Agenda
Monday, October 6, 2025
12:00 p.m.
Registration & Lunch
1:00 p.m.
Welcome & Opening Remarks
1:30 p.m.
Stay Ahead of the Latest Fraud Tactics
Dave Brown, Account Executive, TruStage
Fraudsters are evolving fast — are you keeping up? Join TruStage Account Executive, Dave Brown to see what your credit union can do to stay one step ahead of today’s most pressing threats. From account takeovers to ATM/ITM jackpotting to fraudulent checks, this session will help you understand current fraud tactics and how to build effective risk mitigation strategies.
2:30 p.m.
Vendor Break
(snacks and light refreshments provided)
2:50 p.m.
Resilient by Design: How to Build Teams That Thrive in Tough Times
Logan Mallory, Keynote Speaker
The work environment can be tough right now: Employees are being asked to do more than ever, but with a workforce that comes across as disengaged, more entitled and more burnt out than ever before, it can feel like an uphill battle. But here’s the truth: tough times can create tough people. Organizations that intentionally build resilient teams are more capable of turning adversity into opportunity.
This session will provide strategies to:
Build a resilient culture that adapts to change and embraces challenges.
Manage conflict in a way that drives growth and productivity.
Create a support system where employees feel heard, valued, and capable of overcoming obstacles together.
This energizing and approachable content will help you see the importance of focusing on resilience, so you can increase engagement and retention - and ultimately, your bottom line.
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3:50 p.m.
Roundtable Discussion
Succession Planning & Talent Retention
4:50 p.m.
Education Concludes
5:30 p.m.
CEO Dinner
(Transportation provided)
Dinner Sponsored by:
Bar Sponsored by:
8:00 p.m.
Uptown Pub Crawl (optional)
Tuesday, October 7, 2025
8:00 a.m.
Breakfast
8:45 a.m.
Welcome
9:00 a.m.
Tips for Upgrading Your Leadership Approach from Ted Lasso
Logan Mallory, Keynote Speaker
Whether you're obsessed with Ted Lasso or not, this will be a powerful way to end our conference! Managers can have a massive influence on everyone around them, so what are you doing to transform your managers into leaders throughout your organization? How are you developing your management style to take care of each employee on your team or within your organization? Don’t Listen to us, listen to Ted Lasso. We don’t want to spoil too much, but here are the teasers for what we will be talking about:
Everyone’s on the team
Be a Goldfish
Fix the water pressure
Mentors are better than managers
Be curious not judgmental
Genuine appreciation above all else
Why listen to Ted Lasso? The Harvard Business Review said that “In organizations with low employee engagement scores, they experience 18% lower productivity, 16% lower profitability, 37% lower job growth, and 65% lower share price over time.” We’ll discuss principles that can take you from manager to a mentor to a leader to create a highly engaged team.
10:00 a.m.
Vendor Break
10:30 a.m.
Risk Management and Operational Strategy
AJ Schalk, AVP Audit Link, CU*Answers
AJ will cover several timely and important topics impacting our institutions. Unpacking the new NACHA rules and how these changes affect fraud monitoring in regard to ACH processing. AJ will discuss the letter to credit unions from the NCUA issued in December of 2024-guidance that reflects evolving regulatory priorities. Finally, the discussion will turn to the crucial role of internal controls and fraud monitoring in todays environment, where operational resilience and member trust are more important than ever.
11:30 a.m.
Lunch
Sponsored by:
12:45 p.m.
Anatomy of Fraud
Scott Runyan, CPA, Partner Financial Services, GBQ
Steve Lillie, CPA, Partner Financial Services, GBQ
Mike Jones, CPA, Partner Financial Services, GBQ
We will discuss types of fraud (financial statement fraud vs. misappropriation of assets), common elements of fraud, warning signs and case studies.
1:45 p.m.
Impact of Generative AI on Credit Unions
Prashanta Pradhan, EVP, Chief Information Officer, Corporate One FCU
Generative AI isn’t just a tech trend; it’s a strategic inflection point for credit unions. It’s transforming how we engage members, streamline operations, and compete. Imagine a 24/7 personalized copilot with all the knowledge, smarter risk management, and marketing that speaks directly to each member’s needs, all powered by AI. But with great potential comes real responsibility. We must navigate data privacy, bias, and integration challenges with care and clarity. For midsize credit unions, the opportunity is clear: embrace GenAI not just to keep up, but to leap ahead and deliver the kind of intelligent, human-centered service that defines our mission.
2:45 p.m.
Vendor Break
(snacks and light beverages provided)
3:15 p.m.
Roundtable Discussion
AI & Fintech
4:15 p.m.
Education Concludes
5:30 p.m.
Cookout
Marcum Center
Enjoy food, networking, our annual cornhole tournament, and euchre!
Bar sponsored by:
Wednesday, October 8, 2025
8:00 a.m.
Breakfast
8:45 a.m.
Economic Update and Credit Union Balance Sheet Management Principles in a Changing Rate Environment
JD Pisula, CEO, Accolade Advisory
Presented by Accolade, our asset/liability advisory CUSO, this will provide an overview of current credit union balance sheet trends, examiner pressures, and how to analyze balance sheet strategies heading into 2026. We will look at the current rate environment and evaluate how a changing rate environment might impact your credit union’s balance sheet strategy. This session should be beneficial to credit union financial executives and anyone looking to learn more about the mechanics of balance sheet management.
Speaker name and title
Description of session
9:45 a.m.
Your Branch, Your Community: Designing and Marketing for Multi-Generational Success
Jeff Klump, Chief Marketing Officer President, K4 Architecture + Design
Nicole DeRogatis, Chief Marketing Officer, K4 Architecture + Design
As credit unions evolve, connecting with people across generations is key to long-term success. Balancing tradition with innovation helps foster loyalty, build brand recognition, and strengthens your position in the marketplace. This session will explore strategies for designing branch spaces that are not only welcoming and functional for all age groups but also serve as meaningful community hubs. Learn how to create an environment that meets the expectations of younger, digital-first audiences while preserving the trust and comfort valued by long-time account holders. Discover how intentional branch design can elevate your credit union as a trusted, engaged presence in the communities you serve.
Speaker name and title
Description of ses
10:45 a.m.
Break
11:00 a.m.
Roundtable Discussion
Attracting and Marketing to Young Members
Description of session
12:00 p.m.
Event Concludes
Door prize winners will be announced!
WIN BIG BEFORE YOU LEAVE!
All attendees will be entered into a drawing for a chance to win one of three prizes. You must be present to win.