To ensure that ENGAGE is truly an experience for everyone in the credit union community, we will have over 50 speakers, 40 content sessions, over 185 exhibitors, renowned keynotes, Credit Unions For Kids Night of Miracles Gala, and tons of exciting new and interactive ways to engage with your peers.
Small Credit Union Roundtable (credit unions up to $150 Million in assets)
Facilitated by: Scott Butterfield
11:00 a.m. – 1:00 p.m.
Unlocking Potential: Aligning People, Purpose, and Performance Luncheon Workshop (separated ticketed event, $99 per ticket)
Penny Ford, Co-Founder and Principal Consultant, Head of Delivery and Performance, Brilliant Beyond Belief, Founding Head of Burton Hathow Preparatory School
11:00 a.m. – 1:00 p.m.
Lunch on Your Own
1:00 – 2:30 p.m.
Joint Advocacy Committee Federal and Regulatory (Open to all)
Kick-Off: Samantha A.M. Beeler, President, The League of Credit Unions & Affiliates
Facilitated by: Ibby Dickson, Manager of Federal Advocacy, The League of Credit Unions
Facilitated by: Michelle Roth, Chief Advocacy Officer, The League of Credit Unions
2:45 – 4:00 p.m.
Alabama
Advocacy Committee Meeting
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.
Facilitated by: Michelle Roth, Chief Advocacy Officer, The League of Credit Unions
2:45 – 4:00 p.m.
Florida
Advocacy Committee Meeting
State Regulatory Update
Join the Florida Advocacy Committee as they meet to discuss the impacts of the 2026 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.
Facilitated by: Christopher Hodge, Associate Vice President of Governmental Affairs, The League of Credit Unions
2:45 – 4:00 p.m.
Georgia
Advocacy Committee Meeting
State Regulatory Update
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.
Facilitated by: Samantha A.M. Beeler, President, The League of Credit Unions & Affiliates
2:45 – 4:00 p.m.
Virginia
Advocacy Committee Meeting
State Regulatory Update
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.
Facilitated by: Nadine Slocum, Senior Director of Governmental Affairs, The League of Credit Unions
4:30 – 5:30 p.m.
Welcome Reception – All States/All Attendees
8:00 – 10:00 p.m.
The Donor Celebration Party featuring Bingo Loco *Included in ENGAGE Registration Fee
The Credit Union Impact Foundation and The League’s Political Action Committee (PAC) team will host a high-energy Donor Celebration Party featuring Bingo Loco — an unforgettable night of music, lights, comedy, and outrageous prizes. The event celebrates the supporters who fuel our foundation and advocacy work today, while welcoming the next generation of donors and partners to join the fun.
Innovation Spotlight Panel – Stablecoins, Faster Payments & the CU Opportunity…Who owns the future of payments? Faciliated by: Melissa Kopp, Chief Revenue Officer, LEVERAGE
Panelist: Sam Das, Vice President, Corporate Development, Managing Director, TruStage
Panelist: Mick Oppy, CEO, Neural Payments
Panelist: Kris Carerra, Account Executive, Moov
The League Awards Credit Union of the Year: up to $100 million in assets
Credit Union of the Year: $100 – $500 million in assets
Credit Union of the Year: $500 million or more in assets
3:15 – 3:45 p.m.
VISION Networking Break
3:45 – 4:30 p.m.
Breakout Session
Spheres of Influence: Expanding Your Impact Penny Ford, Co-Founder and Principal Consultant, Head of Delivery and Performance, Brilliant Beyond Belief, Founding Head of Burton Hathow Preparatory School
3:45 – 4:30 p.m.
Breakout Session
Shark Tank Winner – Securing Every Conversation: The Rise of Voice Security in the Age of AI Fraud Amy Travers, Vice President of Sales, ILLUMA Labs
Shark Tank Winners 2025
3:45 – 4:30 p.m.
Breakout Session
Winning Strategies: Developing and Delivering Effective Performance Reviews Mike Neill, Chief Learning Officer, ServiStar Consulting
3:45 – 4:30 p.m.
Breakout Session
Loan Pricing: Pushing the Balance Sheet Towards Purpose & Growth Phil Lucas, Vice President of Strategy, Corporate One Federal Credit Union
3:45 – 4:30 p.m.
Breakout Session
From Fractional CFO to Finance Operations: Where Credit Unions Choose to Hire, Flex, or Partner
Panelist: Thomas Flowers, CEO, Calhoun Liberty Credit Union
Panelist: Alan Rowe, CEO, Priority Credit Union
Panelist: Dave Bradford, CEO, Auburn University Credit Union
Moderator: Steve Schwartz, Chief Financial Officer, The League of Credit Unions & Affiliates
Moderator: Bridgette Mayon, Chief Experience Officer, Aux
3:45 – 4:30 p.m.
Breakout Session
International Partnerships and Collaboration
Erin O’Hern, International Advocacy and Regulatory Counsel, World Council of Credit Unions
Tobi Weingart, Senior Vice President of Member and Industry Engagement, The League of Credit Unions
3:45 – 4:30 p.m.
Breakout Session
Board Resilience: Transforming, Onboarding, Development and Succession
Nell Callen, Partner, Curtis Strategy
3:45 – 4:30 p.m.
Breakout Session
Stablecoins and the New Era of Credit Union Money Movement Sam Das, Vice President, Corporate Development, Managing Director, TruStage
4:30 – 6:30 p.m.
Exhibit Hall Opens – All Attendees
Dinner On Your Own
8:00 – 10:00 p.m.
Welcome Party – LEVERAGE Networking After Dark *Included in ENGAGE Registration Fee
The League Awards Emerging Professional of the Year
Professional of the Year
General Session – Welcome Keynote
FC, Ethical Hacker and Social Engineer
10:30 – 11:00 a.m.
VISION Networking Break
11:00 – 11:45 a.m.
Breakout Session
GEN Z Panel – Relevance, Trust, and Choice: What Young Adults Want From Credit Unions
Facilitated by: Bobbi Grady, Executive Director, Credit Union Impact Foundation
Panelist: Kiersten Harder, Digital Media Manager, The League of Credit Unions
Panelist: Katie Bailey, Director of Communications, The League of Credit Unions
Panelist: Oswald Hernandez, Manager of Regulatory Advocacy, The League of Credit Unions
Panelist: Brodin Grady
11:00 – 11:45 a.m.
Breakout Session
Winning Walletshare: How to Transform Elusive Pockets of Membership Into Multi-Product Members
Harrison Hochman, Co-Founder and CEO, Sparrow
11:00 – 11:45 a.m.
Breakout Session
Beyond the Hype: Turning AI into Measurable Growth for Credit Unions
Danielle Fancher, Sales Director, FI GROW Solutions and Mitch Rutledge, Co-Founder and CEO, Vertice AI
Mitch Rutledge, Co-Founder and CEO, Vertice AI
11:00 – 11:45 a.m.
Breakout Session
The Future of Member Relationships Runs Through Payments—Is Your Credit Union Ready?
Stephanie Hainje, Vice President, LEVERAGE Payment Solutions
Real World Uses of AI Across The League’s Membership
John Meyer, Managing Director, Cornerstone Advisors
11:00 – 11:45 a.m.
Breakout Session
From Vision to Reality: The Transformative Power of Organization Design
Nell Callen, Partner, Curtis Strategy
Brad Green, President & CEO, Listerhill Credit Union
12:00 – 1:15 p.m.
Advocacy Luncheon (separate ticketed event, $149 per ticket)
Panelists: Michelle Roth, Chief Advocacy Officer, The League of Credit Unions
Panelists: Brian Robinson, Owner, Robinson Republic
Panelists: Tharon Johnson, Founder and CEO, Paramount Consulting Group
12:00 – 1:15 p.m.
Power Hour Luncheon *Included in ENGAGE Registration Fee
1:30 – 2:30 p.m.
Shark Tank
Four innovative fintech solutions will take center stage during this Shark Tank–style General Session. Each fintech will have eight minutes to showcase their value proposition to attendees. Participants will vote on the solution that best serves their members, with the winning company announced at the conclusion of the session.
Presenters:
The Reseda Group
Casap
Valiify
Scamnetic
2:45 – 3:00 p.m.
The League of Credit Unions & Affiliates Annual Business Meeting
2:45 – 5:00 p.m.
Exhibit Hall Open – All Attendees
6:00 – 7:00 p.m.
Credit Union for Kids Night of Miracles Gala Reception
