Join us as we re-engage and bring together the movement’s most innovative leaders for the #1 leadership event — all in Las Vegas! This year’s 45th CU Leadership Convention will be Bigger, BOLDER & Better than ever!

ONE ticket = ALL sessions

Featuring 7 NEW Breakout Summits with more than 50 thought-provoking sessions from 60 expert speakers!

ONE ticket gives you an ALL-ACCESS pass to ALL 7 Breakout Summits. Pick & choose from dozens of terrific sessions. See an incredible
line-up of Keynote Speakers!

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7 Benefits of Attending

1. Expert speakers sharing their best advice!

2. Practical, CU-proven guidance you can use.

3. Solutions to your toughest challenges.

4. Takeaways you can begin applying immediately.

5. Tested-tactics that will work for your CU.

6. Checklists, guides, templates &
tools to take with you.

7. Plain-English answers not available
anywhere else.

Who Should Attend?

CEOs

Directors

Board Chairs

Supervisory Committee Members  

Chief/VP of Operations

Chief/VP of Marketing

Chief/VP of Lending

Chief/VP of Technology

Chief/VP of HR

Chief/VP of Finance

Chief/VP of Member Business Lending


Separate registration required. Limited to first 100 registrants.

Author of The Best Story Wins, Matthew gives you the same powerful techniques he has share with companies like Salesforce, Google, Udemy, Gartner, Charles Schwab, Target, Lego, Sony, Facebook, Adidas, Expedia, Hilton, LinkedIn, Microsoft and Apple.

Storytelling for Business – Lessons CU Leaders Can Learn from a Top Hollywood Animator

Matthew Luhn, Former Pixar Animator, Story Artist & Author

Future-Proof Your Board: How CU Leaders Must Adapt in the New Normal

Brandi Stankovic, Ed.D., COO / Chief Strategy Officer, CU Solutions Group

A brand-new world of Fintech, investment and digital innovation

Nick Evens, President & CEO, Curql Collective, LLC

Financial Roundtable: Lessons learned from the top performing CUs & the tactics you can apply

Peter Duffy, Managing Director, Piper Sandler

Big Three MX strategies for better results for your CU & your members

David Dean, COO, Marketing Solutions at CU Solutions Group

Jeopardy! It’s not just a game show

Patrick Adams, Strategic Advisor, St. Louis Community CU, St. Louis, MO

Top 4 financial strategies every CU must consider in a post-COVID economy

Emily Hollis, Owner, ALM First

The Robots are Coming! – Machine Learning/AI in Consumer Lending

Don Arkell, Owner, CU Lending Advice, LLC

Values-based Branding: The Secret to Creating Enduring & Authentic Relationships with Members

Amanda Thomas, Founder & President, TwoScore, LLC

Leading an Organization That Matters

Tim Harrington, CPA & President, TEAM Resources

Niche Marketing Made Simple: 3 Steps to Generate 20% YoY Growth in Any Channel

James Robert Lay, CEO, Digital Growth Institute and author of the best-seller, Banking on Digital Growth.

The Big 3 skills needed for the CU executive of the future

John Janclaes, President, Nymbus CUSO and board member of NACUSO and AKUVO

Keys to Growing Your Loan Portfolio Organically

Ancin Cooley, Principal, Synergy Credit Union Consulting

Enduring Brands: How CUs are “living the mission” & winning hearts and minds

Susan Mitchell, CEO, Mitchell, Stankovic & Associates, & National CU Foundation’s Herb Wegner Outstanding Individual Lifetime Achievement Award Winner

Bill Hampel’s Economic Outlook for 2022 & Beyond

Bill Hampell, Economist

Connect Face-to-Face with C-Suite Leaders & Directors from July 19-22 in Las Vegas

The 45th CU Leadership Convention is
Bigger, Bolder, Better than ever!

For 44 years, credit union CEOs, directors, and C-suite leaders gather at the Credit Union Leadership Convention at a one-of-a-kind in-person experience. Don’t miss your opportunity to meet with forward-thinking CU Leaders looking for answers to their most challenging issues. Contact us today to learn more about how you can:

  • Network and engage with decision-makers from hundreds of credit unions
  • Showcase your innovative products & services
  • Participate in thought leadership
  • Increase your brand exposure

This is your #1 opportunity to put your brand in front of the nation’s top credit union CEOs, C-suite leaders, Presidents and Chairs.

Meet an engaged audience of Credit Union Executives:

1. Showcase your company’s solutions

2. Generate highly-qualified leads

3. Boost your presence at the industry’s most top rated convention

4. Close the deal by networking with key decision makers

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Click below to download the sponsorship and exhibit opportunities.

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Storytelling for Business – Lessons CU Leaders Can Learn from a Top Hollywood Animator

Storytelling is the #1 business skill necessary to connect, motivate, and lead people in today’s world. Stories compel us to engage in experiences, learn lessons, and define our values and ourselves within our organization. Matthew Luhn, a 20-year Pixar story veteran, brings his experience creating and developing 10 blockbuster films at Pixar (including Finding Nemo, Ratatouille, Up, Toy Storys 1-3, Monsters, Inc., Monsters University, and Cars), and provides practical strategies that teach and inspire people and teams to connect more effectively with audiences on an emotional level.  Matthew uses the power of storytelling to bridge the gap between business and heart, driving your story toward one unforgettable selling point.

Speaker: Matthew Luhn, Former Pixar Animator, Story Artist & Author

Future-Proof Your Board: How CU Leaders Must Adapt in the New Normal

Understanding what motivates and drives your Board of Directors will help to engage them in your strategic initiatives. Credit unions must develop volunteers to be more flexible, imaginative, and accountable to capitalize on their capacity while maintaining fiduciary responsibility. I’m this session, Dr. B will share governance lessons and real-life stories to energize the future while creating a legacy for those that have dedicated their lives to your credit union. As we all forge the new normal, there are evolving challenges for Boards and CEOs. How does the Board adapt?

Speaker: Brandi Stankovic, Ed.D., COO / Chief Strategy Officer, CU Solutions Group

A brand-new world of Fintech, investment and digital innovation

For years, super-funded Fintech and Big Banks have been gaining a competitive edge by spending billions of dollars creating cutting-edge, digital solutions while CUs have struggled to keep up. Curql is working to change that. With its $252 million investment fund backed by investments from 69 limited partners, Curql serves a gateway for Fintech and CUs to collaborate and develop new digital and AI solutions. The goal is to bring transformative technology to market so more CUs can stay relevant in the evolving digital market and compete. Discover the trends that are shaping the newest digital innovations and the emerging solutions coming to market that may benefit your CU and your members.

Speaker: Nick Evens, President & CEO, Curql Collective, LLC

Financial Roundtable: Lessons learned from the top performing CUs & the tactics you can apply

Get ready to jot down one action item after another in this high-energy discussion as you explore the tactics of the Top Performing CUs – and how you can apply them at your CU. Find out how the Top 1% do it – and how you can too! You will learn about the strategic choices that were made … how CFOs manage their balance sheets in unpredictable times … and the 6 paths CUs must consider for continued growth. This hands-on, interactive discussion led by CU finance expert Pete Duffy, will give you the tools you need based on what’s working among the country’s top CUs.

Speaker: Peter Duffy, Managing Director, Piper Sandler

Big Three MX strategies for better results for your CU & your members

  Fortune 1000 companies focused on Customer Experience (CX) are now generating 5.7x more revenue compared to competitors and their customers are 5x more likely to purchase from them. Yet, only a fraction of CUs are pursuing similar Member Experience (MX) initiatives, which are now more critical than ever in the digital era. Based on work with 120 CUs, David Dean shares the Big Three MX Strategies for CUs to (1) build referrals, (2) increase engagement and, (3) improve the digital experience for members. Plus, you won’t want to make a move until you follow David Dean’s #1 secret to create an effective MX strategy in your CU.

Speaker: David Dean, COO, Marketing Solutions at CU Solutions Group 

Jeopardy! It’s not just a game show

Jeopardy, the game, is all about strategically managing risk and reward. The same is true for credit unions. Come play along with the “Alex Trebek of Credit Unions,” Patrick Adams, as he discusses the hottest topics on the playing board including Corporate Culture, Competition, Digital Solutions, Member Experience, Financial Strength, Market Relevancy, Sustainable Growth, and Brand Strength as he reveals what’s working in each category to help your CU better compete. Just like the hit TV show, this session will be fast-paced and fun with Patrick delivering one proven idea after another for your credit union to come out ahead of the game.

Speaker: Patrick Adams, Strategic Advisor, St. Louis Community CU, St. Louis, MO

Top 4 financial strategies every CU must consider in a post-COVID economy

As unemployment rates stabilize, consumer spending recovers, interest rates begin to rise, and net interest margins get squeezed, how should CUs adjust in a post-COVID economy? Join ALM First’s Emily Hollis as she reveals the top 4 financial strategies every CU must consider including pricing loans … the “secret sauce” in your ALM reports … leveraging derivatives … and investing opportunities to seize (and those to avoid!) Plus, you’ll get Emily’s “Picking up Pennies Tips” – small things that can yield significant income over time.

Speaker: Emily Hollis, Owner, ALM First

Values-based branding: The secret to creating enduring & authentic relationships with members

If you are leading with messages of lower loan rates, less fees and higher deposit rates you’re missing 4 out of 5 prospects in your market. Instead, lead with your values. Prior to the pandemic, 64% of consumers wanted to do business with companies that share the same values. Today, that figure is now 78% as more millennials and Gen Z’ers dominate the market. Find out how brand managers at CUs are moving away from product-centric messaging and creating effective value-based, customer-centric campaigns that are now increasing member loyalty, member engagement and even employee engagement.

Speaker: Amanda Thomas, Founder & President, TwoScore, LLC 

Leading an organization that matters

Purpose makes a difference. Business leaders who understand why their organization exits in the market, who it serves best, and how it makes a difference outperform their competitors in just about every category. Why? Employees are more engaged, members are more loyal and organizational leaders are more inspired. Recent studies show organizations with a purpose-driven culture generate return to shareholders that are  10 to 12 greater than their competitors. Find out what purpose driven businesses, and especially purpose driven credit unions, are using to create an organization that delivers amazing financial results and the positively impact the lives of those they serve.

Speaker: Tim Harrington, CPA & President, TEAM Resources

Niche Marketing Made Simple: 3 Steps to Generate 20% YoY Growth in Any Channel

Segmenting markets and product offerings sound like great ideas in meetings, but few actually move forward. Why? “Too much work … won’t make a difference … new channels are required.” Perhaps you’ve heard these complaints or even mumbled them yourself! Yet, studies consistently show niche marketing is far more profitable and generates higher conversion rates. Join one of the world’s leading digital marketing advisors and best-selling author James Robert Lay discuss how to find ideal market segments, build a brand within your niche and cultivate highly profitable relationships whether you’re marketing online, over the air, in-person or in the mail. See for yourself how other CUs are generating 20% growth rates YoY using the Digital Growth Institute’s 3-Step Niche Marketing Formula.

BONUS: Every attendee also receives a digital version of James Robert Lay’s new book, Banking on Digital Growth. 

Speaker: James Robert Lay, CEO, Digital Growth Institute and author of the best-seller, Banking on Digital Growth. 

 The Big 3 skills needed for the CU executive of the future

What does the executive of the future look like? Is it someone with thousands of Twitter followers who can move the needle with a Tweet? Is it someone who can talk financials one moment, digital marketing the next, data analytics over Zoom, and then make deals over lunch? Or is it someone with an old-school work ethic who is focused on innovative fintech solutions? Join John Janclaes, retired President & CEO of Partners FCU and now President of Nymbus CUSO, as he shares the Big 3 skills that executives need – and boards should look for – to create the growth and innovation credit unions must have to compete in the future.

Speaker: John Janclaes, President, Nymbus CUSO and board member of NACUSO and AKUVO

Keys to Growing Your Loan Portfolio Organically

Too many CUs are relying on mergers, participations, and indirect lending as their primary growth engine. The problem is that this strategy is short-sighted. It dilutes your brand equity and gives up market share to your competitors. The solution: Grow your loan portfolio from within by leveraging enterprise risk management, marketing, and the technology your CU needs. Those that do are seeing significant gains in brand equity, membership growth, and checking growth as they capture a larger share of the market. In this engaging conversation, Ancin Cooley shows you step-by-step how grow organically and give your CU an edge in the most challenging markets.

Speaker: Ancin Cooley, Principal, Synergy Credit Union Consulting 

Enduring Brands: How CUs are “living the mission” & winning hearts and minds

Want to differentiate your brand? Look no further than your own mission. In a world where social issues and values mean more to the next generation of consumers, some of the country’s top CUs are creating common bonds that run deeper than where people might live, work or worship. In this fast-paced and energizing session, credit union evangelist Susan Mitchell, shows how CUs are gaining a competitive edge over Big Banks and Fintechs by creating purpose-driven, values-based cultures and are connecting with new and emerging markets like never before.

Speaker: Susan Mitchell, CEO, Mitchell, Stankovic & Associates, & National CU Foundation’s Herb Wegner Outstanding Individual Lifetime Achievement Award Winner

Bill Hampel’s Economic Outlook for 2022 & Beyond

One of the credit union movement’s most respected economists, Bill Hampel, returns to share his expert analysis of the economy for the next 18 months. Find out what factors might impact economic growth … consumer spending … interest rates … inflation … unemployment and more. Plus, find out first-hand how your CU’s loan demand, savings flows and earnings may be affected – and how these economic trends may affect member behavior.

Speaker: Bill Hampell, Economist

The Robots are Coming! – Machine Learning/AI in Consumer Lending

AI is taking over more loan decisions as human beings gradually cede control. What does this mean for your CU? What is the impact to your lending portfolio? And how might it affect your delivery channels?

In this impactful session, Don Arkell from CU Lending Advice will discuss how AI is taking over lending decisions and the challenges presented to credit unions. We will cover:

  • How ML/AI replicates a loan decision
  • Extending your credit risk appetite across space and time
  • Regulatory concerns and challenges
  • The metrics you need to analyze
  • The problems AI can create for you and your members — and how to avoid them

Speaker: Don Arkell, Owner, CU Lending Advice, LLC

Day 1 Day 2 Day 3 Day 4
View agenda page

Agenda

Pre-Conference Workshops - Tuesday 19th

Conference Begins
10:00 - 17:00

Convention Registration Opens

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

Deep-Dive Workshop #1: Leveraging Big Data

13:00 - 16:00

Deep-Dive Workshop #2: Financial Management

13:00 - 16:00

Deep-Dive Workshop #3: Supervisory Committee Planning & Evaluation

13:00 - 16:00

Deep-Dive Workshop #4: Strategic Planning

Agenda

Day 1 - Wednesday 20th

Day 1 Opens
07:00 - 16:00

Registration

07:00 - 08:45

Exhibit Hall Opens & Continental Breakfast

General Sessions
09:00 - 10:00

Opening Keynote: Jon Taffer on Leadership in Challeging Times

10:00 - 10:30

General Session – Leadership Roundtable

10:30 - 11:00

Networking Break in Exhibit Hall

11:10 - 12:00

General Session: 6x6 – 6 Speakers Sharing their Best Ideas in 6 Just Minutes

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 Sessions

Choose from the 6 Breakout Summits: Leadership, Lending, Marketing, FinTech, Financial, Human Resources

13:50 - 14:20

Breakout Summits Sessions

14:30 - 14:55

Breakout Summits Sessions

Day 1 Post-Conference
14:55 - 16:00

Happy Hour in the Exhibit Hall

19:30 - 20:30

Opening Night Entertainment: Louie Anderson!

Agenda

Day 2 - Thursday 21st

Day 2 Opens
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 280 registrants.)

General Sessions
09:00 - 09:45

Keynote Address: Matthew Luhn on Storytelling for Effective Branding

Matthew Luhn

Separate registration required. Limited to first 100 registrants.

Join former Pixar animator and master storyteller, Matthew Luhn, in a special small-group workshop as he teaches you how to harness the power of a good story to connect and engage with your market. Participants learn how to:

  • Communicate a unique story in one sentence
  • Master the 3 key elements of storytelling
  • Create well structured stories with the Story Spine
  • Effectively brainstorm with others, using the “Yes, and…” principle
  • Harness the “Universal Truths” that connect with all people
  • Transfer written ideas into visual story boards
  • Embrace feat and failing as a necessary part of the creative process
  • Develop techniques to overcome blocks

Author of The Best Story Wins, Matthew gives you the same powerful techniques he has share with companies like Salesforce, Google, Udemy, Gartner, Charles Schwab, Target, Lego, Sony, Facebook, Adidas, Expedia, Hilton, LinkedIn, Microsoft and Apple.

A speaker photo for Matthew   Luhn

Matthew Luhn

Former Pixar Animator

Read bio
09:45 - 10:00

2 Minute Spotlight – America’s Top CU Speakers Share their Best Ideas in Just 2 Minutes!

Breakout Summits Sessions Resume
10:15 - 11:00

Breakout Summits Sessions

11:00 - 11:45

Networking Break in Exhibit Hall

11:45 - 12:30

Roundtable Discussions & Breakout Summit Sessions

Lunch Break
12:30 - 13:00

Networking Luncheon

13:00 - 13:45

Networking and Dessert in Exhibit Hall

Breakout Summits Sessions Resume
13:45 - 14:15

Breakout Summits Sessions

Matthew Luhn

Storytelling & Branding Workshop with Matthew Luhn (Separate registration required. Limited to first 100 attendees.)

A speaker photo for Matthew   Luhn

Matthew Luhn

Former Pixar Animator

Read bio
14:30 - 15:00

Breakout Summits Sessions

Matthew Luhn Workshop (continues)

Agenda

Day 3 - Saturday 23rd

Day 3 Opens
07:30 - 09:00

Buffet Breakfast

General Sessions
09:00 - 10:00

General Session: Keynote Speaker TBA

10:00 - 11:00

Closing General Session with Patrick Adams – Jeopardy: It’s not just a game show!

Patrick Adams
A speaker photo for Patrick   Adams

Patrick Adams

St. Louis Community CU

Read bio
11:00 - 11:00

Conference Adjourns

Matthew Luhn

Former Pixar Animator

Matthew Luhn is an accomplished storyteller, instructor, motivational keynote speaker, and story consultant, with over 20 years’ experience creating stories and characters at Pixar Animation Studios. Alongside his story work in Hollywood, Matthew wor… Read full bio

Brandi Stankovic, Ed.D.

COO/Chief Strategy Officer, CU Solutions Group & Host of the Podcast, The Strategic Hotbox

Dr. Brandi Stankovic is an organizational change expert, motivational speaker, professor, artist and mommy who inspires firms globally with her models of leadership, engagement, and award-winning education. She is the chief strategy officer at CU Sol… Read full bio

Peter Duffy

Managing Director, Piper Sandler Companies

Peter Duffy is Managing Director at Sandler O’Neill & Partners, L.P. in New York City. Duffy works with Credit Unions and banks nationwide in competitive analysis, investment portfolio development, charter decisions, board meetings, loan portfoli… Read full bio

David Dean

COO, Marketing Solutions at CU Solutions Group

David Dean is Chief Operating Officer of Marketing Solutions for CU Solutions Group, where he oversees Professional Media & Creative Services, GSTV, Save to Win and the Love My Credit Union Rewards program, which has empowered more than 3,000 cre… Read full bio

Patrick Adams

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

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

Amanda Thomas

Founder & President, Two Score

A credit union veteran, Amanda has many years of marketing experience in credit unions and as a consultant. She is an entrepreneur and owner of TwoScore, a firm that works exclusively with credit unions under $100 million in assets to achieve their s… 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

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 CUSO & retired CEO, Partners FCU ($2.1 billion)

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

Ancin Cooley

Founder/Principal, Synergy Credit Union Consulting

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

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

Bill Hampell

Economist

Following a long and productive career as Chief Economist and Chief Policy Officer for the Credit Union National Association (CUNA) in Washington DC, Bill Hampel is now an economic consultant specializing in explaining trends in the economy and finan… Read full bio

Nick Evens

President & CEO, Curql Collective, LLC

As President and CEO of Curql Collective, Nick cultivates opportunities to help fintech and credit unions collaborate on breakthrough technologies that minimize threats and successfully improve, disrupt and position the industry with a best-in-class… Read full bio

Don Arkell

Owner, CU Lending Advice, LLC

Don first worked with Brett Christensen at Clark County Credit Union as one of his original hires and a member of his first sales team. While at CCCU, Don quickly moved through the ranks at the credit union, working in all areas of Sales and Lending.… Read full bio