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Wednesday, April 23
 

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

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

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

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
 
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