If the recent past has taught us anything, it’s that the only constant is change. 

Today’s economic pressures, cultural shifts, and technological innovations are transforming how people think about money, debt, risk, and loyalty. This program offers a deep dive into those evolving attitudes—with a focus on what they mean  for credit unions competing in a changing financial landscape. 

Kim Lear’s future-focused approach draws from years of longitudinal research and generational insights to help leaders decode shifting expectations. Backed by original studies and real-world examples, this program equips attendees with a clear view of where members are heading, what’s shaping their decisions, and how to engage them effectively. 

We'll explore how generational values around trust, convenience, technology, and financial security impact how consumers select financial service providers and what that means for product design, messaging, and long-term relationships. 
 

This interactive session introduces credit union leaders to the strategic role of artificial intelligence in both governance and cybersecurity. The program begins with an executive-level introduction to prompt engineering, equipping participants with the skills to craft effective AI prompts that enhance board reporting and strengthen risk frameworks. 

Building on this foundation, participants will engage in an AI-powered cyber war game simulation, working in teams to navigate a realistic credit union incident scenario. Real-time scoring and feedback provide practical insights into decision-making under pressure. The session concludes with a debrief on team performance, lessons learned, and best practices, along with take-home prompts and resources for ongoing application in credit union leadership. 
 

As the credit union industry evolves, mergers are becoming an increasingly common path to growth, sustainability, and expanded member services. But mergers bring both opportunities and challenges — from aligning cultures and retaining staff to reassuring members and navigating regulatory hurdles.

In this candid 90-minute discussion, a panel of seasoned Credit Union CEOs will share firsthand experiences from leading their organizations through successful mergers. Hear what motivated their decisions, the toughest challenges they faced, and the lessons they wish they had known beforehand.

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