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3:00pm PDT
8:30am PDT
1:00pm PDT
2:00pm PDT
2:00pm PDT
Unveiling Common Audit and Regulatory Findings: Insights and Best Practices of Effective Governance (Director's Track)
Tuesday April 22, 2025 2:00pm - 3:00pm PDT
Speakers
CPA, Doeren Mayhew
Justin Glazman is a Shareholder at Doeren Mayhew in the firm’s
Financial Institutions Group.More than 18 years of experience in auditing credit unions and credit union service organizations (CUSOs) drives his ability to assist clients with their risk-based assurance needs. Well abreast of every aspect of completing successful audit, Supervisory Committee audit and agreed...
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CPA, Doeren Mayhew
Jeanine LaBarbera is a Shareholder in Doeren Mayhew’s Financial Institutions Group focused on serving credit unions and credit union service organizations. Drawing on more than 13 years of experience, she oversees and executes a variety of simple to complex audit engagements for...
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Tuesday April 22, 2025 2:00pm - 3:00pm
PDT
Pompeian I
3:15pm PDT
Campus Strategy: Discover Niche Markets & Alliances within Your University, College & High School
Tuesday April 22, 2025 3:15pm - 4:15pm PDT
Speakers
Business Development VP, iGrad
Donna MillerBusiness Development Vice President Donna has been an integral part of iGrad since its inception in January 2009. Often seen as the face of the company, she dedicates her time to sharing iGrad's inspiring and ever-evolving story of financial wellness which she believes...
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Student Athlete Engagement Officer, iGrad
During the COVID lockdowns of 2020 and 2021, 26-year-old author, podcaster, and public speaker, Hassan Thomas, managed to transform an injury-riddled senior year of college football into becoming a top advocate for youth financial wellness.In just a few short years, Hassan has delivered...
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VP of Community Engagement, USF Federal Credit Union
Juli Lewis, VP of Community EngagementCMPFinCap, CCUFC,CUDE, CCUE Passionate Credit Union Advocate | Financial Educator | Community Builder 💡With a deep-rooted passion for the credit union movement, I thrive on helping financial institutions grow, innovate, and make a lasting impact...
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3:15pm PDT
Distilling BSA: Mobsters, Money Laundering, and Combating Fraud (Director's Track)
Tuesday April 22, 2025 3:15pm - 4:15pm PDT
Speakers
Richards & Associates
Erin is the third generation of her family to serve credit unions at Richards & Associates, CPAs. Her career with the firm began at 15, when she worked part-time to save for her first car, and she continued working there throughout college. Erin holds a Bachelor's degree in Sociology/Administrative...
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Tuesday April 22, 2025 3:15pm - 4:15pm
PDT
Pompeian I
6:30pm PDT
7:15am PDT
8:00am PDT
8:30am PDT
Opening Keynote: Ignite a Long-Term Relationship With Your Educators & Students
Wednesday April 23, 2025 8:30am - 9:45am PDT
Speakers
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...
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10:00am PDT
Every Member, Every Time: Serving, Growing & Generating Positive ROA
Wednesday April 23, 2025 10:00am - 11:00am PDT
Speakers
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...
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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...
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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
Speakers
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...
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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
Speakers
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...
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Wednesday April 23, 2025 11:15am - 12:15pm
PDT
Ballroom
12:15pm PDT
12:15pm PDT
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
Speakers
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...
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Wednesday April 23, 2025 1:30pm - 2:30pm
PDT
Ballroom
2:45pm PDT
2:45pm PDT
Successful Board Governance for Navigating the Future
Wednesday April 23, 2025 2:45pm - 3:45pm PDT
Speakers
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...
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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
Speakers
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...
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Wednesday April 23, 2025 4:00pm - 5:00pm
PDT
Ballroom
5:00pm PDT
7:30am PDT
8:30am PDT
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
Speakers
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...
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Thursday April 24, 2025 9:00am - 10:00am
PDT
Ballroom
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
Speakers
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...
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Thursday April 24, 2025 10:15am - 11:15am
PDT
Ballroom
10:15am PDT
Navigating the Interest Rate Cycle: Strategies for Economic Transition
Thursday April 24, 2025 10:15am - 11:15am PDT
Speakers
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...
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Thursday April 24, 2025 10:15am - 11:15am
PDT
Pompeian I
11:30am PDT
The State of the Consumer's Wallet
Thursday April 24, 2025 11:30am - 12:30pm PDT
Speakers
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...
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Thursday April 24, 2025 11:30am - 12:30pm
PDT
Ballroom
12:30pm PDT
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
Speakers
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...
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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
Speakers
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...
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Thursday April 24, 2025 3:00pm - 4:15pm
PDT
Ballroom
4:15pm PDT