
CU Leadership Convention
See you at the Mirage in 2024!
July 30- August 2, 2024
Join us at the #1
event for CU Leaders
What you missed in 2023:
Save your spot and register today!
60+ Speakers… 63 Sessions… 8 Breakout Summits…
All at the #1 Event for Credit Union Leaders
Meet with the country’s most inspiring and innovative thought leaders at the 46th annual CU Leadership Convention. Join us at Caesars Palace from July 25-28 in America’s most exciting city: Las Vegas!
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
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
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)
2023 CU Leadership Convention Sponsors
100% Money-Back Guarantee
We’re so confident that the CU Leadership Convention will meet your credit union needs that we are offering our 100% Money-Back Guarantee. If you don’t return to your credit union with the strategies needed to contribute to the growth of your organization, write us and we will promptly return your entire registration fee—no questions asked.
Cancellations and Substitutions:
Our cancellation and substitution policy are as follows: If you’re unable to attend, you’re welcome to send a substitute. Or, if you cancel in writing by Thursday, May 5, 2023, you may get a full refund. After that date, there is no refund, but you may use your registration fee at next year’s CU Leadership Convention. Registrants who do not cancel and do not attend are liable for the full conference fee. Cancellations via phone will not be accepted.
Questions?
Call 866-620-5937. Our customer service team is available M-F, 9 am–5 pm EST.
Agenda
Deep Dive Pre-Conference Workshops - Tuesday 25th
Convention Registration Opens
Deep Dive Pre-Conference Workshop 1 – Mergers & Acquisitions: Opportunities and Pitfalls Every CU Should Know
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:
- 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.
- Assess potential merger targets and whether they are a strategic fit.
- Conduct a comprehensive financial analysis of the target CU to assess the risks and liabilities.
- Evaluate the cultural compatibility of potential targets.
- Navigate the regulatory and legal compliance challenges to ensure a smooth transition.
- Review the operational integration including the core processing, staffing and branch network.
- Develop a robust communication strategy to keep all stakeholders engaged.
- 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.
Deep Dive Pre-Conference Workshop 2 – Shift Happens: 4 Trends That are Shaping How CUs Do Business and How to Leverage Data Analytics
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:
- The digital revolution;
- Shifts in member purchase behavior;
- A focus on financial wellness;
- 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.

Anne Legg
Read bioDeep Dive Pre-Conference Workshop 3 – Financial Management: Deciphering the Numbers for Better Decision Making
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.

Agenda
Conference - Wednesday 26th
Registration
Exhibit Hall Grand Opening & Continental Breakfast
Sponsored by:
Opening Keynote with 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.

Emmitt Smith
#1 Leading Rusher in NFL History, 3 Time Super Bowl Champion, Bestselling Author
Read bioLeadership Panel Discussion: Turning Vision into Reality: How 3 Credit Union CEOs are Forging Ahead in a New Era
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.
Networking Break in Exhibit Hall
6 x 6: 6 Speakers Share Their ONE Best Idea That Will Have the BIGGEST Impact on CUs Today






Networking Luncheon
Networking and Dessert in Exhibit Hall
Leadership Summit — Thriving in the Epic Funding Crisis
$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:

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

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

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

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

Trending Summit — Next Best Action: Data and AI Establish Roots for Lifelong Membership
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:
Financial Summit — Panel discussion: Innovative Solutions to Today's Toughest Financial Challenges
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.
Transitional Break
Leadership Summit — New Shifts in the Foundation of “Banking” and How They Impact Your CU
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:

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

Fintech Summit — Cryptocurrency and its Impact on CUs
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.

Lending Summit — Managing Risk in Unprecedented Times
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.

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

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

Financial Summit — M&A Panel Discussion: How to Determine What's Best for You, Your CU and Your Members
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:
Transitional Break
Leadership Summit — Best Practices for Transformational Leadership
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.

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

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

Lending Summit — Hidden Opportunities for Profitable and Sustainable Growth
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.
HR Summit — CUs Are Made to Impact: Building Thriving Communities Starts with Your Own, But Can’t Stop There!
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.
Trending Summit — Meeting Mastery: Secrets of High Performing Boards
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.

Financial Summit — Data Driven Approaches to Understanding Member Behavior
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.

Happy Hour in the Exhibit Hall
Enjoy an evening of comedy with stand-up legend, Paul Rodriguez
Enjoy a hilarious opening-night reception with legendary stand-up comic, Paul Rodriguez. For nearly three decades, Paul Rodriguez has been making audiences laugh all over the world with his unique brand of humor that is a perfect blend of his Latin heritage, the American dream and his undeniable universal appeal.
Named by Comedy Central as one of the “100 Greatest Standups of All Time,” Paul Rodriguez starred in “The Original Latin Kings of Comedy” and appeared on America’s favorite late night TV shows including “The Wanda Sykes Show,” “The Tonight Show with Jay Leno,” “Last Call with Carson Daly,” and “Politically Incorrect” in addition to playing voice overs on “King of the Hill” and “Dora the Explorer”.
Register today as an attendee or guest, and don’t miss your chance to see the comedy legend!
Agenda
Conference - Thursday 27th
Exhibit Hall Open
Breakfast of Champions
(Must have ticket to enter. Open to first 300 registrants.)
Opening Keynote — The Leadership Journey & Road Ahead for Credit Unions - Insights from NCUA Chairman Todd Harper
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.

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
2-Minute Spotlight: 4 Speakers Have Just 2 Minutes to Share One BIG Idea in this Theatrical Presentation
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!
Transitional Break
Leadership Summit — The Power of Instant
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:

Marketing & Branding Summit — Attracting & Engaging Younger Members Against a Growing Pool of Competitors
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.
DEI Summit — Building Bridges: Practical strategies to solve the diversity problem at CUs of all sizes
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.

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

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

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

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

Networking Break in Exhibit Hall
CU Connect Meeting: The Dark Side of Executive Benefits and How to Avoid It
Leadership Summit — Go Underground and Get Sh!t Done
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!

Susan Mitchell
CEO, Mitchell, Stankovic & Associates, Founding Chair of the Global Women’s Leadership Network, & National CU Foundation’s Herb Wegner Outstanding Individual Lifetime Achievement Award Winner
Read bio
Marketing & Branding Summit — Tech Demo: 4 Solutions Providers Unveil their Newest Innovations, LIVE!
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:
DEI Summit — Let’s get real: What it Takes to Make a Commitment as a Change Leader
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:
Lending Summit — 3 Innovative & Profitable Lending Tactics to Better Serve Your Members & Your CU
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.

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

Trending Summit — How a “No-Code Approach” Can Help CUs Embrace a Digital Future
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:
Financial Summit — ALM: A Directors' Perspective on Risk Management & Examiner Focus in a Post SVB Environment
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.

CU Connect Meeting: How to be the Amazon Prime of Checking
By invitation only.
Sponsored by:

Networking Luncheon
Networking and Dessert in Exhibit Hall
The Bob Ross Joy of Painting 'n Sipping Experience
If you have ever wanted to paint a mountain retreat, a meadow lake, or a bubbling waterfall as effortlessly as the late, great TV personality and instructor Bob Ross (and who hasn’t?), we have the idyllic experience for you. Perfect for beginners and artists of all levels, Ed Mueller, our Certified Bob Ross, will guide you as you create your happy little masterpiece in just one afternoon that you can proudly display in your living room. All the paint and tools you will need are provided. Plus, we will serve refreshments and wine to keep the creative juices flowing. To paraphrase Bob Ross, “There is an artist hidden at the bottom of every single one of us.”
Click here for information.
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.
Leadership Summit — Are You Living in Ground Hog Day or The Matrix?
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.

Marketing & Branding Summit — How to Reverse Declining Member Satisfaction
“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.

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

Lending Summit — Leveraging Embedded Finance for a Superior Member Experience
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:

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

Trending Summit — Leveraging Data to 10x your MX
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!

Anne Legg
Read bioFinancial Summit — Updating your Revenue Toolkit: Perspectives from a CFO
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.

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

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

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

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

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

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

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

Agenda
Conference - Friday 28th
Buffet Breakfast
Underground Collision — The Power of Generative AI: The Good, The Bad and The Ugly
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






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

Pathway to Safety: How CU Leaders Can Help Ukrainian Refugees
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.

Susan Mitchell
CEO, Mitchell, Stankovic & Associates, Founding Chair of the Global Women’s Leadership Network, & National CU Foundation’s Herb Wegner Outstanding Individual Lifetime Achievement Award Winner
Read bioThe Last Lecture: Lessons Learned From 40+ Years in the Movement
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!

Conference Adjourns

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

Patrick Adams
Strategic Advisor, St. Louis Community CU

Ty Reed
Recovery Career Services

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

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

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

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

Delana Huling
President & CEO, Baylor Health Care System CU

Mark Arnold
Founder & CEO, On the Mark Strategies

Pablo DeFillipi
Executive VP, Inclusiv Network

LaSonya Berry
Founder & CEO, McPherson, Berry & Associates

Lamont Black
Futurist & Professor, DePaul University

Roger Wolkoff
Chief Authenticity & Relationship Expert

James Robert Lay
Founder & CEO, Digital Growth Institute

Shari Storm
CEO, Category 6 Consulting

John Lanza
author, The Art of Allowance

Tyrone Muse
CEO, Visions FCU

Val Mindak
CEO/President, Park City Credit Union

Tim Harrington
CPA, President, TEAM Resources

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

Anne Legg

Emily Hollis
CEO, ALM First

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

Sara Dolan
CFO, MSU FCU

Brian Bone
President/CEO, American Partners FCU

Juli Lewis
Chief Relationship Officer, Michael Walters Advertising

Jeff Cardone
Partner Luse Gorman, PC

Andrew Hay
Cybersecurity Strategist, LARES

Stef Luck
VP Sales, Trellance

Maggie Chopp
Sr. National Sales Executive, Trellance

David Koch
Director, Advisory Services, Abrigo

John Janclaes
President, NYMBUS

Vicky Garcia
CEO, Latino Community CU

Corrin Maier
VP, Lending Consumer Experience, TruStage

Mark Sweeney
Vice President, IFT

Keith & Rebecca Klein Scott
Owners, TALLsmall Productions, LLC

Mike Scheid
Executive Director, Community Impact Fund (CIF)

Daniel Bednar
Chief Strategy Officer, CBC FCU

Jill Nowacki
President/CEO, Humanidei

Heather Pizzala
VP of Marketing, Genisys Credit Union

George Estrada
Principal Strategic Advisor, Amazon Web Services

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

Matt Roe
Chief Revenue Officer, Open Lending, LLC

Jim Lake
Managing Partner, Michael Walters Advertising

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

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

Peter Duffy
Managing Director, Piper Sandler Companies

Austin J. Wentzlaff
Business Development Executive, RenoFi

Gabe Krajicek
CEO, Kasasa

John Felton
CEO, Southern Chautauqua FCU

Thomas James Stewart
Credit Union Strategic Consultant, Solutions Metrix

Kylee Taliadoros
Account Executive, Abrigo

Ted Brown
Co-founder and CEO, Digital Onboarding

Scott Young
MVP, Innovation and Emerging Services, PSCU

Brandi Stankovic, Ed.D.
Principal, Strategic Advisory

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

Andie Dovgan
Chief Growth Officer, Creatio

Matthew Pincoski
Director of Engagement Systems at Ent Credit Union

Dave DeFazio
Partner, StrategyCorps

Glenn Christensen
President, CEO Advisory Group

Renee Sattiewhite
CEO & Founder, Sattiewhite Training Productions, Inc.

Bryan Purdy
Director of SE, interface.ai

Tyler Moore
Partner, KellMoore & Associates, LLC

Marie Kell
Partner, KellMoore & Associates, LLC
You’re invited to the #1 event for growth-minded CU Leaders
The CU Leadership Convention held every summer in Las Vegas is regarded as one of the top conferences for credit union executives and directors with more than 1,200 attendees and 50+ solution providers.
Previously known as the Directors’ Conference, the Directors & CEO Conference and now the CU Leadership Convention, we have always strived to deliver the very best information to help your credit union grow. For 45 years, the conference has delivered the best content, packed with practical guidance and innovative solutions from the country’s leading SMEs, CEOs, executives, directors and consultants willing to share what’s working – and what’s not.
This year is no exception! Join us in Vegas to share ideas, network and learn from the country’s leading credit union experts. This year’s convention features:
- 63 sessions with real-world guidance from CEOs, directors and SMEs.
- 8 NEW Breakout Summits on today’s hottest topics, including lending, HR, leadership, fintech and more. Pick and choose your favorite topics!
- 3 NEW Deep Dive Pre-Conference Workshops on big data, financial management and M&As.
- Expanded Breakfast of Champions idea exchange (limited to the first 300 paid attendees).
- NEW exhibit hall featuring 50+ solution providers.
- Opening night entertainment with comedy legend, Paul Rodriguez
- And much more!
Since we are not an association or a CUSO, we deliver unvarnished perspectives from the industry’s leading thought leaders, so you have the information you need to better serve your communities, your members and your employees. This commitment to top-quality content and thought-provoking speakers – all while in America’s most exciting city – makes the CU Leadership Convention a must-attend event for any credit union leader.
We look forward to seeing you in Vegas!
Dennis J. Sullivan, Chairman