Breakout Session A - Sponsored by AvidXchange

Beyond the Back Office: How Modern AP Teams Drive Credit Union Strategy

Credit union accounts payable teams are under increasing pressure, managing growing volumes of invoices, vendor inquiries, and payment exceptions with limited resources. Too often, highly skilled professionals are stuck in reactive, manual work that leads to burnout and limits their ability to contribute strategically. This fireside chat will provide real-world insights gained from working with credit unions that have modernized their AP processes. The conversation explores how thoughtful automation can relieve operational strain, improve job satisfaction, and enable AP teams to play a more strategic role in supporting financial goals.

Attendees will gain insights into:

• The hidden operational and people-related costs of manual AP processes, and how they impact morale, retention, and effectiveness

• How credit union AP teams can shift from transactional work to higher-value activities like cash flow visibility, vendor analysis, and process improvement

• Practical approaches for introducing automation, building team buy-in, and integrating with existing credit union systems to reduce friction and duplication

Breakout Session B - Sponsored by Claim Stinger

When Accidents Happen: How Credit Unions Can Protect Vehicles, Loans, and Member Trust

Credit unions play a critical role in protecting their members’ financial well-being, often in moments when the stakes are highest. In this fireside chat, we’ll explore how simple, timely education around insurance decisions can prevent unnecessary financial hardship for members while strengthening trust and loyalty.
This discussion will highlight how credit unions can step into the role of financial guardians by guiding members through critical insurance decisions and better understand deductibles, claims decisions, and asset protection. This session addresses the real-world challenges credit union members face every day and the role credit unions can play in helping prevent financial stress before it starts.

Attendees will learn:
Why insurance deductibles and claims decisions are a growing but often overlooked risk for member financial health

How small “gut check” conversations can prevent long-term financial strain for members

 Ways credit unions can reinforce their role as trusted educators without adding friction to the member experience

 Practical approaches to integrating asset-protection education into existing credit union workflows