Conference Registration

Opening Remarks

Topic TBD

Tom Glatt, Jr.
Principal/Strategy Consultatn
Glatt Consulting Group, Inc.

Networking and Refreshment Break

Competing in a Sea of Technology Disruption

Suha Beidas Zehl
Founder & CEO
Z Technology Solutions

Digital transformation is no longer optional. In this session, we’ll explore how financial services leaders can intersect technology and innovation to create real competitive advantage. We’ll unpack the trends reshaping today’s landscape, focusing on human and artificial intelligence, and what it truly means to become digital by design, modernize infrastructure, activate data as a strategic asset, and stay relentlessly member-centered. 

You’ll leave with a pragmatic leadership blueprint for driving transformation without the chaos. This includes assessment frameworks to benchmark readiness, prioritization strategies to focus on the highest-impact initiatives, partnership approaches that reduce risk and accelerate adoption, and practical change management methods that turn new tools into habits that stick. We’ll cover adoption levers, from stakeholder alignment and communication cadence, to training, enablement, and accountability, so your organization can move from pilot projects to measurable outcomes. This session delivers actionable perspective for leaders who want to move forward with clarity and confidence, because in today’s environment, the greatest risk is maintaining the status quo. 

Daily Wrap Up

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 co-sponsoring the reception. 

Breakfast

Join us for a hearty breakfast. Registered guests are welcome to attend.

Introduction

Topic and Presenter TBD

Networking and Refreshment Break

Leveraging Member Data for Targeted Marketing

Cori Rodriguez
Director
Tucson FCU

Credit unions sit on a goldmine of member data. When used responsibly, this information can flip the member experience from a series of transactions into a lifelong partnership. This session gives you a strategic roadmap for running a data-driven outreach program that works. We'll look past the usual marking "noise" to show how combining your core banking data with digital behavior and credit insights allows you to step up as a proactive financial advocate for your members. 

Key Takeaways

• Connecting the Dots: How we securely bring together core, digital, and external data to build a complete, 360-degree view of our members. 

• Mission-Driven Outreach: Moving from "selling" to "serving" through high-impact applications, like rescuing members from predatory loans or recognizing major life milestones.

• The Board's Role: Defining your oversight in governance, ensuring our data practices stay ethical, secure, and true to our values. 

• Redefining Success: Shifting the focus from sales quotas to "Member Benefit" metrics that prove we are building real trust and engagement.

Understanding Fintech's Us of AI and How You Can Easily Us It - Part I

Peter Fugaro, CMB
President
Prymak, LLC

Artificial intelligence and machine learning have become some of the most talked-about topics in financial services. But what exactly is AI? How are fintech companies using it to improve credit union operations? What guidance are regulators providing? And how can leaders safely and effectively take advantage of these emerging capabilities? This session will cut through the buzzwords and explain AI in practical, business-friendly terms.

We’ll explore what AI is — and what it is not — while sharing real-world examples of how credit unions and fintech platforms are applying AI to enhance efficiency, member experience, risk management, and decision-making. We’ll also discuss why boards and executives need to begin establishing governance, policy, and oversight frameworks to ensure responsible use of AI across their organizations.

Finally, attendees will receive a brief, hands-on introduction to everyday AI tools such as Copilot, Gemini, and ChatGPT, with simple examples showing how these platforms can improve productivity in day-to-day life.

Group Luncheon

Join us for lunch. Registered guests are welcome to attend.

Understanding Fintech's Us of AI and How You Can Easily Us It - Part I

Peter Fugaro, CMB
President
Prymak, LLC

Join Peter after lunch for the continuation of his presentation and receive a brief, hands-on introduction to everyday AI tools such as Copilot, Gemini, and ChatGPT, with simple examples showing how these platforms can improve productivity in day-to-day life.

Strategies to Attract and Retain Millennials/Gen Zs: The Next Generation of Revenue

Celeste Cook
CEO &  Founder
cuStrategies, LLC

In a fast-paced, competitive industry, what can credit unions do to capture their share of the Millennial and Gen Z markets—the next generation of credit union revenue?

Credit union leaders must become more innovative to remain relevant and attract more Millennials and Gen Z—the future sources of revenue!

In a rapidly changing, competitive market, credit unions need to thoroughly understand what Millennials and Gen Z truly value and need, and engage with them in meaningful ways. Explore key strategies designed to help credit unions successfully attract and retain more Millennials and Gen Z in today’s evolving environment.

Session Highlights:

• Understand why Millennials and Gen Z are vital to your credit unions’ long-term sustainability

• Explore ways to increase your relevance to Millennials and Gen Zs

• Determine the best approach to attract Millennials and Gen Zs, and what it takes to retain them

• Identify strategies to collaborate with Millennials and Gen Z to support them through their financial stages in life.

• Explore essential strategies to create a sustainable future with Millennials and Gen Z

Daily Wrap-Up

Breakfast

Join us for a hearty breakfast. Registered guests are welcome to attend.

Opening Remarks

Turning Challenges into Opportunities in Today's Economy

Celeste Cook
CEO &  Founder
cuStrategies, LLC

Credit union leaders must identify barriers to growth and be adaptable to develop innovative strategies to continually increase revenue, loan growth, and membership growth and retention in today’s economy.

As credit union leaders, we need to constantly assess our successes, identify areas for improvement, and find new approaches to promote healthy growth and financial stability. Explore strategies to overcome barriers to growth and proactive, innovative actions that can turn obstacles into opportunities to increase revenue, loan growth, membership, and retention.

Session Highlights:

• Explore the barriers to growth and retention in today’s economy

• Learn how to lead change effectively in a constantly changing environment

• Understand your culture's dynamics and how they influence growth

• Learn how to effectively balance the human element with the power of AI and digital technology

• Explore what you can do differently to add value for your members and businesses in your communities to attract new members/new money

Networking and Refreshment Break

The Changing Landscape of Mortgage Banking

Peter Fugaro, CMB
President
Prymak, LLC
                                    

The mortgage market has shifted dramatically in just a few short years. Mortgage rates that were under 3% in 2021 climbed above 6%, increasing monthly payments by more than 50% and making it significantly harder for members to qualify for home financing. At the same time, housing inventory remains constrained and home prices continue to rise in most markets, further eroding affordability for the average consumer.

In this session, we’ll examine the latest economic data shaping housing finance and review industry forecasts for the months ahead. We’ll discuss pending regulatory and policy changes that will influence mortgage lending strategies.

Finally, we’ll explore the critical role of credit union board members in guiding mortgage strategy through this evolving landscape - from risk oversight and policy setting to technology and member experience priorities.

Daily Wrap-Up