2017 Strategy Symposium

Thu, October 26 2017, 2:00 PM - Sat, October 28 2017, 2:00 PM [EST]

250 Market St, Portsmouth, NH, United States


1. Select Seats

2. Review and Proceed

Regular Registration First Person Partial Approval -$549.00

The first person to register from each credit union pays this price.

Regular Registration Additional Person Partial Approval - $449.00

For every additional credit union employee or board member attending after the first.

Regular Registration Young Professional (Under 35) Partial Approval -$349.00

Guest Ticket Partial Approval - $99.00

Only for non-credit union employee or board member guests, such as spouses.

Business Partner - Regular Registration First Person Partial Approval -$675.00

Business Partner - Regular Registration Additional Person Partial Approval - $599.00

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Event Information

Thu, October 26 2017, 2:00 PM - Sat, October 28 2017, 2:00 PM [EST]

About the Event

Whether it is unlocking the possibilities of blockchain technology, building a better board, or innovating on the consumer experience, the credit union movement is full of opportunities to grow and learn. Attend the 2017 Strategy Symposium and forge a path forward for your credit union’s success.

Join the Credit Union League of Connecticut and the Association of Vermont Credit Unions for the 2017 Strategy Symposium. Located in Portsmouth, New Hampshire, this interactive two-day conference will be facilitated by Jay Johnson of Callahan & Associates. Jay will provide an overview of the four highest-potential-impact trends facing financial services in 2018 and beyond, and introduce you to subject matter experts who will dive deeper into each issue. Engage in action-orientated dialogue with credit union leadership in a way that will fuel your credit union’s long-term planning.

To register by paper, click here. 

Book your hotel room here. ($209/night plus tax and $19/day parking)



Brenton Peck, Senior Manager, Center for Financial Services Innovation

Leveraging Credit Unions for Consumer Financial Well-Being


Vasilios Roussos, Managing Director, DCU FinTech Innovation Center

Driving Innovation: Real-life stories of CU and FinTech Partner Success 


Peter Callahan, Founder, Fresh Perspectives

Building a Better Board


James Cunha, Senior Vice President, Federal Reserve Bank of Boston

Block Chain and the Future of Payments

Credit Unions and Blockchain

Together we’ll examine the light side vs. the dark side of this new technology. There are many opportunities that blockchain presents for credit unions, but there are also concerns. We’ll also look at how blockchain will become ubiquitous and change consumers’ lives in the years to come.


Building a Better Board

The Regulators say that qualified volunteers and volunteer succession planning should be one of credit unions’ biggest issues in long-term strategic planning, but it is a hard topic to address. Hear real-life examples from a CEO and a Board Chair who can discuss the perspective of each in reinventing the organization.


Consumer Experience and Consumer Financial Health

Consumer expectations have changed significantly and credit unions are positioned to be engaged, predictive, and helpful in managing the financial lives of members. How can credit unions be relevant, financially viable, and radically committed to the financial well-being of their members?


Forging a Path Forward

It isn’t getting any easier to be a credit union, but there are some organizations that have made innovation in the face of potential disruption look like it’s part of their DNA. This session will feature several examples of credit unions that are carving their own paths forward with great success.



Facilitator: Jay Johnson, Partner, Callahan & Associates

Jay Johnson is a partner at Callahan & Associates, a respected credit union strategist, and a leading industry voice continuously sought out for his insights. He has more than 22 years of financial industry experience working at top 20 banks and within the credit union industry. Jay’s extensive knowledge and approachable style makes him an outstanding presenter and facilitator. His impactful presentations provide real-world examples of successful strategies, tactics, and programs and deliver a new way of thinking about cooperative benchmarking. Jay’s thought-provoking presentations deliver fresh ideas for creating greater member value, allowing credit union executives to differentiate themselves and placing an emphasis on collaboration among credit unions. Jay also serves as president of Callahan Financial Services, a subsidiary of Callahan & Associates dedicated to expanding credit unions’ investment alternatives. In this role Jay oversees Callahan’s Credit Union Financial Services Limited Partnership (CUFSLP), a multi-owner CUSO that researches credit union business opportunities, and the TRUST for Credit Unions, which supports credit union investments through professionally managed mutual funds. Jay holds a bachelor’s degree in business administration degree from Southern Methodist University in Dallas, TX, and an MBA from the Goizueta Business School at Emory University in Atlanta, GA. He is a CFA Charterholder and holds FINRA license series 7, 24, 27 and 63. Jay also currently serves on the NACUSO Board of Directors.



Registration fee includes Thursday night reception, breakfast on Friday and Saturday, and lunch on Friday.







Event Location

About the Organizer

A joint conference with the Credit Union League of Connecticut and the Association of Vermont Credit Unions.