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April 14-17, 2025 Wynn Las Vegas

Reimagine Agenda

NACUSO Forward

Day One: April 14

  1. 7:00 am - 3:00 pm

    Golf Event: Wynn Golf Club

    Sponsored by: Earnest Consulting Group and Savana

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

    View Event Details

  2. 10:00 am - 4:30 pm

    Exhibitor Set-up in Collaboration Exhibit Lounge

  3. 11:00 am - 7:00 pm

    Conference Check-In | Information Desk

    Sponsored by: ASAPP Financial Technology

    Event Website Sponsored by: Nook
    WiFi Sponsored by: Temenos

  4. 11:30 am - 12:45 pm

    NACUSO Board & Partner Appreciation Luncheon

    Private Invite Only for Premier, Platinum & Gold Partners

  5. 12:55 pm - 1:55 pm

    NACUSO Board Meeting

  6. 2:00 pm - 2:30 pm

    Orientation & Annual Meeting

    Sponsored by: Structure First

  7. 2:30 pm - 4:00 pm

    Reimagine Solutioning

    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.

  8. 3:15 pm - 3:30 pm

    Refreshment Break

    Sponsored by: Zest AI

  9. 4:00 pm - 4:30 pm

    Curious Conversation

    Sponsored by: VisiFi

    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.

  10. 4:30 pm - 5:00 pm

    Growth Solutions Showcase - Insights, Not Pitches

    Sponsored by: 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.

    Solutions: Bankjoy and BankSocial

  11. 5:00 pm - 6:30 pm

    Collaboration Lounge: Sneaker Ball Opening Reception

    Networking lounge charging stations sponsored by: CU Times, Doeren Mayhew, and Travelers

    Specialty cocktails sponsored by: defi Solutions and ASAPP

    Spouses Welcome

    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.

Day Two: April 15

  1. 7:30 am - 6:00 pm

    Conference Check-In | Information Desk

    Sponsored by: ASAPP Financial Technology

    Event Website Sponsored by: Nook
    WiFi Sponsored by: Temenos

  2. 7:30 am - 9:00 am

    Collaborating Breakfast & Partner Connection Roundtables

    Sponsored by: AKUVO, LPL Financial, and Sharetec

    Tables by Topic

  3. 9:00 am - 9:30 am

    Reimagine Welcome

    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.

  4. 9:30 am - 10:30 am

    Mega Experience: Unleash Your Curiosity - Part 1

    Sponsored by: Clutch

    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.

    • Diana Kander

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

  5. 10:30 am - 11:00 am

    Collaboration Exhibit Lounge: Refreshment Break

    Networking lounge charging stations sponsored by: CU Times, Doeren Mayhew, Reseda Group and Travelers

    Coffee station sponsored by: BlastPoint

    Juice station sponsored by: FileInvite

  6. 11:00 am - 12:00 pm

    Experience Lab: Unleash Your Curiosity - Part 2

    Building on Diana Kander’s exploration of curiosity, this hands-on, interactive session will help you bridge the gap between ideas and action—so you can turn insights into real-world results.

  7. 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.

  8. 12:00 pm - 12:30 pm

    Growth Solutions Showcase

    Sponsored by: 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.

    Solutions: Lemonade XLP and Silvur

  9. 12:30 pm - 1:45 pm

    Collaborating Luncheon & Partner Connection Roundtables
    Troublesome Topics Roundtables
    Tackle the most pressing and challenging topics facing credit unions today. From innovation and compliance to partnerships and growth strategies, no subject is off-limits!
    Lunch Sponsored by: Amount and Credit Unions First
    Troublesome Topics Sponsored by: Credit Unions First
     
    - Lunch Session: Insurance Services (12:45 - 1:30 pm)
    This is a meet and greet with lunch, then kickoff the Insurance session at 1:10
     
     - Lunch Session:  Collaborative Innovation Sprint: Solving for Small CU Challenges (12:45 - 1:30 pm)
    In this fast-paced, hands-on session, you'll join a table of peers to identify and tackle a pressing challenge facing small credit unions. Each table will nominate one key problem to share with the room, and together we'll vote on a challenge to solve. From there, it's a 15-minute sprint: your table will ideate a novel solution—whether that's building, buying, partnering, or collaborating—and prepare to pitch it back to the room. The goal: spark actionable ideas and surface fresh approaches that small CUs can actually run with. No fluff, just focused creativity and shared problem-solving.

    Sponsored by: MiniBranch

  10. 1:45 pm - 3:30 pm

    Collaboration Exhibit Lounge Open
    Exhibit Lounge is open. 

  11. 1:45 PM - 3:30 PM

    Create and Collaborate Sessions:

    - Hot Topics for CUs & CUSOs (1:45 - 2:30 pm): 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.

    - Insurance Services: Diversify Your Agency: Panel Discussion Case Study (1:10 - 2:30 pm): 4-person panel each representing a different way to diversify your Insurance CUSO:
    Topics include: Title Insurance, Medicare / ACA, Direct Mail Programs and Strategic Partnerships

    - Regulatory Insights & Updates on World Events with Dennis Dollar (2:40 - 3:25 pm): 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.

    - Business Lending Trends, Challenges, and Opportunities (2:40 - 3:25 pm): 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.

  12. 2:30 pm - 3:25 pm

    Refreshment Break

    Networking lounge charging stations sponsored by: CU Times, Doeren Mayhew, and Travelers

    Coffee station sponsored by: BlastPoint

    Smoothie station sponsored by: CU Alternative Lending Solutions, LLC

    Treat station sponsored by:  BenefisCU and National Credit Union Insurance Alliance

  13. 3:30 pm - 5:00 pm

    Next Big Idea Competition

    Sponsored by: Velera

    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!

  14. 5:00 pm - 6:00 pm

    Collaboration Exhibit Lounge: Hospitality Reception
    Specialty Cocktail Sponsored by: Blend

Day Three: April 16

  1. 7:30 am - 6:00 pm

    Conference Check-In | Information Desk

    Sponsored by: ASAPP Financial Technology

    Event Website Sponsored by: Nook
    WiFi Sponsored by: Temenos

  2. 7:30 am - 9:00 am

    Collaborating Breakfast & Partner Connection Roundtables

    Sponsored by: Auvik, Caribou and PureIT

    Join others during breakfast at tables designated by topics.

    - CEO Only Breakfast Session: CEO, A Day in the Life (7:45-8:45 am)
    Sponsored by: Algebrik AI and Insuritas

    - Breakfast Session: Using Collaborative Business Models to Transform Challenges into Opportunities (7:45-8:45 am)
    Guy Messick, Kirk Drake, Mitchell Amsler
    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.  

     

  3. 9:00 am - 9:30 am

    CUSO Awards Presentation

    Sponsored by: National Cooperative Bank and Sallie Mae

    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!

  4. 9:30 am - 10:40 am

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

    The future won’t wait—will you be ready? Futurist Rebecca Ryan helps leaders stress-test their strategies and anticipate what’s next. In this engaging session, learn how to spot early signals of change, challenge assumptions, and build future-ready organizations. Walk away with practical tools to navigate uncertainty and turn foresight into action.
    • Rebecca Ryan

      APF, Next Generation Consulting, Inc.

  5. 10:40 am - 11:10 am

    Refreshment Break

    Networking lounge charging stations sponsored by: CU Times, Doeren Mayhew, and Travelers

    Coffee station sponsored by: PatientFi

    Treat station sponsored by: Mobetize

  6. 11:10 am - 12:00 pm

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

      APF, Next Generation Consulting, Inc.

  7. 12:00 pm - 12:30 pm

    Growth Solutions Showcase

    Sponsored by: 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.

  8. 12:30 pm - 1:45 pm

    Collaborating Luncheon & Partner Connection Roundtables


    - CEO Only Lunch Session (12:45 - 1:30 pm)
    Sponsored by: VisiFi

    - Lunch Session: CUSO Playbook - How to Speak Credit Union (12:45 - 1:30 pm)
    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.

  9. 1:45 pm - 3:30 pm

    Collaboration Exhibit Lounge Open

  10. 1:45 PM to 3:30 PM

    Create and Collaborate Sessions

    - Insurance Services Group (1:45 - 2:30 pm)

    - The Evolving Role of CUSOs: Tradition, Innovation, and the Future (1:45 - 2:30 pm)
    Sponsored by: Reseda Group
    As the financial services landscape shifts, so does the role of Credit Union Service Organizations (CUSOs). This panel will explore the changing dynamics of CUSOs and credit union service providers, addressing key questions such as: Are traditional CUSOs still relevant? Do VC-backed FinTechs really align with the cooperative model? This is a complex and sometimes sensitive conversation—but NACUSO’s Reimagine conference is the place for candid, forward-thinking discussions.

    - Strength in Unity: The Evolving Role of Advocacy (2:40 - 3:25 pm)
    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.

  11. 2:30 pm - 3:00 pm

    Refreshment Break

    Networking lounge charging stations sponsored by: CU Times, Doeren Mayhew, and Travelers

    Coffee station sponsored by: PatientFi

    Smoothie station sponsored by: Angott Search Group

    Treat station sponsored by: Mortgage Forward

  12. 3:30 pm - 4:15 pm

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

    Sponsored by: Cetera Financial Institutions

  13. 4:15 pm - 5:00 pm

    Reimagining Solutioning

    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.

  14. 5:00 pm - 6:00 pm

    Collaboration Lounge: Hospitality Reception

  15. 6:00 pm - 8:30 pm

    Dinner Break

    Dinner on your own.

  16. 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!

Day Four: April 17

  1. 7:30 am - 9:00 am

    T2 Grow Your Credit Union Breakfast

    Live Recording!

    Join Joshua Barclay and co-host Becky Reed for a live recording of Grow Your Credit Union, a show focused on driving credit union growth by cutting through the noise and tackling the industry’s most pressing challenges. They’ll welcome special guest Dan Daggett, former credit union CEO and now Chief Strategy Officer at Credit Unions First, for an in-depth conversation about the future of CUSOs, credit union collaboration, and solving industry pain points.

  2. 9:00 AM - 9:15 am

    Accelerate

    The Converge Accelerator—a collaboration between BankSocial, Harvard, Duke, MIT, LiveAI, and Google Cloud—brings groundbreaking ideas to life. This session will spotlight the winner of their recent hackathon, a young, dynamic team that came together in a unique way to develop innovative solutions for financial services. Learn how collaboration fuels innovation and what credit unions and CUSOs can take away from this fresh, forward-thinking approach.

  3. 9:00 AM - 11:50 am

    Take Action

    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

    Amber Harsin, VP Credit Unions at Mambu
    Jay Mossman, President/CEO at AKUVO
    Phil Dupree, Chief Revenue Officer at Origence
    John Cassidy, Director CU System Relations at TruStage
    Melanie Munsey, CEO at 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).

     

    Keynote: Growth Isn’t a Product Mindset

    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 Nikhil Lele to share why your mindset must shift from product to a human-centric strategy that fosters innovative growth.

     

    Leadership Reimagined: CEOs Embrace Change

    Barb Lowman, President at CUNA Strategic Services
    Liz Winninger, President/CEO at Xtend
    Bill Butler, CEO at Kachinga
    Eric Berg, Founder & CEO at DNT BLK
    Jennifer Oliver, President/CEO at 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!

Are you ready to reimagine?

Register Now