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2025 Spring CEO Roundtable for Credit Unions with Assets Up to $100 Million


Thursday, May 15, 2025; 9:00am - 4:00pm

 

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The CEO Roundtable is your chance to share ideas and discuss the best ways to push our movement forward with your fellow New York credit union leaders.


Conference Agenda:

*Subject to change*

 

Thursday, May 15    

 

8:00am - 9:00am

 

 

Registration/Breakfast (Clubhouse)

 

9:00am - 9:45am

 

 

AI - Leveling the Playing Field for Small Credit Unions
Alamin Mollick, SVP Finance, Posh

The largest banks are spending billions on AI. But here’s the twist: small credit unions are better positioned to move faster—and benefit sooner.

 

In this session, we'll cut through the noise and show you how AI is already helping small teams punch above their weight—improving member experience, reducing strain on staff, and unlocking new efficiencies across the board.

 

You’ll walk away with:

  • A clear picture of what AI can actually do at a small credit union today
  • Real-world examples from peers—some with just 4–5 employees
  • Two live demos:
    • Posh Answers (AI-powered member support on your website)
    • Knowledge Assistant (internal tool to give staff instant access to key info)
  • Practical next steps for evaluating AI at your credit union—no IT team required

Whether you’re already exploring AI or just trying to understand where it fits, this session will help you separate signal from noise—and decide if now is the right time to act.
 

9:45am - 12:00pm   Facilitated and Open Dialogue

 

12:00pm - 1:00pm

 

 

Lunch

 

1:00pm - 4:00pm

 

 

Facilitated and Open Dialogue Continues

 

Location & Lodging:

Turning Stone Resort Casino
5218 Patrick Road
Verona, NY  13478
Tower Rooms: $284 per night

To Reserve Your Room:

  • Call (800) 771-7711 - Attendees should identify themselves with the New York Credit Union Association's room block to ensure that they receive the group rate.

All reservations will require a one night's room deposit (including applicable taxes and surcharges) or valid credit card to guarantee the reservation.  

 

Hotel Reservation Deadline: April 21, 2025


Educational Investment:

  • Credit Unions Up to $100 Million in Assets - $275 per person
  • Credit Unions Over $100 Million in Assets - $549 per person


The New York Credit Union Foundation is proud to support New York credit unions with up to $100 million in assets by underwriting this special rate on Association events. To learn more about the Foundation and its programs, click here.


Registration Deadline: May 2, 2025

 

Register Here

 

Speaker:

Mollick.jpgAlamin Mollick, SVP Finance, Posh

 

 

Cancellation Policy:

A refund of the amount paid, less an $110 administrative fee per registrant, will be given for all cancellations submitted via email to events.training@nycua.org ten or more business days prior to the start of the session. No refunds will be granted if the cancellation is received after that time frame. Substitutes will be accepted any time prior to the start of the program at no additional cost. Simply email events.training@nycua.org, listing the new participant and who they will be replacing.
 

Event Code of Conduct and Protocols