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

This session brings Filene’s latest research to life with a focus on the top trends shaping credit unions in the year ahead. It 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. 

10:00 am – 11:00 am

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

Explore 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.

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 (Gallup)

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.

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

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

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

Innovation With Purpose

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.