MAXX Agenda

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This year we have been working hard to gather the best of the best on industry-tailored topics you care about most. To ensure that MAXX is truly an experience for everyone in the credit union community, we will have over 70 speakers, 50+ content sessions, 120 booths at the Solutions Tradeshow, renowned keynotes, a CU4Kids charitable auction, the GoWest Awards Dinner and Gala, and tons of exciting new and interactive ways to engage with your peers throughout the six state GoWest region.


CPE Credits Are Available

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.”

 

Oct. 13 (DAY 1)
Oct. 14 (DAY 2)
Oct. 15 (DAY 3)
Oct. 16 (DAY 4)
CPE Credit Sessions

Oct. 13 (DAY 1)

Date/Time
Location
Session Information
Oct. 13th: 11am6pm

OR Convention Center
Holladay Foyer

Oct. 13th: 2pm4pm

Hyatt
Columbia 3

Regulatory Advisory Committee Meeting

Open to current committee members

Oct. 13th: 2pm4pm

Hyatt
Williamette 2

YP Leads Kick Off

This event is exclusively for YP Leads.

Oct. 13th: 4pm6pm

OR Convention Center
Marketplace (A/A1)

Oct. 13th: 6pm8pm

Spirit of 77
500 NE Martin Luther King Jr Blvd
Portland, OR 97232

Pints With Purpose

Hosted in collaboration with Portland Credit Unions and CU Communities, Pints with Purpose is a casual evening of connection and fun, all while raising funds for CU4Kids.

Oct. 14 (DAY 2)

Date/Time
Location
Session Information
Oct. 14th: 7:30am6pm

OR Convention Center
Holladay Foyer

Oct. 14th: 8:30am9:45am

OR Convention Center
Marketplace (A/A1)

Oct. 14th: 10am11:30am

OR Convention Center
Oregon Ballroom

Welcome to MAXX & GoWest Vision Speech
Troy Stang
President & CEO
GoWest Credit Union Association
Oct. 14th: 11:30am1pm

OR Convention Center
Marketplace (A/A1)

Oct. 14th: 1pm3pm

Hyatt
Deschutes Ballroom B

Oct. 14th: 1pm3pm

Hyatt
Deschutes Ballroom A

Oct. 14th: 1pm3pm

Hyatt
Willamette 4

Oct. 14th: 1pm3pm

Hyatt
Multnomah Room

Oregon Governmental Affairs Committee Meeting
Pam Leavitt
SVP, Regional Grassroots & Political Programs/Legislative Affairs OR
GoWest Credit Union Association
Oct. 14th: 1pm3pm

Hyatt
Deschutes Ballroom C

Washington Governmental Affairs Committee Meeting
Joe Adamack
SVP of Legislative Affairs
GoWest Credit Union Association
Oct. 14th: 1pm3pm

Hyatt
Willamette 6

Oct. 14th: 1pm3pm

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
Oct. 14th: 1pm3pm

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
Oct. 14th: 1pm3pm

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
Oct. 14th: 3:15pm3:30pm

OR Convention Center
Marketplace Foyer

Oct. 14th: 3:30pm4:30pm

OR Convention Center
Oregon Ballroom

KEYNOTE — The Economy 2025: Washington, Wall Street, and the World

Whether you’re shaping strategy, stewarding assets, or preparing your credit union for what’s next, this keynote offers timely insight from one of the most trusted voices in financial journalism.

Keynote

Ron Insana
Sr. Analyst & Commentator
CNBC
Oct. 14th: 4:30pm6:30pm

OR Convention Center
Marketplace (A/A1)

Oct. 14th: 7pm8pm

Metropolitan Tavern
1021 NE Grand Ave
Portland, OR 97232

YP Leads Rooftop Hour

Networking hour to connect with fellow YP Leads and engage with our program sponsors.
This event is exclusively for YP Leads.

Oct. 15 (DAY 3)

Date/Time
Location
Session Information
Oct. 15th: 7:30am4:30pm

OR Convention Center
Holladay Foyer

Oct. 15th: 8am9:15am

OR Convention Center
Marketplace (A/A1)

Oct. 15th: 9:30am10:45am

OR Convention Center
Oregon Ballroom

KEYNOTE — Break the Mold: Reinventing Member Service in the Credit Union Movement with Lisa Servon

Get ready to be challenged, inspired, and reenergized as Lisa shares practical insights and a compelling vision for credit unions ready to break the mold and lead the future of financial well-being.

Keynote

Lisa Servon
Presidential Professor of the City & Regional Planning Department
UPenn
Oct. 15th: 11am12pm

OR Convention Center
B110-112

Shifting Gears: Auto Lending and the Future of Member Financing

This session explores key trends including tariffs, embedded finance, EV lending, and outsourcing models, paired with fresh approaches to stay ahead.

Session qualifies for CPE Credit.

Dave Adams
SVP, Strategic Partnerships, Lender Solutions
Origence
Oct. 15th: 11am12pm

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
Oct. 15th: 11am12pm

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
Oct. 15th: 11am12pm

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
Oct. 15th: 11am12pm

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
David Jones
Chief Marketing Officer
WECU
Tara Roether
AVP, Marketing
GoWest Credit Union Association
Oct. 15th: 12pm1:30pm

OR Convention Center
Marketplace (A/A1)

Oct. 15th: 1:30pm2:30pm

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
Oct. 15th: 1:30pm2:30pm

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
Oct. 15th: 1:30pm2:30pm

OR Convention Center
C120-122

Lending 3.0: Generative AI and the Future of Lending Intelligence

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
Oct. 15th: 1:30pm2:30pm

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
Oct. 15th: 1:30pm2:30pm

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
Oct. 15th: 1:30pm2:30pm

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
Oct. 15th: 3pm4pm

OR Convention Center
A105-106

Innovative Engagement: Credit Unions Empowering Rural Communities

This engaging session will highlight innovative approaches and successful initiatives that have empowered rural communities.

Brian Rohrbacher
President & CEO
Grand Altitude FCU
Chad Olney
CEO
Pacific Crest FCU
Meagan Barrett
President & CEO
Northern Colorado Credit Union
Debbie Shephard
VP of Lending
Northern Colorado Credit Union
Oct. 15th: 3pm4:30pm

OR Convention Center
B117-119

Messaging with Meaning: Communicating Credit Union Impact with Clarity and Credibility

This roundtable will explore the pivotal moment we’re in, the reputational opportunity facing us, and how to elevate your messaging beyond headlines to focus on what truly sets credit unions apart — their member-first mission and measurable community impact.

Madlynn Schreibvogel
VP, Public Relations
GoWest Credit Union Association
Oct. 15th: 3pm4:30pm

OR Convention Center
C123-124

CEO Roundtable: Connection & Collaboration

Come ready to share your experiences, ask questions, and connect with others passionate about building inclusive, people-first workplaces across the credit union movement.

Troy Stang
President & CEO
GoWest Credit Union Association
Oct. 15th: 3pm4:30pm

OR Convention Center
B110-112

Succession Planning for Boards: A Roundtable on Continuity, Culture & Leadership Legacy

Whether you’re updating an existing plan or starting from scratch, this roundtable offers a collaborative space to ask questions, share boardroom experiences, and leave with practical ideas you can bring back to your governance table.

Don Jones
Founder
Invaluable People
Suzanne Van Amburgh, CCMP
Organizational Leadership & Change
Consultant
Oct. 15th: 3pm4:30pm

OR Convention Center
B113-116

Legal & Compliance Roundtable: From Risk to Readiness

This session is designed to foster open dialogue, provide real-time insights, and create space for peer-to-peer learning around the most pressing regulatory challenges facing our industry.

Hal Scoggins
Attorney & Shareholder
FWW
Kelley Hodney
Attorney & Shareholder
FWW
Oct. 15th: 3pm4:30pm

OR Convention Center
A107-109

Thriving Together: A Roundtable on Culture Committees and ERGs

Come ready to share your experiences, ask questions, and connect with others passionate about building inclusive, people-first workplaces across the credit union movement.

Khrystyn Lutz
Chief Risk Officer
Grand Altitude FCU
Jenn Wade
Chief Experience Officer
Copper State Credit Union
Oct. 15th: 6pm7pm

Hyatt
Regency Foyer

A Night of Wonder — 2025 CU4Kids Benefit Reception

Before the bidding begins at A Night of Wonder, join us for an exclusive pre-auction reception that sets the stage for an unforgettable evening.

Oct. 15th: 7pm9:30pm

Hyatt
Regency Ballroom

A Night of Wonder — 2025 CU4Kids Benefit Auction

Raise your paddle high as we bring the magic of the circus to life. Imagine an enchanting evening where carnival lights dance, ringmasters lead the show, and the spirit of giving takes center stage – all in support of the 11 Children’s Miracle Network Hospitals in the GoWest region!

Oct. 16 (DAY 4)

Date/Time
Location
Session Information
Oct. 16th: 7:30am12pm

OR Convention Center
Holladay Foyer

Oct. 16th: 7:30am8:45am

OR Convention Center
Oregon Ballroom Foyer

Oct. 16th: 7:30am8:45am

Hyatt
Multnomah Room

The Ripple Effect: A Networking Breakfast for CMS, GWLN, & CUDE Alumni

What if your smallest actions shaped the entire culture? In this TED Talk–style presentation, we’ll explore The Ripple Effect — a mindset rooted in awareness, intention, and everyday impact.

This is a separate ticketed item.

Cynthia Campbell, MBA, MEd.
Founder
Soul Path Leadership
Oct. 16th: 9am10:30am

OR Convention Center
Oregon Ballroom

KEYNOTE — From Pixar to Purpose: The Power of Storytelling with Matthew Luhn

Whether you’re leading a team, shaping your credit union’s voice, or looking to connect more deeply with your members, Matthew will deliver practical storytelling tools and creative insights that you can use immediately.

Keynote

Matthew Luhn
Storyteller | Author | Public Speaker
Oct. 16th: 10:30am11am

OR Convention Center
Holladay Foyer

Oct. 16th: 11am12pm

OR Convention Center
A107-109

Beyond the First Step: Evolving Youth Membership Strategies That Stick

This session, presented by WECU’s Chief Marketing Officer, offers a candid, real-time look at how one credit union is rethinking its youth strategy in response to Gen Z and Gen Alpha behaviors, shifting family dynamics, and evolving expectations.

David Jones
Chief Marketing Officer
WECU
Oct. 16th: 11am12pm

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
Oct. 16th: 11am12pm

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
Oct. 16th: 11am12pm

OR Convention Center
A105-106

Elevating Cybersecurity: Prioritize What Matters, Invest with Purpose

This session will delve into the ever-changing world of cybersecurity to help you understand the risks and where you should be investing.

Jon Allen
VP, Information Systems Security Officer
Catalyst
Oct. 16th: 12pm1pm

OR Convention Center
Oregon Ballroom Foyer

Oct. 16th: 12:15pm1:15pm

OR Convention Center
A107-109

Lunch & Learn: CDFI Connections and Conversations

Join fellow CDFI credit unions for a collaborative lunch focused on emerging opportunities, strategy shifts, community impact, and bold ideas.

Sharee Adkins
EVP & Chief Impact Officer
GoWest Credit Union Association
Oct. 16th: 1pm2pm

OR Convention Center
B113-116

Legislative Lens: Making Your Advocacy Matter

This engaging session brings you behind the scenes with a panel of elected officials who will share how advocacy shapes their decisions, what communication tactics resonate most, and why grassroots involvement is critical.

Jordan Beyer
AVP, Grassroots Engagement
GoWest Credit Union Association
Pam Leavitt
SVP, Regional Grassroots & Political Programs/Legislative Affairs OR
GoWest Credit Union Association
Joe Adamack
SVP of Legislative Affairs
GoWest Credit Union Association
Oct. 16th: 1pm2pm

OR Convention Center
C120-122

Inclusion in Action: How INCIGHT and OnPoint are Building Impact Through Partnership

In this session, hear from leaders at OnPoint and INCIGHT as they share the story of their collaborative partnership, the evolution of OnPoint’s community workshop series, and how INCIGHT’s engagement has sparked awareness, innovation, and inclusive action across the organization.

Scott Hatley
Co-founder & Executive Director
INCIGHT
Kaysha Duffy
Director of Inclusion & Community Impact
OnPoint Community Credit Union
Natalia Schmidt
Inclusion and Impact Specialist
OnPoint Community Credit Union
Oct. 16th: 1pm3:30pm

OR Convention Center
C123-124

From Connection to Impact: Building a Stronger Future for Hispanic Communities

Join an inspiring session exploring how the Juntos Avanzamos Pacific Northwest Chapter is transforming meaningful connections into powerful collective action.

Mary Navarrete
Director of Community Impact
Point West Credit Union
Erica Flores
Branch Manager
Rivermark Community Credit Union
Elizabeth Escobar
Chief Business & Lending Officer
Express Credit Union
Oct. 16th: 1pm3:30pm

OR Convention Center
A105-106

Small Credit Union Roundtable

During the workshop, participants will explore how to identify key roles, align succession with strategic goals, and create meaningful development plans for employees at all levels.

Corlinda Wooden
President
Wooden Consulting, LLC
Paige Beffort
Manager, Credit Union Development
GoWest Credit Union Association
Oct. 16th: 3:45pm5pm

Hyatt
Regency Foyer

Oct. 16th: 5:30pm6pm

Hyatt
Regency Foyer

Oct. 16th: 6pm9pm

Hyatt
Regency Ballroom

GoWest Awards Dinner & Gala

GoWest Credit Union Association is proud to celebrate the professionals, volunteers, and credit unions that have made outstanding contributions to the development and growth of the Credit Union Movement. 

CPE Credit Sessions

Date/Time
Location
Session Information
Oct. 14th: 1pm3pm

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
Oct. 14th: 1pm3pm

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
Oct. 14th: 1pm3pm

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
Oct. 15th: 11am12pm

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
Oct. 15th: 11am12pm

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
Oct. 15th: 11am12pm

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
Oct. 15th: 11am12pm

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
David Jones
Chief Marketing Officer
WECU
Tara Roether
AVP, Marketing
GoWest Credit Union Association
Oct. 15th: 1:30pm2:30pm

OR Convention Center
C120-122

Lending 3.0: Generative AI and the Future of Lending Intelligence

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
Oct. 15th: 1:30pm2:30pm

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
Oct. 15th: 1:30pm2:30pm

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
Oct. 15th: 1:30pm2:30pm

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
Oct. 15th: 1:30pm2:30pm

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
Oct. 15th: 1:30pm2:30pm

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
Oct. 16th: 11am12pm

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
Oct. 16th: 11am12pm

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