CEOs and Senior Executives Conference

Start your day with hot breakfast, and the opportunity to build stronger connections with your peers from credit unions across the country. 

If a member of your team were to describe you and your leadership in a hashtag — what would that look like? What qualities and characteristics rise to the top of hashtag-worthiness? That’s a difference-making question for many. There has never been a more important time for leaders to step up and lead with passion and purpose. With compassion and creativity. With equity and empathy. In a world of constant change, disruption, and distraction — people want to feel seen, heard, and appreciated whether they're in-person or remote. While that can feel like a tall order for leaders — it all starts by identifying and delivering unique and memorable moments for your team members. In this empowering message, leadership keynote speaker Jon Petz shares the kind of magic and meaning you can create for individuals and entire teams by adding simple moments of significance. By doing things a little differently. By cultivating an extraordinary human connection. With impactful stories and engaging examples, Jon will entertain and delight you while delivering the ideas, insights, and how-to’s to ensure your leadership is far from average and instead deemed #HashtagWorthy.

Jon Petz
Best-sellers list Author & Motivational Keynote Speaker

Jon Petz is a two-time, best-sellers list author, motivational keynote speaker on performance and the power of human connections. He brings this passion and energy for performance, purpose and impact to events of all types, as well as to those he professionally coaches to strengthen their performance mindset and success in life, business and careers.

Jon is a former sales & marketing executive in big corporate as well as a tech entrepreneur. As a remarkable addition - Jon is a professional magician and has performed around the globe for audiences of all types. This one-of-a-kind combination brings relevancy, experience and understanding to the real-world challenges and opportunities we face in our professional pursuits. It also produces a masterful storytelling, engagement and entertainment factor that is uniquely and unequivocally the Jon Petz Experience.

Jon’s second book, Boring Meetings Suck, ™ was named by Inc. Magazine as a top ten and must-read business book. His third book, Significance In Simple Moments, focuses on human connections to help you achieve significance. Profits from this book are donated in support of the Miracles & Magic™ Foundation a show which was founded by Jon and his family. Miracles & Magic is a grand illusion and comedy magic show that provides children with life-threatening illnesses a chance to forget about the treatments, shots and hospital, and instead shares the wonder and joy of comedy, magic and illusion.

Your conference MC will review what you can expect during the conference.

You'll get personal insights into the political landscape of Washington D.C. and also review America's Credit Unions latest legislative and regulatory advocacy actions to protect and advance credit unions.

In an era dominated by digital disruption, member engagement stands at the forefront of credit union success. As CEOs steering the helm, it's imperative to not only understand the intricate dynamics of member engagement but to strategically position your credit union for sustained growth in the digital era.

Back by popular demand! In this session, you'll discover where the largest banks and credit unions are headed and explore their strategy, technology advancements and more!

This focused session is crafted exclusively for credit union CEOs seeking practical strategies to elevate their institutions from governance challenges to governance maturity. Join George Hofheimer, Founder, Hofheimer Strategy Advisors, for an insightful exploration into the transformative steps needed to build a resilient and effective governance framework for the future.

Energize for the second half of the day and build stronger connections with your peers from credit unions across the country.

In an industry characterized by fierce competition and evolving consumer preferences, uncovering winning business models is essential for credit unions seeking sustainable growth and relevance. In this panel session, you'll hear from industry leaders from high-performing credit unions who'll share their success stories and distill universal lessons that can be applied across the financial landscape.

Technology continues to evolve at a rapid rate. The integration of Artificial Intelligence (AI) has emerged as a transformative force. Ron Shevlin, Chief Research Officer, Cornerstone Advisors, will give his insights into the possibilities that AI offers credit unions, and how this cutting-edge technology can be harnessed to not only expand membership but also uphold the mission of credit unions in a safe, sound and compliant manner.

In today's dynamic financial landscape, credit unions are facing increasing pressures to adapt and thrive. Understanding the latest trends in mergers and acquisitions is critical to driving sustainable growth and remaining competitive. You'll explore the evolving landscape of mergers, acquisitions, and partnerships, uncovering key trends, successful strategies and critical considerations for navigation.

Credit unions face a multitude of risks that demand strategic foresight and resilience. Leaders must navigate a complex time of regulatory changes, cybersecurity threats, economic fluctuations and more, all while safeguarding their institutions and members. You'll be empowered with essential insights and actionable strategies to navigate and mitigate risks effectively.

After Wednesday’s sessions, join us for a reception on Casa Marina Key West Resort's Flagler Lawn. Indulge in delectable bites and refreshing drinks while enjoying live music from Key West’s most popular musicians. This beachside paradise is the idyllic setting for unwinding while you delight in good company, delicious food, and the soothing ambiance of the ocean waves lapping against the shore.

Start your day with hot breakfast, and the opportunity to build stronger connections with your peers from credit unions across the country. 

Your conference MC will review what you can expect during today's sessions.

Hear directly from America's Credit Unions President/CEO Jim Nussle, as he provides an update on what's on the horizon for your association.

The wave of synthetic intelligence like AI is a seminal time for humanity. Digital tools not only aid our ability to learn and make decisions, but they can replace us with doing these. This raises many important questions such as, the potential for AI to be sentient and conscious, and how advanced synthetic intelligence will impact humanity and the economy. Scott Klososky has years of experience addressing these questions and will share his thought-leading ideas and advice for making good strategic decisions today. 

Scott Klososky 

Technologist, Futurist, Humanist, Author and Consultant

As a founding partner of digital strategy firm, Future Point of View (FPOV), Scott lives on the leading edge of technology and innovative thinking. He speaks to large audiences worldwide about the intersection of humanity and the Digital Transformation. Through FPOV, Scott provides advisory work for clients including Fortune100, SMB’s and government entities. He co-founded Alkami Technology (ALKT), the developer of a second-generation online banking platform with innovative features non-existent in current systems. Scott is recognized globally for his unique ability to accurately predict future digital trends and explain the logic behind why these will alter the current status quo of the economy and society.  

In the last 15 years, credit unions have dominated indirect auto lending and increased market share in mortgage lending. Credit unions must embrace strategic opportunities to innovate, differentiate and thrive. Looking ahead at the next ten years, where are the opportunities to win? What markets have unmet needs or undiscovered niches? This dynamic panel discussion brings together industry leaders and you'll explore key strategic opportunities to harness the power of transformation, diversify revenue streams and expand member engagement. You'll discover their insights, experiences and successful strategies for driving growth and sustainability.

You'll explore the future of lending from both opportunities and challenges including innovative strategies, emerging technologies and shifting member preferences. You'll gain insights on adapting lending practices to meet evolving member needs and leverage data to personalize lending experiences. This includes embracing the future of lending and optimizing operations that will drive sustainable growth for your credit union.

Stay ahead of the curve in the dynamic payments landscape, exploring innovations and trends that not only unlock revenue potential for issuers, but also elevate customer satisfaction to new heights.

Energize for the second half of the day and build stronger connections with your peers from credit unions across the country.

Join us for a private afternoon catamaran sail. Feast your eyes on the beauty of Key West’s open waters and historic landmarks while you enjoy cocktails and appetizers.  

Boarding will begin at the Casa Marina Pier at 2:15 p.m. Catamarans will depart at 2:30 p.m. and drop off at 4:30 p.m. at the Historic Seaport, downtown Key West. Transportation will be provided at that time for those who wish to return to Casa Marina Resort.”

Start your day with hot breakfast, and the opportunity to build stronger connections with your peers from credit unions across the country. 

Your conference MC will review what you can expect during today's sessions.

In this discussion, you'll investigate current themes in the banking industry. This includes how anticipation and authority are key to having a great balance sheet strategy and will include market updates to contextualize the ideas. You'll also explore considerations and opportunities on the asset and liability sides of the balance sheet, discuss ALM trends, and review current balance sheet strategies that will help management teams find more value for their institution and prioritize the right things as they plan ahead.

With evolving financial landscapes and dynamic member expectations, deposit growth and retention are paramount for the sustained success of credit unions. This specialized panel is crafted exclusively for credit union CEOs, offering insights and strategic approaches to not only attract new deposits but also to retain and deepen relationships with existing members.

What will the market bear in terms of housing prices, interest rates, wages, labor markets and auto sales as we move through 2024? Join Graphsandlaugh's audience favorite Elliot Eisenberg, Ph.D., known as the Bowtie Economist, as he takes a look at key economic indicators and how you can start preparing to weather the economic storm.