Archives
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
Innovative Engagement: Credit Unions Empowering Rural Communities
This engaging session will highlight innovative approaches and successful initiatives that have empowered rural communities.
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.
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.
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.
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.