Welcome to the Annual Meeting Guide—your go-to resource for everything at the event! Here, you'll find quick access to the agenda, exhibitor and sponsor details, event survey, speaker handouts, and more.
Agenda
Tap below to view the full itinerary for each day. Use the hotel map for help finding your way around.
| 12:00 p.m. – 5:00 p.m. | Registration
Grand Ballroom Prefunction |
| 1:00 p.m. — 4:00 p.m. | Exhibitor Showcase Preview
Grand Ballroom Prefunction |
| 1:00 p.m. — 4:00 p.m. | Board of Directors Workshop, Facilitated by Christie Kimbell, Filene
Today’s credit unions face evolving challenges, from competitive disruptions to shifting member demographics. Boards of directors play a critical role in guiding strategy, and expectations for board leadership continue to grow. This session explores Filene’s latest research on board best practices, covering onboarding, education, and evaluation. Grand Ballroom |
| 1:00 p.m. — 4:00 p.m. | Small Credit Union Roundtable, Facilitated by Corey Brown & Austin Rabon, NCUA
Succession planning is key to long-term stability, and understanding NCUA’s latest supervisory priorities is essential for navigating today’s regulatory landscape. This collaborative session will help small credit unions develop effective succession strategies, address leadership transitions, and stay ahead of compliance expectations. Eisenhower |
| 5:00 — 6:00 p.m. | C-Suite Reception sponsored by Carrick Professionals (Invite Only)
Mountain View Terrace / Skyline |
| 6:00 — 8:00 p.m. | Summer Soiree
Mountain View Terrace / Skyline |
| 7:00 a.m. — 4:00 p.m. | Registration
Grand Ballroom Prefunction |
| 7:15 a.m. — 8:15 a.m. | Exhibitor Showcase Networking Breakfast
Skyline Room |
| 8:30 a.m. | Welcome
Grand Ballroom |
| 8:40 — 8:50 a.m. | Legislative Greetings & Remarks, U.S. Congressman Greg Murphy
Grand Ballroom |
| 9:00 a.m. — 10:00 a.m. | Driving Member Centricity, Vibhas Ratanjee
With extensive experience in organizational development and leadership, Vibhas will explore Gallup research on the importance of member centricity in the credit union industry. In this session, he will highlight key findings showcasing the connection between emotional engagement and member retention, what member centricity requires to be successful, behaviors that guide valuable member interactions, and leadership’s role in fostering this kind of culture. Don’t miss this opportunity to reimagine the way you approach member relationships. Grand Ballroom |
| 10:15 a.m. — 11:15 a.m. | Inspiring Bold Leadership, Dima Ghawi
Drawing from her powerful personal journey and two decades of corporate experience leading global teams, Dima will explore how to create a culture of engagement that transcends generations. She will share strategies for fostering resilience, driving transformation, and building inclusive cultures that inspire future leaders. Learn how disconnection can lead to burnout and disengagement, and how to build shared confidence, belonging, and inclusion for sustained growth. Grand Ballroom |
| 11:30 a.m. — 12:30 p.m. | Carolinas Capital Club Luncheon (Invite Only)
Vanderbilt Terrace (Vanderbilt Gallery in case of rain) |
| 11:30 a.m. – 1:30 p.m. | Exhibitor Showcase Lunch & Explore
Grand Ballroom |
| 1:30 — 5:00 p.m. | CCUL Golf Outing Please be at the Grove Park Inn Golf Course by 1:00 p.m.; play is a shotgun start. Must be pre-registered for this event. |
| 2:00 p.m. — 4:00 p.m. | Leisure Activities Begin (Advance registration required)
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| 5:00 — 7:00 p.m. | Exhibitor Showcase Closing Reception & Prizes (incl. golf awards)
Wrap up the Exhibitor Showcase in style at our casino-themed closing reception! Try your luck at blackjack, roulette, and more—no real money needed, just real fun. Enjoy premium refreshments, a live DJ, and game dealers who keep the energy high 🎲♠️. The exhibit hall stays open, so keep connecting with vendors to earn entries for door prizes and our grand Grand Gamble prize! Grand Ballroom |
| 7:00 a.m. – 11:00 a.m. | Registration
Grand Ballroom Prefunction |
| 7:00 a.m. — 8:15 a.m. | Breakfast
Skyline Room |
| 7:00 a.m. — 8:15 a.m. | Vizo Financial Member Appreciation Breakfast
Seely Pavilion |
| 8:00 a.m. — 8:30 a.m. | Delegate Check-in
Grand Ballroom Prefunction |
| 8:30 a.m. — 9:30 a.m. | CCUL Business Meeting
Grand Ballroom |
| 9:45 a.m. — 10:15 a.m. | Advocacy Update
Grand Ballroom |
| 10:15 a.m. — 11:15 a.m. | Fired Up!, Eric Bailey
With his unique life experiences, from earning a master’s degree in leadership and organizational development to performing barrel rolls in an F-16, Eric will deliver a dynamic session on understanding the brain science link between burnout and division, and their impact on our lives. Leave this session with actionable insights and practical strategies for navigating heated debates, avoiding burnout, and fostering healthier work environments. Grand Ballroom |
Useful Links & Resources
Enjoy available speaker handouts and other resources here.
- Board of Directors Workshop | Christie Kimbell, Filene (View Presentation)
- Driving Member Centricity | Vibhas Ratanjee
- Article: Only 1 In 5 Employees See Customer-First Leadership—5 Strategies To Fix That (Forbes)
- Presentation (PDF)
- Fired Up! | Eric Bailey
- Inspiring Bold Leadership | Dima Ghawi
- Small CU Roundtable | Corey Brown & Austin Rabon, NCUA (View Presentation)
- Emcee Steve Gilliland Book: If Leadership Is a Game, These Are the Rules
- 2025 CCUL Training & Events Calendar (PDF)
- 2025 CCUL Professional Development Roadmap (PDF)
Premier Sponsor of the Annual Meeting
TruStage is committed to supporting credit unions and their members. Thank you for being our leading partner at this year’s event!