Agenda subject to change. 

12:00 PM - 5:00 PM
 
 
3:30 PM - 5:00 PM

 
Your effectiveness has everything to do with the way you think. You probably can’t work any harder, but more than likely you can think bigger.  

Find and Keep Great Employees 
The strategy for any growing company must be to develop leaders and retain talent.  Poor leaders add followers, great leaders multiply leaders. 

Deliver Out of this World Service 
Learn to be Ritz responsive, Nordstrom empowered, Disney magical, Starbucks comfortable, and FedEx reliable. 

Help Your Credit Union Navigate Through Change 
Don’t do change to people, but rather do change with them.  Tap their creativity, get their input, and let them help create an exciting, preferred future. 

Be Distinctive 
There is no shortage of competition, so what are you doing to differentiate yourself from the competition? 
 

Rick Olson
5:00 PM - 6:30 PM
 
 
6:30 AM - 7:30 AM


Start your day with a refreshing Sunrise Yoga session set against peaceful water views. This all-levels class focuses on gentle movement, breathwork, and mindfulness—perfect for recharging before the day begins.
 

 
8:00 AM - 5:00 PM
 
 
8:30 AM - 9:30 AM
 
 
9:30 AM - 10:30 AM


Geopolitical risk and trade policy uncertainty are clouding the economic outlook in ways that matter directly to credit unions. This session examines the recent macroeconomic landscape and the implications for growth, inflation, and Federal Reserve policy. Kebede will then connect that outlook to what it means for credit unions lending performance and asset quality heading into 2027.
 

Dawit Kebede
10:30 AM - 11:00 AM
 
 
11:00 AM - 12:00 PM
 
Bill Pusey


In this session, we explore the various modes of embedded financing, the importance of being present at the “top-of-funnel,” and how credit unions can effectively compete in the hypercomputing point-of-sale (POS) financing space.
 

Brian Hamilton


Faster payments are no longer a future consideration; they are a present-day competitive reality. This session equips operations professionals at credit unions with a practical framework for evaluating, implementing, and optimizing instant payment capabilities across RTP and FedNow rails.
 

Angela Murphy
12:00 PM - 1:00 PM
 
 
1:00 PM - 1:30 PM
 
 
1:30 PM - 2:30 PM


When the economy gets uncertain, deception goes up. It might not be intentional, but people are more apt to stretch the truth or omit important information in interviews, sales calls or negotiations when money is tight and their back is against the wall. How can you tell when something is not quite right in supplier discussions? Or when interviewing potential candidates?  Or making high-stakes leadership decisions?

The most powerful person in the room knows what's really going on.  Empower yourself and your leadership team to confidently make executive decisions in uncertain times.

Body language expert and behavior analyst Traci Brown will share tactics used by the FBI to uncover hidden truths and tactfully steer conversations in a more honest and productive direction, so you make decisions using info that’s been hidden in plain sight.  You’ll save time, money, energy, and get to yes more quickly….and stay off the front page for the wrong reasons.

Participants will learn subtle body language that suggests deceit in person, on zoom, on the phone, in emails and texts, words or phrases that should be red flags, and how to draw out the truth with kindness and professionalism.
 

Traci Brown
2:30 PM - 3:00 PM
 
 
3:00 PM - 4:30 PM


This session will touch on key trends influencing loan growth, evolving balance sheet strategies, and the approaches credit unions are using to enhance flexibility and access to funding.
 

Reid Cook
 
Michael Pupil


Explore how to remove internal silos between marketing and lending in order to achieve transformative digital results, specifically aimed at attracting and engaging Gen Z.
 

Meredith Olmstead Danielle Fancher
6:30 AM - 7:30 AM
 
 
8:00 AM - 12:00 PM
 
 
8:30 AM - 9:30 AM
 
 
9:30 AM - 10:30 AM
 
 
10:30 AM - 11:00 AM
 
 
11:00 AM - 12:30 PM


Moderated by:

John Hendricks


Moderated by:

Bridger Robinson Christina Becker
12:30 PM - 2:00 PM
 
 
2:00 PM - 3:00 PM
 
James Bullard
 
 
 
 
3:00 PM - 3:30 PM
 
 
3:30 PM - 4:30 PM


In this presentation, we will take a fascinating journey to understand how our ancestors' environment shaped the neurobiological foundations that continue to influence human decision-making today. We will explore recent advances in neuroeconomics and their fundamental role in understanding how individuals process information and evaluate risk, trust, and value. Attendees will discover how context and emotion shape human behavior, financial decisions, and social interactions, and gain practical insights to improve communication and customer relationships.
 

Marco Palma
6:00 PM - 9:00 PM

 
Please join us from 6-9 pm our signature closing event as we wrap up an amazing conference together. Set on the Lawn overlooking the water, Coastal Cool: Texas Riviera invites you to unwind, connect, and celebrate in a relaxed yet elevated setting inspired by breezy coastal hues and serene shades of blue.

Enjoy an evening of great music, coastal-inspired cuisine, and meaningful networking as we toast to a successful conference and the connections made along the way. 

Sponsored by: