Agenda
Day 1
Monday, Apr 27
Day 2
Tuesday, Apr 28
Day 3
Wednesday, Apr 29
Day 4
Thursday, Apr 30
7:00 AM - 2:00 PM
Golf
Meet the test of an outstanding course amid the natural beauty of the Florida woodlands at Disney's Palm Golf Course.
10:00 AM - 2:30 PM
Exhibitor Set-Up
11:00 AM - 6:00 PM
Conference Check-In
1:30 PM - 2:00 PM
Welcome and Annual Meeting
2:00 PM - 2:45 PM
CUSO Hot Topics
A fan-favorite session every year, we'll dive into the most pressing issues shaping the industry today. Panelists from Messick Lauer & Smith P.C. will break down key market, regulatory, and legal trends, providing expert insights into the challenges and opportunities ahead. Presenter: Brian Lauer & Team
2:45 PM - 3:15 PM
Why a Credit Union Builds a CUSO
Discover the story behind Maps’ CUSO journey—why CUSO development became a strategic priority, how opportunities were evaluated, and what it takes to successfully venture beyond a credit union’s core mission. Attendees will gain insight into both the financial and strategic returns achieved, along with candid lessons learned along the way. Presenter: Mark Zook
3:15 PM - 3:30 PM
Refreshment Break
3:30 PM - 4:10 PM
Breakout Sessions
Join one of our three breakout sessions.
4:15 PM - 5:00 PM
Breakout Sessions
Join one of our three breakout sessions.
5:30 PM - 7:00 PM
Welcome Reception
7:00 AM - 8:30 AM
Breakfast
8:30 AM - 9:00 AM
NACUSO Welcome Message
Join us and hear NACUSO's new CEO, Randy Salser, welcome attendees to the conference.
Opening Keynote: 9:00 AM - 10:00 AM
Unleash the AI Flywheel: Leverage AI and Amazon's Principles to Win in the AI Era
Discover Amazon’s systematic approach to innovation through a roadmap for any company looking to drive breakthrough ideas and sustained growth. Gain a deep understanding of Amazon’s 'Working Backwards' methodology, its leadership principles, and decision-making strategies that fuel continuous innovation. Presenter: Trent Gillespie.
10:00 AM - 10:30 AM
Refreshment Break
Hosted in the Partner Pavilion.
Advocacy Panel: 10:30 AM - 11:30 AM
Advocacy in Action: Navigating the Regulatory & Legislative Landscape
Explore key regulatory pressures, legislative priorities on Capitol Hill, and the evolving role of advocacy in protecting and advancing the credit union and CUSO ecosystem. Presenters: Dennis Dollar, Brian Lauer, Greg Mesack, Zach Pfister, and Jason Stverak.
Accelerator Panel: 11:30 AM - 12:00 PM
Fintech Accelerators: How Credit Unions Compete in a $Billion Innovation Race
Attendees get a behind-the-scenes look at how accelerator programs identify, develop, and scale fintech solutions designed specifically for credit unions. Presenters: Dustin Binns, McKaye Black, Filip Danielewicz, Rowan Hume, Jim Ryan.
General Keynote: 1:30 PM - 2:15 PM
AI: What's Here, What's Coming, and What You Can Do
AI is no longer a future concept—it’s already reshaping how organizations operate, compete, and serve their customers. Let's cut through the hype and explore what’s real today, what’s rapidly approaching, and what it all means for leaders. Presenter: Kevin Roose, New York Times Bestselling Author
2:15 PM - 2:45 PM
Refreshment Break
Hosted in the Partner Pavillion.
2:45 PM - 4:00 PM
Next Big Idea Competition
NACUSO’s Next Big Idea competition helps identify and nurture innovative concepts that will help our industry grow and thrive; starting to build tomorrow – today.
4:15 PM - 5:30 PM
Hospitality Reception
Hosted in the Partner Pavilion.
5:30 PM
Dinner on Your Own
7:30 AM - 9:00 AM
Breakfast
9:00 AM - 9:25 AM
CUSO of the Year Awards Celebration
Join us as we celebrate two CUSOs that have added value to their members, created an innovative solution to a problem, reduced operational costs, and increased income.
Opening Keynote: 9:30 AM - 10:30 AM
The US Economy: Tariffs, Taxes and Treasuries
Interested in a financial overview and outlook of the economic environment? Attend and discuss thoughts on how all four parts of GDP will perform, what changes are in store for the softening labor market, the path of inflation, the thinking of the Federal Reserve, the likelihood of a near-term recession, and much more. Presenter: Elliot Eisenberg, The Bowtie Economist
10:30 AM - 11:00 AM
Refreshment Break
Hosted in the Partner Pavillion.
Panel Discussion: 11:00 AM - 11:45 AM
Powering Influence Through Investment
As credit unions move from technology owners to strategic minority investors, and fintechs look to credit unions for differentiated capital and distribution, success depends less on adopting traditional VC or PE norms and more on understanding the distinct rules of engagement that govern this ecosystem. Discover a clear, pragmatic framework for navigating those rules—helping both credit unions and fintechs form partnerships that are strategically aligned, operationally sound, and built to endure.
1:15 PM - 2:00 PM
Breakout Sessions
Join us for one of three breakout sessions.
2:00 PM - 2:30 PM
Refreshment Break
Hosted in the Partner Pavillion
2:30 PM - 3:15 PM
Breakout Sessions
Join us for one of three breakout sessions.
3:30 PM - 4:15 PM
Breakout Sessions
Join us for one of three breatout sessions.
4:15 PM - 5:00 PM
Keynote Presentation
Sarah Bang, NCUA Chief of Staff and Senior Advisor to Chairman Hauptman
5:00 PM - 6:00 PM
Hospitality Reception
Hosted in the Partner Pavilion
6:00 PM
Exhibitor Tear Down
Transformation Thursday: Accelerator Showcase
Join us to learn more about what the industry’s leading fintech accelerators are working on. Delivered in partnership with Conquer, Converge, Curql, Filene, Circuit (MDC), and Trustage will give you a sneak peek at what is on the horizon for your institution with 18 4-minute presentations, in a rapid-fire format, about the products/services these accelerators are working to bring to the credit union industry.
7:30 AM - 8:30 AM
Breakfast
8:30 AM - 8:40 AM
What is an Accelerator?
Discover more about accelerators, their purpose, composition, and operational model.
8:40 AM - 10:15 AM
Accelerator Showcase
Join us for 18 4-minute presentations in a rapid-fire format about the products/services that industry accelerators are working to bring to the credit union market.
10:15 AM - 10:30 AM
Refreshment Break
10:30 AM - 12:15 PM
Meetings
Dual opt-in meetings with hosts and participants
12:15 PM
