Annual CUSO Conference

November 30, 2023 - December 3, 2023 | TradeWinds Island Grand Resort
St. Petersburg, Florida

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 12 CPE credits while attending this conference.

Registration & Hotel Information

Conference Registration

We offer an excellent educational return on your conference investment. Register early for the best conference rates!

Guest Program

Our Guest Program, available at just $225 per each additional guest, enables your registered guest(s) to join you during the following conference events: ($225 Additional)

Hotel Reservation

Call The TradeWinds Island Grand Resort at 800-808-9833. Be sure to mention CU Conference's Code CUSO2023 to receive rates starting at $225. 

The resort fee is WAIVED when you book your room your room through CU Conferences' room block.

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

Tampa International Airport (TPA) and St. Petersburg-Clearwater International Airport (PIE) are both 40 minutes from the Tradewinds Island Grand Resort

**All rates listed are subject to change and are estimates. Please check rates with the ground transportation taxi and shuttle booth prior to departure.


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

Jennie Boden, CEO
Quantum Governance, L3C

Mark Brewer, Sr. VP/Chief Information Officer
Launch CU

John Dearing, Partner

Joe Mirachi, President/CEO
Launch CU

Sundeep Kapur, Founder
Digital Credence

Hollie Montijo, Board Member
Launch  CU

Jonathan Taylor, CEO
CU Sol

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, November 30, 2023

11:30 a.m. - 1:00 p.m.

Conference Registration

1:00 – 1:15 p.m.

Opening Remarks

1:15 – 2:15 p.m. 

Exploring the Market Dynamics of CUSOs and Credit Unions

John Dearing, Partner, Capstone

2:15 – 2:30 p.m. 

Networking and Refreshment Break

2:30 – 3:30 p.m.

The Four Indicators of Governance Excellence

Jennie Boden, CEO, Quantum Governance, L3C

After years of researching, consulting with hundreds of clients and publishing numerous studies on governance and strategy, the Quantum Governance, L3C consulting group has identified four components that are vital to the engine that drives effective (or ineffective) governance. 

Quantum Governance CEO, Jennie Boden, will unveil these four components and explain why they are the most powerful indicators of governance effectiveness in any organization. Ms. Boden will discuss the statistically significant and positive correlation among them, provide best practices for ensuring that your organization's board and leadership are keyed into them as they plan for the future, and explain why you need to regularly analyze each of the four elements to truly understand your organization's governance effectiveness. 

3:30 – 3:45 p.m.

Daily Wrap Up

5:00 – 6:00 p.m. (GP)

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, OM Financial, and would like to thank them for co-sponsoring the reception. Learn more about OM Financial.

Friday, December 1, 2023

8:00 – 9:00 a.m. (GP)

Sit-Down Breakfast

Join us for a hearty sit-down breakfast. Registered guests are welcome to attend.

9:00 – 9:15 a.m.

Opening Remarks

9:15 – 10:15 a.m. 

5 Technologies That Are Right for CUSO Startups

Sundeep Kapur, Founder, Digital Credence

For an industry whose heart is focused on member care, there are so many things we can do for the consumer. The challenge we face is that of resources; if only we could unite to bring together a shared approach to technology our people can take over to offer that personalized care that our members expect. This session will highlight five technology solutions that need scale, a strong technology foundation, and collaboration to be successful:

While many CUSO's exist to assist with these initiatives they have failed to make the desired impact. Our discussion will summarize each CUSO offering, highlight key successful foundational principles, and give you a rational path to join other credit unions so you can be part of the same success. From lessons learned to ideal practices, you will walk away with powerful insight.

10:15 – 10:30 a.m. 

Networking and Refreshment Break

10:30 – 11:30 a.m. 

A Matter of Thought: Fiduciary, Strategic and Generative Thinking

Jennie Boden, CEO, Quantum Governance, L3C

Join us for an engaging and acclaimed session hosted by Quantum Governance CEO, Jennie Boden, focused on thinking differently. This session is a rare opportunity to explore the many facets of strategic and transformational thought, and discover what notions govern how we think and make decisions.

This workshop invites participants to portray members of the Board of Directors for the famed Boston Museum of Fine Arts to work in small groups to develop a plan to address a critical question facing them as directors. 

Taking on this role, participants articulate critical questions as they pertain to a carefully-crafted hypothetical scenario, all while learning how to identify and put into practice fiduciary, strategic and generative thinking. A key takeaway is understanding how these different modes of thought can propel your organization's strategy into the future.

11:35 a.m. – 12:35 p.m.

The CUSO Blueprint - Part I

Mark Brewer, Senior VP/Chief Information Officer
Joe Mirachi, President/CEO
Holli Montijo, Board Member

Is your Credit Union taking advantage of all the benefits a Credit Union Service Organization (CUSO) may offer?  Representatives of the $1.4 billion asset Launch Credit Union located in Merritt Island, FL will provide an overview of their CUSO strategy from three perspectives, Credit Union CEO, Credit Union Director as well as that of the CUSO Holding Company Executive.  Topics will include the credit union strategy, how the Board of Directors accepted the CUSO concept and risks as well as the benefits of employing a CUSO Holding Company.


We will share our governance oversight, specific CUSO investments, the type of CUSO we have found to be the most productive and finally the results we have achieved to date.

12:35 – 1:35 p.m. (GP)

Group Luncheon

Join us for lunch. Registered guests are welcome to attend.

1:35 – 2:35 p.m. 

The CUSO Blueprint - Part II

Mark Brewer, Senior VP/Chief Information Officer
Joe Mirachi, President/CEO
Holli Montijo, Board Member

Join the Launch Credit Union team after lunch for a continuation of a CUSO blueprint.

2:35– 3:20 p.m. 

Solutions with Soul: Doing Well While Doing Good

Jonathan Taylor, CEO, CU Sol

In an ocean of options for members of credit unions, and now members/owners of CUSO’s, aligning your CU/CUSO with your root social cause will not only differentiate in the marketplace but create “profitable purpose” and garner the greatest commodity of them all:  loyalty.  In this dynamic session, participants will learn how to:



This session is designed for CUSOs either looking to reinvent or enhance their value proposition and those individuals interested in forming a dynamic CUSO who strives to do well while doing good.

3:20 – 3:30 p.m. 

Daily Wrap-Up

Saturday, December 2, 2023

8:00 – 9:00 a.m. (GP)

Sit-Down Breakfast

Join us for a hearty sit-down breakfast. Registered guests are welcome to attend.

9:00 – 9:05 a.m.

Opening Remarks

9:05 – 10:15 a.m.

CUSO Deal Movers and Shakers

John Dearing, Partner, Capstone

Join John as he discusses:

10:15 – 10:30 a.m.

Networking and Refreshment Break

10:30 – 11:30 a.m.

The Learning CUSO

Sundeep Kapur, Founder, Digital Credence

"We are people following a process to provide products to people for a purpose." The very foundation of our industry is our team members serving members. It is our obligation and in our best interest to equip our team members to be as successful as they can be. 


More than a dozen credit unions have collaborated to create a curriculum that will enhance the learning for their team members. This session includes practical foundational aspects, real case studies and scenarios that continue to evolve, and has been driving effective results at each of these credit unions. The learning curriculum is designed to mentor team members to become "engaging" conversationalists, be able to personalize financial solutions for members, and have a solid understanding of technology, the economy - especially the financial industry.


The results have been profound - more member focus, a culture shift to offer exceptional service, and a keen improvement on "good sales techniques." But, this CUSO can only be successful if it has more partners. Come, listen, learn, and if you like what is shared, we hope you will join us in this journey.

11:30 11:45 p.m.

Conference Wrap-Up

Take the Afternoon & Evening to Enjoy the Sites, Sounds & Flavors of St. Petersburg!

Sunday, December 3, 2023

Travel Day - Have a Safe Trip Home!

Register Early & Save!