The 2025 CU Growth & Innovation Summit Agenda

The CU Growth & Innovation Summit is a premier event for credit union executives, technology leaders, and industry innovators focused on growth, digital transformation, lending, and member engagement. Unlike traditional conferences, CUGI prioritizes peer-to-peer discussions, expert panels, and high-impact networking, delivering actionable insights and meaningful connections.

Covering member engagement, AI-driven lending, compliance, business banking, and digital banking, the agenda tackles critical industry challenges with interactive discussions and real-world strategies. Whether you're looking to modernize lending, streamline operations, or enhance member experience, CUGI is the must-attend event for leaders shaping the future of credit unions.
April 1, 2025
10:00AM - 10:30AM
VIP Early Registration
10:30PM - 12:00PM
VIP Networking Brunch
A high-level networking experience where executives, sponsors, and speakers can connect in an intimate setting, exchange insights, and discuss emerging challenges and opportunities shaping the future of credit unions.
12:00PM - 5:00PM
General Registration Open
12:00PM - 5:00PM
​Exhibit Hall, Networking Lounge, Work Lounge & VIP Room Open
Explore cutting-edge technology solutions, connect one-on-one with industry leaders, and discover new opportunities to drive credit union growth in the Exhibit Hall, Networking Lounge, Work Lounge, and VIP Room.
1:00PM - 1:50PM
The Future of Fintech Collaboration: How Credit Unions Can Compete with Big Banks
Keynote Panel Discussion
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.
Moderator                         Panelists
2:00PM - 2:50PM
Building a Culture of Innovation: Leading Credit Unions into the Future
Peer-to-Peer Discussion
Innovation isn’t just about adopting new technology—it’s about creating a mindset and culture that embraces change, encourages collaboration, and continuously seeks better ways to serve members. In this session, credit union leaders will explore strategies for driving cultural transformation, fostering innovation within teams, and overcoming resistance to change. Learn how to empower employees, align leadership, and implement forward-thinking initiatives that position your credit union for long-term success in an evolving financial landscape. 
Moderator
2:00PM - 2:50PM
Practical Cybersecurity Strategies for Growing Credit Unions
​Peer-to-Peer Discussion
As credit unions expand their digital services, cyber threats are evolving just as quickly—how can you protect your institution without overextending resources? In this peer-driven discussion, credit union leaders will share real-world strategies for strengthening cybersecurity, mitigating fraud, and ensuring compliance, all while supporting growth and innovation.
Moderator
3:00PM - 4:00PM
Sponsorship Showcase & Networking Break in Exhibit Hall
Connect with leading solution providers who are transforming credit unions with cutting-edge tools, products, and services. This is your opportunity to explore game-changing innovations, build strategic partnerships, and discover solutions that drive growth and efficiency.
4:00PM - 5:00PM
AI & Automation in Lending: Balancing Speed, Risk & Member Trust
Keynote Panel Discussion
AI and automation are transforming lending, enabling faster decisions and streamlined underwriting—but how can credit unions harness these technologies without compromising risk management, compliance, or member relationships? This expert-led panel will explore how to leverage AI for efficiency while maintaining the trust, transparency, and personal touch that define credit union lending.
Moderator                        Panelists
6:00PM - 7:30PM
Evening Networking Reception
Unwind and connect at the Evening Networking Reception, where you can continue the day’s conversations, forge new connections, and engage with industry peers in a relaxed setting. Enjoy refreshments and light appetizers as you exchange insights with fellow credit union executives, solution providers, and thought leaders—the perfect opportunity to expand your network and spark new collaborations.
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April 2, 2024
8:00AM - 3:00PM
Registration Open
8:00AM - 4:00PM
​Exhibit Hall, Networking Lounge, Work Lounge & VIP Room Open
Explore cutting-edge technology solutions, connect one-on-one with industry leaders, and discover new opportunities to drive credit union growth in the Exhibit Hall, Networking Lounge, Work Lounge, and VIP Room.
8:45AM - 9:50AM
The Next Frontier in Digital Banking: Meeting Gen Z and Millennial Expectations
Keynote Panel Discussion
Gen Z and Millennials demand seamless, digital-first banking experiences, but how can credit unions evolve to meet their expectations while staying true to their core values? This expert panel will explore innovative strategies in mobile banking, payments, personalization, and engagement to attract and retain the next generation of members.
Moderator                        Panelists
10:00AM - 10:50AM
Financial Wellness as a Growth Strategy: How Education Drives Member Engagement
Peer-to-Peer Discussion
Financial education isn’t just a service—it’s a powerful tool for deepening member relationships and driving sustainable credit union growth. This discussion will explore how credit unions can leverage financial wellness programs to position themselves as trusted advisors, enhance member engagement, and build long-term loyalty. We’ll also discuss best practices for implementing Just-in-Time education that meets members where they are in their financial journeys.​
Moderator
​10:00AM - 10:50AM
How Credit Unions Can Optimizing Cloud Solutions for Cost-Effective Operations
​Peer-to-Peer Discussion
To stay competitive, credit unions must embrace fintech partnerships and leverage API integration to deliver seamless, innovative member experiences. This discussion will explore how leading credit unions are successfully collaborating with fintechs to enhance digital services, streamline operations, and drive long-term growth.
11:00AM - 11:50AM
Strategies for Compliance & Risk Management in a Digital First Environment
Peer-to-Peer Discussion
As credit unions expand their digital offerings, compliance and risk management must evolve to keep pace with emerging threats and regulatory expectations. In this interactive peer-to-peer discussion, industry leaders will share practical strategies for leveraging AI, automation, and data-driven monitoring to strengthen compliance, mitigate risk, and ensure long-term resilience in a digital-first world.
Moderator
​11:00AM - 11:50AM
Building a Competitive Business Banking Strategy: What Credit Unions Need to Know
​Peer-to-Peer Discussion
Business banking presents a major growth opportunity for credit unions, but competing with traditional banks and fintechs requires the right strategy, technology, and product offerings. In this peer-driven discussion, industry leaders will share proven strategies for expanding business banking services, optimizing commercial lending, and positioning credit unions as the go-to financial partner for businesses of all sizes.
Moderator
12:00PM - 1:00PM
Lunch
Take a break, enjoy a delicious buffet with diverse dietary options, and connect with fellow industry leaders in a relaxed setting. Whether you’re continuing a conversation from a session or making new connections, this is the perfect opportunity to refuel, recharge, and network with peers who share your passion for credit union innovation.
1:00PM - 1:50PM
Creating a Unified Digital Member Experience Across Channels
Peer-to-Peer Discussion
Members expect a seamless, connected experience across mobile, online, and in-branch channels, but many credit unions struggle with fragmented systems and inconsistent engagement. In this peer-driven discussion, credit union leaders will share strategies for unifying digital touchpoints, enhancing personalization, and delivering a frictionless experience that strengthens member loyalty.
Moderator
​1:00PM - 1:50PM
Scaling Loan Growth While Mitigating Risk: Lessons from High-Performing Credit Unions
​Peer-to-Peer Discussion
Expanding loan portfolios is essential for growth, but how can credit unions scale lending while maintaining strong risk controls and compliance? In this peer-driven discussion, industry leaders will share proven strategies for balancing growth and risk, leveraging data-driven underwriting, and optimizing loan performance in a competitive market.
Moderator
2:00PM - 3:00PM
Sponsorship Showcase & Networking Break in Exhibit Hall 
Connect with leading solution providers who are transforming credit unions with cutting-edge tools, products, and services. This is your opportunity to explore game-changing innovations, build strategic partnerships, and discover solutions that drive growth and efficiency.
3:00PM - 4:00PM
Technology-Driven Growth: How to Future-Proof Your Credit Union
Keynote Panel Discussion & Closing Remarks
As technology rapidly evolves, credit unions must embrace innovation to stay competitive, enhance member experiences, and drive sustainable growth. In this forward-looking keynote panel, industry experts will discuss the strategic investments, emerging technologies, and operational shifts needed to future-proof your credit union for the years ahead.
Moderator                        Panelists
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The Credit Union Growth & Innovation Summit is ​Produced by TreaSolution, Inc. d/b/a Converge Events
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