 The CU Growth & Innovation Summit (CUGI 2025) is pleased to announce that Christine West, Senior Managing Partner, Financial & Professional Services at Info-Tech, will serve as a peer-to-peer discussion moderator for the session:
Building a Culture of Innovation: Leading Credit Unions into the Future. Innovation within credit unions extends beyond technology adoption—it requires a cultural shift that fosters collaboration, embraces change, and encourages continuous improvement. This session will explore strategies for driving cultural transformation, empowering employees, aligning leadership, and overcoming resistance to change—all essential components of building a resilient, future-ready credit union. About Christine West Christine West brings over 20 years of leadership experience in wealth management, financial services, and digital transformation. In her role at Info-Tech, she provides strategic guidance to financial and professional services organizations. Previously, as Vice President of Wealth Management & Insurance at Canada Life, Christine led a 300+ person team and played a pivotal role in a $100M+ systems modernization initiative, successfully integrating 15 legacy back-office systems to enhance operational efficiency, security, and digital capabilities. At Manulife Financial, she spearheaded the implementation of AI, machine learning (ML), and robotic process automation (RPA) solutions, including natural language IVR, voice biometrics, and speech analytics, significantly improving self-service capabilities and data-driven decision-making. Her expertise spans data analytics, regulatory compliance, and large-scale digital transformation programs. Key Discussion Topics Attendees will gain insights into: ✔ Strategies for driving cultural transformation ✔ Methods to foster innovation within teams ✔ Best practices for overcoming resistance to change ✔ How to align leadership and empower employees Why Attend? Christine’s deep industry expertise and proven track record in leading transformational initiatives will provide credit union executives with actionable strategies to build a culture that embraces innovation, enabling long-term success in an evolving financial landscape. Event Details 📅 April 1-2, 2025 📍 Oak Brook, IL 🔗 Register Today: CUGrowthSummit.com
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 We are pleased to announce that Info-Tech Research Group has joined the CU Growth & Innovation Summit 2025 (CUGI) as a Gold Sponsor. As a leading global IT research and advisory firm, Info-Tech supports over 30,000 IT professionals with unbiased research, actionable insights, and expert guidance to help organizations make informed, strategic decisions.
About Info-Tech Info-Tech Research Group has established itself as a trusted partner for CIOs, IT leaders, and technology teams by delivering comprehensive research and advisory services. Their methodologies are designed to ensure IT teams can optimize operations, implement digital solutions, and drive measurable results. As a Gold Sponsor of CUGI 2025, Info-Tech will play a key role in facilitating discussions on emerging technology trends, IT infrastructure optimization, and the strategic role of technology in credit union growth. Attendees will have the opportunity to connect with Info-Tech’s experts and gain valuable insights into navigating the evolving digital landscape. Visit www.infotech.com to learn more. The CU Growth & Innovation Summit, scheduled for April 1-2, 2025, in Oak Brook, IL, serves as a premier event for credit union executives, technology leaders, and industry innovators. The event will focus on digital transformation, IT modernization, cybersecurity, and enhancing member experiences through technology-driven strategies. Join the Conversation at CUGI 2025 CUGI 2025 will provide a dynamic platform for collaborative discussions, expert-led panels, and peer-to-peer networking tailored to the needs of credit unions and financial institutions. By partnering with Info-Tech Research Group, the conference aims to equip attendees with the tools and strategies necessary to drive innovation and operational efficiency in an increasingly digital financial environment. We invite all IT professionals, credit union executives, and fintech innovators to join us at CUGI 2025 and engage with Info-Tech Research Group as they share their expertise on technology-driven transformation in the financial sector. Secure Your Spot Today Reserve your place at CUGI 2025 and be part of the conversations shaping the future of credit union technology and innovation. 🔗 Register Now  The 2025 CU Growth & Innovation Summit (CUGI) is proud to welcome Kacy Cutler, Vice President of Product Management at EVERFI, as a Peer-to-Peer Moderator. Kacy brings extensive experience in SaaS product management, instructional design, and digital learning strategies that drive engagement and impact.
In her role at EVERFI, Kacy leads a team that delivers best-in-class digital learning experiences designed to provide educational content that benefits both learners and businesses. The EVERFI course catalog includes interactive programs on topics ranging from financial literacy to corporate compliance, helping organizations educate and empower their stakeholders. Session Overview: Financial Wellness as a Growth Strategy: How Education Drives Member Engagement Financial education is no longer just a service—it is a strategic tool for credit unions seeking to strengthen member relationships and drive long-term growth. During this Peer-to-Peer Discussion, Kacy will lead an engaging conversation on:
About Kacy Cutler As Vice President of Product Management at EVERFI, Kacy oversees the development and execution of digital learning solutions that enhance social impact and improve financial literacy. Her expertise in portfolio product management for SaaS solutions and instructional design provides a unique perspective on delivering high-impact educational content that meets business and consumer needs. Kacy holds a B.A. in Sociology and Anthropology from Colgate University and a Master’s Certificate in Instructional Design from The George Washington University. Join the Conversation at CUGI 2025 Don’t miss the opportunity to engage with Kacy and industry peers as they discuss how financial education can drive sustainable growth and stronger member relationships. 📅 CU Growth & Innovation Summit 📍 April 1-2, 2025 | Oak Brook, IL 🔗 Register Today!  🚀 CUGI is thrilled to announce Winnow as a Silver Sponsor of the 2025 CU Growth & Innovation Summit!
As credit unions continue to adapt to evolving regulations, the need for streamlined, technology-driven compliance solutions has never been greater. That’s why we’re excited to welcome Winnow Solutions, LLC, the developer of Winnow®, as a key supporter of this year’s event! About Winnow Winnow is a leading RegTech platform designed to help financial institutions navigate compliance challenges with ease. Their platform catalogs over 80,000 state and federal law requirements, providing automated compliance change management, topic-driven surveys, and cutting-edge AI solutions for mortgage, auto financing, credit cards, banking, and more. An Award-Winning Compliance Partner In 2024, Winnow received industry-wide recognition, earning multiple prestigious awards: 🏆 Best RegTech Solution – Finovate Awards 🏆 Regulatory, Governance, and Compliance Tech Award – Legalweek Leaders in Tech Law 🏆 HousingWire Tech100 Mortgage Visit winnow.law to learn more. Join Us at CUGI 2025! We are proud to have Winnow as a Silver Sponsor and look forward to the insights they’ll bring to this year’s conference. If you’re a credit union leader looking to enhance compliance strategies, don’t miss this opportunity to engage with Winnow and other industry experts at CUGI 2025 on April 1-2 in Oak Brook, IL! 🔗 Register now at: CUGrowthSummit.com  We are thrilled to announce that Credit Union Times has joined the CU Growth & Innovation Summit (CUGI) as a Platinum Sponsor! As the most comprehensive, independent credit union news site in the industry, Credit Union Times plays a vital role in keeping credit union leaders informed, empowered, and ready to adapt to a rapidly evolving financial landscape.
At CUGI, we bring together top credit union executives, technology leaders, and innovators to discuss the future of credit unions, digital transformation, and member engagement strategies. With Credit Union Times as a Platinum Sponsor, attendees can expect unparalleled industry insights and expert perspectives on the latest trends, regulatory impacts, and fintech advancements shaping the credit union sector. For years, Credit Union Times has been a trusted source for strategic and tactical information that helps credit union leaders make informed decisions. Their commitment to celebrating innovation, interpreting regulatory shifts, and analyzing emerging technology aligns perfectly with CUGI’s mission to foster knowledge-sharing and collaboration among industry professionals. Join us April 1-2, 2025, in Oak Brook, IL, for an event designed to elevate your credit union’s growth strategy. Learn from industry experts, engage in peer-to-peer discussions, and network with top decision-makers—all with the invaluable support of Credit Union Times! To learn more visit cutimes.com.  We are proud to announce that Viking Capital, a leader in home improvement and swimming pool financing, will be a Bronze Sponsor of the 2025 CU Growth & Innovation Summit (CUGI). This event brings together credit union leaders, fintech innovators, and financial service providers to explore cutting-edge strategies for growth and digital transformation.
A Legacy of Excellence in Home Improvement Financing Founded in 1999 by Gregory Powell, Viking Capital has been at the forefront of affordable home improvement and swimming pool financing for 25 years. Headquartered in Ponte Vedra Beach, Florida, Viking Capital’s executive team spans coast to coast, bringing over 100 years of combined experience in real estate and home improvement financing. By simplifying the lending process, Viking Capital has empowered homeowners, contractors, and dealers nationwide, offering tailored financial solutions that make home improvement projects more accessible. Their commitment to customer-first financing aligns perfectly with the mission of CUGI—driving innovation and creating better financial solutions for consumers. Join Viking Capital at CUGI 2025! The CU Growth & Innovation Summit is happening on April 1-2, 2025, in Oak Brook, IL. Don’t miss the opportunity to connect with Viking Capital and other industry leaders shaping the future of credit union lending and financial services. To Learn more visit, vikingcapital.com.  The 2025 CU Growth & Innovation Summit is thrilled to welcome Tim Boike, Vice President of Customer & Industry Relations at the Federal Reserve Bank of Chicago, as a panelist. With extensive expertise in financial services, payments innovation, and fintech collaboration, Tim will bring invaluable insights to this year’s discussions.
Tim leads the Federal Reserve’s Outreach & Engagement Team within Federal Reserve Financial Services, where his team oversees relationships with key fintech players, trade groups, payment service providers, and corporate end users. The team's mission? To foster mutually beneficial relationships with key actors in the payment ecosystem, enhancing collaboration and innovation. Before joining the Federal Reserve in 2018, Tim spent over 26 years at Wells Fargo and U.S. Bancorp. His private-sector roles spanned strategy planning, analytics, deposit fraud investigations, and industry relations. He also worked closely with Fortune 100 companies, optimizing treasury services and payment processes to achieve greater efficiencies. At CUGI 2025, Tim will share his perspective on how credit unions can navigate the evolving payments landscape and leverage partnerships to enhance member experiences. Don’t miss this opportunity to hear from Tim Boike and other thought leaders! 👉 Register now: CU Growth & Innovation Summit Registration  The CU Growth & Innovation Summit is proud to announce EVERFI as a Gold Sponsor for this year’s event, scheduled for April 1-2, 2025, at the DoubleTree by Hilton Chicago-Oak Brook.
Founded in 2008, EVERFI is a technology company at the forefront of social impact education. Their mission-driven approach addresses critical societal challenges, from financial wellness to mental health and workplace conduct. Leveraging innovative digital content, EVERFI has reached millions of learners worldwide, including K-12 students and adult professionals. A hallmark of EVERFI’s impact is its third-party payer model, which allows K-12 schools in the U.S. to access essential educational resources at no cost. This groundbreaking initiative equips students with vital life skills, fostering financial literacy and emotional resilience. EVERFI’s dedication to transformative education has earned them accolades such as being named one of the World’s Most Innovative Companies by Fast Company and a spot on Fortune Magazine’s Impact 20 List. As a Gold Sponsor, EVERFI is bringing their passion for education and innovation to the CU Growth & Innovation Summit. Their participation underscores the event’s commitment to addressing critical challenges and driving growth through technology and learning. Join us this April to connect with EVERFI and other leading organizations as we explore solutions that empower credit unions and communities alike. To learn more about EVERFI, please visit everfi.com or follow them on Facebook, Instagram, LinkedIn, or X/Twitter @EVERFI. 👉 Register today at CU Growth & Innovation Summit and discover how EVERFI is shaping the future of digital education!  📢 We're thrilled to welcome Chris Hilliard, Chief Executive Officer and Founding Member of Winnow Solutions, as a panelist at the upcoming 2025 CU Growth & Innovation Summit!
With over 20 years of expertise in consumer, commercial, and residential mortgage lending, Chris brings a wealth of knowledge and a forward-thinking approach to fintech collaboration. As a Certified Regulatory Compliance Manager (CRCM) and Certified Compliance and Ethics Professional (CCEP), his career has been dedicated to revolutionizing compliance processes while driving innovation and customer satisfaction. At Winnow Solutions, Chris leads a team that empowers financial institutions and lenders to navigate the complexities of state and federal regulations through cutting-edge technology. Winnow’s tailored online application simplifies compliance by delivering user-specific surveys and searches, optimizing both efficiency and accuracy for organizations of all sizes. Panel Session Highlight: The Future of Fintech Collaboration: How Credit Unions Can Compete with Big Banks As part of his participation in the CU Growth & Innovation Summit, Chris will share his expertise during this thought-provoking session. The discussion will explore how fintech partnerships and open banking APIs are transforming the credit union landscape. Key topics include:
Chris’s passion for leveraging technology to improve compliance and enhance customer satisfaction aligns perfectly with the Summit’s focus on strategic growth and innovation. Why Attend the CU Growth & Innovation Summit? The CU Growth & Innovation Summit is the premier event for credit union leaders, technology innovators, and service providers. With expert-led sessions, peer-to-peer discussions, and unmatched networking opportunities, the Summit offers actionable insights to drive success in an ever-evolving financial landscape. Don’t miss the opportunity to learn from Chris Hilliard and other industry leaders shaping the future of fintech collaboration! 📅 Event Details Date: April 1-2, 2025 Location: DoubleTree by Hilton Chicago-Oak Brook, Oak Brook, IL Register now at www.cugrowthsummit.com to secure your spot and join the conversation that’s driving the credit union industry forward.  Adapting Risk & Compliance Strategies in a Digital-First World with Chris Palumbo!
We’re thrilled to announce that Chris Palumbo, Senior Vice President and Chief Risk Officer at Citadel Credit Union, will lead an impactful Peer-to-Peer Discussion at the 2025 CU Growth & Innovation Summit (CUGI). Chris brings a wealth of experience to the table, having dedicated his career to navigating complex financial landscapes and driving innovation in risk management. As Chief Risk Officer at Citadel Credit Union in Exton, PA, Chris oversees risk management for 26 branches across southeastern Pennsylvania. His impressive career spans roles at North Highland Company, KPMG, and the Federal Reserve Bank of Richmond, where he guided financial institutions, fintechs, and even cryptocurrency firms through regulatory and compliance challenges. Chris’s leadership journey also includes pivotal roles at JPMorgan Chase and Capital One, where he spearheaded major initiatives in acquisitions, compliance programs, and fraud prevention. Chris is not only a recognized expert in regulatory supervision and risk mitigation but also a former Captain in the U.S. Marine Corps—a testament to his commitment to leadership and resilience. He holds a BA in Political Science from Villanova University and an MBA from Pepperdine University. Session Spotlight: Strategies for Compliance & Risk Management in a Digital-First Environment Date: April 1, 2025 | Session Type: Peer-to-Peer Discussion | Target Audience: Large Credit Unions In today’s digital-first world, credit unions must adapt to evolving regulatory demands while maintaining operational resilience. Chris will lead a dynamic discussion on:
This session is an opportunity for senior credit union leaders to collaborate, share insights, and explore practical approaches for thriving in a digital-first financial ecosystem. Don’t miss the chance to learn from Chris Palumbo and gain actionable strategies to transform your credit union’s risk and compliance programs! Register now to secure your seat at the 2025 CU Growth & Innovation Summit! Visit the CUGI Registration Page. |