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2025 CUES Symposium
CUbroadcast Studio Lounge interviews at
CUES Symposium
Poipu, Kauai, Hawaii, January 26-30, 2025
Our CUbroadcast Studio Lounge headed across the Pacific to Kauai, HI, January 26-30, 2025, for the CUES Symposium. Once there, we interviewed the event's expert presenters, credit union attendees, exhibitors, as well as many other industry innovators, game changers, and, of course, our mighty fine hosts from CUES and our supporting sponsors: ECG, PARC Street Partners, ASAPP Financial Technology, and Despite Impossible podcast.
Credit Unions for Kids
Give back...
​A give-back tradition we started a few years ago: 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 and the kids win, too!


​Studio Lounge sponsors...
CUES
PARC Street partners
ecg
despite impossible podcast
ASAPP Financial Technology

Studio Lounge interview schedule:

Monday, January 27
Mike Reuter, President at Worldwide Foundation for Credit Unions
Topic: 2025 Worldwide Foundation Campaign/Theme/Impact​
​Steven Stapp, President/CEO at Unitus Community Credit Union
Topic: “Unitus Social Responsibility Commitments”
Bruce Bauer, Senior Partner & Brooks Berardi, Partner at Earnest Consulting Group
Topic: Earnest Consulting Group: Breaking Barriers and Building Successful Futures
Nick Evens, President/CEO at Curql
Topic: Curql activities and Fund Update
Deedee Myers, Ph.D., MSC, PCC, CEO of DDJ Myers, an ALM First company
Topic: Mis-Steps in CEO Succession (session)
JR Pierman, President and CEO of ASAPP Financial Technology, and Ken Shea, President and CEO of East Coast Credit Union
Topic: Lessons and Opportunities of Digital Transformation
Amy Sink, CEO at Interra Credit Union
Topic: Prizeout use
Ryan Myers, Senior Vice President, Advisors Plus, Velera
Topic: What’s new and the future of Advisors Plus
Brian Caldarelli, Chief Administrative Officer at Velera
Topic: Velera Integration Update
Sean Kaley, President/CEO at Kauai Federal Credit Union
Topic: Community outreach regarding local natural disasters -- Economic Resilience Center

Tuesday, January 28
Tony Hernandez, President/CEO at DCUC, Jeff Bolton, “The Watch” Executive Producer & Andy Roquet, Senior Partner at Earnest Consulting Group
Topic: “The Watch” – Aligning Credit Union Values with Groundbreaking Initiatives
John Holt, CEO at Nutmeg State Financial Credit Union, and Dr. Luis Ramos, Board Chair at Nutmeg State Financial and NACUC
Topic: CEO-Ceo/Chair relationship, Mergers, what we did in 2024
Josh DeTar, EVP - Evangelism at Tyfone
Topic: Introduces "Digital Plus Plus" Strategy for Credit Unions
Tansley Stearns, President/CEO at Community Financial Credit Union, and Teri Kuehn, Board Chair at Community Financial CreditUnion
Topic: Community Financial discussing the process and results from an governance audit with Filene's Amy Hillman at the Corporate Governance & Strategy COE
Velera's EVP, Chief Growth Officer Brian Scott
Topic: Leveraging Technology to Retain Younger Members
Leah Gazaway, Executive Search Consultant at DDJ Myers
Topic: Executive search trends for credit unions


Wednesday, January 29
Celeste Shelton , Executive Director, NACUC
Topic: Board Education
PARC Street Partners' Bruce Smith, University Credit Union's David Tuyo, and Community Choice's Josh Cook, and Canvas Credit Union's Chad Shane
Topic: Client success stories in attracting and retaining top talent
PARC Street Partners crew
Topic: Update on PARC Street Partners and latest executive benefits trends in credit unions today
Celeste Schwitters, SVP, Head of Community Accounts at Visa, Yvonne Stelpflug, SVP at Advisors Plus, and Brandi Gregory, Managing Director at Cornerstone Advisors
Topic: Vision Women's Leadership series update
Chad Helminak/VP Talent Dev Programming/Leadership Competencies, and Pixie Gray, VP/Organizational Development at CUES
Topic: Managing Polarities in Governance (session)
Tom Sievewright Director, Executive Benefits , and Ryan Sherwin, Managing Director Sales and Client Relations at ALM First
Topic: ALM First Updates, AACUC CDA Fund, Executive Benefits.
Steve Bugg / President and CEO and Pat Price / Board Chair Great Lakes Credit Union
Topic: Keys to successful CEO/Board relationships at today's credit unions
Chris Gomez, CEO at Heritage Family Credit Union, and Kevin Loso, Immediate Past Chair at Heritage Family Credit Union
Topic: CEO/Board Chair Relationship and effective governance
Jennifer Oliver, President/CEO at Rize Credit Union
Topic:
 Southern California wildfire relief and recovery
Dr. Lamont Black, Professor at DePaul University in Chicago, Driehaus College of Business
Topic: An Approach to AI Adoption for Credit Unions (session)
Dr. Lamont Black, Professor at DePaul University in Chicago, Driehaus College of Business
Topic: Wide Open Ventures launch
Christie Kimbell, Executive Vice President at Filene Research Institute
Topic: New Center of Excellence -- 
The Center for Design for Digital led by Jerry Kane
Heather McKissick, President/CEO at CUES, and Jeff Guthrie, CEO of the Canadian Credit Union Association
Topic: Partnership between CUES and Canadian Credit Union Association

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