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2023 CUES Symposium

CUbroadcast Studio Lounge interviews at
CUES Symposium
Wailea, Maui, HI, Feb. 5-9, 2023
 ...

Our CUbroadcast Studio Lounge ventured to the beautiful island of Maui for the CUES Symposium February 5-9, 2023. Once there, we interviewed the conference's expert presenters, credit union attendees, vendors -- as well as many other industry innovators, game changers, and, of course, our wonderful sponsors ALM First, DDJ Myers, and Survey & Ballot Systems -- as well as the event's gracious hosts from CUES.

Enjoy our interviews with each of these subject matter experts, as they are all leveraging their expertise to make credit unions better every day. It is our privilege to bring these informative and entertaining conversations to you.

​And a give-back tradition we started a few years back: For every Studio Lounge interview we conduct, we will donate $10 to Credit Unions for Kids to help Children's Miracle Network Hospitals nationwide. So sign up to chat -- the kids win, too!
Credit Unions for Kids

Studio Lounge interviews brought to you by ...
ALM First
DDJ Myers
Survey & Ballot Systems
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Studio Lounge interview schedule:

Monday, February 6
Dale Turner, President/CEO of TruStone Financial Credit Union
Topic: How CEOs and Boards work together, helping their credit unions succeed
Chris Otey, CU 2.0 and South Bay Credit Union Board Chair, and Paris
Chevalier, South Bay Credit Union President/CEO
Topic: Practical strategies CEOs and Board members can use to foster success at their credit union
Deedee Myers, President at DDJ Myers, and Peter Myers, Senior Vice President at DDJ Myers
Topic: Talent acquisition in today's unique labor market of record low unemployment, fintech layoffs, and hard-to-find talent
Peter Myers, Senior Vice President at DDJ Myers
Topic: Advanced Leadership Program through GoWest Credit Union Association

Brandi Gregory, Managing Director at Cornerstone Advisors, and Steve Williams, President/Co-founder of Cornerstone Advisors
Topics: "Preserving Precious Payments in Precarious Times" (conf. session)
Jerry Saalsa, Interim CEO & SVP /CAO at CUES
Topic: Symposium overview and CUES outlook for 2023
Lesley Sears, VP of Consulting for CUES
Topic: “Change Management and the Power of Organizational Insight” (conf. session)

Tuesday, February 7
Jimese Harkley, VP of Membership for CUES
Topic: John Pemb
roke Catalyst for Change Award
Jill Nowacki, President/CEO of Humanidei
Topic: The talent kerfuffle: low unemployment, fintech layoffs, dearth of talent -- what's a credit union to do?

Geoff Bullock, President/CEO at Harborstone Federal Credit Union
Topic: How new CEOs hit the ground running working with their Boards
Steven Stapp, President/CEO at Unitus Community Credit Union, and Sam Banerjee, Board Chair of Unitus Community Credit Union
Topic: CEO/Board Relationship, Worldwide Foundation and Support for Ukraine, implementing comprehensive DEI strategy, Environmental Sustainability (Unitus just purchased a new site for its corporate facility and have 5 acres of dedicated wetlands to offset its footprint, which is a 1st in the nation!)
Amy Hysell, President at Arizona Financial Credit Union
Topic: Newly-hired CEO practices working with Boards

Christopher J. Stevenson, CAE, Senior Vice President/Chief Learning Officer for CUES
Topic: Fintech Institute
Tansley Stearns, President/CEO at Community Financial Credit Union
Topic: How Boards and CEOs work together to help the credit union succeed (challenges, opportunities, etc.), Community First's "In the Cellar" event
Tansley Stearns, President/CEO at Community Financial Credit Union, and Kirk Kordeleski, OM Financial Group
Topic: Canvas Credit Union and OM Financial partnership, providing four foundations of executive compensation to help keep the 'band' together
Celeste Schwitters, SVP, Head of Community Accounts at VISA
Topic: Creating Connected Experiences Using Data (conf. session)

Wednesday, February 8
Renee Christoffer, President/Chief Executive Officer at Veridian Credit Union, and Jeff Disterhoft, President/CEO of GreenState Credit Union
Topic: Work Iowa credit unions are doing in regards to closing the homeownership gap (conf. session)
Brian Scott, Chief Growth Officer at PSCU
Topic: Symposium highlights, credit union CEO and Board Chair dynamic, findings from latest Eye on Payments study, and much more
Deedee Myers, President at DDJ Myers, and Emily Hollis, CFA, CEO of ALM First
Topic: How ALM First's Acquisition of DDJ Myers Enhances Their Focus on Credit Unions
Jenn Addabbo, CEO & Co-Founder at Engage fi; Andres Pasantes, COO at Engage fi; and Matt McCombs, CEO of Vibrant Credit Union
Topic: The importance of strategic partnerships and outside-in perspective to stay ahead of the technology investment curve
Rick Will, Board Chair at USF Federal Credit Union
Credit union case study on credit union board pre-meetings 

David Tuyo, President/CEO at University Credit Union, and Norma Iadevaia, Board Chair at University Credit Union
Topic: Best practices for a productive CEO and Board relationship

Thursday, February 9
Peter Myers, SVP at DDJ Myers, and Calvin Myers, DDJ Myers leader in training
Topic: Succession planning and talent development
Edward B. Cody, Chairman at PenFed Credit Union
Topic: What PenFed CU has been doing supporting various Veteran/Military/Community groups from both the credit union and the PenFed Foundation
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