REGISTER
400-500
credit union
decision makers
200+
credit unions
in the room
7
touchpoints on the member journey
3
days, one pass, every session and meal
ELEVATE 2027 Admission
Standard admission: $1,000 per person
Returning Attendee: $600 per person (save $400). For anyone who attended ELEVATE 2026. Register by December 31, 2026 to get our best rate.
Early Bird: $795 per person (save $205). Register by January 31, 2027 to get the early bird rate.
CUSO Investor: $600 per person (save $400). For credit unions that invest in Scienaptic CUSO. Available through January 31, 2027.
Only one rate applies per registration. Discounted rates are checked, and registrations that don’t qualify will be invoiced at the standard rate.
Location
Nashville, TN
Date
September 15-17
Built for
Credit Unions
Capacity
Limited
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Why now
The member journey is being automated,
with or without you.
Members, fraudsters and examiners have all moved. Planning season is the moment to decide how your credit union answers.
Members compare you to the fastest app on their phone
Every interaction is measured against the best one they had that day. Onboarding, a loan decision, a call at nine at night.
Fraud is built by machines now
Synthetic identities look like good members until they don't. Catching them takes signals a person cannot read in time.
Examiners ask how AI is governed, not whether you use it
Model risk, explainability and fair lending, with adverse action reasons a person can defend.
ELEVATE sits inside planning season on purpose.Three days in September, and the 2028 plan written with people who have already done it.
The Agenda
AI at every touchpoint of the member journey.
Seven touchpoints, from the first offer to the last payment. At each one, a mainstage session, a panel of credit union executives, and time at the tables.
Discover
Pre-approvals, offers and campaigns that reach the right member first.
CMO
Join
Identity, onboarding and account opening without the friction that loses her.
Chief digital officer, COO
Borrow
Credit decisions in seconds, with adverse action reasons a person can explain.
Chief lending officer
Protect
Fraud and synthetic identity caught without flagging good members.
CRO, CISO
Serve
Digital banking and a contact center that already know why she is calling.
Chief experience officer, CTO, CIO
Grow
The next product offered when it fits her, not when it suits the quarter.
CFO, CMO
Recover
Early delinquency signals, collections and hardship handled in time to keep her.
CRO, COO
What you take home
Leave with a plan, not a reading list.
A view of AI across all seven touchpoints, and where it earns its place at yours
The questions to ask every vendor: what the AI actually does, what improves, how it fits, and what happens when it is wrong
What examiners will ask about AI in lending, and what a credible answer looks like
What peers from $200 million to $35 billion have already built, and what they would do differently
A sequence for the next twelve months, with the executive who owns each step
Who should attend
Bring the executive who owns the touchpoint.
Credit union CEOs, CXOs and the executives who run lending, digital, technology, risk, finance, operations and member experience. In 2026 the room was mostly lending leaders. In 2027 the agenda runs through everyone's work.
400-500
of your peers from 200+ credit unions
“There is a better question, and it is the one we can actually do something about. How to wield AI. So that we can do more of what is right for human society. Faster. Better.”
Pankaj Kulshreshtha, Founder and CEO, Scienaptic AI, opening ELEVATE 2026
Three days in Nashville
The shape that worked in 2026, kept.
One pass covers every session, every meal, the welcome reception and the Nashville evening. Arrive Wednesday afternoon, leave Friday before noon.
Wednesday, September 15
Arrive and connect
A welcome reception, dinner and live music. No sessions. The conference begins at the table.
Thursday, September 16
The full day
Seven touchpoints on one stage. Panels of credit union executives, talks, and breaks long enough for the hallway.
Friday, September 17
Execute and go
A working half day on what to do next, closing sharp so everyone makes an afternoon flight.
In their words
In a five star society you get ten stars.”
Larry Johnson
VP of Operations, Telcoe Federal Credit Union
“
The panel discussions were the best I have experienced at a conference.”
Paula Sheely
Chief Risk Officer, Hudson River Community FCU
“
Truly structured to provide us with information and insight rather than a sales event.”
Rosa Saenz
President and CEO, Golden Plains Credit Union
“
I was blown away at Elevate. Hard to believe it was the first one.”
Walter Bowick
VP, Consumer Lending, Orion FCU
“
Not centered around the host company or product. It was centered around the clients and their needs.”
Robyn Mannone
Chief Consumer Lending Officer, APGFCU
“
Logistics, schedules, agenda, were spot on. Everything felt like it ran
perfectly.”
Mark Rowan
Chief Technology Officer, Credit Union of Colorado
In a five star society you get ten stars.”
Lloyd Vail
SVP of Lending, CPM Federal Credit Union
ELEVATE 2026 in review
The first one. Nashville, September 2026.
85
credit unions
19
technology partners
200+
executives
29
speakers
10
sessions
Panel · Thursday
Reimagining digital transformation
Tony Boutelle
President and CEO, Origence
Nicholas Hinrichsen
Co-founder and CEO, Clutch
Stephen Bohanon
Founder and Chief Strategy Officer, Alkami
Panel · Thursday
Compliance in the AI era
John Kolhoff
SVP, Policy and Supervision, NASCUS
Phil Goldfeder
Chief Executive Officer, American Fintech Council
Patty Corkery
President and CEO, Michigan Credit Union League
Talk · Thursday
The economy: health, drivers, vulnerabilities
Byron Gangnes
Professor Emeritus of Economics, University of Hawaii; Senior Research Fellow, UHERO
Interlude · Thursday
Human intelligence
Matt Cooper
Mentalist, New York City
Panel · Thursday
Credit unions surviving and thriving in the fintech era
Mark McCoy
Chief Revenue Officer, Patriot Federal Credit Union
Amanda Marchese
VP, Consumer Lending, Center Parc Credit Union
Megan Pulliam
SVP, Partner Marketplace,
MeridianLink
Panel · Thursday
Rethinking strategic planning
Howard Architzel
Chief Operating Officer, Broadview Federal Credit Union
Sumeet Bhalla
Chief Lending Officer, PenFed Credit Union
Robyn Mannone
Chief Consumer Lending Officer, APG Federal Credit Union
Anthony R. Hernandez
President and CEO, Defense Credit Union Council
Panel · Thursday
Putting AI in the plan
Brian Howell
Chief Information Officer, ELGA Credit Union
Jeff DeShane
VP of Consumer Lending, People Driven Credit Union
Chad Williams
Chief Executive Officer, GHS Federal Credit Union
Jack Imes
Chief Client Lending Consultant, Allied Solutions
Panel · Friday
Fraud has a new face
Andy Yeoman
Director, Strategic Alliances, SentiLink
Johnny Cole
VP of Lending and Collection Platforms, MIDFLORIDA Credit Union
John Witterschein
SVP, Consumer Lending, FourLeaf Federal Credit Union
Lloyd Vail
SVP of Lending, CPM Federal Credit Union
Panel · Friday
What is the right price?
Chad Wilcox
SVP of Lending, Credit Union of Colorado
Lauren Blackiston
VP of Consumer Lending, Arkansas Federal Credit Union
George Sellitto
Chief Lending Officer, WyHy Federal Credit Union
Panel · Friday
Credit where credit is due
Tracy Kaufman
Chief Lending Officer, Wildfire Credit Union
Matt Raison
Chief Lending Officer, Advantage One Credit Union
Shawn Beltz
Chief Lending Officer, R-G Federal Credit Union
The voices on stage
Leaders from across lending, regulation, fintech policy, fraud, and the credit union movement. Operators who set strategy and regulators who shape the rules.
Coming soon...
For technology partners
Seventeen sponsors, in the same room.
Every meal, break and reception is served in the one hall where sponsors sit, which is where most of the conversations that become meetings start.
Diamond
A 25-minute mainstage talk of your own.
Three available.
Platinum
A seat on a mainstage panel alongside credit union executives.
Six available.
Gold
In the room, on the list, in the bag.
Eight available.
Sponsorships are confirmed in the order they are signed.
Exhibit space is limited.
Download the sponsorship options
Tiers, hosted activations, branded moments and what every sponsor receives. Thirteen pages.
Credit union CEOs, CXOs and the executives who own each touchpoint of the member journey: lending, digital, technology, risk, finance, operations and member experience. In 2026, 85 credit unions came, from under $200 million to over $10 billion in assets.
Every session on the mainstage, breakfast and lunch on Thursday and Friday, the welcome reception and dinner on Wednesday, and the Nashville evening. Hotel is booked separately through the room block.
No. The stage belongs to credit union executives, regulators and the leaders of the platforms credit unions run on. Technology partners take part as sponsors, in the same hall where every meal and break is served.
Yes, and we recommend it. The agenda is built so a CEO and the executive who owns a touchpoint get more out of it together than apart. Register each person separately so badges and meals are right.
Location to be Announced.
Business casual throughout. It is warm in Nashville in September; leave the sports coat behind for the reception.
Questions
Before you ask.
See you in...
Register
See you in Nashville.
The 2028 plan gets written next fall. Write it with the people who have already done it.
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September 15-17, 2027
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Nashville, TN
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One pass, every session and meal
Questions:
Raabiya Singh, Head of Events, raabiya@scienaptic.com