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Come to Vegas to Share and Hear Best Practices of Education-Focused Credit Unions
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Thursday, April 24
 

7:30am PDT

Breakfast with Exhibitors
Thursday April 24, 2025 7:30am - 8:15am PDT
Thursday April 24, 2025 7:30am - 8:15am PDT
Ballroom

8:30am PDT

ECUC Annual Meeting
Thursday April 24, 2025 8:30am - 9:00am PDT
Thursday April 24, 2025 8:30am - 9:00am PDT
Ballroom

9:00am PDT

Align or Decline: 5 Consumer Trends Your Education CU Can't Afford to Ignore
Thursday April 24, 2025 9:00am - 10:00am PDT
Consumers are changing the game, and credit unions need to keep up to stay relevant! Join us as we unpack five big trends reshaping what members expect—from homeownership and side hustles to financial freedom. Discover how aligning with these trends can boost member loyalty, attract new audiences, and future-proof your credit union. Get ready to spark fresh ideas and strategies because it’s time to align—or risk falling behind!"
Speakers
avatar for Bernadette Joy

Bernadette Joy

Money Expert, Entrepreneur, Speaker Author, CRUSH Your Money Goals
As the eighth child in her father’s brood of nine and a first-gen Filipina-American, Bernadette understands those who feel like they missed the money memo.She’s also the CEO of Crush Your Money Goals®, a personal finance training company serving up education with a side of pizzazz... Read More →
Thursday April 24, 2025 9:00am - 10:00am PDT

10:15am PDT

CRUSH Your Marketing Goals: How to Attract More Members to Your Financial Programs
Thursday April 24, 2025 10:15am - 11:15am PDT
Get ready to transform your financial education approach! In this electrifying talk, unveil the ultimate blueprint to following the latest trends in financial education that will help you engage and educate your audience that will move them from scrollers to loyal community members. I'll share the 5 steps that helped me build a following of thousands of followers and secure partnerships with thought leaders such as Forbes, CNBC and CNET. 
Speakers
avatar for Bernadette Joy

Bernadette Joy

Money Expert, Entrepreneur, Speaker Author, CRUSH Your Money Goals
As the eighth child in her father’s brood of nine and a first-gen Filipina-American, Bernadette understands those who feel like they missed the money memo.She’s also the CEO of Crush Your Money Goals®, a personal finance training company serving up education with a side of pizzazz... Read More →
Thursday April 24, 2025 10:15am - 11:15am PDT

10:15am PDT

Navigating the Interest Rate Cycle: Strategies for Economic Transition
Thursday April 24, 2025 10:15am - 11:15am PDT
Join this discussion of the current economic and interest rate environment with Bryan Bell as he introduces the concept of Interest-Rate Perspective and how it can be utilized to identify potential periods of transition in the Interest Rate Cycle. He will take a detailed look at the pros and cons of what is believed to be the most appropriate investment strategies, and how these strategies might perform in these changing economic conditions. Attendees will be provided with valuable insight into the impact of changing interest rates on investment decisions, earnings, risk position and liquidity.
  • Economic Overview and a look at the current/projected interest rate environment
  • Introduction to the concept of Interest-Rate Perspective
  • Pros and Cons of investment strategies to consider
  •  How these strategies/securities can be complimentary or additive to the CU and their income
  • Knowledge of how changes in interest rates can and should impact their decision making process


Speakers
avatar for Bryan Bell

Bryan Bell

Credit Union Investment Strategy Group
Bryan is an Associate Director for the Credit Union Investment Strategy Group of Oppenheimer & Co. Inc. (“Oppenheimer”) in the East Lansing, MI office. The group of fixed-income professionals provides comprehensive investment strategies to help credit unions nationally meet their... Read More →
Thursday April 24, 2025 10:15am - 11:15am PDT

11:30am PDT

The State of the Consumer's Wallet
Thursday April 24, 2025 11:30am - 12:30pm PDT
Consumer credit has seen tremendous upheaval in the aftermath of the pandemic, with many traditional trends and norms seemingly altered or even reversed. A growing number of consumers are struggling, but many resilient borrowers can be found in surprising places using the right insights. Lenders trying to understand current market conditions and plan for the future no longer have the luxury of looking at just their own portfolios, or at single lines of business for insights.

To compete and grow while maintaining profitability, lenders must have a perspective of the entire consumer credit market – an industry point of view – to identify both risks and opportunities. In this session, credit industry expert Charlie Wise from TransUnion will share an overview of key market trends and provide an in-depth look at the consumer wallet, to provide critical strategic insights and separate facts from myths around the health of the US consumer.

This session provides a unique look at the economy with valuable insights for directors, CEOs, lenders. marketers and financial educators at your credit union.
Speakers
avatar for Charlie Wise

Charlie Wise

SVP Global Research & Consulting, Trans Union
Charlie WiseSenior Vice President, Research and ConsultingTransUnionCharlie Wise is responsible for leading financial services research, economic and industry analysis, and thought leadership across TransUnion’s global organization spanning five continents. His research and perspectives... Read More →
Thursday April 24, 2025 11:30am - 12:30pm PDT

12:30pm PDT

Reality Fair Lunch
Thursday April 24, 2025 12:30pm - 1:30pm PDT
Thursday April 24, 2025 12:30pm - 1:30pm PDT
Ballroom

1:45pm PDT

Keeping it Human: Technology, Trust and AI's Impact on Our Member-Centric Mission
Thursday April 24, 2025 1:45pm - 3:00pm PDT
More Q&A than Presentation... In this session tech, financial services and credit union expert Samantha Paxson opens up the floor to hear what education-focused credit union leaders are asking, and to give her best insight on how your credit union can successfully embrace tech while keeping it human.

Founded, designed, and nurtured by Paxson, for over 16 years CO-OP THINK has served as the premier thought leadership and growth strategy platform bringing relevant change to the credit union industry. A true human-centered market shaper, Paxson brings this same fire, vision, and influence from THINK and her deep C-suite experience to all businesses that she touches. From uncovering and activating new growth opportunities for fintechs and community-focused FIs to leading and consulting a variety of non-profit boards and advisories.

In this session Paxson will discuss...
- How AI can be integrated into credit unions while maintaining trust and transparency with member
- Strategies for using AI to tailor services and improve member satisfaction
- Emerging AI technologies and their potential to revolutionize member engagement strategies
Speakers
avatar for Sam Paxson

Sam Paxson

Fintech Growth Strategist
Samantha Paxson is a Fintech growth strategist with over two decades of C-suite experience. She founded Power & Light Collaborative, aiding community-focused financial institutions and Fintechs in pinpointing strategic areas for growth, prioritizing consumer focus, and optimizing... Read More →
Thursday April 24, 2025 1:45pm - 3:00pm PDT
Ballroom

3:00pm PDT

Roll the Dice Works in Vegas, But Not a Communication Strategy for Effective Leaders
Thursday April 24, 2025 3:00pm - 4:15pm PDT
Sharpen your communication skills in just 90 minutes during our last session in Vegas, filled with audience engagement,  interaction and laughs.  

Through a series of interactive challenges, learn to: Ditch filler words and weak phrases. Learn the top culprits and how to purge them. Harness confident body language and read what other people are “saying.” Listen to retain. Take the temperature of your tone.

The ROI is smoother communication, relationships strengthened, misunderstandings prevented, deals closed and a stronger perception of confidence shaped.

What Happens in Vegas...take these skills home !
Speakers
avatar for Keith Scott & Rebecca Klein

Keith Scott & Rebecca Klein

Co-CEOs, TALLsmall Productions
Rebecca Klein & Keith Scott  TALLsmall Productions, LLCEveryone deserves to make their voice heard. Baltimore based communication and executive coaches, Keith Scott and Rebecca Klein Scott, co-founded TALLsmall Productions with the mission of helping people communicate in a clear... Read More →
Thursday April 24, 2025 3:00pm - 4:15pm PDT
Ballroom

4:15pm PDT

Conference Closing & Exhibitor Prizes
Thursday April 24, 2025 4:15pm - 4:45pm PDT
Thursday April 24, 2025 4:15pm - 4:45pm PDT
Ballroom
 
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