Corporate America 12:55pm – 1:05pm

• Presentation Title: CACU Latest
• Presentation Description: Hear from Pete Pritts on the latest at Corporate America Credit Union!
• Presenter: Pete Pritts, President/CEO, Corporate America Credit Union

Fuse 1:05pm – 1:15pm

• Presentation Title: AI-Powered Lending Transformation for Credit Unions
• Presentation Description: Learn how Fuse helps credit unions streamline lending workflows, improve member experience, and scale effortlessly. Our modern LOS combines low-code customization, 200+ built-in integrations, and AI agents to eliminate bottlenecks and unlock faster, smarter lending.
• Presenter: Eric Bartlett, Senior Account Executive

MBS (Multi-Bank Securities) 1:15pm – 1:25pm

• Presentation Title: Multi-Bank Securities, Inc. presents eConnectDirect®: Our Online Investment Platform
• Presentation Description: Please join us for a live demonstration to show how our proprietary investment platform, eConnectDirect, can help credit unions compare, select and manage their investment portfolios.
• Presenter: Greg Pagans, Vice President, Fixed Income, Multi-Bank Securities, Inc. and George Yao, Vice President, Fixed Income, Multi-Bank Securities, Inc.

MCA – Member Core Alliance & Sharetec 1:25pm – 1:35pm

• Title: Members Core Alliance & Sharetec – Core Solution Partnership
• Description: A discussion of the Members Core Alliance partnership with the Sharetec core provider. Lean about all the great features and functionality of the Sharetec solution as well as the expanded white-glove service provided by MCA.
• Presenters: Carrie Heck, Senior Business Development Executive, Sharetec and Heather Gibbons, VP of Growth, Sharetec

New Ground 12:55pm – 1:05pm

• Presentation Title: Elevating the Member Experience Through Sensory Marketing
• Presentation Description: Discover how integrating sensory elements — including digital signage, environmental graphics, music, and scent — can transform branches and corporate workplaces into emotionally engaging spaces. Backed by global insights, this session will reveal how sensory marketing elevates member and employee satisfaction, increases dwell time, and strengthens brand loyalty.
• Presenter: Adam Huxhold, VP, Client Engagement, NewGround

Corporate America 1:05pm – 1:15pm

• Presentation Title: CACU Latest
• Presentation Description: Hear from Pete Pritts on the latest at Corporate America Credit Union!
• Presenter: Pete Pritts, President/CEO, Corporate America Credit Union

illuma Labs 1:15pm – 1:25pm

• Presentation Title: What Trust Sounds Like
• Presentation Description: Fraudsters are faking voices, identities, and entire conversations—but voice tech is fighting back. In this session, we’ll show how voice authentication stops fraud before it starts, detects deepfakes in seconds, and keeps access seamless for real users. Expect a live demo, real-world use cases, and a look into how voice is becoming the frontline of digital trust.
• Presenter: Connor Slone, Account Executive, illuma Labs

Casap1:25pm – 1:35pm

• Title: A Credit Union's Guide to First-Party Fraud: 3 Types of Data to Evaluate Risk
• Description: Over 100 million card disputes were filed in 2024, and each year a larger share is coming from cardholders who authorized the charge. This session is designed for credit union leaders managing disputes at scale. Learn how credit unions are using core banking, card network, and member intake data to separate first-party fraud from third-party fraud, winnable chargebacks from guaranteed losses, and truth-telling members from those abusing the system. By using data you already have, your staff can get the context they need to make smarter decisions, faster. You’ll walk away with a simple framework for identifying which cases to fight, which to refund, and which need more investigation—plus real-world examples to bring back to your team.
• Presenter: Shanthi Shanmugam, CEO & Co-founder, Casap

Stone Castle 12:55pm – 1:05pm

• Presentation Title: Federally Insured Cash Account for Credit Unions
• Description: Grow membership and earn income through our strategic platform that allows Credit Unions to offer up to $100MM in extended share insurance per member. No contract, no fees, no core integration – just value.
• Presenters: Kim Weeks – Managing Director, StoneCastle and Joel Shearrow – VP | Credit Union Director, StoneCastle

Defense Storm 1:05pm – 1:15pm

• Title: It’s Time to Change Your Cybersecurity and Fraud Practices To Better Protect Members and Improve Operational Efficiency
• Description: Protecting your credit union and members from cyber threats and fraud is becoming increasingly difficult. A single breach can cost millions, while damaging the reputation and trust you’ve worked so hard to build over years. In this session, you’ll learn how progressive credit unions are applying risk management disciplines to their cyber practices. The benefits include operational efficiency with less time spent on mandatory compliance work and more time on the value-added work to better secure your institution. You'll improve alignment across functions and levels, transforming how you tackle issues like fraud. In the process, infosec will no longer be seen as a cost of doing business but as contributing to better business performance.
• Presenter: Paige Barry, VP of Strategic Partnerships at DefenseStorm

Corporate America 1:15pm – 1:25pm

• Presentation Title: CACU Latest
• Presentation Description: Hear from Pete Pritts on the latest at Corporate America Credit Union!
• Presenter: Pete Pritts, President/CEO, Corporate America Credit Union

exagens 1:25pm – 1:35pm

• Presentation Title: Beyond Personalization: Growing Membership and Deepening Relationships with Behavioral Banking
• Presentation Description: Today, an increasing number of credit unions are investing in data analytics in an effort to better target offers to existing members and attract new ones.

  While the reasons for doing this are clear, it also puts credit unions on a “me-too” path with big-banks and challengers, and their vastly higher budgets.

  This session will review how Behavioral Banking, the fusion of behavioral science with data science, has enabled credit unions to leap-frog the competition by proactively providing members with emotionally engaging and compelling content specific to their situation, catalyzing them to save, spend and invest smarter with their credit union.

• Presenter: Michael Stojda, Chief Executive Officer, exagens

IdentiFi – 1:00pm – 1:10pm

• Presentation Title: Identifi-Making the Complex Simple
• Presentation Description: Learn how Identifi simplifies business workflows, streamlines operations, and boosts efficiency—making complex processes easy and collaboration effortless.
• Presenter: Tim Jagodzinski, Senior Vice President of Business Development, Identifi

Sterns Financial - 1:15pm – 1:25pm

• Presentation Title: LifeNotes: Optimizing CASD & CUOLI Plans
• Presentation Description: Explore innovative strategies to optimize Corporate-Owned Universal Life Insurance (CUOLI) and split-dollar plans, ensuring maximum benefits for credit unions and executives alike. Learn how to:
  • Reduce CASD Loan Durations
  • Enhance CUOLI Yields
  • Stabilize or Revitalize Underperforming Plans
  • Implement New Plans Effectively

  By leveraging the proven expertise of LifeNotes Trust in CUOLI, CASD, and CDA strategies, this session will provide actionable insights to minimize risk, optimize asset performance, and secure long-term financial prosperity for all stakeholders. Join us to see how LifeNotes is transforming the future of financial planning for credit unions.

• Presenter: Bill Parkinson, Senior Director, Sales & Strategic Partnerships

Corporate America 1:30pm – 1:40pm

• Presentation Title: CACU Latest
• Presentation Description: Hear from Pete Pritts on the latest at Corporate America Credit Union!
• Presenter: Pete Pritts, President/CEO, Corporate America Credit Union