CU Leadership Convention 2024 | PEI Group | 30 July 2024 | Caesars Palace, 3570 S Las Vegas Blvd, Paradise, NV 89109, USA

This event typically hosts more than 1,200 credit union leaders. Content is focused on the key areas of managing credit unions including lending, Fintech, cybersecurity, DEI, finance, leadership, Generative AI, member service, and branding. The convention is hosted by PEI Group, and is not affiliated with any trade group or political organization so we can give you unvarnished content designed to help you grow and solve your toughest challenges.

Here are just a few of the Hot Topics to be discussed:
• Generative AI and how CUs can use the newest technology to reduce risk & increase member loyalty
• Best practices to manage liquidity in a high-rate, inflationary market
• Executive compensation plans proven to attract and retain your top talent
• Lending solutions that are generating double-digit growth rates – without sacrificing rates
• Effective methods for recruiting new board members
• Sound practices for retaining core deposits, despite rising rates
• New tools some of the top CUs are using to leverage digital optimization
• Governance tactics to keep your board focused on strategic decision-making
• Tactics to build life-long members – not rate-hoppers
• Practical tactics to boost net interest margins in a high-rate environment
• Strategies CUs are using to regain trust with members – and beat the banks on service
• Newest Fintech solutions that are giving CUs a competitive edge
• M&A strategies – and pitfalls – every director and C-suite executive must know
• Proven solutions CUs are employing to attract Gen Y and Z in a digital world
• New regulatory priorities by NCUA and CFPB on lending, overdraft fees, M&As, cybersecurity, crypto, vendor oversight and more
• Leadership strategies that are proving effective in a post-pandemic world
• And much more…

Who Should Attend:
• CEOs & Presidents
• Board Chairs/Directors
• Supervisory Committee Members
• Chief/VP of DEI
• Chief/VP of Marketing
• Chief/VP of Finance
• Chief/VP of Lending
• Chief/VP of Technology
• Chief/VP of HR
• Chief/VP of Business Lending

2024 Speakers

KEYNOTE:

Jackie Joyner-Kersee
Greatest Female Athlete of the 20th Century

SPEAKERS:

Tom Tobin
Founder & CEO, Modelshop

Tim Harrington
CPA, President, TEAM Resources

Stephen M.R. Covey
Bestselling Author, Trust & Inspire

Juli Lewis, CMPFinCap, CCUFC, CUDE, CCUE
VP of Community Engagement, USF Federal Credit Union

Gabe Krajicek
CEO, Kasasa

Kerala Taylor
Co-owner and Director of Marketing & Impact

Keith & Rebecca Klein Scott
Owners, TALLsmall Productions, LLC

Jackie Joyner-Kersee
Olympic Great

Tamra Gaines
President, Tamra Gaines & Associates

Nash Fung
Magician & Keynote Speaker

Brandi Stankovic, Ed.D.
Host & Producer, The Strategic Hotbox

John Moreno
Managing Partner, Newcleus Credit Union Advisors

Katie Stone
CEO & Co-owner, PixelSpoke

Stan Phelps
Author, Forbes Contributor, TEDx Speaker, IBM Futurist

Renee Sattiewhite
CEO & Founder, Sattiewhite Training Productions, Inc.

Jim Bouchard
Founder, The SENSEI LEADER Movement

Shawna Suckow
Author & Speaker

Zach Christensen
Director, DEI & Digital Services, Mitchell, Stankovic & Associates

Susan Mitchell
CEO, Mitchell, Stankovic & Associates

Tyrone Muse
CEO, Visions FCU

Jen Anthony
Vice President, Think|Stack

Travis Markley
President & CEO, Hoosier Hills Credit Union

Maryellen Valaitis
Former Director, McGraw-Hill FCU

Liz Ponder
Senior Executive, SRP FCU

Latonya Allen, CUDE
Chief Lending Officer, Government Printing Office Federal Credit Union

Milton Hunt
President, author of 10 Keys to Maximizing Your Potential

Travis Markley
President & CEO, Hoosier Hills Credit Union

John Bissell
President & CEO, Greylock FCU

Dohnia Dorman
Chief Experience Officer, African-American Credit Union Coalition

Anne Legg
Founder & President, Thrive Strategic Services

Carolyn Jordan
Chief Growth Officer, Neighborhood CU

Jennie Boden
CEO, Quantum Governance

Delana Huling
President & CEO, Baylor Health Care System Credit Union

Espy Poblano
Training Manager, AACUC

John Janclaes
President, NYMBUS

Matt Roe
Chief Revenue Officer, Open Lending, LLC

Jason Bedsworth
Founder & President, CFS Insight

Dayatra Matthews
CLO & GC, LGFCU/Civic FCU

Billy Guthrie
Managing Director, Darling Consulting Group

Joe Kennerson
Managing Director, Darling Consulting Group

Lynette Smith
Chief Engagement Officer, Quantum Governance & retired President/CEO, TruEnergy FCU

LaSonya Berry, SPHR
CHRO, AACUC / CEO, McPherson, Berry & Associates

Peter Duffy
Managing Director, Piper Sandler Companies

Jim Pond
Co-founder, JXM

Barbara Mojica
Executive Director, National Latino Association of CU Professionals

Emma Hayes
Chief Learning & Engagement Officer, SECU

Juan Fernandez
President & CEO, Louisiana Credit Union League

Tracey Jackson
President/CEO, Treasury Department FCU

Debbie Smith
CEO, Georgia United CU

Michael Scholl
Director of Analytics, Chartway Credit Union

James Pogue, Ph.D
Chief Executive Officer, JP Enterprises

Ronaldo Hardy
President and CEO, NACUSO

Tad Carlson
VP – IT Solutions & Development, Royal Credit Union

Sharon Camper
Chief People Officer, Apple FCU

Adam Wright
Managing Director of CUDX Operations, Trellance

Tomer Borenstein
CTO & Co-Founder, BlastPoint

George Ombado, AADE, I-CUDE, HSC
Executive Director/CEO, ACCOSCA

Paul Marston
COO, HR Performance Solutions

Marquis Carroll
Chief Executive Officer, MSC Security

Eric Fifield
Chief Revenue Officer, EFG Companies

Rob Hoyle
Chief Information Officer, Vantage West Credit Union

Johnny Garlich
Founder, The Member Closing Center

Scott Olson
SVP, Chief Data Officer, CoastHills Credit Union

Kwame Smith
Executive Benefits Specialist, TruStage (formerly CUNA Mutual Group)

Justin Crawley
Senior Advisor, Abrigo

Maurice Smith, Esq.
CEO (ret.), Local Government FCU, M Smith Law, PLC

Emily Hollis
CEO, ALM First

Sam Plester, CUDE
CEO & Founder, Mission Brands Consulting

Deborah Fears
President & CEO, Chicago Post Office Employees CU

Ryan Giffin
SVP, Client Success, LendKey

Tyler Moore
Co-Founder, Kellmore

Maria Kell
Co-Founder, Kellmore

Nancy Kappler-Foster
Board Treasurer, Hudson Valley Credit Union

John Felton
CEO, Southern Chautauqua Federal Credit Union

Leigh Brady
President and Chief Executive Officer, SECU

Ashley Holloway
Partner Sales Manager, Amazon Web Services

Nick Evens
President & CEO, Curql Collective, LLC

C. J. Klump
Senior Director, Consumer Credit Products, Visa

Cory Madden
Board Director, Ventura County CU

Raj Bandaru
CIO, Kinecta FCU

Sedric Brinson
Chairman and Co-founder, L.E.A.D (Leaders Engaged in Action and Development) MS

2024 Sponsors

LEAD SPONSORS:
• Abrigo
• Kasasa Now that's real growth
• OpenLending
• Visa

SPONSORS:
• Avana cuso
• BlastPoint
• CFS Insight
• Credit Union Travel
• DCG Darling Consulting Group
• KM KellMoore and Associates
• The Member Closing Center
• Modelshop
• Trellance
• Velera
• AlliedSolutions
• PFP
• Zest