Agenda

Day 1

Monday, Apr 27

Day 2

Tuesday, Apr 28

Day 3

Wednesday, Apr 29

Day 4

Thursday, Apr 30

Disney's Palm Golf Course

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.

Set Up

10:00 AM - 2:30 PM

Exhibitor Set-Up

Yacht_Club_lobby

11:00 AM - 6:00 PM

Conference Check-In

business laptop and microphotone at podium on seminar conference education

1:30 PM - 2:00 PM

Welcome and Annual Meeting

Brian Lauer Crop

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

Mark Zook Headshot

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

Break

3:15 PM - 3:30 PM

Refreshment Break

Breakout Session Room

3:30 PM - 4:10 PM

Breakout Sessions

Join one of our three breakout sessions.

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4:15 PM - 5:00 PM

Breakout Sessions

Join one of our three breakout sessions.

Group of happy young people drink wine  at party disco restaurant

5:30 PM - 7:00 PM

Welcome Reception

Breakfast

7:00 AM - 8:30 AM

Breakfast

Randy Salsar Headshot

8:30 AM - 9:00 AM

NACUSO Welcome Message

Join us and hear NACUSO's new CEO, Randy Salser, welcome attendees to the conference.

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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.

Break

10:00 AM - 10:30 AM

Refreshment Break

Hosted in the Partner Pavilion.

NACUSO Advocacy Update

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.

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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.

Lunch

12:00 PM - 1:30 PM

Collaboration Lunch

Join one of our lunch and learn sessions.

Kevin Roose

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

Break

2:15 PM - 2:45 PM

Refreshment Break

Hosted in the Partner Pavillion.

Goodbuy_Next Big Idea

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.

Reimagine Conference

4:15 PM - 5:30 PM

Hospitality Reception

Hosted in the Partner Pavilion.

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5:30 PM

Dinner on Your Own

Breakfast

7:30 AM - 9:00 AM

Breakfast

Tru Treasury CUSO Of Year

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.

Eliott Eisenberg

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

Break

10:30 AM - 11:00 AM

Refreshment Break

Hosted in the Partner Pavillion.

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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.

Lunch

11:45 PM - 1:15 PM

Collaboration Lunch

Join one of our lunch and learn sessions.

NACUSO2023-0083-768x512

1:15 PM - 2:00 PM

Breakout Sessions

Join us for one of three breakout sessions.

Break

2:00 PM - 2:30 PM

Refreshment Break

Hosted in the Partner Pavillion

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2:30 PM - 3:15 PM

Breakout Sessions

Join us for one of three breakout sessions.

Reimagine

3:30 PM - 4:15 PM

Breakout Sessions

Join us for one of three breatout sessions.

Sarah Bang Cropped

4:15 PM - 5:00 PM

Keynote Presentation

Sarah Bang, NCUA Chief of Staff and Senior Advisor to Chairman Hauptman

Reimagine Conference

5:00 PM - 6:00 PM

Hospitality Reception

Hosted in the Partner Pavilion

Tear Down

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.

Breakfast

7:30 AM - 8:30 AM

Breakfast

Reimagine Icon

8:30 AM - 8:40 AM

What is an Accelerator?

Discover more about accelerators, their purpose, composition, and operational model.

Reimagine

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.

Break

10:15 AM - 10:30 AM

Refreshment Break

Reimagine Icon

10:30 AM - 12:15 PM

Meetings

Dual opt-in meetings with hosts and participants

Epcot

12:15 PM

Conference Concludes

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