2019 Annual Meeting & Vendor Expo

 2019 Annual Meeting
Connecticut Convention Center
Hartford, CT
May 6-7, 2019

The biggest event of the year for Connecticut’s Credit Unions is on May 6-7, 2019! Located in the hart of the state, your League Annual Meeting & Vendor Expo is your best opportunity to create your fantastic future. Join your League, credit union colleagues, renowned speakers, and valued system partners to paint a canvas of success for your credit union.

Marriott Hartford Downtown

Credit Union Registration Deadline is April 24, 2019
Vendor Registration Deadline is April 17, 2019

Questions? Contact Chris Whalen, VP-Marketing, at [email protected]

Elite Sponsors:


Credit Union & Vendor Registration Form

Click here to register.

Vendor Agenda

Monday, May 6, 2019

  • 12:00-4:00 p.m. – Registration & Vendor Booth Setup
  • 5:00-6:30 p.m. – Welcome Reception (in Vendor Hall), Silent auction
  • 7:00 p.m. – Dine-A-Round Hartford

Tuesday, May 7, 2019

  • 8:00-9:30 a.m. – Breakfast & Vendor Expo
  • 12:00-2:00 p.m. – Lunch & Vendor Expo
  • 2:05 p.m. – Vendor Booth Tear Down

Credit Union Agenda

Monday, May 6, 2019

  • 1:30-4:30 p.m. - Registration
  • 2:30-3:30 p.m. - Opening Keynote: Brian Scott, SVP, PSCU - Fantastic Uses of Data that Surprise & Delight Your Members
  • 3:30-4:30 p.m. - Cannabis Banking Panel
  • 5:00-6:30 p.m. - Welcome Reception & Silent Auction (Supporting CUBFI)
  • 7:00 p.m. - Dine-A-Round Hartford

Tuesday, May 7, 2019

  • 8:00-9:30 a.m. – Breakfast & Vendor Expo
  • 9:30-10:30 a.m. - Annual Meeting
  • 11:00 a.m.-12:00 p.m. - Expert Panel: Credit Unions and Consumer Financial Health
  • 12:00-2:00 p.m. - Lunch & Vendor Expo
  • 2:00-3:00 p.m. - Closing Keynote: Sam Glenn - Attitude Changes Everything!
  • 3:00 p.m. - Closing Remarks

Sessions & Speakers

Fantastic Uses of Data That Surprise & Delight Your Members
Brian Scott, Senior Vice President, PSCU
Your credit union has access to an abundance of data that will improve member experiences—and your bottom line. Brian Scott will show you how to put it to work to delight your members and simplify their lives. Examples of how other credit unions have grown with data and tactics you can implement right away will leave you with new ideas for creating fantastic member experiences. 

Cannabis Banking Panel
Think you already know everything you need to about banking marijuana? Think again! Four leaders in the area of cannabis banking will come together to help you understand the implications of cannabis banking, whether you plan to engage in it by choice... or not. As more states legalize medical and recreational cannabis, as CBD and Hemp products become more mainstream, and as more of your members are touched by legal cannabis businesses, the knowledge credit unions must have continues to grow.

Regulators, the cannabis industry and the credit union system need to work together, but there are a lot of moving parts to get involved. Join our Cannabis Banking Panel on Monday, May 6, to gain a deeper insight into what's happening in this space.

Our expert panelists include:

  • Lynn Ciani, Chief Risk Officer and General Counsel at Numerica CU
  • Brian Knight, EVP & General Counsel at NASCUS
  • Michael Kennedy, Director-Product Strategy at Green Check Verified
  • Alan Hanson, Attorney at Gleam Law

Credit Unions and Consumer Financial Health Panel
In this expert panel discussion, you will deepen your understanding of household financial well-being and the role credit unions can play in addressing financial insecurity (and the business case for doing so). What is financial health and well-being? What does it look like in Connecticut? How does serving an underserved population help your credit union, and what does it mean for financial performance? At the end of this session you’ll walk away with all of these answers and actionable next steps to improve the financial health of your members.

Our expert panelists include:

  • Kate Griffin, Vice President-Programs, Prosperity Now
  • John Bissell, CEO, Greylock Federal Credit Union (Pittsfield, MA)
  • Cheryl Fatnassi, CEO, Opportunities Credit Union (New York, NY)

Closing Keynote: Attitude Changes Everything!
Sam Glenn, Author & Artist
This session will enlighten attendees on how to achieve more success, happiness, and positivity at work and in life.

With Sam Glenn, attitude changes everything. At one time, Sam Glenn was barely getting by working odd jobs at night. He was negative, depressed and sleeping in his car or on borrowed floor space. It was a series of positive events from knocking over the legendary Zig Ziglar at a buffet to simple cups of coffee with good friends that gave Sam what he calls a KICK IN THE ATTITUDE to turn his life around. Sam changed his negative outlook and began working on developing a more positive attitude.

As Sam’s attitude changed, everything changed. He discovered renewed purpose, happiness and humor. For the past 20 years, Sam has become regarded as one of the most fun, entertaining and inspirational conference kick off speakers. Sam has been named Speaker of the Year on several occasions by meeting and event organizations and won two national awards for his training videos. In addition, Sam is a gifted artist and author of 23 books that focus on personal and professional development. Sam and his growing family currently reside in Carmel, Indiana, although he is originally from Minnesota.

Vendors Attending

Allanach/Mortgage Group Corporation
Allied Solutions
Alloya Corporate FCU
B. Riley Wealth Management
Baillie & Hershman, P.C.
Baldini Lang, LLC
Bank Express
Beirne Wealth Consulting Services, LLC
Central Auto Auction
Coastal Outsourced Solutions
Connecticut Children's Medical Center
Connecticut Computer Company
CTMA Wealth Management
CU Certified
CU Direct
CU Alliance
CUNA Mutual Group
Dolphin Debit Access
Enterprise Car Sales
Financial Printing Solutions
Fintaria, Inc
Grady & Riley LLP
Green Check Verified
Harland Clarke
Info-Pro Lender Services
KII Consulting
Magee Company
Members Mortgage
NES Group
Norcom Mortgage
OM Financial Group
OneDigital Health and Benefits
Ten Digit Communications, LLC
Turnkey Processing LLC
Visible Equity
Vizo Financial