The 2025 CU Growth & Innovation Summit Agenda

The CU Growth & Innovation Summit offers a dynamic two-day experience with expert-led panels and tailored peer-to-peer discussions on essential technology trends, such as digital transformation, cybersecurity, and member engagement. The agenda is thoughtfully designed to address the unique needs of large credit unions as well as medium and small credit unions, fostering meaningful and relevant conversations for each group.

Attendees will gain actionable insights, connect with industry leaders, and explore innovative solutions that align with their credit union’s specific scale, enhancing technology infrastructure and driving impactful growth.
April 1, 2025
10:00 AM - 10:30 AM
VIP Early Registration
10:30PM - 11:30AM
VIP Networking Brunch
Exclusive networking for executives, sponsors, and speakers to discuss industry challenges and opportunities in an intimate setting.
12:00PM - 5:00PM
General Registration Open
12:00PM - 5:00PM
​Exhibit Hall, Networking Lounge, Work Lounge and VIP Meeting Room Open
Visit with industry-leading technology providers, connect with peers, and schedule private meetings in the Networking Lounge.​
1:00PM - 1:50PM
Keynote Panel Discussion
​Topic: The Future of Fintech Collaboration: How Credit Unions Can Compete with Big Banks
Explore how fintech partnerships and open banking APIs are enabling credit unions to innovate and stay competitive in a rapidly evolving financial landscape. Panelists will discuss success stories, challenges, and how credit unions can strategically position themselves in the digital marketplace.
2:00PM - 2:50PM
Peer-to-Peer Discussion  |  Large CUs
​Topic: Leveraging Data-Driven Marketing to Enhance Member Experience and Loyalty
Discover how credit unions can harness the power of data-driven marketing to deliver personalized member experiences that foster loyalty and drive growth. This discussion will explore strategies for utilizing analytics to anticipate member needs, optimize engagement campaigns, and create meaningful connections in today’s competitive financial landscape.
2:00PM - 2:50PM
​Peer-to-Peer Discussion  |  Medium & Small CUs
Topic: Practical Cybersecurity Strategies for Growing Credit Unions
Focused on cost-effective and scalable cybersecurity solutions, this session helps medium and small credit unions manage risk while leveraging digital tools to support growth.
3:00PM - 4:00PM
Sponsorship Showcase / Networking Break in Exhibit Hall
A chance to meet solution providers who are revolutionizing the credit union tech stack through innovative tools, products, and services.​
4:00PM - 5:00PM
Keynote Panel Discussion
Topic: Strategic Growth Through Digital Innovation: Tailoring Technology Investments for Credit Unions of All Sizes
This panel explores how credit unions can leverage technology for growth, regardless of size. Experts will discuss scaling advanced solutions like AI and cloud infrastructure for large credit unions, while focusing on cost-effective, scalable tools for medium/small credit unions. Attendees will gain strategies for aligning tech investments with growth goals to drive efficiency and member engagement.
6:00PM - 7:30PM
Evening Networking Reception
An informal opportunity to network, meet exhibitors, and exchange ideas in a relaxed setting.​
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April 2, 2024
8:00AM - 3:00PM
Registration Open
8:00AM - 4:00PM
​Exhibit Hall, Networking Lounge, Work Lounge and VIP Meeting Room Open
Explore cutting-edge technology solutions from exhibitors and meet one-on-one with key industry players.​
8:45AM - 9:50AM
Keynote Panel Discussion
Topic: The Next Frontier in Digital Banking: Meeting Gen Z and Millennial Expectations
How credit unions can attract and retain younger members through digital-first banking solutions, mobile services, and innovative engagement strategies.​
10:00AM - 10:50AM
Peer-to-Peer Discussion  |  Large CUs
Topic: Driving Innovation Through Fintech Partnerships and API Integration
This session covers how large credit unions are partnering with fintechs and using APIs to integrate new services, enhance member experience, and remain competitive in the marketplace.
​10:00AM - 10:50AM
​Peer-to-Peer Discussion  |  Medium & Small CUs
Topic: Optimizing Cloud Solutions for Cost-Effective Operations
Focus on how medium and small credit unions are leveraging cloud technologies to reduce operational costs and enhance member service offerings efficiently.
11:00AM - 11:50AM
Peer-to-Peer Discussion  |  Large CUs
Topic: Strategies for Compliance & Risk Management in a Digital First Environment
Explore how credit unions can adapt compliance and risk management strategies to thrive in a digital-first landscape. This discussion will delve into leveraging technology, such as AI-driven monitoring and automated workflows, to enhance regulatory adherence, mitigate risks, and maintain operational resilience in an evolving financial ecosystem.
​11:00AM - 11:50AM
​Peer-to-Peer Discussion  |  Medium & Small CUs
Topic: Navigating Compliance & Risk Management in a Growing Institution
Exploring the evolving regulatory landscape and how credit unions can maintain compliance while adopting new digital tools and services.​
12:00PM - 1:00PM
Lunch
1:00PM - 1:50PM
Peer-to-Peer Discussion  |  Large CUs
Topic: Creating a Unified Digital Member Experience Across Channels
Large credit unions discuss strategies for delivering consistent and engaging member experiences across mobile, web, and in-branch channels to enhance satisfaction and loyalty.
​1:00PM - 1:50PM
​Peer-to-Peer Discussion  |  Medium & Small CUs
Topic: Using Automation to Improve Operational Efficiency and Scale Services
A look at how smaller credit unions are implementing automation technologies to streamline processes, reduce costs, and improve member service efficiency.
2:00PM - 3:00PM
Sponsorship Showcase / Networking Break in Exhibit Hall 
Explore solutions and network with key technology providers and fellow attendees.​
3:00PM - 4:00PM
Keynote Panel Discussion  |   Closing Remarks
Topic: Technology-Driven Growth: How to Future-Proof Your Credit Union
A forward-looking discussion on the strategic investments credit unions should make to ensure long-term success, from digital transformation to AI, data-driven decision-making, and member engagement strategies.​
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The Credit Union Growth & Innovation Summit is ​Produced by TreaSolution, Inc. d/b/a Converge Events
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