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 7, 2026

Time
Location
Session Information
1 pm - 1:50 pm

Gaylord Rockies in
Spruce 3-4

The AI Crisis You Won't See Coming

Whether it’s sensitive data ending up in the wrong tool, an AI-powered vendor making an unclear decision, an employee shortcut that becomes a privacy issue, or a board that realizes no one knows who owns the response. The risks are closer than many realize.
This session qualifies for CPE Credit.

Jen Anthony
Chief Advisory Officer
NetCov
1 pm - 3 pm

Gaylord Rockies in
Cottonwood 8-9

AI Governance in Practice: Real-World Approaches for Credit Union Leaders

Credit union technology leaders will share how they are approaching AI governance in real time. They will address what’s working, where they are still learning, and how they are balancing innovation with risk.
This session qualifies for CPE Credit.

Mark Rowan
Chief Technology Officer
Credit Union of Colorado
Caleb Cole
Enhanced Technology Program Manager
Wings Credit Union
Ben Maxim
Chief Technology Officer
MSU Federal Credit Union
1 pm - 3 pm

Gaylord Rockies in
Cottonwood 2-3

Leadership Starts With You: An Interactive Leadership Lab with Dr. Jeremy Graves

Join Dr. Jeremy Graves for an interactive leadership lab, discover how servant leadership, intentional influence, and everyday actions shape workplace culture and inspire trust, collaboration, and positive change.
This session qualifies for CPE Credit.

Dr. Jeremy Graves
Dean, School of Business & Innovation and Director, Center for Executive Leadership
Ohio Christian University
1 pm - 3 pm

Gaylord Rockies in
Maple 3-5

Getting Out of the Weeds: How to Ask Powerful Strategic Questions

Discover the transformative power of asking the right questions at the right time — and how boards and executives can use them to shape the future of their credit unions.
This session qualifies for CPE Credit.

Miranda V. Flury
President
Hawkeye Strategies Inc.

October 8, 2026

Time
Location
Session Information
11 am - 12 pm

Gaylord Rockies in
Cottonwood 6-7

Stablecoin: What Board Members Need to Know

Dr. Lamont Black provides a practical framework for evaluating stablecoin technology through the lens of credit union governance.
This session qualifies for CPE Credit.

Dr. Lamont Black
CEO
Wide Open Ventures
Angela Peat
Director, Product and Fulfilment
Wide Open Ventures
11 am - 12 pm

Gaylord Rockies in
Cottonwood 8-9

Regulator Dialogue (WA, OR, ID, 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.
This session qualifies for CPE Credit.

Amy B. Hunter
Director, Credit Unions
WA State Department of Financial Institutions
Janet M. Powell
Chief of Regulation and Supervision, CU Program
Oregon Department of Consumer and Business Services
Gabo Quintero
Financial Institutions Bureau Chief
Idaho Department of Finance (IDOF)
Julie Cayse
Regional Director
NCUA’s Western Region
11 am - 12 pm

Gaylord Rockies in
Spruce 3-4

People Helping People, Digitally: How the Intelligence Layer Will Transform Member Acquisition and Relationship Depth

As digital expectations continue to rise, credit unions have an opportunity to combine technology with their greatest strengths: trust, relationships, and a commitment to serving members.
This session qualifies for CPE Credit.

Craig McLaughlin
CEO
Finalytics.ai
11 am - 12 pm

Gaylord Rockies in
Maple 3-5

Emerging Trends and How to Build Effective Strategies for Your Credit Union

Drawing from TruStage’s recent Political, Economic, Social, Technology, and Industry analysis, explore the most significant trends impacting credit unions today and in the years ahead.
This session qualifies for CPE Credit.

Jason Gross
Chief Strategy Officer
TruStage
1:30 pm - 2:30 pm

Gaylord Rockies in
Cottonwood 8-9

Regulator Dialogue (AZ, CO, 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.
This session qualifies for CPE Credit.

Mark Valente
Financial Services Commissioner
State of Colorado
Julie Cayse
Regional Director
NCUA’s Western Region
Sarah Haley
Assistant Director of Financial Institutions
Department of Insurance & Financial Institutions
1:30 pm - 2:30 pm

Gaylord Rockies in
Cottonwood 4-5

Economic Outlook and Critical Issues Shaping Credit Union Performance

Take an in-depth look at the forces influencing the economy today, including employment trends, housing market dynamics, consumer spending patterns, credit demand, and the impacts of interest rate movements on lending, investments, and earnings.
This session qualifies for CPE Credit.

Steven Houle
VP, Asset Management & Compliance Officer
Catalyst
3 pm - 4:30 pm

Gaylord Rockies in
Cottonwood 8-9

Building What Outlives You: A Board Governance Roundtable

This session explores the ripple effect of board leadership through real stories from across the Credit Union Movement.
This session qualifies for CPE Credit.

Bo McDonald
Founder and President
your marketing co.
3 pm - 4:30 pm

Gaylord Rockies in
Cottonwood 4-5

Cross Functional & Peer Risk Oversight: Lessons from the Front Lines

This interactive panel and roundtable session will explore how credit unions are identifying, assessing, and managing both current and emerging risks while balancing innovation, compliance, and member value.
This session qualifies for CPE Credit.

Joseph Norris
Enterprise Risk management Executive
Desert Financial
Alisha Arnold
VP, Enterprise Risk Management
Westerra CU
David Curtis
Director, Compliance Services
GoWest Credit Union Association
3 pm - 4:30 pm

Gaylord Rockies in
Spruce 3-4

The Next Generation of Member Growth: What Gen Z & Millennials Want

This interactive session will explore how credit unions are successfully earning the trust, attention, and loyalty of younger consumers through innovative products and services and authentic engagement using “finfluencers” and social media.
This session qualifies for CPE Credit.

Kaeshier Fernandez
Community Manager
Filene Research Institute
Quinn Kinzer
Research Associate
Filene Research Institute

October 9, 2026

Time
Location
Session Information
11 am - 12 pm

Gaylord Rockies in
Cottonwood 6-7

Legal Update: Navigating What's Next (Session A)

Stay ahead of emerging legal risks, regulatory changes, and compliance challenges facing credit unions.
This session qualifies for CPE Credit.

Hal Scoggins
Attorney & Shareholder
FWW
Kelley Hodney
Attorney & Shareholder
FWW
Justin Whitesides
Attorney & Shareholder
FWW
11 am - 12 pm

Gaylord Rockies in
Cottonwood 4-5

Confidential, Candid, and Constructive: Raising the Quality of Boardroom Dialogue

During this session, participants will learn practical strategies for increasing engagement, asking more effective questions, and reinforcing the board and CEO roles that support healthy governance and long-term organizational success.
This session qualifies for CPE Credit.

Connie Miller
CEO
Credible Advantage
1:30 pm - 2:30 pm

Gaylord Rockies in
Cottonwood 6-7

Legal Update: Navigating What's Next (Session B)

Stay ahead of emerging legal risks, regulatory changes, and compliance challenges facing credit unions.
This session qualifies for CPE Credit.

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

Gaylord Rockies in
Cottonwood 8-9

The Stories We Tell: Building a Compelling Credit Union Narrative

Join GoWest and other Movement leaders for an engaging conversation about how the credit union narrative has evolved, what consumers think about credit unions today, and where our story needs to go next.
This session qualifies for CPE Credit.

Quinn Kinzer
Research Associate
Filene Research Institute
Elry Armaza
Chief of Staff
orsa credit union
Cassie Blake
VP of Strategic Communications
America's Credit Unions
Katy Wagnon
Chief Experience Officer
GoWest Credit Union Association
1:30 pm - 2:30 pm

Gaylord Rockies in
Spruce 3-4

Powering the Next Era of Payments and Member Relationships

Explore the trends transforming the payments landscape and what they mean for credit unions as member expectations evolve from convenience to intelligent, personalized experiences.
This session qualifies for CPE Credit.

Vladimir Jovanovic
VP of Innovation
Velera
1:30 pm - 3:30 pm

Gaylord Rockies in
Cottonwood 4-5

From Insight to Action: Leveraging ALICE Data for Greater Member Impact

Credit union leaders will share how ALICE (Asset Limited, Income Constrained, Employed) Reports can be used to better understand member needs, shape financial wellness strategies, guide product development, and strengthen community impact.
This session qualifies for CPE Credit.

Bree Shellito
Director of Financial Well-Being
Wings Credit Union
Rebecca Laurie
Director
Office of Financial Empowerment Colorado Department of Law’s Community Engagement Division
Nora Carpenter
Board Vice Chair & Retired CEO
GoWest Foundation | United Way of Treasure Valley