AGENDA
Click here for a PDF version of the Agenda.
Small Credit Union Agenda - Tuesday, June 10
Credit Unions up to $150 Million in Assets - RSVP Requested to Attend
| DATE/TIME | SESSION INFORMATION | ||||
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| 8:00 – 8:30 a.m. | Breakfast | ||||
| 8:30 – 9:30 a.m. | Small Credit Union CEO Succession Planning In this interactive workshop, we will discuss the importance of succession planning for sustained success, develop a roadmap for identifying and preparing internal candidates, address challenges and risks in leadership transitions, create a plan to foster collaboration and engagement in the planning process, and provide a basic blueprint for succession planning.
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| 9:30 – 9:45 a.m. | Break | ||||
| 9:45 – 10:30 a.m. | Small Credit Union – Striving and Thriving
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| 10:30 – 11:30 a.m. | Hot Topic Roundtable Join us for a discussion on compliance challenges and emerging risks facing small credit unions today. Learn about possible legislative and regulatory changes on the horizon which could impact your credit union. We’ll also discuss best practices to help your credit union manage risk in today’s complex compliance environment.
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| 11:30 a.m. – 12:00 p.m. | Small Credit Union Roundtable Lunch | ||||
Tuesday, June 10
| DATE/TIME | SESSION INFORMATION | ||||
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| 12:45 – 2:45 p.m. | Joint Advocacy Committee Meeting Federal & Regulatory (Open to all) Join us for an insightful and timely discussion on the evolving landscape of federal legislation and regulation. The Federal Advocacy Committee will delve into the latest policy developments and their implications on credit unions. With new leadership in D.C., you will not want to miss this behind-the-scenes look at issues shaping today’s operating environment.
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| 3:00 – 4:45 p.m. | Alabama State Advocacy Committee – State Regulators on Agenda (Open to all) Join the Alabama Advocacy Committee and review recent state legislation, anticipated legislative priorities, and discuss their implications for credit unions. With an election year approaching, the committee will also strategize Political Action Committee resources to support candidates who value the credit union difference. Don’t miss this opportunity to contribute to the conversation and help shape the future of advocacy for Alabama’s credit unions.
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| 3:00 – 4:45 p.m. | Florida State Advocacy Committee – State Regulators on Agenda (Open to all) Join the Florida Advocacy Committee as they meet to discuss the impacts of the 2025 Session’s legislative and regulatory on Florida’s credit unions. Explore how The League has navigated new state-level leadership and continued to advance the credit union mission in a dynamic policy landscape.
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| 3:00 – 4:45 p.m. | Georgia State Advocacy Committee – State Regulators on Agenda (Open to all) Engage with the Georgia Advocacy Committee to explore recent legislative developments and upcoming priorities that could impact credit unions. As an election year approaches, the committee will develop strategies for effectively leveraging Political Action Committees resources to support candidates who champion the credit union mission. Be part of this critical discussion and help shape the advocacy landscape for credit unions across Georgia.
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| 3:00 – 4:45 p.m. | Virginia State Advocacy Committee – State Regulators on Agenda (Open to all) Collaborate with the Virginia Advocacy Committee to examine recent legislative updates, identify key issues for the upcoming session, and evaluate their impact on credit unions. With an election year on the horizon, the committee will strategize how to allocate Political Action Committees resources to back candidates who support the credit union movement. Take advantage of this chance to influence the future of advocacy for Virginia’s credit unions.
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| 5:00 – 6:00 p.m. | State Receptions: Alabama, Florida, Georgia, and Virginia To kick off the inaugural ENGAGE with our new four-state footprint, we’re hosting simultaneous state receptions for Alabama, Florida, Georgia, and Virginia! Join your colleagues for a relaxed evening of cocktails, conversation, and connection— in your home state’s reception suite. Each state will have its own unique gathering space where you can:
Whether you’re reconnecting with old friends or meeting new ones, this is your chance to ENGAGE on a local level before we open ENGAGE on Wednesday morning. Come raise a glass to the journey ahead! | ||||
| 8:00 – 10:00 p.m. | CU Karaoke (Supporting The League FedPAC) | ||||
Wednesday, June 11
| DATE/TIME | SESSION INFORMATION | ||||||||||||||||
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| 7:00 a.m. – 4:30 p.m. | Attendee Registration and Welcome Center Open | ||||||||||||||||
| 7:30 a.m. – 8:45 a.m. | Leadership Breakfast: Graduates of SRCUS, CUDE, Executive Institute and GWLN Members
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| 7:30 a.m. – 8:45 a.m. | Breakfast – All Attendees | ||||||||||||||||
| 9:00 a.m. – 10:30 a.m. | General Session
The League Awards | ||||||||||||||||
| 10:30 a.m. – 11:00 a.m. | Networking Break | ||||||||||||||||
| 11:00 a.m. – 12:15 p.m. | CEO Roundtable
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| 11:00 a.m. – 12:15 p.m. | C-Suite Roundtable
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| 11:00 a.m. – 12:15 p.m. | Directors Roundtable
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| 11:00 a.m. – 12:15 p.m. | Supervisory Committee Roundtable
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| 11:00 a.m. – 12:15 p.m. | Beyond Approvals: Using AI to Nurture, Protect, and Grow Lending Portfolios AI is not just a buzzword – it’s quickly becoming the difference between credit unions that grow and those that play catch-up. Join us for a breakout session on how AI is being used to fuel loan growth, nurture members through the entire credit lifecycle, and protect portfolios in volatile times. We’ll unpack how AI makes lending smarter, faster, and recession-resistant — spotting early signs of risk, unlocking credit for overlooked members, and automating decisions without sacrificing control. You’ll also see how credit unions are using AI to deliver a modern, seamless member experience that feels less like waiting and more like winning. Key Takeaways
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| 11:00 a.m. – 12:15 p.m. | The ABCs of a Customizable and Sustainable Executive Benefits Program Understand the evolution of executive benefits program components. There’s split-dollar life insurance, 457(f) and more. It’s not that simple but doesn’t have to be hard to figure out the best mix for your executives and credit union. Learn important steps in assessing what mix of program structures and investments will best meet your changing objectives.
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| 12:30 – 1:45 p.m. | Power Hour Luncheon – Four Locations (RSVP Required at Registration to Attend – Limited Space Available) EVENT AT MAX CAPACITY/SOLD OUT | ||||||||||||||||
| 2:00 – 3:30 p.m. | General Session
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| 3:45 – 4:30 p.m. | Breakout Session Panel: Branch Design, Branding, and Aesthetics Impact ROI Branch design and aesthetics play a crucial role in creating a memorable brand experience, directly influencing both employee performance and member satisfaction. A well-designed branch with cohesive branding elements fosters a welcoming atmosphere, enhancing the member journey and promoting brand loyalty. Thoughtful layouts, appealing visuals, and functional design elements improve workflow, leading to increased employee morale and productivity. For members, the look and feel of the branch can positively impact their perception of trust and professionalism, encouraging repeat visits. An investment in design and branding can significantly boost ROI by driving member engagement, retention, and operational efficiency. In this session you will hear real life examples of how branch design made a huge impact on credit union employees, members, and the bottom line.
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| 3:45 – 4:30 p.m. | Breakout Session
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| 3:45 – 4:30 p.m. | Breakout Session
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| 3:45 – 4:30 p.m. | Breakout Session
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| 3:45 – 4:30 p.m. | Breakout Session
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| 3:45 – 4:30 p.m. | Breakout Session
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| 3:45 – 4:30 p.m. | Breakout Session Strategic Storytelling: Elevating Credit Union Advocacy Through Communications Hear from Frank Diekmann, Founder of CU Daily, speaker, and author, and Grace Colvin, Vice President of Federal Advocacy and Strategy at The League of Credit Unions, about how strategic communications can amplify credit union advocacy, cut through noise in the media landscape, and shape public perception. Learn how to tell your credit union’s story with authenticity, navigate tough narratives, and align messaging with mission-driven impact. This breakout session is perfect for leaders looking to sharpen their advocacy voice and media strategy.
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| 4:30 – 6:30 p.m. | Exhibit Hall Opens – All Attendees Dinner On Your Own | ||||||||||||||||
| 8:00 – 11:00 p.m. | Welcome Party – LEVERAGE Networking After Dark | ||||||||||||||||
Thursday, June 12
| DATE/TIME | SESSION INFORMATION | ||||||||||||||||
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| 7:00 a.m. – 2:30 p.m. | Attendee Registration and Welcome Center Open | ||||||||||||||||
| 8:00 – 9:00 a.m. | Breakfast – All Attendees | ||||||||||||||||
| 9:00 – 10:30 a.m. | The League Awards General Session – Welcome
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| 10:15 – 10:30 a.m. | Break | ||||||||||||||||
| 10:30 – 11:15 a.m. | Breakout Session
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| 10:30 – 11:15 a.m. | Breakout Session: Advocating on All Fronts: Regional and Military Credit Union Perspectives Join us for a dynamic conversation exploring the evolving landscape of credit union advocacy. Together, we will delve into the distinct challenges and opportunities facing credit unions, discuss current legislative priorities, and share strategies for effective engagement with policymakers. Attendees will gain valuable insight into how credit unions can collaborate to amplify their voice in Washington and beyond.
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| 10:30 – 11:15 a.m. | Breakout Session Hot Trends in Total Rewards: A Peer Exchange for Credit Unions As employee expectations shift, credit unions are rethinking everything from how they approach benefits and compensation strategies to career growth. Join this interactive session to explore what’s working (and what’s not) when it comes to total rewards, and how these programs are helping to retain top talent. Credit union leaders will share real examples, lessons learned, and ideas you can bring back to your own programs. Come ready to exchange insights, ask questions, and learn alongside peers who are navigating the same challenges.
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| 10:30 – 11:15 a.m. | Breakout Session Combating Fraud Trends Panel This panel will discuss new and evolving fraud risks in the credit union space and provide insights into the tools and practices that credit unions can use to help combat these new and growing threats. We will share tips and tricks about practical changes that can make a big difference in a credit union’s fraud losses year over year – without breaking the bank in implementation costs.
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| 10:30 – 11:15 a.m. | Breakout Session
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| 10:30 – 11:15 a.m. | Breakout Session
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| 10:30 – 11:15 a.m. | Breakout Session Discover how credit unions are evolving to meet the complex needs of today’s business members. This dynamic panel brings together experts in treasury services and commercial lending to explore emerging trends, innovative tools, and strategies that drive growth in business banking. Whether you’re building out your offerings or refining your approach, join us to decode what’s next in serving small businesses and commercial clients.
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| 10:30 – 11:15 a.m. | Breakout Session Explore the transformative potential of immediate payments in a dynamic, moderated panel discussion. Join your colleagues from Suncoast Credit Union and Gulf Winds Credit Union as they share their experiences and lessons learned in implementing immediate payments on the RTP® network and FedNow® Service through Corporate One Federal Credit Union. This session will provide an overview of what is required to adopt immediate payments, from the initial decision-making process to the IT and operational impacts, as well as the enhanced member benefits. Key Takeaways:
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| 10:30 – 11:15 a.m. | Breakout Session
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| 11:30 a.m. – 1:00 p.m. | Advocacy Luncheon – Separate Ticketed Event
The League Awards | ||||||||||||||||
| 1:30 – 2:30 p.m. | General Session In today’s rapidly evolving financial landscape, the strength of the credit union movement lies in our ability to work together. This session explores how strategic collaboration and strong partnerships are essential to advancing our shared priorities at both the state and federal levels. From coordinated advocacy efforts to innovative public-private partnerships, credit unions are demonstrating that unified voices lead to meaningful impact. Join fellow leaders to learn how collaboration is shaping the future of our system—and how your credit union can play a pivotal role in driving that progress forward.
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| 2:30 – 2:45 p.m. | The League of Credit Unions & Affiliates Annual Business Meeting | ||||||||||||||||
| 2:45 – 3:00 p.m. | Break | ||||||||||||||||
| 3:00 – 3:45 p.m. | Breakout Session Navigating the Inclusiv Grant Process Join the Credit Union Impact Foundation and Inclusiv, for a focused 15-minute session on the Clean Communities Investment Accelerator (CCIA) grant process. This conversation will provide a high-level overview of how credit unions can access funding, navigate application requirements, and position themselves for success in this new initiative.
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| 3:00 – 3:45 p.m. | Breakout Session F.I.G.H.T Human trafficking is not just a global crisis—it’s a local one, with profound implications across communities and industries, including financial services. With the recent appointment of President Samantha A.M. Beeler to Florida’s Statewide Council on Human Trafficking by the Office of the Attorney General, we are proud to be a part of the F.I.G.H.T. – Financial Institutions Against Human Trafficking. This session will explore the WHY behind our involvement, the WHAT driving this initiative, and the HOW – the ways this issue directly impacts our footprint and operations. We’ll examine the critical role financial institutions play in identifying and disrupting trafficking networks, as well as the legal and compliance responsibilities that come with that role. Participants will leave with a deeper understanding of human trafficking’s intersection with the financial system and actionable strategies to engage in the F.I.G.H.T. for justice and human dignity.
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| 3:00 – 3:45 p.m. | Breakout Session
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| 3:00 – 3:45 p.m. | Repeat Breakout Session Combating Fraud Trends Panel This panel will discuss new and evolving fraud risks in the credit union space and provide insights into the tools and practices that credit unions can use to help combat these new and growing threats. We will share tips and tricks about practical changes that can make a big difference in a credit union’s fraud losses year over year – without breaking the bank in implementation costs.
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| 3:00 – 3:45 p.m. | Breakout Session Looking to unlock the full potential of CUSO partnerships? This session explores how credit unions can strategically leverage CUSOs to drive innovation, generate new revenue streams, boost efficiency, and deliver greater member value. You’ll gain actionable insights on:
Whether you’re exploring a new venture or strengthening an existing one, this session will help you build smarter and grow faster.
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| 3:00 – 3:45 p.m. | Breakout Session
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| 3:00 – 3:45 p.m. | Breakout Session
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| 3:45 – 6:00 p.m. | Exhibit Hall Reception – All Attendees | ||||||||||||||||
| 6:30 – 11:00 p.m. | CMN Night of Miracles Gala – Separate Ticketed Event | ||||||||||||||||
Friday, June 13
| DATE/TIME | SESSION INFORMATION | ||||
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| 8:00 – 9:00 a.m. | Welcome Center Open | ||||
| 8:00 – 10:30 a.m. | Breakfast and Closing Speaker
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