In Partnership with Filene Research Institute

Beyond the Horizon: Your 2026 Strategic Roadmap for Credit Union Excellence

As 2025 comes to a close, credit union leaders face a rapidly changing financial landscape. From evolving member expectations and technological disruption to talent retention and regulatory uncertainty, the path forward requires deliberate, strategic choices.

This isn’t just a recap; it’s a strategic planning session. We’ll provide a framework for navigating these challenges, focusing on how to achieve excellence through strategic differentiation, collaboration, and consistency. Discover how forward-thinking credit unions are turning risks into opportunities by investing in operational effectiveness, member-centricity, and technological innovation.

All registrants will receive a complimentary copy of the full report and a link to the webinar recording to support their 2026 strategic planning.

Date: Thursday, December 11
Time: 2pm EST / 11am PST
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Learning Outcomes:

  • Understand the Top 10 Issues: Gain a clear understanding of the most critical strategic challenges facing credit unions today, including workplace transformation, technology adoption, and payment evolution.
  • Leverage Technology for Growth: Learn how strategic technology investments, like AI, can drive member growth, improve operational effectiveness, and create a competitive advantage.
  • Enhance Member & Employee Value: Discover how to use technology to eliminate mundane tasks, allowing staff to focus on high-value member interactions and create a more engaging work experience.
  • Plan for 2026: Walk away with actionable insights and decision points to build your 2026 strategic roadmap, ensuring your credit union is positioned for sustainable growth and long-term success.

Meet Our Expert Speakers

Picture of Caroline Vahrenkamp

Caroline Vahrenkamp

Director of Advisory Services

Picture of Richard Steinhart

Richard Steinhart

Chief Revenue Officer

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