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Members-Only Event

Thursday, November 6, 2025
Presenter: Srinivas Njay, Founder & CEO, interface.ai

This presentation explores the profound impact of Generative AI and the emerging field of Agentic AI on Financial Institutions. We will delve into how these transformative technologies can:

• Revolutionize Member Experiences: Delivering hyper-personalized financial guidance, creating seamless and intuitive member journeys, and fostering proactive engagement through Agentic AI-powered agents.
• Provide a New Approach to Online Banking: How Agentic AI can replace traditional point and click UX with Agentic AI UX.
• Replace Traditional CCaaS with AI Operator: Instead of hard transfers to MSR, how the AI Operator model assigns tasks that need human involvement by design.
• Drive Innovation and Growth: Developing innovative new products and services, expanding market reach, and building deeper, more meaningful relationships with members.

The presentation will provide FI executives with a practical understanding of these cutting-edge AI. 

Key Takeaways:

• Understand the key AI technologies relevant to FIs beyond the buzzwords.
• Identify practical AI applications that can deliver immediate value.
• Develop a roadmap for successful AI implementation within your organization.
• Mitigate the risks and address the ethical considerations associated with AI adoption.
• Gain a competitive advantage by embracing AI-powered innovation.
   

For virtual education support, review these helpful steps and frequently asked questions.
 

About the Presenter:

Members-Only Event

Wednesday, December 17, 2025
Presenter: Dohnia Dorman, MBA, CUDE, Founder & CEO, Omnia Exec LLC

As credit unions enter 2026 with ambitious growth targets and evolving member expectations, the differentiator isn't just having the right strategy, it's recognizing execution risks before they derail your plans and having proven frameworks to maintain cross-departmental momentum.

This interactive conversation presented by Omnia Exec LLC brings together credit union executives for a focused discussion on the execution capabilities that separate high-performing institutions from those that struggle to translate vision into measurable outcomes. This session combines strategic insights with peer collaboration, designed for executives who recognize that 2026 success requires more than planning; it demands execution-ready leadership at every level.

Key Discussion Points:

• Early indicators of execution risk, and the leadership interventions that prevent derailment
• Cross-departmental integration strategies that accelerate member experience and operational efficiency
• Proven frameworks for maintaining strategic alignment while adapting to mid-year market shifts

Key Takeaways:

• Early warning system for identifying execution risks before they impact your 2026 strategic initiatives
• Cross-departmental integration strategies that accelerate member experience and operational efficiency without bureaucratic slowdown
• Peer insights from fellow credit union leaders facing similar execution challenges
   

For virtual education support, review these helpful steps and frequently asked questions.
 

About the Presenter:

Members-Only Event

Thursday, January 22, 2026
Presenter: Ryan Best, Chief Experience Officer, Wide Open Ventures

Your typing skills didn't threaten anyone's job. Neither will basic AI literacy.

While your board debates AI readiness, 800 million people use ChatGPT weekly. Your competitors are experimenting. Your members expect intelligent service. The executives who couldn't type in 1985? They're your warning from history.

This isn't another "AI will change everything" session. In 60 minutes, you'll actually USE AI to solve real credit union challenges. Watch live demonstrations. Practice with your actual pain points. Leave with workflows you'll implement before lunch tomorrow. Monday morning actions, not future possibilities.
 

Key Takeaways:

• Build AI Muscle Memory – Just like typing became essential for every executive, learn the daily AI practices that compound into competitive advantage
• Deploy Your Starter Kit – Master four immediate workflows (member communication, strategic planning, operational efficiency, risk assessment) you can implement this week
• Navigate the 90-Day Transformation – Get the proven roadmap for moving from pilot to practice, including ROI metrics that matter and change management that works
   

For virtual education support, review these helpful steps and frequently asked questions.
 

About the Presenter:

Members-Only Event

Thursday, March 19, 2026
Presenter: Claire Suellentrop, Head of Go-to-Market, Attune

Many credit unions have identified financial health as a strategic priority, but the journey from boardroom vision to frontline reality can feel overwhelming. This session is designed for credit union leaders who have committed to financial health in their strategic plans and are ready to tackle the "how" of implementation.

In 60 minutes, you'll learn practical frameworks for embedding financial health into your operations: how to measure member outcomes, assess your current offerings, train frontline staff, and track business impact. Through real credit union examples and hands-on exercises, you'll leave with concrete next steps.
 

Key Takeaways:

• Apply practical frameworks to integrate financial health into credit union operations.
• Identify clear, actionable next steps to implement and measure financial health initiatives.
   

For virtual education support, review these helpful steps and frequently asked questions.
 

About the Presenter:

Members-Only Event

Thursday, April 23, 2026
11:00 a.m. Central Time
Presenter: Garrick Throckmorton, Chief Product and Services Officer, TalentTelligent LLC

Unlock your potential to influence and inspire others with practical, research-backed strategies designed for today’s credit union professionals. This engaging session will help you understand your audience and adapt your approach for maximum impact. You will walk away with actionable tools to build trust, present ideas with confidence, and foster collaboration within your team. Join a community of professionals committed to personal growth and organizational excellence and discover how elevating your influence skills can drive results and open new opportunities for success. During this session, we will cover:

• Understanding Influence
• Knowing Your Audience
• Presenting Your Ideas Effectively
• The role of Networking
• Building Support and Follow-Up
• Personal Action Planning
   

Key Takeaways:

• You will learn how to create a memorable and credible presence that draws attention, builds trust, and leaves a positive, lasting impression with both colleagues and members.
• You will gain practical strategies to engage others through collaborative discussion, active listening, and by seeking common ground, enabling you to influence more effectively and equitably within your credit union.
   

For virtual education support, review these helpful steps and frequently asked questions.
 

About the Presenter:

Members-Only Event

Wednesday, May 13, 2026
11:00 a.m. Central Time
Presenter: Michael Hinshaw, Founder and President, McorpCX

AI is no longer experimental for credit unions; things like chatbots, AI assisted lending, and personalized marketing are live today. Big banks may have more data and budget, but their scale is a drag: lack of flexibility, slower learning, and standardized, generic experiences limit how they can use AI in truly human, community specific ways.

This session explores how credit unions can win with AI by focusing on fewer, higher value use cases, tighter feedback loops, and faster operational learning, using AI as a precision tool to surface friction, risk, and churn earlier, reduce cost to serve, and strengthen member trust.
 

Key Takeaways:

• What makes AI a strategic advantage for credit unions vs. big banks, and immediate steps to get ready.
• How to use AI to streamline onboarding and lending while improving speed, fairness, and cost.
   

For virtual education support, review these helpful steps and frequently asked questions.
 

About the Presenter:

Members-Only Event

Tuesday, June 23, 2026
11:00 a.m. Central Time
Presenter: Lauren Weinstein, Communication & Transformation Coach, Resonate Coaching

Communication plays a central role in shaping trust, alignment, and team culture. This workshop supports leaders in approaching both everyday and high-stakes conversations with greater clarity, steadiness, and confidence.

Participants learn how to prepare internally before important conversations, understand how their communication style affects others, and respond skillfully when emotions are present. Using practical frameworks and real-world examples, the session focuses on communicating in ways that reduce defensiveness, acknowledge perspectives, and move conversations forward.

The emphasis is on building trust while addressing issues directly, so leaders can navigate routine interactions as well as more challenging moments with composure, credibility, and care.
 

Key Takeaways:

• Prepare themselves internally for every day as well as high-stakes conversations so they can lead with clarity, steadiness, and confidence.
• Navigate emotionally charged conversations more effectively, using practical tools to reduce defensiveness, validate perspectives, and move conversations toward trust and collaboration.
   

For virtual education support, review these helpful steps and frequently asked questions.
 

About the Presenter:

Members-Only Event

Thursday, July 23, 2026
11:00 a.m. Central Time
Presenter: Jeff Liford, Associate Director, Fenix24

Real-world incident response data shows a dangerous disconnect between assumed recovery times and actual cyber recovery outcomes. Most credit unions define their Recovery Time Objectives (RTOs) based on natural disaster scenarios, power outages, storms, hardware failures, or data center disruptions. These plans assume backups remain intact and trustworthy. However, real-world incident response intelligence from Fenix24, the world’s leading Incident Response firm, tells a very different story: modern threat actors intentionally destroy, encrypt, or corrupt backup systems, rendering traditional disaster recovery assumptions invalid. The result is a massive and dangerous RTO gap, one that most credit unions are unaware of until it’s too late.

If your recovery strategy is built for floods and fires, but not attackers, you don’t have a cyber recovery plan. Backups alone are not recovery. And assumed RTOs do not survive real incidents. Recovery planning must change and credit unions must plan for destructive cyber events, assume backup compromise, use immutable backups, isolate credentials, and test real recovery.
 

Key Takeaways:

• Backups are no longer a safety net. Modern ransomware targets backup systems and credentials first.
• Cyber recovery ≠ disaster recovery. Cyber incidents corrupt trust (data, identities, backups), requiring rebuilds, not restores.
• The business impact is significant. Extended outages affect member access, regulatory posture, financial stability, and trust.

For virtual education support, review these helpful steps and frequently asked questions.

Members-Only Event

Wednesday, August 12, 2026
11:00 a.m. Central Time
Presenter: Angela R Howard, Founder, Call for Culture

In times of disruption, uncertainty, and accelerated change, leaders have a choice: react from habit or lead with intention. Adaptive & Inclusive Leadership: Owning Your Impact Through Times of Change is a practical, human centered session designed to help leaders strengthen their self awareness, expand their capacity, and embrace the responsibility of their influence - especially when stakes are high.

Participants will explore what it means to lead adaptively, inclusively, and responsibly in moments of ambiguity and organizational transformation. This session will challenge leaders to examine how their behaviors shape culture, either amplifying trust and resilience or unintentionally contributing to friction and inequity.
 

Key Takeaways:

• Recognize and regulate their impact during complex or high pressure situations
• Center inclusion and equity in decision making
• Communicate with clarity, empathy, and accountability
• Model the adaptability needed to guide teams through change with confidence and humanity
   

For virtual education support, review these helpful steps and frequently asked questions.