Summit · Feb 8 to Feb 10, 2027

CU Growth & Innovation Summit 2027

Oak Brook, IL

About CU Growth & Innovation Summit

The 2027 CU Growth & Innovation Summit is a three-day event for credit union executives, technology leaders, and strategic partners, focusing on interactive sessions and expert-led panels to address challenges and exchange strategies. The summit aims to provide actionable insights and networking opportunities in areas like growth, digital transformation, and member-centric innovation. It is held at the DoubleTree by Hilton in Oak Brook, IL. [5][1][4]

The agenda for the 2027 summit emphasizes peer-driven, executive-level conversations covering topics such as growth strategy, M&A, member experience, loan growth and liquidity, AI-driven results, core modernization, operational efficiency, and balancing growth with risk. Attendees can expect a dynamic environment with no boring presentations, fostering solutions-focused dialogue tailored to credit unions of all sizes. [5][4]

Sponsorship opportunities are available, with platforms like Converge Concierge™ designed to help sponsors generate qualified meetings by providing structured access to decision-makers before and during the event. This ensures targeted outreach and engagement with senior credit union executives and leaders in innovation, digital banking, lending, and technology. [6]

Key facts

Dates
Feb 8 to Feb 10, 2027
Location
Oak Brook, IL

Getting there

The CU Growth & Innovation Summit 2027 will be held at the DoubleTree by Hilton Chicago-Oak Brook, located at 1909 Spring Rd, Oak Brook, IL 60523. This location is minutes from Chicago and both O’Hare and Midway airports, offering easy travel. The venue also provides cellular coverage. [3]

What to expect in 2027

  • AI-Driven Member Personalization at Scale
  • Next-Gen Lending: Automation, Speed, and Smarter Risk Decisions
  • Panel Discussion: The Future of Credit Unions: Where Are the Biggest Opportunities Right Now?
  • Peer-to-Peer: CU M&A in 2027: Where Are the Strategic Opportunities?
  • The CU Executive Working Session: Aligning Your Team for Growth in 2027
  • Panel Discussion: Designing Member Experiences That Drive Growth and Loyalty
  • Credit Unions

Who attends

The CU Growth & Innovation Summit is designed for senior executives and professionals working in the credit union industry, including credit union executives, technology leaders, and strategic partners. These individuals are interested in staying current with developments and trends in growth strategies, digital transformation, and member-centric innovations. The event attracts leaders in innovation, digital banking, lending, growth, strategy, and technology. [5][6][3]

Why it matters

Attendees of the CU Growth & Innovation Summit can expect to engage in dynamic, solutions-focused conversations around growth, digital transformation, and member-centric innovation, leaving with actionable insights and a powerful network. The summit provides a platform for peer-driven dialogue over traditional presentations, focusing on unpacking challenges and exchanging strategies in executive-level discussions. Key topics include growth strategy, M&A, member experience, loan growth and liquidity, AI-driven results, core modernization, operational efficiency, and balancing growth with risk. [5][4]

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9 speakers

Notable speakers

  • Dylan Braun

    TruStone Financial

    Source
  • Fred Campobasso

    Chief Lending Officer, Great Lakes Credit Union

    Source
  • Dave Cogozzo

    VP Strategic Partnerships, Credit Union 1

    Source
  • Matt Fehrmann

    Chief Information Officer, Kohler Credit Union

    Source
  • Brian Gruender

    Senior Vice President of Technology, Fox Communities Credit Union

    Source
  • Jeff Rothmeyer

    EVP/Chief Lending Officer, Credit Union 1

    Source
  • Toni-Ann Sforza

    Chief Operating Officer, Municipal Credit Union (MCU)

    Source
  • Chris Turnley

    Chief Operating Officer, CoastHills CU

    Source
  • Jason Tilley

    Chief Information Officer, 1st Advantage Federal Credit Union

    Source

Organizer & leadership

Organized by CU Growth & Innovation Summit.

Sponsors & exhibitors

Sponsors

Tickets & pricing

Check the official registration page for current ticket prices.

Check current prices with the organizer

Planning your visit

To secure your place at the CU Growth & Innovation Summit, registering promptly is recommended due to limited availability. Should you need to cancel, full refunds are available for requests made via email before 12:00 PM CST on October 31, 2026. After this date, registration fees are non-refundable. If you wish to transfer your registration to a colleague, email requests will be processed between November 30, 2026, and January 31, 2027, but no transfers will be accepted after this final deadline. [3]

Related

Related events

FAQ

Who should attend the CU Growth & Innovation Summit?
The CU Growth & Innovation Summit is for senior executives and professionals in the credit union industry, including credit union executives, technology leaders, and strategic partners. It is for those interested in staying current with trends in growth strategies, digital transformation, and member-centric innovations.Source · Source
What is included in the registration fee?
All registration types for a full conference pass include access to all panel and peer-to-peer sessions, networking events, and exhibits. It also covers coffee, lunch on February 10th, and snacks during the conference.Source
What is the refund and transfer policy for registration?
Converge Events will try to refund registration fees for cancellations received via email before 12:00 PM CST on October 31, 2026; after this date, fees are non-refundable. Registration transfers to another person within the same organization may be possible between November 30, 2026, and January 31, 2027, by email request, but no transfers will be processed after January 31, 2027.Source
When does registration close?
Registration for the CU Growth & Innovation Summit closes on February 10, 2027. It is recommended to register promptly as fees will increase closer to the event date.Source
What is the policy regarding event changes or cancellations?
Converge Events reserves the right to change or cancel the summit at any time. If the date or location changes, a refund will be issued to those who can no longer attend. If the event is canceled, a full refund, minus processing fees, will be provided. However, Converge Events will not be responsible for any travel expenses incurred due to such changes or cancellations.Source
Will there be networking opportunities at the summit?
Yes, the summit offers numerous networking opportunities, including an opening welcome reception, coffee breaks, lunch, and other networking receptions. These events allow attendees to connect with other professionals in the credit union industry.Source
Where is the conference venue located?
The conference venue is the DoubleTree by Hilton Chicago-Oak Brook, located at 1909 Spring Rd, Oak Brook, IL 60523. It is conveniently situated minutes from Chicago and both O’Hare and Midway airports.Source
Will food and drinks be provided?
Yes, food and drinks will be provided during the welcome reception and conference. This includes coffee, pastries, lunch on February 10th, and refreshments during breaks.Source
Who is the CU Growth & Innovation Summit designed for?
The summit is designed for senior executives and professionals in the credit union industry, including credit union executives, technology leaders, and strategic partners, who are interested in growth strategies, digital transformation, and member-centric innovations.Source · Source
What is included in the registration for the 2027 CU Growth & Innovation Summit?
Registration includes full access to all sessions, interactive workshops, networking events, and the CU Growth & Innovation Awards ceremony.Source
What type of discussions can I expect at the CU Growth & Innovation Summit?
The summit focuses on peer-driven, executive-level conversations that replace traditional presentations with interactive sessions and expert-led panels. Topics include growth strategy, M&A, member experience, loan growth and liquidity, AI-driven results, core modernization, operational efficiency, and balancing growth with risk.Source · Source
What is the cancellation and transfer policy for registrations?
Converge Events will refund registration fees for cancellation requests received by email before 12:00 PM CST on October 31, 2026, after which fees are non-refundable. Transfers to another person within the same organization may be requested between November 30, 2026, and January 31, 2027; no transfers will be processed after January 31, 2027.Source
Meet WON during CU Growth & Innovation Summit weekGet a free CX teardown before CU Growth & Innovation Summit

Conference week guides

Sources

  1. [1]https://cugrowthsummit.com/register/ · retrieved Oct 18, 2026
  2. [2]https://www.cugrowthsummit.com/conference-details.html · retrieved Oct 18, 2026
  3. [3]https://cugrowthsummit.com/about/conference-faqs/ · retrieved Oct 18, 2026
  4. [4]https://cugrowthsummit.com/agenda/ · retrieved Oct 18, 2026
  5. [5]https://cugrowthsummit.com/ · retrieved Oct 16, 2026
  6. [6]https://cugrowthsummit.com/sponsor/credit-union-conference-sponsorships/ · retrieved Oct 19, 2026
  7. [7]https://cugrowthsummit.com/speakers/ · retrieved Oct 18, 2026
  8. [8]https://cugrowthsummit.com/jason-tilley-brings-executive-technology-leadership-to-the-2027-cu-growth-innovation-summit/ · retrieved Oct 18, 2026
  9. [9]https://cugrowthsummit.com/about/conference-news/page/3/ · retrieved Oct 18, 2026
  10. [10]https://cugrowthsummit.com/ebankit-returns-as-a-gold-sponsor-of-the-cu-growth-innovation-summit-2027/ · retrieved Oct 18, 2026

Details change. Confirm on the official site.