Day 3 Breakout Sessions

Session 1

The Collaboration Play: How Diverse CUSOs Win Together

What happens when a group of CUSO CEOs, each running a completely different kind of business, decides to stop competing and start collaborating? You get something remarkable: a circle of trust, fresh ideas and exponential growth.


Meet the CUSO Cousins Roundtable, a peer group of a dozen-plus CUSO leaders who meet each month to trade insights, ask hard questions and open doors for one another. Their secret isn’t just that they collaborate; it’s how they do it. Each CUSO brings something unique to the table, from ServiStar’s high-touch leadership consulting to TruTreasury’s specialized managed services to Storyfi’s creative storytelling for the financial services world. They’re intentionally different, which makes their conversations richer and their connections stronger.

In this session, you’ll hear the story of how this group came together, what they’ve learned from each other and how their mix of diverse strengths has fueled unexpected partnerships and real business results. You’ll walk away rethinking what collaboration could look like for your CUSO and how “playing together” might just be the smartest strategy in your playbook.

 Learn more about our presenters: Nick Olexa, Taylor Murray, and John Ballantyne

Session 2

Session TBD

More information to come on an insurance track.

Session 3

Session TBD

More information to come.