Designed for leaders responsible for shaping the credit union’s technology strategy, this virtual roundtable brings together a capped group of peers for open, experience-driven discussion.
Participants gain dedicated time to step away from the day-to-day to explore what’s working today and how fellow leaders are adapting their strategies to address shared challenges. You’ll walk away with relevant ideas and perspectives to bring back to your organization immediately.
What’s On the Agenda?
The agenda is driven by participants to ensure the conversation stays grounded in what technology leaders are dealing with today. Topics participants have raised include:
- Defining technology priorities: How are executives deciding where technology investment and leadership attention will have the greatest impact right now?
- AI adoption and risk management: How are credit unions identifying practical AI use cases while addressing governance, compliance, and security concerns?
- Modernization and technical debt: How are leaders moving from reactive remediation to long‑term modernization strategies that build confidence with regulators and boards?
- Platform, integration, and architecture decisions: Are online banking platforms enough on their own, or is API middleware still required to support flexibility and scale?
- Cybersecurity as an enterprise issue: How are technology leaders managing cyber and information security risk as threats and expectations increase?
- Executive and board alignment: How are technology leaders positioning IT as a business enabler through budgeting, reporting, and governance structures?
If there is a specific challenge, question, or situation you would like to bring to the group, you are encouraged to share it in advance so it can be incorporated into the discussion.
Who Should Attend?
This roundtable is intended for credit union executives responsible for technology, data, and digital delivery. Titles may include chief information officer, chief technology officer, chief digital officer, chief data or analytics officer, and more.
While the focus is on executive-level participation, we recognize that technology ownership 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 discussion focused and productive, participation is limited to no more than two attendees per credit union.
