CU Leadership Convention
SAVE UP TO $170
REGISTER TODAY (866) 620-5937
Join us at the #1
event for CU Leaders
Save up to $170 when you register by June 9
60+ Speakers… 63 Sessions… 8 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:
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63 sessions packed with real world guidance
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Dozens of new thought leaders… plus, you won’t want to miss our returning all-star speakers
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8 NEW breakout summits discussing today’s hottest topics
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3 NEW Deep Dive Pre-Conference Workshops
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Expanded Breakfast of Champions idea sharing session (available ONLY to first 300 paid registrants)
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NEW exhibit hall featuring 50+ solution providers
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Opening night entertainment with comedy legend, Paul Rodriguez
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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
New Shifts in the Foundation of “Banking”
Dave Koch, Director, Advisory Services, Abrigo
CUs & Fintechs – A Brand New World of Opportunity
John Janclaes, President, NYMBUS CUSO
Untapped Lending Opportunities that are Good for Your Community and Your CU
Vicky Garcia, CEO, Latino Community CU
Leveraging Embedded Finance for a Superior Member Experience
Corrin Maier, VP, Lending Consumer Experience, CUNA Mutual
SmartSourcing – Strategies That Drive Profit and Enhance Member Loyalty
Mark Sweeney, Vice President, IFT
Meeting Mastery: Secrets of High Performing Boards
Keith & Rebecca Klein Scott, Owners, TALLsmall Productions, LLC
Solving America’s Biggest “Hidden” Problem
Mike Scheid, Executive Director, Community Impact Fund
Solutions to Creating Financial Well-Being for All
Daniel Bednar, Chief Strategy Officer, CBC FCU
The Future of Work: How to Compete for the Best & Brightest at Your CU
Jill Nowacki, President/CEO, Humanidei
How to Dominate Member Satisfaction – Solutions from the Front Lines
Heather Pizzala, VP of Marketing, Genisys Credit Union
Underground Collision – The Power of Generative AI: The Good, The Bad and The Ugly
Amber Harsin, CEO, CU Prodigy
The Future of AI and Credit Union
George Estrada, Principal Strategic Advisor, Amazon Web Services
Digital Banking: A Tactic to Support (not replace) Branches
Ed Chuang, EVP & CIO, Logix FCU
Leading Change from the Front Counter to the C-Suite
Liz Ponder, Executive Vice President/Chief Retail Officer, SRR FCU
Auto Lending: Serving the Underserved Profitably and Equitably
Matt Roe, Chief Revenue Officer, Open Lending
Hidden Opportunities for Profitable and Sustainable Growth
Richard Romero, President & CEO, Seattle CU
Attracting & Engaging Younger Members Against a Growing Pool of Competitors
Jim Lake, Managing Partner, 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
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)
2023 CU Leadership Convention Sponsors
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.
Agenda
Deep Dive Pre-Conference Workshops - Tuesday 25th
Convention Registration Opens
Deep Dive Pre-Conference Workshop 1 – Mergers & Acquisitions: Opportunities and Pitfalls Every CU Should Know
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
Read bioDeep Dive Pre-Conference Workshop 3 – Financial Management: Deciphering the Numbers for Better Decision Making
Agenda
Conference - Wednesday 26th
Registration
Exhibit Hall Opens and Continental Breakfast
Opening Keynote with Emmitt Smith
Emmitt Smith
#1 Leading Rusher in NFL History, 3 Time Super Bowl Champion, Bestselling Author
Read bioGeneral Session – CEO Roundtable panel
Turning Vision into Reality: How 3 Credit Union CEOs are Forging Ahead in a New Era
Networking Break in Exhibit Hall
6 x 6: 6 Speakers Share Their ONE Best Idea That Will Have the BIGGEST Impact on CUs Today
Networking Luncheon
Networking and Dessert in Exhibit Hall
Branding & Marketing Summit — Branding Tactics that Can Generate 10x ROI
FinTech Summit — CUs & Fintechs: A Brand New World of Opportunity
Lending Summit — 3 Innovative & Profitable Lending Tactics to Better Serve Your Members & Your CU
HR Summit — The Future of Work: How to Compete for the Best & Brightest at Your CU
Trending Summit — Next Best Action: Data and AI Establish Roots for Lifelong Membership
Financial Summit — Panel discussion: Innovative Solutions to Today's Toughest Financial Challenges
Transitional Break
Leadership Summit — New Shifts in the Foundation of “Banking” and How They Impact Your CU
Sponsored by:
Branding & Marketing Summit — Capturing the Hearts, Minds and Wallets of Consumers Under 25
Fintech Summit — Crypto Currency and its Impact on CUs
Lending Summit — Managing Risk in Unprecedented Times
HR Summit — 6 Components of Emotional Intelligence and Why it Matters
Trending Summit — Reversing the Tide: From Caretaking to Rebuilding Credit Unions
Financial Summit — M&A Panel Discussion: How to Determine What's Best for You, Your CU and Your Members
Transitional Break
Leadership Summit — Best Practices for Transformational Leadership
Branding & Marketing Summit — Top 3 Growth Marketing Strategies Every CU Should Leverage
FinTech Summit — Managing Your Internal and External Cyber Security Teams Effectively
Lending Summit — Hidden Opportunities for Profitable and Sustainable Growth
HR Summit — Solving America's Biggest "Hidden" Problem
Trending Summit — Meeting Mastery: Secrets of High Performing Boards
Financial Summit — Data Driven Approaches to Understanding Member Behavior
Happy Hour in the Exhibit Hall
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
Networking Continental Breakfast in Exhibit Hall
Exhibit Hall Open
Breakfast of Champions
(Must have ticket to enter. Open to first 300 registrants.)
Opening Keynote — The Leadership Journey & Road Ahead for Credit Unions - Insights from NCUA Chairman Todd Harper
2023 Neoteric Leadership Award Ceremony
AACUC’s Renée Sattiewhite named winner of the credit union movement’s inaugural Neoteric Changemaker Award.
2-Minute Spotlight: 5 Speaker Have Just 2 Minutes to Share One BIG Idea in this Theatrical Presentation
Transitional Break
Leadership Summit — The Transformative Power of Human Connection
Branding & Marketing Summit — Attracting & Engaging Younger Members Against a Growing Pool of Competitors
DEI Summit — Building Bridges: Practical strategies to solve the diversity problem at CUs of all sizes
Lending Summit — Auto Financing: Serving the Underserved Profitably and Equitably
HR Summit — Today’s Most Effective Recruiting & Hiring Practices from the World’s Top CEOs
Brandi Stankovic, Ed.D.
COO/Chief Strategy Officer, CU Solutions Group & Host of the Podcast, The Strategic Hotbox
Read bioTrending Summit — Fintech Transformers: Rise of Primacy - How Fintech is transforming Primary Financial Institution to Primary Financial Interactions
Networking Break in Exhibit Hall
Leadership Summit — Go Underground and Get Sh!t Done
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
Read bioBranding & Marketing Summit — Tech Demo: New Tech Solving Big Challenges for CUs
Digital Onboarding, Interface.ai, Abrigo, Open Lending
DEI — Let’s get real: What it Takes to Make a Commitment as a Change Leader
Lending Summit — Embracing Risk at all Levels to Achieve Greater Loan Growth
HR Summit — “SmartSourcing:” Strategies That Drive Revenue, Enhance Member Loyalty and Reduce Overhead
Financial Summit — ALM: A Directors' Perspecitve on Risk Management & Examiner Focus in a Post SVB Environment
Networking Luncheon
Networking and Dessert in Exhibit Hall
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.”
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.
Leadership Summit — Are you living in Ground Hog Day or The Matrix?
Branding & Marketing Summit — How to Reverse Declining Member Satisfaction
DEI Summit — Leading change: How Inspiring Leaders Empower Those Around Them to Achieve More
Lending Summit — Leveraging Embedded Finance for a Superior Member Experience
Sponsored by:
HR Summit — Recruit, Retain, Mentor, Motivate in this Crazy Job Market – By Shari Storm
Trending Summit — Leveraging Data to 10x your MX
Anne Legg
Read bioFinancial Summit — Updating your Revenue Toolkit: Perspectives from a CFO
Transitional Break
Leadership Summit — Best Practices for Transformational Leadership
Branding & Marketing Summit — How to Dominate Member Satisfaction - Solutions from the Front Lines
DEI Summit — It Begins at the Top: Creating a Culture of Diversity, Equality and Inclusion in the Boardroom
HR Summit — Second Chance Hiring: Sourcing Overlooked and Untapped Talent
Agenda
Conference - Friday 28th
Buffet Breakfast
Underground Collision - The Power of Generative AI: The Good, The Bad and The Ugly
Turning Ideas into Action: What Next for You and Your CU?
The Last Lecture: Lessons Learned From 40+ Years in the Movement
Conference Adjourns
Emmitt Smith
#1 Leading Rusher in NFL History, 3 Time Super Bowl Champion, Bestselling Author
Patrick Adams
Strategic Advisor, St. Louis Community CU
Ty Reed
Recovery Career Services
Maurice Smith
Retired President & CEO, Local Government Federal CU & Civic Federal CU
Ancin Cooley, CIA, CISA
Founder & Principal of Synergy Credit Union Consulting, Inc
Milton Hunt
President, author of 10 Keys to Maximizing Your Potential
Scotty Wiese
World-Class Magician
Mark Galauner
Program Director, American Customer Satisfaction Index/CFI Group USA L.L.C.
Delana Huling
President & CEO, Baylor Health Care System CU
Mark Arnold
Founder & CEO, On the Mark Strategies
Pablo DeFillipi
Executive VP, Inclusiv Network
LaSonya Berry
Founder & CEO, McPherson, Berry & Associates
Lamont Black
Futurist & Professor, DePaul University
Roger Wolkoff
Chief Authenticity & Relationship Expert
James Robert Lay
Founder & CEO, Digital Growth Institute
John Janclaes
President, NYMBUS
Shari Storm
CEO, Category 6 Consulting
John Lanza
author, The Art of Allowance
Tyrone Muse
CEO, Visions FCU
Val Mindak
CEO/President, Park City Credit Union
Tim Harrington
CPA, President, TEAM Resources
Dohnia Dorman
Chief Experience Officer, African-American Credit Union Coalition
Anne Legg
Emily Hollis
CEO, ALM First
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
Jeremy Garza
President/CEO, Gulf Coast FCU
Jeff Cardone
Partner Luse Gorman, PC
Andrew Hay
Cybersecurity Strategist, LARES
David Koch
Managing Director of Advisory Services, Abrigo
John Janclaes
President, NYMBUS
Matt Roe
SVP, Open Lending, LLC
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
Pre-Event Resources
Enjoy an evening of comedy with stand-up legend, Paul Rodriguez
Wednesday, July 26, 2023 • 7:30-8:30pm
