Skip to main content

Fintech Connect 2025 Agenda

Monday, June 9

1:00 PM - 4:30 PM: Registration
Atrium

1:30 PM – 2:00 PM: Welcome
General Session

Ronald McLean, CCUA President & CEO
Chris Parker, Lighthouse Credit Union CEO
Melissa Pomeroy, CCUA EVP & Chief Operating Officer

2:00 PM - 3:00 PM: Opening Keynote Session
General Session

The Future is Collaborative—Credit Unions and Fintechs
John Janclaes, Founder & CEO

3:00 PM - 3:30 PM: Networking Break
Quick Connect Room

Beverages and snacks with partners and sponsors

3:30 PM - 4:30 PM: Case Study Session
General Session

3:30 PM - 4:00 PM Case Study: Speed over Perfection: How to Test New Fintechs Quickly and Efficiently
Crissi Cole, Founder & CEO of Penny Finance
Tyler White, Chief Strategy Officer at St. Mary's Bank

4:00 PM - 4:30 PM Case Study: Elevating Service Through AIA Credit Union’s AI Journey

Karan Kashyap, Co-founder & CEO of Posh
Traci Michel, COO of Metro Credit Union

4:30 PM - 6:30 PM: Welcome Reception
Outdoor Patio Garden

Live entertainment by No Wake Zone, cocktails, and more

Tuesday, June 10

8:00 AM - 1:00 PM: Registration [Atrium]

8:00 AM – 9:00 AM: Breakfast

9:00 AM - 10:00 AM: Cyber Showcase & Presentation of the Cyber Cup [General Session]
Showcase facilitator: Stef Luck, VP of Partnerships at Silvur

  • Competitors: Carefull, CU DigiLend, LetMeDoIt, Salus, Sparrow

10:00 AM - 10:15 AM: Networking Break [Quick Connect Room]

10:15 AM - 11:15 AM: Breakout Sessions

  • Demonstrations
    • Owls Head Room: Illuma Labs: Next Steps After Voice Biometrics in Your Call Center
    • Bakers Island Room: Reseda Group: Delivering a Persona of One, Data Driving Personalized Banking
  • Quick Connect Networking [Quick Connect Room]

11:15 AM – 12:45 PM: Lunch

1:00 PM - 1:45 PM: Breakout Sessions

  • Demonstrations
    • Owls Head Room: Marstone: Digital Ecosystem to Engage, Educate & Invest
    • Bakers Island Room: Nudge Money: Basics to Breakthroughs, Attracting Gen Z with Marketing & Data
  • Quick Connect Networking [Quick Connect Room]

1:45 PM - 2:00 PM: Networking Break [Quick Connect Room]

2:00 PM - 2:45 PM: Panel Discussion [General Session]
Fintech Founders' Perspectives: Selecting Partners to Drive Growth, Experience, and Efficiency
Facilitator: Brian Bodell, Managing Director, Fintech Solutions at TruStage
Panelists: Jamie Jackson, Founder & CEO of Arkatechture | Arjun Sahgal, Co-Founder of Ascent | Karan Kashyap, Co-founder & CEO of Posh

2:45 PM - 3:00 PM: Networking Break [Quick Connect Room]

3:00 PM - 4:00 PM: Closing Keynote [General Session]
Eating your Everest
Devon Lyon, President & CEO of Central One Federal Credit Union

4:00 - 4:15 PM: Closing Remarks [General Session]
Ron McLean, CCUA President & CEO
Melissa Pomeroy, CCUA EVP & Chief Operating Officer

Agenda Sponsor

Reseda Group

Discover Dover & Portsmouth

Eat and Unwind in Dover

Where to Eat Near Lighthouse Credit Union in Dover

Dover offers a variety of locally owned restaurants just a short drive from Lighthouse Credit Union, the conference venue. Whether looking for wood-fired cuisine, modern tavern fare, or a relaxed dinner downtown, these nearby options make it easy to enjoy a great meal without venturing far.

  • Patty B's Italian Restaurant (7-minute drive) – Authentic Italian dishes in a cozy setting
  • Ember Wood Fired Grill (10-minute drive) – Offers a locally inspired menu with a casual upscale ambiance
  • Christopher’s Third Street Grille (10-minute drive) – Relaxed spot known for expertly prepared steaks and creative cocktails
  • Diverge (12-minute drive) – Tavern-inspired dishes with a modern twist, emphasizing local ingredients
Eat and Unwind in Portsmouth

Where to Eat in Portsmouth

For those staying in Portsmouth, the downtown waterfront area is filled with walkable dining options. From refined comfort food to scenic seafood spots, these restaurants are just steps from the AC Hotel and perfect for an evening out.

  • The Library Restaurant (7-minute walk) – Upscale steakhouse located in a historic building
  • Surf Restaurant (5-minute walk) – Seafood-focused menu with harbor views
  • Cure (6-minute walk) – American comfort food with a gourmet touch
  • Martingale Wharf (5-minute walk) – Waterfront dining featuring a diverse menu and scenic views
  • Green Elephant (3-minute walk) – Vegetarian bistro serving Asian-inspired dishes
Attractions

Things to Do

Discover the charm of New Hampshire’s Seacoast with memorable experiences in Dover and Portsmouth. From rich history and scenic trails to vibrant downtowns and cultural landmarks, these nearby cities offer plenty to explore before or after the main event.

Dover Attractions

  • Woodman Institute Museum – Explore local history, natural science, and art collections
  • Great Bay National Wildlife Refuge – Ideal for nature walks and birdwatching enthusiasts
  • Downtown Dover – Stroll through charming shops, cafes, and historic architecture

Portsmouth Attractions

  • Strawbery Banke Museum – Open-air museum showcasing over 350 years of history
  • Prescott Park – Beautiful gardens and waterfront views, often hosting live performances
  • Market Square – Heart of downtown, filled with boutiques, cafes, and historic sites
  • Music Hall – Historic theater offering a variety of performances from music to film