Schedule

Times are approximate and subject to change.
10:00 AM - 5:00 PM (CDT)

Invite only

 
12:00 PM - 6:00 PM (CDT)
 
 
1:00 PM - 4:30 PM (CDT)


This interactive session is designed specifically for credit unions with assets under $100 million. It provides a collaborative environment to discuss unique challenges and opportunities faced by smaller institutions. Attendees will explore practical strategies to remain competitive in today’s evolving financial services landscape and share best practices with peers. There is no additional cost to attend this session.

 
4:00 PM - 5:00 PM (CDT)
 
 
5:00 PM - 7:00 PM (CDT)

Sponsored by:

 
6:30 AM - 7:30 AM (CDT)
 
 
8:00 AM - 9:00 AM (CDT)
 
 
 
 
8:00 AM - 4:00 PM (CDT)
 
 
9:00 AM - 10:15 AM (CDT)


Everyday Rockstar® is an energy-filled keynote experience combining rock-and-roll performance, insider stories, and mindset strategies. Schulman reveals how “rockstar attitude” drives confidence, resilience, and impact—on stage and in the workplace. Through drumming demonstrations and real-world lessons from touring with legendary artists, he equips attendees with tools to elevate their mindset, improve performance, and lead with purpose. The session shows how anyone can tap into their own “rockstar DNA” to amplify results personally and professionally.
 

Mark Schulman
10:15 AM - 10:30 AM (CDT)
 
 
10:30 AM - 11:30 AM (CDT)
 
 
Governance Blueprint

Accelerate agility, ensure accountability

 
Leadership Blueprint

Inspire vision, drive change

 
Member Experience Blueprint

Ignite loyalty, deepen trust

 
Operational Blueprint

Streamline systems, maximize efficiencies

 
Strategy & Growth Blueprint

Unlock opportunities, achieve impact

 
11:30 AM - 12:00 PM (CDT)
 
 
12:00 PM - 2:15 PM (CDT)

Yes, lunch is provided this year!

 
2:15 PM - 3:30 PM (CDT)
 
 
3:30 PM - 4:30 PM (CDT)
 
 
AI & Digital Frontiers Micro Learning

Harnessing new tech to create smarter credit unions.  

 
Compliance & Regulation Micro Learning

Adapting to the rules shaping the industry’s future

 
Defend & Protect Micro Learning

Safeguarding members and institutions from emerging threats

 
People & Positioning Micro Learning

Strengthening culture and brand in a competitive marketplace.

 
Sustainable Growth Micro Learning

Fueling lending, deposits, and long-term strategies

 
4:30 PM - 5:30 PM (CDT)
 
 
5:30 PM - 7:00 PM (CDT)


Advocacy Unveiled: Credit Union Challenges and Opportunities in 2026

Jim Phelps Cara Tharp
6:30 AM - 7:30 AM (CDT)
 
 
8:00 AM - 9:00 AM (CDT)
 
 
8:00 AM - 3:00 PM (CDT)
 
 
9:00 AM - 10:00 AM (CDT)


Culture by Design shows how leaders can transform workplaces through deliberate connection and “brain pattern interrupts.” Long explains how FUNDAMISM™ shifts focus from frustration to possibility by helping people choose how they show up and where they direct attention. He outlines simple, actionable habits that reduce overwhelm, increase engagement, and create cultures grounded in intention. The session teaches leaders and teams that culture is created—moment by moment—and improved through consistent, purposeful behavior.
 

Paul Long
10:00 AM - 10:30 AM (CDT)
 
 
10:30 AM - 11:30 AM (CDT)
 
 
Governance Blueprint

Accelerate agility, ensure accountability

 
Leadership Blueprint

Inspire vision, drive change

 
Member Experience Blueprint

Ignite loyalty, deepen trust

 
Operational Blueprint

Streamline systems, maximize efficiencies

 
Strategy & Growth Blueprint

Unlock opportunities, achieve impact

 
11:30 AM - 12:30 PM (CDT)
 
 
12:30 PM - 2:00 PM (CDT)

(This is a ticketed event)

 
3:00 PM - 4:30 PM (CDT)
 
 
Asset Specific
 
 
 
 
 
 
 
 
 
 
3:30 PM - 4:30 PM (CDT)
 
 
5:30 PM - 10:00 PM (CDT)
 
 
9:00 AM - 9:30 AM (CDT)
 
 
9:30 AM - 10:45 AM (CDT)


Allison Massari shares a powerful message of resilience, self-leadership, and purpose shaped by her survival of a fiery car crash and her long recovery. She offers practical tools to navigate change, overcome challenges, and lead with integrity during disruption. Massari shows how to strengthen inner resolve, maintain personal command, and reignite passion for work and life. Her keynote inspires audiences to rise above obstacles and cultivate fulfillment, compassion, and clarity in a rapidly changing world.
 

Alisson Massari
10:45 AM - 11:00 AM (CDT)