What you missed in 2023:

Save your spot and register today!

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


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

Download the full conference agenda!

New this year:

  • 63 sessions packed with real world guidance

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

  • 8 NEW breakout summits discussing today’s hottest topics

  • 3 NEW Deep Dive Pre-Conference Workshops

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

  • NEW exhibit hall featuring 50+ solution providers

  • Opening night entertainment with comedy legend, Paul Rodriguez

  • And much more

KEYNOTE SPEAKER:

Emmitt Smith

Game On: A Championship Vision for Credit Unions

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

An evening of comedy with stand-up legend…

Paul Rodriguez

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

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

Insights from NCUA Chairman Todd Harper

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

Pre-Conference Workshops

PRE-CONFERENCE WORKSHOP #1

Mergers & Acquisitions: Opportunities and Pitfalls Every CU Should Know

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

PRE-CONFERENCE WORKSHOP #2

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

Anne Legg, Founder & President, Thrive Strategic Services

PRE-CONFERENCE WORKSHOP #3

Financial Management: Deciphering the Numbers for Better Decision-Making

Tim Harrington, CPA, President, TEAM Resources

Who Should Attend

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

M&A Do’s & Don’ts

Peter Duffy, Managing Director, Piper Sandler

The topic of mergers and acquisitions is on the table in just about every CU boardroom across the country. NCUA even recommends boards to consider mergers as part of its strategic planning process. Join us for a lively panel discussion with some of the key players who have been involved in numerous credit union and bank deals to discuss the “if’s, why’s and how’s” of M&As. Get answers to your toughest questions.

DEI and Creating Leadership Opportunities for All

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

Growth Through Mergers

Glenn Christensen, President, CEO Advisory Group

Managing for Better Financial Performance

Tim Harrington, President, TEAM Resources

Change Management for Better Performance

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

Leveraging Big Data as Shift Happens

Anne Legg, Founder & President, Thrive Strategic Services

Capturing the Hearts, Minds and Wallets of Consumers Under 25

John Lanza, author, The Art of Allowance

Honest Conversations About DEI in the C-suite

Tyrone Muse, CEO, Visions FCU

Are you living in Ground Hog Day or The Matrix?

Val Mindak, CEO & President, Park City Credit Union

Branding Tactics That Can Generate 10x ROI

James Robert Lay, CEO, Digital Growth Institute

Game On: A Championship Vision for Credit Unions

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

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

Shari Storm, CEO, Category 6 Consulting

Attracting Minority Leaders to the C-Suite

LaSonya Berry, CEO, McPherson, Berry & Associates

Cryptocurrency and its Impact on CUs

Lamont Black, Futurist & Professor, DePaul University

6 Components of Emotional Intelligence and Why It Matters

Roger Wolkoff, Chief Authenticity & Relationship Expert

What’s Working: Developing a Diverse Leadership Team

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

Marketing Across Generations

Mark Arnold, Founder & CEO, On the Mark Strategies

Hidden Opportunities for Profitable and Sustainable Growth

Pablo DeFillipi, Executive VP, Inclusiv Network

Best Practices for Transformational Leadership

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

How to Reverse Declining Member Satisfaction

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

Second Chance Hiring: Sourcing Overlooked and Untapped Talent

Ty Reed, MBA, Recovery Career Services

Recruiting for Diversity and Innovation on the Board

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

Managing Risk in Unprecedented Times

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

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

Patrick Adams, Strategic Advisor, St. Louis Community CU

How Fintech is Transforming PFI to Primary Financial Interactions

Dave DeFazio, Partner, StrategyCorps

Risk Management & New Examiner Focus

Emily Hollis, CEO, ALM First Financial Advisors

Go Underground and Get Sh!t Done

Susan Mitchell, CEO, Mitchell, Stankovic & Associates

Untraditional Revenue Stream Options

Sara Dolan, CFO, MSU FCU

Data Driven Approaches to Understanding Member Behavior

Janice Hollar, CFO, Achieva CU

Profitable Lending Tactics

Brian Bone, President/CEO, American Partners FCU

How a “No-Code Approach” Can Help CUs Embrace a Digital Future

  Matthew Pincoski, Director of Engagement Systems, Ent Credit Union

M&A Landscape: Key Considerations for Directors & CEOs

Jeff Cardone, Partner, Luse Gorman, PC

Managing your Internal & External Cybersecurity Teams

Andrew Hay, Lares Consulting

Competing with Banks & Fintechs Using Predictive Analytics

Stef Luck, VP Sales, Trellance

CUs Are Made to Impact: Building Thriving Communities

 Mike Scheid, Executive Director, Community Impact Fund

Turning Data into Action

Maggie Chopp, Sr. National Sales Executive, Trellance

Attracting & Engaging Younger Members

Juli Lewis, Chief Relationship Officer, Michael Walters Advertising

New Shifts in the Foundation of “Banking”

Dave Koch, Director, Advisory Services, Abrigo

CUs & Fintechs – A Brand New World of Opportunity

John Janclaes, President, NYMBUS CUSO

 Untapped Lending Opportunities that are Good for Your Community and Your CU

Vicky Garcia, CEO, Latino Community CU

 Leveraging Embedded Finance for a Superior Member Experience

Corrin Maier, VP, Lending Consumer Experience, TruStage

 SmartSourcing – Strategies That Drive Profit and Enhance Member Loyalty

Mark Sweeney, Vice President, IFT

Meeting Mastery: Secrets of High Performing Boards

 Keith & Rebecca Klein Scott, Owners, TALLsmall Productions, LLC

CUs Are Made to Impact: Building Thriving Communities

 Daniel Bednar, Chief Strategy Officer, CBC FCU

 The Future of Work: How to Compete for the Best & Brightest at Your CU

Jill Nowacki, President/CEO, Humanidei

 How to Dominate Member Satisfaction – Solutions from the Front Lines

Heather Pizzala, VP of Marketing, Genisys Credit Union

Underground Collision – The Power of Generative AI: The Good, The Bad and The Ugly

Amber Harsin, CEO, CU Prodigy

The Future of AI and Credit Union

 George Estrada, Principal Strategic Advisor, Amazon Web Services

Digital Banking: A Tactic to Support (not replace) Branches

Ed Chuang, EVP & CIO, Logix FCU

Leading Change from the Front Counter to the C-Suite

Liz Ponder, Executive Vice President/Chief Retail Officer, SRR FCU

Auto Lending: Serving the Underserved Profitably and Equitably

Matt Roe, SVP, Open Lending

Attracting & Engaging Younger Members Against a Growing Pool of Competitors

 Jim Lake, Managing Partner, Michael Walters Advertising

Pros & Cons of Executive Benefits

Tyler Moore, Partner, KellMoore & Associates, LLC

Underground Collision – The Power of Generative A I: The Good, The Bad and The Ugly

 Becky Reed, CEO, Lone Star CU (retired), Owner, Becky Reed as a Service

Love it or List It: The Growing Trend of Home Renovations and Credit Union’s Important Role

 Austin J. Wentzlaff, Business Development Executive, RenoFi

Thriving in the Epic Funding Crisis

  Gabe Krajicek, CEO, Kasasa

From NFL Hopeful to Paraplegic

  Timothy “TA” Alexander, Emmy Award Winner & Founder, InspiredbyTA.com

Honoring the Mission of CUs and Growing Strong

  John Felton, CEO, Southern Chautauqua FCU

Turn Account Openers into Profitable Relationships

  Ted Brown, Co-founder & CEO, Digital Onboarding

How a “No-Code Approach” Can Help CUs Embrace a Digital Future

Andie Dovgan, Chief Growth Officer, Creatio

New Tech Solving Big Challenges for CUs

  Kylee Taliadoros, Account Executive, Abrigo

Go Underground and Get Sh!t Done

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

The Power of Instant

  Scott Young, MVP, Innovation and Emerging Services, PSCU

“SPEAK UP!”

  April Richardson, Esq., Poet, Entrepreneur & former FDIC legal counsel

Technology and Customer Intimacy

  Thomas James Stewart, Credit Union Strategic Consultant, Solutions Metrix

Leverage industry-first AI assistant for CUs

 Bryan Purdy, Director of SE, interface.ai

Dangers of Executive Benefits

  Marie Kell, Partner, KellMoore & Associates, LLC

ONE ticket = ALL sessions

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

Learn, play, and unwind at Caesars Palace

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

Caesars Palace Las Vegas

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

Book your stay here at the Convention Discount Rate

Room booking code is: SCCUC3

Room Rate: $179 per night / $20 per night resort fee plus taxes and fees

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

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

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


Hotel Deposit & Cancellation Policy:

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

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

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

Learn, play, and unwind at Caesars Palace

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

Choose 1 of 2 Extraordinary Guest Experiences

Date: July 27, 2023
Time: 2:00 – 4:30 pm

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

 

Date: July 27, 2023
Time: 1:30 – 4:30 pm

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

 

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


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

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

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

Premier Sponsorship Programs

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

Principal Sponsorship

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

Lead Sponsorship

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

Sponsorship

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

Additional Sponsorship Opportunities

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Sponsor receives premium sponsorship branding surrounding the networking breaks

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

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

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

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

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

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

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

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

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

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

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

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2023 CU Leadership Convention Sponsors

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100% Money-Back Guarantee

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

Cancellations and Substitutions:

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

Questions?

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

Day 1 Day 2 Day 3 Day 4
View agenda page

Agenda

Deep Dive Pre-Conference Workshops - Tuesday 25th

Conference Opens
10:00 - 17:00

Convention Registration Opens

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

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

Peter Duffy, Glenn Christensen

Hardly a week goes by without hearing about another CU merger or acquisition. Since the pandemic, the CU industry has been averaging at least 2 mergers or bank acquisitions every week due mostly to the challenges of remaining competitive in the market without scale. M&A is top of mind in just about every CU boardroom. Join us in this deep-dive workshop as we explore the top 8 opportunities and pitfalls to consider so you can determine whether a merger makes sense for your credit union. Learn how to:

  1. Determine if a merger or acquisition could play a role in your strategic plan, whether you are leading the merger or the one being merged.
  2. Assess potential merger targets and whether they are a strategic fit.
  3. Conduct a comprehensive financial analysis of the target CU to assess the risks and liabilities.
  4. Evaluate the cultural compatibility of potential targets.
  5. Navigate the regulatory and legal compliance challenges to ensure a smooth transition.
  6. Review the operational integration including the core processing, staffing and branch network.
  7. Develop a robust communication strategy to keep all stakeholders engaged.
  8. Apply best practices post-merger to ensure your integration plan addresses cultural and systems integration, employee retention, member retention and brand positioning.

Your guides for this in-depth analysis are two of the leading advisors in M&As for credit unions who will reveal the secrets behind the most successful deals and the pitfalls to avoid so you don’t blind-sided.

A speaker photo for Peter  Duffy

Peter Duffy

Managing Director, Piper Sandler Companies

Read bio
A speaker photo for Glenn  Christensen

Glenn Christensen

President, CEO Advisory Group

Read bio
13:00 - 16:00

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

Anne Legg

There are 4 key trends that are having a dramatic impact on your members and on credit unions that are shaping the world of business. Trends include:

  1. The digital revolution;
  2. Shifts in member purchase behavior;
  3. A focus on financial wellness;
  4. And the introduction of Artificial Intelligence.

Discover how to leverage your data analytics to leverage these and other trends as they evolve so can identify new revenue sources, reduce member friction and uncover emerging opportunities. Get the same tactics other CUs are using to harness their data that have generated $1.7 million in new loan balances, increased ROA to 0.92% from 0.65%, and decreased net charge-offs to 0.41% from 0.625%.

Using a hands-on, small-group roundtable format, participants will get an opportunity to take home their own playbook they can begin to put to work right away.

Plus, every attendee also gets Anne Legg’s THRIVE AI Readiness Assessment, Member Friction Resolution and Member Competition Analysis.

 

A speaker photo for Anne  Legg

Anne Legg

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13:00 - 16:00

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

Tim Harrington

It’s safe to say that many credit union leaders have not seen an economy like today. Interest rates are the highest they have been in two decades … inflation is at a 40-year high … unemployment is at a 50-year low … liquidity is now a hot button issue for many credit unions …. and we are now entering what some experts are calling a “discretionary recession.”

Deciphering the credit union financials quickly and confidently is now more important than ever. Join us in this deep-dive, plain-English workshop as Tim Harrington, one of the CU Leadership Convention’s All-Time, Highest-Rated Speakers, helps you decode your CU’s financials as he reveals:

  • 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

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Agenda

Conference - Wednesday 26th

Open
07:00 - 17:00

Registration

07:00 - 08:45

Exhibit Hall Grand Opening & Continental Breakfast

Sponsored by:

General Sessions
09:00 - 09:45

Opening Keynote with Emmitt Smith

Emmitt Smith

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

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

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Emmitt Smith

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

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09:45 - 10:30

Leadership Panel Discussion: Turning Vision into Reality: How 3 Credit Union CEOs are Forging Ahead in a New Era

Val Mindak, John Felton, Tyrone Muse

Credit union leaders are dealing with unprecedented challenges. The labor market continues to be the tightest in decades as the unemployment rate hits a 50-year low, inflation is at a 40-year high, consumer confidence is plummeting, and many economists are anticipating a recession. Discover how some of the country’s most innovative credit union leaders are navigating these historical challenges and uncovering new opportunities in this lively panel discussion.

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Val Mindak

CEO/President, Park City Credit Union

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John Felton

CEO, Southern Chautauqua FCU

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Tyrone Muse

CEO, Visions FCU

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10:30 - 11:15

Networking Break in Exhibit Hall

11:15 - 12:00

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

Tim Harrington, Milton Hunt, Jill Nowacki, Gabe Krajicek, Thomas James Stewart, April Richardson, Esq.
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Tim Harrington

CPA, President, TEAM Resources

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Milton Hunt

President, author of 10 Keys to Maximizing Your Potential

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Jill Nowacki

President/CEO, Humanidei

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Gabe Krajicek

CEO, Kasasa

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Thomas James Stewart

Credit Union Strategic Consultant, Solutions Metrix

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April Richardson, Esq.

Poet, Entrepreneurs & former FDIC legal counsel

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Lunch Break
12:00 - 12:45

Networking Luncheon

12:45 - 13:15

Networking and Dessert in Exhibit Hall

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

Leadership Summit — Thriving in the Epic Funding Crisis

Gabe Krajicek

$211B in deposits has left the banking system — and $1T of all industry deposits have shifted from demand deposit accounts to hot CD money.  The urgent need for liquidity has created an ever-growing funding gap and dramatic margin compression where the delta between what credit unions are paying on deposits and what’s available in the market is the widest in modern banking history.   You’ll learn:

  • What’s influencing the deposit frenzy and creating a real funding gap crisis.
  • How you can offer 5% APY with an all-in funding cost of only 1.02%
  • How you can avoid the hidden pitfalls of hot CD money.

Sponsored by:

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Gabe Krajicek

CEO, Kasasa

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13:15 - 13:40

Marketing & Branding Summit — Branding Tactics that Can Generate 10x ROI

James Robert Lay

Consumers are drowning in a sea of financial chaos. That uncertainty is creating confusion, complexity and conflict that leads to lack of trust. Today, ONLY 8% of millennials trust financial institutions with guidance. Find out how some of the country’s leading credit unions are building trust in a digital world and guide your members beyond the chaos. These are the same tactics other CUs are using to build their brand and generate 10x ROI.

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James Robert Lay

Founder & CEO, Digital Growth Institute

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13:15 - 13:40

FinTech Summit — CUs & Fintechs: A Brand New World of Opportunity

John Janclaes

The shift to online banking along with billion-dollar investments into digital solutions by the Big Banks has left CUs more vulnerable than ever. The solution: Don’t go at it alone. CU’s model of collaboration can turn transactional and impersonal vendors into partners to create a competitive advantage by increasing operational speed 4x faster … deploying resources more efficiently … and improving communication across stakeholders. Find out how to create healthy partnerships with the “right” vendors and determine cultural “must-haves” to better serve your members for years to come.

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John Janclaes

President, NYMBUS

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13:15 - 13:40

Lending Summit — 3 Innovative & Profitable Lending Tactics to Better Serve Your Members & Your CU

Brian Bone

For many, lending is tougher than ever. Rates are at the highest point in 16 years. Yields continue to be squeezed. And non-interest loan income is declining. For others, such as American Partners FCU, they are finding unique ways to beat the competition without sacrificing rates. Find out how President/CEO Brian Bone is competing using 3 key tactics by offering real estate loan participations, partnering with other lenders, and structuring his loans for better yields.

Session repeats Thursday, 11:45 am – 12:30 pm.

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Brian Bone

President/CEO, American Partners FCU

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13:15 - 13:40

HR Summit — The Future of Work: How to Compete for the Best & Brightest at Your CU

Jill Nowacki

As organizations aspire to be “Best Places to Work,” while balancing the bottom line, integrating DEI, and continuing to maintain relevance in hyper-competitive markets, they may overlook one key to helping them achieve all their goals while preparing for the future: Career path planning and internal employee development. In this 25-minute session, Jill Nowacki, President/CEO of Humanidei, will inspire you to look at your relationship with employee development and succession planning in a new way. She will leave you with practical ideas for improving employee engagement and leveraging talent in a way that prepares your organization for the future, positioning you as a workplace of choice in an ever-changing world.

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Jill Nowacki

President/CEO, Humanidei

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13:15 - 13:40

Trending Summit — Next Best Action: Data and AI Establish Roots for Lifelong Membership

Maggie Chopp, Stef Luck

Whether it’s a garden or a business, growth only happens when two things are in place: a nimble plan and the infrastructure to pull it off. Join technology experts Stef Luck and Maggie Chopp of Trellance for an exploration of the evolving infrastructure required to nurture a membership base in today’s volatile landscape. Learn what it takes to not only predict change, but also identify the best courses of action to weather that change. With data harvested from your “field” of membership, your credit union can deliver the kind of personalized, predictive guidance that establishes roots for lifelong relationships.

Sponsored by:

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Maggie Chopp

Sr. National Sales Executive, Trellance

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Stef Luck

VP Sales, Trellance

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13:15 - 13:40

Financial Summit — Panel discussion: Innovative Solutions to Today's Toughest Financial Challenges

Peter Duffy, Janice Hollar, Sara Dolan

The role of CFO is evolving dramatically. Find out how some of the country’s leading CFOs are playing critical roles in driving strategic growth, managing liquidity, tapping into non-interest revenue sources, managing M&A planning, negotiating a more complex regulatory framework, balancing the demands of members, managers and directors, and leveraging technology to better manage their CUs. This fast-fast paced and insightful discussion will reveal some of the innovative solutions emerging among CFOs today that you can apply in your CU.

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Peter Duffy

Managing Director, Piper Sandler Companies

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Janice Hollar

CFO, Achieva CU

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Sara Dolan

CFO, MSU FCU

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13:40 - 13:50

Transitional Break

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

Leadership Summit — New Shifts in the Foundation of “Banking” and How They Impact Your CU

David Koch

It’s been two decades since we have seen a real cycle of inflation and high interest rates. Overall deposit market share in community financial institutions has been shrinking, interest costs are rising, long-time depositors are getting older, and the competition for future depositors is fierce. What does the future of deposit funding look like for your credit union? Find out as we explore how the sudden shift in monetary policy has caused cracks in the “banking” foundation and discuss new shifts in the business of “banking.”

Sponsored by:

 

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David Koch

Director, Advisory Services, Abrigo

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13:50 - 14:20

Marketing & Branding Summit — Capturing the Hearts, Minds and Wallets of Consumers Under 25

John Lanza

Every financial institution wants to be there when a young person is ready to open her first credit card or get his first car loan. Consumers in the early stages of adulthood can be extremely profitable and presumably result in many more years of relational business.
Early affinity to a brand can lead to a lifelong relationship. “There’s lots of evidence that the brands you are emotionally connected to as a child you remain connected to as an adult,” says Rachel Geller, a partner and chief strategic officer at youth-oriented agency The Geppetto Group in New York. Consumers under the age of 25 present a host of opportunities for credit unions and banks both now and well into the future. Is your FI doing enough to attract this market? Learn the top ten things you can start today.

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John Lanza

author, The Art of Allowance

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13:50 - 14:20

Fintech Summit — Cryptocurrency and its Impact on CUs

Lamont Black

The rise of cryptocurrency is challenging many to re-think the role of money and why it has value. But instead of thinking about the risk and volatility around digital currency, Lamont Black says the real value of crypto currency is in the technology. The blockchain technology underlying cryptocurrency may ultimately reshape the payments ecosystem and financial institutions’ digital transformation strategy. Find out how CUs are responding to deposit outflows to crypto exchanges … the role of digital wallets … and what role crypto assets can play in their members’ financial well-being.

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Lamont Black

Futurist & Professor, DePaul University

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13:50 - 14:20

Lending Summit — Managing Risk in Unprecedented Times

Ancin Cooley, CIA, CISA

Take advantage of Ancin Cooley’s unique insights as a former examiner and now advisor to credit unions on one of the hottest topics today: risk management. As examiners shift their focus in the wake of the recent banking crisis, Ancin Cooley reveals how to mitigate risk while also preparing for your next exam review.

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Ancin Cooley, CIA, CISA

Founder & Principal of Synergy Credit Union Consulting, Inc

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13:50 - 14:20

HR Summit — 6 Components of Emotional Intelligence and Why it Matters

Roger Wolkoff

The most effective leaders share one critical skill: emotional intelligence (EQ). It is the one thing that is proven to help leaders recognize and solve problems among their teams. EQ is so important that a leaders’ IQ, technical and communication skills are virtually useless without it. Discover the 6 components (empathy is only one!) of EQ in Leadership that are needed more than ever to incite innovation, job satisfaction, and a positive culture within your credit union.

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Roger Wolkoff

Chief Authenticity & Relationship Expert

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13:50 - 14:20

Trending Summit — Reversing the Tide: From Caretaking to Rebuilding Credit Unions

Tim Harrington

 

Credit unions are losing the reputation battle to banks and FinTechs. To compete, CUs cannot continue to rely on “the same old things” in a digital-first, service-now, on-demand environment. Find out how to meet consumers in-person or virtually when they need you most and create an intuitive, seamless experience … increase loan turnarounds … convert your branches into service and sales centers (not cash centers) … and reach more members “in the margins.” Discover how some of the country’s leading CUs are planning differently for 2023 and beyond as they rebuild their services so they are more relevant to tomorrow’s members. 

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Tim Harrington

CPA, President, TEAM Resources

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13:50 - 14:20

Financial Summit — M&A Panel Discussion: How to Determine What's Best for You, Your CU and Your Members

Glenn Christensen, Jeff Cardone, Peter Duffy

The topic of mergers and acquisitions is on the table in just about every CU boardroom across the country. NCUA even recommends boards to consider mergers as part of its strategic planning process. Join us for a lively panel discussion with some of the key players who have been involved in numerous credit union and bank deals to discuss the “if’s, why’s and how’s” of M&As. Get answers to your toughest questions including:

  • What are the drivers of M&As since the pandemic?
  • What are the most important factors in an effective merger partnership?
  • What are the key legal and regulatory considerations that can either make or break a deal?
  • What should be the principal focus for a successful merger?
  • How do bank acquisitions fit into a CU’s M&A strategy? What strategies can a CU employ to acquire a bank?
  • What can be done to enforce the provisions of a merger agreement when one CU no longer exists?
  • What should you consider if you are a “buyer” or “seller”?

 

Sponsored by:

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Glenn Christensen

President, CEO Advisory Group

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Jeff Cardone

Partner Luse Gorman, PC

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Peter Duffy

Managing Director, Piper Sandler Companies

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14:20 - 14:30

Transitional Break

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

Leadership Summit — Best Practices for Transformational Leadership

Milton Hunt

Best Practices for Transformational Leadership 

 

Known among CU leaders as an “edu-tainer” for delivering powerful and proven ideas in captivating presentations, Milton Hunt is prepared to equip directors and C-suite executives with the skills and mindset needed to lead your team and achieve exceptional results. Discover how to: 

 

  • Inspire and motivate by creating a compelling vision and communicate it effectively.  
  • Develop strong relationships with your team members based on trust, respect, and open communication.  
  • Lead by example as a transformational leader. 
  • Encourage innovation and creativity using proven techniques you can use right away with your team. 
  • Develop leadership agility to help you navigate complexity, embrace ambiguity, and make informed decisions in dynamic environments. 

 

The secret is HOW to make these things happen in your credit union day-to-day. Find out the techniques that are working with some of the most effective transformational leaders today and begin to apply them with your CU. 

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Milton Hunt

President, author of 10 Keys to Maximizing Your Potential

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14:30 - 15:00

Marketing & Branding Summit — Top 3 Growth Marketing Strategies Every CU Should Leverage

Mark Arnold

The secret to growing in a challenging economic environment is to focus on how consumers are feeling. Growth starts with you and your CU, and how you can turn those challenges into positive solutions for your members and prospects. What you say and how you say it matters! Get real-world guidance in this session as Mark Arnold leverages decades of marketing and branding experience working with CUs from $32 million to $1.8 billion. Take home:

  • Top 3 strategies successful CUs are implementing to grow in 2023 and beyond.
  • Quick wins you can implement to experience growth in second half of the year.
  • Smart ways on how to invest your marketing dollars for maximum ROI.
  • 4 effective tactics to sharpen your digital and omnichannel strategy used by some of the most successful CUs in the country.
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Mark Arnold

Founder & CEO, On the Mark Strategies

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14:30 - 15:00

FinTech Summit — Managing Your Internal and External Cyber Security Teams Effectively

Andrew Hay

The talent gap is forcing many CUs to fill the need for cybersecurity teams with remote personnel or even partner with 3rd party vendors. The challenge is how best to manage hybrid teams that include a blend of internal and external experts? Find out CUs are defining roles and responsibilities … coordinating communication between all stakeholders … assessing risk and mitigation … managing incident responses … and monitoring and responding to threats in real time to help protect member data.

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Andrew Hay

Cybersecurity Strategist, LARES

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14:30 - 15:00

Lending Summit — Hidden Opportunities for Profitable and Sustainable Growth

Pablo DeFillipi, Vicky Garcia

Two CEOs share their strategies for serving low-income consumers that helped generate sustainable and profitable returns to their CUs. Discover the tools you can use to tap into hidden, low-income designated markets.

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Pablo DeFillipi

Executive VP, Inclusiv Network

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Vicky Garcia

CEO, Latino Community CU

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14:30 - 15:00

HR Summit — CUs Are Made to Impact: Building Thriving Communities Starts with Your Own, But Can’t Stop There!

Mike Scheid, Daniel Bednar

What if you could create financial well-being for the community and your staff and recruit and retain more employees simultaneously? Find out how to leverage Impact Loans focused on relieving unexpected financial emergencies, paying down debt, and igniting a path forward to financial stability. Impact Loans are dignified for the borrower and sustainable for the organization. Join us in this eye-opening session as we build a sample program based on your credit union’s and community’s needs.

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Mike Scheid

Executive Director, Community Impact Fund (CIF)

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Daniel Bednar

Chief Strategy Officer, CBC FCU

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14:30 - 15:00

Trending Summit — Meeting Mastery: Secrets of High Performing Boards

Keith & Rebecca Klein Scott

We’ve all left board meetings only to wonder what was accomplished. In this highly interactive session, communications coaches Keith Scott and Rebecca Klein of TALLsmall Productions will reveal how to maximize every minute. Often the agenda items that hijack the most time don’t belong in a meeting at all. The session will cover:

  • Hacks for creating an on-time and accountability culture.
  • How to handle off topic questions and steer people back on track.
  • Ensure there is a measurable ROI for the time spent.
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Keith & Rebecca Klein Scott

Owners, TALLsmall Productions, LLC

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14:30 - 15:00

Financial Summit — Data Driven Approaches to Understanding Member Behavior

Janice Hollar

Everyone talks about data, but what exactly should credit unions analyze and how can that information be used to better understand member behavior – before problems occur? Join Janice Hollar in this eye-opening as she reveals the early-warning system her team recently created for the management team to make better decisions about deposit rates, loan pricing, inflows/outflows, and signs of stress.

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Janice Hollar

CFO, Achieva CU

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Post-Conference
15:00 - 16:00

Happy Hour in the Exhibit Hall

19:30 - 20:30

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

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

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

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

Agenda

Conference - Thursday 27th

Open
07:30 - 09:00

Exhibit Hall Open

07:30 - 08:45

Breakfast of Champions

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

General Sessions
09:00 - 09:40

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

Todd Harper

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

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Todd Harper

Chairman, NCUA

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09:40 - 09:50

2023 Neoteric Leadership Award Ceremony

The CU Leadership Convention is proud to celebrate the winner of the inaugural Neoteric Changemaker Award. This national award recognizes one individual who has demonstrated personal perseverance, advanced the cause of “people, helping, people,” advocated for relevant ideation, and created positive programming for leaders. The unique name of the award was selected because it represents the literal meaning of the word neoteric:  A modern person who advocates for new ideas. This year’s award winner is: Renée Sattiewhite, President & CEO, of the African-American Credit Union Coalition.

Members serving on the committee include: 

Susan Mitchell, Committee Chair, Mitchell, Stankovic & Associates

John Bratsakis, MD|DC Credit Union Association

Pablo DeFilippi, Inclusiv

Michelle Nearon. Senior Associate Dean, Yale University

John Cassidy, TruStage

Merry Pateuk, PSCU

Emma Hayes, SECU

John Bissell, CEO Greylock & AACUC Board Director

Dennis Sullivan, CU Leadership Convention

09:50 - 10:00

2-Minute Spotlight: 4 Speakers Have Just 2 Minutes to Share One BIG Idea in this Theatrical Presentation

Mark Arnold, Juli Lewis, Anne Legg, Scott Young

In this-drama packed session, speakers have just 2 minutes to present their one best idea that will have the biggest impact on CUs. But there’s a catch!

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Mark Arnold

Founder & CEO, On the Mark Strategies

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Juli Lewis

Chief Relationship Officer, Michael Walters Advertising

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Anne Legg

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Scott Young

MVP, Innovation and Emerging Services, PSCU

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10:00 - 10:15

Transitional Break

Breakout Summits Sessions Resume
10:15 - 11:00

Leadership Summit — The Power of Instant

Scott Young

 

The speed of digital transformation has rapidly changed consumers’ behaviors and demands – and this evolution extends far beyond food delivery apps and entertainment streaming platforms. As technology advances, today’s consumers want and expect instant and on-demand financial services. This session will highlight the growing trends in this space including instant payments, digital lending and beyond. 

Sponsored by:

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Scott Young

MVP, Innovation and Emerging Services, PSCU

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10:15 - 11:00

Marketing & Branding Summit — Attracting & Engaging Younger Members Against a Growing Pool of Competitors

Juli Lewis, Jim Lake

Today, banking is a broad spectrum, with many alternatives to traditional banking, promising convenience, more transparency, and more flexibility. Join this session to see how credit unions can beat out the competition by being true to your brand and core values, speaking the right message and reaching consumers where they are consuming media. We’ll be sharing proven strategies that have helped credit unions to grow in membership, deposits and loans an average of 50% while further engaging with current members and moving the needle toward a younger member age.

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Juli Lewis

Chief Relationship Officer, Michael Walters Advertising

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Jim Lake

Managing Partner, Michael Walters Advertising

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10:15 - 11:00

DEI Summit — Building Bridges: Practical strategies to solve the diversity problem at CUs of all sizes

LaSonya Berry

It is no secret that diverse leadership allows for greater diversity of thought, increase in innovation and achieving your goals. The more diverse your leadership, the greater the ability to relate to employees, clients, and prospective clients. Yet, diversity continues to be a challenge at many CUs, especially in the C-suite – and at mid-size and larger CUs. Simply adding a Chief Diversity Officer is not a solution!

In this session you will learn:

  • The latest and most effective techniques in Talent Management & DEI.
  • How workplace diversity in the C-suite can impact your CU across all departments.
  • Practical strategies to improve efforts to diversify the C Suite to increase business success.
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LaSonya Berry

Founder & CEO, McPherson, Berry & Associates

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10:15 - 11:00

Lending Summit — Less Risk, More Reward: The Untapped Opportunity for Auto Lenders

Matt Roe

Amid the flurry of interest rate hikes and increasing speculation about an economic downturn, credit unions must find solutions to mitigate interest rate risk and offset the volatility in the market. Find out how one solution can help you add more auto loans profitably — and without taking on additional risk. In this session you will learn:
•  How 95% of CU are meeting their ROA targets.
•  Tactics to help reduce default risk among near prime borrowers.
•  And why relying on traditional FICO scores might be a mistake.

Sponsored by:

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Matt Roe

Chief Revenue Officer, Open Lending, LLC

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10:15 - 11:00

HR Summit — Today’s Most Effective Recruiting & Hiring Practices from the World’s Top CEOs

Brandi Stankovic, Ed.D.

What if you could hear from CEOs such as Warren Buffett, Elizabeth Smith, Jim Collins, Charles Schwab and Sir Richard Branson on how they are solving one of the toughest challenges today? You can now. Join Brandi Stankovic as she reveals the strategies she learned from these and other CEOs (in and out of the credit union industry) about the tactics they use to recruit and hire top talent based on her new book, The Strategic MVP, 52 Growth & Leadership Tools from the World’s Top Executives.

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Brandi Stankovic, Ed.D.

Principal, Strategic Advisory

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10:15 - 11:00

Trending Summit — Fintech Transformers: Rise of Primacy - How Fintech is transforming Primary Financial Institution to Primary Financial Interactions

Dave DeFazio

In just one Week, Apple’s high-yield saving account generated $1 billion in deposits further underscoring how digital banks are the primary financial institutions for Gen Y and Gen Z consumers (our future!). One of the convention’s all-time, highest rated speakers returns to help you tap into fintech solutions and compete for the largest generation since the Baby Boom.

Sponsored by:

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Dave DeFazio

Partner, StrategyCorps

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10:15 - 11:00

Financial Summit — ALM: A Directors' Perspective on Risk Management & Examiner Focus in a Post SVB Environment

Emily Hollis

The recent banking crisis is filled with lessons learned for credit union directors, supervisor committee members, and CFOs. What went wrong before the crisis reached a point of no-return at banks such as SVB? At what point should the leadership have made adjustments to their balance sheets? What were the red flags – or even yellow flags? Find out what exactly led to the crisis by digging into the number. Plus, learn how are examiners are shifting their focus in the wake of the banking crisis. Emily Hollis reveals the top 5 strategies credit unions can apply to manage liquidity risk and interest rate risk using some of the same solutions they recommend as advisors to 75% of the nation’s $1 billion+ credit unions.

Session repeats at 11:45am.

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Emily Hollis

CEO, ALM First

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11:00 - 11:45

Networking Break in Exhibit Hall

10:15 - 11:00

CU Connect Meeting: The Dark Side of Executive Benefits and How to Avoid It

Tyler Moore, Marie Kell

By invitation only.

Sponsored by:

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Tyler Moore

Partner, KellMoore & Associates, LLC

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Marie Kell

Partner, KellMoore & Associates, LLC

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Breakout Summits Sessions
11:45 - 12:30

Leadership Summit — Go Underground and Get Sh!t Done

Susan Mitchell, Zach Christensen

 

Intentional strategy is required to keep organizations relevant. But strategy without execution is simply well-intended conversation. It isn’t easy to take the first step and sometimes you just need to GSD or “Get Sh!t Done”! Join Susan Mitchell, CEO and Zach Christensen, Director of Mitchell Stankovic and Associates as they share what it takes to make things happen and how credit union industry leaders are putting ideas into action to make an impact! 

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Susan Mitchell

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

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Zach Christensen

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

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11:45 - 12:30

Marketing & Branding Summit — Tech Demo: 4 Solutions Providers Unveil their Newest Innovations, LIVE!

Matt Roe, Ted Brown, Kylee Taliadoros, Bryan Purdy

Discover how some of the country’s most innovative solution providers are giving credit unions a competitive edge as they demo their newest products and services. See for yourself how to…

  • Turn account openers into deep and profitable relationships by helping members enroll in direct deposit and update default payment methods in seconds, adopt eStatements without logging in, retrieve member numbers online, adopt additional products, and more. Speaker: Ted Brown, Co-founder & CEO, Digital Onboarding.
  • Strengthen community relations by working with Abrigo and offering members an easy online lending experience. Speaker: Kylee Taliadoros, Account Executive, Abrigo.
  • Capture just 10% of the missed auto loan opportunities and earn $30,000+ interest income every month. Speaker: Matt Roe, Chief Revenue Officer, Open Lending.
  • Leverage an industry-first, generative, AI-powered multimodal ChatGPT-like AI Assistant for CUs. Speaker: Bryan Purdy, Director of SE at interface.ai

Digital Onboarding, Interface.ai, Abrigo, Open Lending

Sponsored by:

   

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Matt Roe

Chief Revenue Officer, Open Lending, LLC

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Ted Brown

Co-founder and CEO, Digital Onboarding

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Kylee Taliadoros

Account Executive, Abrigo

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Bryan Purdy

Director of SE, interface.ai

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11:45 - 12:30

DEI Summit — Let’s get real: What it Takes to Make a Commitment as a Change Leader

Renee Sattiewhite, Tyrone Muse, Delana Huling, Liz Ponder

DEI is on the lips of just about every CU executive and director today. But is the rhetoric really creating much-needed change? Discover how some of the country’s leading credit unions are creating real change in the C-suite, the board room and among their members – and generating bottom-line results in this open, no-holds barred panel discussion.

Produced in partnership with:

A speaker photo for Renee Sattiewhite

Renee Sattiewhite

CEO & Founder, Sattiewhite Training Productions, Inc.

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Tyrone Muse

CEO, Visions FCU

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A speaker photo for Delana Huling

Delana Huling

President & CEO, Baylor Health Care System CU

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Liz Ponder

Executive Vice President/Chief Retail Officer, SRR FCU

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11:45 - 12:30

Lending Summit — 3 Innovative & Profitable Lending Tactics to Better Serve Your Members & Your CU

Brian Bone

Although its market ranks among the top 10 poorest credit scores in the nation, Gulf Coast FCU continues to impress its peers and regulators with an auto loan portfolio that is 96% loaned out while keeping delinquencies under 1%. Find out how the credit union is achieving greater growth despite increased risk.

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Brian Bone

President/CEO, American Partners FCU

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11:45 - 12:30

HR Summit — “SmartSourcing:” Strategies That Drive Revenue, Enhance Member Loyalty and Reduce Overhead

Mark Sweeney

As staffing struggles continue, many organizations are turning to “smartsourcing” — the concept of retaining financial service firms to provide both front-end and back-end support. Find out how this new solution can complement existing teams, fill gaps, and open new revenue-generating opportunities. Learn how to evaluate providers across a number of metrics and see for yourself how other CUs are employing similar tactics to improve their operations and reduce labor costs.

Sponsored by:

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Mark Sweeney

Vice President, IFT

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11:45 - 12:30

Trending Summit — How a “No-Code Approach” Can Help CUs Embrace a Digital Future

Andie Dovgan, Matthew Pincoski

In this session, Andie Dovgan, Chief Growth Officer of Creatio, and Matthew Pincoski, Director of Engagement systems at Ent Credit Union, will explore the significance of no-code automation for credit unions. It is no secret that credit unions must embrace innovative technologies to stay competitive and meet the evolving needs of their members. This engaging session will reveal how no-code automation platforms enable credit unions to automate member-centric workflows without technical knowledge at speed and scale. By leveraging no-code platforms, credit unions can streamline operations and drive efficiency. Andie and Matthew will discuss real-life use case of no-code automation at Ent Credit Union and its impact on its member experience.

Sponsored by:

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Andie Dovgan

Chief Growth Officer, Creatio

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Matthew Pincoski

Director of Engagement Systems at Ent Credit Union

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11:45 - 12:30

Financial Summit — ALM: A Directors' Perspective on Risk Management & Examiner Focus in a Post SVB Environment

Emily Hollis

The recent banking crisis is filled with lessons learned for credit union directors, supervisor committee members, and CFOs. What went wrong before the crisis reached a point of no-return at banks such as SVB? At what point should the leadership have made adjustments to their balance sheets? What were the red flags – or even yellow flags? Find out what exactly led to the crisis by digging into the number. Plus, learn how are examiners are shifting their focus in the wake of the banking crisis. Emily Hollis reveals the top 5 strategies credit unions can apply to manage liquidity risk and interest rate risk using some of the same solutions they recommend as advisors to 75% of the nation’s $1 billion+ credit unions.

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Emily Hollis

CEO, ALM First

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11:45 - 12:30

CU Connect Meeting: How to be the Amazon Prime of Checking

Dave DeFazio

By invitation only.

Sponsored by:

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Dave DeFazio

Partner, StrategyCorps

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Lunch Break
12:30 - 13:15

Networking Luncheon

13:15 - 13:45

Networking and Dessert in Exhibit Hall

Guest Experiences
14:00 - 16:30

The Bob Ross Joy of Painting 'n Sipping Experience

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

Click here for information.

13:30 - 16:30

Day Drinking with Magicians at the Lost Spirits Distillery

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

Click here for information.

Breakout Summits Sessions
13:45 - 14:15

Leadership Summit — Are You Living in Ground Hog Day or The Matrix?

Val Mindak

Be honest, are you doing the same thing day after day like the movie, Ground Hog Day? Or, are you living in The Matrix, wherein you can imagine what you want to achieve and create a world within your credit union that is continually evolving and improving? Find out how to better compete and inspire your managers and all your employees to join you on a journey in The Matrix that is purpose-driven, exciting and meaningful for your staff and your members. Discover how you can also create a spirit of continuous improvement and innovation by living in The Matrix and putting a stop to Ground Hog Day.

Session repeats at 2:30pm.

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Val Mindak

CEO/President, Park City Credit Union

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13:45 - 14:15

Marketing & Branding Summit — How to Reverse Declining Member Satisfaction

Mark Galauner

“You guys are more like a bank now!” That is not a compliment. That is a common refrain as CUs continue a long, slow decline in customer satisfaction scores and fail to meet members’ expectations. Banks now excel in most areas of customer experience compared to CUs, according to the latest results of the annual American Customer Satisfaction Index. The good news is that member data can show you how CUs can once again beat the banks. Learn the 5 key drivers to improve member satisfaction, leverage in-person experiences, and increase meaningful engagement with members digitally. Then, see how one CU is beating the banks and other CUs by exceeding members’ expectations immediately following this presentation.

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Mark Galauner

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

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13:45 - 14:15

DEI Summit — Leading Change: How Inspiring Leaders Empower Those Around Them to Achieve More

Dohnia Dorman

Change should be never-ending. However, too many CUs see change as a beginning and an end. For credit union leaders to compete today, change should be constant. Find out how to overcome the greatest obstacles leaders and managers face when trying to implement change, the various roles you can play as a change agent, and how to become a more effective change leader. Learn how to harness change leadership with practical tactics to lead, influence, and inspire your CU.

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Dohnia Dorman

Chief Experience Officer, African-American Credit Union Coalition

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13:45 - 14:15

Lending Summit — Leveraging Embedded Finance for a Superior Member Experience

Corrin Maier

Credit union members expect a lot from you, and you want to deliver. Recently, we have seen growing demand for seamless digital experiences for members to be able to explore and complete a variety of tasks through digital channels. Integrating (or embedding) opportunities and touchpoints within their journey is key to delivering on these expectations. In fact, the embedded finance market continues to grow rapidly, generating over $20 billion of revenue across payments, lending, banking and cards, with projections to expand to $51 billion by 2025. While this can welcome increased competition from non-traditional players, it also presents a tremendous growth opportunity for credit unions.  Learn firsthand how you can deliver a great member experience that can also help your credit union grow by embracing embedded technology available today.

Sponsored by:

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Corrin Maier

VP, Lending Consumer Experience, TruStage

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13:45 - 14:15

HR Summit — Recruit, Retain, Mentor, Motivate in this Crazy Job Market – By Shari Storm

Shari Storm

Is your credit union posting your job openings where young people hang out? As we all fight over the same job candidates, how can your credit union cast a wider net to catch more high caliber employees? What steps can you take in the interview process to avoid hiring a psychopath? Once you have a good employee, how do you keep them? We’ll discuss the four things you must do to keep high quality staff and the four things you must avoid at all costs.

This fun, interactive presentation will not only have you laughing, you will walk away with steps you can take on Monday to begin winning the giant talent grab.

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Shari Storm

CEO, Category 6 Consulting

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13:45 - 14:15

Trending Summit — Leveraging Data to 10x your MX

Anne Legg

 

Leveraging Data: 10x the MX 

Credit unions have amazing member experience stories. They range from helping refinance debt to breaking a payday loan cycle to delivering meals and shoveling snow-filled driveways. This is no surprise because CUs are mission-based financial institutions that serve their members. The secret is scaling the member experience to 10x – and achieve a greater impact with your members and your ROA. Learn how some of the most successful CUs in the country are using data to: 

  • increase member experience and satisfaction. 
  • Improve organizational efficiency and processes. 
  • empower your talent, boost satisfaction, and build a critical thinking and execution capability. 

 

Plus, every attendee will have access to the all-new 10x the MX credit union case study! 

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Anne Legg

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13:45 - 14:15

Financial Summit — Updating your Revenue Toolkit: Perspectives from a CFO

Sara Dolan

To help reduce liquidity risk and diversify revenue streams, MSU FCU launched a separate business to invest in start-ups. Discover how this unconventional and other strategies are expected to help generate non-interest income that are less sensitive to rates.

A speaker photo for  Sara Dolan

Sara Dolan

CFO, MSU FCU

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14:15 - 14:30

Transitional Break

Breakout Summit Sessions
14:30 - 15:00

Leadership Summit — Are you living in Ground Hog Day or The Matrix?

Val Mindak

Be honest, are you doing the same thing day after day like the movie, Ground Hog Day? Or, are you living in The Matrix, wherein you can imagine what you want to achieve and create a world within your credit union that is continually evolving and improving? Find out how to better compete and inspire your managers and all your employees to join you on a journey in The Matrix that is purpose-driven, exciting and meaningful for your staff and your members. Discover how you can also create a spirit of continuous improvement and innovation by living in The Matrix and putting a stop to Ground Hog Day.

A speaker photo for Val Mindak

Val Mindak

CEO/President, Park City Credit Union

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14:30 - 15:00

Branding & Marketing Summit — How to Dominate Member Satisfaction: Solutions from the Front Lines

Heather Pizzala

You’ve seen the headlines: Banks Are Beating Credit Unions in Customer Experience. CUs often struggle to provide excellent digital service and in-person service compared to Big Banks. However, a few CUs stand out. Find out what one top-performing CU is doing day-to-day to create excellent experiences in all channels – and learn the winning strategies you can begin to apply in your credit union.

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Heather Pizzala

VP of Marketing, Genisys Credit Union

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14:30 - 15:00

DEI Summit — It Begins at the Top: Creating a Culture of Diversity, Equality and Inclusion in the Boardroom

Maurice Smith, Esq.

 

For DEI to be successful, it must consist of more than committees, trainings, and diversity hires. It must be systematically woven into the mission and vision of the credit union and that starts at the top – in the boardroom. Join attorney and retired credit union CEO Maurice Smith as he reveals how to create a culture of DEI among directors – and throughout the credit union. Find out:

  • How your fiduciary duties as directors are connected to DEI.
  • Why the risks every CU board faces can be minimized with sound DEI initiatives. This is a matter of survival for all credit unions.
  • How screening for board candidates requires a focus on the credit union’s season and the composition needs of the Board.

The discussion will culminate with a focus on vision and strategy – the ultimate building blocks for a successful board.

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Maurice Smith, Esq.

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

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14:30 - 15:00

Lending Summit — Love it or List It: The Growing Trend of Home Renovations and Credit Union’s Important Role

Austin J. Wentzlaff

With record low inventory, an aging housing stock, and decade high mortgage rates, homeowner’s are facing one of the most difficult housing markets ever.  As a result, many homeowners are now considering updating their existing home to accommodate their growing needs, instead of selling and moving to a new home.  The challenge, however, is a serious lack of options to finance larger home renovations.  Learn the same strategies other CUs are using to add over 3000 new direct members, with an average loan size of $180k, while enhancing their member experience and with a new loan type and renovation concierge service.

Sponsored by:

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Austin J. Wentzlaff

Business Development Executive, RenoFi

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14:30 - 15:00

HR Summit — Second Chance Hiring: Sourcing Overlooked and Untapped Talent

Ty Reed

Although the NCUA and FDIC issued guidance in 2020 making it easier for people with criminal records to find employment in the financial sector, credit unions have been slow to adopt and implement these guidelines. This is likely due to fear and a lack of information.

The pool of candidates is too large and contains too many qualified applicants for credit unions to continue this practice. If your organization is truly committed to building the most qualified and strongest workforce, having a defined strategy to attract and evaluate these applicants is crucial. In this entertaining and information-packed presentation, you’ll learn the following:

  • How bias impacts the hiring process of these applicants
  • The top question to ask to decide whether a job seeker with a criminal conviction history is a low risk
  • A framework for evaluating second applicants that lessens bias and provides legal protection for your company
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Ty Reed

Recovery Career Services

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14:30 - 15:00

Trending Summit — From NFL Hopeful to Paraplegic: An Inspirational Story of Believing What is Possible

Timothy "TA" Alexander

Football phenom, Timothy “TA” Alexander, had aspirations of going to the NFL until a car accident left him paralyzed from the neck down and never able to walk again. Yet, during his physical rehabilitation he discovered what was most important was the nurturing of his mind and believing in one very powerful statement, “We don’t need it to be easy, we just need it to be possible.” In this inspirational and powerful session, you will learn how to:

  • See problems as opportunities.
  • Identify what you have that can you offer others
  • Help others achieve their vision as leaders.
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Timothy "TA" Alexander

Emmy Award Winner & Founder, InspiredbyTA.com

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14:30 - 15:00

Financial Summit — Updating your Revenue Toolkit: Perspectives from a CFO

Sara Dolan

To help reduce liquidity risk and diversify revenue streams, MSU FCU launched a separate business to invest in start-ups. Discover how this unconventional and other strategies are expected to help generate non-interest income that are less sensitive to rates.

A speaker photo for  Sara Dolan

Sara Dolan

CFO, MSU FCU

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Agenda

Conference - Friday 28th

Open
07:30 - 09:00

Buffet Breakfast

General Sessions
09:00 - 09:50

Underground Collision — The Power of Generative AI: The Good, The Bad and The Ugly

Brandi Stankovic, Ed.D., Renee Sattiewhite, Amber Harsin, Ed Chuang, George Estrada, Becky Reed

Everybody is talking about the power of artificial intelligence to take over the world – write our narratives, underwrite loans, deepen relationships and so much more. Heck, AI can even do the work for us! But… is that the truth? Can we turn over our most valued CU commodity, trust, to AI? Diverse industry thought leaders will debate why generative AI is good, why it is bad and how quickly it can get ugly without proper oversight and due diligence. You don’t want to miss this Underground event!

Moderator:
Brandi Stankovic, Principal, Strategic Advisory

Speakers:
Renee Sattiewhite, President & CEO, African-American Credit Union Coalition
Amber Harsin, CEO, CU Prodigy
George Estrada, Principal Strategic Advisor, Amazon Web Services
Ed Chuang, EVP & CIO, Logix FCU
Becky Reed, CEO, Lone Star CU (retired), Owner, Becky Reed as a Service

A speaker photo for Brandi Stankovic, Ed.D.

Brandi Stankovic, Ed.D.

Principal, Strategic Advisory

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A speaker photo for Renee Sattiewhite

Renee Sattiewhite

CEO & Founder, Sattiewhite Training Productions, Inc.

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A speaker photo for Amber Harsin

Amber Harsin

CEO, CU Prodigy

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A speaker photo for Ed Chuang

Ed Chuang

EVP & CIO, Logix FCU

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A speaker photo for George Estrada

George Estrada

Principal Strategic Advisor, Amazon Web Services

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Becky Reed

CEO, Lone Star CU (retired), Owner, Becky Reed as a Service

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09:50 - 10:00

Turning Ideas into Action: What's Next for You and Your CU?

Dennis Sullivan

Bring your notes and the ideas you have collected so far from the sessions you attended at the CU Leadership Convention, and let’s begin to turn the best ideas into action. In this interactive exercise, you will determine the top 3 take-aways and begin to plan your implementation strategy.

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Dennis Sullivan

Conference Chairman

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10:00 - 10:15

Pathway to Safety: How CU Leaders Can Help Ukrainian Refugees

Susan Mitchell

While many in the U.S. watch the news reports of the bombings and atrocities by Russian forces in Ukraine and wonder what can be done, the Polish credit union foundation, Via Stella, is providing aid to Ukrainian war victims and refugees. Through a unique cooperative effort between American and Polish credit unions, the foundation is raising funding and resources to help provide ambulances, emergency medical equipment, housing grants, education materials for children, support for school lunch and breakfast programs, Ukrainian language lessons and much more for Ukrainian refugees forced to flee their home country and live in Poland. See for yourself how your credit union can help those who need it most.

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Susan Mitchell

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

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10:15 - 11:00

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

Patrick Adams

CU Leadership Convention’s All-Time, Highest-Rated Speaker closes out the conference with his usual mix of humor and hard-hitting ideas as to what will make our credit unions successful.  Patrick Adams will share the most important lessons learned from his 47-year career in credit unions, but this will not be an old man, telling old stories, from old times.  No.  Patrick will weave the fibers of his many experiences, both professionally and personally, into a tapestry for success in today’s world. Plus, our Host and Chairman of the Convention, Dennis Sullivan, will conduct an interview that will be “must see” to conclude Patrick’s farewell address!

A speaker photo for Patrick   Adams

Patrick Adams

Strategic Advisor, St. Louis Community CU

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11:00 - 11:00

Conference Adjourns

Emmitt Smith

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

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

Todd Harper

Chairman, NCUA

Coming soon.

Patrick Adams

Strategic Advisor, St. Louis Community CU

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

Ty Reed

Recovery Career Services

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

Maurice Smith, Esq.

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

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

Ancin Cooley, CIA, CISA

Founder & Principal of Synergy Credit Union Consulting, Inc

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

Milton Hunt

President, author of 10 Keys to Maximizing Your Potential

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

Mark Galauner

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

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

Delana Huling

President & CEO, Baylor Health Care System CU

Ms. Huling currently serves as President and CEO of Baylor Health Care System Credit Union in Dallas, Texas. With over 20 years of operational and transformational leadership in the financial industry she has a proven track record of building diverse… Read full bio

Mark Arnold

Founder & CEO, On the Mark Strategies

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

Pablo DeFillipi

Executive VP, Inclusiv Network

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

LaSonya Berry

Founder & CEO, McPherson, Berry & Associates

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

Lamont Black

Futurist & Professor, DePaul University

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

Roger Wolkoff

Chief Authenticity & Relationship Expert

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

James Robert Lay

Founder & CEO, Digital Growth Institute

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

Shari Storm

CEO, Category 6 Consulting

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

John Lanza

author, The Art of Allowance

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

Tyrone Muse

CEO, Visions FCU

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

Val Mindak

CEO/President, Park City Credit Union

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

Tim Harrington

CPA, President, TEAM Resources

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

Dohnia Dorman

Chief Experience Officer, African-American Credit Union Coalition

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

Anne Legg

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

Emily Hollis

CEO, ALM First

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

Susan Mitchell

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

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

Sara Dolan

CFO, MSU FCU

Sara Dolan serves as the Chief Financial Officer (CFO) at Michigan State University Federal Credit Union (MSUFCU). Dolan joined MSUFCU in 2005. Throughout her career, she has served in a variety of roles and became CFO in 2013. Sara also serves as CF… Read full bio

Janice Hollar

CFO, Achieva CU

Bio coming soon.

Brian Bone

President/CEO, American Partners FCU

Brian is a native of Georgia, lived in New Mexico for 20 years and now serves in the Triad area of North Carolina and Southwest Virginia. Brian has spent his career in the banking and real estate finance industry. His passions include Scouting, busin… Read full bio

Juli Lewis

Chief Relationship Officer, Michael Walters Advertising

 Juli Lewis currently works as the Chief Relationship Officer for Michael Walters Advertising, a journey she began in early 2021. Prior to that, Juli worked in the credit union industry for more than 25 years, starting her career with Suncoast Credit… Read full bio

Jeff Cardone

Partner Luse Gorman, PC

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

Andrew Hay

Cybersecurity Strategist, LARES

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

Stef Luck

VP Sales, Trellance

Stef Luck is a sales leader at Trellance, responsible for the development and growth of credit union partnerships. She leads an experienced team of business development professionals who are passionate about helping credit unions make the most of the… Read full bio

Maggie Chopp

Sr. National Sales Executive, Trellance

Maggie Chopp is a sales specialist at Trellance, where she works with credit unions in the Western region to promote business intelligence adoption. With a background in lending and a passion for analytics, Maggie has extensive experience delivering… Read full bio

David Koch

Director, Advisory Services, Abrigo

Since 1989, Dave has delivered educational programs on Asset/Liability Management and pricing topics to Federal Regulatory Agencies, national and state industry trade groups, Federal Home Loan Banks, and Corporate Credit Unions nationwide. Dave curre… Read full bio

John Janclaes

President, NYMBUS

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

Vicky Garcia

CEO, Latino Community CU

Vicky Garcia, the current Interim CEO for Latino Community CU, is an accomplished Credit Union Professional with a strong background in strategic leadership and a deep commitment to transforming the lives of immigrant communities. With her innovative… Read full bio

Corrin Maier

VP, Lending Consumer Experience, TruStage

Corrin Maier is the Vice President of Lending Member Experience, leading the Digital and Customer Optimization teams. In this role, she is focused on helping Credit Unions protect their members with payment protection products. Maier has held numerou… Read full bio

Mark Sweeney

Vice President, IFT

Mark Sweeney joined IFT as vice president in 2016 and is responsible for managing the company’s platforms in the finance and technology spaces. He developed his deep expertise in credit and funding, risk, and retail lending during more than 30 years… Read full bio

Keith & Rebecca Klein Scott

Owners, TALLsmall Productions, LLC

​​Get unstuck and gain momentum. We curate the strategies you and your team need to boost your communication skills and coach you through the process in an interactive style. What do our clients experience? -Enhanced confidence and stronger presentat… Read full bio

Mike Scheid

Executive Director, Community Impact Fund (CIF)

Mike is a passionate leader focused on “doing good by doing well” in business. Before joining CIF in January of 2021, he owned Share Good Foods, which was successfully sold, and led the development of SGF, a Do Good Things social enterprise. He also… Read full bio

Daniel Bednar

Chief Strategy Officer, CBC FCU

After spending a decade as an Intelligence Officer in the United States Navy, Daniel joined CBC Federal Credit Union in September 2017. At CBC, he leads the development and execution of CBC strategic plan. As part of the strategic development departm… Read full bio

Jill Nowacki

President/CEO, Humanidei

Jill Nowacki started her career with credit unions in 2001. She has taken on leadership roles at credit unions and state and national trade associations. Now, she is using her experience and passion to lead Humanidei, a human capital strategies firm… Read full bio

Heather Pizzala

VP of Marketing, Genisys Credit Union

Heather Pizzala is an energetic and passionate credit union executive with over two decades of experience in credit union marketing. With a deep understanding of the financial industry and a commitment to delivering exceptional member experiences, He… Read full bio

Amber Harsin

CEO, CU Prodigy

Coming soon.

George Estrada

Principal Strategic Advisor, Amazon Web Services

I am a technology and business leader embracing every aspect of the customer journey to optimize the customer experience. I accomplish this by building, managing, and leading the development and delivery of innovative technology-based solutions. I ha… Read full bio

Ed Chuang

EVP & CIO, Logix FCU

Coming soon.

Liz Ponder

Executive Vice President/Chief Retail Officer, SRR FCU

Liz Ponder is a Senior Executive leader for SRP Federal Credit Union, a $1.7 Billion organization headquartered in North Augusta, South Carolina. SRP FCU has over twenty branches with almost 400 employees. Liz began her career as a teller for First C… Read full bio

Matt Roe

Chief Revenue Officer, Open Lending, LLC

As the Chief Revenue Officer at Open Lending, Matt oversees all aspects of the customer partnership model by providing high quality consultation, training, and deployment strategies for the Lenders Protection product. Matt has been with Open Lending… Read full bio

Jim Lake

Managing Partner, Michael Walters Advertising

Jim started his career in 1986 as a director for NBC before becoming the Managing Partner of Michael Walters Advertising. Jim has been a featured speaker and marketing subject matter expert for many groups including The National Association of Mutual… Read full bio

Dennis Sullivan

Conference Chairman

Coming soon.

Timothy "TA" Alexander

Emmy Award Winner & Founder, InspiredbyTA.com

Timothy Alexander is a faith driven young man who has dedicated his life to motivating and inspiring others. A native of Birmingham Alabama, Timothy attended Erwin High School and was ranked the #8 high school football player in the state. Timothy ha… Read full bio

Zach Christensen

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

Zach Christensen is an executive leader with both strategic and technical skills. As a digital marketer, video and virtual engagement producer and credit union fanatic, he has quickly shifted to a virtual environment driving execution of initiatives… Read full bio

Becky Reed

CEO, Lone Star CU (retired), Owner, Becky Reed as a Service

coming soon

Peter Duffy

Managing Director, Piper Sandler Companies

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

Austin J. Wentzlaff

Business Development Executive, RenoFi

Austin Wentzlaff is currently the Business Development Executive at RenoFi, a financial technology company enabling next-generation home renovation loans. Prior to joining RenoFi, Austin was the Founder and President of Fintech Accelerator, a consult… Read full bio

Gabe Krajicek

CEO, Kasasa

Gabriel Krajicek empowers community financial institutions with disruptive innovations and champions them in their fight for market dominance against megabanks and new industry players. Gabe is captain of Kasasa®. CEO since 2005, he has provided more… Read full bio

John Felton

CEO, Southern Chautauqua FCU

John has been instrumental in establishing Southern Chautauqua FCU as the only Community Development Financial Institution (CDFI) Credit Union in Chautauqua County, which is one of the poorest counties in New York State. Under his leadership, the cre… Read full bio

Thomas James Stewart

Credit Union Strategic Consultant, Solutions Metrix

Strategic Advisor, Executive Coach and Mentor BOS Implementor & Coach / EOS Integrator (Business Operating Systems) Executive management professional with proven success in turnarounds, strategic direction, M&A, change management, operations… Read full bio

Kylee Taliadoros

Account Executive, Abrigo

Kylee is an Abrigo Account Executive and partners with community financial institutions to help automate their current manual processes, eliminate errors, and spend more time analyzing results.

Ted Brown

Co-founder and CEO, Digital Onboarding

Fintech industry expert and straight shooter, Ted Brown, helps bank and credit union executives grow customer and member engagement and profitability. He is the CEO and Cofounder of Digital Onboarding Inc. which offers a digital adoption platform tha… Read full bio

Scott Young

MVP, Innovation and Emerging Services, PSCU

Scott P. Young oversees the Innovation and Emerging Services Team at PSCU. With over twenty-five years of experience in payments, Scott started his career at First Data in Omaha before moving to Pentagon Federal Credit Union (PenFed) and more recentl… Read full bio

Brandi Stankovic, Ed.D.

Principal, Strategic Advisory

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

April Richardson, Esq.

Poet, Entrepreneurs & former FDIC legal counsel

I am the mother to my son Donovan, an Attorney and Entrepreneur. I have a successful career as a white collar crimes Attorney and I own a super popular bakery manufacturing company. I believe that people take their day jobs way too seriously. So seri… Read full bio

Andie Dovgan

Chief Growth Officer, Creatio

Andie is responsible for Creatio’s marketing organization, business development, sales enablement, and sales engineering teams with the full focus on growing the brand as well as providing support for all expansion initiatives across the globe. Andie… Read full bio

Matthew Pincoski

Director of Engagement Systems at Ent Credit Union

Experienced Leader and Client Relationship Manager with a demonstrated history of working in the financial services software industry. Skilled in Sales, Customer Relationship Management (CRM), Databases, Organizational Leadership, and Management. Str… Read full bio

Dave DeFazio

Partner, StrategyCorps

Dave DeFazio is a partner at StrategyCorps and works with bank clients to design, build and implement a variety of checking, marketing and training programs. His extensive financial services experience and continuous research in the field ensures eac… Read full bio

Glenn Christensen

President, CEO Advisory Group

Glenn Christensen is Founder and President of CEO Advisory Group the first Merger and Acquisitions consultancy focusing on the credit union industry. As a visionary and entrepreneurial leader with 25 years of executive level experience in the financi… Read full bio

Renee Sattiewhite

CEO & Founder, Sattiewhite Training Productions, Inc.

Ms. Sattiewhite is credited for giving organizations a “new look” in the areas of customer satisfaction, employee relations, marketing materials and training materials. Ms. Sattiewhite also serves as an executive coach, mentoring trainer and assists… Read full bio

Bryan Purdy

Director of SE, interface.ai

Bryan is currently the Director of SE at interface.ai, offering technical and strategic support towards interface's sales initiatives. With 21 years of experience, he has a passion leading SE teams that provide technical consulting services that driv… Read full bio

Tyler Moore

Partner, KellMoore & Associates, LLC

Tyler Moore has worked for 22 years in the financial industry primarily as a financial advisor. His expertise is working with business owners and financial institutions, which gives him a broad, holistic perspective that enables him to provide innova… Read full bio

Marie Kell

Partner, KellMoore & Associates, LLC

Maria Kell advises businesses on qualified and non-qualified benefits, as well as Corporate-Owned Life Insurance (COLI). Her expertise in mergers and acquisitions, audit, lending, credit, accounting, and banking enables her to provide innovative solu… Read full bio

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

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


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

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

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

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

We look forward to seeing you in Vegas!

Dennis J. Sullivan, Chairman

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

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

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

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

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