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ELTROPY LEADERSHIP SUMMIT 2025

Level up Your Leadership Bar

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 Hotel Terra Jackson Hole and Teton Mountain Lodge in Teton Village, Wyoming, 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.

Agenda
Elevate
Exchange
Empower

SPONSOR SPOTLIGHT

Our Proud Sponsor
Titanium Sponsor
2024 Highlights
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SPEAKER SPOTLIGHT

See who is sharing insights

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

Amanda Crocker

COO

Ravi Sandepudi

CEO

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

SPONSOR SPOTLIGHT

Amazing Adventures Awaits
at Jackson Hole

Get ready to experience the very best of Jackson Hole – an incredible itinerary of outdoor adventures and bespoke experiences.

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CALL FOR SPEAKERS

Join Us on Stage

Have an inspiring story or cutting-edge insights to share? Get in touch with us.

Write to us

ONWARD TO THE SUMMIT

See You Soon!

August 25-27, Hotel Terra Jackson Hole in Teton Village Wyoming

Register Today

700+ Community Financial Institutions found a better way to work. Your Turn.

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Relax & Recharge at Chill Spa or SpaTerre Jackson Hole

Horseback Riding in Jackson Hole

Snake River Scenic Float Trip

Zip Line at Snow King Mountain Resort

Relax & Recharge at Chill Spa or SpaTerre

Date: To Be Confirmed.

Location: [Select One Spa]
📍Chill Spa, Hotel Terra Jackson Hole – 3335 Village Dr, Teton Village, WY.
📍SpaTerre, Teton Mountain Lodge & Spa – 3385 Cody Lane, Teton Village, WY.

Sink into the comforts of the serene sanctuary at Chill Spa Jackson Hole or SpaTerre Jackson Hole. After experiencing the best of Jackson Hole adventures, it’s time to rejuvenate and recover at our sanctuary of relaxation and wellness.

At Chill Spa, they take detox to the next level by using eco-friendly, 100% all-natural, organic products. The boutique rooftop spa is all about tranquility and restoring your energy for Jackson Hole adventures.

SpaTerre welcomes guests to another world of wellness classes, skincare, cryo, and body therapies, and is ranked among the Top 100 Spas of 2022 by Spas of America.

Options include: Skincare, Signature Treatments, Body Therapies, Massage, Bath Rituals & Shirodhara.

Horseback Riding with Breathtaking Grand Teton Views (2 Hours)

📅 Date: August 25, 2025 @ 1:30 pm Or August 27, 2025 @ 3:30 pm [Arrive 30 minutes early][Select One Slot]

📍 Location: Heart Six Ranch, 16985 Buffalo Valley Rd, Moran, WY.

Get ready for an unforgettable trail ride through the stunning Bridger-Teton wilderness, featuring breathtaking views of the Grand Teton and the picturesque Buffalo Valley. 

You’ll ride gentle, well-trained horses, perfect for both beginners and experienced riders. Our exclusive horseback trails include elevation gains of up to 500 feet, offering incredible photo opportunities. Capture the beauty of towering peaks, lush valleys, and winding forest paths, and share your adventure with friends and family.

Important Information:

  • Maximum weight limit: 240 lbs (There are no refunds).
  • Riders must bring their own water bottle.
  • Weight and height information will be collected in advance.

Snake River Scenic Float Trip (3 Hours)

📅 Date: August 25, 2025 at 11:30 am [Includes lunch] Or August 27, 2025 at 4:00 pm
[Arrive 30 min early] [Select One Slot]

📍 Location: Stilson Lot (Village Road Transit Center), 1455 Beckley Park Way, Wilson, WY 83014, USA.

A relaxing and beautiful scenic float trip on the famous Snake River in Jackson Hole, Wyoming. Your knowledgeable and friendly guides will navigate the raft safely down a 13-mile stretch of the Snake River while guests enjoy the beautiful scenery and wildlife viewing opportunities along the way, including moose, river otter, bald eagles, and osprey.

Stunning scenery, wildlife sightings, and a different side of the Yellowstone ecosystem await you on this scenic floating tour down the Snake River from Jackson Hole, Wyoming. 

Join a professional river guide who will provide all steering and propulsion for your 13-mile rafting trip so you can sit back and enjoy the views. This tour is ideal for those who have never been rafting or who prefer to avoid the rigor of other rafting trips, including families and senior citizens.

Zip Line at Snow King Mountain Resort (1 Hour)

📅 Date: August 25, 2025 Or August 27, 2025 [Select One Slot]
⏰ Time: 2:30 pm [Arrive 1 hour early] 
📍 Location: Snow King Mountain Resort, 402 E. Snow King Ave, Jackson, WY.

Please read the Ziptour Rider requirements below:

The Ziptour requires a moderate to high degree of physical strength and stamina. It is not recommended for guests who are or may be pregnant and those who have or may have heart conditions, high blood pressure, a history of back, neck, or bone injuries, recent surgery, or any other current physical or mental illness. 

  • Participants must be at least 48″ tall and not over 82″ tall.
  • Participants must weigh over 50lbs. and under 260lbs. (without supplied equipment).
  • Participants must be at least 12 years old. Participants between the ages of 12-15 must be accompanied by an adult and must be able to participate independently of the adult.
  • Closed-toe shoes are REQUIRED to participate.
  • Participants will need two functioning arms and two functioning legs to ride on the Ziptour.
  • Due to the physical demand and rigorous nature of our Ziptour, we are unable to accommodate any persons who may have medical conditions that require immediate attention, who have existing or recurring injuries, who have recently had major knee, back, or leg surgeries, or those with serious mental or physical handicaps or disorders that would not enable them to complete the mental and physical tasks that happen throughout the tour.
  • Participants must also be able to interpret visual cues and auditory explanations before and while riding.

Eltropy AI Certification

Powering Your Workforce
Internal AI Assistants & Intelligence

Beginner Friendly | All Departments | All Roles

Take your AI skills to the next level by turning the focus inward. Discover how internal AI assistants can empower your teams with real-time answers, content generation, and knowledge support. 

Why You Can’t Miss This Session?

Firsthand look at how Eltropy’s AI Intelligence tools can automate quality assurance and provide compliance-ready evaluations across all member interactions.

TL;DR: Build AI Assistants for employees and AI-based QA tools for supervisors and management.

Session Breakdown:

    • Optimizing Internal AI Strategy Tools, Use cases, and Eltropy’s roadmap for credit unions – Saahil Kamath
    • Hands-On: Configure Your Internal AI Toolkit – Dheeraj Anikar & Anay Deshpande
    • Safe & Smart: Pitfalls to Avoid: Guardrails and governance for internal AI use – Rahul B Prakash
    • Q&A + Certification Wrap-Up!

Takeaways:

✅ AI Certification (yes, a real certificate!)
 🎥 Training Video Access
 📘 Safe AI eBook
 🎁 Exclusive AI Offers (yup, still a surprise!)

BYOB [Build Your Own Bot]
Designing Member-Facing AI Agents

Beginner Friendly | All Departments | All Roles

Begin your AI journey by exploring how Generative AI can transform member engagement. Learn how to build smart, self-updating external AI agents that can ingest your website content and respond to member inquiries across channels like Online Banking and Telephony. 

Why You Can’t Miss This Session?

You’ll get hands-on with Agentic AI, Retrieval-Augmented Generation (RAG), and prompt engineering—then bring it to life in our interactive BYOB (Build Your Own Bot… with a twist!) session.

TL;DR: Build AI Agents for Website, Online Banking, and Telephony.

Session Breakdown:

  • The AI Landscape Today: What is Generative AI, LLMs, Agentic AI, and RAG?
    – Saahil Kamath
  • Hands-On: Build Your Member-Facing Bot
    – Dheeraj Anikar & Anay Deshpande
  • Responsible AI in Action: Avoiding pitfalls, hallucinations, and unsafe practices
    – Rahul B Prakash
  • Q&A + What’s Next? 

Takeaways:

✅ AI Certification (yes, a real certificate!)
 🎥 Training Video Access
 📘 Safe AI eBook
 🎁 Exclusive AI Offers (psst… it’s a surprise!)

Texting Strategy Playbook for
Credit Union Leaders

Eltropy Networking Dinner
at Temenos Regional Forum 2025

THURSDAY, 29 MAY 2025

Eltropy Networking Dinner
at Temenos Regional Forum 2025

WEDNESDAY, 28 MAY 2025

How to Download & Set Up ?

  1. To get started, Download & Run App Installer File.
  2. Follow the on-screen instructions to complete the installation process.
  3. Add your Eltropy instance links.
  4. Log in and start using the app.

Claim Your AI Certificate!

Powering Your Workforce
Internal AI Assistants & Intelligence

Web to Wow
Designing Member-Facing AI Agents

Powering Your Workforce
Internal AI Assistants & Intelligence

📅 Date: April 25, 2025
⏰ Time: 10:00 AM – 11:00 AM 

Take your AI skills to the next level by turning the focus inward. Discover how internal AI assistants can empower your teams with real-time answers, content generation, and knowledge support. 

Why You Can’t Miss This Session?

Firsthand look at how Eltropy’s AI Intelligence tools can automate quality assurance and provide compliance-ready evaluations across all member interactions.

TL;DR: Build AI Assistants for employees and AI-based QA tools for supervisors and management.

Session Breakdown:

    • Optimizing Internal AI Strategy Tools, Use cases, and Eltropy’s roadmap for credit unions – Saahil Kamath
    • Hands-On: Configure Your Internal AI Toolkit – Dheeraj Anikar & Anay Deshpande
    • Safe & Smart: Pitfalls to Avoid: Guardrails and governance for internal AI use – Rahul B Prakash
    • Q&A + Certification Wrap-Up!

Takeaways:

✅ AI Certification (yes, a real certificate!)
 🎥 Training Video Access
 📘 Safe AI eBook
 🎁 Exclusive AI Offers (yup, still a surprise!)

Web to Wow
Designing Member-Facing AI Agents

📅 Date: April 22, 2025
⏰ Time: 4:00 PM – 5:00 PM 

Begin your AI journey by exploring how Generative AI can transform member engagement. Learn how to build smart, self-updating external AI agents that can ingest your website content and respond to member inquiries across channels like Online Banking and Telephony. 

Why You Can’t Miss This Session?

You’ll get hands-on with Agentic AI, Retrieval-Augmented Generation (RAG), and prompt engineering—then bring it to life in our interactive BYOB (Build Your Own Bot… with a twist!) session.

TL;DR: Build AI Agents for Website, Online Banking, and Telephony.

Session Breakdown:

  • The AI Landscape Today: What is Generative AI, LLMs, Agentic AI, and RAG?
    – Saahil Kamath
  • Hands-On: Build Your Member-Facing Bot
    – Dheeraj Anikar & Anay Deshpande
  • Responsible AI in Action: Avoiding pitfalls, hallucinations, and unsafe practices
    – Rahul B Prakash
  • Q&A + What’s Next? 

Takeaways:

✅ AI Certification (yes, a real certificate!)
 🎥 Training Video Access
 📘 Safe AI eBook
 🎁 Exclusive AI Offers (psst… it’s a surprise!)

Giants Game – Giants vs. Brewers at Oracle Park

Sunset Cruise on the Bay – A Breathtaking Evening on the Water

Secret Food Tour – San Francisco’s Hidden Culinary Gems

Skyline Soirée: Emerge 2025 Opening Night at Cavaña"

Giants Game – Giants vs. Brewers at Oracle Park

📅 Date: April 23, 2025
⏰ Time: 6:45 PM – 10:00 PM 
📍 Location: Oracle Park, 24 Willie Mays Plaza, San Francisco, CA 94107

Baseball, Bay views, and ballpark bites – what more could you ask for? Experience San Francisco sports culture at its finest as the Giants take on the Milwaukee Brewers in one of MLB’s most iconic stadiums.

Why You Can’t Miss This:

⚾ Premium group seating with the best views
 🌭 Classic stadium eats – garlic fries, anyone?
 🎉 Unforgettable game-day energy with fellow attendees

Grab a drink, cheer for the home team, and make unforgettable memories under the stadium lights!

Bollywood Rodeo: Where East Meets West

📅 Date: April 24, 2025
⏰ Time: 6:00 PM Onwards
📍 Location: Pacific Terrace, InterContinental San Francisco Rooftop

🔥 It’s time for the ultimate Bollywood Cowboy Bash! 🤠✨

  • Stroll through the streets of an Indian bazaar, shop handcrafted gifts, get a stunning henna tattoo, snap Insta-worthy pics at our immersive photo booth, and much more.
  • Savor bold Indian spices fused with Western comfort food, paired with signature Bollywood & cowboy-inspired cocktails.
  • Groove to a high-energy Bollywood performance, a celebrity DJ spinning the hottest Bollywood, EDM & country beats, and a dance floor that won’t stop until you drop!
  • Arrive early for an exclusive speed networking session before the festivities take over! 

Don’t Miss The Grand Finale Of Emerge 2025!

Bringing a spouse or guest? – Sign them up here!

Skyline Soirée: Emerge 2025 Opening Night at Cavaña

📅 Date: April 22, 2025
⏰ Time: 6:00 PM – 9:00 PM 
📍 Location: Cavaña Rooftop, 100 Channel Street 17th Floor, San Francisco

Kick off Emerge 2025 in style!

Join us for an unforgettable Opening Night Reception at Cavaña Rooftop – one of San Francisco’s most breathtaking venues. Enjoy panoramic views of the Bay, handcrafted cocktails, and an electric atmosphere as you connect with industry leaders, innovators, and fellow attendees before the conference begins.

Why You Can’t Miss This Event:

✨ Spectacular rooftop views of the SF skyline & Bay Bridge
 🍹 Crafted cocktails & gourmet bites to elevate your evening
 🎶 Music & networking in an upscale, relaxed setting
 🤝 Exclusive access to top industry professionals & thought leaders

Co-sponsored by Origence, this evening promises the perfect blend of inspiration, connection, and celebration — setting the stage for an incredible conference ahead.

Register Now and get ready for an evening of innovation, conversation, and stunning views!

Sunset Cruise on the Bay – A Breathtaking Evening on the Water

📅 Date: April 23, 2025
⏰ Time: 6:00 PM – 8:30 PM 
📍 Departure:  43 1/2 , Fisherman’s Wharf, San Francisco, CA 94133

Set sail on a private yacht and experience San Francisco’s skyline like never before. This exclusive Sunset Cruise on the Bay offers a front-row seat to the city’s most breathtaking sights, complete with craft cocktails and great company.

What Awaits You:

🌉 Breathtaking views of the Golden Gate Bridge, Alcatraz, and SF skyline

Feel the ocean breeze, sip on a crafted cocktail, and raise a toast to new connections as you experience San Francisco at its most magical.

Secret Food Tour – San Francisco’s Hidden Culinary Gems

📅 Date: April 23, 2025
⏰ Time: Group 1 5:30 PM & Group 2 6:00 PM 
📍 Location: 1268 Valencia Street, Group 1 no later than 5:20 PM, Group 2 no later than 5:50 PM

Indulge in an exclusive Secret Food Tour through San Francisco’s best-kept culinary secrets. From legendary sourdough bread to underground speakeasies and authentic dim sum, this tour will introduce you to flavors that define the city.

✔ Taste your way through historic neighborhoods
✔ Discover family-owned eateries and hidden food spots
✔ Sip on local wines & craft cocktails

Get ready to eat like a local while networking with fellow attendees in an unforgettable, immersive setting.

Let's Talk