Network with fellow Credit Union board of directors, board chairs, CEOs, supervisory committee members, & other credit union leaders from across the country at the 2025 CU National Directors Roundtable Conference. Explore solutions to tough issues facing credit unions with our highly acclaimed team of presenters. Learn from & share ideas with your credit union peers during a roundtable discussion by asset size.

Speaker Information

• Celeste Cook – CEO/Founder, cuStrategies, LLC

• Bill Farley – Principal/CEO, aCUmen America, LLC

• Tom Glatt, Jr. – Principal, Glatt Consulting Group, Inc.

• Kirk Kordeleski – Executive Benefit Consultant, PARC Street Partners

• Dr. Nancy J. Lewis, MS, SHRM-CP, PHR, RCC – Founder, Progressive Techniques Inc.

• Steven Rick – Chief Economist, TruStage

• Conference Agenda

  Schedule subject to change. Registered guests are welcome during these (GP) credit union conference events.

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  Monday, October 6, 2025 – PreConference

  Optional PreConference Workshop
  Credit Union Growth Trends
  Presented by: Laura Loy, Chief Experience Officer, On the Mark Strategies
  ($299 Additional)

  • 11:30 a.m. – 1:00 p.m. – PreConference Registration

  • 1:00 – 1:15 p.m. – Opening Remarks

  • 1:15 – 2:30 p.m. – PreConference Session

  • 2:30 – 2:45 p.m. – Networking & Refreshment Break

  • 2:45 – 4:15 p.m. – PreConference Session Continued

  • 4:15 – 4:30 p.m. – PreConference Wrap Up

  Evening Events

  • 11:30 a.m. – 5:00 p.m. – Conference Registration

  • 5:00 – 6:00 p.m. (GP) – Welcome Reception (Sponsored by PARC Street Partners)

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  Tuesday, October 7, 2025 – Conference Day 1

  • 7:30 – 8:30 a.m. – Registration & Breakfast (GP)

  • 8:30 – 8:45 a.m. – Opening Remarks

  • 8:45 – 9:45 a.m. – Who is the Member of the Future? – Laura Loy

  • 9:45 – 10:05 a.m. – Networking & Refreshment Break

  • 10:05 – 11:05 a.m. – U.S. Economic Outlook & Its Impact on Credit Unions – Steven Rick

  • 11:10 a.m. – 12:10 p.m. – Navigating the Executive Talent Market – Kirk Kordeleski

  • 12:10 – 1:20 p.m. (GP) – Group Luncheon

  • 1:20 – 2:20 p.m. – Make Way for Generation Z – Dr. Nancy J. Lewis

  • 2:25 – 3:25 p.m. – The Future of Financial Services – Bill Farley

  • 3:25 – 3:45 p.m. – Daily Wrap-Up

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  Wednesday, October 8, 2025 – Conference Day 2

  • 7:30 – 8:30 a.m. – Breakfast (GP)

  • 8:30 – 8:45 a.m. – Introduction

  • 8:45 – 9:45 a.m. – The Leadership Challenge – Bill Farley

  • 9:45 – 10:45 a.m. – Roundtable Discussion by Asset Size

  • 10:45 – 11:05 a.m. – Networking & Refreshment Break

  • 11:05 a.m. – 12:05 p.m. – Strategic Foresight & Scenario Planning – Tom Glatt, Jr.

  • 12:05 – 12:15 p.m. – Daily Wrap-Up

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  Thursday, October 9, 2025 – Conference Day 3

  • 7:30 – 8:30 a.m. (GP) – Breakfast

  • 8:30 – 8:40 a.m. – Opening Remarks

  • 8:40 – 9:50 a.m. – Board-Driven Holistic Leadership – Celeste Cook

  • 9:50 – 10:05 a.m. – Networking & Refreshment Break

  • 10:05 – 11:15 a.m. – Succession Planning & Board Development – Tom Glatt, Jr.

  • 11:15 – 11:30 a.m. – Conference Wrap-Up

After Hour Networking Events and Conference Parties

Welcome Reception Welcome Reception
Join “The Ones In Red,” and your credit union conference peers from across the country & their guests for cocktails, light dining & great conversation! CU Conferences is grateful for the support of its sponsor, OM Financial, and would like to thank them for co-sponsoring the reception. Learn more about OM Financial.