Explore Summer Owner Meeting 2025
Session Recordings & Presentations
Catch up on our two days in Chicago with session recordings and presentations. Each recording provides valuable insights and expertise that you might have missed during the Summer Owner Meeting.
To download the presentation PDF, click the session’s title.
Tuesday's Mainstage Presentations
Opening Keynote
Josh Linkner inspired us to reimagine, reinvent, and think like disruptors. He introduced “vu deja”—seeing a familiar situation as if it’s brand new.
MDC Strategic Vision
MDC CEO Ned Tobey and Board Chair James Nastars shared our strategic direction and new partnerships.
MDC Accelerator
We explored MDC’s technology incubator, giving credit union leaders early access to vetted, pilot-ready fintech solutions and met the program's first cohort: Harness, Jupid, and Swaystack.
Alternative Futures 2035
We got an inside look at MDC’s next event, Alternative Futures 2035, with Jake Dunagan from the Institute for the Future. We began exploring four bold scenarios for the credit union industry’s next decade to challenge assumptions and spark new ideas.
MDC Projects & Priorities
Michelle Mozzar and Alex Johnson unveiled MDC's refreshed Strategic Pillars and outlined the newest projects, programs, and partners.
Project Voting
We voted on three potential projects. The results: Business Banking ranked first, followed by Data Monetization, then Branch Accessibility.
MSUFCU & Nymbus
We learned how Michigan State University Federal Credit Union partnered with Nymbus to launch new brands, expand member reach, and achieve major growth in deposits and lending.
Tuesday's Breakout Sessions
CEO Roundtable
In this CEO-only session, Josh Linkner dug deeper into his Find A Way™ framework as a leadership mindset.
Paterson Center
This interactive session with Jason Baker used the Paterson StratOp® process to gather owner feedback and collaboratively define MDC’s owner value.
Hapax
We explored Hapax, a scalable, AI-powered RegTech solution built for credit unions, with Kevin Green – learning how Hapax helps credit unions move from reactive to proactive compliance strategies.
FinTech Insights
Nick Belesis showcased how FinTech Insights empowers credit unions with real-time UX analysis, data-driven benchmarking, and competitive intelligence.
Wednesday's Mainstage Presentations
Opening Keynote
Kelly Leonard shared the power of the “yes, and” framework—showing how improvisation can bring a fresh lens to strategy and leadership, while enhancing collaboration, creativity, and everyday problem-solving in both work and life.
Wednesday's Breakout Sessions
Stablecoin
Alex Treece, CEO of Stablecore, discussed the recent passage of the GENIUS Act and evolving regulatory developments impacting stablecoins and the credit union industry. The session explored emerging opportunities for collaboration in the digital assets space.
ModernFi
In this session, Tony Karalekas, Ben Wikum (Collins Community CU), and Mickey Noone (Royal CU) discuss how ModernFi’s deposit network has helped them grow revenue, manage balance sheets, secure on-demand funding, and access millions in aggregate insurance across network institutions.
CU NextGen
Angie Garman (First Florida CU), and Dawn Fread, SVP (Altra CU), and Clark Duncan (CU NextGen) shared their journeys with CU NextGen’s retail and business online account opening solutions – and how the solution helped streamline operations, enhance member experience, and drive growth.
StrategyCorps
Mike Gatrell (Vantage CU) and Emily Stewart (Meritrust CU) talked with Dave DeFazio (StrategyCorps) about how they’ve used BaZing checking’ solutions to grow relationships, generate revenue, expand market share, and boost earnings in both retail and SMB segments.
