Day 2 Lunch Sessions

Session 1

CU Power: Proving Credit Union Impact in a Data-Driven World

Credit unions have always changed lives. The challenge today isn’t the mission—it’s proving the impact.

In an environment shaped by AI, regulatory scrutiny, and increasing pressure to justify their relevance, credit unions and CUSO must move beyond stories alone and demonstrate measurable, credible evidence of the difference they make.

This session introduces CU Power, a practical framework designed to help credit unions and their CUSO translate everyday financial data into clear indicators of member and community well-being.

Participants will learn how to:

  • Define and measure impact using real financial behavior—not assumptions

  • Translate ACH and transaction data into meaningful “signals” of stability, stress, and progress

  • Connect credit union activity directly to member outcomes and community value

  • Build a simple, repeatable structure to demonstrate impact to boards, regulators, and policymakers

Takeaway:
Each participant will leave with a CU Power Impact Template—a practical tool to begin measuring and communicating their organization’s impact immediately.

Learn more about presenter: Anne Legg.

Session 2

From Referrals to Results: Real CU Integration Strategies

Come join a great panel discussion with credit union insurance program managers as they talk about what it really takes to integrate a CU-owned insurance agency into the member experience—from building branch relationships and creating “warm transfer” moments that turn referrals into results, to training and motivating frontline teams with clear goals, incentives, and feedback loops. Panelists will share the systems and workflows that make it measurable. Bring your appetite and questions.

Learn more about presenter: Nick Bloxham