Look forward to seeing you Aug 12 – 15, 2025 in Vegas!
See what you missed in 2024…
60+ Speakers… 63 Sessions… 8 Breakout Summits…
All at the #1 Event for Credit Union Leaders
Click here for 2023 Recap
Proud partners with
AACUC Members click here.
Download the 2024 CU Leadership Convention Survival Guide
![](https://www.peievents.com/en/wp-content/uploads/2023/12/newfor2024-1.png)
60+ sessions
packed with real
world guidance
Dozens of new thought leaders… plus, our returning all-star speakers
8 NEW breakout summits discussing today’s hottest topics
3 NEW Deep Dive Pre-Conference Workshops
Expanded Breakfast of Champions idea sharing session
![](https://www.peievents.com/en/wp-content/uploads/2023/12/Asset-6@1x.png)
NEW exhibit hall featuring 50+ solution providers
Opening night entertainment and reception
And much more!
![](https://www.peievents.com/en/wp-content/uploads/2023/12/JackieCropped.png)
A Winning Perspective Gets the Gold: Keynote Address with Olympic Great,
Jackie Joyner-Kersee
Named by Sports Illustrated as “The Greatest Female Athlete of the 20th Century,” Jackie Joyner Kersee will deliver the keynote address to open the 47th CU Leadership Convention. Join us as she discusses how her relentless pursuit of excellence on and off the track has led her to give back to her community. Coming from very humble beginnings in East St. Louis, Illinois, Jackie Joyner-Kersee is among the all-time greatest athletes ever to compete in Track & Field. Jackie has won three Olympic Gold Medals, one Olympic Silver Medal, and two Olympic Bronze Medals at four different Olympic Games. Less well known, however, are Jackie’s tireless efforts and remarkable accomplishments off the field as a philanthropist and an advocate for children’s education, health issues (in particular asthma from which she has suffered throughout her life), racial equality, social reform, and women’s rights. Never one to be classified as merely an athlete, Jackie says, “I strive to be a Jackie of all trades.”
Hear Jackie Joyner-Kersee share about why she’s excited to be speaking at the CU Leadership Convention:
Join us for our Opening-Night Reception Featuring: Las Vegas Icon & Comedian of Year Winner 9 Years in a Row,
Rita Rudner!
A house-filling favorite in Las Vegas since she opened as one of the hottest tickets in town, Rudner is known for her epigrammatic one-liners. Honored as Las Vegas’s Comedian of The Year for nine consecutive years and recipient of the prestigious Casino Entertainment Legend Award in 2017, Rudner’s comedic brilliance is a must-see experience. From her Emmy-nominated HBO specials to her record-breaking performances at Carnegie Hall, Rita’s comedic charm and razor-sharp humor have captivated audiences across the globe. Don’t miss the chance to witness the brilliance of Rita Rudner, a true legend whose humor and heart have delighted millions!
(Please note: Attendance is strictly limited to registered attendees and registered guests.)
![](https://www.peievents.com/en/wp-content/uploads/2024/05/rita-home.png)
Thursday, Aug 1, 10:45 am – 12:30 pm
CEO Forum: Practical Leadership Strategies to Unleash Greatness in Others
Stephen M.R. Covey
Note: This special forum is ONLY available to CEOs. A separate registration fee of just $195 is required.
![](https://www.peievents.com/en/wp-content/uploads/2023/12/convey-book.png)
BONUS: Every CEO Forum registrant also receives a signed copy of his newest best-selling book.
Find out how truly great leaders unleash greatness in others – and how you can too each day in your credit union. You will learn how to apply the 3 stewardships of a Trust & Inspire leader by applying a practical and actionable framework that includes:
- Modeling: Who you are
- Trusting: How you lead
- Inspiring: Connect to why
Stephen brings with him decades of leadership experience as the former President & CEO of the Covey Leadership Center, founded by his late father and author of the seminal leadership book, 7 Habits of Highly Effective People. As head of the Covey Leader Center, Stephen M.R. Covery nearly doubled revenues, increased profits by 12 times, and boosted shareholder value by 67 times as the company grew to become the largest leadership development firm in the world.
A Harvard MBA, Stephen co-founded and currently leads FranklinCovey’s Global Speed of Trust Practice. He is a highly sought-after international speaker who has taught trust and leadership in 57 countries to business, government, military, education, healthcare, and NGO entities.
Today’s world of work and culture calls for a radical shift in the way we lead in the 21st century, and Stephen will show you how.
Keynote: Thursday, August 1, 9:00 – 9:40 am
Trust and Inspire: The Leadership Solution for a New Era of Work
Stephen M.R. Covey![](https://www.peievents.com/en/wp-content/uploads/2023/12/just-added-1.png)
Trust & Inspire is a new way of leading that starts with the belief that people are creative, collaborative, and full of potential. People with this kind of leader are inspired to become the best version of themselves and to produce their best work. People don’t want to be managed; they want to be led. Discover how to lead effectively, drive incredible performance, and put into practice the fundamental beliefs of a Trust & Inspire Leader.
Plus, ALL CEOS are invited to special workshop with with New York Times and #1 Wall Street Journal bestselling author, Stephen M.R. Covey as he shows step-by-step how to boldly apply a Trust & Inspire leadership style.
LEARN MORE
Magician & Keynote Speaker
Nash Fung
The Magic of Empathetic Leadership
By day, Nash Fung is a keynote speaker & magician but as night falls, he is a crisis line volunteer. This unique journey taught him many meaningful lessons on creativity, empathy, and human connections. Discover practical empathetic techniques you can use to:
- Create better solutions for some of your toughest challenges with your team.
- Develop deeper trust and increase employee retention.
- Ensure your colleagues feel heard, understood and valued.
- Implement a golden rule in crisis situations every leader can use to support their people.
Be prepared to take away innovative techniques and inspiration … all with a touch of magic.
Here are just a few of the HOT TOPICS to be discussed:
- Generative AI and how CUs can use the newest technology to reduce risk & increase member loyalty
- Best practices to manage liquidity in a high-rate, inflationary market
- Executive compensation plans proven to attract and retain your top talent
- Lending solutions that are generating double-digit growth rates – without sacrificing rates
- Effective methods for recruiting new board members
- Sound practices for retaining core deposits, despite rising rates
- New tools some of the top CUs are using to leverage digital optimization
- Governance tactics to keep your board focused on strategic decision-making
- Tactics to build life-long members – not rate-hoppers
- Practical tactics to boost net interest margins in a high-rate environment
- Strategies CUs are using to regain trust with members – and beat the banks on service
- Newest Fintech solutions that are giving CUs a competitive edge
- M&A strategies – and pitfalls – every director and C-suite executive must know
- Proven solutions CUs are employing to attract Gen Y and Z in a digital world
- New regulatory priorities by NCUA and CFPB on lending, overdraft fees, M&As, cybersecurity, crypto, vendor oversight and more
- Leadership strategies that are proving effective in a post-pandemic world
- And much more…
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Who Should Attend
- CEOs & Presidents
- Board Chairs/Directors
- Supervisory Committee Members
- Chief/VP of DEI
- Chief/VP of Marketing
- Chief/VP of Finance
- Chief/VP of Lending
- Chief/VP of Technology
- Chief/VP of HR
- Chief/VP of Business Lending
ONE ticket = ALL sessions
Pick and choose to attend any session from among 8 Breakout Summits
Speakers you DON’T want to miss out on!
Inspire, Empower, Guide: Essential Disciplines for TODAY’s Leader
Jim Bouchard, Founder;
The Sensei Leader
Strategies to Leverage Banking Data and AI to Deepen Member Relations
Tom Tobin, Founder & CEO, Modelshop
DEI or Die: Best Practices to Make a Commitment to Change
Renee Sattiewhite, President & CEO; African-American Credit Union Coalition
Pink Goldfish: Amplify Differentiation to Stand Out in the Marketplace
Stan Phelps, Author; Forbes Contributor, TEDx Speaker, IBM Futurist
The Questions You Should Be Asking to Boost Your Website’s ROI (But Probably Aren’t)
Katie Stone, CEO & Co-owner;
PixelSpoke
Recruit & Retain Your Highest Performers in the C-suite
John Moreno, Managing Partner; Newcleus Credit Union Advisors
The Magic of Empathetic Leadership: Communication Technique to Lead with Empathy
Nash Fung, Magician & Keynote Speaker; Magician Nash Fung, Inc.
The Leadership Pipeline: Creating a System for Developing Tomorrow’s Leaders in Your CU
Tamra Gaines, President;
Tamra Gaines & Associates
A Winning Perspective Gets the Gold: Keynote Address with Olympic Great, Jackie Joyner-Kersee
Jackie Joyner-Kersee, named as “The Greatest Female Athlete of the 20th Century”
Spy Games: How to Decode Personality Types to Boost Communication
Keith & Rebecca Klein Scott, Founders; TALLsmall Productions, LLC
Healthy Growth in the Age of Uncertainty
Kerala Taylor, CUDE, Co-owner and Director of Marketing & Impact
Leadership Principles for High-Performance Boards
Tim Harrington, CPA, President;
TEAM Resources
Why, How, & What: Preserving Humanity in an AI World
Gabe Krajicek, CEO; Kasasa
Keys to Building Life-Long Members, Not Rate-Hoppers
Juli Lewis, VP of Community Engagement, USF Federal Credit Union
Resiliency: The Cornerstone of Success in Rapidly Changing Environment
Milton Hunt, President;
MiltonHunt.net
Going Beyond the M&A Headlines: Lessons Learned From Both Sides of the Deal
Travis Markley, CEO,
Hoosier Hill CU
Turning Weaknesses into Strengths: How to Emerge from a Down Year
Tyrone Muse, President/CEO;
Visions FCU
DEI Panel: Best Practices to Serve More Members & Create a Better Experience for All
Espy Poblano, Training Manager, AACUC
The Underground Collision: Generative AI: Don’t Let the Bankers Tell the Story
Susan Mitchell, CEO; Mitchell Stankovic and Associates
Recruitment and Retention Strategies for CU Lending Departments
Paul Marston, COO, HR Performance Solutions
Let’s Beat the Bad Guys! Practical CU Strategies to Protect Your CU
Jen Anthony, Vice President,
Think/Stack
Going Beyond the M&A Headlines: Lessons Learned From Both Sides of the Deal
Maryellen Valaitis, Former Director, McGraw-Hill FCU
Rebuilding Trust: A Journey of Strengthening Board and Executive Relationships
Liz Ponder, Senior Executive,
SRP FCU
Underground Collision: Generative AI – Who’s Gonna Tell Your Story?
Ashley Holloway, Partner Sales Manager, Amazon
Allyship Through a DEI Lens — Even When the View Isn’t Always Popular
Barbara Mojica, Executive Director, National Latino Association of CU Professionals
7 Tactics to Increase Your Loan Portfolio and Non-Interest Income
LaTonya Allen, Chief Lending Officer at Government Printing Office Federal Credit Union
Connection and Contribution: How to Make Belonging the Linchpin in Your Strategic Advantage
Dohnia Dorman, Chief Experience Officer, African American CU Coalition
Why Volume is the Greatest of the Big Data V’s
Adam Wright, Operations Director – CUDX, Trellance
Revolutionizing Member Experience By Harnessing the Power of AI and Data
Anne Legg, Founder & President, Thrive Strategic Services
Allyship Through a DEI Lens — Even When the View Isn’t Always Popular
John Bissell, President & CEO, Greylock FCU
Two-Minute Spotlight
Carolyn Jordan, Chief Growth Officer, Neighborhood CU
Governance: Best Practices for Directors & Senior Leadership to make a Quantum Leap for their Board & their CU
Jennie Boden, CEO, Quantum Governance
Allyship Through a DEI Lens — Even When the View Isn’t Always Popular
Emma Hayes, Chief Learning & Engagement Officer, SECU
CEO Panel – Lessons in Leadership
Delana Huling, President & CEO,
Baylor Health Care System Credit Union
Increasing Human Digital IQ to Harness the Power of Artificial Intelligence
Zach Christensen, Director of Digital Services; Mitchell Stankovic and Associates
Go Small to Go Big! How to Capitalize on an Innovative Growth Strategy Serving Niche Markets
John Janclaes, President & CEO, NYMBUS CUSO
EI vs AI: 5 Powerful Lessons for Credit Union Leaders
Brandi Stankovic, Ed.D., Host & Producer; The Strategic Hotbox
What’s Your Philosophy About Executive Benefits?
Maria Kell, Co-Founder, Kellmore
Key Habits of Highly Effective Analytics Programs in CUs Today
Jason Bedsworth, Founder & President, CFS Insight
DEI Panel: Best Practices to Serve More Members & Create a Better Experience for All
Dayatra Matthews, CLO and GC, LGFCU/Civic FCU
Repositioning the Deposit Strategy
Billy Guthrie, Managing Director, Darling Consulting Group
Governance Pathways for Strategic Growth
Lynette Smith, Chief Engagement Officer, Quantum Governance & retired President/CEO, TruEnergy FCU
Top 5 Methods to Leverage Your Culture to Drive Retention and Engagement
LaSonya Berry, CHRO, AACUC / CEO, McPherson, Berry & Associates
6 Practical Financial Management Strategies Every CU Should Consider
Peter Duffy, Managing Director, Piper Sandler
3 Key Habits of Highly Effective Analytics Programs in CUs Today
Michael Scholl, Director of Analytics at Chartway Credit Union
Resiliency: The Cornerstone of Success in Rapidly Changing Environment
Milton Hunt, Founder, MiltonHunt.com
Competitive Conquesting: How to Find and Eat Your Competitor’s Lunch
Jim Pond, Co-Founder, James & Matthew, JXM
Allyship Through a DEI Lens — Even When the View Isn’t Always Popular
Juan Fernandez, President & CEO, Louisiana Credit Union League
Financial Strategies in Uncertain Times
Tracey Jackson, President/CEO, Treasury Department FCU
Repositioning the Deposit Strategy
Joe Kennerson, Managing Director, Darling Consulting Group
CEO Panel – Lessons in Leadership
Debbie Smith, CEO
Georgia United Credit Union
Revolutionizing Member Experience By Harnessing the Power of AI and Data
Troy Hall, Ph.D. I-CUDE, Bestselling author on Talent Retention, international speaker, and founder of Cohesion Culture
HR Strategies for Highly Effective Credit Unions
Sharon Camper, Chief People Officer, Apple FCU
The Marketing Mosaic for 2025: Credit Union Strategies that Drive Business Results
Shawna Suckow, Author & Speaker
Top 5 AI Strategies Every CMO Must Know to Increase Membership & Retention
Tomer Borenstein,
CTO & Co-Founder, BlastPoint
3 Key Habits of Highly Effective Analytics Programs in CUs Today
Scott Olson, SVP, Chief Data Officer,
CoastHills Credit Union
Curating Executive Benefits for Multicultural Leadership
Kwame Smith, Executive Benefits Specialist, TruStage (formerly CUNA Mutual Group)
Data Analytics: Your Credit Union Superpower for Creating Member Value
Tad Carlson, VP – IT Solutions & Development, Royal CU
Potential to Profit: How to Double Auto Loan Profit in Just 12 Months
Eric Fifield, Chief Revenue Officer,
EFG Companies
Two Vastly Different Continents – One Shared Mission
George Ombado, AADE, I-CUDE, HSC
Executive Director/CEO, ACCOSCA
Two-Minute Spotlight
James Pogue, Ph.D, Chief Executive
Officer, JP Enterprises
Cyber Risk: The Greatest Threat to The Credit Union Bottom Line
Marquis Carroll, Chief Executive Officer, MSC Security
The $500+ Billion Opportunity: How to Harness Member Travel Spend to Future Proof Your CU
Maurice Smith, Esq., CEO (ret.), Local Government FCU, M Smith Law, PLC
Potential to Profit: How to Double Auto Loan Profit in Just 12 Months
Johnny Garlichm, Founder,
The Member Closing Center
Managing Investments In A Volatile Market: Practical Approaches CUs Can Easily Apply
Emily Hollis, CEO, ALM First
DEI Panel: Best Practices to Serve More Members & Create a Better Experience for All
Deborah Fears, President & CEO, Chicago Post Office ECU
From Data to Decisions: Leveraging AI to Drive Strategy and Plan for Risk at Your CU
Justin Crawley, Senior Advisor, Abrigo
Disrupting the Credit Union Brand: Fintech Marketing Strategies to Win Back Market Share
Sam Plester, CUDE, CEO & Founder, Mission Brands Consulting
Network Lending: The Future of Cooperative Lending
Ryan Giffin, SVP, Client Success, LendKey
What’s Your Philosophy About Executive Benefits?
Tyler Moore, Co-Founder, Kellmore
Navigating Auto Finance Challenges for Near- and Non-Prime Consumers
Matt Roe, Chief Revenue Officer, Open Lending
Go Small to Go Big! How to Capitalize on an Innovative Growth Strategy Serving Niche Markets
Rob Hoyle, Chief Information Officer, Vantage West Credit Union
Governance: Best Practices for Directors & Senior Leadership to make a Quantum Leap for their Board & their CU
Nancy Kappler-Foster, former Board Chair, Hudson Valley Credit Union
Real-World, Practical Tactics to Increase Loan Growth & Member Loyalty
John Felton, CEO, Southern Chautauqua Federal Credit Union
Two Vastly Different Continents – One Shared Mission
Ronaldo Hardy, President and CEO, NACUSO
Allyship Through a DEI Lens — Even When the View Isn’t Always Popular
Leigh Brady, President and Chief Executive Officer
Credit Union Fintech Investments: The Good, The Bad, and the Profitable
Nick Evens, President & CEO, Curql Collective, LLC
Winning the Battle for Gen Z
C J Klump, Senior Director, Consumer Credit Products, Visa
Underground Collision: Generative AI – Who’s Gonna Tell Your Story?
Cory Madden, Board Director, Ventura County CU
Underground Collision: Generative AI – Who’s Gonna Tell Your Story?
Raj Bandaru, CIO, Kinecta FCU
Best Practices to Serve More Members & Create a Better Experience for All
Sedric Brinson, Chairman and Co- founder, L.E.A.D (Leaders Engaged in Action and Development) MS
Inspire What’s Next – A Glimpse into Innovative Payment Trends Across the Globe
Scott P. Young, SVP, Emerging Services, Velera
8 NEW unmissable breakout summits!
- Discover the big 3 skills needed for future executives
- Apply the same strategies that generate 10-12x returns
- Find out how to leverage big data simply and easily
- Get step-by-step guidance to grow organically
- Learn the key metrics to analyze your loan portfolio
- Book 20%–40% more auto loans
- See for yourself which apps are gaining traction among zoomers to boomers
- Get insights on the newest innovations that can benefit your CU and your members
- Discover how to use fintech to give your CU a competitive edge
- Find out where the economy is headed over the next 18 months
- Get the top 4 financial strategies every CU must now consider
- Discover the financial tactics of the Top 1% you can use
- Get the latest tactics to recruit and retain your top talent
- Find out how to apply proven DEI strategies to create real, sustainable change
- Build a member-focused culture
- Discover how CUs are leveraging Generative AI to improve their operations and member experience
- Learn the top 3 emerging risks every executive needs to know
- Find out how to apply the big changes affecting strategy, structure, governance, and leadership
- Create an enduring brand with a purpose-driven, values-based culture
- Take home 3 steps to generate 20% YoY growth
- Get the big 3 MX strategies that are producing 5.7x more revenue
- Find out how to implement meaningful and impactful cultural change from the board room to the front line
- Discover practical steps to create a diverse workforce
- Learn firsthand how CUs are leveraging DEI to grow their membership and ROA
PROUD PARTNERS WITH
Agenda
Deep Dive Pre-Conference Workshops - Tuesday 30th
Convention Registration Opens
Deep Dive Pre-Conference Workshop 1 – Financial Management: How to Decipher Your Financials Quickly & Confidently
One of the country’s leading experts on CU financial management, Tim Harrington, returns to help directors and C-suite level leaders better interpret the financial statements. It is more critical than ever for all CU leaders to understand the key metrics to help make better and more informed decisions.
Today’s economy is unlike what many have seen in recent history. Inflation continues to remain stubbornly high despite interest rates reaching a 20-year high … unemployment is at a 50-year low … talk of “recessionary pressures” continue to make headlines … the wealth gap is widening … and credit unions are under more pressure to lower costs while adding more services.
Join us in this deep-dive, plain-English workshop as Tim Harrington helps you decode your CU’s financials. You will learn:
- The 12 critical ratios that matter most so you can decode them in just seconds!
- Evaluation techniques to determine what each metric means to your CU.
- Real-world benchmarking data you can use to gauge your CU’s performance.
- 5 little-known, but very powerful metrics you can use to give your CU an edge.
TAKE HOME: Every attendee gets Tim Harrington’s Financial De-Coding Manual to take back to your CU to begin deciphering your CU’s most important financial figures.
![Tim Harrington A speaker photo for Tim Harrington](https://www.peievents.com/en/wp-content/uploads/2020/03/Tim-Harrington.jpg)
Deep Dive Pre-Conference Workshop 2 – Governance: Best Practices for Directors & Senior Leadership to Make a Quantum Leap for Their Board & Their CU
- The Right Balance: Striking a balance between strategic direction and operational oversight to provide meaningful guidance without overstepping its role.
- The Right People: Identifying the ideal board of the future and building an effective succession process to obtain it.
- The Right Structure: Evolving their board-level committee structure for governance success.
Deep Dive Pre-Conference Workshop 3 – Growth: Revolutionizing Member Experience by Harnessing the Power of AI and Data
Tired of not seeing growth in driving deeper member engagement? Curious but also concerned about emerging AI Tools? Unable to identify the frictions in the member experience journey to solve them? Wondering how to integrate member engagement objectives into your culture fully?
Join THRIVE Founder Anne Legg and Cohesion Culture Founder Dr. Troy Hall for a dynamic, hands-on, immersive learning experience. They will unpack the AI landscape to provide an overview of the AI tools and give you a blueprint to cultivate your culture for AI and data consumption. Working in small groups, you will apply these concepts to real-world scenarios and begin crafting an action plan tailored to your organization.
#DEITuesday AACUC Welcome Events
All registered conference attendees are invited to participate in AACUC’s Welcome Events on #DEITuesday. Kick back and relax in the AACUC Lounge as early as 3:00 p.m. and don’t miss a warm welcome from AACUC leadership at 4:00 p.m. Then, end the night with one of the most highly anticipated AACUC signature events, karaoke including lip sync this year!
Sponsored by:
Grand Opening of the AACUC Lounge
Be one of the firsts to network and re-connect with friends and colleagues inside the AACUC Lounge. The Lounge is the spot to hang out, connect and recharge.
Presented by:
AACUC Welcome
Join AACUC’s President/CEO Renée Sattiewhite and team as they kick off #DEITuesday with a Vegas-style greeting and a brief special presentation. Meet and greet with fellow members, Board of Directors and Regional Chapter Officers. Plus, learn more about the organization and our partnership with CU Leadership Convention.
Presented by:
![Renee Sattiewhite A speaker photo for Renee Sattiewhite](https://www.peievents.com/en/wp-content/uploads/2020/03/Renee-Sattiewhite.jpg)
Showtime at Caesars: Karaoke & Lip Sync
Ever dream of performing in Vegas? Here’s your chance! Bring your best vocals or whispers for an entertaining evening of karaoke and lip sync!
Presented by:
Agenda
Conference - Wednesday 31st
Registration
AACUC Lounge
All are Welcome!
Network and re-connect with friends and colleagues inside the AACUC Lounge. The Lounge is the spot to hang out, connect and recharge. All registered conference attendees are welcome.
Presented by:
Exhibit Hall Grand Opening & Continental Breakfast
A Winning Perspective Gets the Gold: Keynote Address with Olympic Great, Jackie Joyner-Kersee
Named by Sports Illustrated as “The Greatest Female Athlete of the 20th Century,” Jackie Joyner-Kersee will deliver the keynote address to open the 47th CU Leadership Convention. Join us as she discusses how her relentless pursuit of excellence on and off the track has led her to give back to her community. Coming from very humble beginnings in East St. Louis, Illinois, Jackie Joyner-Kersee is among the all-time greatest athletes ever to compete in Track & Field. Jackie has won three Olympic Gold Medals, one Olympic Silver Medal, and two Olympic Bronze Medals at four different Olympic Games. Less well known, however, are Jackie’s tireless efforts and remarkable accomplishments off the field as a philanthropist and an advocate for children’s education, health issues (in particular asthma from which she has suffered throughout her life), racial equality, social reform, and women’s rights. Never one to be classified as merely an athlete, Jackie says, “I strive to be a Jackie of all trades.”
![Jackie A speaker photo for Jackie Joyner-Kersee](https://www.peievents.com/en/wp-content/uploads/2023/12/jackie.jpg)
A "Magical" Interlude
![Nash Fung A speaker photo for Nash Fung](https://www.peievents.com/en/wp-content/uploads/2023/12/nash-fung.jpg)
CEO Panel Discussion: Lessons in Leadership
Renee Sattiewhite (moderator)
Leading a credit union today is filled with challenges – and opportunities. Find out how some of the country’s top CEOs are facing some of the most pressing challenges including the increase in remote working, recruitment and retention in a tight labor market, creating a culture of innovation, serving diverse markets, managing growth and much more. Join us for an open, honest conversation about how CEOs are navigating these challenges, and finding new opportunities to better lead their CUs.
5 x 5: 5 Speakers Share Their ONE Best Idea That Will Have the BIGGEST Impact on CUs Today
Networking Break in Exhibit Hall
Pete Crear Lifetime Achievement Awards Luncheon
The African-American Credit Union Coalition’s prestigious biennial award – named after credit union pioneer and WOCCU past president Pete Crear – recognizes a credit union professional or volunteer whose career best embodies the AACUC’s mission to increase the strength of the global credit union community. Join us as we celebrate this year’s honorees. Learn more about the Pete Crear Lifetime Achievement Award here.
Sandra DeVoe Bland,
Board Chairman, SRP Federal Credit Union
Sandra DeVoe Bland is the first female and African American Chairman of SRP Federal Credit Union’s Board of Directors, where she has served for 27 years. Her influence has set strategic direction, amplified members’ voices and reinforced SRP’s commitment to its communities.
Dan Berger,
Retired CEO, National Association of Federally-Insured Credit Unions (NAFCU)
Before merging with CUNA to become America’s Credit Unions, Dan Berger’s leadership as NAFCU CEO was instrumental in making NAFCU the premiere advocate for the credit union industry. He has been recognized as one of Washington, D.C.’s top lobbyists for 18 consecutive years.
Networking/Dessert in Exhibit Hall
Leadership Summit — Winning the Battle for Gen Z
Driven by economic events and generational coming of age, US consumers’ credit card needs and preferences are evolving. Come learn how Gen Z is different from their predecessors and how your organizations can attract, engage, and retain Gen Z customers.
Sponsored by:
![C J Klump A speaker photo for C. J. Klump](https://www.peievents.com/en/wp-content/uploads/2024/06/C-J-Klump.png)
Marketing & Branding Summit — Top 5 AI Strategies Every CMO Must Know to Increase Membership & Retention
Discover the top five AI strategies to attract and retain members at your credit union in a 25-minute session led by BlastPoint’s CTO & Co-Founder. Learn how you can personalize member experiences for greater satisfaction, predict and prevent member churn using AI, deliver optimized product recommendations to boost engagement, and more. Join us to gain actionable insights to help you better predict, understand, and drive member behavior.
Sponsored by:
![Tomer Borenstein A speaker photo for Tomer Borenstein](https://www.peievents.com/en/wp-content/uploads/2023/05/Tomer-Borenstein.png)
FinTech Summit — Go Small to Go Big! How to Capitalize on an Innovative Growth Strategy Serving Niche Markets (session repeats at 2:30 pm)
You’ve heard the expression riches in niches – a new growth strategy in which brands reap huge rewards focusing on small, but profitable target markets. Think university alumni, workers in the gig economy, newly enlisted family members, and small law firms. Each segment has very different needs that might be better served with a new digital financial brand without the time-consuming challenges of creating a new credit union. Find out how some CUs are creating new all-in-one digital brands to reach new markets, grow market share, and increase their ROA. If you you’re looking for unique growth strategies, you won’t want to miss this session!
Lending Summit — Navigating Auto Finance Challenges for Near- and Non-Prime Consumers
Steep borrowing costs and inflation-driven high prices make buying a vehicle increasingly difficult for those in the near- and non-prime credit segment. On a macro level, these barriers make it harder for lower-credit consumers to achieve upward credit mobility, putting the future of the automotive industry at risk. Learn how you can increase ROA, achieve yield targets and serve the underserved without adding extra risk. In this session you will learn:
- How younger generations view vehicle ownership and automotive financing.
- Opportunities to counter consumer distrust in financial institutions and the lending process.
- How to safely expand risk-based lending activity by identifying creditworthy near- and non-prime borrowers.
Sponsored by:
![Matt Roe A speaker photo for Matt Roe](https://www.peievents.com/en/wp-content/uploads/2023/02/matt-roe.jpg)
HR Summit — Inspire, Empower, Guide: Essential Disciplines for TODAY's Leader
More than ever, it’s not “just about the money” when it comes to attracting and holding on to top talent. People are going where they know their leaders care, where their work has meaning, and they have a real chance to learn, grow and develop.
In this engaging and interactive session, we’ll confront today’s toughest leadership challenges – head on.
- Attract – and KEEP – the best people in this fast-moving environment
- Cultivate leaders at ALL levels – regardless of title or position. Your front line people are the face of your credit union, and your member’s first impression!
- Learn why human-centric leadership is critical in the ever growing world of AI
- Connect people to PURPOSE – not just a job
- Engage people in the face of uncertainty
![Jim Bouchard A speaker photo for Jim Bouchard](https://www.peievents.com/en/wp-content/uploads/2023/12/jim-bouchard-1.jpg)
Trending Summit — Why, How, What: Preserving Humanity in an AI world
In a chilling, new report by Citigroup, the banking industry will be the hardest-hit by the deployment of AI, with 54% of roles at risk for AI-led job displacement. AI will indeed change “what” we do as humans, and in many ways, “how” we can improve our roles in the credit union. But the “WHY” that motivates us to do what we do (beyond just a paycheck!) is irreplaceable. The good news is that the “WHY” matters to consumers. Additional research shows most consumers value genuine human empathy and creativity over AI driven emulations. Find out how to keep pace with new technology while also articulating your “WHY” in an increasingly automated world.
Sponsored by:
![Gabe Grajicek A speaker photo for Gabe Krajicek](https://www.peievents.com/en/wp-content/uploads/2023/06/gabe-grajicek.jpg)
Financial Summit — 6 Practical Financial Management Strategies Every CU Should Consider
It’s safe to say that CU executives have not experienced an economic environment like we have today. Interest rates remain at a 40-year high, deposit growth is waning, investment income is more challenging than ever, and members seem to want everything cheaper – and faster! CUs may operate as non-profit, but profit is indeed needed to meet member and staff expectations. Join Pete Duffy as he share 6 considerations for enhancing the bottom line. These are the same tactics already in practice by top performing CUs you can use right away. Find out the steps every CFO should consider when rates and liquidity return to “normal.” Plus, take home 6 practical strategies you can use to better manage your CU’s finances.
![Peter Duffy A speaker photo for Peter Duffy](https://www.peievents.com/en/wp-content/uploads/2020/03/Peter-Duffy.jpg)
Transitional Break
Leadership Summit — Recruiting and Retaining Your Highest Performers in the C-suite
It is truly a war for talent in the C-suite right now. CUs are competing with larger institutions that can offer better pay packages, more resources, and more attractive opportunities whether it’s with other credit unions, community banks, FinTechs or other emerging financial services. And once you have someone in place, the challenge is keeping your talent – and not losing them to the competition! Join us for this in-depth session as we discuss the latest trends in recruitment of highly talented individuals and equip you with:
- A key secret to recruiting high-performers.
- Practical strategies to match the expectations of highly-talented individuals with your goals.
- The difference between a truly high performer and average performer (and what it means to you).
- And 4 key secrets to retaining great talent once they are on-board.
When you leave this dynamic and vital session, you will have the tools you need to be able to set your credit union up for future talent success.
![John Moreno A speaker photo for John Moreno](https://www.peievents.com/en/wp-content/uploads/2023/12/john-moreno-1.jpg)
Marketing & Branding Summit — Healthy Growth in the Age of Uncertainty
Pursuing a growth-oriented focus in uncertain times is more challenging than ever. Now is the time to focus on the values and cooperative principles that set credit unions apart in the financial industry! This interactive session is jampacked with examples of innovative, inspiring initiatives other credit unions have embarked on to supercharge their marketing and impact efforts in the midst of ongoing volatility. You’ll learn how to lean into your credit union superpowers to:
- Grow your membership and loans
- Increase community impact
- Improve the financial well-being of your membership
- Avoid getting stuck in the reactivity trap
![Kerala Taylor A speaker photo for Kerala Taylor](https://www.peievents.com/en/wp-content/uploads/2023/12/kerala-taylor.jpg)
Fintech Summit — Credit Union Fintech Investments: The Good, The Bad, and the Profitable
Explore the highs and lows of fintech investments for credit unions. In this session, industry expert Nick Evens will highlight successful investments, common pitfalls, and how to de-risk investments for profitability, relevancy, and competitiveness. In this session you will learn how to:
- Spot high potential fintech opportunities that align with your credit union’s strategic goals and have the potential for high returns.
- Gain insights into the most common mistakes credit unions make when investing in fintech and how to avoid them to protect your assets and reputation.
- Leverage the newest tech to stay competitive and meet the evolving needs of your members.
- Uncover the “Curql Method” for de-risking fintech investments to ensure profitability and sustainability
- Discover emerging trends that could impact your credit union’s investment strategy and overall business model.
![Nick Evens A speaker photo for Nick Evens](https://www.peievents.com/en/wp-content/uploads/2023/12/Nick-Evens.png)
Lending Summit — 7 Tactics to Increase Your Loan Portfolio and Non-Interest Income (session repeats Thursday, 10:45 - 11:15 am)
As lending and non-interest income continue to wane at CUs nationwide, some are bucking the trend and experiencing dramatic growth. Find out how to increase your loan portfolio and non-interest income using some of the same highly-effective lending strategies Latonya Allen uses at GPO FCU that have generated a 17.1% ROI on one loan campaign, a 74% credit card penetration rate and 41% overall loan growth rate during the past 2 years. Whether you are looking to enhance your member loyalty programs, increase auto lending or grow your credit card program, you’ll take home practical strategies you can use right away.
![Latonya Allen A speaker photo for Latonya Allen, CUDE](https://www.peievents.com/en/wp-content/uploads/2023/12/latonya-allen.jpg)
Latonya Allen, CUDE
Chief Lending Officer at Government Printing Office Federal Credit Union
Read bioHR Summit — HR Strategies for Highly Effective Credit Unions
Discover how Apple FCU, one of the country’s largest and most innovative credit unions, is solving some of the movement’s toughest challenges today including: talent acquisition, leadership development and employee engagement. Learn how the CU is following a 3-year HR strategy to help measure its effectiveness, improve management performance, develop talent, and get an inside look at how the CU plans to re-scale and up-scale staffing as AI changes the workplace. Plus, find out how Apple FCU is retaining 95% of its management with its leadership development program and how it has managed to keep its overall turnover rate under 15%. Take home real-world HR strategies that you can use in your own CU.
![Sharon Camper A speaker photo for Sharon Camper](https://www.peievents.com/en/wp-content/uploads/2024/02/sharon-camper.jpg)
Trending Summit — Strategies to Leverage Banking Data and AI to Deepen Member Relations
AI is allowing credit unions to make better credit decisions, improve efficiency, personalize loan offers, increase retention, and decrease costs without having to employ data scientists and coders to make it all happen. What once tooks months can be done in days. Find out how the most forward-thinking credit unions are employing banking data and the newest AI technology to better serve members, increase member retention and improve back-end and front-end operations. Get the tools and strategies you need to take advantage of the latest data sources and newest AI solutions that you can begin to employ quickly and easily.
Sponsored by:
![Tom Tobin A speaker photo for Tom Tobin](https://www.peievents.com/en/wp-content/uploads/2024/05/tom-tobin.png)
Financial Summit — Repositioning the Deposit Strategy
The market has spoken, and the Fed has signaled a pivot. At least for now. The recent bond market rally and expected Fed cuts mean that the peak in deposit competition for this cycle is likely behind us. Now the question is, what lies ahead on the other side? The yield curve remains inverted and margin pressure is not going away in the short run. In fact, deposit rates lag on the way down just as they do on the way up. What will be your plan? Join Darling Consulting Group as they explore the 2024 deposit strategy outlook.
Sponsored by:
Transitional Break
Leadership Summit — Leadership Principles for High-Performance Boards
Quick Quiz: What is your board’s purpose? Is it to oversee the safety & soundness of the credit union? Or, is the purpose to push the CU forward to success and relevancy in an uncertain future? It’s a trick question; the answer is both. But most boards either ignore or are unaware of the second answer. Those that choose the easy path and don’t force themselves into the unknown – and simply work to maintain the status quo in a familiar and predictable market – risk losing their members and often struggle just to survive. Discover how high-performance boards are transforming their CUs by moving beyond their “safety and soundness” focus and becoming collaborators with management to create the preferred brand and a successful future for the credit union.
![Tim Harrington A speaker photo for Tim Harrington](https://www.peievents.com/en/wp-content/uploads/2020/03/Tim-Harrington.jpg)
Marketing & Branding Summit — Disrupting the Credit Union Brand: Fintech Marketing Strategies to Win Back Market Share
With neobanks and fintech staking an ever-greater claim on consumer wallets, is the onus now on credit unions to disrupt the market? Explore some of the most successful brand and marketing strategies employed by emerging and established fintech, and how that playbook can be adapted to help credit unions win with consumers who just want everything faster, cheaper and on-demand.
![Sam Plester A speaker photo for Sam Plester, CUDE](https://www.peievents.com/en/wp-content/uploads/2024/06/sam-plester.png)
FinTech Summit — Go Small to Go Big! How to Capitalize on an Innovative Growth Strategy Serving Niche Markets (session repeated from 1:15 - 1:40 pm)
You’ve heard the expression riches in niches – a new growth strategy in which brands reap huge rewards focusing on small, but profitable target markets. Think university alumni, workers in the gig economy, newly enlisted family members, and small law firms. Each segment has very different needs that might be better served with a new digital financial brand without the time-consuming challenges of creating a new credit union. Find out how some CUs are creating new all-in-one digital brands to reach new markets, grow market share, and increase their ROA. If you you’re looking for unique growth strategies, you won’t want to miss this session!
Lending Summit — Potential to Profit: How to Double Auto Loan Profit in Just 12 Months
Over the past decades, CU direct loan loyalty has halved, with 75% of members now using the dealer channel for auto loans. Join us for an interactive session demonstrating a novel strategy to put CUs back in control of their members’ auto loans, boosting profit per loan by 35%-40%. Learn how creatively structuring loans can save members thousands in ownership costs and provide the car ownership experience they hope for. Enjoy this entertaining presentation where speakers use crowd feedback to reveal how to double direct loan revenue, and make direct loans the launchpad for growing profitable member relationships in 2024.
Sponsored by:
HR Summit — Top 5 Methods to Leverage Your Culture to Drive Retention and Engagement
Deloitte’s research shows 94% of executives and 88% of employees believe a distinct workplace culture is important to organizational success. Today’s evolving workplace dynamics has ensured that leaders focus on their culture to maintain competitiveness. Employees are well informed about how they want to work and are not shy about their needs. In this session, leaders will hear the top five strategies to refine and leverage their culture to achieve their business goals while also retaining their top talent. Discover the same methods other CUs are using to increase retention and boost engagement by 30%. This session will provide participants with:
- How emotional wellness and safety impacts engagement
- The five methods HR leaders should include in their operational plan
- Practical strategies to reduce turnover and support employees
![LaSonya Berry A speaker photo for LaSonya Berry, SPHR](https://www.peievents.com/en/wp-content/uploads/2020/03/LaSonya-Berry.jpg)
Trending Summit — 3 Key Habits of Highly Effective Analytics Programs in CUs Today
The most effective analytics programs in credit unions are built on 3 key habits: (1) Creating a culture of data-driven decision-making; (2) Building a learning environment around analytics and, (3) Focusing attention on just 5 critical metrics that drive your credit union. Join this panel discussion as some of the credit union movement’s leading analytics executives share how they are applying these 3 key habits to better serve their operations and their members. Take home the same strategies that have grown membership by over 35% through data driven marketing, eliminated thousands of hours of repetitive / manual reporting and saved millions of dollars in losses from fraud. This session is designed for all management levels and data/analytic team members.
Sponsored by:
Financial Summit — Going Beyond the M&A Headlines: Lessons Learned From Both Sides of the Deal
The fastest path to growth is through either a merger or acquisition. But not all M&As are successful. Get a behind the scenes look from both sides of the deal to learn why an M&A might work for you … how to assess potential partners for a merger or acquisition … what to consider when evaluating key deal points and pricing … how to properly conduct due diligence … and best practices for communicating with all stakeholders to keep your key people engaged. Join us for a no-holds barred discussion to learn how one deal succeeded, and another fell apart at the 11th hour. Don’t miss it. This is one everyone will be talking about.
Happy Hour in the Exhibit Hall with Nash Fung
Relax and unwind after a full day of inspiration and guidance at Happy Hour in the Exhibit Hall. Plus, enjoy some “street magic” with Magician Nash Fung!
Sponsored by:
Opening Night Entertainment with Rita Rudner
Opening Night Comedy with Rita Rudner is only open to registered attendees, guests and vendors. Must have your badge to enter.
A house-filling favorite in Las Vegas since she opened as one of the hottest tickets in town in June 2000, Rudner is known for her epigrammatic one-liners. Over the course of a multi-year run she sold almost two million tickets, grossed over a hundred million dollars and become the longest-running solo female comedy show in the history of Las Vegas. She was named Las Vegas’s Comedian of The Year nine years in a row and in 2006 received The Nevada Ballet’s Woman Of The Year Award. In October 2017 she was given the Casino Entertainment Legend Award.
Rita’s first solo HBO special, Rita Rudner’s One Night Stand, was nominated for several awards, as was her eponymous English BBC television show that later appeared in the USA on A&E. Rudner’s two one-hour specials for HBO, Born to Be Mild and Married Without Children, were ratings standouts and she performed all over the country, filling Carnegie Hall in New York three times. In 2008 Rita Rudner: Live From Las Vegas was PBS’s first ever stand-up comedy special.
Rita Rudner has written six books; her bestselling non-fiction titles, Naked Beneath My Clothes, Rita Rudner’s Guide to Men and I Still Have It…I Just Can’t Remember Where I Put It, plus the novels Tickled Pink and Turning the Tables. The audio version of Naked Beneath My Clothes received a Grammy nomination. Her autobiography, My Life in Dog Years, was published earlier this year.
Drink Service Hosted by:
Agenda
Conference - Thursday 1st
AACUC Lounge
Network and re-connect with friends and colleagues inside the AACUC Lounge. The Lounge is the spot to hang out, connect and recharge. All registered conference attendees are welcome.
Presented by:
Exhibit Hall Open
Breakfast of Champions
Come prepared to share with your peers ONE idea that worked in your CU, and enjoy a delicious breakfast to begin the day! All attendees have been asked to RSVP to ensure availability.
Opening Keynote: Trust and Inspire: The Leadership Solution for a New Era of Work
Our world has changed drastically in just the last few years. Unfortunately, leadership styles have not. Although many might not like to admit it, most organizations still operate from a model of “Command & Control” focusing on hierarchies and compliance. Yet, the world, the workforce, the work itself, and the choices we now have for where and how to work and live have all changed – and the old rules of leadership no longer apply.
Trust & Trust & Inspire is a new way of leading that starts with the belief that people are creative, collaborative, and full of potential. People with this kind of leader are inspired to become the best version of themselves and to produce their best work. People don’t want to be managed; they want to be led. Discover how to lead effectively, drive incredible performance, and put into practice the fundamental beliefs of a Trust & Inspire Leader.
![Stephen Covey A speaker photo for Stephen M.R. Covey](https://www.peievents.com/en/wp-content/uploads/2024/04/Stephen-Covey.jpg)
The Magic of Empathetic Leadership: Communication Techniques to Lead with Empathy
By day, Nash Fung is a keynote speaker & magician but as night falls, he is a crisis line volunteer. This unique journey taught him many meaningful lessons on creativity, empathy, and human connections. Discover practical empathetic techniques you can use to:
- Create better solutions for some of your toughest challenges with your team.
- Develop deeper trust and increase employee retention.
- Ensure your colleagues feel heard, understood and valued.
- Implement a golden rule in crisis situations every leader can use to support their people.
Be prepared to take away innovative techniques and inspiration … all with a touch of magic.
![Nash Fung A speaker photo for Nash Fung](https://www.peievents.com/en/wp-content/uploads/2023/12/nash-fung.jpg)
2024 Renée Sattiewhite Neoteric Changemaker Award Ceremony
Transitional Break
Leadership Summit — Curating Executive Benefits for Multicultural Leadership
Description – This presentation explores an often-overlooked method for accelerating diversity in the C-suite: evolving executive compensation strategy to meet the needs of a multicultural workforce. An overview on the brief state of the industry, credit union leadership statistics, and DEI-centered challenges, leads into a discussion on five contemporary executive mindsets that are emerging as the C-suite becomes more diverse. The session concludes with a set of empathetic questions leaders can ask of their sitting and successive executives to reach greater parity with their expectations.
Sponsored by:
![Dwame Smith A speaker photo for Kwame Smith](https://www.peievents.com/en/wp-content/uploads/2024/06/dwame-smith.png)
Marketing & Branding Summit — Competitive Conquesting: How to find and eat your competitor's lunch
This workshop is designed to equip credit union leaders with ultra-effective strategies for reaching potential members who are currently exploring or have already engaged with rival financial institutions. Participants will gain insights into how to harness competitive intelligence to its fullest, with a deep dive into how cutting-edge tactics like precise geofencing, device ID retrospection, and automatic content recognition (ACR) are driving astonishing outcomes.
CU marketers will discover how these incredibly potent new promotional techniques and cutting-edge marketing technology tools are revolutionizing the landscape of digital marketing engagement. Take home:
- Strategies for reaching individuals who receive marketing from competing CUs
- Methods to engage with prospects who have previously conducted transactions with rivals
- Tactics to capture the attention of prospects exposed to ads from other financial institutions
- Advanced geofencing strategies to target prospects who have visited the physical branches of competing CUs
- Tips to construct custom member segments based on online activities related to competitors
![Jim Pond A speaker photo for Jim Pond](https://www.peievents.com/en/wp-content/uploads/2020/06/jim-pond-2.jpg)
DEI Summit — Best Practices to Serve More Members & Create a Better Experience for All (Panel)
For CUs to grow, they must serve more diverse markets that make everyone feel welcome. The question is how best to go about creating an effective DEI culture both internally and externally? Discover how some of the country’s most innovative CUs are effectively managing their DEI strategies with member programs designed to serve all members, unique supplier diversity initiatives, regular reviews to determine what’s working and what needs improvement, and much more.
Presented in Partnership with
Lending Summit — 7 Tactics to Increase Your Loan Portfolio and Non-Interest Income (session repeated from Wednesday, 1:50 - 2:30 pm)
As lending and non-interest income continue to wane at CUs nationwide, some are bucking the trend and experiencing dramatic growth. Find out how to increase your loan portfolio and non-interest income using some of the same highly-effective lending strategies Latonya Allen uses at GPO FCU that have generated a 17.1% ROI on one loan campaign, a 74% credit card penetration rate and 41% overall loan growth rate during the past 2 years. Whether you are looking to enhance your member loyalty programs, increase auto lending or grow your credit card program, you’ll take home practical strategies you can use right away.
![Latonya Allen A speaker photo for Latonya Allen, CUDE](https://www.peievents.com/en/wp-content/uploads/2023/12/latonya-allen.jpg)
Latonya Allen, CUDE
Chief Lending Officer at Government Printing Office Federal Credit Union
Read bioHR Summit — Resilency: The Cornerstone of Success in Rapidly Changing Environment
Grab a seat early for this one as Milton Hunt, one of the most popular speakers from 2023, returns to help you overcome stress and challenging circumstances whether you are working on the frontlines, in the office, the boardroom or from home. Resiliency is a necessary skill for CU leaders that can be improved over time with the right toolset. When someone is resilient, they are able to respond to change in an effective and positive manner. Milton will give you the tools you need to overcome the roller coaster of change … identify the characteristics to adapt in uncertain times … develop resilience in yourself … and support its development in others. Milton is an edu-tainer, a motivator and an energizer. This is one everyone will be talking about!
![Milton Hunt A speaker photo for Milton Hunt](https://www.peievents.com/en/wp-content/uploads/2023/12/milton-hunt-1.jpg)
Trending Summit — The $500+ Billion Opportunity: How to Harness Member Travel Spend to Future Proof Your CU
Credit union members spend an estimated $500+ billion per year on travel. Most credit unions are missing this opportunity and losing market share to banks who meet their travel needs. It’s time for your credit union to take a stand! Learn how to harness your members’ spend and develop a tailored travel strategy proven to enhance member engagement, deposits, market share, and your bottom line.
Sponsored by:
![Maurice Smith A speaker photo for Maurice Smith, Esq.](https://www.peievents.com/en/wp-content/uploads/2020/03/Maurice-Smith.jpg)
Tech Demo - Abrigo and Open Lending
Connecting the Dots: Improving the Management Decision-Making Process with Abrigo Connect
Join us for an engaging demonstration of Abrigo Connect, a cutting-edge analytics tool designed to enhance decision-making capabilities across credit unions. This session will explore how Abrigo Connect leverages artificial intelligence, natural language search, and advanced analytics to transform raw data into actionable insights that empower credit union leaders.
Speaker: Justin Crawley, Senior Advisor, Abrigo
Sponsored by:
New Fundamentals of Automotive Lending
The recent changes in automotive retailing and lending technology are driving new fundamentals in automotive lending. This session will shed light on fundamentals that auto lenders should consider in their operations.
Speaker: Matt Roe, Chief Revenue Officer, Open Lending
Sponsored by:
CU Connect – Why Volume is the Greatest of the Big Data V’s
(Invitation only please)
When it comes to big data, credit unions have pursued the three V’s—volume, velocity and variety—with equal effort. The rise of AI is changing this dynamic. In today’s battle for big-data budget, volume is inching slightly ahead of its velocity and variety of competitors.
That’s because AI is ravenous for data—big data. The bigger, the better.
When credit unions expand the volume of data that fuels their analytics, they will finally be able to deliver the personalized, predictive experiences today’s members expect.
In this session, CUDX’s Adam Wright will explore what can happen when credit unions feed into and share access to a rich, anonymized and analytically valuable data set.
Sponsored by:
![Adam Wright A speaker photo for Adam Wright](https://www.peievents.com/en/wp-content/uploads/2023/12/adam-wright.png)
CEO Forum: Practical Leadership Strategies to Unleash Greatness in Others
Note: This special forum is ONLY available to CEOs. A separate registration fee of just $195 is required.
CEOs are invited to a special workshop with New York Times and #1 Wall Street Journal bestselling author, Stephen M.R. Covey as he shows step-by-step how to boldly apply a Trust & Inspire leadership style.
Find out how truly great leaders unleash greatness in others – and how you can too each day in your credit union. You will learn how to apply the 3 stewardships of a Trust & Inspire leader by applying a practical and actionable framework that includes:
- Modeling: Who you are
- Trusting: How you lead
- Inspiring: Connect to why
Stephen brings with him decades of leadership experience as the former President & CEO of the Covey Leadership Center, founded by his late father and author of the seminal leadership book, 7 Habits of Highly Effective People. As head of the Covey Leader Center, Stephen M.R. Covery nearly doubled revenues, increased profits by 12 times, and boosted shareholder value by 67 times as the company grew to become the largest leadership development firm in the world.
A Harvard MBA, Stephen co-founded and currently leads FranklinCovey’s Global Speed of Trust Practice. He serves on numerous boards, including the Government Leadership Advisory Council, and he has been recognized with the lifetime Achievement Award for “Top Thought Leaders in Trust” from the advocacy group, Trust Across America/Trust Around the World.
Stephen is a highly sought-after international speaker who has taught trust and leadership in 57 countries to business, government, military, education, healthcare, and NGO entities.
Today’s world of work and culture calls for a radical shift in the way we lead in the 21st century, and Stephen will show you how.
![Stephen Covey A speaker photo for Stephen M.R. Covey](https://www.peievents.com/en/wp-content/uploads/2024/04/Stephen-Covey.jpg)
Networking Break in Exhibit Hall
Leadership Summit — From Data to Decisions: Leveraging AI to Drive Strategy and Plan for Risk at Your Credit Union
Are you curious about AI and how it could be the key to unlocking your credit union’s full potential?
In this session, credit union executives will learn how to harness the power of AI by taking raw data and transforming it into actionable insights for strategic planning and risk mitigation. Whether it’s identifying growth opportunities, understanding employee efficiency, and anticipating future risks, integrating AI into your institution’s reporting and dashboarding will be imperative in this ever-changing financial landscape.
Join us to discover innovative approaches to visualizing data, enabling more effective board reporting and streamlined decision-making.
Sponsored by:
![Justin Crawley A speaker photo for Justin Crawley](https://www.peievents.com/en/wp-content/uploads/2024/06/justin-crawley.png)
Marketing & Branding Summit — Pink Goldfish: Amplify Differentiation to Stand Out in the Marketplace
True differentiation in banking is rare. CUs need solutions to stand out and not just settle in a sea of sameness. This session features an unconventional eight-part F.L.A.W.S.O.M.E. framework for achieving competitive separation.
As a result of this session, you will take away:
- Tools:Get equipped with how to uncover weakness and weirdness in their DNA.
- Skills: Understand how to design in order to amplify uniqueness.
- Empathy: Gain a deeper appreciation for the need to exceed customer expectations.
![Stan Phelps A speaker photo for Stan Phelps](https://www.peievents.com/en/wp-content/uploads/2023/12/stan-phelps-1.jpg)
DEI Summit — Allyship Through a DEI Lens: Even When the View Isn’t Always Popular
Let’s face it. For many, DEI is suddenly taboo. Elon Musk recently posted, “DEI must DIE.” It is more challenging than ever to have discussions about DEI practices, and it can be even more challenging for allies to step up and support change amid a growing backlash. Join us for an open, honest discussion about how CU leaders can be an advocate for others … how to strike a balance between serving members and protecting employees … when to stand by someone and when to speak up … how to move past the acronym and create equal access for all, inside and outside the walls of the CU … and how to ensure open financial access to everyone in your community.
Presented in Partnership with
![John Bissell A speaker photo for John Bissell](https://www.peievents.com/en/wp-content/uploads/2023/12/john-bissell.jpg)
![Barbara Mojica A speaker photo for Barbara Mojica](https://www.peievents.com/en/wp-content/uploads/2023/12/Barbara-Mojica.jpg)
![Emma Hayes A speaker photo for Emma Hayes](https://www.peievents.com/en/wp-content/uploads/2023/12/emma-hayes.jpg)
![Juan Fernandez A speaker photo for Juan Fernandez](https://www.peievents.com/en/wp-content/uploads/2023/12/Juan-Fernandez.jpg)
![Leigh Brady A speaker photo for Leigh Brady](https://www.peievents.com/en/wp-content/uploads/2023/12/leigh-brady.png)
Lending Summit — Network Lending: The Future of Cooperative Lending
Today credit unions face unprecedented challenges and opportunities. Traditional lending models are being disrupted by technological advancements and changing consumer preferences, necessitating innovative solutions. This presentation explores network lending, a cooperative model where financial institutions pool resources, agree on common underwriting and pricing standards, and optimize liquidity management by collectively originating, buying, and selling loans. Through insightful case studies and practical strategies, attendees will gain a comprehensive understanding of how network lending can facilitate access to broader lending opportunities, improve risk management, streamline processes, and enhance competitiveness. You get the same strategies used by other CUs that have gained access to a younger demographic (average of 28 years old), borrowers with average FICOs of 750 and average income of $130,000, and improved liquidity management. Don’t miss this opportunity to learn about the transformative potential of network lending and how it can drive growth, efficiency, and member satisfaction.
![Ryan Giffin A speaker photo for Ryan Giffin](https://www.peievents.com/en/wp-content/uploads/2024/06/ryan-giffin.png)
HR Summit — Increasing Human Digital IQ to Harness the Power of Artificial Intelligence
AI will not replace jobs; your organization will choose to replace jobs. This session discusses the importance of increasing Digital IQ across all levels of your organization, from Board Members to Member Service Representatives (MSRs), ensuring that everyone is equipped to thrive in this new era of work. Join us to explore actionable strategies for leveraging AI within your credit union. Understand how to foster a culture of continuous learning and digital literacy, enabling your team to effectively utilize AI technologies. Gain insights into real-world applications of AI that can streamline operations, improve member services, and drive strategic and operational decision-making. Don’t let your credit union be left behind – join us to increase your Human Digital IQ and leverage AI to your benefit.
![Zach Christensen A speaker photo for Zach Christensen](https://www.peievents.com/en/wp-content/uploads/2023/02/zach-christensen.jpg)
Trending Summit — Let's Beat the Bad Guys! Practical CU Strategies to Protect Your CU and Your Members from Ransomware Attacks
The most recent attack that crippled more than 60 credit unions showed just how vulnerable many CUs are to ransomware attacks. Find out how to arm yourself before an attack and respond in the “fog of war” so you never have to pay a dime – and resume operations safely and soundly within hours, not weeks. Discover the 4 practical strategies from prevention to response every CU must follow whether you are managing your cybersecurity in-house or through a third-party vendor. Plus, take home the lessons learned from the most recent attacks to ensure your CU and your members’ data is protected.
![Jen Anothony A speaker photo for Jen Anthony](https://www.peievents.com/en/wp-content/uploads/2023/12/jen-anothony.jpg)
Financial Summit — Financial Strategies in Uncertain Times
As we navigate this uncertain economic environment, it’s crucial to stay informed and prepared. In this interactive session, insights and strategies will be shared that can help you manage risks, identify opportunities, and make informed decisions to safeguard and grow your credit union. You will get practical, actionable advice that you can implement immediately to enhance financial resilience.
![Tracey Jackson A speaker photo for Tracey Jackson](https://www.peievents.com/en/wp-content/uploads/2023/12/Tracey-Jackson.jpg)
Networking Luncheon
CEO Summit Luncheon
Networking Break in Exhibit Hall Exhibit Hall Finale
Two Guest Experiences to choose from!
Guest Experience Packages
(Choose 1 of 2 options held Thursday afternoon, Aug 1. Limited only to Registered Guests.)
GUEST EXPERIENCE PACKAGE INCLUDES:
- One admittance to either the Meow Wolf Tour OR the Mob Museum & Speakeasy Tour
- One admittance to 9 Time Comedian of Year Winner, Rita Rudner!
- All conference continental breakfasts (not including Breakfast of Champions).
- Access to ALL refreshments, plated luncheons and dessert socials.
Step into the Past: Experience Las Vegas’ Underworld at the Mob Museum & Speakeasy
Uncover the fascinating stories of organized crime, the notorious figures that shaped Las Vegas as we know it. Take a guided tour of the museum and it’s exhibits located in the historic former U.S. Post Office and Courthouse. Explore the distillery to learn about the art of moonshine production and enjoy a taste of this historic spirit. Be sure you know the password to stop by the speakeasy, where we will relax and savor a crafted cocktail in an authentic Prohibition-era setting. The Mob Museum offers an immersive journey into a captivating chapter of American history!
- 1:30pm: Meet at Convention Registration Desk
- 1:45pm: Transportation to the Mob Museum
- 2:00pm: Mob Museum & Distillery Tour and Speakeasy Visit
- 4:15pm: Depart and Return to Caesars
- 5:00pm: Arrive Back at the Hotel
Meow Wolf Las Vegas Guest Experience
Guest Experience Packages
(Choose 1 of 2 options held Thursday afternoon, Aug 1. Limited only to Registered Guests.)
GUEST EXPERIENCE PACKAGE INCLUDES:
- One admittance to either the Meow Wolf Tour OR the Mob Museum & Speakeasy Tour
- One admittance to 9 Time Comedian of Year Winner, Rita Rudner!
- All conference continental breakfasts (not including Breakfast of Champions).
- Access to ALL refreshments, plated luncheons and dessert socials.
Step into the Surreal: Discover the Fantastical Wonders at Meow Wolf Las Vegas
Join us for an “out-of-this-world” experience at Meow Wolf in the heart of AREA15, where art and adventure blend into an immersive interactive experience. Explore a wild, colorful world filled with mind-bending installations, secret passageways, and interactive exhibits that ignite your imagination and curiosity. As you explore this mesmerizing labyrinth, stop by the secret bar to enjoy a delightful cocktail. Meow Wolf is an adventure around every turn, an experience you will never forget!
- 1:30 pm: Meet at Convention Registration Desk
- 1:45 pm: Transportation to MeowWolf
- 2:00 pm: Self Guided Tour of MeowWolf’s Omega Mart
- 3:30 pm: Cocktails at Area 15
- 4:15pm: Depart and Return to Caesars
- 5:00pm: Arrive Back at the Hotel
Leadership Summit — Governance Pathways for Strategic Growth
Where are credit unions heading? And how can governance help your credit union get there? Learn why governance evolution should be a part of your strategic plan and how to prepare for asset growth. Just as your credit union operations must evolve to meet new technology and marketplace demands, so too must your governance become more sophisticated to mirror that evolution. Lynette will share ideas that just may spark a strategic growth discussion at your next board meeting.
![Lynette Smith A speaker photo for Lynette Smith](https://www.peievents.com/en/wp-content/uploads/2023/12/Lynette-Smith.jpg)
Lynette Smith
Chief Engagement Officer, Quantum Governance & retired President/CEO, TruEnergy FCU
Read bioMarketing & Branding Summit — The Marketing Mosaic for 2025: Credit Union Strategies that Drive Business Results
The velocity of change has never been so challenging. Prospects are evolving rapidly, the economy is driving new issues, and the country’s trust crisis creates a marketing challenge…or huge opportunity depending on your strategy. How do you stand out to prospects in a crowded market when they pay less attention? Repetitive messaging no longer works, and prospects no longer trust traditional advertising. To appeal to today’s evolving prospects, we must apply new strategies that capture attention, help us stand out from the Sea of Sameness, and drive them to take action. Join marketing and consumer behavior expert, Shawna Suckow, in this engaging session as she shares the latest economic and consumer trends underway, and predictions for 2025. Don’t worry, it’s not a boring lecture! She’ll share her Marketing Mosaic strategy that will help you drive new business in the year ahead. Find out how to create impactful and memorable Marketing regardless of budget or staff size…truly stand out to help you attract more business…and get the template that will help you easily plan your marketing mix going forward.
![Shawna Suckow A speaker photo for Shawna Suckow](https://www.peievents.com/en/wp-content/uploads/2023/12/shawna-suckow-1.jpg)
DEI Summit — Connection and Contribution: How to Make Belonging the Linchpin in Your Strategic Advantage
Belonging – a fundamental human need and the sense of being accepted and included by others – is essential to any DEI strategy. That’s because just making employees feel comfortable at work isn’t enough to get the job done. Organizations must foster a sense of belonging for team members to be connected to purpose, to bring their best contributions to the workplace and ultimately to drive organizational performance. In this session, we’ll unpack the costs and benefits of prioritizing a culture of belonging and learn how to go beyond the status quo to make belonging a strategic advantage for your organization.
Presented in Partnership with
![Dohnia Dorman A speaker photo for Dohnia Dorman](https://www.peievents.com/en/wp-content/uploads/2023/02/Dohnia-Dorman-1.jpg)
Lending Summit — Recruitment and Retention Strategies for CU Lending Departments
Join us for an insightful engagement tailored specifically for credit union professionals focused on enhancing their lending departments. This session will discuss effective recruitment techniques that attract top-tier talent and talent management retention strategies designed to keep your team motivated and engaged. Learn best practices, innovative approaches, and practical solutions to build a dynamic lending department that drives member satisfaction and organizational growth. Don’t miss this opportunity to transform your approach to staffing and management in the competitive financial services landscape.
Sponsored by:
![Paul Marston A speaker photo for Paul Marston](https://www.peievents.com/en/wp-content/uploads/2024/06/Paul-Marston.png)
HR Summit — Spy Games: How to Decode Personality Types to Boost Communication
Get ready to crack some codes. Find out how to quickly and easily identify personality types that often shift depending on the circumstances, mood, and even time of day. Whether you’re in the boardroom, the C-suite, coaching employees, or meeting with members, you can use the intel gained to improve your communication, understand others and get the desired results faster and without the drama. Join Keith & Rebecca for a fun, entertaining and eye-opening presentation with practical tips anyone can use anytime, anywhere.
![Keith Rebecca Klein Scott A speaker photo for Keith & Rebecca Klein Scott](https://www.peievents.com/en/wp-content/uploads/2023/02/keith-rebecca-klein-scott.jpg)
Trending Summit — Cyber Risk: The Greatest Threat to The Credit Union Bottom Line
This session will provide a comprehensive overview of the current cyber threat landscape, including emerging threats and vulnerabilities unique to the financial sector. Attendees will gain valuable knowledge on best practices for implementing robust cybersecurity measures, from securing online banking platforms to protecting against sophisticated phishing attacks, customer data and ransomware. Marquis Carroll, a seasoned cybersecurity professional with extensive experience in the financial sector, will share real-world examples and actionable advice to help you fortify your credit union’s defenses.
Sponsored by:
![Marquis Carroll A speaker photo for Marquis Carroll](https://www.peievents.com/en/wp-content/uploads/2024/06/Marquis-Carroll.png)
Financial Summit — Managing Investments In A Volatile Market: Practical Approaches CUs Can Easily Apply
As net income margins continue to tighten, CUs are looking for alternative income streams to manage the balance sheet. In this session, ALM expert Emily Hollis discusses the fixed investments allowable under NCUA and some states and which sectors perform best in a highly anticipated falling rate market. For those seeking enhanced yield, she also reveals various options through the Employee Benefits Pre-Fund and Charitable Donation accounts. You won’t want to miss her top investments to avoid! Plus, be among the first to learn about a new fund with AACUC that everyone will be talking about.
![Emily Hollis A speaker photo for Emily Hollis](https://www.peievents.com/en/wp-content/uploads/2024/06/emily-hollis.png)
CU Connect — What's Your Philosophy About Executive Benefits?
(Invitation only please)
The session title is not a rhetorical question! This session will address the need for a meaningful Executive Benefits philosophy, what should be considered, and how to implement and document the process.
Sponsored by:
Transitional Break
Leadership Summit — Rebuilding Trust: A Journey of Strengthening Board and Executive Relationships
Join Senior Executive Liz Ponder as she recounts one of the most challenging periods of her career. In this compelling narrative, Liz shares her journey of rediscovering and rebuilding trust between an Executive Team and their Board of Directors. Be inspired by her candid reflections and the valuable lessons she learned, which resonate with many credit union Executives and Boards today.
![Liz Ponder A speaker photo for Liz Ponder](https://www.peievents.com/en/wp-content/uploads/2023/12/liz-ponder.jpg)
Branding & Marketing Summit — Keys to Building Life-Long Members, Not Rate-Hoppers
In an era where members often chase the best rates, building lasting relationships is key to credit union success. This session explores proven strategies to foster loyalty and engagement among members, moving beyond transactional interactions. We will delve into effective communication techniques and innovative differentiators that resonate beyond financial incentives. Join us to discover how to transform your credit union into a community hub, where members stay not just for great rates, but for the invaluable connections and long-term partnerships you create.
DEI Summit — Two Vastily Different Continents - One Shared Mission
Africa is one of the fastest growing regions for credit unions in the world with more than 34,000 CUs and financial cooperatives serving 43 million people in 29 countries — a vastly different market compared to the U.S. The median age of its population is 18 and the average loan is only $339 per member. Yet, CUs in both continents share the same mission of people helping people. Find out how CUs in Africa are leveraging Fintech to serve members, utilizing digital transformation, overcoming cultural barriers as they try to serve more women, and make positive impact in their communities. Discover how to apply the same strategies in this emerging market to your credit union today.
Presented in Partnership with
Lending Summit — Real-World, Practical Tactics to Increase Loan Growth & Member Loyalty
When was the last time your lending department called members to get ALL of their business? Get a behind-the-scenes look into how one CU is beating the competition by actively going after new loans and refinancing opportunities by contacting their members to generate a 96% L/S ratio. The secret is how they did it and tracked their metrics. Plus, you will learn from the trainers who worked with the lending department on best practices for engaging with members, uncovering hidden opportunities for saving members’ money, and taking market share from the competition. You will learn not only what they did, but how they did it!
HR Summit — The Leadership Pipeline: Creating a System for Developing Tomorrow's Leaders in Your CU
CUs face a trifecta of challenges: the ongoing war for talent, the retirement wave of Boomers, and the imperative to cultivate trust and loyalty. Join us for an insightful and content-rich session where we discuss strategic solutions to nurture and develop leadership within CU, navigate the complexities of succession planning, foster a culture that not only retains existing talent but also attracts new members and employees. Gain clarity on actionable steps to not only adapt to the current challenges but to thrive in the dynamic work climate. Elevate your CU’s potential by proactively addressing the issues at hand and charting a course towards a resilient and prosperous future.
![Tamra Gaines A speaker photo for Tamra Gaines](https://www.peievents.com/en/wp-content/uploads/2023/12/tamra-gaines.png)
Trending Summit — Data Analytics: Your CU's Secret Power for Creating Member Value
Data isn’t the issue for credit unions; activating it is. For the majority of credit unions, data feels completely overwhelming. Common questions are: How do I access the most reliable and valid data? How can I use it to improve my members’ lives? Do I need new tools? Do I have the right people? How much and how long? This session will highlight the data journey of Royal Credit Union and learn from Tad Carlson, Royal’s VP – IT Solutions & Development and how they use data to drive key decision-making and create member value. Spoiler Alert this does involve AI. Plan on attending this session to gain actionable takeaways to help jump-start your data journey.
Financial Summit — Inspire What’s Next: A Glimpse into Innovative Payment Trends Across the Globe
Consumer preferences have changed dramatically over the last four years. In this session, Velera Senior Vice President of Emerging Services Scott P. Young provides insight into the latest financial technology innovations around the globe and here in the U.S. – and how your credit union can best leverage them to provide your members with the personalized, connected experiences they expect. Regardless of asset or membership size, this session will provide practical tips to prepare your members for what trends may be coming next.
- Gain insight into some of the latest fintech innovations around the globe and here in the U.S. – and how your credit union can best leverage them to provide your members with the personalized, connected experiences they expect.
- Learn where payment innovation may be headed in order to match growing consumer demand for immediacy, convenience and personalization.
- Learn why credit unions should capitalize on the trust factor among their membership, and why now is not the time to forego innovation on behalf of your members.
Presented by:
![Scott Young A speaker photo for Scott Young](https://www.peievents.com/en/wp-content/uploads/2023/07/scott-young.png)
AACUC Signature Closing Party
AACUC’s Signature Closing Party is a must-attend event and this year in Vegas won’t disappoint! This is your time to step out and dance the night away at an affair like none other, hosted by THE DJ Callihe. All registered conference attendees are invited to participate in AACUC’s Signature Closing Party.
Presented by:
Agenda
Conference - Friday 2nd
AACUC Lounge
Last chance to meet up with friends and colleagues. All registered conference attendees are welcome. The Lounge will close at noon.
Presented by:
Buffet Breakfast
Underground Collision: Generative AI — Who’s Gonna Tell Your Story?
Generative AI is creating both excitement and anxiety. The latest technology has the potential to transform how we do business, similar to how the Internet upended how we bank, shop and communicate. Yet, for the first time, technology has the potential to learn and create – like humans. Learn how to control your story as the technology unfolds in this controversial panel discussion. Find out where the real risks lay ahead for CUs … how to leverage AI for go-to market strategies … how boards will need to govern in an AI world … and how the technology can be used to make a positive impact on your CU and your members.
2-Minute Spotlight: 5 Speaker Have Just 2 Minutes to Share One BIG Idea in this Theatrical Presentation
Putting Thought to Action: Applying Your Best Take-aways
This dynamic 15-minute session will transform your best conference insights into actionable steps, while also giving you one more opportunity to connect with someone new. In this short time, you’ll harness the full potential of your conference experience and leave with practical tools to implement your newfound knowledge immediately. You’ll engage, connect, and propel your goals forward with your fellow attendees.
![Shawna Suckow A speaker photo for Shawna Suckow](https://www.peievents.com/en/wp-content/uploads/2023/12/shawna-suckow-1.jpg)
EI vs AI: 5 Powerful Lessons for Credit Union Leaders
While AI might be able to automate tasks and even boost productivity, the need for leaders to connect on a human emotional intelligence level is more critical than ever. EI (not AI) gives us the ability to develop strategic visions, collaborate, lead, adapt, provide better member service and make ethical decisions. In short, we need to strike a delicate balance of leveraging our human skills while also taking advantage of AI advancements. Join one of the CU Leadership Convention’s highest-rated speakers, Brandi Stankovic, in this closing keynote as she explores 5 strategies CUs are effectively using to integrate EI with AI to better serve their members, their credit union and their communities.
![Brandi Stankovic A speaker photo for Brandi Stankovic, Ed.D.](https://www.peievents.com/en/wp-content/uploads/2021/03/brandi-stankovic-1.jpg)
Conference Adjourns
100% Money-Back Guarantee
We’re so confident that the CU Leadership Convention will meet your credit union needs that we are offering our 100% Money-Back Guarantee. If you don’t return to your credit union with the strategies needed to contribute to the growth of your organization, write us and we will promptly return your entire registration fee—no questions asked.
Cancellations and Substitutions:
Our cancellation and substitution policy are as follows: If you’re unable to attend, you’re welcome to send a substitute. Or, if you cancel in writing by Thursday, May 2, 2024, you may get a full refund. After that date, there is no refund, but you may use your registration fee at next year’s CU Leadership Convention. Registrants who do not cancel and do not attend are liable for the full conference fee. Cancellations via phone will not be accepted.
See what you missed in 2024…
Connect Face-to-Face with C-Suite Leaders & Directors from July 30-August 2, 2024 in Las Vegas
The 47th Annual CU Leadership Convention is a one-of-a-kind, in-person experience: a unique blend of networking, collaboration and thought leadership between credit union c-suite executives, presidents, board chairs and sponsors.
The program is custom designed to encourage conversation about best practices, relationship building and knowledge sharing across all functional areas on the most pressing issues facing credit unions today.
Join us in Las Vegas from July 30-August 2, 2024, to engage with over 1,000 forward-thinking CU leaders looking for answers to their most challenging issues.
Premier Sponsorship Programs
Premier Sponsorship provides a complete 360-degree experience throughout all aspects of the event.
Principal Sponsorship
- The Exclusive Principal Sponsor of one of the CULC Summits (Leadership, Trending, Lending, Human Resources, FInTech, Branding & Marketing and Financial Management)
- Keynote speaking opportunity kicking off the specified summit on Wed., July 31
- Premium branding as the Principal Sponsor of the summit of your choosing
- Premium branding where sponsors appear throughout the CU Leadership Convention
- Full page advertisement in event guide
- Six (6) staff passes (in addition to your speaker, 7 total)
- 10’ x 20’ exhibit space (includes standard pipe and drape)
- Company logo & listing on website
- Company listing in event guide
- Pre- and post-show email to CULC registrants
- Seat drop pre-speaking session (1)
- Pre and post show registrant lists
Lead Sponsorship
- Branding: Your firm will be branded at the Lead Sponsor level
- One speaking opportunity (specific details to be determined with CULC Chairman)
- Full page advertisement in event guide
- Four (4) staff passes (in addition to your speaker, 5 total)
- 10’ x 20’ exhibit space (includes standard pipe and drape)
- Company logo & listing on website
- Company listing in event guide
- Pre and post show registrant lists
Sponsorship
- Branding: Your firm will be branded at the Sponsorship level
- One speaking opportunity (specific details to be determined with CULC Chairman)
- Half-page advertisement in event guide
- Three (3) staff passes (in addition to your speaker, 4 total)
- 10’x10’ exhibit space (includes standard pipe and drape)
- Company logo & listing on website
- Company listing in event guide
- Pre and post show registrant lists
Additional Sponsorship Opportunities
Taking place on the night before the conference kicks off, this premier program provides sponsor with a private hosted dinner for a curated audience of CEOs.
- Branding: Your firm will be promoted as a sponsor of the Forum, where sponsors are listed.
- Attendee Passes: Your firm receives three (3) passes to attend the CEO Dinner and CU Leadership Convention
- Pre and post show registrant lists (name, title, company)
Curated session: Your firm will have the opportunity to create an interactive session and work with CULC to curate an audience from the CULC attendees.
- 10’x10’ exhibit space (includes standard pipe and drape)
- Company logo & listing on website
- Company listing in event guide
- Two (2) staff passes (allows access to conference sessions and public networking events)
- Pre and post show registrant lists (name, title, company)
Every attendee will create a walking billboard for your firm throughout the event. Sponsor’s logo will appear on the event lanyards provided to all attendees upon registration.
- Branding:
- Your firm will be branded at the Sponsor level
- Your firm will be branded as sponsor on break signage
- 10’x10’ exhibit space (includes standard pipe and drape)
- Company logo & listing on website
- Company listing in event guide
- Two (2) staff passes (allows access to conference sessions and public networking events)
- Pre and post show registrant lists (name, title, company)
The 4×7 Tech Demo will feature a session with 7 firms receiving 7 minutes on stage to present and demonstrate their technology offering.
- Branding as a sponsor and participant in the 4×7 Tech Demo
- One presentation slot in one Tech Demo (exact one TBD)
- 10’x10’ exhibit space (includes standard pipe and drape)
- Company logo & listing on website
- Company listing in event guide
- Two (2) staff passes (allows access to conference sessions and public networking events)
- Pre and post show registrant lists (name, title, company)
As the exclusive sponsor of CULC’s registration area, your brand will be in the one place every single attendee must visit.
- Branding:
- Your firm will be branded at the Sponsor level
- Your firm will be branded as sponsor on break signage
- 10’x10’ exhibit space (includes standard pipe and drape)
- Company logo & listing on website
- Company listing in event guide
- Two (2) staff passes (allows access to conference sessions and public networking events)
- Pre and post show registrant lists (name, title, company)
Sponsor receives premium sponsorship branding on every tote bag, distributed to all attendees.
- Branding:
- Your firm will be branded at the Sponsor level
- Your firm will be branded as sponsor on break signage
- 10’x10’ exhibit space (includes standard pipe and drape)
- Company logo & listing on website
- Company listing in event guide
- Two (2) staff passes (allows access to conference sessions and public networking events)
- Pre and post show registrant lists (name, title, company)
Sponsor may suggest a branded password for WiFi access during the event. This will be advertised on signage and tent cards throughout the venue.
- Branding:
- Your firm will be branded at the Sponsor level
- Your firm will be branded as sponsor on break signage
- 10’x10’ exhibit space (includes standard pipe and drape)
- Company logo & listing on website
- Company listing in event guide
- Two (2) staff passes (allows access to conference sessions and public networking events)
- Pre and post show registrant lists (name, title, company)
Sponsor receives premium sponsorship branding surrounding the networking breaks
- Branding:
- Your firm will be branded at the Sponsor level
- Your firm will be branded as sponsor on break signage
- 10’x10’ exhibit space (includes standard pipe and drape)
- Company logo & listing on website
- Company listing in event guide
- Two (2) staff passes (allows access to conference sessions and public networking events)
- Pre and post show registrant lists (name, title, company)
Be the first to greet attendees in the morning as the host of the conference breakfasts.
- Branding:
- Your firm will be branded at the Sponsor level
- Your firm will be branded on breakfast signage as the sponsor
- 10’x10’ exhibit space (includes standard pipe & drape)
- Company logo & listing on website
- Company listing in event guide
- Two (2) staff badges (allows access to conference sessions and public networking events)
- Pre and post show registrant lists (name, title, company)
Align your firm with the premier think tank session – The Breakfast of Champions!
- Branding:
- Your firm will be branded at the Sponsor level
- Your firm will be branded as sponsor on break signage
- 10’x10’ exhibit space (includes standard pipe and drape)
- Company logo & listing on website
- Company listing in event guide
- Two (2) staff passes (allows access to conference sessions and public networking events)
- Pre and post show registrant lists (name, title, company)
- Thought Leadership Sponsor may help in the sessions at the discretion of the CULC Chairperson
- Sponsor may provide branded pens/pads for the session
Sponsor receives exclusive sponsorship branding on aisle signs throughout the exhibit hall
- Branding:
- Your firm will be branded at the Sponsor level
- Your firm will be branded as sponsor on break signage
- 10’x10’ exhibit space (includes standard pipe and drape)
- Company logo & listing on website
- Company listing in event guide
- Two (2) staff passes (allows access to conference sessions and public networking events)
- Pre and post show registrant lists (name, title, company)
Be one of 15 exhibitors participating in the contest for attendees.
Each passport sponsor will be featured on a bingo style card. Attendees must visit and engage with passport sponsors at their booth visit sponsors and have the sponsor stamp their card with their unique stamp.
Upon completion, attendees turn their cards in for a chance to win prizes.
- Branding: Your firm will be branded at the Sponsor level
- 10’x10’ exhibit space (includes standard pipe & drape)
- Company logo & listing on website
- Company listing in event guide
- Two (2) staff passes (allows access to conference sessions and public networking events)
- Pre and post show registrant lists (name, title, company)
2024 CU Leadership Convention Sponsors
See what you missed in 2024…
You’re invited to the #1 event for growth-minded CU Leaders
The CU Leadership Convention held every summer in Las Vegas is regarded as one of the top conferences for credit union executives and directors with more than 1,200 attendees and 50+ solution providers.
Previously known as the Directors & CEO Conference, the country’s leading event for Directors, CEOs and C-suite level leaders is now the CU Leadership Convention. For 47 years, the conference has delivered the best content, packed with practical guidance and innovative solutions from the country’s leading SMEs, CEOs, executives, directors and consultants willing to share what’s working – and what’s not.
This year is no exception! Join us in Vegas to share ideas, network and learn from the country’s leading credit union experts. This year’s convention features:
- 63 sessions with real-world guidance from CEOs, directors and SMEs.
- 8 NEW Breakout Summits on today’s hottest topics, including AI, liquidity, DEI lending, HR, leadership, fintech and more. Pick and choose your favorite topics!
- 3 NEW Deep Dive Pre-Conference Workshops on Board Governance, Data, AI, and Financial Management.
- Expanded Breakfast of Champions idea exchange: Share your best idea, with proven results, and hear from your peers about their biggest successes to revolutionize your CU (Limited to the first 300 paid attendees)!
- NEW exhibit hall featuring 50+ solution providers.
- Opening night entertainment and reception.
- And much more!
Since we are not an association or a CUSO, we deliver unvarnished perspectives from the industry’s leading thought leaders, so you have the information you need to better serve your communities, your members and your employees. This commitment to top-quality content and thought-provoking speakers – all while in America’s most exciting city – makes the CU Leadership Convention a must-attend event for any credit union leader.
We look forward to seeing you in Vegas!
Dennis J. Sullivan, Chairman
For Board Members:
- Learn and adopt best-in-class strategies to grow your credit union and improve profitability in a sustainable way.
- Build on your current plans and ideas by exchanging information with fellow innovative board directors pioneering the credit union movement.
- Discover how to generate 10-12x the returns for your credit union at the all-new CU Leadership Summit – dedicated to helping board directors provide their C-suite with the right level of direction. Take your board director skills to the next level by learning about the hottest topics for credit unions, including new sessions on how AI and Liquidity impact CUs.
- Differentiate yourself from banks by gaining access to fintech experts, solution providers and unvarnished perspectives focused on supporting credit unions and their boards to win more business.
- Crowdsource innovation – take part in this year’s Expanded Breakfast of Champions idea exchange. Share your best idea, with proven results, and hear from your peers about their biggest successes to revolutionize your CU (Limited to the first 300 paid attendees).
- Join this getaway with your spouse, unwind and enjoy all that the US entertainment capital has to offer.
For C-Suite Executives:
- Learn about the hottest topics in the movement, based on your area of expertise. Choose from 8 Summits covering fintech, leadership, marketing, DEI, HR and more to develop actionable strategies that will have impact in your CU.
- Get the best of both worlds at CU Leadership Convention – entertainment and education. Connect with your peers over breakfast or at one of our evening events whilst experiencing the most progressive speakers, content and solution providers for your CU by day.
- Network with fellow C-suite to tackle shared challenges and discover innovative solutions, including how to communicate effectively with your board.
- Learn the top 3 emerging risks every executive needs to know and find out how to apply the big changes affecting strategy, structure, governance, and leadership for credit unions, so you can play your part in driving growth.
See what you missed in 2024…
The CU Leadership Convention is one of the largest events in the country bringing together credit union directors, CEOs, Presidents, and C-suite executives from across the nation.
Keynote speakers and entertainment acts have featured Dan Rather, Jon Taffer, Cal Ripken Jr., Chris Gardner, Howie Mandel, Jay Leno, and Penn & Teller. Most importantly, the convention hosts more than 60 industry experts to share best practices and guidance to help credit unions of all sizes grow and better serve their employees, members and their communities. In addition, the convention includes more than 50 solution providers in its exhibit hall showcasing the newest technology and services available to credit unions.
Celebrating its 47th anniversary July 30-August 2, 2024 at Caesars Palace in Las Vegas, the CU Leadership Convention typically hosts more than 1,200 credit union leaders. Content is focused on the key areas of managing credit unions including lending, Fintech, cybersecurity, DEI, finance, leadership, Generative AI, member service, and branding. The convention is hosted by PEI Group, and is not affiliated with any trade group or political organization so we can give you unvarnished content designed to help you grow and solve your toughest challenges.
To download any of the Resources, a valid work email is required. Personal emails that use @outlook.com, @gmail.com, @yahoo.com, @icloud.com, etc. cannot be accepted.
Pre-Event Resources
See what you missed in 2024…
Learn, play, and unwind at Caesars Palace
It’s time to indulge and treat yourself while learning and networking at the 47th 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
Details about the hotel discount rate coming soon.
All convention registrants also get these exclusive benefits as guests at Caesars Palace:
- Unlimited local phone calls
- Two (2) admissions per day to Fitness Center
- In-room internet access to include two (2) devices per room per day
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
See what you missed in 2024…
Great news! The CU Leadership Convention is proud to partner with the African-American Credit Union Coalition to host this year’s AACUC Annual Conference, and we look forward to welcoming you to Las Vegas!
As an AACUC member, you will enjoy all the benefits of networking and sharing ideas – and you get the opportunity to experience the country’s most thought-provoking speakers, world-class entertainment, and more chances to apply innovative solutions to the challenges facing credit union leaders today – all in America’s most exciting city! AACUC Members are eligible for an exclusive registration discount! Keep scrolling to access the discount.
Here are just 10 of the benefits AACUC members will enjoy:
- Special opening-day welcoming reception for members to meet old friends and forge new relationships.
- AACUC curated breakout sessions — including our ALL-NEW DEI Summit — discussing the hottest topics in lending, HR, Fintech, Financial Management, Marketing & Branding, Leadership and much more.
- Special Pete Crear Lifetime Achievement Award luncheon celebrating this year’s winners.
- AACUC thought-leaders featured throughout the convention all four days!
- A unique opportunity to meet with more than 60 solutions providers in the country’s largest exhibit hall for credit union leaders.
- More chances to learn what’s working — and what’s not — from more than 1,000 of your colleagues.
- Celebrate this year’s recipient of the Renée Sattiewhite Neoteric Changemaker Award winner!
- More opportunities to network and collaborate with your peers at the exclusive AACUC Member Lounge.
- World-class entertainment you and your guests can only experience in Las Vegas!
- A special closing party for you to relax and enjoy your time with friends and colleagues.
- And much more…
Don’t miss Olympic great Jackie Joyner Kersee
Named by Sports Illustrated as “The Greatest Female Athlete of the 20th Century.”
2024 Pete Crear Lifetime Achievement Awards Luncheon
Come celebrate the 2024 Pete Crear Lifetime Achievement Award Honorees during the 47th CU Leadership Convention on Wednesday, July 31. Congratulations to Sandra DeVoe Bland, Board Chair of SRP Federal Credit Union, and Dan Berger, retired President/CEO of NAFCU. This prestigious award recognizes a credit union professional or volunteer whose career best embodies the African-American Credit Union Coalition’s mission to increase the strength of the global credit union community.
![](https://www.peievents.com/en/wp-content/uploads/2024/03/bland.jpg)
Sandra DeVoe Bland
Board Chair
SRP Federal Credit Union
![](https://www.peievents.com/en/wp-content/uploads/2024/03/burger.jpg)
Dan Berger
Retired President/CEO
NAFCU
We look forward to welcoming you to the 47th CU Leadership Convention, presented in partnership with AACUC.
Register TODAY and SAVE with your AACUC Member Discount Code!
Access the AACUC Member Discount code by logging into the AACUC Info Hub.
Not an AACUC Member?
Have questions for AACUC about your membership status or the AACUC Member Discount?
Contact us at membership@aacuc.org.
Great news! The CU Leadership Convention is proud to partner with the African-American Credit Union Coalition to host this year’s AACUC Annual Conference, and we look forward to welcoming you to Las Vegas!
As an AACUC member, you will enjoy all the benefits of networking and sharing ideas – and you get the opportunity to experience the country’s most thought-provoking speakers, world-class entertainment, and more chances to apply innovative solutions to the challenges facing credit union leaders today – all in America’s most exciting city! AACUC Members are eligible for an exclusive registration discount! Keep scrolling to access the discount.
Here are just 10 of the benefits AACUC members will enjoy:
- Special opening-day welcoming reception for members to meet old friends and forge new relationships.
- AACUC curated breakout sessions — including our ALL-NEW DEI Summit — discussing the hottest topics in lending, HR, Fintech, Financial Management, Marketing & Branding, Leadership and much more.
- Special Pete Crear Lifetime Achievement Award luncheon celebrating this year’s winners.
- AACUC thought-leaders featured throughout the convention all four days!
- A unique opportunity to meet with more than 60 solutions providers in the country’s largest exhibit hall for credit union leaders.
- More chances to learn what’s working — and what’s not — from more than 1,000 of your colleagues.
- Celebrate this year’s recipient of the Renée Sattiewhite Neoteric Changemaker Award winner!
- More opportunities to network and collaborate with your peers at the exclusive AACUC Member Lounge.
- World-class entertainment you and your guests can only experience in Las Vegas!
- A special closing party for you to relax and enjoy your time with friends and colleagues.
- And much more…
Don’t miss Olympic great Jackie Joyner Kersee
Named by Sports Illustrated as “The Greatest Female Athlete of the 20th Century.”
2024 Pete Crear Lifetime Achievement Awards Luncheon
Come celebrate the 2024 Pete Crear Lifetime Achievement Award Honorees during the 47th CU Leadership Convention on Wednesday, July 31. Congratulations to Sandra DeVoe Bland, Board Chair of SRP Federal Credit Union, and Dan Berger, retired President/CEO of NAFCU. This prestigious award recognizes a credit union professional or volunteer whose career best embodies the African-American Credit Union Coalition’s mission to increase the strength of the global credit union community.
Sandra DeVoe Bland
Board Chair
SRP Federal Credit Union
Dan Berger
Retired President/CEO
NAFCU
We look forward to welcoming you to the 47th CU Leadership Convention, presented in partnership with AACUC.
Register TODAY and SAVE with your AACUC Member Discount Code!
Access the AACUC Member Discount code by logging into the AACUC Info Hub.
Not an AACUC Member?
Register with my AACUC Discount Code:
Have questions for AACUC about your membership status or the AACUC Member Discount?
Contact us at membership@aacuc.org.
Nominations now open for the 2024
Renée Sattiewhite Neoteric Changemaker Award
The CU Leadership Convention is proud to announce nominations are currently being accepted for the Neoteric Changemaker Award for 2024, named after the first recipient of the award, Renée Sattiewhite, CEO and President of the African-American Credit Union Coalition.
This national award recognizes those who have 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.
Deadline for nominations is 11:59 pm Eastern, June 10, 2024. Only 1 nomination per person is allowed. The award will be presented at the 47th CU Leadership Convention, Aug 1, 2024.
Nominees must be present to win.
Nomination Requirements
Anyone may submit a nomination for the Renée Sattiewhite Neoteric Changemaker Award. Nominations must clearly document why the candidate or team should be considered, above all others, for this distinguished award.
Nominations must contain sufficient information to inform the selection process without additional research. Complete nominations must include the nominee’s (or team members’) curriculum vitae or resume(s). While a CV or resume provides the committee with a more comprehensive overview of the nominee’s (or team members’) accomplishments and experiences, it is not a substitute for any of the required items listed below. After reviewing initial nomination submissions, the committee may request reference letters to assist in the evaluation of the nominees under consideration.
The following is a list of examples that may be considered in the evaluation process:
- Demonstrated an exceptional ability to make change happen in the credit union sector with a focus on modernizing the purpose of “people, helping people.”
- A body of work that has had a broad impact on the advancement of the credit union movement within society.
- Exceptional display of volunteerism within the credit union movement outside organizational or job description.
- Been a role model or mentor for others and epitomized the true meaning of being a Changemaker – putting ideas into action.
- Unwavering/Enduring commitment to achieving diversity, equity, inclusion and sense of belonging for a broad audience of stakeholders, across all demographic segments understanding that allyship is paramount to all sustainable initiatives.
Recognition
Recipient(s) will receive an award with their name engraved, which recipient(s) may keep. Each recipient(s) will also receive two complimentary registrations to the 2025 CU Leadership Conference.
Submit nomination: click here.
About Renée Sattiewhite
The Neoteric Changemaker Award is named after the first recipient of this prestigious award. Renée Sattiewhite, CEO and President of the African-American Credit Union Coalition, sets the standard as someone who has demonstrated personal perseverance, advanced the cause of “people, helping, people,” advocated for relevant ideation, and created positive programming for leaders.
“Modernizing the social impact of the credit union industry is vital to sustainability and to robust connection with future generations,“ noted Susan Mitchell, Chair of the Neoteric Changemaker Award Governance Committee, who presented the award July 27, 2023 at Caesars Palace, Las Vegas. “We must urgently pursue ways to revitalize our cooperative vision to what is relevant in today’s society and only aspirational leadership can do it. Renée Sattiewhite is that aspirational leader in the credit union movement.”
Committee members serving on inaugural award committee passionately agreed Renée Sattiewhite has enhanced the credit union movement, emphasized the critical need for diversity, pioneered allyship and relentlessly advocated for all humans. She speaks for equity. She also has shown that it takes bravery and some personal risk when advocating for change knowing that if one stands alone, eventually others will join her.
“The creation of the award is to honor an individual who has overcome tremendous challenges to create change in the credit union movement and was very clear that the first award should go to Renée as she is the definition of changemaker,” said Dennis Sullivan, Chairman of the CU Leadership Convention. “There are few people who have done so much for the industry and made DEI a rallying cry for all credit unions nationwide.”
The Neoteric Changemaker Award will be presented each year at the CU Leadership Convention and is open to anyone within the credit union movement who advocates for new ideas.
Renee Sattiewhite (left), CEO and President of the African-American Credit Union Coalition, is the 2023 winner of the inaugural Neoteric Changemaker Award. Presenting the award are: (left to right) Honorable Todd M. Harper, Chairman, NCUA; Dennis Sullivan, Chairman, CU Leadership Convention; and Susan Mitchell, CEO, Mitchell, Stankovic & Associates.
See what you missed in 2024…
Enjoy an evening of comedy with
stand-up legend, Rita Rudner
Register today as an attendee or guest, and don’t miss your chance to see the comedy legend!
A house-filling favorite in Las Vegas since she opened as one of the hottest tickets in town in June 2000, Rudner is known for her epigrammatic one-liners. Over the course of a multi-year run she sold almost two million tickets, grossed over a hundred million dollars and become the longest-running solo female comedy show in the history of Las Vegas. She was named Las Vegas’s Comedian of The Year nine years in a row and in 2006 received The Nevada Ballet’s Woman Of The Year Award. In October 2017 she was given the Casino Entertainment Legend Award.
Rita’s first solo HBO special, Rita Rudner’s One Night Stand, was nominated for several awards, as was her eponymous English BBC television show that later appeared in the USA on A&E. Rudner’s two one-hour specials for HBO, Born to Be Mild and Married Without Children, were ratings standouts and she performed all over the country, filling Carnegie Hall in New York three times. In 2008 Rita Rudner: Live From Las Vegas was PBS’s first ever stand-up comedy special.
Rita Rudner has written six books; her bestselling non-fiction titles, Naked Beneath My Clothes, Rita Rudner’s Guide to Men and I Still Have It…I Just Can’t Remember Where I Put It, plus the novels Tickled Pink and Turning the Tables. The audio version of Naked Beneath My Clothes received a Grammy nomination. Her autobiography, My Life in Dog Years, was published earlier this year.
See what you missed in 2024…
Choose 1 of 2 Options
Held Thursday Afternoon, August 1
Limited only to Registered Guests.
Packages Include:
- One admittance to either Meow Wolf Tour OR Mob Museum & Speakeasy Tour
- One admittance to 9 Time Comedian of Year Winner, Rita Rudner!
- All conference continental breakfasts (not including Breakfast of Champions)
- Access to ALL refreshments, plated luncheons and dessert socials
(IMPORTANT: Opening night show with Rita Rudner is only open to paid convention attendees and paid guests. Tickets are not sold separately.)
Step into the Past:
Experience Las Vegas’ Underworld at the
Mob Museum & Speakeasy
Uncover the fascinating stories of organized crime, the notorious figures that shaped Las Vegas as we know it. Take a guided tour of the museum and it’s exhibits located in the historic former U.S. Post Office and Courthouse. Explore the distillery to learn about the art of moonshine production and enjoy a taste of this historic spirit. Be sure you know the password to stop by the speakeasy, where we will relax and savor a crafted cocktail in an authentic Prohibition-era setting.
Step into the Surreal:
Discover the
Fantastical Wonders at
Meow Wolf Las Vegas
Join us for an “out-of-this-world” experience at Meow Wolf in the heart of AREA15, where art and adventure blend into an immersive interactive experience. Explore a wild, colorful world filled with mind-bending installations, secret passageways, and interactive exhibits that ignite your imagination and curiosity. As you explore this mesmerizing labyrinth, stop by the secret bar to enjoy a delightful cocktail. Meow Wolf is an adventure around every turn, an experience you will never forget!
See what you missed in 2024…
Thursday, Aug 1, 10:45 am – 12:30 pm
CEO Forum: Practical Leadership Strategies to Unleash Greatness in Others
Stephen M.R. Covey
Note: This special forum is ONLY available to CEOs. A separate registration fee of just $195 is required.
![](https://www.peievents.com/en/wp-content/uploads/2023/12/convey-book.png)
BONUS: Every CEO Forum registrant also receives a signed copy of his newest best-selling book.
Find out how truly great leaders unleash greatness in others – and how you can too each day in your credit union. You will learn how to apply the 3 stewardships of a Trust & Inspire leader by applying a practical and actionable framework that includes:
- Modeling: Who you are
- Trusting: How you lead
- Inspiring: Connect to why
Stephen brings with him decades of leadership experience as the former President & CEO of the Covey Leadership Center, founded by his late father and author of the seminal leadership book, 7 Habits of Highly Effective People. As head of the Covey Leader Center, Stephen M.R. Covey nearly doubled revenues, increased profits by 12 times, and boosted shareholder value by 67 times as the company grew to become the largest leadership development firm in the world.
A Harvard MBA, Stephen co-founded and currently leads FranklinCovey’s Global Speed of Trust Practice. He is a highly sought-after international speaker who has taught trust and leadership in 57 countries to business, government, military, education, healthcare, and NGO entities.
Today’s world of work and culture calls for a radical shift in the way we lead in the 21st century, and Stephen will show you how.
See what you missed in 2024…
Deep Dive Pre-Conference Workshops
Deep Dive Pre-Conference Workshop 1 – Financial Management: How to Decipher Your Financials Quickly & Confidently
Tim Harrington
CPA, President, TEAM Resources
One of the country’s leading experts on CU financial management, Tim Harrington, returns to help directors and C-suite level leaders better interpret the financial statements. It is more critical than ever for all CU leaders to understand the key metrics to help make better and more informed decisions.
Today’s economy is unlike what many have seen in recent history. Inflation continues to remain stubbornly high despite interest rates reaching a 20-year high … unemployment is at a 50-year low … talk of “recessionary pressures” continue to make headlines … the wealth gap is widening … and credit unions are under more pressure to lower costs while adding more services.
Join us in this deep-dive, plain-English workshop as Tim Harrington helps you decode your CU’s financials. You will learn:
- The 12 critical ratios that matter most so you can decode them in just seconds!
- Evaluation techniques to determine what each metric means to your CU.
- Real-world benchmarking data you can use to gauge your CU’s performance.
- 5 little-known, but very powerful metrics you can use to give your CU an edge.
TAKE HOME: Every attendee gets Tim Harrington’s Financial De-Coding Manual to take back to your CU to begin deciphering your CU’s most important financial figures.
Deep Dive Pre-Conference Workshop 2 – Governance: Best Practices for Directors & Senior Leadership to make a Quantum Leap for their Board & their CU
Jennie Boden
CEO, Quantum Governance
As credit unions evolve and adapt to a changing market, governance structures must also evolve. Yet, many boards and senior leadership continue to run with the same meeting structure, the same committees, and in the same way they have been for years.
Take a deep dive into how some of the country’s leading credit unions are changing their board governance structure to solve some of the most difficult facing organizations including:
- Striking a balance between strategic oversight with operational involvement to provide meaningful guidance without overstepping its role.
- Ensuring compliance with the latest regulatory requirements and fiduciary responsibilities.
- Succession planning in the boardroom and in the C-suite.
- Understanding how members’ wants & needs are changing in the market.
- Applying assessment and accountability standards at all levels of the organization – including the board.
Plus, learn first-hand how Hudson Valley CU overhauled its board governance structure and has become a model for attracting and retaining board members.
Deep Dive Pre-Conference Workshop 3 – Growth: Revolutionizing member experience by harnessing the power of AI and Data
Anne Legg
Founder, THRIVE Strategic Services
Troy Hall, Ph.D.
Founder, Cohesion Culture
Tired of not seeing growth in driving deeper member engagement? Curious but also concerned about emerging AI Tools? Unable to identify the frictions in the member experience journey to solve them? Wondering how to integrate member engagement objectives into your culture fully?
Join THRIVE Founder Anne Legg and Cohesion Culture Founder Dr. Troy Hall for a dynamic, hands-on, immersive learning experience. They will unpack the AI landscape to provide an overview of the AI tools and give you a blueprint to cultivate your culture for AI and data consumption. Working in small groups, you will apply these concepts to real-world scenarios and begin crafting an action plan tailored to your organization.