ELTROPY LEADERSHIP SUMMIT 2024
Level up Your Leadership Bar
Exclusively designed for C-suite and executive leaders in credit unions and community banks, this premier event offers top-tier networking, knowledge exchange, and collaborative learning to drive growth and innovation.
Set in the stunning Sundance Mountain Resort in Utah, the summit combines natural beauty with sophisticated amenities for an ideal leadership development environment.
The Eltropy Leadership Summit is an exclusive gathering designed for C-suite and executive leaders in the Credit Union and Community Bank sectors. This premier gathering is a unique opportunity for high-level networking, knowledge exchange, and collaborative learning, all aimed at driving growth and innovation within community financial institutions.
Held at the stunning Sundance Mountain Resort in Utah, this summit combines the serene beauty of the mountains with top-tier amenities, creating the perfect setting for leadership development and strategic networking. Join us for this unique experience.
Registration fee includes hotel stay & one activity of choice.
Catchup on groundbreaking innovations, inspiring sessions, and lessons from the leadership frontlines during your 3-day stay, followed by networking, dining, and fun.
4:00 PM -5:00 PM – Check in at the Resort
5:00 PM – 6:30 PM – Welcome Reception, Whiskey Tasting
6:30 PM – 8:00 PM – Dinner
8:00 PM – S’mores
7:30 AM – 8:40 AM – Breakfast
8:50 AM – 9:00 AM – Welcome Remarks
9:00 AM – 10:15 AM – Keynote: What the Future Holds
Ashish Garg, CEO and Co-Founder, Eltropy
Rodney Hood, Former Chairman, NCUA
Mike Schenk, Deputy Chief Advocacy Officer, America’s Credit Unions
10:15 AM – 10:30 AM – Break
10:30 AM – 11:45 AM – Mergers & Acquisitions: Trends, Data, and Innovative Approaches
Joe Zito, Principal & Shareholder, Doeren Mayhew
Sierra Sorensen, VP of Branch Technology and Innovation and Retail Development,
America First Credit Union
11:45 AM – 12:50 PM – Lunch
1:00 PM – 2:00 PM – CU Trends Unlocked: Data-Driven Strategies for Growth
Chris Howard, Senior Vice President, Callahan & Associates
2:00 PM – 2:45 PM – What Keeps CEOs Awake at Night?
Kent Lugrand, CEO, InTouch Credit Union
Jay Curtis, CEO, First Credit Union
Herb White, Principal & CEO, Sharonview Federal Credit Union
2:45 PM – 3:00 PM – Break
3:00 PM – 4:00 PM – Embracing AI Safely: A Manifesto and Framework
Brad Shafton, SVP, IT & Digital, Magnifi Financial
5:30 PM – Arrive at chairlift to Bearclaw Cabin
6:15 PM – 8:30 PM – Reception & Dinner at Bearclaw Cabin
7:30 AM – 8:40 AM – Breakfast
9:00 AM – 10:00 AM – The Modern Contact Center
Eryka Ragsdale, VP of Member Services, Credit Union of Texas
Karen Kourndourakis, SVP, Member Experience Officer, Suncoast Credit Union
Mike McWethy, EVP, Texans Credit Union
10:00 AM – 10:15 AM – Break
10:15 AM – 11:00 AM – Shielding Against Fraud: The Latest in Fraud Prevention Tactics
Amanda Crocker, COO, SWIVEL
Ravi Sandepudi, CEO, Effectiv
Sachin Kundra, EVP and CIO, Cheveron Federal Credit Union
11: 00 AM – 11:30 AM – Closing Remarks
SPEAKER SPOTLIGHT
Kent Lugrand
President & CEO
Mike Schenk
Deputy Chief Advocacy Officer for Policy Analysis and Chief Economist
Mike McWethy
Executive Vice President
Joseph Zito
Principal & Shareholder
Rodney Hood
National Credit Union Administration
Herb White
Principal and CEO
Jay Curtis
CEO
Eryka Ragsdale
VP of Member Services
Chris Howard
Senior Vice President
Karen Kourndourakis
SVP, Member Experience Officer
Brad Shafton
EVP, IT & Digital
Sachin Kundra
EVP, Chief Information Officer
Sierra Sorensen
VP of Branch Technology and Innovation and Retail Development
CALL FOR SPEAKERS
SPONSOR SPOTLIGHT
