Agenda
Conference Agenda:
*Subject to change*
Monday, September 29 |
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9:00am - 10:00am
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Registration/Breakfast (Cypress C) |
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10:00am - 10:30am |
Association Update William J. Mellin, President/CEO, New York Credit Union Association
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10:30am - 11:45am |
Facilitated Dialogue Facilitated by Zach Ogden, Director of Member Engagement, New York Credit Union Association
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| 11:45am - 12:15pm |
Redefining the Branch: Purpose, Presence, and the Future of Member Engagement Glenn Grau, Executive Vice President Sales, PWCampbell This session explores how modern credit union branches are evolving to drive member acquisition, enhance experience, and strengthen community presence. Learn how hybrid banking models, purposeful branch design, and local engagement strategies are turning branches into powerful tools for growth and relationship-building. Special emphasis will be placed on how credit unions working with tighter budgets—can still stay competitive and relevant. We'll discuss low-cost refresh strategies instead of full-scale renovations, as well as affordable interactive technologies that can elevate member experience without breaking the bank. Discover creative, budget-conscious ways to make your branch network more efficient, relevant, and impactful in today’s digital-first world. |
| 12:15pm - 1:00pm |
Lunch
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| 1:00pm - 1:15pm |
TruStage Update Chris Guild, Director of Lending Solutions, TruStage
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| 1:15pm - 1:30pm |
Alloya Corporate FCU Update Amy Piche, Account Executive, Alloya Corporate FCU
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| 1:30pm - 3:30pm |
Facilitated Dialogue Continues Facilitated by Zach Ogden, Director of Member Engagement, New York Credit Union Association
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| 3:30pm - 4:30pm |
CU-Vendor Connect
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| 5:00pm - 8:00pm |
Cocktail Reception and Dinner (Cypress AB)
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Tuesday, September 30 |
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| 8:00am - 8:30am |
Breakfast (Cypress C)
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| 8:30am - 9:00am |
OwnersChoice Funding Update William Bywater, COO, OwnersChoice Funding and Angela Bornt, Vice President Loan Acquisition, OwnersChoice Funding
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| 9:00am - 9:30am |
Regulatory Advocacy & Compliance Update Amy Kramer, Chief Advocacy Officer, New York Credit Union Association and Jeremy Newman, VP Legislative & Regulatory Affairs
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| 9:30am - 12:00pm |
Facilitated and Open Dialogue Continues Facilitated by Zach Ogden, Director of Member Engagement, New York Credit Union Association
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| 12:00pm | Conference Concludes |