CPEGoWest Credit Union Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.”

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October 14, 2025

Time
Location
Session Information
1 pm - 3 pm

OR Convention Center
C123-124

Securing the Future: Defending Credit Unions Against Cyber, Physical, Fraud, and AI-Driven Threats

This 2-hour masterclass will explore the most pressing threats facing credit unions today. Attendees will gain actionable strategies to strengthen defenses, foster cross-functional collaboration, and build a culture of security that protects members and preserves trust.

Session qualifies for CPE Credit.

Brian Hinze
President & CEO
NCU-ISAO
1 pm - 3 pm

OR Convention Center
B113-116

Finance, Regulation, and Digital Assets: What Every CU Leader Needs to Know for 2025 and Beyond

This 2-hour masterclass is designed for leaders at every level — emerging, executive, and board — who need actionable insights to navigate the complex intersection of finance, regulation, and technology in 2025.

Session qualifies for CPE Credit.

Amanda Wick
Founder & CEO
Association for Women In Cryptocurrency & Principal, Incite Consulting
1 pm - 3 pm

OR Convention Center
A105-106

Strategic Thinking at Every Level: Building a Culture of Forward-Looking Leadership

This interactive 2-hour masterclass, led by DDJ Myers, goes beyond theory to explore the practical practices that foster strategic acumen across your credit union, while also tying in the critical role of succession planning in sustaining that growth.

Session qualifies for CPE Credit.

Deedee Myers, Ph.D., MSC, PCC
Chief Executive Officer
DDJ Myers an ALM First Company

October 15, 2025

Time
Location
Session Information
11 am - 12 pm

OR Convention Center
A105-106

 

Leading Through Chaos: Shifting Management Styles for Stronger Results

This session explores five practical shifts to help managers lead through chaos to help create clarity, empathy, and confidence.

Session qualifies for CPE Credit.

Cynthia Campbell, MBA, MEd.
Founder
Soul Path Leadership
11 am - 12 pm

OR Convention Center
C123-124

Digital Transformation Through Conversations: Maximizing AI Impact for Credit Unions

This session moves beyond theory to showcase implementations that enhance rather than replace the human touch that differentiates credit unions.

Session qualifies for CPE Credit.

Ashish Garg
Founder & CEO
Eltropy
Saahil Kamath
VP, Product
Eltropy
11 am - 12 pm

OR Convention Center
C120-122

Regulator Dialogue (WA, ID, AZ, NCUA)

Financial regulation impacts all aspects of credit union operations. Hear from your state’s financial regulators about the changing regulatory landscape, examination trends, and insight into programmatic improvements that will streamline exams and improve communication.

Session qualifies for CPE Credit.

Amy Hunter
Director of Credit Unions
Washington State Department of Financial Institutions
Sarah Haley
Financial Institutions Examiner
AZ Department of Financial Institutions
Patti Perkins
Director
Idaho Department of Finance
11 am - 12 pm

OR Convention Center
B117-119

More Than a Logo: The Strategy Behind Branding

In a panel discussion during the session, credit union marketing leaders will share their credit unions’ journeys when rebranding, offering unique perspectives on what drives a successful transformation, how to align brand identity with evolving member needs, navigating internal buy-in and external rollout, and more.

Session qualifies for CPE Credit.

Brian Rohrbacher
President & CEO
Grand Altitude FCU
Alyssa Tallman
Senior Marketing Automation Specialist
Climb Credit Union
Tara Roether
AVP, Marketing
GoWest Credit Union Association
1:30 pm - 2:30 pm

OR Convention Center
C120-122

The AI-Powered Lender: Navigating the Next Era of Credit Decisions

The lending industry is undergoing a fundamental transformation. While improved underwriting and fraud solutions have streamlined front-end processes, lending intelligence powered by generative AI represents the next wave of innovation.

Session qualifies for CPE Credit.

Aaron Long
Head of Business Development
Zest AI
1:30 pm - 2:30 pm

OR Convention Center
C123-124

Fortifying Digital Payments in an Ever-Changing Ecosystem

This insightful session will delve into the rapidly evolving payments ecosystem and the crucial role of trust in today’s digital world.

Session qualifies for CPE Credit.

Samira Kalantari
Director of Product Management
Mastercard
1:30 pm - 2:30 pm

OR Convention Center
A105-106

Smart, Scalable, and Secure: AI’s Role in the Future of Credit Unions

Whether you’re exploring AI for the first time or refining your digital member experience, this session will offer insights to help you move forward confidently, with a focus on control, trust, and tangible results.

Session qualifies for CPE Credit.

Karan Kashyup
CEO and Co-Founder
Posh AI
1:30 pm - 2:30 pm

OR Convention Center
B117-119

Navigating the Current Economic & Market Environment

This session offers a timely and insightful look at the economic forces and financial market dynamics currently shaping the credit union operating environment.

Session qualifies for CPE Credit.

Jason Haley
Chief Investment Officer
ALM First
1:30 pm - 2:30 pm

OR Convention Center
B113-116

Legal Update: What's New, What's Next

Stay informed on the latest legal and regulatory developments impacting credit unions.

Session qualifies for CPE Credit.

Kelley Hodney
Attorney & Shareholder
FWW
Hal Scoggins
Attorney & Shareholder
FWW
1:30 pm - 2:30 pm

OR Convention Center
B110-112

Flipping the Script: Putting Financial Wellness at the Heart of Member Engagement

Flipping the script offers an opportunity to not only reimagine your financial education and community engagement efforts but also to turn passive members into passionate brand ambassadors and credit union advocates.

Session qualifies for CPE Credit.

Kerala Goodkin
Co-Owner, Director of Marketing & Impact
PixelSpoke
Dave Drouin
Co-Owner & President
PixelSpoke

October 16, 2025

Time
Location
Session Information
11 am - 12 pm

OR Convention Center
C123-124

Regulator Dialogue (CO, OR, NCUA)

Financial regulation impacts all aspects of credit union operations. Hear from your state’s financial regulators about the changing regulatory landscape, examination trends, and insight into programmatic improvements that will streamline exams and improve communication.

Session qualifies for CPE Credit.

Janet M. Powell
Chief of Regulation and Supervision, CU Program
Oregon Department of Consumer and Business Services
Mark Valente
Financial Services Commissioner
State of Colorado
Julie Cayse
Western Region Director
NCUA
11 am - 12 pm

OR Convention Center
B117-119

The Metrics That Matter: Financial Ratios for Strategic Credit Union Decisions

This session cuts through the noise to focus on 10 essential financial and ratio categories every credit union leader should understand, regardless of role, asset size, or market.

Session qualifies for CPE Credit.

Connie Miller
CEO
Credible Advantage