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Join credit union board of directors, board chairs, supervisory committee members, CEOs, senior management, committee members, branch managers & other credit union leaders from across the country for an exploration of today’s biggest challenges facing credit unions. Return to your credit union revitalized with fresh ideas & innovative solutions for taking your credit union to the next level.
Earn 10.8 CPE credits while attending this conference.
Conference Quick Links:
Registration & Hotel Information
Registration & Hotel Information
Conference Registration
Conference Registration
We offer an excellent educational return on your conference investment. Register early for greatest savings.
On or Before March 12, 2026: $1395
March 13, 2026 – April 9, 2026: $1445
April 10, 2025 and Beyond: $1495
Guest Program: $269
Guest Program
Guest Program
Our guest program enables your registered guest(s) to join you during the following conference events: ($269 additional per guest)
Thursday's Reception
Friday's Breakfast
Friday's Luncheon
Saturday’s Breakfast
Hotel Reservation
Hotel Reservation
Book your room online or call The Francis Marion Hotel at (843) 722-0600. Be sure to mention CU Conferences to receive rates starting at $329.
Rates are based on availability. If you are unable to book a room, call CU Conferences at 888-465-6010 for assistance. Please ask for Karen.
Ground Transportation*
Ground Transportation*
The Charleston International Airport (CHS) is approximately 23 minutes from The Royal Sonesta New Orleans.
■ Taxi ride is approximately $60 from the airport to the hotel
■ Uber and Lyft are also available
*Rates are only estimates
Weather
Weather
The weather in Charleston during the month of May is generally high 70s during the day to high 60s at night.
Sites to See
Sites to See
Located off the Ashely River, Charles Towne Landing is the historic site where English setters arrived in 1670 to what would become the birthplace of South Carolina. See a variety of animals at the on site zoo, including otters, bears bison, and more! There's even Charleston's only 17th replica sailing ship, the Adventure.
From sharks, to octopus, stingrays, flounder and more, the South Carolina Aquarium has a wide selection of wonderous animals to see. Open to the public in 2000, at the historic Charleston Harbor, the South Carolina Aquarium is home to many conservation efforts , and maintaining it's beautiful ecosystem within.
A popular location, known as Charleston's beach town, Folly Beach has all sorts of sites to see, such as live entertainment, restaurants, the beautiful beach itself, and even has festivals.
Speaker Information
Speaker Information
Speaker Information TBD, Stay Tuned!
Kevin Blair, President/CEO
NewGround
Larry Collet
Speaker/AI Expert/Consultant/Trainer
Bruce Hoogstraten, President
High Street Coaching
Sundeep Kapur, Founder
Digital Credence
Linda LaFortune,
Director of Learning & Client Support
CUInsight
Matt Mosich, President/Owner
The Mosich Group
Conference Agenda
Conference Agenda
Schedule subject to change. Registered guests are welcome during these (GP) credit union conference events.
Thursday, May 14, 2026
Thursday, May 14, 2026
11:30 a.m. - 1:00 p.m.
11:30 a.m. - 1:00 p.m.
Conference Registration
Conference Registration
1:00 p.m. - 1:15 p.m.
1:00 p.m. - 1:15 p.m.
Opening Remarks
Opening Remarks
1:15 – 2:15 p.m.
1:15 – 2:15 p.m.
What Does a Good Meeting Look Like?
What Does a Good Meeting Look Like?
Bruce Hoogstraten
President
High Street Coaching
Do you spend more time during your board meetings “in the weeds” on operational matters – or do you focus on big picture strategic & governance issues?
In this session you will learn some thoughts and best practices for:
Planning better Board meetings
Meeting format
Indicators of effective meetings
Strategic planning in board meetings
Metrics and scorecards
An annual board calendars.
2:15 – 2:25 p.m.
2:15 – 2:25 p.m.
Credit Union Compensation Philosophy Rewarding & Retaining Key Executives
Credit Union Compensation Philosophy Rewarding & Retaining Key Executives
Parc Street Group Representative
2:25 – 2:40 p.m.
2:25 – 2:40 p.m.
Networking and Refreshment Break
Networking and Refreshment Break
2:40 – 3:40 p.m.
2:40 – 3:40 p.m.
How Other Markets Influence Innovative Design
How Other Markets Influence Innovative Design
Kevin Blair
President & CEO
NewGround
Traditional branches are going extinct. Some financial institutions operate under the belief that physical retail branches are no longer needed at all, and that consumers are perfectly fine with utilizing digital technology to meet their banking needs. While traditional retail branches are no longer necessary for many modern consumers, innovative branches that embrace new ideas and philosophies from other markets entirely are experiencing heightened business growth. It ’s not about eliminating branches – it ’s about innovating them to adapt to modern consumers’ preferences and needs. To find the path forward, financial institutions must look at other markets entirely and evaluate what ’s thriving and why. Retailers like Starbucks, Panda Express, Blue Nile, and more are still dominating the market and drawing in new customers ever y single day. Evaluating the branding, storytelling techniques, and innovative marketing methods attracts and engages consumers. Understanding local culture, different demographics, and changing generational perspectives can also reflect the way a financial institution must adapt. There’s much to learn from the markets beyond financial, and only those institutions who are brave enough to learn from them will grow and succeed.
3:40 – 3:45 p.m.
3:40 – 3:45 p.m.
Daily Wrap-Up
Daily Wrap-Up
5:00 – 6:00 p.m. (GP)
5:00 – 6:00 p.m. (GP)
Welcome Reception
Welcome Reception
Join us for cocktails, light dining, and great conversation. Registered guests are welcome to attend.
CU Conferences is grateful for the support of its sponsor, PARC Street Group, and would like to thank them for sponsoring the reception. Be sure to visit with one of their representatives.
Friday, May 15, 2026
Friday, May 15, 2026
8:00 - 9:00 a.m. (GP)
8:00 - 9:00 a.m. (GP)
Breakfast
Breakfast
Join us for a hearty breakfast. Registered guests are welcome to attend.
9:00 – 9:15 a.m.
9:00 – 9:15 a.m.
Opening Remarks
Opening Remarks
9:15 – 10:15 a.m.
9:15 – 10:15 a.m.
How to Leverage AI to Stay Ahead of NCUA Regulations and Compliance
How to Leverage AI to Stay Ahead of NCUA Regulations and Compliance
Larry Collett
Speaker/AI Expert/Consultant/Trainer
Artificial Intelligence is no longer a futuristic concept, it’s here, and it’s transforming how credit unions manage compliance, risk, and operations. The question isn’t if AI will impact your credit union, but how you can use it to stay ahead of NCUA regulations and operate more efficiently.
Join Larry Collett, nationally recognized AI expert and speaker, for a clear, practical, and non-technical session designed specifically for credit union leaders. Larry will demystify AI and show how it can be your greatest ally in meeting compliance demands, from automating reports and monitoring risks to improving audit readiness and protecting member data.
You’ll learn how to:
Use AI tools to simplify compliance and reduce human error.
Spot potential risks early before they become regulatory issues.
Create prompts and workflows that make AI work for you — even if you’re new to the technology.
Build a culture of responsible, transparent AI adoption that aligns with NCUA expectations.
This session bridges innovation and practicality, helping you and your team move confidently into the future of compliance with real-world strategies, live examples, and a few simple AI techniques you can start using right away.
10:15 – 10:30 a.m.
10:15 – 10:30 a.m.
Networking and Refreshment Break
Networking and Refreshment Break
10:30 – 11:30 a.m.
10:30 – 11:30 a.m.
Leading Through Change: Practical Strategies for Board and Executive Agility
Leading Through Change: Practical Strategies for Board and Executive Agility
Linda LaFortune
Director of Learning & Client Support
CUInsight
In today’s rapidly evolving financial landscape, change is not only inevitable, but also essential for growth and sustainability. This session equips credit union board members and executive leaders with practical tools to navigate and lead through transformation with confidence and clarity.
Participants will explore the dynamics of organizational change, the human responses that accompany it, and the leadership mindset required to guide teams and institutions through uncertainty. Emphasis will be placed on aligning strategic decision-making, communication, and culture to foster adaptability and resilience at every level of the credit union.
Key Learning Outcomes:
Gain insight into the stages and dynamics of change within organizational and governance contexts.
Recognize and effectively address the varied reactions to change among teams and stakeholders.
Strengthen decision-making agility in response to both anticipated and unexpected change.
Apply proactive leadership strategies to guide and support others through transition.
Cultivate a board and executive culture that embraces innovation, trust, and resilience in times of change.
11:35 a.m. – 12:35 p.m.
11:35 a.m. – 12:35 p.m.
Topic TBD
Topic TBD
Sundeep Kapur
Founder
Digitial Credence
12:35 – 1:35 p.m. (GP)
12:35 – 1:35 p.m. (GP)
Group Luncheon
Group Luncheon
Join us for lunch. Registered guests are welcome to attend.
1:35 p.m. – 2:35 p.m.
1:35 p.m. – 2:35 p.m.
Topic TBD
Topic TBD
Sundeep Kapur
Founder
Digitial Credence
2:40 p.m. – 3:40 p.m.
2:40 p.m. – 3:40 p.m.
Your Board Succession – Do You Have a Plan?
Your Board Succession – Do You Have a Plan?
Bruce Hoogstraten
President
High Street Coaching
Will your board experience turnover in the next few years? Some boards never change, but a well-functioning and properly structured Board of Directors provides good governance and has never been more important.
In this session you will learn some thoughts and best practices for:
Session Highlights:
Board assessments and Evaluations.
Board Composition
Board Succession and Development
Associate Board Member Programs
Recruiting and Securing Productive Board Members
3:40 – 3:50 p.m.
3:40 – 3:50 p.m.
Daily Wrap-Up
Daily Wrap-Up
Saturday, May 16, 2026
Saturday, May 16, 2026
8:00 – 9:00 a.m. (GP)
8:00 – 9:00 a.m. (GP)
Breakfast
Breakfast
Join us for a hearty breakfast. Registered guests are welcome to attend.
9:00 – 9:15 a.m.
9:00 – 9:15 a.m.
Opening Remarks
Opening Remarks
9:15 – 10:15 a.m.
9:15 – 10:15 a.m.
Story as a Strategy
Story as a Strategy
Matt Mosich
President & Owner
The Mosich Group
10:15 – 10:30 a.m.
10:15 – 10:30 a.m.
Networking and Refreshment Break
Networking and Refreshment Break
10:30 – 11:30 a.m.
10:30 – 11:30 a.m.
Topic TBD
Topic TBD
Sundeep Kapur
Founder
Digital Credence
11:30 – 12:00 p.m.
11:30 – 12:00 p.m.
Daily Wrap-Up
Daily Wrap-Up
Take the Afternoon & Evening to Enjoy the Sites, Sounds & Flavors
of Charleston!
Take the Afternoon & Evening to Enjoy the Sites, Sounds & Flavors
of Charleston!
Sunday, May 17, 2026
Sunday, May 17, 2026
Travel Day - Have a Safe Trip Home!!
Travel Day - Have a Safe Trip Home!!
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