1:00 pm – 4:00 pm

Choose Your Adventure

4:00 pm Onwards

Check in at the Resort

6:00 pm Onwards

Opening Night: Welcome Reception & Dinner 

Located at 9,095 feet, Rendezvous Lodge is just a 10–15 minute unforgettable scenic ride on the Bridger Gondola, and you’ll arrive at the stunning views of Rendezvous Peak and the Jackson Hole Valley.

📍Rendezvous Lodge, 
3345 Cody Ln, Wilson, WY 83014

7:30 am – 8:40 am

Breakfast

8:50 am – 9:00 am

Welcome Remarks

9:00 am – 10:00 am

Filene’s Top Trends in Action: How AI Is Driving CFI Strategy

Featuring a Strategic Case Study from Credit Union of Texas

What are the emerging trends and disruptive forces shaping the financial services industry and credit union system? How can AI services help credit unions implement their strategy? This session brings Filene’s latest research to life with a focus on the top trends shaping credit unions in the year ahead. This presentation and conversation will help credit union leaders future-proof their organizations with actionable insights and provide a clear roadmap to anticipate the most serious challenges and seize the most valuable opportunities in the coming year. You’ll also hear how Credit Union of Texas is putting AI services to work in support of its strategic goals, offering practical takeaways for credit unions ready to turn insight into action. 

10:00 am – 11:00 am

Seismic Events, Tectonic Change: Why Strategic Considerations for Banks and Credit Unions Increasingly Include the Role of Merger

Peter Duffy shares insights into the unprecedented challenges facing the C-Suite and Boards of America’s community banks and credit unions. Today’s financial institutions are under pressure from every angle, with change happening faster than ever before. This rapid transformation is not only reshaping the industry; it’s accelerating consolidation. What we call “The Drivers of Consolidation” have made mergers a top priority in boardroom discussions across the country.

In this session, Peter will explore the strategic choices leaders must make to stay ahead. He’ll introduce “The Three-Legged Stool of Strategic Planning,” a practical framework designed to help credit unions and banks adapt, compete, and meet the rising expectations of today’s customers.

11:00 am – 11:30 am

Break

11:30 am – 12:15 pm

Intelligence Advantage: Who Controls the Data, Shapes the Future

AI and data-driven decisions are now core to competitive strategy. The future belongs to institutions that embed intelligence across every layer of operations.

12:15 pm – 1:00 pm

Lunch

1:00 pm – 1:45 pm

Redesigning the Member Lifecycle: From Insight to Impact

Member journeys are fragmented—but full of opportunity. How can CFIs drive personalized, proactive engagement from Contact Center and beyond?

1:45 pm – 2:30 pm

The Talent Shift: Leading in an Age of Workforce and Demographic Disruption

In a time of generational turnover, shifting workplace expectations, and industry disruption, leaders are under pressure to evolve. But amid the noise of trends and EVP pivots, one truth remains: we’re still leading humans.

This session explores how to navigate talent disruption without losing your organization’s identity. Grounded in Gallup’s latest research, we’ll examine what’s truly changing—and what’s not—about the people we lead. We’ll bust myths about generational divides, uncover systemic shifts affecting employee and customer loyalty, and equip leaders to re-energize their people through purpose, growth, and connection.

Whether you’re managing hybrid teams, designing roles in a changing industry, or rethinking how you attract and retain talent, this session will help you move from trend-chasing to human-centered leadership anchored in what matters most.

2:30 pm – 3:00 pm

Break

3:00 pm – 3:45 pm

Tech Sovereignty: Owning Your Digital Future in a Platform World

Digital agility demands more than integrations. How can CFIs regain control of their tech stack without compromising speed or scale?

3:45 pm – 4:30 pm

Time On Your Own

4:30 pm – 8:30 pm

Sunset Safari

8:30 pm onwards

Dinner

Strategic Relevance: Competing For Deposits and Lending

To stay essential, CFIs must reimagine the core pillars of profitability. What does competitiveness look like in a trust-first economy?

Modern Collections & Payments: Designing Systems of Trust, Speed, and Accountability

Collections and payments are becoming strategic levers. The winners will combine intelligence, empathy, and operational precision.

Innovation With Purpose

The technology revolution isn’t just reshaping banking; it’s redefining how community financial institutions deliver on their mission. In a world where members demand seamless digital experiences without losing the human touch, CFIs are uniquely equipped to lead with both trust and innovation. This closing keynote calls on C-suite leaders to rise above vendor noise, invest with purpose, and harness technologies that drive efficiency while deepening the personalized, high-impact conversations that set you apart.