Leadership Summit 2025 – Adventures

Every Leader’s Journey
Needs an Expedition

Choose Your Thrill

Step Into the Extraordinary

Leadership isn’t just built in boardrooms — it’s forged in moments of challenge, reflection, and connection. 

At the Eltropy Leadership Summit, we invite you to step beyond the usual and into the heart of Teton Valley, where nature becomes your co-mentor. Whether it’s conquering sky-high ziplines, navigating serene float trips, or grounding yourself in a holistic spa experience – each activity is an opportunity to recharge your spirit, expand your perspective, and grow alongside peers who lead with purpose.

Your summit registration includes one curated experience. If you would like your guest to join you in an activity, you will need to purchase a separate activity ticket for them. Additional adventures are available for those who want to keep stretching the edges of possibility. 

Choose One Adventure

Your Expeditions Start Here!

Thrilling Zip Line

The steepest zipline in North America with one of the most incredible views of Jackson Hole.

Snow King Mountain Resort

Aug 25, 2025 @ 2:30 pm SOLD OUT
Aug 27, 2025 @ 2:30 pm
(Select One Slot)

Learn More
Register Now

Snake River Scenic Float Trip

A relaxing and beautiful scenic float trip on the famous Snake River in Jackson Hole.

Stilson Lot (Village Road Transit Center)

Aug 27, 2025 @ 4:00 pm

Register Now
Learn More

Golf with a View

Get ready to swing through scenic views and crisp mountain air in Teton Valley’s premier golf outing.

Jackson Hole Golf & Tennis Club 5000 N Spring Gulch Rd, Jackson, WY 83001

August 27, 2025 @ 12:50 - 1:30 pm Tee Time Start

Register Now
Learn More

Horseback Riding

Ride through wilderness trails with sweeping Grand Teton and Buffalo Valley views.

Heart Six Ranch

Aug 25, 2025 @ 1:30 pm
Aug 27, 2025 @ 3:30 pm
(Select One Slot)

Register Now
Learn More

Let’s Make Leadership Summit 2025 Unforgettable!

Step into a summit designed to push boundaries — of thought, of connection, of self. This is more than a gathering; it’s an expedition of bold ideas, transformative adventures, and authentic leadership moments. Join us in the wild beauty of Jackson Hole to recharge your spirit, elevate your perspective, and lead with renewed purpose.

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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.

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.

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.

Meeting Instructions: The ranch is located on Buffalo Valley Road in Moran, Wyoming, within Jackson Hole and near Grand Teton National Park. For directions, simply enter “Heart Six Ranch” into Google Maps or MapQuest. Please arrive at least 30 minutes before your ride for check-in and to complete the waiver.

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.

Expanded Tag & Lending Type Support for MeridianLink Milestone Alerts

November  2025

MeridianLink LOS integration milestone alerts now include richer loan details and conditional messaging based on Lending Type (Direct/Indirect) and Loan Application Type (Personal Loan, Vehicle Loan, Home Equity, Credit Card).

Credit unions can now configure alerts for specific combinations of Milestone, Department, Role, Lending Type, and Loan Type, ensuring the right updates reach the right consumers at the right time. Use expanded tags such as Rate, Loan Term, Amount Owed, and Monthly Payment for more personalized notifications. Set separate templates for Direct and Indirect loans and manage all new alert templates from one place.

Zendesk link here

DocuSign Enhancements: Resend & Guide During Live Interactions

December 2025

Agents can now resend previously sent but incomplete DocuSign envelopes during active video, chat, or text interactions. This allows consumers to complete signing within the same live session or receive a fresh signing link if the original was missed.

This reduces abandoned signatures and signing errors by allowing agents to guide consumers in real time through the signing process. It’s invaluable for complex or high-risk documents and for consumers who need additional support during signing. Instead of waiting for follow-up after the interaction ends, agents resolve incomplete signatures immediately while the consumer is engaged and ready to complete the task.

Zendesk link here

AI Assistants: Upload Once, Assign to Multiple Knowledge Groups

December 2025

Upload once, assign to multiple groups. When the file updates, changes sync across all groups automatically, update once, it applies everywhere.

This eliminates duplicate files cluttering the knowledge base and solves version control nightmares where different groups reference different versions of the same document. Admins managing knowledge sources save significant time by uploading once instead of repeatedly for each team, while ensuring consistent information across all groups. No more scenarios where IT updates a document but HR still references the old version,everyone sees the same current information automatically.

Zendesk link here

Improved Metrics and Interaction Drilldown for Live! Dashboard

December 2025

The Live! Dashboard now displays missed and rejected requests alongside existing metrics for complete operational transparency. Clicking any metric instantly shows the full list of interactions associated with that value, and users can select View Insights on any interaction to access Conversation Intelligence analysis.

The dashboard updates its classification rules so agent performance metrics reflect accurate engagement behavior. Completed interactions include all interactions completed by the agent or closed by the system after assignment. Missed interactions only track events where an agent misses the request after assignment (removing unfair attribution for contact drop events). Rejected interactions include events where the assigned agent explicitly rejects an inbound request. These updates ensure agent-level performance metrics align with actual agent actions, providing more reliable insights for staffing, coaching, and workload evaluation.

Zendesk link here

Informational Banners in Payment Portal

December 2025

Financial institutions can now share important messages with consumers directly on the payment portal through informational banners. Display timely messages at the moment of payment, system maintenance notices, payment processing updates, holiday schedule changes, or important reminders,reducing consumer confusion and support inquiries.

Currently, banners apply at the organization level with the same message displayed across all payment campaigns. January 2026 will extend this capability to individual message templates, enabling campaign-specific messaging. In-portal banners ensure visibility at the critical moment when consumers are completing payments, providing clear guidance or updates during the payment flow without requiring separate emails or communications. This improves the overall payment experience by proactively addressing questions before they become support calls.

Zendesk link here

Mandatory Disclosure Review and Improved Post-signing Access for E-Signature

December 2025

Eltropy E-Signature now ensures full E-SIGN Act compliance with two critical enhancements: mandatory disclosure review before signing and complete post-signing document access.

Consumers must now review the E-Sign Disclosure before signing any document, with scroll-to-end enforcement ensuring they’ve actually seen the content. The Accept option becomes available only after the disclosure is fully reviewed, with clear guidance across all devices. This mandatory enhancement applies to both E-Signature and E-Notary flows.

After signing is complete, consumers receive a secure link to view, download, or print both the signed document and the E-Sign Disclosure they accepted,working seamlessly on desktop and mobile devices. Previously, signers received only the final document, creating a compliance gap. This enhancement provides full access to both documents, allowing consumers to retain vital records while CFIs maintain complete audit traceability.

Together, these updates close critical E-SIGN Act compliance gaps by ensuring informed consent before signing and complete document access after signing.

Zendesk link here

Consult and Transfer Between Contact Center and Office Phone

December 2025

Contact Center agents can now consult with Office Phone users before transferring voice calls, placing consumers on hold, speaking privately with back-office staff, and completing informed transfers only when the specialist confirms they can help. Office Phone users gain the same warm transfer capability, creating consistent workflows across all voice calls.

Agents quickly check availability, search by name or extension, and connect during active calls. If the specialist is unavailable, control returns to the original agent instantly, no dropped calls, no blind transfers.

By enabling warm voice transfers between Contact Center and Office Phone, this update bridges front-office and back-office communications on a unified platform. It reduces unnecessary back-and-forth, prevents consumers from repeating themselves during transfers, and improves first-call resolution through better agent coordination.

Zendesk link here

Abandon Option for In-progress Identity Verification

December 2025

Agents can now abandon an active Identity Verification (IDV) request at any time during a chat or video interaction. As soon as an IDV is initiated, the agent sees an Abandon option that clears the verification task from the consumer’s screen immediately, without ending the entire conversation.

Consumers may get stuck during IDV due to device issues, QR code failures, upload problems, or kiosk limitations. Without the ability to cancel the flow, agents previously had to end the entire video call and start a new session, creating delays and frustration. This enhancement allows agents to quickly resolve blocked IDV sessions and continue assisting the consumer without interruption, saving several minutes per incident.

The system logs the abandoned action in conversation history and updates the View Progress modal to reflect the abandoned state, maintaining full audit trails for compliance.

Zendesk link here

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]
📍Book Here – Chill Spa, Hotel Terra Jackson Hole – 3335 Village Dr, Teton Village, WY. 
📍Book Here – SpaTerre, Teton Mountain Lodge & Spa – 3385 Cody Lane, Teton Village, WY.

Important Details: Find the spa package that excites you most and book it directly using the hotel’s link. A $200 spa certificate will be provided during check-in and you can be redeem it when you get the service. Don’t forget to register separately to receive your certificate!

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.

Enhanced PDF Viewing and Smarter Dictation in AI Assistants

October  2025

AI Assistants now offer a better user experience with scrollable PDF viewing (no more page-by-page clicking), expanded AI notes that display in one screen, language translation labels showing the original language at a glance, and smarter dictation that appends input instead of replacing existing text.

These updates make daily workflows smoother, more intuitive, and more efficient for staff relying on AI-powered support.

Zendesk link here

Eltropy AI Certification

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

Claim Your AI Certificate!

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