Day 3 Breakout Sessions
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Estate Planning in Credit Unions: What Works, What Fails, What Next
Estate planning shows up on plenty of roadmaps, yet many credit unions still struggle to turn it into durable member value. This session aims to surface the hard truths and the workable paths forward. Cody Barbo, Co-Founder and CEO of Trust & Will, will facilitate a candid discussion on what has actually worked across credit unions, where efforts have stalled, and how to align on member outcomes first, then choose the technology that serves them. We will examine delivery models side-by-side, including partnerships and CUSO participation, and weigh the trade-offs in governance, compliance, operational lift, data stewardship, and measurable ROI.
To ground the conversation, Cody will reference Trust & Will’s experience supporting programs at scale and the 2025 Curql investment as a case study in alignment between fintech and the credit union ecosystem, not as a product showcase. The intent is to challenge assumptions, invite disagreement, and leave attendees with tools they can use the day they get home.
Attendees will walk away with a plain-English rubric for deciding whether to launch, expand, or sunset an estate planning benefit; a checklist for board and risk partners; and a 90-day field-test plan that measures real member impact rather than vanity metrics. No pitches. Just the work.
Learn more about our presenter: Cody Barbo.
The Future of Fintech-CU Collaboration: Lessons from the Front Lines
As fintech innovation accelerates, credit unions face a critical challenge — how to evaluate, integrate, and scale new technologies without losing their cooperative identity or member focus. This session brings together three emerging fintech leaders actively partnering with credit unions to modernize lending, marketing, and member engagement.
Through a candid panel discussion moderated by Ben Rempe, Founder of Limitless Growth Guild, attendees will hear firsthand from innovators who are navigating go-to-market challenges, compliance hurdles, funding pressures, and the unique dynamics of serving credit unions versus traditional banks.
Together, we’ll explore what’s working, what’s not, and what the future of collaboration looks like when fintechs and credit unions approach partnership as co-creation rather than procurement. Expect real examples, honest dialogue, and actionable takeaways from leaders shaping the next wave of fintech-CU success stories.
Learn more about our presenter: Ben Rempe, Alok Datta, Scott Venerable, Karan Bhalla.
Scaling with CUSOs to Broaden Member Reach – How Indirect Lending Empowers Credit Unions
In an era of growing consolidation, many credit unions are facing existential questions: How can we compete? How do we grow loans? How do we stay relevant? This panel explores how indirect lending, often seen as a resource-intensive program, can actually assist credit unions in these areas while decreasing fixed costs, overhead etc.
Join leaders from FocusOne Auto and several forward-thinking CUSOs and credit unions as they share real-world insights on how a scalable, outsourced indirect lending model can help institutions grow their loan portfolios, diversify risk, and better serve their communities — all without needing to merge or overextend internal capacity.
Learn more about presenters: John Riley, T.W. Jolly, Sr., Kurt Howard, and Bob Brant