2025 SUMMIT AGENDA

Sponsored by our Diamond Sponsor SWBC

Start your day energized and connected at our Breakfast & Networking Opportunity. Enjoy a delicious spread of breakfast favorites and freshly brewed coffee while engaging in meaningful conversations with fellow attendees, exhibitors and sponsors. This informal gathering is the perfect setting to exchange ideas, forge new relationships, and kick off the summit with a burst of collaborative energy. Make sure to visit our Exhibit Hall in River. 

Welcome speech by CUCP President, Jerad Broaddus.

Join us for an inspiring keynote hosted by trailblazer Mia Perez, Chief Administrative Officer at Coastal Credit Union ($5B). Overseeing people operations, marketing, public relations, and learning & development, Mia bridges strategy and operations with passion. A former Chair of America’s Credit Unions Marketing & Business Development Council Executive Committee, she’s been honored as a “Woman to Watch” and a Credit Union Rock Star.

Navigating the Future: Current Economic Trends Impacting Credit Union Collections

Take a break and recharge in the Exhibit Hall during our Networking Break. Enjoy a selection of snacks and beverages while exploring innovative displays from our exhibitors. This is the perfect opportunity to connect with peers, exchange ideas, and discover cutting-edge solutions—all in a relaxed, engaging environment.

Lending Strategies and Insights with Tom Helmers. 

Savor some lunch and enjoy networking in Chartway. Stop by the Exhibit Hall in River. 

Join Vaughn Clemmons for an update on the Repossession Industry

Join our expert panel as they delve into the intricacies of Current Expected Credit Loss (CECL) within the educational sector. This session will explore the impact of CECL on educational institutions, strategies for effective implementation, and the future landscape of financial management in education. Panel: Sheila Cline, SVP of Accounting & Finance @ Suncoast Credit Union & 

Join Leah Dempsey & David Williams as they delve into evolving regulatory changes that are reshaping credit union collections. In this session, you'll gain insights into how new federal and state guidelines affect collection practices, compliance protocols, and risk management strategies. Through real-world case studies and actionable recommendations, discover practical tools to streamline collections operations, mitigate regulatory risks, and maintain member trust. Engage with our panel and ens

Take a moment to recharge and connect during our Snack & Network Break. Enjoy a selection of  treats and beverages while mingling with fellow attendees and exhibitors. This relaxed session offers the perfect opportunity to share insights, forge new partnerships, and explore innovative solutions in a casual, vibrant atmosphere. Whether you're exchanging ideas with industry peers or catching up with exhibitors, this break is designed to spark meaningful conversations.

Dive into the transformative world of artificial intelligence in our "Strategic AI" session, led by industry expert Michael Pupil. This session will explore how AI can be leveraged to drive strategic decision-making, optimize operations, and unlock new growth opportunities for credit unions. Michael will share insights on integrating AI technologies into existing frameworks, addressing potential challenges, and harnessing data for competitive advantage. Join us to discover practical strategies a

As the curtain falls on Day 1 of the CUCP Summit, join us for our Closing Remarks where we reflect on a day filled with inspiration, innovation, and meaningful connections. We'll celebrate the insights shared, acknowledge the contributions of our speakers and sponsors, and set the stage for another day of impactful discussions and networking. Embrace the spirit of New Orleans as we wrap up the day and look forward to the exciting opportunities ahead on Day 2.

Embark on an unforgettable evening with “Dinner on a New Orleans Riverboat and Casino Night”, where elegance meets excitement on the iconic Mississippi River. Set against the backdrop of New Orleans’ stunning skyline, this exclusive event offers summit attendees a unique opportunity to dine in style while enjoying the vibrant spirit of the Big Easy.

Start your day energized and connected at our Breakfast & Networking Opportunity. Enjoy a delicious spread of breakfast favorites and freshly brewed coffee while engaging in meaningful conversations with fellow attendees, exhibitors and sponsors. This informal gathering is the perfect setting to exchange ideas, forge new relationships, and kick off the summit with a burst of collaborative energy. Make sure to visit our Exhibit Hall in River. 

Explore the critical role of Collateral Protection Insurance (CPI) in safeguarding your credit union’s assets. This session will provide a comprehensive understanding of CPI, including its benefits, implementation strategies, and best practices for maximizing protection. Attendees will gain valuable insights into how CPI can enhance risk management and ensure the financial stability of their institutions.

Navigate the intricate landscape of risk management with our expert-led session, “Risk Management for Credit Unions”. Drawing inspiration from the resilience and adaptability synonymous with New Orleans’ storied history, this session will equip credit union leaders with the strategies and tools necessary to identify, assess, and mitigate risks in today’s dynamic financial environment.

Take a break and recharge in the Exhibit Hall during our Networking Break. Enjoy a selection of snacks and beverages while exploring innovative displays from our exhibitors. This is the perfect opportunity to connect with peers, exchange ideas, and discover cutting-edge solutions—all in a relaxed, engaging environment.

Gain a comprehensive understanding of foreclosure processes, legal frameworks, and best practices for managing foreclosures within credit unions. This session will cover the fundamentals, providing attendees with the knowledge needed to handle foreclosure cases effectively and compassionately.

Take your summit experience to the next level with our interactive workshop session, "Choose Your Track for Credit Union Success." In this session, you'll have the unique opportunity to select one of three specialized workshop tracks—Risk Management, Foreclosure 101, or Collateral Protection Insurance (CPI)—designed to equip you with actionable insights and a concrete game plan to implement at your credit union.