What’s on the Agenda?
This event is built for leaders focused on the member journey. With a small group format and department-specific conversations, you’ll walk away with practical takeaways and new ideas. Expect candid dialogue, peer feedback, and space to explore what’s working — and what’s not — in today’s fast-moving experience landscape.
Here are just a few topics already submitted for discussion:
· Measuring the Member Experience: What tools and metrics are credit unions using to measure satisfaction, loyalty, and impact across touchpoints?
· Journey Mapping: How are teams using member journey maps to uncover friction points and prioritize improvements?
· Cross-Department Collaboration: How are experience leaders working with other departments to align around member needs and deliver cohesive service?
· Evolving Expectations: How are member behaviors shifting—and how are credit unions adapting to meet new expectations in digital, branch, and service channels?
· The Role of AI and Automation: How are credit unions leveraging technology to streamline member interactions without losing the human touch?
Attendees set the agenda, so every conversation stays timely, relevant, and tailored to the real challenges you’re facing. Got a topic you’d love to see discussed? Let us know!
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Who Should Attend?
This roundtable is intended for the senior-most executive responsible for member experience at your credit union. That could be someone with MX, service, operations, or strategy in their title — if you’re unsure, we’re happy to help you identify the best fit.
Because of the event’s interactive nature and limited seats, we ask that no more than two people attend from each credit union.
