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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 47th annual CU Leadership Convention. Join us at The Mirage from July 30-August 2, 2024 in America’s most exciting city: Las Vegas!

60+ sessions
packed with real
world guidance

Dozens of new thought leaders… plus, our returning all-star speakers

8 NEW breakout summits discussing today’s hottest topics

2 NEW Deep Dive Pre-Conference Workshops

Expanded Breakfast of Champions idea sharing session

NEW exhibit hall featuring 50+ solution providers

Opening night entertainment and reception

And much more!

A Winning Perspective Gets the Gold: Keynote Address with Olympic Great,

Jackie Joyner-Kersee

Named by Sports Illustrated as “The Greatest Female Athlete of the 20th Century,” Jackie Joyner Kersee will deliver the keynote address to open the 47th CU Leadership Convention. Join us as she discusses how her relentless pursuit of excellence on and off the track has led her to give back to her community. Coming from very humble beginnings in East St. Louis, Illinois, Jackie Joyner-Kersee is among the all-time greatest athletes ever to compete in Track & Field. Jackie has won three Olympic Gold Medals, one Olympic Silver Medal, and two Olympic Bronze Medals at four different Olympic Games. Less well known, however, are Jackie’s tireless efforts and remarkable accomplishments off the field as a philanthropist and an advocate for children’s education, health issues (in particular asthma from which she has suffered throughout her life), racial equality, social reform, and women’s rights. Never one to be classified as merely an athlete, Jackie says, “I strive to be a Jackie of all trades.”

Magician & Keynote Speaker

Nash Fung

The Magic of Empathetic Leadership

By day, Nash Fung is a keynote speaker & magician but as night falls, he is a crisis line volunteer. This unique journey taught him many meaningful lessons on creativity, empathy, and human connections. Discover practical empathetic techniques you can use to:

  1. Create better solutions for some of your toughest challenges with your team.
  2. Develop deeper trust and increase employee retention.
  3. Ensure your colleagues feel heard, understood and valued.
  4. Implement a golden rule in crisis situations every leader can use to support their people.

Be prepared to take away innovative techniques and inspiration … all with a touch of magic.

back

Here are just a few of the HOT TOPICS to be discussed:



  • Generative AI and how CUs can use the newest technology to reduce risk & increase member loyalty
  • Best practices to manage liquidity in a high-rate, inflationary market
  • Executive compensation plans proven to attract and retain your top talent
  • Lending solutions that are generating double-digit growth rates – without sacrificing rates
  • Effective methods for recruiting new board members
  • Sound practices for retaining core deposits, despite rising rates
  • New tools some of the top CUs are using to leverage digital optimization
  • Governance tactics to keep your board focused on strategic decision-making
  • Tactics to build life-long members – not rate-hoppers
  • Practical tactics to boost net interest margins in a high-rate environment
  • Strategies CUs are using to regain trust with members – and beat the banks on service
  • Newest Fintech solutions that are giving CUs a competitive edge
  • M&A strategies – and pitfalls – every director and C-suite executive must know
  • Proven solutions CUs are employing to attract Gen Y and Z in a digital world
  • New regulatory priorities by NCUA and CFPB on lending, overdraft fees, M&As, cybersecurity, crypto, vendor oversight and more
  • Leadership strategies that are proving effective in a post-pandemic world
  • And much more…

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 Business Lending

ONE ticket = ALL sessions

Pick and choose to attend any session from among 8 Breakout Summits
Speakers you DON’T want to miss out on!

Inspire, Empower, Guide: Essential Disciplines for TODAY’s Leader

Jim Bouchard, Founder;
The Sensei Leader

The Roaring 2020s: Dominate the Decade with Next-Gen Marketing & Sales Strategies and A New Brand Mosaic: How to Make Your CU Utterly Unforgettable

Shawna Suckow, Author & Speaker

DEI or Die: Best Practices to Make a Commitment to Change

Renee Sattiewhite, President & CEO; African-American Credit Union Coalition

Pink Goldfish: Amplify Differentiation to Stand Out in the Marketplace

Stan Phelps, Author; Forbes Contributor, TEDx Speaker, IBM Futurist

The 3 DOs and 3 DON’Ts of Member Retention

Katie Stone, CEO & Co-owner;
PixelSpoke

Recruit & Retain Your Highest Performers in the C-suite

John Moreno, Managing Partner; Newcleus Credit Union Advisors

The EQ Difference: A Practical Approach for Extraordinary Leadership

Brandi Stankovic, Ed.D., Host & Producer; The Strategic Hotbox

The Magic of Empathetic Leadership

Nash Fung, Magician & Keynote Speaker; Magician Nash Fung, Inc.

The Leadership Pipeline: Creating a System for Developing Tomorrow’s Leaders in Your CU

Tamra Gaines, President;
Tamra Gaines & Associates

A Winning Perspective Gets the Gold: Keynote Address with Olympic Great, Jackie Joyner-Kersee

Jackie Joyner-Kersee, named as “The Greatest Female Athlete of the 20th Century”

From Culture Clash to Connection – Keys for Effective M&As

Keith & Rebecca Klein Scott, Founders; TALLsmall Productions, LLC

Healthy Growth in the Age of Uncertainty

Kerala Taylor, CUDE, Co-owner & Senior Marketing Manager; PixelSpoke

Leadership Principles for High-Performing Boards

Tim Harrington, CPA, President;
TEAM Resources

Why, How, & What: Preserving Humanity in an AI World

Gabe Krajicek, CEO; Kasasa

Keys to Building Life-Long Members, Not Rate-Hoppers

Juli Lewis, Chief Relationship Officer; Michael Walters Advertising

Resiliency: The Cornerstone of Success in Rapidly Changing Environment

Milton Hunt, President;
MiltonHunt.net 

Turning Weaknesses into Strengths: How to Emerge from a Down Year

Tyrone Muse, President/CEO;
Visions FCU

Digital IQ with AI Responsibility: Recruit, Retain & Develop Your People

Zach Christensen, Director of Digital Services; Mitchell Stankovic and Associates

The Underground Collision: Generative AI: Don’t Let the Bankers Tell the Story

Susan Mitchell, CEO; Mitchell Stankovic and Associates

DEI Panel

Deborah Fears, President & CEO, Chicago Post Office Employees CU

Let’s Beat the Bad Guys! Practical CU Strategies to Protect Your CU

Jen Anthony, President,
Think|Stack

 

Leveraging Strengths: A Discussion of M&A from a CEO Perspective

Travis Markley, CEO,
Hoosier Hill CU

A Behind the Scenes Discussion of M&A from a Board Perspective

Maryellen Valaitis, Former Director, McGraw-Hill FCU

Leadership Through a 21st Century Lens

Liz Ponder, Senior Executive,
SRP FCU

7 Tactics to Increase Your Loan Portfolio and Non-Interest Income

Latonya Allen, Director of Consumer Lendings & Marketing, Government Printing Office FCU

DEI Summit Panel

John Bissell, President & CEO, Greylock FCU

Practical DEI Approaches to Turn Strategy into Execution

Dohnia Dorman, Chief Experience Officer, African American CU Coalition

Top 3 Strategies to Double Your Collections Recovery Rate Through a DEI Lens

Joel Bowen, President, California Credit Union Collectors Council

Revolutionizing Member Experience by Harnessing the Power of AI and Data

Anne Legg, Founder & President, Thrive Strategic Services

Two-Minute Spotlight

Carolyn Jordan, Chief Relationship Officer, Neighborhood CU

7 Keys to Governance Excellence

Jennie Boden, CEO, Quantum Governance

CEO Panel – Lessons in Leadership

Delana Huling, President & CEO, Baylor Health Care Systems FCU

DEI Summit Panel

Epsy Pablano, Training Manager, AACUC

Working – Think Niche – SMB with Hustle CU and Michigan CU

John Janclaes, President & CEO, NYMBUS CUSO

Navigating Auto Finance Challenges for Near- and Non-Prime Consumers

Matt Roe, Chief Revenue Officer, Open Lending

Key Habits of Highly Effective Analytics Programs in CUs Today

Jason Bedsworth, Founder & President, CFS Insight

DEI Summit Panel

Dayatra Matthews, CLO and GC, LGFCU/Civic FCU

Repositioning the Deposit Strategy

Billy Guthrie, Managing Director, Darling Consulting Group

Repositioning the Deposit Strategy

Joe Kennerson, Managing Director, Darling Consulting Group

The Role of Governance in Preparing for Growth

Lynette Smith, Quantum Governanace

TBD

LaSonya Berry, CEO, McPherson, Berry & Associates

M&A – Staying True To The Key Stakeholders

Peter Duffy, Managing Director, Piper Sandler

3 Key Habits of Highly Effective Analytics Programs in CUs Today

Troy Del Valle, Sr VP of Data Services, Hudson Valley CU

Resiliency: The Cornerstone of Success in Rapidly Changing Environment

Milton Hunt, Founder, MiltonHunt.com

How to Win Hearts & Minds using the Big 4 Marketing Method

Matt Maguy, Co-founder, JXM

DEI Summit Panel

Whitney Anderson, Board Chair, AACUC

DEI Summit Panel

Barbara Mojica, Executive Director, National Latino Association of CU Professionals

DEI Summit Panel

Emma Hayes, Chief Learning & Engagement Officer, SECU

DEI Summit Panel

Juan Fernandez, President & CEO, Louisiana Credit Union League

Financial Strategies in Uncertain Times

Tracey Jackson, CFO, Resource One CU

CEO Roundtable Panel: Lessons in Leadership

Erin Mendez, President, Chief Executive Officer

  • 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 CUs are leveraging Generative AI to improve their operations and member experience
  • 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

  • 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

  • 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
Day 1 Day 2 Day 3 Day 4
View agenda page

Agenda

Deep Dive Pre-Conference Workshops - Tuesday 30th

Conference Opens
10:00 - 17:00

Convention Registration Opens

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

Deep Dive Pre-Conference Workshop 1 – Financial Management

Tim Harrington
A speaker photo for Tim Harrington

Tim Harrington

CPA, President, TEAM Resources

Read bio
13:00 - 16:00

Deep Dive Pre-Conference Workshop 2 –7 Keys to Governance Excellence: Practical Strategies for Your Board & Executive Team to Get it Right

Jennie Boden
A speaker photo for Jennie Boden

Jennie Boden

CEO

Read bio
13:00 - 16:00

Deep Dive Pre-Conference Workshop 3 – Revolutionizing Member Engagement with AI and Big Data

Anne Legg, Dr. Troy Hall
A speaker photo for Anne  Legg

Anne Legg

Read bio
A speaker photo for Dr. Troy Hall

Dr. Troy Hall

Ph.D., author, talent retention consultant, and former CSO at SC, FCU

Read bio

Agenda

Conference - Wednesday 31st

Open
07:00 - 17:00

Registration

07:00 - 08:45

Exhibit Hall Grand Opening & Continental Breakfast

General Sessions
09:00 - 09:45

A Winning Perspective Gets the Gold: Keynote Address with Olympic Great, Jackie Joyner-Kersee

Jackie Joyner-Kersee
A speaker photo for Jackie Joyner-Kersee

Jackie Joyner-Kersee

Olympic Great

Read bio
09:40 - 09:50

A "Magical" Interlude

Nash Fung
A speaker photo for Nash Fung

Nash Fung

Magician & Keynote Speaker

Read bio
09:50 - 10:30

Leadership Panel Discussion: Lessons in Leadership

10:30 - 11:00

Networking Break in Exhibit Hall

11:15 - 11:45

6 x 6: 6 Speakers Share Their ONE Best Idea That Will Have the BIGGEST Impact on CUs Today

John Moreno, John Janclaes, Katie Stone, Stan Phelps, Tyrone Muse
A speaker photo for John  Moreno

John Moreno

Managing Partner, Newcleus Credit Union Advisors

Read bio
A speaker photo for John Janclaes

John Janclaes

President, NYMBUS

Read bio
A speaker photo for Katie Stone

Katie Stone

CEO & Co-owner, PixelSpoke

Read bio
A speaker photo for Stan Phelps

Stan Phelps

Author

Read bio
A speaker photo for Tyrone Muse

Tyrone Muse

CEO, Visions FCU

Read bio
Lunch Break
11:45 - 12:45

Pete Crear Lifetime Achievement Award Luncheon

12:45 - 13:15

Networking and Dessert in Exhibit Hall

Breakout Summit Sessions — 1:15 - 1:40 pm
13:15 - 13:40

Leadership Summit — TBD

13:15 - 13:40

Marketing & Branding Summit — TBD

13:15 - 13:40

FinTech Summit — TBD

13:15 - 13:40

Lending Summit — Navigating Auto Finance Challenges for Near- and Non-Prime Consumers

Matt Roe
A speaker photo for Matt Roe

Matt Roe

Chief Revenue Officer, Open Lending, LLC

Read bio
13:15 - 13:40

HR Summit — TBD

13:15 - 13:40

Trending Summit — Why, How, What: Preserving humanity in an AI world

Gabe Krajicek
A speaker photo for Gabe Krajicek

Gabe Krajicek

CEO, Kasasa

Read bio
13:15 - 13:40

Financial Summit — TBD

13:40 - 13:50

Transitional Break

Breakout Summit Sessions — 1:50 - 2:20 pm
13:50 - 14:20

Leadership Summit — Recruiting and Retaining Your Highest Performers in the C-suite

John Moreno
A speaker photo for John  Moreno

John Moreno

Managing Partner, Newcleus Credit Union Advisors

Read bio
13:50 - 14:20

Marketing & Branding Summit — 3 Credit Union Superpowers You Need to Thrive in 2024 and Beyond

Kerala Taylor
A speaker photo for Kerala Taylor

Kerala Taylor

Co-owner & Senior Marketing Manager, PixelSpoke

Read bio
13:50 - 14:20

Fintech Summit — TBD

13:50 - 14:20

Lending Summit — 7 Tactics to Increase Your Loan Portfolio and Non-Interest Income

Latonya Allen, CUDE
A speaker photo for Latonya Allen, CUDE

Latonya Allen, CUDE

Director of Consumer Lendings & Marketing

Read bio
13:50 - 14:20

HR Summit — HR Strategies for Highly Effective Credit Unions

Sharon Camper
A speaker photo for Sharon Camper

Sharon Camper

Chief People Officer

Read bio
13:50 - 14:20

Trending Summit — 3 Key Habits of Highly Effective Analytics Programs in CUs Today

Jason Bedsworth, Terry Martin
A speaker photo for Jason Bedsworth

Jason Bedsworth

Founder & President

Read bio
A speaker photo for Terry Martin

Terry Martin

Credit Union Consulting

Read bio
13:50 - 14:20

Financial Summit — Repositioning the Deposit Strategy

Billy Guthrie, Joe Kennerson
A speaker photo for Billy   Guthrie

Billy Guthrie

Managing Director

Read bio

Joe Kennerson

Managing Director

Read bio
14:20 - 14:30

Transitional Break

Breakout Summit Sessions — 2:30 - 3:00 pm
14:30 - 15:00

Leadership Summit — The Role of Governance in Preparing for Growth

Lynette Smith
A speaker photo for Lynette Smith

Lynette Smith

DIrector of Engagement

Read bio
14:30 - 15:00

Marketing & Branding Summit — TBD

14:30 - 15:00

FinTech Summit — Think Niche: SMB with Hustle CU and Michigan CU

John Janclaes
A speaker photo for John Janclaes

John Janclaes

President, NYMBUS

Read bio
14:30 - 15:00

Lending Summit — TBD

14:30 - 15:00

HR Summit — TBD

LaSonya Berry
A speaker photo for LaSonya Berry

LaSonya Berry

Founder & CEO, McPherson, Berry & Associates

Read bio
14:30 - 15:00

Trending Summit — Data Analytics: Your CU's Secret Power for Creating Member Value

Anne Legg
A speaker photo for Anne  Legg

Anne Legg

Read bio
14:30 - 15:00

Financial Summit — CU Mergers with Panel Discussion (Working)

Peter Duffy, Maryellen Valaitis, Travis Markley
A speaker photo for Peter  Duffy

Peter Duffy

Managing Director, Piper Sandler Companies

Read bio
A speaker photo for Maryellen Valaitis

Maryellen Valaitis

Former Director

Read bio
A speaker photo for Travis Markley

Travis Markley

President/CEO

Read bio
Post-Conference
15:00 - 16:00

Happy Hour in the Exhibit Hall with Nash Fung

19:30 - 20:30

Opening Night Entertainment

Agenda

Conference - Thursday 1st

Open
07:30 - 09:00

Exhibit Hall Open

07:30 - 08:45

Breakfast of Champions

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

General Sessions
09:00 - 09:40

Opening Keynote — The Leadership Journey & Road Ahead for Credit Unions - Insights from NCUA Chairman Todd Harper

09:40 - 10:20

Fuel Your Curiosity – The Magic Behind Innovative Thinking

Nash Fung
A speaker photo for Nash Fung

Nash Fung

Magician & Keynote Speaker

Read bio
10:20 - 10:30

2024 Neoteric Leadership Award Ceremony

10:30 - 10:45

Transitional Break

Breakout Summits Sessions Resume
10:45 - 11:15

Leadership Summit — Resilency: The Cornerstone of Success in Rapidly Changing Environment

Milton Hunt

Milton Hunt

President, author of 10 Keys to Maximizing Your Potential

Read bio
10:45 - 11:15

Marketing & Branding Summit — How to Win Hearts & Minds using the Big 4 Marketing Method

Matt Maguy
A speaker photo for Matt Maguy

Matt Maguy

Co-Founder, James & Matthew

Read bio
10:45 - 11:15

DEI Summit — TBD

Dayatra Matthews, Deborah Fears, Epsy Pablano, Whitney Anderson
A speaker photo for Dayatra Matthews

Dayatra Matthews

CLO and GC

Read bio
A speaker photo for Deborah Fears

Deborah Fears

President & CEO

Read bio
A speaker photo for Epsy Pablano

Epsy Pablano

Training Manager

Read bio
A speaker photo for Whitney Anderson

Whitney Anderson

Board Chair

Read bio
10:45 - 11:15

Lending Summit — TBD

10:45 - 11:15

HR Summit — TBD

10:45 - 11:15

Trending Summit — Key Habits of Highly Effective Analytics Programs in CUs Today

Jason Bedsworth, Terry Martin
A speaker photo for Jason Bedsworth

Jason Bedsworth

Founder & President

Read bio
A speaker photo for Terry Martin

Terry Martin

Credit Union Consulting

Read bio
10:45 - 11:15

Financial Summit — TBD

11:15 - 11:45

Networking Break in Exhibit Hall

10:15 - 11:15

CU Connect Meeting

Breakout Summits Sessions
11:45 - 12:30

Leadership Summit — Inspire, Empower, Guide: Essential Disciplines for TODAY's Leader

Jim Bouchard
A speaker photo for Jim Bouchard

Jim Bouchard

Founder

Read bio
11:45 - 12:30

Marketing & Branding Summit — Pink Goldfish: Amplify Differentiation to Stand Out in the Marketplace

Stan Phelps
A speaker photo for Stan Phelps

Stan Phelps

Author

Read bio
11:45 - 12:30

DEI Summit — TBD

John Bissell, Barbara Mojica, Emma Hayes, Juan Fernandez
A speaker photo for John Bissell

John Bissell

President & CEO

Read bio
A speaker photo for Barbara Mojica

Barbara Mojica

Executive Director

Read bio
A speaker photo for Emma Hayes

Emma Hayes

Chief Learning & Engagement Officer

Read bio
A speaker photo for Juan Fernandez

Juan Fernandez

President & CEO

Read bio
11:45 - 12:30

Lending Summit — TBD

11:45 - 12:30

HR Summit — Digital IQ with AI Responsibility: Recruit, Retain & Develop Your People

Zach Christensen, Susan Mitchell
A speaker photo for Zach Christensen

Zach Christensen

Director, DEI & Digital Services, Mitchell, Stankovic & Associates

Read bio
A speaker photo for Susan Mitchell

Susan Mitchell

CEO, Mitchell, Stankovic & Associates

Read bio
11:45 - 12:30

Trending Summit — Let's Beat the Bad Guys! Practical CU Strategies to Protect Your CU and Your Members from Ransomware Attacks

Jen Anthony
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Jen Anthony

President

Read bio
11:45 - 12:30

Financial Summit — Financial Strategies in Uncertain Times

Tracey Jackson
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Tracey Jackson

CFO

Read bio
Lunch Break
12:30 - 13:15

Networking Luncheon

12:30 - 13:15

CEO Summit Luncheon

13:15 - 13:45

Networking and Dessert in Exhibit Hall

Guest Experiences
14:00 - 16:30

Two Guest Experiences to choose from!

Breakout Summits Sessions
13:45 - 14:15

Leadership Summit — Leadership Principles for High-performing Boards

Tim Harrington
A speaker photo for Tim Harrington

Tim Harrington

CPA, President, TEAM Resources

Read bio
13:45 - 14:15

Marketing & Branding Summit — Marketing Mosaic for Credit Unions: How to Make Your Brand Utterly Unforgettable

Shawana Suckow
A speaker photo for Shawana  Suckow

Shawana Suckow

Author & Speaker

Read bio
13:45 - 14:15

DEI Summit — Practical DEI Approaches to Turn Strategy into Execution

Dohnia Dorman
A speaker photo for Dohnia Dorman

Dohnia Dorman

Chief Experience Officer, African-American Credit Union Coalition

Read bio
13:45 - 14:15

Lending Summit — TBD

13:45 - 14:15

HR Summit — From Culture Clash to Connection - Keys for Effective M&As

Keith & Rebecca Klein Scott
A speaker photo for Keith & Rebecca   Klein Scott

Keith & Rebecca Klein Scott

Owners, TALLsmall Productions, LLC

Read bio
13:45 - 14:15

Trending Summit — TBD

13:45 - 14:15

Financial Summit — TBD

14:15 - 14:30

Transitional Break

Breakout Summit Sessions
14:30 - 15:00

Leadership Summit — Leadership through a 21st Century Lens

Liz Ponder
A speaker photo for Liz Ponder

Liz Ponder

Senior Executive

Read bio
14:30 - 15:00

Branding & Marketing Summit — Keys to Building Life-Long Members, Not Rate-Hoppers

Juli Lewis, Jim Lake
A speaker photo for Juli Lewis

Juli Lewis

Chief Relationship Officer, Michael Walters Advertising

Read bio
A speaker photo for Jim Lake

Jim Lake

Managing Partner, Michael Walters Advertising

Read bio
14:30 - 15:00

DEI Summit — Top 3 Strategies to Double Your Collections Recovery Rate Through a DEI Lens

Joel Bowen
A speaker photo for Joel Bowen

Joel Bowen

President

Read bio
14:30 - 15:00

Lending Summit — TBD

14:30 - 15:00

HR Summit — The Leadership Pipeline: Creating a System for Developing Tomorrow's Leaders in Your CU

Tamra Gaines
A speaker photo for Tamra Gaines

Tamra Gaines

President, Tamra Gaines & Associates

Read bio
14:30 - 15:00

Trending Summit — Data Analytics: Your CU's Secret Power for Creating Member Value

Anne Legg
A speaker photo for Anne  Legg

Anne Legg

Read bio
14:30 - 15:00

Financial Summit — TBD

Agenda

Conference - Friday 2nd

Friday, August 2, 2024
07:30 - 09:00

Buffet Breakfast

General Sessions
09:00 - 09:50

Underground Collision — Underground Collision: Generative AI: Don’t Let the Bankers Tell the Story

Susan Mitchell
A speaker photo for Susan Mitchell

Susan Mitchell

CEO, Mitchell, Stankovic & Associates

Read bio
09:50 - 10:00

2-Minute Spotlight: 5 Speaker Have Just 2 Minutes to Share One BIG Idea in this Theatrical Presentation

Jim Bouchard, Gabe Krajicek, Carolyn Jordan
A speaker photo for Jim Bouchard

Jim Bouchard

Founder

Read bio
A speaker photo for Gabe Krajicek

Gabe Krajicek

CEO, Kasasa

Read bio
A speaker photo for Carolyn Jordan

Carolyn Jordan

Chief Relationship Officer

Read bio
10:00 - 10:15

Putitng Thought to Action: Applying Your Best Take-aways

Shawana Suckow
A speaker photo for Shawana  Suckow

Shawana Suckow

Author & Speaker

Read bio
10:15 - 11:00

EI vs AI: 5 Powerful Lessons for Credit Union Leaders

Brandi Stankovic, Ed.D.
A speaker photo for Brandi Stankovic, Ed.D.

Brandi Stankovic, Ed.D.

Host & Producer, The Strategic Hotbox

Read bio
11:00 - 11:00

Conference Adjourns

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 2, 2024, 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.

Discover The Mirage Hotel & Casino!

Discover The Mirage Hotel & Casino! A Four Diamond AAA award-winning hotel, located center-strip with its iconic volcano welcoming you to a paradise of 24-hour action featuring a tropical, oasis-like atmosphere with a breathtaking aquarium, great restaurants, and plenty of world-class entertainment.

The Mirage Hotel & Casino

3400 Las Vegas Boulevard South, Las Vegas, NV 89109
Phone: 702-791-7111

The Mirage Hotel & Casino

Discount Room Rates for Resort King:

Sunday–Monday, July 28-29: $127/night
Tuesday–Thursday, July 30–Aug 1: $162/night
Friday, Aug 2, 2024: $218/night

Advertised room rates do not include a discounted $37.00 resort fee and 13.38% sales tax.

Cut-Off Date: June 24, 2024


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.

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 3:00 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

Connect Face-to-Face with C-Suite Leaders & Directors from July 30-August 2, 2024 in Las Vegas


The 47th 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 30-August 2, 2024, 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 31
  • 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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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 & CEO Conference, the country’s leading event for Directors, CEOs and C-suite level leaders is now the CU Leadership Convention. For 47 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 AI, liquidity, DEI lending, HR, leadership, fintech and more. Pick and choose your favorite topics!
  • 2 NEW Deep Dive Pre-Conference Workshops on Board Governance and Financial Management.
  • Expanded Breakfast of Champions idea exchange: Share your best idea, with proven results, and hear from your peers about their biggest successes to revolutionize your CU (Limited to the first 300 paid attendees)
  • NEW exhibit hall featuring 50+ solution providers.
  • Opening night entertainment and reception.
  • 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

Board Director specific:

  • Learn and adopt best-in-class strategies to grow your credit union and improve profitability in a sustainable way.
  • Build on your current plans and ideas by exchanging information with fellow innovative board directors pioneering the credit union movement.
  • Discover how to generate 10-12x the returns for your credit union at the all-new CU Leadership Summit – dedicated to helping board directors provide their C-suite with the right level of direction. Take your board director skills to the next level by learning about the hottest topics for credit unions, including new sessions on how AI and Liquidity impact CUs.
  • Differentiate yourself from banks by gaining access to fintech experts, solution providers and unvarnished perspectives focused on supporting credit unions and their boards to win more business.
  • Crowdsource innovation – take part in this year’s Expanded Breakfast of Champions idea exchange. Share your best idea, with proven results, and hear from your peers about their biggest successes to revolutionize your CU (Limited to the first 300 paid attendees)
  • Join this getaway with your spouse, unwind and enjoy all that the US entertainment capital has to offer.

C-suite specific:

  • Learn about the hottest topics in the movement, based on your area of expertise. Choose from 8 Summits covering fintech, leadership, marketing, DEI, HR and more to develop actionable strategies that will have impact in your CU.
  • Get the best of both worlds at CU Leadership Convention – entertainment and education. Connect with your peers over breakfast or at one of our evening events whilst experiencing the most progressive speakers, content and solution providers for your CU by day.
  • Network with fellow C-suite to tackle shared challenges and discover innovative solutions, including how to communicate effectively with your board.
  • Learn the top 3 emerging risks every executive needs to know and find out how to apply the big changes affecting strategy, structure, governance, and leadership for credit unions, so you can play your part in driving growth.

Tim Harrington

CPA, President, TEAM Resources

Juli Lewis

Chief Relationship Officer, Michael Walters Advertising

Gabe Krajicek

CEO, Kasasa

Kerala Taylor

Co-owner & Senior Marketing Manager, PixelSpoke

Keith & Rebecca Klein Scott

Owners, TALLsmall Productions, LLC

Jackie Joyner-Kersee

Olympic Great

Tamra Gaines

President, Tamra Gaines & Associates

Nash Fung

Magician & Keynote Speaker

John Moreno

Managing Partner, Newcleus Credit Union Advisors

Katie Stone

CEO & Co-owner, PixelSpoke

Stan Phelps

Author

Jim Bouchard

Founder

Shawana Suckow

Author & Speaker

Zach Christensen

Director, DEI & Digital Services, Mitchell, Stankovic & Associates

Tyrone Muse

CEO, Visions FCU

Jen Anthony

President , Think|Stack

Travis Markley

President/CEO , Hoosier Hills Credit Union

Maryellen Valaitis

Former Director , McGraw-Hill FCU

Liz Ponder

Senior Executive , SRP FCU

Latonya Allen, CUDE

Director of Consumer Lendings & Marketing , Government Printing Office FCU

Milton Hunt

President, author of 10 Keys to Maximizing Your Potential

Travis Markley

President/CEO , Hoosier Hills Credit Union

John Bissell

President & CEO , Greylock FCU

Dohnia Dorman

Chief Experience Officer, African-American Credit Union Coalition

Joel Bowen

President , California Credit Union Collectors Council

Carolyn Jordan

Chief Relationship Officer , Neighborhood CU

Jennie Boden

CEO , Quantum Governance

Delana Huling

President & CEO, Baylor Health Care System CU

Epsy Pablano

Training Manager , AACUC

John Janclaes

President, NYMBUS

Matt Roe

Chief Revenue Officer, Open Lending, LLC

Jason Bedsworth

Founder & President , CFS Insight

Dayatra Matthews

CLO and GC , LGFCU/Civic FCU

Billy Guthrie

Managing Director , Darling Consulting Group

Joe Kennerson

Managing Director , Darling Consulting Group

Lynette Smith

DIrector of Engagement , Quantum Governance, L3C

LaSonya Berry

Founder & CEO, McPherson, Berry & Associates

Peter Duffy

Managing Director, Piper Sandler Companies

Troy Del Valle

Sr VP of Data Services , Hudson Valley CU

Matt Maguy

Co-Founder, James & Matthew , JXM

Whitney Anderson

Board Chair , AACUC

Barbara Mojica

Executive Director , National Latino Association of Credit Union Professionals

Emma Hayes

Chief Learning & Engagement Officer , SECU

Juan Fernandez

President & CEO , Louisiana Credit Union League

Tracey Jackson

CFO , Resource One CU

Erin Mendez

CEO, Patelco Credit Union

The CU Leadership Convention is one of the largest events in the country bringing together credit union directors, CEOs, Presidents, and C-suite executives from across the nation.
Keynote speakers and entertainment acts have featured Dan Rather, Jon Taffer, Cal Ripken Jr., Chris Gardner, Howie Mandel, Jay Leno, and Penn & Teller. Most importantly, the convention hosts more than 60 industry experts to share best practices and guidance to help credit unions of all sizes grow and better serve their employees, members and their communities. In addition, the convention includes more than 50 solution providers in its exhibit hall showcasing the newest technology and services available to credit unions.
Celebrating its 47th anniversary July 30-August 2, 2024 at The Mirage in Las Vegas, the CU Leadership typically hosts more than 1,200 credit union leaders. Content is focused on the key areas of managing credit unions including lending, Fintech, DEI, cybersecurity, DEI, finance, leadership, Generative AI, member service, and branding. The convention is hosted by PEI Group, and is not affiliated with any trade group or political organization so we can give you unvarnished content designed to help you grow and solve your toughest challenges.