CUbroadcast Studio Lounge interviews at
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Studio Lounge interview schedule...
Monday, February 2
Tony Hernandez, President & CEO at Defense Credit Union Council
Topic: DCUC Strategic Objectives in 2026 (Advocacy, Communications, Conferences, and Increased Member Value)
Darius Wise, President/CEO at Red Rocks Credit Union, Joeri Carty, Board Chairman, Tiffany Watts, Board Vice Chair at Red Rocks Credit Union
Topic: Keys to successful Board/CEO working relationships
Tammy O'Hara, Executive Benefits Consultant & Partner at PARC Street Group; Tim Strandquist, Executive Benefits Consultant & Partner at PARC Street Group; and Jason Berman, Executive Benefits Consultant at PARC Street Group
Topic: What's 2026 looking like for PARC Street Group
Chad Shane, President/CEO at Canvas Credit Union
Topic: Board/CEO working success best practices
Ricky Otey, President/CEO at Partners Federal Credit Union
Topic: Symposium takeaways/highlights/expectations
David Bell (Opening General Session Speaker), Author, Professor, Investor, and Thought Leader
Topic: Digital Transformation and the Future of Direct-to-Consumer Business
Tansley Stearns, President/CEO at orsa credit union, and Teri Keuhn, Board Chair at orsa credit union
Topic: Keys to a successful working relationship between Board and C-Suite -- rebranding efforts, as an example since the credit union just conducted a name change
Ryan Myers, SVP at Advisors Plus, Velera
Topic: Regulatory updates and CU impact, managing K-shaped economy, as well as Velera's Advisors Plus updates
Brian Caldarelli, EVP & Chief Administrative Officer at Velera
Topic: Velera integration updates and current legislation
Chuck Fagan, President/CEO at Velera
Topic: CUES Hall of Fame Induction
Tuesday, February 3
J.P. O'Connor, Senior Compensation Consultant at PARC Compensation Consulting
Topic: Compensation and recruiting trends
Blair Parker, SVP of Financial Institution BD at Mastercard
Topic: Mastercard - Helping Credit Unions engaged and deliver real value to members.
Paris Chevalier, President/CEO at South Bay Credit Union, and Chris Otey, Board Chair at South Bay Credit Union
Topic: Keys to successful Board/CEO working relationships, as well as successful cannabis banking and AI initiatives
Andres Pasantes, CEO at Engage fi
Topic: Leadership Transition, Acquired Intellectual Dimensions, New Data Services Division, M&A Services, Industry Focus for 2026
Rebecca Myers-Haeussler, Executive Benefits Coordinator at ALM First
Topic: Gen Z perspective on credit unions
Heather LaMarre (Breakout Session Speaker), Author, Professor, and Founder of HBM Strategies and Heartbeat Media
Topic: DeRisking Environmental Threats: Strategies for Todays Leaders
Peter Myers, SVP at DDJ Myers
Topic: Blind Spots in Board Succession
Wednesday, February 4
Tom Sievewright, Director, Executive Benefits at ALM First, Alec Hollis, Managing Director, ALM Strategy Group at ALM First, and Ryan Sherwin, Managing Director, Sales & Client Relations at ALM First
Topic: What forward looking credit unions are doing differently in 2026
John Holt, CEO at Nutmeg State Financial Credit Union, and Luis Ramos, Board Chair at Nutmeg State Financial Credit Union
Topic: Keys to successful Board/CEO working relationships, mergers activity (2 last year for Nutmeg State Financial), trust between CEO and board
Nicholas Hinrichsen, CEO/Co-founder at WithClutch
Topic: How AI handles collections -- quite effectively
Heather McKissick, President/CEO at CUES, and Terrance Williams, President/CEO at TruStage
Topic: CUES and TruStage® Launch Leadership Pathways to Expand Access to Executive-Ready Talent Across the Credit Union System
Anthony Goodman, Senior Client Partner & Leader of the North American Board Effectiveness Practice at Korn Ferry, and Andrea Gosz, Senior Client Partner, Financial Services Markets at Korn Ferry
Topic: The Future-Ready Board: Strategies to Strengthen Credit Union Board Leadership
Dave Robertson (Breakout Session Speaker), Senior Lecturer at the MIT Sloan School of Management
Topic: Disrupting the Innovation Process: How to use AI to triple the speed and increase the quality of your innovation process
Deedee Myers, CEO at DDJ Myers
Topic: Internal CEO Readiness
Mike Reuter, President at Worldwide Foundation for Credit Unions
Topic: International Credit Union Disaster Relief, WFCU's 2026 Theme and Upcoming GAC events
Thursday, February 5
Pixie Gray, VP/Organizational Development at CUES, and Jon Jones, Performance Consultant at CUES
Topic: Benefits of CUES Essential Leadership Program for emerging leaders -- and subsequent Consulting Services
Monday, February 2
Tony Hernandez, President & CEO at Defense Credit Union Council
Topic: DCUC Strategic Objectives in 2026 (Advocacy, Communications, Conferences, and Increased Member Value)
Darius Wise, President/CEO at Red Rocks Credit Union, Joeri Carty, Board Chairman, Tiffany Watts, Board Vice Chair at Red Rocks Credit Union
Topic: Keys to successful Board/CEO working relationships
Tammy O'Hara, Executive Benefits Consultant & Partner at PARC Street Group; Tim Strandquist, Executive Benefits Consultant & Partner at PARC Street Group; and Jason Berman, Executive Benefits Consultant at PARC Street Group
Topic: What's 2026 looking like for PARC Street Group
Chad Shane, President/CEO at Canvas Credit Union
Topic: Board/CEO working success best practices
Ricky Otey, President/CEO at Partners Federal Credit Union
Topic: Symposium takeaways/highlights/expectations
David Bell (Opening General Session Speaker), Author, Professor, Investor, and Thought Leader
Topic: Digital Transformation and the Future of Direct-to-Consumer Business
Tansley Stearns, President/CEO at orsa credit union, and Teri Keuhn, Board Chair at orsa credit union
Topic: Keys to a successful working relationship between Board and C-Suite -- rebranding efforts, as an example since the credit union just conducted a name change
Ryan Myers, SVP at Advisors Plus, Velera
Topic: Regulatory updates and CU impact, managing K-shaped economy, as well as Velera's Advisors Plus updates
Brian Caldarelli, EVP & Chief Administrative Officer at Velera
Topic: Velera integration updates and current legislation
Chuck Fagan, President/CEO at Velera
Topic: CUES Hall of Fame Induction
Tuesday, February 3
J.P. O'Connor, Senior Compensation Consultant at PARC Compensation Consulting
Topic: Compensation and recruiting trends
Blair Parker, SVP of Financial Institution BD at Mastercard
Topic: Mastercard - Helping Credit Unions engaged and deliver real value to members.
Paris Chevalier, President/CEO at South Bay Credit Union, and Chris Otey, Board Chair at South Bay Credit Union
Topic: Keys to successful Board/CEO working relationships, as well as successful cannabis banking and AI initiatives
Andres Pasantes, CEO at Engage fi
Topic: Leadership Transition, Acquired Intellectual Dimensions, New Data Services Division, M&A Services, Industry Focus for 2026
Rebecca Myers-Haeussler, Executive Benefits Coordinator at ALM First
Topic: Gen Z perspective on credit unions
Heather LaMarre (Breakout Session Speaker), Author, Professor, and Founder of HBM Strategies and Heartbeat Media
Topic: DeRisking Environmental Threats: Strategies for Todays Leaders
Peter Myers, SVP at DDJ Myers
Topic: Blind Spots in Board Succession
Wednesday, February 4
Tom Sievewright, Director, Executive Benefits at ALM First, Alec Hollis, Managing Director, ALM Strategy Group at ALM First, and Ryan Sherwin, Managing Director, Sales & Client Relations at ALM First
Topic: What forward looking credit unions are doing differently in 2026
John Holt, CEO at Nutmeg State Financial Credit Union, and Luis Ramos, Board Chair at Nutmeg State Financial Credit Union
Topic: Keys to successful Board/CEO working relationships, mergers activity (2 last year for Nutmeg State Financial), trust between CEO and board
Nicholas Hinrichsen, CEO/Co-founder at WithClutch
Topic: How AI handles collections -- quite effectively
Heather McKissick, President/CEO at CUES, and Terrance Williams, President/CEO at TruStage
Topic: CUES and TruStage® Launch Leadership Pathways to Expand Access to Executive-Ready Talent Across the Credit Union System
Anthony Goodman, Senior Client Partner & Leader of the North American Board Effectiveness Practice at Korn Ferry, and Andrea Gosz, Senior Client Partner, Financial Services Markets at Korn Ferry
Topic: The Future-Ready Board: Strategies to Strengthen Credit Union Board Leadership
Dave Robertson (Breakout Session Speaker), Senior Lecturer at the MIT Sloan School of Management
Topic: Disrupting the Innovation Process: How to use AI to triple the speed and increase the quality of your innovation process
Deedee Myers, CEO at DDJ Myers
Topic: Internal CEO Readiness
Mike Reuter, President at Worldwide Foundation for Credit Unions
Topic: International Credit Union Disaster Relief, WFCU's 2026 Theme and Upcoming GAC events
Thursday, February 5
Pixie Gray, VP/Organizational Development at CUES, and Jon Jones, Performance Consultant at CUES
Topic: Benefits of CUES Essential Leadership Program for emerging leaders -- and subsequent Consulting Services
