• Growth in a constrained environment: How are credit unions approaching growth across multiple lenses, including organic versus inorganic strategies, generational shifts from Gen Z to Boomers, and the effectiveness of new products in today’s market?
• Evaluating margin and fee income: How are CFOs rethinking revenue models after fee income changes, and where are they finding sustainable ways to support growth while maintaining member value?
• Balance sheet strategy amid rate uncertainty: How are leaders positioning their balance sheets to manage interest rate shifts, protect liquidity, and remain flexible as conditions continue to change?
• Financial context to support critical decisions: How are finance leaders supporting CEOs and boards by framing tradeoffs and helping guide decisions that balance financial strength with member impact?
• Driving efficiency and lowering costs: Where are teams using automation and AI to improve efficiency and rethink how work gets done across the organization?
• Digital footprint and investment decisions: How are CFOs evaluating digital investments, technology spend, and long-term returns while balancing growth priorities and financial stability?

This roundtable is intended for credit union executives responsible for financial strategy and oversight. Titles may include chief financial officer, senior vice president of finance, or other senior leaders overseeing accounting, financial planning, and performance management.

While we are focused on executive-level participation, we recognize that finance teams and responsibilities are structured differently across organizations. If you are unsure whether this roundtable is the right fit, or who from your credit union should attend, please reach out. We’re happy to help identify the most appropriate participant.

To keep the discussion focused and productive, participation is limited to no more than two attendees per credit union.

*Our roundtables are open to those with a subscription that contains roundtable access.

The agenda is driven by participants and focused on the strategic questions leaders are asking right now. Topics include:

• Defining branching ROI: How are credit unions determining what success looks like for branches beyond traditional financial metrics?
• Evaluating branch performance: How are leaders assessing existing branches and identifying opportunities to improve impact or reconsider investment?
• New branch and expansion decisions: How are organizations building the business case for new locations or market entry in today’s environment?
• Connecting branches to enterprise strategy: How are branch investments being aligned with growth goals, member access, and long-term positioning?
• Communicating ROI to stakeholders: How are executives framing branch performance and investment outcomes for boards and leadership teams?

If there is a specific question, scenario, or decision you are currently working through, you are encouraged to share it in advance so it can be incorporated into the discussion.

This roundtable is intended for credit union executives responsible for branch strategy, growth, or enterprise decision-making. While participation is focused on executive leadership, we recognize that responsibilities and titles vary across organizations. If you are unsure whether this roundtable is the right fit, or who from your credit union should attend, please reach out — we’re happy to help identify the most appropriate participant.

To keep the conversation focused and productive, participation is limited to no more than two attendees per credit union.

The agenda is driven by participants to ensure the conversation reflects current realities rather than long-term theory. Topics include:

• Defining technology priorities: How are executives deciding where technology investment and leadership attention will have the greatest impact right now?
• Modernization as a long-term strategy: How are leaders approaching system evolution in ways that support the organization’s future rather than short-term fixes?
• Cyber risk as an enterprise issue: How are technology executives shaping conversations around accountability, preparedness, and resilience across the organization?
• Technology’s role in business strategy: How are technology leaders positioning their teams as strategic partners rather than service providers?
• Executive and board alignment: How are technology decisions being framed to support clear governance and informed decision-making at the highest levels?

This roundtable is intended for credit union executives responsible for technology strategy and oversight. While participation is focused on executive leadership, we recognize that technology teams and titles are structured differently across organizations. If you are unsure whether this roundtable is the right fit, or who from your credit union should attend, please reach out — we’re happy to help identify the most appropriate participant.

To keep the conversation focused and productive, participation is limited to no more than two attendees per credit union.

The agenda is driven by participants to ensure the conversation stays grounded in what HR leaders are dealing with today. Topics participants have raised include:

• Attracting and retaining talent: How are credit unions positioning themselves as employers of choice in a competitive hiring environment?
• Compensation and pay decisions: How are HR leaders making informed compensation choices while maintaining internal consistency and financial discipline?
• Employee engagement: How are organizations sustaining engagement and connection as expectations about work continue to evolve?
• Leadership development and succession: How are credit unions preparing future leaders and ensuring continuity in critical roles?
• Managing performance: How are HR teams approaching performance conversations and accountability in a way that supports growth and clarity?
• Organizational change and communication: How is HR helping teams navigate ongoing change while keeping employees informed, supported, and aligned?
• Using HR data to inform decisions: How are systems, reporting, and analytics being used to provide insight into workforce trends and guide strategy?

This roundtable is intended for credit union executives responsible for human resources strategy and workforce leadership. While we are focused on executive-level participation, we recognize that HR teams and responsibilities are structured differently across organizations. If you are unsure whether this roundtable is the right fit, or who from your credit union should attend, please reach out — we’re happy to help identify the most appropriate participant.

To keep the discussion focused and productive, participation is limited to no more than two attendees per credit union.

• Consumer lending trends: How are credit unions adjusting strategies to respond to shifts in member borrowing behavior and economic conditions?
• Real estate lending dynamics: What challenges and opportunities are emerging in mortgage origination, servicing, and portfolio management?
• Risk management in lending: How are credit unions balancing growth goals with underwriting standards and compliance requirements?
• Member experience in lending: How are lending teams designing loan processes that are transparent and support members without increasing risk exposure?
• Technology and process improvements: How are lending teams using technology to make better decisions and operate more efficiently?
• Portfolio performance and reporting: How are credit unions monitoring trends, forecasting risk, and evaluating lending outcomes to guide strategy?
• Collaboration across teams: How are lending, operations, and executive leadership working together to respond to market shifts and member needs?

If there is a specific challenge, scenario, or question you would like to bring to the group, you are encouraged to share it in advance so it can be incorporated into the discussion.

This roundtable is intended for credit union executives responsible for lending strategy and oversight. While we are focused on leadership-level participation, we understand that team structures vary. If you are unsure whether this roundtable is the right fit, or who from your credit union should attend, please reach out — we’re happy to help identify the most appropriate participant.

To maintain a focused and productive conversation, participation is limited to no more than two attendees per credit union.

• Collections strategy today: How are credit unions balancing recovery goals with member experience and retention?
• Operational workflows: How are teams managing daily collections processes, prioritizing accounts, and coordinating across departments?
• Technology and automation: What tools and systems are improving efficiency, providing insight, or creating new opportunities to engage members?
• Regulatory considerations: How are credit unions staying compliant with evolving rules while keeping collections effective and fair?
• Data and reporting: How are teams leveraging analytics to track performance and forecast trends to make more informed decisions?
• Member engagement and communication: How do you maintain consistent outreach while remaining sensitive to each situation and keeping member trust at the forefront?
• Risk management and policy alignment: How are policies evolving to address emerging challenges, including economic pressures and fraud-related concerns?

This roundtable is intended for credit union executives responsible for collections strategy and oversight. While we are focused on leadership-level participation, we recognize that team structures and responsibilities vary across credit unions. If you’re unsure whether this roundtable is the right fit, or who from your organization should attend, please reach out — we’re happy to help identify the most appropriate participant.

To maintain a focused and productive conversation, participation is limited to no more than two attendees per credit union.