Credit Unions at a Crossroads

Some say consolidation is inevitable. Others are betting big on member experience and technology to stand apart.

The real question is: what’s your path forward?

This fireside chat brings together Jeff Carpenter (CEO, WEOKIE Credit Union) and Joel Schwartz (Founder & Chief Innovation Officer, DoubleCheck Solutions) for a candid conversation about the future of credit unions—where the industry has been, where it’s going, and how leaders can navigate the challenges ahead without losing their core identity.

The Conversation Breakdown

The Industry’s Journey: Past → Present → Future
Reputation Reset: Overcoming the “slow to innovate” stigma
Beyond Survival: Scaling without losing your soul
The Member Experience Revolution: Loyalty beyond rates and fees
Technology Meets Trust: Choosing partners that protect reputation
Regulation, Risk & Opportunity: Finding growth within guardrails
Leadership in Times of Change: Building cultures that embrace disruption

Walk Away With Answers to Questions Like…

• Will mid-sized credit unions survive in a consolidating market?
  
• How do we deliver member experiences that make people proud to belong?
  
• What technology partnerships are worth the investment?
  
• How do leaders prepare their teams for rapid change—without losing culture?

Designed for Credit Union Leaders Who Drive Strategy

This session is built for leaders navigating growth, innovation, and reputation in an uncertain landscape. Attendees will walk away with practical insights, peer perspectives, and actionable ideas to strengthen both member trust and institutional stability.
👤 CEOs, COOs, CFOs → Because you’re steering both growth and survival.
👤 Compliance & Risk Leaders → Because regulations are shifting, and your strategy has to keep pace.
👤 Member Experience Leaders → Because loyalty is now earned in ways banks can’t replicate.
👤 Innovation Teams → Because technology must serve trust, not erode it.

The best time to prepare is before disruption hits—not when you’re already playing catch-up.

👉 Join us on September 30 to discover how to protect relevance, grow membership, and thrive in times of change.