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When

October 11 - 13, 2023 (UTC-04:00 EDT)

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Where

Mohegan Sun

Mohegan Sun Boulevard 1
Uncasville, Connecticut

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Tuesday, October 10, 2023


Women's Executive Leadership Networking Event | 2:00 pm - 3:30 pm

All credit union C-suite women and women executives are invited to join the event to form friendships and share ideas and concerns. To register, please forward your name, title, credit union and email address to Dawn Roberts at droberts@ccua.org. Note that this event is not part of APEX and is also SEPARATE from the Global Women's Leadership Network event at 4:00 p.m.


Global Women's Leadership Network | 4:00-7:00 p.m.

Session Topic: Harnessing the Power of an Inclusive Culture

**This session is not part of APEX and requires a separate registration. Registration link is here.**

This session is open to all identities.

Interested in sponsoring Global Women's? Visit this link.


Wednesday, October 11, 2023

  • 9:00 a.m. - 6:00 p.m. - Registration
  • 10:00 a.m. - 11:00 a.m. - Pre-Conference Learning Lab: Audit/Supervisory Committee: What is Our Role, and How Do We Add Value to Our CUs?
  • Ancin Cooley, Principal, Synergy Credit Union Consulting, Inc. 
  • 10:00 a.m. - 11:00 a.m. - Pre-Conference Learning Lab: Young Professionals Session - Conversations to Accelerate Employee Performance Potential
  • Jamie Resker, Founder and Practice Leader, Employee Performance Solutions LLC
  • 10:00 a.m. - 11:00 a.m. - Pre-Conference Learning Lab: Unlocking the Power of AI for Small Credit Unions
  • Panelists: Zest AI & Posh
  • 11:00 a.m. - 4:00 p.m. - Exhibit Hall Open
  • 12:30 p.m. - 1:00 p.m. - Opening Ceremony/Welcome Remarks
  • Bruce Adams, President and CEO, Credit Union League of Connecticut
  • Ron McLean, President/CEO, Cooperative Credit Union Association
  • 1:00 p.m. - 2:00 p.m. - Opening Keynote Session: Shattering Limitations and Daring to Thrive
  • Dima Ghawi, Executive Coach & Author, Dima Ghawi, LLC
  • 2:00 p.m. - 3:00 p.m. - Break with Exhibitors
  • 3:00 p.m. - 4:00 p.m. - Learning Lab: Keys to Pragmatic and Sustainable Board Leadership in a Dynamic Environment
  • Ancin Cooley, Principal, Synergy Credit Union Consulting, Inc.
  • 3:00 p.m. - 4:00 p.m. - Learning Lab: From ATMs to ITMs - What to Consider When Making the Leap
  • Paul V. Gandolfi, Vice President / Branded Sales Director, Dolphin Debit Access, LLC./Euronet Worldwide
  • 3:00 p.m. - 4:00 p.m. - Learning Lab: Navigating the AI Landscape for Credit Unions
  • Panelists: Zest AI, Interface, and eGain
  • 3:00 p.m. - 4:00 p.m. - Learning Lab: Emerging Compliance Risks, Challenges, and Opportunities for Small Credit Unions
  • Crystal Streeper, Sr. Compliance Officer and Training Coordinator, ViClarity
  • 4:30 p.m. - 5:30 p.m. - Welcome Reception w/Exhibitors
  • 5:45 p.m. - 7:00 p.m. - CU Executive and Exhibitor Reception (Invite Only)
  • 7:00 p.m. - Dinner on Your Own


Thursday, October 12, 2023

  • 7:00 a.m. - 6:00 p.m. - Registration
  • 7:30 a.m. - 8:30 a.m. - Breakfast
  • 8:30 a.m. - 9:30 a.m. - Keynote Session: Cut Through the Noise: Building an Effective Communications Strategy
  • Robert Gibbs, White House Press Secretary (2009-2011), EVP & Global Chief Communications Officer, McDonalds (2015-19), MSNBC Commentator
  • 9:00 a.m. - 11:45 a.m. - Exhibit Hall Open
  • 9:30 a.m. - 10:00 a.m. - Break with Exhibitors
  • 10:00 a.m. - 11:00 a.m. - Keynote Session: Understanding Your Audience: Effective Advocacy
  • Richard Gose, Chief Political Officer, CUNA
  • 11:00 a.m. – 11:45 a.m. - Break with Exhibitors
  • 12:00 p.m. – 1:30 p.m. - CT Awards Lunch and Annual Meeting - IN BALLROOM SALON D3
  • 1:45 p.m. – 2:45 p.m. - Learning Lab: BSA Training for Board Members
  • Judy Britt, Vice President of Compliance, Credit Union League of Connecticut
  • 1:45 p.m. – 2:45 p.m. - Learning Lab: Stop, Spot, and Roll - Charting and navigating a crisis communications strategy that minimizes disruption and seizes opportunity.
  • Tanya Meck, Partner and Managing Director, Global Strategy Group
  • 1:45 p.m. – 2:45 p.m. - Learning Lab: Navigating the Road to Faster Payments
  • Jim Olney, Vice President, Payments Strategy, Alloya Corporate FCU
  • 1:45 p.m. – 2:45 p.m. - Learning Lab: What's Your EVP? (Employee Value Proposition)
  • Allison Ebner, President, Employers Association of the NorthEast (EANE)
  • 1:45 p.m. – 2:45 p.m. - Learning Lab: Today's Marketing Frontier: Unleashing the Power of Digital Technology with Augmented and Virtual Reality Experiences
  • Panelists: LTI Business Solutions, Workers FCU, Worcester Red Sox
  • 2:30 p.m. - 4:00 p.m. - Exhibit Hall Open/Break with Exhibitors
  • 4:15 p.m. - 5:30 p.m. - CT Credit Union Only Reception (Invite Only)
  • 6:00 p.m. – 7:00 p.m. - Conference Reception (Uncas Ballroom)
  • 7:00 p.m. - Dinner on Your Own


Friday, October 13, 2023

  • 7:00 a.m. – 11:00 a.m. - Registration
  • 7:00 a.m. - 8:00 a.m. - Breakfast 
  • 8:00 a.m. – 10:00 a.m. - Exhibit Hall Open
  • 8:00 a.m. – 9:00 a.m. - Keynote Session: U.S. Economic Outlook & its Impact on Credit Unions
  • Steve Rick, Director, Chief Economist, TruStage
  • 10:00 a.m. – 11:00 a.m. - Closing Keynote Session: Alone in Antarctica
  • Felicity Aston, Britsh Explorer and Author
  • 11:00 a.m. - Conference Concludes / Hotel Check-Out
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