Who This Is For:

Are you a credit union or bank executive grappling with:

• Evolving regulatory expectations around NSF and overdraft?
• Declining fee income—but rising consumer service demands?
• The challenge of offering true financial transparency while staying compliant?

If so, you’re not alone. And this conversation is designed specifically for you.

Why Now?:

• 44% of millennials rely on financial services outside their main bank.
• Almost 50% of US households use non-bank online payment services.
• Gen Z and younger millennials use more than 6 financial tools on average—most from third-party providers.

The takeaway? Consumer loyalty is fragmenting. Institutions that don’t offer real-time solutions and granular control risk being left behind.

What to Expect:

In this exclusive Fireside Chat, Joel Schwartz, Founder & Chief Innovation Officer of DoubleCheck Solutions, sits down with Elizabeth Osborne, Chief Operations Officer of Great Lakes Credit Union.

Together, they’ll tackle the real questions everyone is asking—but not everyone is answering publicly.

Here’s What You’ll Learn:

• How forward-thinking institutions are preparing for the future of overdraft & NSF regulations
• Why transparency and real-time granular control are now competitive advantages, not just nice-to-haves
• New strategies to reduce dependency on fee income—without losing revenue
• The shift from punitive fees to consumer-first service models that build lasting loyalty
• What regulators may be looking for—and how to stay one step ahead

Why You Can’t Miss This:

“We built this Fireside Chat to surface the unspoken concerns financial leaders are dealing with every day. It’s the kind of conversation you wish you could hear at every conference—but rarely do.”
— Joel Schwartz, DoubleCheck Solutions

This isn’t a product pitch. It’s a bold, unscripted conversation that could reshape how you approach overdraft, NSF, compliance, and consumer trust in 2025 and beyond.

Event Details:

Date: June 4, 2025
Time: 1pm EST / 10am PST
Location: Online (Link provided after registration)
Cost: Free – but space is limited.

Ready to Listen in on the Conversation Everyone’s Having Behind Closed Doors?

Secure your spot now. Seats are limited to ensure high-quality dialogue.