Small Credit Union Summit: From Principles To Practice
August 25 at 9:00 am – 4:00 pm
Register today!
Join us for the second of our summer pop-up learning series addressing our members’ needs in real time. August’s summit focuses on the unique needs of our smaller market credit unions.
What: Small CU Summit
Why: Now, more than ever, we need to connect credit union leaders and staff across Ohio for peer-to-peer learning on practical tools and strategies. This summit is designed to strengthen knowledge in areas critical to your operations: fraud prevention, AI, Movement principles, and strengthening team culture.
When: 9 a.m. to 4:00 p.m.
Cost: $189, includes lunch and all materials
Where: North Central Ohio
Who should attend: Small Credit Union leadership, operations, management, and anyone who wears more than one hat in service to their team. We encourage leaders to include early-career staff for this focused day of learning and re-grounding in our why.
Who will be there: OCUL Staff, guest speaker Chelsea Troboniak, and more!
Agenda and Speakers:
| 9:00 – 9:30 a.m. | Welcome & Opening Remarks | Special Guest | |
| 9:30 – 10:30 a.m. | Movement Principles | Kim Connor | |
| 10:30 – 10:45 a.m. | Break | Compliance Clinic Appointments with Sean Brown | |
| 10:45 a.m. – 12:00 p.m. | Culture Development | Bret Fisher, Achieve CU | |
| 12:00 – 12:45 p.m. | Lunch | Compliance Clinic Appointments with Sean Brown | |
| 12:45 – 2:00 p.m. | Navigating the Fraud Landscape | Chelsea Treboniak, Critical Ops LLC with special guest Sean Brown | |
| 2:00 – 2:15 p.m. | Break | ||
| 2:15 – 3:15 p.m. | AI at Scale: A Primer for CUs | Chelsea Treboniak | |
| 3:15 – 4:00 p.m. | Closing Activity | Kim Connor |
