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Annual Meeting

May 24-26

Williamsburg Lodge

Williamsburg VA


Featured Speakers


Carrie Hunt


Virginia Credit Union League

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Aaron Long

Head of Sales 

Zest AI

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Daniel Schleitweiler

Assistant VP | Risk Management 

Cooperative Business Services, LLC 

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Mark Sievewright

Founder & CEO

Sievewright & Associates

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Stephanie Wade

Founder & CEO


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Stephen Rick

Director, Chief Economist

 CUNA Mutual Group

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James Bullard

Senior Consultant | Risk & Compliance Solutions

CUNA Mutual Group 

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Christina Landes

Lead Consultant

HR Reliance

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Elissa McCarter LaBorde 

President & CEO

World Council of Credit Unions

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Becky Summers

Thought Leadership & Strategic Guidance


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Tim Dodds

Financial Analyst


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Breakout Sessions

Best Practices in Commercial Risk Management 

Presented by: Daniel Schleitweiler, CUERME - Assistant Vice President | Risk Management Cooperative Business Services, LLC 

Rising rates and inflation could cause collateral values to suffer and highly leveraged borrowers to default. So, what’s hiding in your commercial loan portfolio could cause a shift in risk. This breakout session will focus on understanding how these and other economic factors play into risk management oversight, including best practices in stressing your portfolio. Join Dan Schleitweiler to learn more about this hot topic and more.  

AI-Driven Resilience: Member-Focused Lending for Credit Unions in Any Economic Climate

Presented by: Aaron Long, Head of Sales, Zest AI (CMFG Ventures Portfolio Companies) 

With high inflation and an uncertain economic climate, credit unions across the country are lent out and looking for smarter lending processes so that they can keep lending to their members when they face financial hardship. What does it take to ensure you’re there for your members when the hard times hit? And what do you want for your members when the economy is prosperous?


In this session, we’ll review data from members on what they want from their credit unions during a recession and will share insights and learnings from decisions made during past harsh financial climates. You'll learn how with AI-automated underwriting, credit unions can make smarter, more inclusive and efficient lending decisions in good times or bad.

Emerging Risk Outlook 

Presented by: James Bullard, CUNA Mutual Group 

Keeping ahead of the complex array of ever-changing risks, compliance issues, and industry regulations that are impacting credit unions requires keen awareness, effective preparation, and loss control scrutiny. When risk management is effective, typically nothing bad happens. But, if you’re blindsided by a problem, your credit union reputation takes the hit. Don’t let not knowing which emerging risks are around the corner take the blame. While each credit union has its own unique risk footprint, this Emerging Risks Outlook introduces risks and trends that should be on your radar.

Managing Teams Who Are Out of Sight,
Not Out of Mind!

Presented by: Christina Landes, HR Reliance

For credit unions, we have struggled for a long time to build fairness and flexibility into workgroup schedules even when everyone was on-site.  The pandemic made remote work not only a reality but a viable option as leaders were forced to implement creative solutions for providing ongoing support to their members. Credit union leaders are now faced with the unique challenge of managing remote and hybrid employees while balancing the needs of employees who provide crucial member-facing services for the community. This session will help you navigate these complex workplace trends so that the employees and leaders are engaged, connected and productive.

Keynote Addresses 

Virginia, the Nation and the World:  Three Perspectives

Featuring : Featuring: Robert Bohannon - Hunton Andrews Kurth 

Carrie Hunt- Virginia Credit Union League, Daniel Tucker - State Corporation Commission, Elissa McCarter LaBorde – World Council of Credit Unions, Alex Shelton – FRB Richmond 

Credit unions in Virginia and beyond operate on a worldwide, national and local stage.  This panel will discuss the political and governmental arena on all fronts.  Key issues include the super-charged and changing politics in Virginia, the impact of the government on liquidity and the economy and how the world’s credit unions have lessons for those state-side.

U.S. Economic Outlook & Its Impact on CUs  

Presented by: Steven Rick, Director, Chief Economist – CUNA Mutual Group 

The U.S. economy is experiencing historic demand and supply shocks leading to the highest inflation in 40 years. The Federal Reserve has raised interest rates at the fastest pace in 40 years. What will higher interest rates do to the economy in 2023 and beyond? Are fundamental changes in the jobs market apt to cause long-term labor shortages and wage pressures?  Explore the possible paths of the economy and what impact it will have on credit union balance sheets and income statements for the next two years.  

Using Innovation to Improve the Member Experience 

Presented by: Stephanie Wade, Founder & CEO of Ascendant 

Member experience is everything. You’ve no doubt focused on optimizing your member experience, ensuring  that every member touchpoint delivers an experience that adds value and builds loyalty. But optimization is table stakes these days. Credit unions that really want a competitive edge are laser-focused on introducing innovation into the member experience, creating those “wow” interactions with members that build the brand, drive growth and create member ambassadors willing to share their experiences.

The Strategic Imperatives Necessary to Future-Proof Your Credit Union

Presented by: Mark Sievewright, Sievewright & Associates 

From developing your talent pool to finding the right digital strategy, Mark leverages decades of experience as an industry leader to offer a unique, insightful blueprint of what every credit union needs to address to ensure their success.

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