Thank you for joining us at
Summer Owner Meeting 2025!
View Recordings & Presentations PDFs
Owner Meeting Agenda
Session topics include:
- Unlock the future of Credit Union innovation by leveraging AI Studio—join us to explore a visionary roadmap, bold concepts, and actionable steps to supercharge AI capabilities and lead your institution into a cutting-edge future.
- Practical insights on the future of Financial Services highlight influential human behaviors, top disruptive technologies, and actionable tactics to stay ahead of industry trends.
- Navigate the complexities of governance in the age of AI, highlighting ethical considerations and transparency.
- A four-phase strategy for navigating change—panic, adapt, find a new normal, and reach “Wouldn’t Go Back”—reframes disruption as an opportunity for growth and lasting transformation.
Plus, an Owner Bonus Experience Cubs Game immediately following the close of the Owner Meeting on Wednesday, August 6!
Claim your ticket when you register – limited tickets available so sign up today!
Meet Our Speakers
Josh Linkner
Kelly Leonard
Jason Baker
Nick Belesis
April Clobes
Ethan Cunningham
Dave DeFazio
Jake Dunagan
Clark Duncan
Dawn Fread
Angie Garman
Mike Gatrell
Kevin Green
Alex Johnson
Tony Karalekas
Jeffrey Kendall
Har Rai Khalsa
Anna Khalzova
Bryan Link
Michelle Mozzar
Colleen Murray Peyton
James Nastars
Mickey Noone
Miraj Patel
Emily Stewart
Ned Tobey
Chris Weidemann
Ben Wickum
