12:00 p.m.

Registration & Lunch

1:00 p.m.

Welcome & Opening Remarks

1:30 p.m.

Current Event Topics for Mid-Sized Credit Unions

Scott Simpson, President & CEO, America’s Credit Unions

Mid-sized credit unions face a variety of legislative, regulatory, and operational hurdles. America’s Credit Unions President and CEO Scott Simpson will walk through those challenges, how America’s Credit Unions is working for mid-sized credit unions, and what opportunities lay ahead. Simpson will also provide a look at the upcoming midterm elections and how they could impact credit unions.

Keynote Speaker Sponsored by:

2:30 p.m.

Vendor Break

Take time to mingle with the vendors and see what's new this year. Enjoy snacks and lightrefreshments.

2:45 p.m.

Fraud Hot Topics Presented by TruStage

Dave Brown, Account Executive, TruStage
John Engels, Account Executive, TruStage

Dive into one of the most pressing challenges credit unions face: fraud. Learn about the latest tactics fraudsters are using and how to stay one step ahead.

3:45 p.m.

Roundtable: Fraud and Risk Mitigation

This will be an open-forum discussion. You have an opportunity to submit a question for yourpeers during registration, so be sure to let us know what you would like to discuss!

4:45 p.m.

Education Concludes

5:30 p.m.

CEO Dinner

Goggin Ice Center (610 South Oak Street, Oxford, OH 45056) Gather for dinner, drinks, and networking. All are invited to join.Transportation to be provided.

Dinner Sponsored by:

Fiserv.com

Bar Sponsored by:

stultzstephan.com

7:30 p.m.

Uptown Pub Crawl (optional)

8:00 a.m.

Breakfast

9:00 a.m.

Welcome

9:15 a.m.

AI Governance for Credit Unions: Internal Controls and Third-Party Oversight

AJ Schalk, AVP-AuditLink, CU*Answers
Logan Hayward, Team Lead for IT Compliance Consulting, CU*Answers

The first half of this presentation will help credit unions understand the risks associated with internal artificial intelligence (AI) use, especially where PII is involved. It will also cover best practices for protecting data that is used within AI tools and the procedural/financial challenges associated with implementing those tools. Attendees will leave with a better understanding of what auditors and examiners are looking for regarding AI use and governance, along with some ways to safely/strategically implement AI at their organization. The second half will provide an overview of third-party risk management for credit unions that use or engage vendors utilizing AI. It will address expectations for conducting risk assessments and due diligence before engaging AI-related third parties, as well as the importance of ongoing monitoring and governance throughout the relationship.

10:15 a.m.

Vendor Break

Take time to mingle with the vendors and see what's new this year.

10:30 a.m.

Mission, Membership, Math: The Three M’s That Drive Successful Credit Unions

JD Pisula, CEO, Accolade Advisory

Credit unions often struggle to balance the impact of their mission with their financial performance because they’re treated as separate conversations instead of a continuous framework. Mission gives the credit union a goal. Membership (or market) give the goal a setting. And math determines what balance sheet tactics can be deployed to sustain the goal. Performance data can be used to validate the mission and membership choices or prompt an honest reassessment. Build on real credit union stories, this session explores what happens when the interplay of mission, membership, and math breaks down, and what it looks like when it holds true.

Drawing on Accolade’s mission-focused work advising credit union management on balance sheet strategy, loan pricing, and investments, this talk will balance rigor and accessibility, colored by real data and methodologies. CEOs will leave with a practical framework to test their own loop of Mission, Membership, and Math that will likely spark compelling conversations at the next board meeting.

11:30 a.m.

Lunch

Sponsored by:

accoladeadvisory.com

12:45 p.m.

Navigating Benefit Plan Investments and Internal Controls in Today’s Credit Union Environment

Scott Runyan, CPA, Partner, Financial Services, GBQ
Mike Jones, CPA, Partner Financial Services, GBQ

Accounting for investments to fund benefit plans is currently a hot topic in the credit union industry. Benefit companies have changed their offerings over the past year or so and with these changes comes specific ways we have to account for the investments. Small & medium-sized credit unions consistently face the challenge of having good segregation of duties & other internal controls to reduce the opportunity for fraud & improper financial reporting. GBQ’s partners Scott Runyan and Mike Jones will present on these topics and also be available for the CEOs to address questions they struggle with every day.

1:45 p.m.

Stablecoins and Credit Unions: Understanding the Opportunities, Risks, and Strategic Implications

Dr. Sean Stein Smith, Associate Professor, Lehman College

Stablecoins are rapidly moving from the margins of the digital asset ecosystem into mainstream financial services, payments, and institutional finance conversations. For credit unions, these developments create both opportunities and important strategic questions related to payments, member services, compliance, liquidity, cybersecurity, and financial innovation. This session provides a high-level, practical overview of stablecoins tailored specifically for credit union professionals and decision-makers.

Led by Sean Stein Smith, the presentation examines what stablecoins are, how they function, the differences between bank-issued and non-bank-issued models, and why policymakers, regulators, and financial institutions are increasingly focused on this segment of the digital asset market. Attendees will also explore emerging use cases involving payments, settlement, treasury operations, cross-border transactions, and member engagement, while reviewing key considerations tied to governance, risk management, accounting, and regulatory developments.

Designed for audiences without deep technical expertise, this session delivers a clear and accessible framework to help credit union leaders better understand how stablecoins may impact the future of financial services.

2:45 p.m.

Vendor Break

Take time to mingle with the vendors and see what's new this year. Enjoy snacks and lightrefreshments.

3:00 p.m.

Roundtable: AI & Fintech

This will be an open-forum discussion. You have an opportunity to submit a question for your peers during registration, so be sure to let us know what you would like to discuss!

4:00 p.m.

Education Concludes

 5:30 p.m.

Cookout

Marcum Center

Enjoy mingling with peers while enjoying food and competing in our annual cornholetournament and euchre! All are invited to join.

Bar sponsored by:

excessshare.com

americanshare.com

Prizes sponsored by:

trinitycredit.org

8:00 a.m.

Breakfast

8:45 a.m.

From Branch to Branch – Creating Consistent Member Experience Across Every Touchpoint

Jeff Klump, President, K4 Architecture + Design

Nicole DeRogatis, Chief Marketing Officer, K4 Architecture + Design

Members don't experience your organization in fragments. They don't separate your website from your branch, your mobile app from your signage, or your marketing from your member service experience. They simply experience one credit union brand.

As credit unions continue to invest in technology, marketing, facilities, and member experience initiatives - maintaining brand consistency across every touchpoint has become both more important and more challenging. Add in the rise of Canva, AI-generated content, multiple vendors, and expanding digital channels, and many organizations find themselves managing a growing number of disconnected brand experiences.

This session explores how credit unions can create a cohesive brand experience across both their physical and digital environments. Through real-world case studies, attendees will learn how leadership decisions related to branding, branch design, member experience, and organizational growth influence how members perceive their institution.

The discussion begins with the role of branding and marketing in creating trust, recognition, and consistency across websites, mobile apps, social media, signage, and member communications. It then transitions into how those same brand principles extend into the branch environment through architecture, interiors, environmental graphics, technology integration, and retail-inspired member experiences. Attendees will leave with practical insights to evaluate their own institution's brand ecosystem and identify opportunities to strengthen alignment between their marketing presence, physical facilities, and member experience.

Key Takeaways:

• Understand how brand inconsistency impacts member perception, operational efficiency, and marketing effectiveness.

• Learn how successful credit unions approach modernization while preserving brand equity, history, and member trust.

• Explore the growing role of Canva, AI, and decentralized content creation—and why brand standards matter more than ever.

• Discover the difference between creating graphics and building a scalable brand system.

• See how architecture, interiors, signage, technology, and environmental graphics contribute to the overall member experience.

• Identify common disconnects between physical and digital touchpoints and how to create greater alignment.

• Evaluate whether your branch environment reflects the same brand experience delivered through your website, mobile app, and marketing channels.

Speaker name and title

Description of session

9:45 a.m.

It’s The End of the World and I Feel Fine

Sam Maule, Head of Business Development, Moov

The banking and payments industry stands at the edge of a monumental transformation,driven by groundbreaking advancements in AI, quantum computing, IoT, and cloudtechnologies.

In this keynote, we’ll explore how these innovations are not only redefininghow money moves but also challenging the very frameworks of trust, security, and customer expectations.

Discover how AI is enabling hyper-personalization and frauddetection at scale, quantum computing is pushing the limits of encryption andproblem-solving, IoT is integrating payments into everyday devices, and the cloud isrevolutionizing agility and resilience for financial services. Rather than fearing disruption,we’ll examine how these technologies offer unprecedented opportunities for growth,inclusivity, and efficiency.

Join us to envision a future where banking and payments arefaster, smarter, and seamlessly embedded in our lives-ushering in a new era of possibilityfor businesses and consumers alike. Get ready to embrace the end of the old world,because the future feels fine.

Speaker name and title

Description of ses

10:45 a.m.

Break

10:55 a.m.

Roundtable: Succession Planning & Workforce Continuity

This will be an open-forum discussion. You have an opportunity to submit a question for your peers during registration, so be sure to let us know what you would like to discuss!

Description of session

12:00 p.m.

Event Concludes

Door prize winners will be announced!