Virtual Starts at 1:00 pm EST
Winter Event
Wed. November 19, 2025
Keynote session
Belonging at Work: How Community Drives Engagement and Retention
Dr. Marisa G. Franco
Keynote Speaker and Author
Employee connection and engagement can be a strategic advantage for credit unions. A sense of workplace belonging is connected to higher job satisfaction as well as positive mental health and well-being. The focus of this data-driven keynote will be on the science of connection and how the same tools for building friendships can help initiate and maintain workplace relationships within credit union teams.
This keynote is designed to provide attendees insights on:
The relationship between belonging and workplace success
How to strengthen connection between employees from different identities (e.g. age, race, etc).Four practical and evidence-based strategies to foster belonging for in-person and hybrid employees: Initiate, disclose, expose, and affirm
CREDIT UNION CEO PANEL DISCUSSION
Connection as Strategy: Leading People, Serving Communities, Living the Mission
Following the keynote presentation, CUInsight will host a panel of credit union CEOs to discuss topics and issues relevant to the industry.
Employee connection and engagement can be a strategic advantage for credit unions. A sense of workplace belonging is connected to higher job satisfaction as well as positive mental health and well-being. The focus of this data-driven keynote will be on the science of connection and how the same tools for building friendships can help initiate and maintain workplace relationships within credit union teams.
This keynote is designed to provide attendees insights on:
The relationship between belonging and workplace successHow to strengthen connection between employees from different identities (e.g. age, race, etc).
Four practical and evidence-based strategies to foster belonging for in-person and hybrid employees: Initiate, disclose, expose, and affirm
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Breakout Sessions
After the panel discussion, join one of our concurrent breakouts. These half-hour sessions feature insights from industry experts in a fireside chat format, audience Q&A welcome.
Breakout Session A Sponsored by Alacriti
Right Here, Right Now: Competing in the Real-Time Economy
Stuart Bain & Mark Majeske
SVP Payment Products & SVP Faster Payments, Alacriti
Your members live in a world of instant everything—from messages to money. How can credit unions modernize payments to deliver that same immediacy without losing trust, reliability, or connection? This session explores how real-time rails, instant transfers, and payment requests can deepen engagement, power smarter operations, and position your credit union at the center of members’ financial lives—right when it matters most.
Join us to explore how to:
Modernize without losing trust – balance reliable legacy systems with the speed members expect.
Deliver engagement in every transaction – keep your credit union at the center of the instant payment flow.
Turn data into advantage – harness real-time insights for smarter fraud defense and better member experiences.
Breakout Session B Sponsored by Humanidei
DEI is not dead
John Bissell & Oscar Porras
President/CEO, Greylock FCU & Sr. Consultant DEI, Humanidei
DEI may no longer dominate headlines, but its impact within credit unions is more vital than ever. Join this candid fireside chat with a forward-thinking credit union CEO and a DEI strategist and trusted advisor. Together, they’ll unpack the evolving definition of diversity, equity, and inclusion, and why these values remain essential to sustainable growth, member trust, and workplace culture.
In this session, you’ll gain insight into:
How DEI has evolved beyond buzzwords, and what it truly means in today's credit union environmentTangible examples of DEI driving better decision-making, innovation, and member engagement
Strategies for fostering authentic belonging and addressing common misconceptions with confidence
Whether your credit union is just starting or recalibrating its DEI journey, this session will offer practical, grounded perspectives for moving forward with purpose.
Fri. November 21, 2025 1:00 pm EST
Tactical Takeaway
Follow-up Session
Registrants will receive their invitation to this session after attending the live CUInsight Mini-Con event.