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Venue: Ballroom clear filter
Wednesday, April 23
 

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

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

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

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
 
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
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
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
Ballroom

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
Ballroom

12:30pm PDT

Networking 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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