Lending Council & OME/Tech Council CLO-COO-CIO Forum 2025
Lending Council & OME/Tech Council CLO-COO-CIO Forum 2025
Overview
Our combined Forum offers senior leaders in Lending, Operations, Member Experience, and Technology an exclusive opportunity to engage in meaningful discussions on the most pressing issues, threats, and opportunities in the credit union industry. By bringing together leaders from these critical fields, the Forum fosters cross-functional collaboration, strategic problem-solving, and the exchange of actionable insights. This trusted space empowers participants to drive innovation, address shared challenges, and position their credit unions for long-term success.
Who Should Attend
This strategic forum is beneficial for credit union executives in lending, technology, operations, or member experience with the title of Director and above.
Schedule
Registration will begin at 2:00 p.m. CT.
Day 1 sessions will begin at 2:30 p.m. CT and conclude at 7:00 p.m.
Welcome Session, Introductions, Joint General Session, and Cross-Functional Interactive Discussion
Welcome Reception
Registration will begin at 7:00 a.m. CT.
Day 2 will begin at 8:00 a.m. CT and conclude at 2:30 p.m.
Registration open
Breakfast with peers
COO-CIO Forum:
- CIO Roundtable Chats: A dive deeper into topics such as what keeps you up at night and what is the most exciting thing your credit union is doing or planning to do, short debrief.
- COO Roundtable Chats: A dive deeper into topics such as what keeps you up at night and what is the most exciting thing your credit union is doing or planning to do, short debrief.
CLO Forum:
- Finance and Lending Relationship, includes table time chat
- CECL
- Asset Liability Management
- Compliance and Lending Relationship, includes table time chat
- Fair Lending
- Mortgage Lending, includes table time chat
- Collaboration Session, including topics to review or not yet addressed
Lunch
Crossover Session all groups: What did we learn and what do we plan to take back to our own shops?
Closing Remarks
Agenda and times subject to change.
Pricing & Registration
| Lending Council & OME/Tech Council CLO-COO-CIO Forum 2025 |
CLOOCIOFLA25 |
| Council Member America's Credit Unions Member League Member Small Credit Union (<$50M) Non-Member |
$239 $295 $295 $295 $590 |
Member Discounts
All credit unions are invited to register for this event. Members receive a significant discount.
Additional discounts available to member credit unions:
- Less than $50 million in assets save 20%
- Council members save 10%
- League staff save 20%
- Multi-Attendee discount - Register four attendees and get the 5th free
Please include all registrations in the same order for the discount to apply
Only one discount can be applied per registration. If a registration qualifies for more than one discount, the highest-value discount will be applied.
Other non-credit union attendees should contact us to confirm eligibility.
Need help accessing member pricing? Contact 800-356-9655 or hello@americascreditunions.org.
Hotel & Travel
Recommended travel dates:Arrive: Tuesday, April 29, 2025 for registration at 2:30 PM CT; Welcome reception at 5:30 – 7:30 PM CT Depart: Thursday, May, 1, 2025 – Sessions will begin at 8 AM and will conclude at 3 PM |
ACCOMMODATIONS
Sheraton New Orleans
500 Canal St
New Orleans, LA 70130
504-525-2500
More information about room rates and discounts will be posted here when it becomes available.
*Room rates and availability cannot be guaranteed. Rooms may be sold out prior to the reservation deadline, so make your reservations early! Room reservations and fees are the responsibility of the registrant. To claim this room rate, call for reservations and reference America's Credit Unions.
BOOK YOUR FLIGHT
Discounted airfare through our airline partners:
Delta Airlines
- Book online here
- Call to book: (800) 328-1111 (Mon. through Fri. from 8:00 a.m. – 6:30 p.m. ET) and use code NY3GR
United Airlines
- Book online here
- Call to book: (800) 426-1122 (Mon. through Fri. from 8:00 a.m. – 6:30 p.m. ET) and use code ZQ8T759178
Attendee Info
Code of Conduct
We want everyone's event experience to be welcoming, respectful, and safe. For more information, see our Code of Conduct.
Cancellations
All cancellations must be received in writing. Please explain the cancellation briefly and submit it via email to hello@americascreditunions.org. Cancellations received more than 30 days before the event are subject to a 25% administrative fee on the order total. No refunds will be granted for cancellations received on or after 30 days before the event. Substitutions are accepted before the start of the program. Additional costs may apply. Please provide the event name, current participant name, and new participant name to hello@americascreditunions.org.