APEX 2024

Get ready for an extraordinary experience as the Cooperative Credit Union Association and the Credit Union League of Connecticut join forces once again to present APEX 2024! This annual premier event, now in its fourth year, promises unparalleled excitement and networking opportunities. Mark your calendars for October 16-18, and join us at the exquisite Mohegan Sun Resort in Uncasville, Connecticut, for an unforgettable convention-level gathering.

Connect with credit union professionals from across Connecticut, Delaware, Massachusetts, New Hampshire, and Rhode Island for an unmatched blend of networking and education at APEX 2024. Explore how our event can propel your credit union forward with a dynamic lineup of inspirational speakers, practical workshops, and an expansive vendor showcase.

Don't miss out on this exceptional opportunity to connect with like-minded professionals and take your credit union to new heights. Secure your spot at APEX 2024 today!

Be transported by the celestial voice of Andrea Bocelli – act now and register by August 16, 2024 for the chance to win two tickets to his unforgettable concert, a $100 VISA gift card, and a luxurious stay at Mohegan Sun on December 15, 2024!

APEX 2024 CONVENTION CENTER MAPS 

Credit Union Registrant: $649 per person
The registration fee includes all APEX keynote sessions and learning labs; all breaks; welcome reception on Wednesday; breakfast, awards lunch, and reception on Thursday; breakfast on Friday. Registrants’ guests may attend for the guest fee listed below. 

Small Credit Union Registrant (Credit Union Assets less than $200 Million): $449 per person
The small credit union registration fee includes all APEX keynote sessions and learning labs; all breaks; welcome reception on Wednesday; breakfast, awards lunch, and reception on Thursday; breakfast on Friday. Registrants’ guests may attend for the guest fee listed below. 

Young Professional Network Member: $449 per person
The Young Professional Network member registration fee includes all APEX keynote sessions and learning labs; all breaks; welcome reception on Wednesday; breakfast, awards lunch, and reception on Thursday; breakfast on Friday. The registrant must be a member of the CCUA’s Young Professional Network. Young professionals' guests may attend for the guest fee listed below. 

Guest: $349 per person
The guest registration fee includes all APEX breaks; welcome reception on Wednesday; breakfast, awards lunch, and reception on Thursday; breakfast on Friday. Guests are welcome to attend any keynote sessions or learning labs.

Annual Meeting Attendance on Thursday Only: 
Any CCUA Member Credit Union in good standing may attend the Annual Business Meeting ONLY and at no charge.

Deadline
Deadline for all registrations is Friday, September 27, 2024.

Cancellation Policy
Cancellations must be received in writing. If received by CCUA on or before Friday, September 27, 2024 registrant is entitled to a full refund. Cancellations after this date will incur a $100 cancellation fee. No refunds on cancellations received after Friday, October 4, 2024. Substitute registrants will be accepted at any time without penalty.

Information
For further information about APEX 2024, please contact info@ccua.org.

CCUA CREDIT UNION REGISTRATION
CULCT CREDIT UNION REGISTRATION 

Pre-Conference: Tuesday, October 15, 2024

Wednesday, October 16, 2024

First full day, also includes pre-con sessions

Thursday, October 17, 2024

Friday, October 18, 2024

Kenny Aronoff

World Renowned Drummer, Author, and Speaker

Opening Keynote Session: Leadership Teamwork, Collaboration, Communication, and Creativity
Wednesday, October 16th at 1:00 pm [Salon A]

Kenny Aronoff is one of the world’s most influential and in demand drummers and percussionists. Rolling Stone Magazine named him as one of the “100 Greatest Drummers of All Time” and the readers of Modern Drummer Magazine named him the #1 Pop/Rock Drummer and #1 Studio Drummer. The list of artists he’s worked with on the road and/or in the studio is a who’s who of the music industry’s top talent.  Names like: Elton John, Bob Dylan, Celine Dion, John Fogerty, John Mellencamp, Avril Levine, Lady Gaga, Smashing Pumpkins and MANY more. 

With a style of playing that combines power and finesse, his unique and versatile sound has been instrumental on over 60 GRAMMY-nominated or awarded recordings representing over 300 million in sales, with more than 1,300 that were RIAA certified Gold, Platinum or Diamond. He is the drummer on four Billboard #1 Hits, and dozens of Top Ten hits.

Kenny’s winning approach to drumming, teamwork, leadership, and life has given him the ability to sustain a successful career for over four decades. He has an extraordinary gift and ability to manipulate sound using drums, cymbals and a variety of percussion instruments, the combination of which create a rare and custom accompaniment for each artist for whom he sets the pace – and raises the bar. Known as the Hardest Hitting Man in Show Business, Kenny has created some of the most iconic drum parts in rock history, including perhaps his most famous moment on John Mellencamp’s “Jack and Diane”.
 

Jennifer Golbeck

Professor and Tech Expert at University of Maryland

Keynote Session: Building Trust Between Humans & AI to Supercharge Your Business
Thursday, October 17th at 8:30 am [Salon A]

Dr. Jennifer Golbeck, a computer scientist and Director of the Social Intelligence Lab at the University of Maryland, College Park, specializes in social media analysis and developing practical privacy and security solutions. A Slate and The Atlantic contributor, Dr. Golbeck is a regular guest host on NPR's The Kojo Nnamdi Show. Her compelling TED talk was recognized as one of the most impactful of 2014. She holds degrees in Economics and Computer Science from the University of Chicago, as well as a Ph.D. in Computer Science from the University of Maryland, College Park.

Tessa White

Founder at The Job Doctor

Keynote Session: Greatest Thing Leaders Can Do
Thursday, October 17th at 10:00 am [Salon A]

Tessa White, known as the Job Doctor, launched a practice to help individuals better navigate the workplace, and help companies better unlock the potential of their people, just as the pandemic hit. 

Tessa exploded on social media with her expertise on careers and how to navigate the complicated relationship between individuals and the workplace in late 2020, after 20 years leading human resources functions within the Fortune 50 to fast growth start-ups. Her insights struck a chord, garnering more than one million followers on social media and she is consistently ranked in the top 1% of similar creators on her LIVE career sessions on TikTok. Her unique perspective on the modern workplace earned her a place on USA Today’s list as one of the top speakers to watch in 2022. 

Her book, The Unspoken Truths for Career Success, was released February 28, 2023 and her podcast, The Job Doctor is In, is available on Spotify and Apple.

When she isn’t working with companies or individuals about the modern workplace, she can be found on the river, where she fly-fishes. 

Digital Transformation Panel Discussion

Friday, October 18th at 8:45 am [Salon A]

Moderator Sam Das, Managing Director at TruStage Ventures: Sam Das spearheads investments and advisement for early-stage fintech and insurtech startups. With a background as founder and CEO of a fintech startup, as well as experience in investment banking at firms like Houlihan Lokey, Das brings a wealth of expertise in strategic transactions valued at over $10 billion. In addition to his role at TruStage Ventures, Das serves as Vice President of Corporate Development, driving strategic initiatives for the organization since 2017. A graduate of Brown University with a degree in Applied Mathematics, Das is committed to fostering innovation and growth in the financial and insurance technology sectors.

Panelists:

Nicholas Hinrichsen, CEO & Co-Founder at Clutch: Nicholas Hinrichsen earned his MBA from Stanford's Graduate School of Business and co-founded a digital car retailing company in 2013, which he sold to Carvana in 2017. After three years with Carvana, Nicholas and his co-founder Chris Coleman launched Clutch to transform Credit Unions into FinTech lenders. They raised $41M in venture capital and acquired 110 Credit Unions as clients, enhancing their consumer-facing account opening and loan origination experiences.

Barry Kirby, CRO & Co-Founder of Union Credit: Barry Kirby is a highly accomplished professional in the fintech and credit union industry, currently serving as the Co-founder and Chief Revenue Officer at Union Credit. Before this, he was the Senior Vice President and Managing Director at CuneXus, a subsidiary of TruStage. Barry's career includes significant contributions to business development, fintech product growth, strategic channel partnerships, client relations, marketing, underwriting, and risk assessment. He was also part of the original team that built the DecisionLender platforms and managed TCI for 15 years, a company later acquired by MeridianLink. With extensive experience and a proven track record, Barry continues to drive innovation and growth in the fintech sector.

Sarah Martin, CEO at Pulsate: Sarah Martin leads Pulsate, a mobile-first, personalized member engagement platform that helps customers optimize revenue and engagement through data-driven mobile marketing communications headquartered in Dublin. Before joining Pulsate, Sarah founded Mamabud, an e-commerce platform for direct business-to-consumer sales in China. Earlier in her career, she held key positions at Digicel and Unilever. Sarah holds an MBA and a Master's in Marketing from University College Dublin. With her diverse experience, she continues to drive innovation in mobile marketing and member engagement.

Kendall Burton

Resilience Speaker, Stroke Survivor, Softball Champion

Closing Keynote: Mastering the Three Gs: Grace, Grit, and Gratitude
Friday, October 18th at 9:30 am [Salon A]

Kendall Burton is a motivational speaker and fitness professional based in Dallas, Texas, dedicated to inspiring others to achieve their full potential. Having overcome significant challenges, including 23 surgeries and an acute ischemic stroke, Kendall’s story is one of resilience and determination. Her journey includes competing in the Women's College World Series and leading a thriving fitness studio, where she has been instrumental in shaping the studio's vision and success. Through her speaking engagements, she shares personal stories and practical advice that resonate deeply with audiences. 

Glory LeDu

President/CEO of CU Risk Intelligence

Pre-Con Learning Lab: Board Fiduciary Duties & Responsibilities
Wednesday, October 16th at 10:00 am [Oneida/Penobscot]

Learning Lab: Navigating the Compliance Landscape: Hot Topics for Credit Unions
Wednesday, October 16th at 3:00 pm [Oneida/Penobscot]

Glory LeDu is the CEO of CU Risk Intelligence and League InfoSight, a league-owned company providing compliance solutions to over 3,000 credit unions nationwide through credit union league and association partners. With over 20 years in the financial industry, her extensive experience includes roles in credit unions, investment banks, and broker-dealers.

Passionate about compliance, Glory regularly assists compliance professionals from institutions of all sizes and provides comprehensive compliance training to credit union employees, officials, and examiners. She holds a Bachelor of Science degree from Northern Michigan University and a Master of Science degree from Pace University.

 

Small Credit Union Success Panel 

Wednesday, October 16th at 3:00 pm [Nehantic/Pequot/Paugussett]

Moderator Barb Lowman, President CUNA Strategic Services: Barb Lowman is the President of CUNA Strategic Services (CSS).  Serving in the credit union industry for more than twenty-five years, she is a seasoned credit union technology and operations executive with a proven track record of delivering innovative products and superior service to help credit unions and their members thrive.  As a Credit Union Development Educator (CUDE) and relationship-driven leader, Barb genuinely believes in the credit union philosophy of “People Helping People” and lives it in both her personal and professional lives every day.  As an extremely motivated and driven individual, she embraces her role and the opportunity to partner with credit unions to create and execute growth strategies and improve the financial lives of their members.

More panel details coming soon!
 

Jamie Jackson

CEO of Arkatechture

Learning Lab: Beyond Business Intelligence: Leveraging Your Data as a Strategic Asset
Wednesday, October 16th at 3:00 pm [Passamaquoddy/Brothertown]

Jamie leads Arkatechture as the Founder & CEO with energy & compassion. Through the growth and evolution of Arkalytics, he embarks on a journey to build a community of data-driven financial institutions. He is a data engineer at heart with 20+ years of experience building large operational databases, data warehouses, and decision support systems. Combined with his business intelligence and data visualization development background, Jamie enables organizations to design, implement, and adopt the information systems necessary to advance their strategic goals through data analytics.
 

John Almeida

CEO of Arkatechture

Learning Lab: Comprehensive Approach to Fixed Income Portfolio Strategy and Management
Wednesday, October 16th at 3:00 pm [Shinnecock/Nipmuc]

Jamie leads Arkatechture as the Founder & CEO with energy & compassion. Through the growth and evolution of Arkalytics, he embarks on a journey to build a community of data-driven financial institutions. He is a data engineer at heart with 20+ years of experience building large operational databases, data warehouses, and decision support systems. Combined with his business intelligence and data visualization development background, Jamie enables organizations to design, implement, and adopt the information systems necessary to advance their strategic goals through data analytics.

Women in Fintech: Leading the Charge for Financial Empowerment

Thursday, October 17th at 1:45 pm [Passamaquoddy/Brothertown]

Moderator Melissa Pomeroy, EVP & Chief Operating Officer, CCUA: Melissa Pomeroy is the Executive Vice President and Chief Operating Officer at the Cooperative Credit Union Association (CCUA), where she strengthens relationships with credit unions and industry partners to help them achieve their goals in a dynamic market. Previously, she led a team at St. Mary’s Bank, the nation’s first credit union, and has held leadership roles in the healthcare sector. Melissa holds a Bachelor’s in Mathematics and Economics from Lafayette College and a Master’s in Operations Research from George Washington University.

Panelists:

Rhian Horgan, Founder & CEO, Silvur: Rhian Horgan is the founder and CEO of Silvur, a CUSO/FinTech that helps credit unions grow deposits and improve member engagement for the segment with the most assets as they navigate their post-W2 financial lives.  Prior to becoming CEO of Silvur, Rhian was a Managing Director for JP Morgan Chase. Rhian is a best selling author and has been a vocal advocate for ensuring that Social Security is modernized to meet the reality of 21st century retirement. 

Margaret Hartigan, Founder & CEO, Marstone: Inspired to help demystify finance for investors and enable institutions to better engage and retain clients, Margaret Hartigan founded Marstone, a Rhode Island-based digital wealth platform available for financial institutions to white-label and offer to their clients. Prior to starting Marstone, Margaret was a top quintile financial advisor for 10 years in the Global Wealth Management Group at Merrill Lynch, split between New York and San Francisco. A graduate of Brown University, Margaret is an active leader in the alumni and major development efforts at both Brown University and Phillips Exeter Academy. She’s a member of the Milken FinTech Advisory Committee, serves on the NPX advisory board, and is a former trustee of Sonoma Academy, in Santa Rosa, California.  

Tanya Van Court, Founder & CEO, Goalsetter [2024 CCUA Cyber Showcase Champion]: Tanya Van Court, Founder and CEO of Goalsetter, introduces a family-oriented app merging financial literacy with entertainment, akin to Nickelodeon meets Fintech. Goalsetter pioneers as the first holistic money app for families, instilling healthy financial habits from cradle to graduation. Featuring FDIC-insured savings accounts, teen/tween debit cards with parental controls, and game-based financial literacy quizzes, Goalsetter prioritizes learning before spending. Van Court's background spans senior roles at Discovery Education and Nickelodeon, and she holds engineering degrees from Stanford alongside invaluable parenting expertise from her own children.

Judy Britt

Vice President, Compliance at the Credit Union League of Connecticut

Learning Lab: BSA 2024 Update
Thursday, October 17th at 1:45 pm [Abenaki]

Judy has been a vital part of the Credit Union League of Connecticut for more than ten years, starting as Training and Compliance Coordinator. She now serves as the Vice President of Compliance, offering expert services to affiliated credit unions across Connecticut. Before her tenure at the League, Judy amassed extensive experience as a compliance specialist and paralegal, adept at interpreting state and federal regulations, legal communications, and contracts. She also has a strong background in delivering compliance training.

Judy holds a degree in Business Management from Sacred Heart University and earned her Paralegal Certification from the University of Connecticut.
 

Maximizing SBA Loan Programs & Services to Grow

Thursday, October 17th at 1:45 pm [Nehantic/Pequot/Paugussett]

UPDATED FOR WEB

Carlos Hernandez has served as the Lead Lender Relations Specialist at the Small Business Administration (SBA) since December 2011. He actively engages the Massachusetts network of lenders and financial institutions through webinars, conference calls, and other outreach initiatives. Carlos earned his Bachelor’s degree in Business Administration from the University of Central Florida. A U.S. Army Reserves veteran, he proudly served as a Staff Sergeant with two tours under Operation Iraqi Freedom.

Tuesday Perkins joined the New Hampshire SBA office as a Lender Relations Specialist in February 2020. She oversees the marketing, outreach, and training for SBA lending programs across the state and serves as the District International Trade Officer, helping small businesses expand into exporting. Prior to the SBA, Tuesday worked with the Department of Homeland Security as an Immigration Services Officer. She holds an MBA in Human Resources and Leadership from Franklin Pierce University and enjoys outdoor activities, camping, and spending time with her two grown children.

Daniel Horowitz has been a Lender Relations Specialist at the SBA’s Rhode Island District Office since April 2018. He brings extensive experience from various federal roles, including positions with SBA’s Office of Policy and Planning and the US House of Representatives Committee on Small Business and Entrepreneurship. A former small business owner and consultant, Dan has deep expertise in leveraging SBA programs to support businesses. He holds a Bachelor’s degree from Towson University and resides in Barrington, RI, where he volunteers on a town commission and enjoys life with his three sons.
 

Sam Brownell

Founder & CEO, CUCollaborate

Learning Lab: Leveraging Regulatory Benefits for Strategic Growth
Thursday, October 17th at 1:45 pm [Shinnecock/Nipmuc]

Sam Brownell is the Founder and CEO of CUCollaborate, a company dedicated to empowering credit unions to maximize their impact on members and communities. With over a decade of experience in the credit union industry, Sam is an expert in fields of membership, technology solutions, and growth strategies. His mission is to democratize finance by making credit unions more accessible to all consumers, thereby driving membership growth.

In addition to his role at CUCollaborate, Sam serves as an advisor and investor at Credit Mountain. Sam holds a BA in Political Science, Philosophy, and Economics from Denison University and is passionate about solving complex problems to create meaningful change in the financial services industry.

Wednesday, October 16, 2024
 

Pre-Conference Learning Lab: Learning Board Fiduciary Duties and Responsibilities 

Glory LeDu, President/CEO, CU Risk Intelligence / InfoSight

Being a credit union Director comes with many duties and responsibilities. This session is a great refresher for seasoned as well as newly appointed Directors. This training will review all duties, responsibilities, and best practices of highly effective boards. Learn how to avoid liability while ensuring fiduciary responsibilities are met.

Pre-Conference Learning Lab: Fintech Showcase 

Explore the future of financial technology at the Fintech Showcase, a featured event in APEX's pre-conference activities. Tailored for executives, young professionals, senior leaders, and board members alike, this showcase presents highlights of the latest innovations from leading fintech companies. Experience concise presentations on cutting-edge products designed to empower credit unions in this mini–Cyber Showcase. Discover solutions that enhance member services, streamline operations, and strengthen financial security. Engage with industry leaders and gain insights into the tools shaping the future of the credit union sector. Don’t miss this chance to stay ahead in the ever-evolving world of fintech.

Featured Fintechs: Ascent, CoverRight, Ranqx, Salus, Starlight

Opening Keynote Session: Leadership Teamwork, Collaboration, Communication, and Creativity

Kenny Aronoff, World Renowned Drummer, Author, and Speaker

As the man who has actually created some of the most iconic drum parts in rock history, (including the infamous drum solo on “Jack and Diane” with John Mellencamp), Kenny truly believes that sometimes going to the beat of a different drummer can be not just a good thing…but a GREAT thing!

Learning Lab: Navigating the Compliance Landscape – Hot Topics for Credit Unions 

Glory LeDu, President/CEO, CU Risk Intelligence / InfoSight

The regulatory compliance landscape is more challenging than ever. How can credit union stay on top of everything? Don't let anything slip through the cracks. Join this session to stay ahead of what is happening in the regulatory environment and learn about the support, tools, and resources credit unions have to manage it all.

Learning Lab: Beyond Business Intelligence: Leveraging Your Data as a Strategic Asset

Jamie Jackson, CEO, Arkatechture

In today’s rapidly evolving financial landscape, credit unions must go beyond traditional business intelligence to stay competitive. By viewing data as a strategic asset, credit unions can prepare for major system conversions, create internal benchmarks to foster healthy competition, and innovate to streamline operations. This article explores ways to harness data, from scenario analysis in mergers and acquisitions to seamless fintech integration, ensuring that every data point you manage drives value.

Learning Lab: The Comprehensive Approach to Fixed Income Portfolio Strategy and Management

John Almeida, CFA, Institutional Fixed Income Sales Representative, Alloya Investment Services

Volatility in the fixed income and equity markets can make finding value a challenge for investors, but with the right tools and knowledge, credit unions can successfully create and maintain an optimized portfolio regardless of the current economic climate.

In this session, we will discuss different institutional fixed income portfolio strategies and tools for credit unions to take advantage of. We will focus on the various risks associated with fixed income securities, explore alternative investment opportunities for credit unions and walk through the strategies that are most prudent in today's market.

Learning Lab: Small Credit Union Success Panel

Engage with peers, industry leaders, and fellow members in the panel discussion. CEOs from the CCUA and CULCT will explore how small credit unions are at the forefront of innovation. These institutions are crafting creative solutions to meet member needs, maintain competitiveness, and enhance community impact. Moderated by Barb Lowman, President of CUNA Strategic Services, this session provides valuable insights into the unique strengths and bold strategies of small credit unions. Uncover how these leaders are using their agility and deep community ties to achieve impressive outcomes.

Thursday, October 17, 2024
 

Keynote Session: Building Trust Between Humans & AI to Supercharge Your Business

Jennifer Golbeck, Director of the Social Intelligence Lab at the University of Maryland

As artificial intelligence (AI) becomes a game-changer in the future of work, fostering trust between humans and machines is crucial for maximizing efficiency, ethical responsibility, and profitability. An accomplished computer scientist and a leading expert in AI and trust, join Dr. Golbeck as she reveals the secrets to building trust between humans and AI, unlocking the full potential of technology, and supercharging your business’ success. With her insights, you will be able to assess and build trust between your team and AI systems, paving the way for seamless collaboration and giving your team a competitive edge. 

In this presentation, Dr. Golbeck covers why trust is the key to unlocking the benefits of AI in your company, the core principles that encourage trust between your team and AI systems, and real-life examples of how trust in AI has transformed businesses across various industries. She will provide practical and actionable tips on integrating trust-enhancing techniques into your organization for increased collaboration and growth. Additionally, she will explore the ongoing development of trust-building strategies and how they shape the future of human-machine interaction.

In this enlightening and inspiring exploration of trust and AI, you and your team will gain the knowledge necessary to skyrocket your organization’s success in the era of AI. 

Learning Lab: BSA Training for Board Members

Judy Britt, Vice President of Compliance, Credit Union League of Connecticut

Bank Secrecy Act (BSA) compliance remains high on the examiner's list for all credit unions, so credit union volunteers need to be familiar with BSA requirements. While board members are not expected to be experts in every law or regulation impacting BSA/AML compliance, they are expected to be educated enough to understand and oversee their own compliance programs. Guidance from regulators and enforcement authorities makes clear that effective oversight requires knowledgeable and active engagement from directors.

This training session provides a relevant overview of BSA including the specific actions that boards must actively keep up with, such as BSA policy, risk assessment, ongoing training, and Suspicious Activity Report filings.

Learning Lab: Women in Fintech - Leading the Charge for Financial Empowerment

Moderator: Melissa Pomeroy, CCUA
Panelists: Margaret Hartigan, Marstone | Rhian Horgan, Silvur | Tanya Van Court, Goalsetter [CCUA 2024 Cyber Showcase Champion]

Discover how financial technology is transforming the landscape of member service, community engagement, and financial education in this compelling panel discussion, " Women in Fintech: Leading the Charge for Financial Empowerment". Featuring female fintech founders and CEOs, this session offers a deep dive into how innovative fintech solutions are empowering specific member segments and driving meaningful change within credit unions. Moderated by Melissa Pomeroy from the CCUA, the panel will share real-world examples and actionable insights on leveraging fintech to enhance member experiences and financial wellness in your communities. This discussion is a must-attend for credit union leaders looking to harness the power of technology at their credit union.

Learning Lab: Turning Possibilities into Lending Opportunities – Maximizing SBA Loan Programs/Services to Grow

During this session, Small Business Administration (SBA) Lender Relations Specialist from Massachusetts, New Hampshire, and Rhode Island will go over the recent changes to SBA 7a loan programs making SBA lending simpler for the borrower and lender and also making SBA less expensive for the lender to process. Simpler and less expensive equals more loans, more customers, and more profits for your institution. Join us to find out how SBA is helping thousands of lenders across the country get to the YES decision, and making the loan a reality.

Learning Lab: Leveraging Regulatory Benefits for Strategic Growth

Sam Brownell, Founder & CEO, CUCollaborate

Join the founder of CUCollaborate, for a breakout session covering credit union growth strategies through field of membership expansions, charter conversions, and gaining access to the benefits of regulatory programs. Attendees can expect to take away insights and updates to consider regarding Field of Membership, CDFI and LID strategies, and the successes credit unions have seen taking a strategic approach to growth.

Friday, October 18, 2024
 

Keynote Session: Digital Transformation Panel

Moderator: Sam Das TruStage Ventures
Panelists: Nicholas Hinrichsen, Clutch | Barry Kirby, Union Credit | Sarah Martin, Pulsate

Join moderator Sam Das and industry leaders Nicholas Hinrichsen, Barry Kirby, and Sarah Martin for a dynamic exploration of credit union digital transformation through fintech partnerships in the credit union space. Discover how these innovators are redefining member experiences, driving operational efficiency, and securing the future of credit unions. Learn practical strategies, emerging technologies, and real-world case studies to inspire your own digital journey.

Closing Keynote Session: Mastering The Three Gs: Grace, Grit, and Gratitude

Kendall Burton, Resilience Speaker, Stroke Survivor, Softball Champion

Explore personal growth through the concepts of: Grace, Grit, and Gratitude. This session delves into the practical definitions of the three Gs, tailored to everyday life and the challenges faced in unknown circumstances. Beginning with 'Grace,' Kendall highlights the importance of recognizing and celebrating small daily victories. Transition to 'Grit,' which forms the core of the message where Kendall emphasizes the significance of fighting for your passion and living a life of pride through perseverance, adaptability, and inner guidance. Conclude with 'Gratitude,' underscoring the power of consciously finding moments of positivity amidst adversity. This closing keynote session leaves APEX attendees with actionable insights for personal growth.

Mohegan Sun, Uncasville, CT
October 16 – 18, 2024

APEX 2024 registration fees do not include overnight room accommodations. 

Room Rate

Single/Double Rooms: $175.00 per night.
The above rate is subject to applicable taxes, currently 15% (subject to change) plus a reduced facility fee, $18.00. 

The reduced facility fee of $18.00 per room per day, inclusive of tax, will provide the following service inclusions listed below:

• In-room Wi-Fi access
• Complimentary valet and self-parking (gratuity not included)
• Access to fitness center (24 hours with guestroom key)
• Access to pool
• In-room bottled water (2), coffee, and tea
• Unlimited local phone calls and up to 30 minutes of toll-free usage

The room rate will be offered, based on room and rate availability, two days pre-APEX 2024. For additional room reservations outside of the room block dates, attendees must call the hotel directly via toll free at 866-708-1340 and using the group discount code: APEX24.

Room Reservations Methods and Deadline

To be assured of accommodations, please make Mohegan Sun room reservations online using the following link: https://book.passkey.com/go/APEX24.  Reservations may also be made by calling the hotel directly via toll free at 866-708-1340 and using the group code: APEX24.

All reservations must be guaranteed by a valid major credit card, which will be supplied at the time of reservation. Mohegan Sun requires a deposit equal to one night’s guestroom and tax to be submitted with each reservation. This deposit will be refunded if the reservation is cancelled prior to forty-eight (48) hours before arrival, after which time, this deposit is non-refundable.

Mohegan Sun room reservations must be made on or before the cut-off date of Tuesday, September 24, 2024 by 11:59 PM EST. Reservations received after Tuesday, September 24, 2024 will be accepted on availability and rate.

Federal Tax Exemption

To qualify for the federal tax exemption, federal credit unions must print and submit the Federal Tax Exemption Form to Mohegan Sun.

Federal Tax Exemption Letter  Federal Tax Exemption Form 

Check-In/Out

On the day of arrival, room availability cannot be guaranteed until 4:00 p.m.  On the day of departure, check-out time is before 11:00 a.m. All attendees arriving early will be accommodated as guestrooms become available. Luggage can be stored complimentary at the Bell Desk.

Getting there is simple. Leaving, well, that is the tough part…

Mohegan Sun
1 Mohegan Sun Boulevard
Uncasville, CT 06382
(888) 226-7711

A world at play and a world to its own, Mohegan Sun, created in 1996 by the Mohegan Tribe of Connecticut, is one of the world's most amazing destinations with some of New England's finest dining, hotel accommodations, retail shopping, live entertainment and sporting events. Getting there is easier than you think. Mohegan Sun is within 45 minutes from Providence and just over 90 minutes to Boston. Guests travelling from New Hampshire will find the drive to be just over 2 hours. And with more than 13,000 on-site guest parking spaces, parking is never a hassle.

Restaurants at Mohegan Sun

With 41 dining options, an endless array of culinary delights awaits at Mohegan Sun. From bountiful buffets to casual dining to renowned gourmet restaurants, every bite is a palate-pleasing, unforgettable experience.

For guests under the age of 21, accompanying a parent or legal guardian is required in restaurants serving alcohol. A legal guardian refers to a responsible adult with legal responsibility for a minor. Explore detailed information about dining options and reservations at Mohegan Sun.

Restaurants & Dining Options

Activities

While staying at Mohegan Sun, guests can indulge in a variety of on-site activities. Additionally, there are numerous off-site adventures available for those seeking further exploration.

The Mandara Spa

Mandara Spa, established in 1995 in Bali, Indonesia, has become a globally recognized spa brand with locations across four continents and fifteen aboard cruise ships. Their ethos combines well-being practices from various cultures, offering unique spa treatments blending ancient Balinese healing, European therapies, and regional influences. With sumptuous massages, rejuvenating facials, and luxurious facilities including treatment rooms, wet lounges, and a full-service salon, Mandara Spa provides a truly indulgent and therapeutic experience where time seems to stand still.

Click Here for More Info on Mohegan Spas & Make Reservations

For the most up-to-date information on the Mandara Spa offerings, please read the Current Spa Offerings or contact the Spa Concierge at 860.862.4500

Fitness Center

The Sky Fitness Center, available exclusively to hotel guests, offers a wide array of facilities including cardiovascular and resistance machines, free weights, and accessories. With the convenience of being open 24 hours, guests can enjoy their workout at any time, ensuring flexibility and accessibility during their stay.

Sun Terrace Pool 

Indulge in relaxation at the hotel's Sun Terrace Pool, boasting a 10,000 square-foot solarium with an indoor/outdoor pool and whirlpool for guests to enjoy. Located in the Sky Tower, the pool is open seven days a week for guests' convenience.

Attractions

Explore the abundant attractions near Mohegan Sun, ranging from maritime museums and historic sites to parks, galleries, and breweries. Experience seasonal recreational activities and year-round entertainment like performing arts shows, shopping at fine outlets, and exploring local shops. Discover the relaxed charm of Mystic Country, nestled between New York and Boston, offering compelling museums, vineyards, and attractions. For more about local attractions in southeastern Connecticut, visit Think Mystic.

Are you looking for an unbeatable opportunity to connect with credit union decision makers and showcase your solutions? Look no further than APEX 2024 – the ultimate event for the Cooperative Credit Union Association and The Credit Union League of Connecticut, taking place on October 16-18 at Mohegan Sun Resort in Uncasville, Connecticut.

Discover the ultimate opportunity to engage with credit union decision makers and showcase your solutions at APEX 2024. Join us at Mohegan Sun Resort from October 16-18 for an unparalleled networking and educational experience, uniting leaders from Connecticut, Delaware, Massachusetts, New Hampshire, and Rhode Island. Elevate your brand by connecting with 100+ credit unions and demonstrating how your innovations can address industry challenges. 

With 90 booths and sponsorships available, don't miss your chance to secure a spot at APEX 2024 and position your business as a leader in the industry!

Cancellation policy:
All cancellations must be received by email to Dean Martino (dmartino@ccua.org) or Janelle Mullen (jmullen@ccua.org), on or before Friday, September 30, 2024.  If received before September 30, 2024, registrant is entitled to a 50% refund. No refunds or cancellations will be credited after September 30, 2024. 

Payment:
The total payment is required by September 16, 2024.

APEX 2024 Booth & Sponsor Registration

APEX 2024 Vendor Package Exhibitor Service Kit

Join us in acknowledging our trusted partner community whose generous support makes this premier event possible for our members. Sponsors are continuously being added, so remember to visit this page frequently for the latest APEX 2024 updates!

Learn more about each sponsor by clicking on their logo. 

APEX 2024 Title Sponsor

APEX 2024 Event Sponsors

APEX 2024 Sponsors

Explore our diverse range of exhibitors. Don't miss the chance to connect with our trusted partner community at APEX 2024!

APEX 2024 Exhibitors

NEW THIS YEAR

Introducing a new highlight at APEX 2024, the Fintech Fairway. Collect a ball maker and step into a dynamic space within our expansive exhibit hall designed for impactful connections and innovation. Featuring 10 high-top tables, the Fairway is dedicated to leading fintech companies, offering a fresh alternative to traditional exhibit booths. 

Engage directly with CEOs and founders, exploring how their cutting-edge solutions can enhance your credit union’s service offerings. With putting greens adding a touch of fun, the Fintech Fairway is where collaboration meets creativity, paving the way for the future of financial services.

Visit the 10-hole Fintech Fairway course in the APEX exhibit hall!

Get ready for APEX 2024 at the pre-conference meeting and reception of the Global Women's Leadership Network. On Tuesday, October 15th join us at the Global Women's Leadership Network (GWLN) pre-conference event, an inspiring and transformative gathering dedicated to empowering women in the credit union industry. This event is designed to foster leadership skills, build professional networks, and promote gender diversity in the financial sector. 

All network members and APEX attendees, of any gender, are invited to join the sessions. If you're attending APEX 2024, you can secure your spot at the GWLN sessions during registration at a reduced rate. Simply check the box for the network meeting attendance when completing your convention registration.

Not attending APEX 2024 but still want to participate in the GWLN pre-conference activities? Simply proceed to the stand-alone event registration.

Speaker

Yvonne M. Alston
Chief Culture Architect | CEO + Founder
Indelible Impressions Consulting

From Superwoman to Empowered: An Extreme Expectations Detox

In a society that celebrates the "superwoman" ideal, many women are pushed to their limits, juggling endless responsibilities and expectations. While we are capable of incredible feats, the cost of trying to do it all--sometimes all at once--can be overwhelming and detrimental. We need to understand how living in a constant fight-or-flight state affects our bodies and mind and why it’s crucial to break free.

This isn’t just another workshop; it’s a movement towards self-empowerment and well-being! Together we’ll embark on a journey to detox from the pressures of relentless resilience, over-commitment, and the exhausting pursuit of perfection. Let’s kick the “Superwoman” myth to the curb and embrace a more fulfilling, sustainable way of living. Get inspired, energized, and ready to take on the world—boundaries intact.

Learning Objectives:

• Identify the key characteristics and consequences of superwoman syndrome i.e., relentless resiliency
• Recognize personal triggers and behaviors that contribute to superwoman tendencies (perfectionism and people-pleasing)
• Identify and challenge internalized biases and messaging that fuels superwoman syndrome

Develop strategies to set healthy boundaries and prioritize your whole-humanness.