Register TODAY to guarantee your seat!

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 Caesars Palace from July 30-August 2, 2024 in America’s most exciting city: Las Vegas!


Proud partners with

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Download the 2024 CU Leadership Convention Survival Guide

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

3 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.”


Join us for our Opening-Night Reception Featuring: Las Vegas Icon & Comedian of Year Winner 9 Years in a Row,

Rita Rudner!

A house-filling favorite in Las Vegas since she opened as one of the hottest tickets in town, Rudner is known for her epigrammatic one-liners. Honored as Las Vegas’s Comedian of The Year for nine consecutive years and recipient of the prestigious Casino Entertainment Legend Award in 2017, Rudner’s comedic brilliance is a must-see experience. From her Emmy-nominated HBO specials to her record-breaking performances at Carnegie Hall, Rita’s comedic charm and razor-sharp humor have captivated audiences across the globe. Don’t miss the chance to witness the brilliance of Rita Rudner, a true legend whose humor and heart have delighted millions!

(Please note: Attendance is strictly limited to registered attendees and registered guests.)

Thursday, Aug 1, 10:45 am – 12:30 pm

CEO Forum: Practical Leadership Strategies to Unleash Greatness in Others

Stephen M.R. Covey

Note: This special forum is ONLY available to CEOs. A separate registration fee of just $195 is required.


BONUS: Every CEO Forum registrant also receives a signed copy of his newest best-selling book.

Find out how truly great leaders unleash greatness in others – and how you can too each day in your credit union. You will learn how to apply the 3 stewardships of a Trust & Inspire leader by applying a practical and actionable framework that includes:

  • Modeling: Who you are
  • Trusting: How you lead
  • Inspiring: Connect to why

Stephen brings with him decades of leadership experience as the former President & CEO of the Covey Leadership Center, founded by his late father and author of the seminal leadership book, 7 Habits of Highly Effective People. As head of the Covey Leader Center, Stephen M.R. Covery nearly doubled revenues, increased profits by 12 times, and boosted shareholder value by 67 times as the company grew to become the largest leadership development firm in the world.

 

A Harvard MBA, Stephen co-founded and currently leads FranklinCovey’s Global Speed of Trust Practice. He is a highly sought-after international speaker who has taught trust and leadership in 57 countries to business, government, military, education, healthcare, and NGO entities.

Today’s world of work and culture calls for a radical shift in the way we lead in the 21st century, and Stephen will show you how.

 

Keynote: Thursday, August 1, 9:00 – 9:40 am 

Trust and Inspire: The Leadership Solution for a New Era of Work

Stephen M.R. Covey

Trust & Inspire is a new way of leading that starts with the belief that people are creative, collaborative, and full of potential. People with this kind of leader are inspired to become the best version of themselves and to produce their best work. People don’t want to be managed; they want to be led. Discover how to lead effectively, drive incredible performance, and put into practice the fundamental beliefs of a Trust & Inspire Leader.

Plus, ALL CEOS are invited to special workshop with with New York Times and #1 Wall Street Journal bestselling author, Stephen M.R. Covey as he shows step-by-step how to boldly apply a Trust & Inspire leadership style.

LEARN MORE

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.

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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

Strategies to Leverage Banking Data and AI to Deepen Member Relations

Tom Tobin, Founder & CEO, Modelshop

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 Questions You Should Be Asking to Boost Your Website’s ROI (But Probably Aren’t)

Katie Stone, CEO & Co-owner;
PixelSpoke

Recruit & Retain Your Highest Performers in the C-suite

John Moreno, Managing Partner; Newcleus Credit Union Advisors

The Magic of Empathetic Leadership: Communication Technique to Lead with Empathy

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”

Spy Games: How to Decode Personality Types to Boost Communication

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

Healthy Growth in the Age of Uncertainty

Kerala Taylor, CUDE, Co-owner and Director of Marketing & Impact

Leadership Principles for High-Performance 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, VP of Community Engagement, USF Federal Credit Union

Resiliency: The Cornerstone of Success in Rapidly Changing Environment

Milton Hunt, President;
MiltonHunt.net 

Going Beyond the M&A Headlines: Lessons Learned From Both Sides of the Deal

Travis Markley, CEO,
Hoosier Hill CU

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

Tyrone Muse, President/CEO;
Visions FCU

DEI Panel: Best Practices to Serve More Members & Create a Better Experience for All

Espy Poblano, Training Manager, AACUC

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

Susan Mitchell, CEO; Mitchell Stankovic and Associates

Recruitment and Retention Strategies for CU Lending Departments

Paul Marston, COO, HR Performance Solutions

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

Jen Anthony, Vice President,
Think/Stack

Going Beyond the M&A Headlines: Lessons Learned From Both Sides of the Deal

Maryellen Valaitis, Former Director, McGraw-Hill FCU

Rebuilding Trust: A Journey of Strengthening Board and Executive Relationships

Liz Ponder, Senior Executive,
SRP FCU

Underground Collision: Generative AI – Who’s Gonna Tell Your Story?

Ashley Holloway, Partner Sales Manager, Amazon

Allyship Through a DEI Lens — Even When the View Isn’t Always Popular

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

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

LaTonya Allen, Chief Lending Officer at Government Printing Office Federal Credit Union

Connection and Contribution: How to Make Belonging the Linchpin in Your Strategic Advantage

Dohnia Dorman, Chief Experience Officer, African American CU Coalition

Why Volume is the Greatest of the Big Data V’s

Adam Wright, Operations Director – CUDX, Trellance

Revolutionizing Member Experience By Harnessing the Power of AI and Data

Anne Legg, Founder & President, Thrive Strategic Services

Allyship Through a DEI Lens — Even When the View Isn’t Always Popular

John Bissell, President & CEO, Greylock FCU

Two-Minute Spotlight

Carolyn Jordan, Chief Growth Officer, Neighborhood CU

Governance: Best Practices for Directors & Senior Leadership to make a Quantum Leap for their Board & their CU

Jennie Boden, CEO, Quantum Governance

Allyship Through a DEI Lens — Even When the View Isn’t Always Popular

Emma Hayes, Chief Learning & Engagement Officer, SECU

CEO Panel – Lessons in Leadership

Delana Huling, President & CEO,
Baylor Health Care System Credit Union

Increasing Human Digital IQ to Harness the Power of Artificial Intelligence

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

Go Small to Go Big! How to Capitalize on an Innovative Growth Strategy Serving Niche Markets

John Janclaes, President & CEO, NYMBUS CUSO

EI vs AI: 5 Powerful Lessons for Credit Union Leaders

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

What’s Your Philosophy About Executive Benefits?

Maria Kell, Co-Founder, Kellmore

Key Habits of Highly Effective Analytics Programs in CUs Today

Jason Bedsworth, Founder & President, CFS Insight

DEI Panel: Best Practices to Serve More Members & Create a Better Experience for All

Dayatra Matthews, CLO and GC, LGFCU/Civic FCU

Repositioning the Deposit Strategy

Billy Guthrie, Managing Director, Darling Consulting Group

Governance Pathways for Strategic Growth

Lynette Smith, Chief Engagement Officer, Quantum Governance & retired President/CEO, TruEnergy FCU

Top 5 Methods to Leverage Your Culture to Drive Retention and Engagement

LaSonya Berry, CHRO, AACUC / CEO, McPherson, Berry & Associates

6 Practical Financial Management Strategies Every CU Should Consider

Peter Duffy, Managing Director, Piper Sandler

3 Key Habits of Highly Effective Analytics Programs in CUs Today

Michael Scholl, Director of Analytics at Chartway Credit Union

Resiliency: The Cornerstone of Success in Rapidly Changing Environment

Milton Hunt, Founder, MiltonHunt.com

Competitive Conquesting: How to Find and Eat Your Competitor’s Lunch

Jim Pond, Co-Founder, James & Matthew, JXM

Allyship Through a DEI Lens — Even When the View Isn’t Always Popular

Juan Fernandez, President & CEO, Louisiana Credit Union League

Financial Strategies in Uncertain Times

Tracey Jackson, President/CEO, Treasury Department FCU

Repositioning the Deposit Strategy

Joe Kennerson, Managing Director, Darling Consulting Group

CEO Panel – Lessons in Leadership

Debbie Smith, CEO
Georgia United Credit Union

Revolutionizing Member Experience By Harnessing the Power of AI and Data

Troy Hall, Ph.D. I-CUDE, Bestselling author on Talent Retention, international speaker, and founder of Cohesion Culture

HR Strategies for Highly Effective Credit Unions

Sharon Camper, Chief People Officer, Apple FCU

 The Marketing Mosaic for 2025: Credit Union Strategies that Drive Business Results

Shawna Suckow, Author & Speaker

Top 5 AI Strategies Every CMO Must Know to Increase Membership & Retention

Tomer Borenstein,
CTO & Co-Founder, BlastPoint

3 Key Habits of Highly Effective Analytics Programs in CUs Today

Scott Olson, SVP, Chief Data Officer,
CoastHills Credit Union

Curating Executive Benefits for Multicultural Leadership

Kwame Smith, Executive Benefits Specialist, TruStage (formerly CUNA Mutual Group)

 

Data Analytics: Your Credit Union Superpower for Creating Member Value

Tad Carlson, VP – IT Solutions & Development, Royal CU

Potential to Profit: How to Double Auto Loan Profit in Just 12 Months

Eric Fifield, Chief Revenue Officer,
EFG Companies

Two Vastly Different Continents – One Shared Mission

George Ombado, AADE, I-CUDE, HSC
Executive Director/CEO, ACCOSCA

Two-Minute Spotlight

James Pogue, Ph.D, Chief Executive
Officer, JP Enterprises

Cyber Risk: The Greatest Threat to The Credit Union Bottom Line

Marquis Carroll, Chief Executive Officer, MSC Security

The $500+ Billion Opportunity: How to Harness Member Travel Spend to Future Proof Your CU

Maurice Smith, Esq., CEO (ret.), Local Government FCU, M Smith Law, PLC

Potential to Profit: How to Double Auto Loan Profit in Just 12 Months

Johnny Garlichm, Founder,
The Member Closing Center

Managing Investments In A Volatile Market: Practical Approaches CUs Can Easily Apply

Emily Hollis, CEO, ALM First

DEI Panel: Best Practices to Serve More Members & Create a Better Experience for All

Deborah Fears, President & CEO, Chicago Post Office ECU

From Data to Decisions: Leveraging AI to Drive Strategy and Plan for Risk at Your CU

Justin Crawley, Senior Advisor, Abrigo

Disrupting the Credit Union Brand: Fintech Marketing Strategies to Win Back Market Share

Sam Plester, CUDE, CEO & Founder, Mission Brands Consulting

Network Lending: The Future of Cooperative Lending

Ryan Giffin, SVP, Client Success, LendKey

What’s Your Philosophy About Executive Benefits?

Tyler Moore, Co-Founder, Kellmore

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

Matt Roe, Chief Revenue Officer, Open Lending

Go Small to Go Big! How to Capitalize on an Innovative Growth Strategy Serving Niche Markets

Rob Hoyle, Chief Information Officer, Vantage West Credit Union

 

Governance: Best Practices for Directors & Senior Leadership to make a Quantum Leap for their Board & their CU

Nancy Kappler-Foster, former Board Chair, Hudson Valley Credit Union

Real-World, Practical Tactics to Increase Loan Growth & Member Loyalty

John Felton, CEO, Southern Chautauqua Federal Credit Union

Two Vastly Different Continents – One Shared Mission

Ronaldo Hardy, President and CEO, NACUSO

Allyship Through a DEI Lens — Even When the View Isn’t Always Popular

Leigh Brady, President and Chief Executive Officer

Credit Union Fintech Investments: The Good, The Bad, and the Profitable

Nick Evens, President & CEO, Curql Collective, LLC

Winning the Battle for Gen Z

C J Klump, Senior Director, Consumer Credit Products, Visa

Underground Collision: Generative AI – Who’s Gonna Tell Your Story?

Cory Madden, Board Director, Ventura County CU

Underground Collision: Generative AI – Who’s Gonna Tell Your Story?

Raj Bandaru, CIO, Kinecta FCU

 Best Practices to Serve More Members & Create a Better Experience for All

 Sedric Brinson, Chairman and Co- founder, L.E.A.D (Leaders Engaged in Action and Development) MS

8 NEW unmissable 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 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

PROUD PARTNERS WITH

Day 1 Day 2 Day 3 Day 4
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Agenda

Deep Dive Pre-Conference Workshops - Tuesday 30th

Conference Opens
11:00 - 17:00

Convention Registration Opens

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

Deep Dive Pre-Conference Workshop 1 – Financial Management: How to Decipher Your Financials Quickly & Confidently

Tim Harrington

One of the country’s leading experts on CU financial management, Tim Harrington, returns to help directors and C-suite level leaders better interpret the financial statements. It is more critical than ever for all CU leaders to understand the key metrics to help make better and more informed decisions.

Today’s economy is unlike what many have seen in recent history. Inflation continues to remain stubbornly high despite interest rates reaching a 20-year high … unemployment is at a 50-year low … talk of “recessionary pressures” continue to make headlines … the wealth gap is widening … and credit unions are under more pressure to lower costs while adding more services.

Join us in this deep-dive, plain-English workshop as Tim Harrington helps you decode your CU’s financials. You will learn:

  • The 12 critical ratios that matter most so you can decode them in just seconds!
  • Evaluation techniques to determine what each metric means to your CU.
  • Real-world benchmarking data you can use to gauge your CU’s performance.
  • 5 little-known, but very powerful metrics you can use to give your CU an edge.

TAKE HOME: Every attendee gets Tim Harrington’s Financial De-Coding Manual to take back to your CU to begin deciphering your CU’s most important financial figures.

A speaker photo for Tim Harrington

Tim Harrington

CPA, President, TEAM Resources

Read bio
13:00 - 16:00

Deep Dive Pre-Conference Workshop 2 – Governance: Best Practices for Directors & Senior Leadership to Make a Quantum Leap for Their Board & Their CU

Jennie Boden, Nancy Kappler-Foster
As credit unions evolve and adapt to a changing market, their governance must also evolve. Yet, many boards and senior leadership continue to run with the same meeting structure, the same types of leaders, the same committees, and in the same way they have been for years.
Take a deep dive into how some of the country’s leading credit unions are evolving their board governance to solve some of the most difficult challenges facing credit unions today including:
  • The Right Balance: Striking a balance between strategic direction and operational oversight to provide meaningful guidance without overstepping its role.
  • The Right People: Identifying the ideal board of the future and building an effective succession process to obtain it.
  • The Right Structure: Evolving their board-level committee structure for governance success.
Plus, learn first-hand how Hudson Valley Credit Union overhauled its own governance nominations policies and processes and has become a model for attracting and retaining its Ideal board of the future.
A speaker photo for Jennie Boden

Jennie Boden

CEO, Quantum Governance

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A speaker photo for Nancy Kappler-Foster

Nancy Kappler-Foster

Board Treasurer, Hudson Valley Credit Union

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13:00 - 16:00

Deep Dive Pre-Conference Workshop 3 – Growth: Revolutionizing Member Experience by Harnessing the Power of AI and Data

Anne Legg, Dr. Troy Hall, Ph.D. I-CUDE

Tired of not seeing growth in driving deeper member engagement? Curious but also concerned about emerging AI Tools? Unable to identify the frictions in the member experience journey to solve them? Wondering how to integrate member engagement objectives into your culture fully?

Join THRIVE Founder Anne Legg and Cohesion Culture Founder Dr. Troy Hall for a dynamic, hands-on, immersive learning experience. They will unpack the AI landscape to provide an overview of the AI tools and give you a blueprint to cultivate your culture for AI and data consumption.  Working in small groups, you will apply these concepts to real-world scenarios and begin crafting an action plan tailored to your organization.

A speaker photo for Anne  Legg

Anne Legg

Founder & President, Thrive Strategic Services

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A speaker photo for Dr. Troy Hall, Ph.D. I-CUDE

Dr. Troy Hall, Ph.D. I-CUDE

Bestselling author on Talent Retention, international speaker, and founder of Cohesion Culture

Read bio
AACUC Reception
15:00 - 19:00

#DEITuesday AACUC Welcome Events

All registered conference attendees are invited to participate in AACUC’s Welcome Events on #DEITuesday. Kick back and relax in the AACUC Lounge as early as 3:00 p.m. and don’t miss a warm welcome from AACUC leadership at 4:00 p.m. Then, end the night with one of the most highly anticipated AACUC signature events, karaoke including lip sync this year!

Sponsored by:

15:00 - 16:00

Grand Opening of the AACUC Lounge

Be one of the firsts to network and re-connect with friends and colleagues inside the AACUC Lounge. The Lounge is the spot to hang out, connect and recharge.

Presented by:

16:00 - 17:00

AACUC Welcome

Renee Sattiewhite

Join AACUC’s President/CEO Renée Sattiewhite and team as they kick off #DEITuesday with a Vegas-style greeting and a brief special presentation. Meet and greet with fellow members, Board of Directors and Regional Chapter Officers. Plus, learn more about the organization and our partnership with CU Leadership Convention.

Presented by:

A speaker photo for Renee Sattiewhite

Renee Sattiewhite

CEO & Founder, Sattiewhite Training Productions, Inc.

Read bio
17:00 - 19:00

Showtime at Caesars: Karaoke & Lip Sync

Ever dream of performing in Vegas? Here’s your chance! Bring your best vocals or whispers for an entertaining evening of karaoke and lip sync!

Presented by:

Agenda

Conference - Wednesday 31st

Open
07:00 - 17:00

Registration

07:00 - 16:00

AACUC Lounge

All are Welcome!

Network and re-connect with friends and colleagues inside the AACUC Lounge. The Lounge is the spot to hang out, connect and recharge. All registered conference attendees are welcome.

Presented by:

07:00 - 08:45

Exhibit Hall Grand Opening & Continental Breakfast

General Sessions
09:00 - 09:40

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

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.”

A speaker photo for Jackie Joyner-Kersee

Jackie Joyner-Kersee

Olympic Great

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09:40 - 09:50

A "Magical" Interlude

Nash Fung
A speaker photo for Nash Fung

Nash Fung

Magician & Keynote Speaker

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09:50 - 10:30

CEO Panel Discussion: Lessons in Leadership

Renee Sattiewhite, Debbie Smith, Delana Huling

Renee Sattiewhite (moderator)

Leading a credit union today is filled with challenges – and opportunities. Find out how some of the country’s top CEOs are facing some of the most pressing challenges including the increase in remote working, recruitment and retention in a tight labor market, creating a culture of innovation, serving diverse markets, managing growth and much more. Join us for an open, honest conversation about how CEOs are navigating these challenges, and finding new opportunities to better lead their CUs.

A speaker photo for Renee Sattiewhite

Renee Sattiewhite

CEO & Founder, Sattiewhite Training Productions, Inc.

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A speaker photo for Debbie Smith

Debbie Smith

CEO, Georgia United CU

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A speaker photo for Delana Huling

Delana Huling

President & CEO, Baylor Health Care System Credit Union

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10:30 - 11:00

5 x 5: 5 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

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A speaker photo for John Janclaes

John Janclaes

President, NYMBUS

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A speaker photo for Katie Stone

Katie Stone

CEO & Co-owner, PixelSpoke

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A speaker photo for Stan Phelps

Stan Phelps

Author, Forbes Contributor, TEDx Speaker, IBM Futurist

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A speaker photo for Tyrone Muse

Tyrone Muse

CEO, Visions FCU

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11:00 - 11:45

Networking Break in Exhibit Hall

11:45 - 12:45

Pete Crear Lifetime Achievement Awards Luncheon

The African-American Credit Union Coalition’s prestigious biennial award – named after credit union pioneer and WOCCU past president Pete Crear – recognizes a credit union professional or volunteer whose career best embodies the AACUC’s mission to increase the strength of the global credit union community. Join us as we celebrate this year’s honorees. Learn more about the Pete Crear Lifetime Achievement Award here.

Sandra DeVoe Bland,
Board Chairman, SRP Federal Credit Union

Sandra DeVoe Bland is the first female and African American Chairman of SRP Federal Credit Union’s Board of Directors, where she has served for 27 years. Her influence has set strategic direction, amplified members’ voices and reinforced SRP’s commitment to its communities.

 

 

Dan Berger,
Retired CEO, National Association of Federally-Insured Credit Unions (NAFCU)

Before merging with CUNA to become America’s Credit Unions, Dan Berger’s leadership as NAFCU CEO was instrumental in making NAFCU the premiere advocate for the credit union industry. He has been recognized as one of Washington, D.C.’s top lobbyists for 18 consecutive years.

12:45 - 13:15

Networking/Dessert in Exhibit Hall

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

Leadership Summit — Winning the Battle for Gen Z

C. J. Klump

Driven by economic events and generational coming of age, US consumers’ credit card needs and preferences are evolving. Come learn how Gen Z is different from their predecessors and how your organizations can attract, engage, and retain Gen Z customers.

Sponsored by:

A speaker photo for C. J. Klump

C. J. Klump

Senior Director, Consumer Credit Products, Visa

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13:15 - 13:40

Marketing & Branding Summit — Top 5 AI Strategies Every CMO Must Know to Increase Membership & Retention

Tomer Borenstein

Discover the top five AI strategies to attract and retain members at your credit union in a 25-minute session led by BlastPoint’s CTO & Co-Founder. Learn how you can personalize member experiences for greater satisfaction, predict and prevent member churn using AI, deliver optimized product recommendations to boost engagement, and more. Join us to gain actionable insights to help you better predict, understand, and drive member behavior.

Sponsored by:

 

A speaker photo for Tomer Borenstein

Tomer Borenstein

CTO & Co-Founder, BlastPoint

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13:15 - 13:40

FinTech Summit — Go Small to Go Big! How to Capitalize on an Innovative Growth Strategy Serving Niche Markets (session repeats at 2:30 pm)

John Janclaes, Rob Hoyle

You’ve heard the expression riches in niches – a new growth strategy in which brands reap huge rewards focusing on small, but profitable target markets. Think university alumni, workers in the gig economy, newly enlisted family members, and small law firms. Each segment has very different needs that might be better served with a new digital financial brand without the time-consuming challenges of creating a new credit union. Find out how some CUs are creating new all-in-one digital brands to reach new markets, grow market share, and increase their ROA. If you you’re looking for unique growth strategies, you won’t want to miss this session!

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John Janclaes

President, NYMBUS

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Rob Hoyle

Chief Information Officer, Vantage West Credit Union

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13:15 - 13:40

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

Matt Roe

Steep borrowing costs and inflation-driven high prices make buying a vehicle increasingly difficult for those in the near- and non-prime credit segment. On a macro level, these barriers make it harder for lower-credit consumers to achieve upward credit mobility, putting the future of the automotive industry at risk. Learn how you can increase ROA, achieve yield targets and serve the underserved without adding extra risk. In this session you will learn:

  • How younger generations view vehicle ownership and automotive financing.
  • Opportunities to counter consumer distrust in financial institutions and the lending process.
  • How to safely expand risk-based lending activity by identifying creditworthy near- and non-prime borrowers.

Sponsored by:

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Matt Roe

Chief Revenue Officer, Open Lending, LLC

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13:15 - 13:40

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

Jim Bouchard

More than ever, it’s not “just about the money” when it comes to attracting and holding on to top talent. People are going where they know their leaders care, where their work has meaning, and they have a real chance to learn, grow and develop.

In this engaging and interactive session, we’ll confront today’s toughest leadership challenges – head on.

  • Attract – and KEEP – the best people in this fast-moving environment
  • Cultivate leaders at ALL levels – regardless of title or position. Your front line people are the face of your credit union, and your member’s first impression!
  • Learn why human-centric leadership is critical in the ever growing world of AI
  • Connect people to PURPOSE – not just a job
  • Engage people in the face of uncertainty
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Jim Bouchard

Founder, The SENSEI LEADER Movement

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13:15 - 13:40

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

Gabe Krajicek

In a chilling, new report by Citigroup, the banking industry will be the hardest-hit by the deployment of AI, with 54% of roles at risk for AI-led job displacement. AI will indeed change “what” we do as humans, and in many ways, “how” we can improve our roles in the credit union. But the “WHY” that motivates us to do what we do (beyond just a paycheck!) is irreplaceable.  The good news is that the “WHY” matters to consumers. Additional research shows most consumers value genuine human empathy and creativity over AI driven emulations. Find out how to keep pace with new technology while also articulating your “WHY” in an increasingly automated world.

Sponsored by:

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Gabe Krajicek

CEO, Kasasa

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13:15 - 13:40

Financial Summit — 6 Practical Financial Management Strategies Every CU Should Consider

Peter Duffy

It’s safe to say that CU executives have not experienced an economic environment like we have today. Interest rates remain at a 40-year high, deposit growth is waning, investment income is more challenging than ever, and members seem to want everything cheaper – and faster! CUs may operate as non-profit, but profit is indeed needed to meet member and staff expectations. Join Pete Duffy as he share 6 considerations for enhancing the bottom line. These are the same tactics already in practice by top performing CUs you can use right away. Find out the steps every CFO should consider when rates and liquidity return to “normal.” Plus, take home 6 practical strategies you can use to better manage your CU’s finances.

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Peter Duffy

Managing Director, Piper Sandler Companies

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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

It is truly a war for talent in the C-suite right now. CUs are competing with larger institutions that can offer better pay packages, more resources, and more attractive opportunities whether it’s with other credit unions, community banks, FinTechs or other emerging financial services. And once you have someone in place, the challenge is keeping your talent – and not losing them to the competition! Join us for this in-depth session as we discuss the latest trends in recruitment of highly talented individuals and equip you with:

  • A key secret to recruiting high-performers.
  • Practical strategies to match the expectations of highly-talented individuals with your goals.
  • The difference between a truly high performer and average performer (and what it means to you).
  • And 4 key secrets to retaining great talent once they are on-board.

When you leave this dynamic and vital session, you will have the tools you need to be able to set your credit union up for future talent success.

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John Moreno

Managing Partner, Newcleus Credit Union Advisors

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13:50 - 14:20

Marketing & Branding Summit — Healthy Growth in the Age of Uncertainty

Kerala Taylor

Pursuing a growth-oriented focus in uncertain times is more challenging than ever. Now is the time to focus on the values and cooperative principles that set credit unions apart in the financial industry! This interactive session is jampacked with examples of innovative, inspiring initiatives other credit unions have embarked on to supercharge their marketing and impact efforts in the midst of ongoing volatility. You’ll learn how to lean into your credit union superpowers to:

  • Grow your membership and loans
  • Increase community impact
  • Improve the financial well-being of your membership
  • Avoid getting stuck in the reactivity trap

 

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Kerala Taylor

Co-owner and Director of Marketing & Impact

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13:50 - 14:20

Fintech Summit — Credit Union Fintech Investments: The Good, The Bad, and the Profitable

Nick Evens

Explore the highs and lows of fintech investments for credit unions. In this session, industry expert Nick Evens will highlight successful investments, common pitfalls, and how to de-risk investments for profitability, relevancy, and competitiveness. In this session you will learn how to:

  • Spot high potential fintech opportunities that align with your credit union’s strategic goals and have the potential for high returns.
  • Gain insights into the most common mistakes credit unions make when investing in fintech and how to avoid them to protect your assets and reputation.
  • Leverage the newest tech to stay competitive and meet the evolving needs of your members.
  • Uncover the “Curql Method” for de-risking fintech investments to ensure profitability and sustainability
  • Discover emerging trends that could impact your credit union’s investment strategy and overall business model.
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Nick Evens

President & CEO, Curql Collective, LLC

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13:50 - 14:20

Lending Summit — 7 Tactics to Increase Your Loan Portfolio and Non-Interest Income (session repeats Thursday, 10:45 - 11:15 am)

Latonya Allen, CUDE

As lending and non-interest income continue to wane at CUs nationwide, some are bucking the trend and experiencing dramatic growth. Find out how to increase your loan portfolio and non-interest income using some of the same highly-effective lending strategies Latonya Allen uses at GPO FCU that have generated a 17.1% ROI on one loan campaign, a 74% credit card penetration rate and 41% overall loan growth rate during the past 2 years. Whether you are looking to enhance your member loyalty programs, increase auto lending or grow your credit card program, you’ll take home practical strategies you can use right away.

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Latonya Allen, CUDE

Chief Lending Officer at Government Printing Office Federal Credit Union

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13:50 - 14:20

HR Summit — HR Strategies for Highly Effective Credit Unions

Sharon Camper

Discover how Apple FCU, one of the country’s largest and most innovative credit unions, is solving some of the movement’s toughest challenges today including: talent acquisition, leadership development and employee engagement. Learn how the CU is following a 3-year HR strategy to help measure its effectiveness, improve management performance, develop talent, and get an inside look at how the CU plans to re-scale and up-scale staffing as AI changes the workplace. Plus, find out how Apple FCU is retaining 95% of its management with its leadership development program and how it has managed to keep its overall turnover rate under 15%. Take home real-world HR strategies that you can use in your own CU.

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Sharon Camper

Chief People Officer, Apple FCU

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13:50 - 14:20

Trending Summit — Strategies to Leverage Banking Data and AI to Deepen Member Relations

Tom Tobin

AI is allowing credit unions to make better credit decisions, improve efficiency, personalize loan offers, increase retention, and decrease costs without having to employ data scientists and coders to make it all happen. What once tooks months can be done in days. Find out how the most forward-thinking credit unions are employing banking data and the newest AI technology to better serve members, increase member retention and improve back-end and front-end operations. Get the tools and strategies you need to take advantage of the latest data sources and newest AI solutions that you can begin to employ quickly and easily.

Sponsored by:

 

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Tom Tobin

Founder & CEO, Modelshop

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13:50 - 14:20

Financial Summit — Repositioning the Deposit Strategy

Billy Guthrie, Joe Kennerson

The market has spoken, and the Fed has signaled a pivot. At least for now. The recent bond market rally and expected Fed cuts mean that the peak in deposit competition for this cycle is likely behind us. Now the question is, what lies ahead on the other side? The yield curve remains inverted and margin pressure is not going away in the short run. In fact, deposit rates lag on the way down just as they do on the way up. What will be your plan? Join Darling Consulting Group as they explore the 2024 deposit strategy outlook.

Sponsored by:

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Billy Guthrie

Managing Director, Darling Consulting Group

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Joe Kennerson

Managing Director, Darling Consulting Group

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14:20 - 14:30

Transitional Break

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

Leadership Summit — Leadership Principles for High-Performance Boards

Tim Harrington

Quick Quiz: What is your board’s purpose? Is it to oversee the safety & soundness of the credit union? Or, is the purpose to push the CU forward to success and relevancy in an uncertain future? It’s a trick question; the answer is both. But most boards either ignore or are unaware of the second answer. Those that choose the easy path and don’t force themselves into the unknown – and simply work to maintain the status quo in a familiar and predictable market – risk losing their members and often struggle just to survive. Discover how high-performance boards are transforming their CUs by moving beyond their “safety and soundness” focus and becoming collaborators with management to create the preferred brand and a successful future for the credit union.

 

 

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Tim Harrington

CPA, President, TEAM Resources

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14:30 - 15:00

Marketing & Branding Summit — Disrupting the Credit Union Brand: Fintech Marketing Strategies to Win Back Market Share

Sam Plester, CUDE

With neobanks and fintech staking an ever-greater claim on consumer wallets, is the onus now on credit unions to disrupt the market? Explore some of the most successful brand and marketing strategies employed by emerging and established fintech, and how that playbook can be adapted to help credit unions win with consumers who just want everything faster, cheaper and on-demand.

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Sam Plester, CUDE

CEO & Founder, Mission Brands Consulting

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14:30 - 15:00

FinTech Summit — Go Small to Go Big! How to Capitalize on an Innovative Growth Strategy Serving Niche Markets (session repeated from 1:15 - 1:40 pm)

John Janclaes, Rob Hoyle

You’ve heard the expression riches in niches – a new growth strategy in which brands reap huge rewards focusing on small, but profitable target markets. Think university alumni, workers in the gig economy, newly enlisted family members, and small law firms. Each segment has very different needs that might be better served with a new digital financial brand without the time-consuming challenges of creating a new credit union. Find out how some CUs are creating new all-in-one digital brands to reach new markets, grow market share, and increase their ROA. If you you’re looking for unique growth strategies, you won’t want to miss this session!

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John Janclaes

President, NYMBUS

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Rob Hoyle

Chief Information Officer, Vantage West Credit Union

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14:30 - 15:00

Lending Summit — Potential to Profit: How to Double Auto Loan Profit in Just 12 Months

Eric Fifield, Johnny Garlich

Over the past decades, CU direct loan loyalty has halved, with 75% of members now using the dealer channel for auto loans. Join us for an interactive session demonstrating a novel strategy to put CUs back in control of their members’ auto loans, boosting profit per loan by 35%-40%. Learn how creatively structuring loans can save members thousands in ownership costs and provide the car ownership experience they hope for. Enjoy this entertaining presentation where speakers use crowd feedback to reveal how to double direct loan revenue, and make direct loans the launchpad for growing profitable member relationships in 2024.

Sponsored by:

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Eric Fifield

Chief Revenue Officer, EFG Companies

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Johnny Garlich

Founder, The Member Closing Center

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14:30 - 15:00

HR Summit — Top 5 Methods to Leverage Your Culture to Drive Retention and Engagement

LaSonya Berry, SPHR

Deloitte’s research shows 94% of executives and 88% of employees believe a distinct workplace culture is important to organizational success. Today’s evolving workplace dynamics has ensured that leaders focus on their culture to maintain competitiveness. Employees are well informed about how they want to work and are not shy about their needs. In this session, leaders will hear the top five strategies to refine and leverage their culture to achieve their business goals while also retaining their top talent. Discover the same methods other CUs are using to increase retention and boost engagement by 30%. This session will provide participants with:

  • How emotional wellness and safety impacts engagement
  • The five methods HR leaders should include in their operational plan
  • Practical strategies to reduce turnover and support employees
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LaSonya Berry, SPHR

CHRO, AACUC / CEO, McPherson, Berry & Associates

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14:30 - 15:00

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

Jason Bedsworth, Scott Olson, Michael Scholl

The most effective analytics programs in credit unions are built on 3 key habits: (1) Creating a culture of data-driven decision-making; (2) Building a learning environment around analytics and, (3) Focusing attention on just 5 critical metrics that drive your credit union. Join this panel discussion as some of the credit union movement’s leading analytics executives share how they are applying these 3 key habits to better serve their operations and their members. Take home the same strategies that have grown membership by over 35% through data driven marketing, eliminated thousands of hours of repetitive / manual reporting and saved millions of dollars in losses from fraud. This session is designed for all management levels and data/analytic team members.

Sponsored by:

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Jason Bedsworth

Founder & President, CFS Insight

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Scott Olson

SVP, Chief Data Officer, CoastHills Credit Union

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Michael Scholl

Director of Analytics, Chartway Credit Union

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14:30 - 15:00

Financial Summit — Going Beyond the M&A Headlines: Lessons Learned From Both Sides of the Deal

Peter Duffy, Maryellen Valaitis, Travis Markley

The fastest path to growth is through either a merger or acquisition. But not all M&As are successful. Get a behind the scenes look from both sides of the deal to learn why an M&A might work for you … how to assess potential partners for a merger or acquisition … what to consider when evaluating key deal points and pricing … how to properly conduct due diligence … and best practices for communicating with all stakeholders to keep your key people engaged. Join us for a no-holds barred discussion to learn how one deal succeeded, and another fell apart at the 11th hour. Don’t miss it. This is one everyone will be talking about.

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Peter Duffy

Managing Director, Piper Sandler Companies

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Maryellen Valaitis

Former Director, McGraw-Hill FCU

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Travis Markley

President & CEO, Hoosier Hills Credit Union

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Post-Conference
15:00 - 16:00

Happy Hour in the Exhibit Hall with Nash Fung

Relax and unwind after a full day of inspiration and guidance at Happy Hour in the Exhibit Hall. Plus, enjoy some “street magic” with Magician Nash Fung!

Sponsored by:

19:30 - 20:30

Opening Night Entertainment with Rita Rudner

Opening Night Comedy with Rita Rudner is only open to registered attendees, guests and vendors. Must have your badge to enter.

A house-filling favorite in Las Vegas since she opened as one of the hottest tickets in town in June 2000, Rudner is known for her epigrammatic one-liners. Over the course of a multi-year run she sold almost two million tickets, grossed over a hundred million dollars and become the longest-running solo female comedy show in the history of Las Vegas. She was named Las Vegas’s Comedian of The Year nine years in a row and in 2006 received The Nevada Ballet’s Woman Of The Year Award. In October 2017 she was given the Casino Entertainment Legend Award.

Rita’s first solo HBO special, Rita Rudner’s One Night Stand, was nominated for several awards, as was her eponymous English BBC television show that later appeared in the USA on A&E. Rudner’s two one-hour specials for HBO, Born to Be Mild and Married Without Children, were ratings standouts and she performed all over the country, filling Carnegie Hall in New York three times. In 2008 Rita Rudner: Live From Las Vegas was PBS’s first ever stand-up comedy special.

Rita Rudner has written six books; her bestselling non-fiction titles, Naked Beneath My Clothes, Rita Rudner’s Guide to Men and I Still Have It…I Just Can’t Remember Where I Put It, plus the novels Tickled Pink and Turning the Tables.  The audio version of Naked Beneath My Clothes received a Grammy nomination. Her autobiography, My Life in Dog Years, was published earlier this year.

Drink Service Hosted by:

Agenda

Conference - Thursday 1st

Open
07:00 - 16:00

AACUC Lounge

Network and re-connect with friends and colleagues inside the AACUC Lounge. The Lounge is the spot to hang out, connect and recharge. All registered conference attendees are welcome.

Presented by:

07:30 - 09:00

Exhibit Hall Open

07:30 - 08:45

Breakfast of Champions

Come prepared to share with your peers ONE idea that worked in your CU, and enjoy a delicious breakfast to begin the day! All attendees have been asked to RSVP to ensure availability.

General Sessions
09:00 - 09:40

Opening Keynote: Trust and Inspire: The Leadership Solution for a New Era of Work

Stephen M.R. Covey

Our world has changed drastically in just the last few years. Unfortunately, leadership styles have not. Although many might not like to admit it, most organizations still operate from a model of “Command & Control” focusing on hierarchies and compliance. Yet, the world, the workforce, the work itself, and the choices we now have for where and how to work and live have all changed – and the old rules of leadership no longer apply.

Trust & Trust & Inspire is a new way of leading that starts with the belief that people are creative, collaborative, and full of potential. People with this kind of leader are inspired to become the best version of themselves and to produce their best work. People don’t want to be managed; they want to be led. Discover how to lead effectively, drive incredible performance, and put into practice the fundamental beliefs of a Trust & Inspire Leader.

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Stephen M.R. Covey

Bestselling Author, Trust & Inspire

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09:40 - 10:20

The Magic of Empathetic Leadership: Communication Techniques to Lead with Empathy

Nash Fung

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.

A speaker photo for Nash Fung

Nash Fung

Magician & Keynote Speaker

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10:20 - 10:30

2024 Renée Sattiewhite Neoteric Changemaker Award Ceremony

10:30 - 10:45

Transitional Break

Breakout Summits Sessions Resume
10:45 - 11:15

Leadership Summit — Curating Executive Benefits for Multicultural Leadership

Kwame Smith

Description – This presentation explores an often-overlooked method for accelerating diversity in the C-suite: evolving executive compensation strategy to meet the needs of a multicultural workforce. An overview on the brief state of the industry, credit union leadership statistics, and DEI-centered challenges, leads into a discussion on five contemporary executive mindsets that are emerging as the C-suite becomes more diverse. The session concludes with a set of empathetic questions leaders can ask of their sitting and successive executives to reach greater parity with their expectations.

Sponsored by:

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Kwame Smith

Executive Benefits Specialist, TruStage (formerly CUNA Mutual Group)

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10:45 - 11:15

Marketing & Branding Summit — Competitive Conquesting: How to find and eat your competitor's lunch

Jim Pond

This workshop is designed to equip credit union leaders with ultra-effective strategies for reaching potential members who are currently exploring or have already engaged with rival financial institutions. Participants will gain insights into how to harness competitive intelligence to its fullest, with a deep dive into how cutting-edge tactics like precise geofencing, device ID retrospection, and automatic content recognition (ACR) are driving astonishing outcomes.

CU marketers will discover how these incredibly potent new promotional techniques and cutting-edge marketing technology tools are revolutionizing the landscape of digital marketing engagement. Take home:

  • Strategies for reaching individuals who receive marketing from competing CUs
  • Methods to engage with prospects who have previously conducted transactions with rivals
  • Tactics to capture the attention of prospects exposed to ads from other financial institutions
  • Advanced geofencing strategies to target prospects who have visited the physical branches of competing CUs
  •  Tips to construct custom member segments based on online activities related to competitors
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Jim Pond

co-founder, JXM

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10:45 - 11:15

DEI Summit — Best Practices to Serve More Members & Create a Better Experience for All (Panel)

Dayatra Matthews, Deborah Fears, Espy Poblano, Sedric Brinson

For CUs to grow, they must serve more diverse markets that make everyone feel welcome. The question is how best to go about creating an effective DEI culture both internally and externally? Discover how some of the country’s most innovative CUs are effectively managing their DEI strategies with member programs designed to serve all members, unique supplier diversity initiatives, regular reviews to determine what’s working and what needs improvement, and much more.

Presented in Partnership with

A speaker photo for Dayatra Matthews

Dayatra Matthews

CLO & GC, LGFCU/Civic FCU

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A speaker photo for Deborah Fears

Deborah Fears

President & CEO, Chicago Post Office Employees CU

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Espy Poblano

Training Manager, AACUC

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A speaker photo for Sedric  Brinson

Sedric Brinson

Chairman and Co-founder, L.E.A.D (Leaders Engaged in Action and Development) MS

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10:45 - 11:15

Lending Summit — 7 Tactics to Increase Your Loan Portfolio and Non-Interest Income (session repeated from Wednesday, 1:50 - 2:30 pm)

Latonya Allen, CUDE

As lending and non-interest income continue to wane at CUs nationwide, some are bucking the trend and experiencing dramatic growth. Find out how to increase your loan portfolio and non-interest income using some of the same highly-effective lending strategies Latonya Allen uses at GPO FCU that have generated a 17.1% ROI on one loan campaign, a 74% credit card penetration rate and 41% overall loan growth rate during the past 2 years. Whether you are looking to enhance your member loyalty programs, increase auto lending or grow your credit card program, you’ll take home practical strategies you can use right away.

A speaker photo for Latonya Allen, CUDE

Latonya Allen, CUDE

Chief Lending Officer at Government Printing Office Federal Credit Union

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10:45 - 11:15

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

Milton Hunt

Grab a seat early for this one as Milton Hunt, one of the most popular speakers from 2023, returns to help you overcome stress and challenging circumstances whether you are working on the frontlines, in the office, the boardroom or from home. Resiliency is a necessary skill for CU leaders that can be improved over time with the right toolset. When someone is resilient, they are able to respond to change in an effective and positive manner. Milton will give you the tools you need to overcome the roller coaster of change … identify the characteristics to adapt in uncertain times … develop resilience in yourself … and support its development in others. Milton is an edu-tainer, a motivator and an energizer. This is one everyone will be talking about!

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Milton Hunt

President, author of 10 Keys to Maximizing Your Potential

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10:45 - 11:15

Trending Summit — The $500+ Billion Opportunity: How to Harness Member Travel Spend to Future Proof Your CU

Maurice Smith, Esq.

Credit union members spend an estimated $500+ billion per year on travel. Most credit unions are missing this opportunity and losing market share to banks who meet their travel needs. It’s time for your credit union to take a stand! Learn how to harness your members’ spend and develop a tailored travel strategy proven to enhance member engagement, deposits, market share, and your bottom line.

Sponsored by:

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Maurice Smith, Esq.

CEO (ret.), Local Government FCU, M Smith Law, PLC

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10:45 - 11:15

Tech Demo - Abrigo and Open Lending

Justin Crawley, Matt Roe

Connecting the Dots: Improving the Management Decision-Making Process with Abrigo Connect

Join us for an engaging demonstration of Abrigo Connect, a cutting-edge analytics tool designed to enhance decision-making capabilities across credit unions. This session will explore how Abrigo Connect leverages artificial intelligence, natural language search, and advanced analytics to transform raw data into actionable insights that empower credit union leaders.

Speaker: Justin Crawley, Senior Advisor, Abrigo

Sponsored by:

New Fundamentals of Automotive Lending

The recent changes in automotive retailing and lending technology are driving new fundamentals in automotive lending. This session will shed light on fundamentals that auto lenders should consider in their operations. 

Speaker: Matt Roe, Chief Revenue Officer, Open Lending

Sponsored by:

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Justin Crawley

Senior Advisor, Abrigo

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Matt Roe

Chief Revenue Officer, Open Lending, LLC

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10:45 - 11:15

CU Connect – Why Volume is the Greatest of the Big Data V’s

Adam Wright

(Invitation only please)

When it comes to big data, credit unions have pursued the three V’s—volume, velocity and variety—with equal effort. The rise of AI is changing this dynamic. In today’s battle for big-data budget, volume is inching slightly ahead of its velocity and variety of competitors.

That’s because AI is ravenous for data—big data. The bigger, the better.

When credit unions expand the volume of data that fuels their analytics, they will finally be able to deliver the personalized, predictive experiences today’s members expect.

In this session, CUDX’s Adam Wright will explore what can happen when credit unions feed into and share access to a rich, anonymized and analytically valuable data set.

Sponsored by:

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Adam Wright

Managing Director of CUDX Operations, Trellance

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10:45 - 12:30

CEO Forum: Practical Leadership Strategies to Unleash Greatness in Others

Stephen M.R. Covey

Note: This special forum is ONLY available to CEOs. A separate registration fee of just $195 is required.

CEOs are invited to a special workshop with New York Times and #1 Wall Street Journal bestselling author, Stephen M.R. Covey as he shows step-by-step how to boldly apply a Trust & Inspire leadership style.

Find out how truly great leaders unleash greatness in others – and how you can too each day in your credit union. You will learn how to apply the 3 stewardships of a Trust & Inspire leader by applying a practical and actionable framework that includes:

  • Modeling: Who you are
  • Trusting: How you lead
  • Inspiring: Connect to why

Stephen brings with him decades of leadership experience as the former President & CEO of the Covey Leadership Center, founded by his late father and author of the seminal leadership book, 7 Habits of Highly Effective People. As head of the Covey Leader Center, Stephen M.R. Covery nearly doubled revenues, increased profits by 12 times, and boosted shareholder value by 67 times as the company grew to become the largest leadership development firm in the world.

A Harvard MBA, Stephen co-founded and currently leads FranklinCovey’s Global Speed of Trust Practice. He serves on numerous boards, including the Government Leadership Advisory Council, and he has been recognized with the lifetime Achievement Award for “Top Thought Leaders in Trust” from the advocacy group, Trust Across America/Trust Around the World.

Stephen is a highly sought-after international speaker who has taught trust and leadership in 57 countries to business, government, military, education, healthcare, and NGO entities.

Today’s world of work and culture calls for a radical shift in the way we lead in the 21st century, and Stephen will show you how.

A speaker photo for Stephen M.R. Covey

Stephen M.R. Covey

Bestselling Author, Trust & Inspire

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11:15 - 11:45

Networking Break in Exhibit Hall

Breakout Summits Sessions
11:45 - 12:30

Leadership Summit — From Data to Decisions: Leveraging AI to Drive Strategy and Plan for Risk at Your Credit Union

Justin Crawley

Are you curious about AI and how it could be the key to unlocking your credit union’s full potential?

In this session, credit union executives will learn how to harness the power of AI by taking raw data and transforming it into actionable insights for strategic planning and risk mitigation. Whether it’s identifying growth opportunities, understanding employee efficiency, and anticipating future risks, integrating AI into your institution’s reporting and dashboarding will be imperative in this ever-changing financial landscape.

Join us to discover innovative approaches to visualizing data, enabling more effective board reporting and streamlined decision-making.

Sponsored by:

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Justin Crawley

Senior Advisor, Abrigo

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11:45 - 12:30

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

Stan Phelps

True differentiation in banking is rare. CUs need solutions to stand out and not just settle in a sea of sameness. This session features an unconventional eight-part F.L.A.W.S.O.M.E. framework for achieving competitive separation.

As a result of this session, you will take away:

  1. Tools:Get equipped with how to uncover weakness and weirdness in their DNA.
  2. Skills: Understand how to design in order to amplify uniqueness.
  3. Empathy: Gain a deeper appreciation for the need to exceed customer expectations.
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Stan Phelps

Author, Forbes Contributor, TEDx Speaker, IBM Futurist

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11:45 - 12:30

DEI Summit — Allyship Through a DEI Lens: Even When the View Isn’t Always Popular

John Bissell, Barbara Mojica, Emma Hayes, Juan Fernandez, Leigh Brady

Let’s face it. For many, DEI is suddenly taboo. Elon Musk recently posted, “DEI must DIE.” It is more challenging than ever to have discussions about DEI practices, and it can be even more challenging for allies to step up and support change amid a growing backlash. Join us for an open, honest discussion about how CU leaders can be an advocate for others … how to strike a balance between serving members and protecting employees … when to stand by someone and when to speak up … how to move past the acronym and create equal access for all, inside and outside the walls of the CU … and how to ensure open financial access to everyone in your community.

Presented in Partnership with

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John Bissell

President & CEO, Greylock FCU

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Barbara Mojica

Executive Director, National Latino Association of CU Professionals

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Emma Hayes

Chief Learning & Engagement Officer, SECU

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Juan Fernandez

President & CEO, Louisiana Credit Union League

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Leigh Brady

President and Chief Executive Officer, SECU

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11:45 - 12:30

Lending Summit — Network Lending: The Future of Cooperative Lending

Ryan Giffin

Today credit unions face unprecedented challenges and opportunities. Traditional lending models are being disrupted by technological advancements and changing consumer preferences, necessitating innovative solutions. This presentation explores network lending, a cooperative model where financial institutions pool resources, agree on common underwriting and pricing standards, and optimize liquidity management by collectively originating, buying, and selling loans. Through insightful case studies and practical strategies, attendees will gain a comprehensive understanding of how network lending can facilitate access to broader lending opportunities, improve risk management, streamline processes, and enhance competitiveness. You get the same strategies used by other CUs that have gained access to a younger demographic (average of 28 years old), borrowers with average FICOs of 750 and average income of $130,000, and improved liquidity management. Don’t miss this opportunity to learn about the transformative potential of network lending and how it can drive growth, efficiency, and member satisfaction.

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Ryan Giffin

SVP, Client Success, LendKey

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11:45 - 12:30

HR Summit — Increasing Human Digital IQ to Harness the Power of Artificial Intelligence

Zach Christensen

AI will not replace jobs; your organization will choose to replace jobs. This session discusses the importance of increasing Digital IQ across all levels of your organization, from Board Members to Member Service Representatives (MSRs), ensuring that everyone is equipped to thrive in this new era of work. Join us to explore actionable strategies for leveraging AI within your credit union. Understand how to foster a culture of continuous learning and digital literacy, enabling your team to effectively utilize AI technologies. Gain insights into real-world applications of AI that can streamline operations, improve member services, and drive strategic and operational decision-making. Don’t let your credit union be left behind – join us to increase your Human Digital IQ and leverage AI to your benefit.

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Zach Christensen

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

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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

The most recent attack that crippled more than 60 credit unions showed just how vulnerable many CUs are to ransomware attacks. Find out how to arm yourself before an attack and respond in the “fog of war” so you never have to pay a dime – and resume operations safely and soundly within hours, not weeks. Discover the 4 practical strategies from prevention to response every CU must follow whether you are managing your cybersecurity in-house or through a third-party vendor. Plus, take home the lessons learned from the most recent attacks to ensure your CU and your members’ data is protected.

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Jen Anthony

Vice President, Think|Stack

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11:45 - 12:30

Financial Summit — Financial Strategies in Uncertain Times

Tracey Jackson

As we navigate this uncertain economic environment, it’s crucial to stay informed and prepared. In this interactive session, insights and strategies will be shared that can help you manage risks, identify opportunities, and make informed decisions to safeguard and grow your credit union. You will get practical, actionable advice that you can implement immediately to enhance financial resilience.

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Tracey Jackson

President/CEO Treasury Department FCU

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Lunch Break
12:30 - 13:15

Networking Luncheon

12:30 - 13:15

CEO Summit Luncheon

13:15 - 13:45

Networking Break in Exhibit Hall Exhibit Hall Finale

Guest Experiences
14:00 - 16:30

Two Guest Experiences to choose from!

Guest Experience Packages

(Choose 1 of 2 options held Thursday afternoon, Aug 1. Limited only to Registered Guests.)

GUEST EXPERIENCE PACKAGE INCLUDES:

  • One admittance to either the Meow Wolf Tour OR the Mob Museum & Speakeasy Tour
  • One admittance to 9 Time Comedian of Year Winner, Rita Rudner!
  • All conference continental breakfasts (not including Breakfast of Champions).
  • Access to ALL refreshments, plated luncheons and dessert socials.

Step into the Past: Experience Las Vegas’ Underworld at the Mob Museum & Speakeasy

Uncover the fascinating stories of organized crime, the notorious figures that shaped Las Vegas as we know it. Take a guided tour of the museum and it’s exhibits located in the historic former U.S. Post Office and Courthouse. Explore the distillery to learn about the art of moonshine production and enjoy a taste of this historic spirit. Be sure you know the password to stop by the speakeasy, where we will relax and savor a crafted cocktail in an authentic Prohibition-era setting. The Mob Museum offers an immersive journey into a captivating chapter of American history!

  • 1:30pm: Meet at Convention Registration Desk
  • 1:45pm: Transportation to the Mob Museum
  • 2:00pm: Mob Museum & Distillery Tour and Speakeasy Visit
  • 4:15pm: Depart and Return to Caesars
  • 5:00pm: Arrive Back at the Hotel

13:30 - 16:30

Meow Wolf Las Vegas Guest Experience

Guest Experience Packages

(Choose 1 of 2 options held Thursday afternoon, Aug 1. Limited only to Registered Guests.)

GUEST EXPERIENCE PACKAGE INCLUDES:

  • One admittance to either the Meow Wolf Tour OR the Mob Museum & Speakeasy Tour
  • One admittance to 9 Time Comedian of Year Winner, Rita Rudner!
  • All conference continental breakfasts (not including Breakfast of Champions).
  • Access to ALL refreshments, plated luncheons and dessert socials.

Step into the Surreal: Discover the Fantastical Wonders at Meow Wolf Las Vegas

Join us for an “out-of-this-world” experience at Meow Wolf in the heart of AREA15, where art and adventure blend into an immersive interactive experience. Explore a wild, colorful world filled with mind-bending installations, secret passageways, and interactive exhibits that ignite your imagination and curiosity. As you explore this mesmerizing labyrinth, stop by the secret bar to enjoy a delightful cocktail. Meow Wolf is an adventure around every turn, an experience you will never forget!

  • 1:30 pm: Meet at Convention Registration Desk
  • 1:45 pm: Transportation to MeowWolf
  • 2:00 pm: Self Guided Tour of MeowWolf’s Omega Mart
  • 3:30 pm: Cocktails at Area 15
  • 4:15pm: Depart and Return to Caesars
  • 5:00pm: Arrive Back at the Hotel

Breakout Summits Sessions
13:45 - 14:15

Leadership Summit — Governance Pathways for Strategic Growth

Lynette Smith

Where are credit unions heading? And how can governance help your credit union get there? Learn why governance evolution should be a part of your strategic plan and how to prepare for asset growth. Just as your credit union operations must evolve to meet new technology and marketplace demands, so too must your governance become more sophisticated to mirror that evolution. Lynette will share ideas that just may spark a strategic growth discussion at your next board meeting.

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Lynette Smith

Chief Engagement Officer, Quantum Governance & retired President/CEO, TruEnergy FCU

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13:45 - 14:15

Marketing & Branding Summit — The Marketing Mosaic for 2025: Credit Union Strategies that Drive Business Results

Shawna Suckow

The velocity of change has never been so challenging. Prospects are evolving rapidly, the economy is driving new issues, and the country’s trust crisis creates a marketing challenge…or huge opportunity depending on your strategy. How do you stand out to prospects in a crowded market when they pay less attention? Repetitive messaging no longer works, and prospects no longer trust traditional advertising. To appeal to today’s evolving prospects, we must apply new strategies that capture attention, help us stand out from the Sea of Sameness, and drive them to take action. Join marketing and consumer behavior expert, Shawna Suckow, in this engaging session as she shares the latest economic and consumer trends underway, and predictions for 2025. Don’t worry, it’s not a boring lecture! She’ll share her Marketing Mosaic strategy that will help you drive new business in the year ahead. Find out how to create impactful and memorable Marketing regardless of budget or staff size…truly stand out to help you attract more business…and get the template that will help you easily plan your marketing mix going forward.

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Shawna Suckow

Author & Speaker

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13:45 - 14:15

DEI Summit — Connection and Contribution: How to Make Belonging the Linchpin in Your Strategic Advantage

Dohnia Dorman

Belonging – a fundamental human need and the sense of being accepted and included by others – is essential to any DEI strategy. That’s because just making employees feel comfortable at work isn’t enough to get the job done. Organizations must foster a sense of belonging for team members to be connected to purpose, to bring their best contributions to the workplace and ultimately to drive organizational performance. In this session, we’ll unpack the costs and benefits of prioritizing a culture of belonging and learn how to go beyond the status quo to make belonging a strategic advantage for your organization.

Presented in Partnership with

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Dohnia Dorman

Chief Experience Officer, African-American Credit Union Coalition

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13:45 - 14:15

Lending Summit — Recruitment and Retention Strategies for CU Lending Departments

Paul Marston

Join us for an insightful engagement tailored specifically for credit union professionals focused on enhancing their lending departments. This session will discuss effective recruitment techniques that attract top-tier talent and talent management retention strategies designed to keep your team motivated and engaged. Learn best practices, innovative approaches, and practical solutions to build a dynamic lending department that drives member satisfaction and organizational growth. Don’t miss this opportunity to transform your approach to staffing and management in the competitive financial services landscape.

Sponsored by:

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Paul Marston

COO, HR Performance Solutions

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13:45 - 14:15

HR Summit — Spy Games: How to Decode Personality Types to Boost Communication

Keith & Rebecca Klein Scott

Get ready to crack some codes. Find out how to quickly and easily identify personality types that often shift depending on the circumstances, mood, and even time of day. Whether you’re in the boardroom, the C-suite, coaching employees, or meeting with members, you can use the intel gained to improve your communication, understand others and get the desired results faster and without the drama. Join Keith & Rebecca for a fun, entertaining and eye-opening presentation with practical tips anyone can use anytime, anywhere.

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Keith & Rebecca Klein Scott

Owners, TALLsmall Productions, LLC

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13:45 - 14:15

Trending Summit — Cyber Risk: The Greatest Threat to The Credit Union Bottom Line

Marquis Carroll

This session will provide a comprehensive overview of the current cyber threat landscape, including emerging threats and vulnerabilities unique to the financial sector. Attendees will gain valuable knowledge on best practices for implementing robust cybersecurity measures, from securing online banking platforms to protecting against sophisticated phishing attacks, customer data and ransomware. Marquis Carroll, a seasoned cybersecurity professional with extensive experience in the financial sector, will share real-world examples and actionable advice to help you fortify your credit union’s defenses.

Sponsored by:

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Marquis Carroll

Chief Executive Officer, MSC Security

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13:45 - 14:15

Financial Summit — Managing Investments In A Volatile Market: Practical Approaches CUs Can Easily Apply (session repeats 2:30 - 3:00 pm)

Emily Hollis

As net income margins continue to tighten, CUs are looking for alternative income streams to manage the balance sheet. In this session, ALM expert Emily Hollis discusses the fixed investments allowable under NCUA and some states and which sectors perform best in a highly anticipated falling rate market. For those seeking enhanced yield, she also reveals various options through the Employee Benefits Pre-Fund and Charitable Donation accounts. You won’t want to miss her top investments to avoid! Plus, be among the first to learn about a new fund with AACUC that everyone will be talking about.

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Emily Hollis

CEO, ALM First

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13:45 - 14:15

CU Connect — What's Your Philosophy About Executive Benefits?

Maria Kell, Tyler Moore

(Invitation only please)

The session title is not a rhetorical question! This session will address the need for a meaningful Executive Benefits philosophy, what should be considered, and how to implement and document the process.

Sponsored by:

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Maria Kell

Co-Founder, Kellmore

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Tyler Moore

Co-Founder, Kellmore

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14:15 - 14:30

Transitional Break

Breakout Summit Sessions
14:30 - 15:00

Leadership Summit — Rebuilding Trust: A Journey of Strengthening Board and Executive Relationships

Liz Ponder

Join Senior Executive Liz Ponder as she recounts one of the most challenging periods of her career. In this compelling narrative, Liz shares her journey of rediscovering and rebuilding trust between an Executive Team and their Board of Directors. Be inspired by her candid reflections and the valuable lessons she learned, which resonate with many credit union Executives and Boards today.

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Liz Ponder

Senior Executive, SRP FCU

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14:30 - 15:00

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

Juli Lewis, CMPFinCap, CCUFC, CUDE, CCUE, Jim Lake

In an era where members often chase the best rates, building lasting relationships is key to credit union success. This session explores proven strategies to foster loyalty and engagement among members, moving beyond transactional interactions. We will delve into effective communication techniques and innovative differentiators that resonate beyond financial incentives. Join us to discover how to transform your credit union into a community hub, where members stay not just for great rates, but for the invaluable connections and long-term partnerships you create.

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Juli Lewis, CMPFinCap, CCUFC, CUDE, CCUE

VP of Community Engagement, USF Federal Credit Union

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Jim Lake

Managing Partner, Michael Walters Advertising

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14:30 - 15:00

DEI Summit — Two Vastily Different Continents - One Shared Mission

Ronaldo Hardy, George Ombado, AADE, I-CUDE, HSC

Africa is one of the fastest growing regions for credit unions in the world with more than 34,000 CUs and financial cooperatives serving 43 million people in 29 countries — a vastly different market compared to the U.S. The median age of its population is 18 and the average loan is only $339 per member. Yet, CUs in both continents share the same mission of people helping people. Find out how CUs in Africa are leveraging Fintech to serve members, utilizing digital transformation, overcoming cultural barriers as they try to serve more women, and make positive impact in their communities. Discover how to apply the same strategies in this emerging market to your credit union today.

Presented in Partnership with

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Ronaldo Hardy

President and CEO, NACUSO

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George Ombado, AADE, I-CUDE, HSC

Executive Director/CEO, ACCOSCA

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14:30 - 15:00

Lending Summit — Real-World, Practical Tactics to Increase Loan Growth & Member Loyalty

Keith & Rebecca Klein Scott, John Felton

When was the last time your lending department called members to get ALL of their business? Get a behind-the-scenes look into how one CU is beating the competition by actively going after new loans and refinancing opportunities by contacting their members to generate a 96% L/S ratio. The secret is how they did it and tracked their metrics. Plus, you will learn from the trainers who worked with the lending department on best practices for engaging with members, uncovering hidden opportunities for saving members’ money, and taking market share from the competition. You will learn not only what they did, but how they did it!

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Keith & Rebecca Klein Scott

Owners, TALLsmall Productions, LLC

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John Felton

CEO, Southern Chautauqua Federal Credit Union

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14:30 - 15:00

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

Tamra Gaines

CUs face a trifecta of challenges: the ongoing war for talent, the retirement wave of Boomers, and the imperative to cultivate trust and loyalty. Join us for an insightful and content-rich session where we discuss strategic solutions to nurture and develop leadership within CU, navigate the complexities of succession planning, foster a culture that not only retains existing talent but also attracts new members and employees. Gain clarity on actionable steps to not only adapt to the current challenges but to thrive in the dynamic work climate. Elevate your CU’s potential by proactively addressing the issues at hand and charting a course towards a resilient and prosperous future.

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Tamra Gaines

President, Tamra Gaines & Associates

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14:30 - 15:00

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

Anne Legg, Tad Carlson

Data isn’t the issue for credit unions; activating it is. For the majority of credit unions, data feels completely overwhelming. Common questions are: How do I access the most reliable and valid data? How can I use it to improve my members’ lives? Do I need new tools? Do I have the right people? How much and how long? This session will highlight the data journey of Royal Credit Union and learn from Tad Carlson, Royal’s VP – IT Solutions & Development and how they use data to drive key decision-making and create member value. Spoiler Alert this does involve AI. Plan on attending this session to gain actionable takeaways to help jump-start your data journey.

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Anne Legg

Founder & President, Thrive Strategic Services

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Tad Carlson

VP – IT Solutions & Development, Royal Credit Union

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14:30 - 15:00

Financial Summit — Managing Investments In A Volatile Market: Practical Approaches CUs Can Easily Apply (session repeated from 1:45 - 2:15 pm)

Emily Hollis

As net income margins continue to tighten, CUs are looking for alternative income streams to manage the balance sheet. In this session, ALM expert Emily Hollis discusses the fixed investments allowable under NCUA and some states and which sectors perform best in a highly anticipated falling rate market. For those seeking enhanced yield, she also reveals various options through the Employee Benefits Pre-Fund and Charitable Donation accounts. You won’t want to miss her top investments to avoid! Plus, be among the first to learn about a new fund with AACUC that everyone will be talking about.

A speaker photo for Emily Hollis

Emily Hollis

CEO, ALM First

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AACUC Event
19:00 - 22:00

AACUC Signature Closing Party

AACUC’s Signature Closing Party is a must-attend event and this year in Vegas won’t disappoint! This is your time to step out and dance the night away at an affair like none other, hosted by THE DJ Callihe. All registered conference attendees are invited to participate in AACUC’s Signature Closing Party.

Presented by:

Agenda

Conference - Friday 2nd

Friday, August 2, 2024
07:00 - 12:00

AACUC Lounge

Last chance to meet up with friends and colleagues. All registered conference attendees are welcome. The Lounge will close at noon.

Presented by:

07:30 - 09:00

Buffet Breakfast

General Sessions
09:00 - 09:50

Underground Collision: Generative AI — Who’s Gonna Tell Your Story?

Susan Mitchell, Cory Madden, Ashley Holloway, Raj Bandaru

Generative AI is creating both excitement and anxiety. The latest technology has the potential to transform how we do business, similar to how the Internet upended how we bank, shop and communicate. Yet, for the first time, technology has the potential to learn and create – like humans. Learn how to control your story as the technology unfolds in this controversial panel discussion. Find out where the real risks lay ahead for CUs … how to leverage AI for go-to market strategies … how boards will need to govern in an AI world … and how the technology can be used to make a positive impact on your CU and your members.

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Susan Mitchell

CEO, Mitchell, Stankovic & Associates

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Cory Madden

Board Director, Ventura County CU

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Ashley Holloway

Partner Sales Manager, Amazon Web Services

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Raj Bandaru

CIO, Kinecta FCU

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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, James Pogue, Ph.D
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Jim Bouchard

Founder, The SENSEI LEADER Movement

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Gabe Krajicek

CEO, Kasasa

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Carolyn Jordan

Chief Growth Officer, Neighborhood CU

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James Pogue, Ph.D

Chief Executive Officer, JP Enterprises

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10:00 - 10:15

Putting Thought to Action: Applying Your Best Take-aways

Shawna Suckow

This dynamic 15-minute session will transform your best conference insights into actionable steps, while also giving you one more opportunity to connect with someone new. In this short time, you’ll harness the full potential of your conference experience and leave with practical tools to implement your newfound knowledge immediately. You’ll engage, connect, and propel your goals forward with your fellow attendees.

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Shawna Suckow

Author & Speaker

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10:15 - 11:00

EI vs AI: 5 Powerful Lessons for Credit Union Leaders

Brandi Stankovic, Ed.D.

While AI might be able to automate tasks and even boost productivity, the need for leaders to connect on a human emotional intelligence level is more critical than ever. EI (not AI) gives us the ability to develop strategic visions, collaborate, lead, adapt, provide better member service and make ethical decisions. In short, we need to strike a delicate balance of leveraging our human skills while also taking advantage of AI advancements. Join one of the CU Leadership Convention’s highest-rated speakers, Brandi Stankovic, in this closing keynote as she explores 5 strategies CUs are effectively using to integrate EI with AI to better serve their members, their credit union and their communities.

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Brandi Stankovic, Ed.D.

Host & Producer, The Strategic Hotbox

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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.

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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2024 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!
  • 3 NEW Deep Dive Pre-Conference Workshops on Board Governance, Data, AI, 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

For Board Members:

  • 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.

For C-Suite Executives:

  • 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.

Tom Tobin

Founder & CEO, Modelshop

Tim Harrington

CPA, President, TEAM Resources

Stephen M.R. Covey

Bestselling Author, Trust & Inspire

Juli Lewis, CMPFinCap, CCUFC, CUDE, CCUE

VP of Community Engagement, USF Federal Credit Union

Gabe Krajicek

CEO, Kasasa

Kerala Taylor

Co-owner and Director of Marketing & Impact

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, Forbes Contributor, TEDx Speaker, IBM Futurist

Jim Bouchard

Founder, The SENSEI LEADER Movement

Shawna Suckow

Author & Speaker

Zach Christensen

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

Tyrone Muse

CEO, Visions FCU

Jen Anthony

Vice 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

Chief Lending Officer at Government Printing Office Federal Credit Union

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

Anne Legg

Founder & President, Thrive Strategic Services

Carolyn Jordan

Chief Growth Officer, Neighborhood CU

Jennie Boden

CEO, Quantum Governance

Delana Huling

President & CEO, Baylor Health Care System Credit Union

Espy Poblano

Training Manager, AACUC

John Janclaes

President, NYMBUS

Matt Roe

Chief Revenue Officer, Open Lending, LLC

Jason Bedsworth

Founder & President, CFS Insight

Dayatra Matthews

CLO & GC, LGFCU/Civic FCU

Billy Guthrie

Managing Director, Darling Consulting Group

Joe Kennerson

Managing Director, Darling Consulting Group

Lynette Smith

Chief Engagement Officer, Quantum Governance & retired President/CEO, TruEnergy FCU

LaSonya Berry, SPHR

CHRO, AACUC / CEO, McPherson, Berry & Associates

Peter Duffy

Managing Director, Piper Sandler Companies

Jim Pond

co-founder, JXM

Barbara Mojica

Executive Director, National Latino Association of CU Professionals

Emma Hayes

Chief Learning & Engagement Officer, SECU

Juan Fernandez

President & CEO, Louisiana Credit Union League

Tracey Jackson

President/CEO Treasury Department FCU

Debbie Smith

CEO, Georgia United CU

Michael Scholl

Director of Analytics, Chartway Credit Union

James Pogue, Ph.D

Chief Executive Officer, JP Enterprises

Ronaldo Hardy

President and CEO, NACUSO

Tad Carlson

VP – IT Solutions & Development, Royal Credit Union

Sharon Camper

Chief People Officer, Apple FCU

Adam Wright

Managing Director of CUDX Operations, Trellance

Tomer Borenstein

CTO & Co-Founder, BlastPoint

George Ombado, AADE, I-CUDE, HSC

Executive Director/CEO, ACCOSCA

Paul Marston

COO, HR Performance Solutions

Marquis Carroll

Chief Executive Officer, MSC Security

Eric Fifield

Chief Revenue Officer, EFG Companies

Joe Kennerson

Managing Director, Darling Consulting Group

Rob Hoyle

Chief Information Officer, Vantage West Credit Union

Johnny Garlich

Founder, The Member Closing Center

Scott Olson

SVP, Chief Data Officer, CoastHills Credit Union

Kwame Smith

Executive Benefits Specialist, TruStage (formerly CUNA Mutual Group)

Justin Crawley

Senior Advisor, Abrigo

Maurice Smith, Esq.

CEO (ret.), Local Government FCU, M Smith Law, PLC

Emily Hollis

CEO, ALM First

Sam Plester, CUDE

CEO & Founder, Mission Brands Consulting

Deborah Fears

President & CEO, Chicago Post Office Employees CU

Ryan Giffin

SVP, Client Success, LendKey

Tyler Moore

Co-Founder, Kellmore

Maria Kell

Co-Founder, Kellmore

Nancy Kappler-Foster

Board Treasurer, Hudson Valley Credit Union,

John Felton

CEO, Southern Chautauqua Federal Credit Union

Leigh Brady

President and Chief Executive Officer, SECU

Ashley Holloway

Partner Sales Manager, Amazon Web Services

Nick Evens

President & CEO, Curql Collective, LLC

C. J. Klump

Senior Director, Consumer Credit Products, Visa

Cory Madden

Board Director, Ventura County CU

Raj Bandaru

CIO, Kinecta FCU

Sedric Brinson

Chairman and Co-founder, L.E.A.D (Leaders Engaged in Action and Development) MS

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 Caesars Palace in Las Vegas, the CU Leadership Convention typically hosts more than 1,200 credit union leaders. Content is focused on the key areas of managing credit unions including lending, Fintech, 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.