Thursday, November 5, 2026

2:30 PM - 3:00 PM | Arrival and Registration

3:00 PM - 3:30 PM | Keynote: M&A(I): Where Mergers Meet Machines

This keynote will explore how AI and M&As intersect, including how AI is helping power and streamline M&A activity, and how mergers and acquisitions are accelerating AI adoption and innovation strategy inside credit unions. Our expert speaker will deep dive into discussion points that include how AI tools are supporting merger due diligence, integration, and operations; how M&A activity is reshaping innovation strategy and creating new C-suite roles; and the lessons that can be learned from credit unions that grew both through mergers and dedicated AI strategies.

3:30 PM - 4:15 PM | Panel: Crimes, Cons & Fraud in Credit Unions

Don’t miss this lively, "ripped from the headlines" conversation as a panel of experts discuss the rise in crime targeting credit unions, from embezzlement and physical theft (including ATM jackpotting) to the scams and fraud increasingly powered by AI. This session will inspect emerging fraud trends, current security risks, and how credit unions can better detect, prevent, and respond to these threats.

4:15 PM - 5:00 PM | Roundtable Conversations: Competition, Relevancy & Locking in Younger Generations

Credit unions' competition isn't against each other, but the big banks and fintech, and research is showing that millennials and Gen Z are using the competition as their primary financial institution. How can CUs increase their value proposition to the younger population, whose business they will need as boomers begin to transfer their wealth to their descendants? Join us in these interactive conversations as we discuss marketing techniques that work, ideas for improving the member experience, and the unique member acquisition/retention strategies that were successful.

5:00 PM - 6:00 PM | Content Program Ends / Networking Break

6:00 PM - 7:00 PM | Cocktail Reception

*For registered dinner attendees only. 

7:00 PM - 9:30 PM | Awards Dinner & Ceremony

*For registered dinner attendees only.