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December 11 - 14, 2025
Now more than ever your credit union’s success depends on collaboration, communication and cooperation! Join fellow credit union and CUSO board of directors, board chairs, CEOs, and supervisory committee members for this informative conference.
Earn 10.8 CPE credits while attending this conference.
Conference Quick Links:
Registration & Hotel Information
Registration & Hotel Information
Conference Registration
Conference Registration
We offer an excellent educational return on your conference investment. Register early for the best conference rates!
On or Before October 9, 2025: $1395
October 10, 2025 – November 6, 2025: $1445
November 7, 2025 and Beyond: $1495
Guest Program: $245
Guest Program
Guest Program
Our guest program enables your registered guest(s) to join you during the following conference events: ($245 additional per guest)
Thursday's Welcome Reception
Friday's Breakfast
Friday's Sit-Down Lunch
Saturday's Breakfast
Hotel Reservation
Hotel Reservation
Call The TradeWinds Island Grand Resort at (800) 808 - 9833. Be sure to mention CU Conference's Code CUSO2025 to receive rates starting at $243.
Rates are based on availability. If you are unable to book a room, call CU Conferences at 888-465-6010 for assistance.
Airport and Ground Transportation
Airport and Ground Transportation
Tampa International Airport (TPA) and St. Petersburg-Clearwater International Airport (PIE) are both 40 minutes from the Tradewinds Island Grand Resort
Bats Taxi is approx. $54 from the airport to the hotel
**All rates listed are subject to change and are estimates. Please check rates with the ground transportation taxi and shuttle booth prior to departure.
Weather
Weather
The weather in St. Petersburg during the month of December is generally warm. The average temperature reaches a high of about 73° during the day and 58° in the evenings.
Speaker Information
Speaker Information
Jennie Boden, CEO
Quantum Governance, L3C
John Dearing, Partner
Capstone
Chris Otey, Founder and CRO
CU 2.0
Stay Tuned for More Speaker Information...
Conference Agenda
Conference Agenda
The Annual CUSO Conference is full of timely sessions packed with fresh ideas and innovative solutions to the issues facing today’s credit unions.
Thursday, December 11, 2025
Thursday, December 11, 2025
11:30 a.m. - 1:00 p.m.
11:30 a.m. - 1:00 p.m.
Conference Registration
Conference Registration
1:00 – 1:15 p.m.
1:00 – 1:15 p.m.
Opening Remarks
Opening Remarks
1:15 – 2:15 p.m.
1:15 – 2:15 p.m.
What Every Board Member Needs to Know About CUSOs
What Every Board Member Needs to Know About CUSOs
John Dearing
Partner
Capstone
Understand the fundamentals of CUSOs and why they matter to your credit union’s strategy.
Learn how to embed CUSOs into your strategic planning and growth initiatives.
Equip yourself to evaluate CUSO opportunities with confidence and strategic clarity.
2:15 – 2:30 p.m.
2:15 – 2:30 p.m.
Networking and Refreshment Break
Networking and Refreshment Break
2:30 – 3:30 p.m.
2:30 – 3:30 p.m.
Topic TBD
Topic TBD
Jennie Boden
CEO
Quantum Governance, L3C
3:30 – 3:45 p.m.
3:30 – 3:45 p.m.
Daily Wrap Up
Daily Wrap Up
5:00 – 6:00 p.m. (GP)
5:00 – 6:00 p.m. (GP)
Welcome Reception
Welcome Reception
Join us for cocktails, light dining, and great conversation. Registered guests are welcome to attend.
CU Conferences is grateful for the support of its sponsor, PARC Street Partners, and would like to thank them for co-sponsoring the reception.
Friday, December 12, 2025
Friday, December 12, 2025
8:00 – 9:00 a.m. (GP)
8:00 – 9:00 a.m. (GP)
Breakfast
Breakfast
Join us for a hearty breakfast. Registered guests are welcome to attend.
9:00 – 9:15 a.m.
9:00 – 9:15 a.m.
Opening Remarks
Opening Remarks
9:15 – 10:15 a.m.
9:15 – 10:15 a.m.
CUSOs: Leading the Credit Union Evolution
CUSOs: Leading the Credit Union Evolution
John Dearing
Partner
Capstone
Gain insights into trends shaping the CUSO landscape.
Discover how CUSOs are powering credit union growth.
Learn how forward-thinking credit unions leverage CUSOs to enter new markets, drive efficiency, and enhance member value.
10:15 – 10:30 a.m.
10:15 – 10:30 a.m.
Networking and Refreshment Break
Networking and Refreshment Break
10:30 – 11:30 a.m.
10:30 – 11:30 a.m.
Topic and Speaker TBD
Topic and Speaker TBD
11:35 a.m. – 12:35 p.m.
11:35 a.m. – 12:35 p.m.
Topic TBD
Topic TBD
Chris Otey
Founder and CRO
CU 2.0
12:35 – 1:35 p.m. (GP)
12:35 – 1:35 p.m. (GP)
Group Luncheon
Group Luncheon
Join us for lunch. Registered guests are welcome to attend.
1:35 – 2:35 p.m.
1:35 – 2:35 p.m.
Topic and Speaker TBD
Topic and Speaker TBD
2:35– 3:20 p.m.
2:35– 3:20 p.m.
Topic TBD
Jennie Boden
CEO
Quantum Governance, L3C
3:20 – 3:30 p.m.
3:20 – 3:30 p.m.
Daily Wrap-Up
Daily Wrap-Up
Saturday, December 13, 2025
Saturday, December 13, 2025
8:00 – 9:00 a.m. (GP)
8:00 – 9:00 a.m. (GP)
Breakfast
Breakfast
Join us for a hearty breakfast. Registered guests are welcome to attend.
9:00 – 9:05 a.m.
9:00 – 9:05 a.m.
Opening Remarks
Opening Remarks
9:05 – 10:15 a.m.
9:05 – 10:15 a.m.
Topic and Speaker TBD
Topic and Speaker TBD
10:15 – 10:30 a.m.
10:15 – 10:30 a.m.
Networking and Refreshment Break
Networking and Refreshment Break
10:30 – 11:30 a.m.
10:30 – 11:30 a.m.
Topic TBD
Topic TBD
Chris Otey
Founder and CRO
CU 2.0
11:30 – 11:45 p.m.
11:30 – 11:45 p.m.
Conference Wrap-Up
Conference Wrap-Up
Take the Afternoon & Evening to Enjoy the Sites, Sounds & Flavors
of St. Petersburg!
Take the Afternoon & Evening to Enjoy the Sites, Sounds & Flavors
of St. Petersburg!
Sunday, December 14, 2025
Sunday, December 14, 2025
Travel Day - Have a Safe Trip Home!
Travel Day - Have a Safe Trip Home!
Register Early & Save!
Register Early & Save!
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