Director's Strategy and Credit Union Performance Conference
April 28 – May 1, 2025, Omni La Mansion del Rio Hotel | San Antonio, TX
The world is changing everyday. New technologies, new payment methods, new member communication channels, new competitive trends and cybersecurity risks, and so much more. How is your credit union preparing and adjusting to these new trends?
Join credit unions from across the country as we explore many trends during this new, and important conference.
Earn 12 CPE credits while attending this conference.
Conference Quick Links:
Registration & Hotel Information
Conference Registration
We offer an excellent educational return on your conference investment. Register early for the best conference rates!
On or Before February 27, 2025: $1395
February 28 – March 27, 2025 $1495
March 28, 2025 and Beyond: $1595
Guest Program: $295
Guest Program
Our guest program enables your registered guest(s) to join you during the following conference events: ($295 additional per guest)
Monday's Welcome Reception
Tuesday's Breakfast
Tuesday's Sit-Down Luncheon
Wednesday's Breakfast
Wednesday's Sit-Down Luncheon
Hotel Reservation
Book your room online or call Omni at 800-843-6664. Mention CU Conferences to receive special rates starting at $259.
When you book through CU Conferences’ block of rooms you will receive receive complimentary in-room Internet access and use of the fitness center.
Rates based on availability
If you are unable to book a room, please give us a call at 888-465-6010 for assistance.
Airport and Ground Transportation**
The San Antonio International Airport (SAT) is approximately 20 minutes from Omni La Mansión del Rio Hotel. Transportation Details:
A taxi ride is approximately $35 from the airport to the hotel
Uber and Lyft are also available.
Overnight parking is $49 a night with in and out privileges. $35 for day parking
Public self-parking across the street is $10 daily plus tax with no in & out privileges
Weather
The weather in San Antonio during the month of April is generally very pleasant. The average temperature reaches a high of about 81° during the day and high 50s in the evenings.
Speaker Information
Tom Glatt, Jr.
Principal/Strategy Consultant
Glatt Consulting Group, Inc.
Sundeep Kapur
Founder
Digital Credence
Elizabeth Rider
Chief of Staff
On the Mark Strategies
Conference Agenda
Schedule subject to change. Registered guests are welcome during these (GP) credit union conference events.
Monday, April 28, 2025
4:00 p.m. – 5:00 p.m.
Conference Registration
5:00 p.m. – 6:00 p.m. (GP)
Welcome Reception
Enjoy cocktails, light dining & networking with your conference peers from across the country, their guests and “The Ones In Red.“ 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.
Tuesday, April 29, 2025
8:00 – 9:00 a.m. (GP)
Breakfast
Join us for a hearty breakfast. Registered guests are welcome to attend.
9:00 a.m. – 9:15 a.m.
Opening Remarks
9:15 a.m. – 10:15 a.m.
Topic TBD
Tom Glatt, Jr.
Principal/Strategy Consultant
Glatt Consulting Group, Inc.
Tom Glatt, Jr.
Principal/Strategy Consultant
Glatt Consulting Group, Inc.
10:15 – 10:30 a.m.
Networking/Refreshment Break
10:30 – 11:30 a.m.
Topic TBD
Sundeep Kapur
Founder
Digital Credence
Sundeep Kapur
Founder
Digital Credence
11:35 – 12:35 p.m.
Assess Everything, Assume Nothing
Elizabeth Rider
Chief of Staff
On the Mark Strategies
Chief of Staff
On the Mark Strategies
Every organization, every credit union, has blind spots. Left unaddressed over time, these blind spots can grow like cancer and kill your credit union's growth. The key to getting ahead in today's competitive market is not flashy AI technology or data analytics software. It's assessment. Assessment reveals your unique blind spots and shows you how to fix them. This session will examine the three areas top performing credit unions today are assessing: your board, your marketing and your leadership.
Participants will learn:
How to increase efficiencies through assessment
The leadership tool that is transforming credit union teams across the country
Where and how to start assessing your credit union
12:35 – 1:35 p.m. (GP)
Group Luncheon
Join us for lunch. Registered guests are welcome to attend.
1:35 p.m. – 2:35 p.m.
Topic TBD
Tom Glatt, Jr.
Principal/Strategy Consultant
Glatt Consulting Group, Inc.
Principal/Strategy Consultant
Glatt Consulting Group, Inc.
2:40 – 3:40 p.m.
Topic TBD
Sundeep Kapur
Founder
Digital Credence
Founder
Digital Credence
3:40 – 4:00 p.m.
Daily Wrap Up
Wednesday, April 30, 2025
8:00 – 9:00 a.m. (GP)
Breakfast
Join us for a hearty breakfast. Registered guests are welcome to attend.
9:00 a.m. – 9:15 a.m.
Opening Remarks
9:15 a.m. – 10:15 a.m.
Tomorrow’s Generation Starts Today: Reaching Millennials and Gen Z
Elizabeth Rider
Chief of Staff
On the Mark Strategies
Chief of Staff
On the Mark Strategies
The millennial generation has been the subject of intrigue and debate for the last two decades. Now, just as you think you’ve figured out how to reach them, their successors are following closely behind: Generation Z. Lumping these distinctly different generations into one category of “young people” is a fatal mistake for your credit union. However, with the proper marketing and strategic direction, you could make both these generations loyal to you for life.
10:15 a.m. – 10:30 a.m.
Networking/Refreshment Break
10:30 a.m. – 11:30 a.m.
Topic TBD
Tom Glatt, Jr.
Principal/Strategy Consultant
Glatt Consulting Group, Inc.
Principal/Strategy Consultant
Glatt Consulting Group, Inc.
11:30 a.m. – 12:30 p.m.
Topic TBD
Sundeep Kapur
Founder
Digital Credence
Founder
Digital Credence
12:30 p.m. – 1:30 p.m. (GP)
Group Luncheon
Join us for lunch. Registered guests are welcome to attend
1:30 p.m. – 2:30 p.m.
Topic TBD
Sundeep Kapur
Founder
Digital Credence
Founder
Digital Credence
2:35– 3:35 p.m.
Topic TBD
Elizabeth Rider
Chief of Staff
On the Mark Strategies
Chief of Staff
On the Mark Strategies