Day 1 Breakout Sessions
Case Study: How CUs Are Bringing FedNow® Instant Payments to Members
FedNow® is transforming payments for credit unions by enabling secure, real-time transactions 24/7/365. But what does it really take to implement this new payment rail—and what benefits can it deliver in practice?
In this session, we’ll explore real-world credit union case studies of adopting FedNow®, from technical integration to member-facing use cases and operational impact. You’ll hear how instant payments support everything from mobile banking to direct lending, and gain practical insights you can apply to your own institution. We’ll also discuss best practices and lessons learned to help credit unions of any size plan their own FedNow journey.
Learn more about our presenters: Mark Keeling.
Traditional CUSOs: Still Relevant, Still Strategic
It’s been 20 years since a lot of traditional operations focused CUSOs were formed. And with all the attention these days towards fintechs, payments, etc, one might contemplate the future of these comparatively less sexy CUSOs. This session consists of original CEOs and some new CEOs that speak to how operating CUSOs such as MBL, Insurance, Investment and Mortgage have changed over the years, how credit unions view and partner with them, what it takes to succeed and how these CUSOs still may be the industry’s most exciting superpower.
Learn more about presenters: Bill Beardsley, Keith Reed, Nick Bloxham
BankSocial’s AI Test Lab: Hands-on AI Leverage for Credit Unions & CUSO’s
Tired of conference breakouts that are just thinly veiled sales pitches? In a world demanding immediate, tangible value, why spend an hour listening to theory when you could be learning a skill you can use today and help your credit union tomorrow?
The financial services landscape is now IN an AI-driven revolution. As CEO and Founder of BankSocial, John Wingate has just returned from the World Economic Forum in Davos, where the message was clear: Organizations that fail to fully leverage the capacity and capability of transformative AI will face the same fate as those who dismissed the internet as a "passing fad." The credit union and CUSO movement cannot afford this hesitation.
This is not a pitch. This is a working session.
Leave the decks and high-level claims behind. Bring your laptop and prepare for the most valuable hour you will spend at the NACUSO conference. John Wingate will personally demonstrate the powerful, free, and accessible AI tools that BankSocial CUSO uses daily. Credit union and CUSO attendees will be guided through a practical, hands-on workshop designed to provide immediate leverage on the information and challenges they encounter every day using the tools you already have access to.
We are flipping the traditional conference model on its head. Our goal is simple: You will leave this session and immediately 10x your capacity without spending a single dime on new software or consulting.
Workshop Tracks
Attendees will participate in a hands-on learning environment. John & team will work the room, providing both group and individual guidance to ensure every participant gains mastery of the tools they already have available. Some example use cases could be:
| AI Project Example | Focus & Immediate Takeaway | Target Audience |
| Project & Program Management AI |
Leveraging AI to streamline project planning, generate detailed project briefs, perform risk analysis, and automate stakeholder communication. Takeaway: Attendees will create an AI-generated, fully structured project plan for a current initiative. |
Program Managers |
| General AI for Credit Union Use |
Practical AI applications for daily tasks, including generating policy drafts, summarizing complex regulatory documents, developing effective communication strategies, and immediate information retrieval. Takeaway: Attendees will learn to instantly transform a lengthy document into a concise executive summary and a 3-point action plan. |
All Credit Union Employees Marketing Teams HR Compliance Officers General Leadership |
Learn more about presenter: John Wingate