes in representing credit unions and other community-based financial institutions with respect to various transactional matters, including credit union mergers, credit union acquisitions of banks, purchase and assumption transac… Read full bio

Andrew Hay

Cybersecurity Strategist, LARES

Andrew Hay is a veteran cybersecurity executive, strategist, industry analyst, data scientist, threat and vulnerability researcher, and international public speaker with close to 25 years of experience across multiple domains. He prides himself on hi… Read full bio

Stef Luck

VP Sales, Trellance

Bio coming soon

Maggie Chopp

Sr. National Sales Executive, Trellance

Bio coming soon

You’re invited to the #1 event for growth-minded CU Leaders

The CU Leadership Convention held every summer in Las Vegas is regarded as one of the top conferences for credit union executives and directors with more than 1,200 attendees and 50+ solution providers.


Previously known as the Directors’ Conference, the Directors & CEO Conference and now the CU Leadership Convention, we have always strived to deliver the very best information to help your credit union grow. For 45 years, the conference has delivered the best content, packed with practical guidance and innovative solutions from the country’s leading SMEs, CEOs, executives, directors and consultants willing to share what’s working – and what’s not.

This year is no exception! Join us in Vegas to share ideas, network and learn from the country’s leading credit union experts. This year’s convention features:

  • 63 sessions with real-world guidance from CEOs, directors and SMEs.
  • 8 NEW Breakout Summits on today’s hottest topics, including lending, HR, leadership, fintech and more. Pick and choose your favorite topics!
  • 3 NEW Deep Dive Pre-Conference Workshops on big data, financial management and M&As.
  • Expanded Breakfast of Champions idea exchange (limited to the first 300 paid attendees).
  • NEW exhibit hall featuring 50+ solution providers.
  • Opening night entertainment with comedy legend, Paul Rodriguez
  • And much more!

Since we are not an association or a CUSO, we deliver unvarnished perspectives from the industry’s leading thought leaders, so you have the information you need to better serve your communities, your members and your employees. This commitment to top-quality content and thought-provoking speakers – all while in America’s most exciting city – makes the CU Leadership Convention a must-attend event for any credit union leader.

We look forward to seeing you in Vegas!

Dennis J. Sullivan, Chairman

Enjoy an evening of comedy with stand-up legend, Paul Rodriguez

Wednesday, July 26, 2023  •  7:30-8:30pm 

Register today as an attendee or guest, and don’t miss your chance to see the comedy legend!

Enjoy a hilarious opening-night reception with legendary stand-up comic, Paul Rodriguez. For nearly three decades, Paul Rodriguez has been making audiences laugh all over the world with his unique brand of humor that is a perfect blend of his Latin heritage, the American dream and his undeniable universal appeal.

Named by Comedy Central as one of the “100 Greatest Standups of All Time,” Paul Rodriguez starred in “The Original Latin Kings of Comedy” and appeared on America’s favorite late night TV shows including “The Wanda Sykes Show,” “The Tonight Show with Jay Leno,” “Last Call with Carson Daly,” and “Politically Incorrect” in addition to playing voice overs on “King of the Hill” and “Dora the Explorer”.