The Details

  • The Schedule

    Sunday, September 20th

    • 4:00 PM: Hotel Check-In
    • 5:00 – 6:30 PM: Registration & Business Partner Happy Hour
    • 7:00 – 9:00 PM: Welcome Reception at the Rhein Haus

     

    Monday, September 21st

    • 8:00 – 9:00 AM: Breakfast Buffet
    • 9:00 – 10:00 AM: Conference Kickoff
    • 10:15 – 11:15 AM: Breakout Offering #1
    • 11:30 AM – 12:30 PM: Conference Keynote: Reset the DNA: The HOW of AI in Community Financial Institutions by Craig McLaughlin from Finalytics.ai 
    • 12:30 – 1:30 PM: Lunch Buffet
    • 1:30 – 2:30 PM: Breakout Offering #2
    • 2:45 – 3:45 PM: Breakout Offering #3
    • 3:45 – 4:15 PM: Snack Break sponsored by OMNICOMMANDER
    • 4:15 – 5:00 PM: Sharetec-Hosted General Session
    • 6:30 – 8:30 PM: Milestone Anniversary Dinner (by invitation only)
    • Enjoy dinner and a night on the town!

     

    Tuesday, September 22nd

    • 8:00 – 8:30 AM: Breakfast Buffet
    • 8:30 – 10:00 AM: Sharetec Executive Hosted Breakfast sponsored by Larky
    • 10:15 – 11:15 AM: Breakout Offering #4
    • 11:30 AM – 12:30 PM: Breakout Offering #5
    • 12:30 – 1:30 PM: Lunch Buffet
    • 1:30 – 2:30 PM: Customer Connection Roundtables
    • 2:45 – 3:45 PM: Breakout Offering #6
    • 3:45 – 4:15 PM: Snack Break
    • 4:15 – 5:00 PM: Conference Closing & Giveaways
    • 6:00 – 9:30 PM: Client Celebration Night! Co-Hosted by SavvyMoney

     

    Wednesday, September 23rd

    • 8:00 – 10:00 AM: Toast & Takeoff
    • 11:00 AM: Hotel Check-Out
    • Safe travels home!
  • The Keynote Speech

    Reset the DNA: The HOW of AI in Community Financial Institutions

    AI in community banking is no longer simply a technology question; it is an organizational question. In this keynote, Craig McLaughlin will show how credit unions can use AI to strengthen, not replace, the “people helping people” mission by creating more relevant, personalized digital experiences.

    The platforms exist. The vendors are abundant. The roadmaps are already on the strategic plan. What is missing inside most credit unions is the operating model that lets AI translate into deposit growth, member engagement, and competitive separation.

    This session frames the three phases of AI adoption from Add to Reset, examines why incumbent institutions are structurally disadvantaged, outlines the structural shifts that close the gap, and gives leaders a practical 90-day starting point for resetting the DNA of the institution around AI-native growth.

  • The Keynote Speaker

    Craig McLaughlin, CEO, Finalytics.ai

    Craig McLaughlin is the CEO of Finalytics.ai and a veteran digital strategist with more than two decades of experience helping financial institutions translate strategy into measurable growth. He founded Extractable in 1999, building it into a nationally recognized digital strategy consultancy that worked with Visa, Charles Schwab, Wells Fargo, and leading credit unions across the country.

    In 2021, Craig launched Finalytics.ai to address the execution gap he had watched for two decades: financial institutions investing heavily in digital platforms, analytics, and marketing tools, yet still delivering generic experiences. Finalytics unifies anonymous and authenticated behavioral signals to deliver segment-of-one personalization across websites, applications, and online banking without ripping out existing infrastructure.

    Craig holds a BSBA from the University of San Diego and an MS in Information Systems from Hawaii Pacific University.

  • The Breakout Sessions

    The Future of AI in Credit Unions: Finalytics.ai Panel

    Presenter: Craig McLaughlin, Finalytics.ai CEO
    Panelists: Rachel Collins, Scott Abramson, Gary Napotnik, Stacey McCroskey, Tyler Radlick
    Facilitator: Maureen MacDonald

    This session will immediately follow the keynote during the next breakout offering. Tune in to what more Craig has to say along with how Sharetec fits into the AI puzzle.


    Growth Strategies: Merger, Acquisition, & Marketing Panel

    Facilitator: Maureen MacDonald

    Looking for an insightful conversation about how different credit unions across the United States look at growth in the industry? This panel is for you. From mergers and acquisitions to marketing and member engagement, this panel with delve into the inner workings of growth as a credit union and what that means.


    Fireside Chat: Where the Industry is Going & How Sharetec is Leading the Charge

    Facilitator: Maureen MacDonald
    Panelists: Scott Abramson, Stacey McCroskey, and more

    Let’s open the floor for Sharetec and credit union leaders to bring us into the future of the credit union space. Where are we all headed? How are we getting there? What are the milestones along the way? All questions are on the table as we gather for this chat.


    Cyber-Resilience Simulation: Ransomware & Outage Response

    Presenter: Rob Zelinka, Sharetec CISO

    Join Rob Zelinka for an instructional and interactive session with tangible takeaways about improving cyber-resilience with real-world examples and exercises.


    Modern Credit Union Infrastructure & Hardware: What Every Leader Should Know

    Presenter: Rob Zelinka, Sharetec CISO

    Learn how to position your credit union for success with the proper cyber security, disaster recovery, hardware, and more from Sharetec’s Chief Information & Security Officer, Rob Zelinka.


    Back Office Balancing & Processing: Standard Practices

    Presenter: Ted Hoover, Sharetec Customer Success Executive

    Come refresh on the best practices to implement daily to alleviate pain points when performing ACH, share draft, general ledger, and debit card balancing processes from one of Sharetec’s back office experts, Ted Hoover.


    Proactive, Not Reactive: Making the Shift with Sharetec

    Presenters: Ted Hoover, Sharetec Customer Success Executive & Dan Miller, Sharetec Product Manager – Core

    Too many credit unions spend their days reacting: answering the call, running the report after the fact, fixing the problem once it’s already a problem. This session is about flipping that. Dan Miller and Ted Hoover explore what it really means to move from a reactive operation to a proactive one, and how Sharetec helps you get there. Using features like cross-selling, credit scoring, and reporting as examples, we’ll show how the same work, aimed earlier changes the way your credit union runs.


    Delivering a Big Bank Experience on a Small CU Budget

    Presenters: Mitch Allen, Sharetec Product Manager – Digital & Dan Miller, Sharetec Product Manager – Core

    Think competing with big banks and fintechs requires a big budget? Think again.In this session, Sharetec’s Dan Miller and Mitch Allen break down exactly how small credit unions can deliver the seamless digital experiences, modern member tools, and enterprise-grade features that today’s members expect — without the price tag that comes with the big players. You’ll walk away knowing which Sharetec capabilities go head-to-head with the national brands, how other small CUs are using them to win members and grow, and how to make the ROI case to your board. If you’ve ever felt outgunned by the competition, this session is for you.


    Velocity Efficiency: Configuration, Reporting, & Troubleshooting

    Presenter: Tracy Brumbaugh, Sharetec Technical Trainer

    Grab a seat and have Tracy Brumbaugh, one of Sharetec’s Technical Trainers, show you around Velocity, including ways to make your credit union processes more efficient. You will for sure leave this session with usable takeaways to implement on your return.


    AI for HR: Hiring, Onboarding, & Daily Operations for Lean Teams

    Presenter: Angela Madore, Sharetec VP of Talent Operations

    Angela leads a team of 4 (including herself) rockstar HR personnel. Pull up a chair to see how her small, but mighty team has deployed AI to make a team of 4 perform like a team of 40. She will be talking about how to use AI for HR specifically and leveraging it for streamlined operations in hiring, onboarding, and more.


    Change Management: Protecting Culture & Confidence

    Presenters: Angela Madore, Sharetec VP of Talent Operations & Randy McElwee, Gale CU President and CEO

    How do you go through times of industry, operational, and software changes while maintaining your credit union culture? How do you keep your staff and members confident in your credit union mission? Sharetec’s VP of Talent Operations is partnering with Randy McElwee from Gale Credit Union to deliver you this impactful session answering these critical questions.

  • The Partner Sessions

    Instant Payments, Generational Shifts, and Key Considerations for Credit Unions

    Presenter: Joni Hopkins, Federal Reserve Financial Resources Vice President

    Instant payments are reshaping member expectations—and each generation is approaching financial services differently. In this session, we will break down what these trends mean for credit unions today. Attendees will gain a clear understanding of how real‑time payment capabilities and shifting demographic preferences intersect, along with practical considerations to help credit unions stay thoughtful and prepared. This session offers a concise, member‑focused look at the opportunities and operational insights that can help credit unions strengthen service and stay ahead of emerging challenges.


     

    Digital First & The Year of the Rebrand

    Presenter: Justin Young, OMNICOMMANDER Client Account Executive

    Tap into the mind of the experts while OMNICOMMANDER discusses what a rebrand is and isn’t as well as how to translate that into a digital-first brand and website through your credit union story.


     

    Unlocking Next-Level Efficiency: Maximizing Sharetec with Custom Data and Dedicated Analysts

    Presenter: Stephen Dunbar, Leverage Payment Solutions/Members Core Alliance QA Officer

    What could your credit union accomplish if you had a dedicated Sharetec data analyst on your payroll? Members Core Alliance (MCA)—Sharetec’s exclusive support partner—is excited to announce that our premier white-glove support services are officially open to all existing Sharetec users for the first time. This breakout session introduces a new way to optimize your core experience. We will dive deep into how MCA’s custom reporting solves complex data challenges, saves hours of manual work, and provides your leadership with clear, actionable insights. Plus, meet our dedicated subject matter experts who work directly with you as a seamless extension of your staff, supercharging your daily operations. Stop wrestling with generic reports and discover the power of customized core support.

  • The Sponsors

    Diamond

    Gold

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    LEVERAGE logo

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The Accommodations

Hyatt Regency Denver at Colorado Convention Center

We will be staying at the luxurious Hyatt Regency Denver at Colorado Convention Center, located at 650 15th Street, Denver, CO, 80202. With 1,100 rooms, on-site dining, a 24/7 fitness center, indoor pool, outdoor hot tub, and city or mountain views to top it off, you surely will not be disappointed. Room rate is $279/night. The hotel block will fill up fast, so we recommend booking right away. Last day to book is September 1st, 2026.

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