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Wednesday, April 23
 

7:15am PDT

8:00am PDT

Exhibitors Showcase - Cash Giveaways!
Wednesday April 23, 2025 8:00am - 8:30am PDT
Join our fast paced introductions of Exhibitors during the Exhibitor's Showcase with $50 Cash Drawing. 
Wednesday April 23, 2025 8:00am - 8:30am PDT

8:30am PDT

Opening Keynote: Ignite a Long-Term Relationship With Your Educators & Students
Wednesday April 23, 2025 8:30am - 9:45am PDT
National Author & Keynote Speaker Andy Masters opens our conference with research and best practices from his award winning book Kiss Your Customer. Andy will provide key insights from his experience, having presented to over 250 colleges across the U.S. and Canada, and as keynote speaker for many primary/secondary education conferences.

Andy will help us greater understand our current and potential education members, outlining both new challenges and opportunities. He will also illustrate how to foster a “positive service culture” with education SEGs; an opportunity for you to create a transformation in your credit union - from doing a job - to creating a bond with education administrators, staff, faculty, and students.

Learning Objectives:
Understand the growth phases of business and member relationships; how to transform your work from doing a job to creating a bond; learn what students and educators are challenged with today so you can identify how your credit union can connect and support each.



Speakers
avatar for Andy Masters

Andy Masters

Award Wining Speaker, Author, Entreprenuer
Andy Masters, MA, CSP is an award-winning author and international speaker who has presented over 1,000+ programs for 250,000+ attendees on Leadership/Workforce, Sales/CX, and personal development topics--including as keynote speaker for many financial industry events, and for over... Read More →

Wednesday April 23, 2025 8:30am - 9:45am PDT
Palace Tower / Promenade Level / Roman Ballroom

10:00am PDT

Every Member, Every Time: Serving, Growing & Generating Positive ROA
Wednesday April 23, 2025 10:00am - 11:00am PDT
We've invited John Felton, CEO of Southern Chautauqua FCU and Jim Casini, Community Development Officer back after rave reviews following their presentation in 2024 in Nashville.  During this session they will delve deeper into their strategic member process to capture opportunities to serve each individual member, beginning with signing the member and through the important 'honeymoon phase'.   John and Jim will share their proven tactics to develop a sincere trusted relationship with every member which grows with every interaction and touchpoint, both in person and in digital.   The importance of removing friction for members, the critical role of staff, and management fostering a unique culture found at this small but mighty credit union.

John will share their template for success on how ROA happens naturally at his credit union by striving to meet the needs of members and engaging staff... Every Member, Every Time!
   
Speakers
avatar for John Felton

John Felton

CEO, Southern Chautauqua FCU
John Felton is CEO of Southern Chautauqua FCU.  Located in western New York, the Credit Union is approaching $160 million in assets, serves 19,000 members and 80 staff members that operate 5 full-service branches and 4 high school, student-staffed branches.  John has been instrumental... Read More →
avatar for Jim Casini

Jim Casini

Community Impact Officer / Director, Southern Chautauqua FCU
Jim graduated from LeMoyne College in Syracuse, NY in 1980 and received a Bachelor of Science degree in Business Management.  After college, Jim began his career back in the family business in Olean, New York.  L’Alcove-Castle, Inc. was a corporation running numerous operations... Read More →

Wednesday April 23, 2025 10:00am - 11:00am PDT
Ballroom

10:00am PDT

How Internal Talent Mobility Creates Long-Term Leadership Excellence
Wednesday April 23, 2025 10:00am - 11:00am PDT
Creating internal talent mobility requires commitment of time, effort, resources, and oversight. Learn how your credit union can leverage internal talent mobility best practices to comply with upcoming NCUA updates around succession planning and more. In this session, we’ll discuss how to get your internal talent efforts to pay off with an engaged, adaptable, and loyal  workforce.


Speakers
avatar for Curtis Viggers

Curtis Viggers

Senior Executive Benefits Specialist, TruStage / CMG
Curtis is a registered representative of LPL Financial, offering products and services as part of the executive benefit plans at Cuna Mutual Group, a company that specializes in the design, implementation, financing and ongoing administrative support of supplemental executive benefit... Read More →

Wednesday April 23, 2025 10:00am - 11:00am PDT
Pompeian I

11:15am PDT

Economic Outlook: Trends, Risks & Opportunities for Credit Union Leaders
Wednesday April 23, 2025 11:15am - 12:15pm PDT
Join Curt Long, Head of Emerging Issues and Deputy Chief Economist at America's Credit Unions, for a comprehensive economic update as we approach 2025 and what looks like massive political shifts. This session will explore the latest economic trends, regulatory developments, and market dynamics that could impact the financial landscape this year and beyond. Gain valuable insights to guide your strategic planning, manage risk, and seize opportunities in a rapidly changing environment as Curt addresses:  
  • The Economic Outlook
  • Interest Rate Forecast
  • Credit Union Industry Trends
  • Data Driven Advocacy

Speakers
avatar for Curt Long

Curt Long

Head of Emerging Issues & Deputy Chief Economist, America's Credit Unions
Curt Long was named chief economist and vice president of research in July 2017 after having been director of research and chief economist since August 2014. In this role, he serves as the association's chief economic analyst, conducting economic and financial policy research and... Read More →

Wednesday April 23, 2025 11:15am - 12:15pm PDT
Ballroom

12:15pm PDT

CEO Private Lunch with ECUC Business Partners & Gold Sponsors
Wednesday April 23, 2025 12:15pm - 1:15pm PDT
Private Lunch reserved for CEOs with special invite to ECUC Business Partners and Gold Sponsors wishing to attend.  
Wednesday April 23, 2025 12:15pm - 1:15pm PDT
Pompeian II

12:15pm PDT

Networking Lunch for Professionals, Directors/Volunteers, Exhibitors & Spouse/Guests
Wednesday April 23, 2025 12:15pm - 1:15pm PDT
Network with your peers and visit exhibit booths over lunch.  Registered Guests are welcome to enjoy lunch in the ballroom.  
Wednesday April 23, 2025 12:15pm - 1:15pm PDT
Ballroom

1:30pm PDT

Bullet Proof Branding: An Essential Strategy for Education CUs in the Digital Age
Wednesday April 23, 2025 1:30pm - 2:30pm PDT
In an era where digital engagement defines member loyalty and shapes how potential members perceive you, your credit union’s brand isn’t just a logo—it’s your strongest competitive advantage. A well-executed brand strategy drives checking account growth, organic loan expansion, and membership acquisition, making it a fundamental pillar of long-term success.

This session unpacks the secrets to building a resilient, high-tech brand that not only attracts and retains members but also differentiates your institution in an increasingly crowded financial landscape. We’ll explore the intersection of brand identity, digital storytelling, and strategic positioning, with a focus on education-focused credit unions. More than just ideas, this session is about execution—you’ll walk away with clear strategies, practical implementation plans, and real-world tactics that you can put to work the moment you return to your credit union.

Speakers
avatar for Ancin Cooley

Ancin Cooley

Founder & Principal, Synergy Credit Union Consulting
Mr. Ancin Cooley, CIA, CISA, is the Founder and Principal of Synergy Credit Union Consulting, Inc. Synergy provides a suite of risk management services to financial institutions, which include loan reviews, information technology audits, internal audits, directors' exams, and regulatory... Read More →

Wednesday April 23, 2025 1:30pm - 2:30pm PDT
Ballroom

2:45pm PDT

The Current State of Private Student Loans in 2025
Wednesday April 23, 2025 2:45pm - 3:45pm PDT
The Current State of Private Student Loans - 2025
The private student loan market plays a critical, though comparatively smaller, role in U.S. higher education financing, complementing federal student aid. As of early 2025, the private student loan market is estimated at $146 billion, representing around 8% of the total student loan market.

This session will provide an insider view of the private student loan industry. We will explore the ripple effects of the following topics, which could reshape how private lenders operate, address capacity, market products, and manage credit access.
  1. Market Landscape
  2. Legislative Developments: CCRA
  3. Borrower Credit Profiles & Challenges
  4. Borrower Behavior
  5. Fraud & Risk: Synthetic Identity Fraud

(This session has been updated to provide attendees with the latest given the rapidly changing student lending industry.  Bill Ayers of College Ave will incorporate some of the key points outlined in the original session topic - retaining members after college and the importance of a strategic student loan program.  He will also be available at the College Ave Booth to discuss the topic deeper.) 
Speakers
avatar for Bill Ayers

Bill Ayers

Head of Campus Development, College Ave Student Loans
Bill AyersHead of Campus DevelopmentCollege Ave Student LoansMobile: 813.833.0599bayers@collegeave.com

Wednesday April 23, 2025 2:45pm - 3:45pm PDT
Pompeian I

2:45pm PDT

Successful Board Governance for Navigating the Future
Wednesday April 23, 2025 2:45pm - 3:45pm PDT
As the financial landscape evolves, so too must the role of credit union boards in ensuring organizational success. This session will delve into the best practices, strategies, and emerging trends in credit union board governance for 2025. Attendees will explore key topics such as:
  • The Evolution of Governance: Understanding the shifting responsibilities of board members in an increasingly complex regulatory and financial environment.
  • Serving Members & the Community: Understanding the credit union membership and their changing financial service needs; continually assessing how the credit union is fulfilling the mission of serving members and the community.
  • Risk Management and Oversight: The essential role of the board in overseeing risk management strategies in a world of digital transformation and cybersecurity challenges.
  • Board Development and Succession Planning: Strategies for nurturing the next generation of credit union leaders and ensuring board effectiveness through thoughtful succession planning.
  • Technology and Innovation: Embracing the role of technology in board operations, from virtual meetings to using data for decision-making.
This session will provide board members, executives, and governance professionals with practical tools, thought leadership, and actionable insights to optimize board effectiveness and drive credit union success in 2025 and beyond.
Speakers
avatar for Ancin Cooley

Ancin Cooley

Founder & Principal, Synergy Credit Union Consulting
Mr. Ancin Cooley, CIA, CISA, is the Founder and Principal of Synergy Credit Union Consulting, Inc. Synergy provides a suite of risk management services to financial institutions, which include loan reviews, information technology audits, internal audits, directors' exams, and regulatory... Read More →

Wednesday April 23, 2025 2:45pm - 3:45pm PDT
Ballroom

4:00pm PDT

Regulatory Update: Navigating Change and Insulating Your Credit Union from Uncertainty
Wednesday April 23, 2025 4:00pm - 5:00pm PDT
Regulation isn’t just a compliance issue—it’s a strategic challenge that affects every facet of your credit union’s future. As the regulatory landscape continues to shift, credit unions must not only adapt to new rules but also proactively insulate themselves from uncertainty.

This dynamic, peer-driven discussion will break down the latest updates from the NCUA, CFPB, and other key regulatory bodies, with a specific focus on succession planning, non-interest income, and emerging regulatory trends that are reshaping the industry. But this session goes beyond just reporting the latest changes—we’ll focus on practical solutions that empower you to navigate complexity, mitigate risk, and stay ahead of the fray. Walk away with actionable strategies to fortify your institution against the ever-changing regulatory winds.

Speakers
avatar for Ancin Cooley

Ancin Cooley

Founder & Principal, Synergy Credit Union Consulting
Mr. Ancin Cooley, CIA, CISA, is the Founder and Principal of Synergy Credit Union Consulting, Inc. Synergy provides a suite of risk management services to financial institutions, which include loan reviews, information technology audits, internal audits, directors' exams, and regulatory... Read More →

Wednesday April 23, 2025 4:00pm - 5:00pm PDT
Ballroom

5:15pm PDT

Happy Hour with Exhibitors ~ Cash Giveaways !!
Wednesday April 23, 2025 5:15pm - 6:30pm PDT
Wednesday April 23, 2025 5:15pm - 6:30pm PDT
Ballroom
 
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