Reimagine Agenda

7:00 am - 3:00 pm

Golf Event: Wynn Golf Club

Wynn Golf Club with consecutive tee-times beginning at 7:30 am

10:00 am - 4:30 pm

Exhibitor Set-up in Collaboration Exhibit Lounge

11:00 am - 7:00 pm

Conference Check-In | Information Desk

11:30 am - 12:45 pm

NACUSO Board & Partner Appreciation Luncheon

Private Invite Only for Platinum & Gold Partners

12:55 pm - 1:55 pm

NACUSO Board Meeting

2:00 pm - 2:30 pm

New Attendee Orientation & Annual Meeting

Miriam Ackerman, NACUSO President & CEO

2:30 pm - 4:00 pm

Reimagine Solutioning

Miriam Ackerman, NACUSO President & CEO

At Reimagine 2025, we’re flipping the traditional conference model on its head. Instead of passive listening, these dynamic, interactive sessions are designed to tackle real challenges, foster collaboration, and drive meaningful solutions.

Come with your biggest obstacles, your “why” and your “how” to engage in focused discussions, share insights, and connect with the right partners and peers to move from pain points to progress. Through guided conversations, leave not just with ideas—but with actionable next steps and valuable industry relationships.

Show up ready to engage, collaborate, and reimagine how we solve problems—together.

4:00 pm - 4:30 pm

Curious Conversation

After diving deep into solutioning, this quick-hit session brings everything full circle. Participants will share their biggest insights, next actions, and shared challenges—turning conversations into commitments.

4:30 pm - 5:00 pm

Growth Solutions Showcase - Insights, Not Pitches

Presentations by: Bankjoy and BankSocial

Gain a behind-the-scenes look at how two organizations identify challenges, develop solutions, and drive credit union growth. No sales pitches—just real insights, best practices, and strategies to help your credit union thrive.

5:00 pm - 6:30 pm

Collaboration Lounge: Sneaker Ball Opening Reception

We show up in our work clothes—because the work we do matters. But tonight, we trade the dress shoes for sneakers, ready to kick it with the peers, partners, and friends we’ll be building relationships with all week long.

7:30 am - 6:00 pm

Conference Check-In | Information Desk

7:30 am - 9:00 am

Collaborating Breakfast & Partner Connection Roundtables (Topic Tables)

9:00 am - 9:30 am

Reimagine Welcome

Miriam Ackerman, NACUSO President & CEO

Let’s explore a fresh perspective on how to engage, collaborate, and connect at Reimagine. We'll set the stage for rethinking traditional conference experiences, encouraging attendees to approach conversations, sessions, and networking with curiosity, openness, and a problem-solving mindset. Learn how to conference differently—lean into discussions, challenge assumptions, and maximize every opportunity to build meaningful connections and drive real impact.

9:30 am - 10:30 am

Mega Experience: Unleash Your Curiosity - Part 1

Sponsored by: Clutch

Diana Kander, NYT Best-selling Author, Entrepreneur, Forbes Contributor, and a Senior Fellow at Kauffman Foundation

Discover how curiosity fuels growth and innovation. Diana challenges leaders to look beyond past successes, uncover blind spots, and foster a culture of exploration. Walk away with actionable strategies to inspire fresh thinking and drive meaningful change.

10:30 am - 11:00 am

Collaboration Lounge Open

11:00 am - 12:00 pm

Experience Lab: Unleash Your Curiosity - Part 2

Dr. Brandi Stankovic, Mitchell Stankovic and Associates

Building on Diana Kander’s exploration of curiosity, this hands-on, interactive session will help you bridge the gap between ideas and action.

Dr. Brandi Stankovic challenges credit union leaders to push beyond the status quo, uncover hidden opportunities, and foster innovation and collaboration in a high-energy, interactive experience. Walk away with actionable strategies to drive innovation, elevate your leadership, and strengthen collaboration, sparking transformative change in your credit union.

11:00 am - 12:00 pm

Mortgage Lending Roundtable

Join the Mortgage Services Advisory Committee for an informal roundtable conversation focused on trends, challenges, and collaboration opportunities in the mortgage lending space. An open forum for peer exchange and strategic dialogue.

12:00 pm - 12:30 pm

Growth Solutions Showcase

Presented by: LemonadeXLP and Silvur

Gain a behind-the-scenes look at how two organizations identify challenges, develop solutions, and drive credit union growth. No sales pitches—just real insights, best practices, and strategies to help your credit union thrive.

12:30 pm - 1:45 pm

Collaborating Luncheon & Troublesome Table Topic Roundtables

12:45 pm - 1:25 pm

Roundtable Insurance Services Lunch

12:45 pm - 1:30 pm

Lunch Session: Collaborative Innovation Sprint: Solving for Small CU Challenges

1:25 pm - 2:30 pm

Insurance Services: Artificial Intelligence “The Perfect Employee”

1:45 pm - 3:30 pm

Collaboration Lounge Open

1:45 PM - 2:30 PM

Hot Topics for CUs and CUSOs

A fan-favorite session every year, Hot Topics for Credit Unions & CUSOs dives 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.

2:40 PM - 3:25 PM

Regulatory Insights & Updates on World Events with Dennis Dollar

Join industry expert Dennis Dollar for a fast-paced, insightful session on the latest regulatory developments impacting credit unions and CUSOs. From NCUA priorities to emerging legislation and global economic shifts, Dennis will break down what matters most—and what’s coming next. Walk away with timely updates, strategic context, and a clearer view of how world events could shape the future of our industry.

2:40 PM - 3:25 PM

Business Lending Trends, Challenges, and Opportunities

Whether you're part of an MBL CUSO, a lending credit union, a technology provider, or considering entering the space, this session offers valuable perspectives and networking connections. Facilitated by Mark Cox of Innovative Business Solutions CUSO, this is an interactive discussion on key Member Business Lending (MBL) trends, challenges, and opportunities.

3:30 pm - 5:00 pm

Next Big Idea Competition

Sponsored by: Velera
Presenters: chexRay, Coverbase, Goodbuy, Metallicus, Scamnetic and Traduality
Panelists: Alix Patterson, Eric Berg, Saisi Peter

Witness the credit union industry's most exciting innovations as finalists pitch their groundbreaking ideas live. With increased support for winners, including cash prizes, mentorship, and promotional opportunities, this year’s competition is bigger than ever!

5:00 pm - 6:00 pm

Collaboration Lounge Open

6:00 pm - 7:30 pm

Private Partner Reception: RSVP Required

7:30 am - 6:00 pm

Conference Check-In | Information Desk

7:30 am - 9:00 am

Collaborating Breakfast & Partner Connection Roundtables

7:45 am - 8:45 am

Breakfast Session: Using Collaborative Business Models to Transform Challenges into Opportunities

Guy Messick, NACUSO Business Services | Kirk Drake, CU 2.0 | Mitchell Amsler, CU Capital Management

Raising capital is hard, liquidity is tight, and permissible investment yields are terrible.

We will discuss (1) how sale/leaseback transactions with CUSO buyers have enabled credit unions to obtain significant and instant liquidity and capital increases, (2) lending strategies to multiply that liquidity and capital, and (3) other possible uses for the liquidity and capital. For credit union investors in CUSOs purchasing the real estate, we will show a long term, sustainable and growing investment income stream that is substantially more than under other permissible investments.

7:45 am - 8:45 am

CEO Only Breakfast Session: A Day in the Life

Dan Sutton, CEO of Kemba Credit Union and Matt Oakley, COO of Iowa Credit Union League

Kick off your morning with a candid, behind-the-scenes look at the real-world challenges and opportunities facing today’s credit union, CUSO, and fintech CEOs. From board engagement and innovation roadblocks to resource management and member expectations, hear firsthand how your peers are tackling their toughest issues.

9:00 am - 9:30 am

CUSO Awards Presentation

Celebrate excellence in innovation and collaboration as we honor the industry's top performers with the CUSO of the Year and New CUSO of the Year awards. Recognizing those driving impact and shaping the future of credit unions!

9:30 am - 10:40 am

Mega Experience: Fire Drills for the Future Real-World Workshop - Part 1

Rebecca Ryan, APF, Next Generation Consulting, Inc.

Remember elementary school fire drills? You practiced staying calm during an emergency. Well buckle up, NACUSO, because we’re going to play a tabletop game to practice challenging, expectable, and surprisingly successful futures for credit unions. Facilitated by credit union member, economist and top-50 professional futurist Rebecca Ryan, APF, this real-world workshop will pit teams against plausible disruptions (good and bad!) that credit unions may encounter. Which team will be the most resilient? Creative? What new learning emerges when we practice with alternative futures?

10:30 am - 11:00 am

Collaboration Lounge Open

11:00 am - 12:00 pm

Mega Experience: Fire Drills for the Future Real-World Workshop - Part 2

Rebecca Ryan, APF, Next Generation Consulting, Inc.

You’ve explored future disruptions—now it’s time to put your insights into action. In Part 2 of this highly interactive workshop, Rebecca Ryan will guide teams through a deeper scenario planning exercise, challenging you to apply creative thinking, strategic resilience, and collaboration under pressure.

12:00 pm - 12:30 pm

Growth Solutions Showcase

Presentations by: ASAPP Financial Technology and Saris AI

Gain a behind-the-scenes look at how two organizations identify challenges, develop solutions, and drive credit union growth. No sales pitches—just real insights, best practices, and strategies to help your credit union thrive.

12:30 pm - 1:45 pm

Collaboration Luncheon & Partner Connection Roundtables

12:45 pm - 1:30 pm

CEO Only Lunch Session: Human Up: Rethinking Member-Centricity as a Strategic Growth Engine for Credit Unions, Fintechs & CUSOs

Samantha Paxson

In a landscape shaped by disruption and rising consumer expectations, thriving credit unions are reimagining member-centricity not as a philosophy—but as a growth strategy. In this focused, insight-rich session, fintech transformation strategist Samantha Paxson reveals how a human-centered approach to innovation unlocks new business models, accelerates digital transformation, and drives meaningful growth across credit unions, CUSOs, and fintech partners. This isn’t about personalization as a feature—it’s about building your organization around your member.

💡 What You’ll Learn

●  Member Understanding as a Strategic Edge: How behavioral intelligence shapes the future of product, experience, and growth.

●  Designing Digital—Human First: Frameworks to align transformation efforts with real member outcomes.

●  The Collaborative Model of the Future: Why CUs, fintechs, and CUSOs must align around shared values and member well-being.

Leave with practical insights to make your transformation efforts more human, measurable, and effective. Whether you’re scaling partnerships, leading a CUSO, or navigating change, this session offers clarity and challenge. Because when technology is the baseline, humanity becomes your edge.

12:45 pm - 1:30 pm

Lunch Session: CUSO Playbook - How to Speak Credit Union

John Ainsworth, Metallicus | LeAnn Case, St. Cloud Financial Credit Union | Ray Crouse, President of Skyla Financial Solutions

Successful collaboration between CUSOs and credit unions starts with understanding the language of the industry. This session is a practical learning opportunity designed to help CUSO leaders and partners better navigate conversations with credit unions, ensuring alignment, trust, and effective relationship-building.

What do credit unions really mean when they say they are focused on “safety and soundness”? How do you translate a credit union’s priorities, timelines and challenges into meaningful solutions? This session will break down key terminology, cultural nuances, and communication strategies to help CUSOs engage more effectively, bridge gaps, and speak the language of credit unions with confidence.

1:45 pm - 3:30 pm

Collaboration Lounge Open

2:40 PM to 3:35 PM

Insurance Services: Diversify Your Income

Panel Discussion / Case Study focused on four different ways credit unions can diversify their income through insurance.

2:40 PM to 3:35 PM

Strength in Unity: The Evolving Role of Advocacy

Brian Lauer , Messick Lauer & Smith | Gordon Holzberg, America’s Credit Unions | John Kolhoff, NASCUS | Jason Stverak, DCUC | Zach Pfister, Brownstein

In a rapidly shifting regulatory landscape, collaboration between leagues, credit unions, CUSOs, and policymakers has never been more critical. This session will bring together key advocacy leaders to explore the evolving role of leagues in shaping policy, protecting industry interests, and driving meaningful legislative change.

3:30 PM to 4:15 PM

Market Update with Cetera's Chief Investment Officer, Gene Goldman

As economic forces continue to shift, what should credit union and CUSO leaders be watching—and how should they prepare? Join Gene Goldman, nationally recognized economist and Chief Investment Officer at Cetera Financial Group, for an engaging and candid update on the state of the economy and financial markets.

4:15 pm - 5:00 pm

Reimagining Solutioning

5:00 pm - 6:00 pm

Collaboration Lounge: Hospitality Reception

8:30 pm - 11:30 pm

Advocacy Fundraiser & Dare-eokie

Turn up the fun—and the fundraising—at Dare-eoke, where you can dare others to take the stage, accept a challenge yourself, or nominate a group to belt it out—all for a great cause! Every bid and brave performance raises funds for the NACUSO Advocacy Fund, fueling the future of credit union collaboration. Get ready for a night of unforgettable performances, friendly competition, and big impact!

Want to call the shots all night? Make a $900 donation for a VIP Dare-eoke ticket and enjoy total control: unlimited dares, the ability to deny any dare without matching the amount, and VIP treatment. You'll even receive a magic disco ball—your symbol of ultimate VIP advocacy power!

7:30 am - 9:00 am

Collaboration Breakfast

Start the day with a Collaboration Breakfast connecting with top innovators and leaders.

8:00 am - 9:00 am

Grow Your Credit Union Podcast

Dive into powerful discussions that will challenge perspectives and spark action.

9:00 AM - 9:30 am

Accelerate Google Hackathon

John Wingate, BankSocial and Becky Reed, BankSocial and Hackathon Winner

9:30 AM - 12:00 pm

T2 Kick-Off with Zach Christensen, Mitchell Stankovic & Associates

Reimagining Credit Union Impact: Breaking News… CUs Stage a Takeover

Sue Mitchell, CEO at Mitchell Stankovic & Associates & Rachel Morrissey, Head of Content at Money20/20

Breaking news… Mitchell Stankovic & Associates and Money20/20 announce partnership to promote the credit union difference and create vibrant, well-crafted experiences rooted in a cooperative spirit! What does this mean for CUSOs? It’s an opportunity to reach over 12,000 fintech leaders who are changing the financial ecosystem.  Transforming “vendors to valued partners” is key to the future for over 400 million members of credit unions worldwide.  Join us to learn how CUs Stage a Takeover of the 2025 Money20/20 USA Show!

When Collaboration Requires You to CUSS™: An Underground Panel

Moderator: Nick Evens, Curql
Panel: Jay Mossman, AKUVO; Phil Dupree, Origence; Sam Das, TruStage Ventures and Melanie Munsey, Credit Unions First

The world is more connected than ever before, yet our collaborative superpower is fading. The concept of Credit Union Shared Services is far from a new idea but innovating how collaboration works in the digital world is! Learn more about the Underground’s CUSS™ ideology and the belief that CUSOs and Business Partners must reimagine cooperation amongst cooperatives (and non-cooperatives).

Growth Isn’t a Product Mindset

Samantha Paxson, Founder of Power & Light Collaborative and Advisor-in-Resident, Ernst & Young

Growth is on the mind of every leader within the credit union industry. What is it going to take and where can credit unions and CUSOs find new possibilities? Samantha Paxson, Founder of the Power & Light Collaborative and EY Advisor-in-Residence will join EY’s Abby Junior to share why your mindset must shift from product to a human-centric strategy that fosters innovative growth.

Refreshment Break

Leadership Reimagined: CEOs Embrace Change

Moderator: Barb Lowman, President, CSS
Panel: Eric Berg, DNT BLNK; Liz Winninger, Xtend; Bill Butler, Kachinga; and Jennifer Oliver, Rize CU

We know change is happening always, in all ways. This requires proactive adaptation from our credit union leaders to not only expect the unexpected but to realign strategy quickly and remove fear of the unknown. CEOs who are innovators will share how to create a culture that anticipates change and collaborates with their partners to build solutions that enhance the member experience, in real time!

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