Where Bank & Credit Union Leaders Discuss the Business of Lending

September 8-10, 2027
Oak Brook, Illinois

Where Bank & Credit Union Leaders
Discuss the Business of Lending

September 8-10, 2027
Oak Brook, Illinois

The Best Banking and Credit Union Lending Conference in 2027. Register Today!

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Real Dialogue. Real Strategies. A Lending Conference That Delivers

The 2027 Financial Institution Lending Summit is the premier banking and credit union lending conference where leaders come to participate, not just listen.

Designed for Chief Lending Officers, senior banking and credit union executives, credit leaders, and lending technology innovators, this unique financial services conference replaces traditional presentations with candid, peer-driven conversations. Through interactive discussions, executive panels, and strategic networking, attendees explore the challenges, opportunities, and decisions shaping the future of lending.

No sales pitches. No endless presentations. Just real conversations about the business of lending.

From accelerating profitable loan growth and optimizing portfolio performance to managing credit risk, liquidity, loan participations, and AI-driven lending innovation, every conversation focuses on practical strategies and real-world results. Whether you’re rethinking your lending strategy, exploring new growth opportunities, or modernizing lending operations, you’ll leave with actionable insights, valuable executive relationships, and fresh perspectives to help your institution compete and succeed.

credit union conference 2026 panel discussion session
credit union conference 2026 peer-to-peer session

2027 Featured Speakers

Dylan Braun

Dylan Braun

Senior Vice President
Director of Commercial Lending
TruStone Financial

Chief Lending Officer Great Lakes Credit Union

Fred Campobasso

Chief Lending Officer
Great Lakes Credit Union

Dan Carmody, President of Converge Events

Dan Carmody

President
TreaSolution

Dave Cogozzo

Dave Cogozzo

VP Strategic Partnerships
Credit Union 1

Laura (Lori) Moore is a technology executive and transformation leader serving as Senior Vice President of Technology Engineering at Global Credit Union.

Laura Moore

SVP Technology Engineering
Global Federal
Credit Union

Paul Provenzano Head of US Market Development, ebankIT

Paul Provenzano

Head of US Market Development
ebankIT

Jeffrey L. Rothmeyer EVP & Chief Lending Officer, Credit Union 1

Jeff Rothmeyer

EVP/Chief Lending Officer
Credit Union 1

Toni-Ann Sforza serves as Chief Operating Officer at Municipal Credit Union (MCU)

Toni-Ann Sforza

Chief Operating Officer
Municipal Credit Union (MCU)

As Chief Operating Officer at CoastHills Credit Union on California’s Central Coast, Chris focuses on expanding access to financial tools, education, and resources that empower every person in the community to bring their dreams within reach.

Chris Turnley

Chief Operating Officer
CoastHIlls CU

Jason Tilley Chief Information Officer at 1st Advantage Federal Credit Union

Jason Tilley

Chief Information Officer
1st Advantage Federal Credit Union

Key Topics From the 2027 Conference Agenda

Strategic Conversations That Are Reshaping the Credit Union Landscape

AI-Driven Member Personalization at Scale

Explore how credit unions are using AI and data to deliver hyper-personalized experiences that drive engagement, loyalty, and product adoption across every channel..

Next-Gen Lending: Automation, Speed, and Smarter Risk Decisions

Discover how leading institutions are combining automation, analytics, and AI to accelerate lending while maintaining strong risk controls and portfolio performance.

Data Strategy & Analytics as a Growth Engine

Learn how top-performing CUs are transforming data into actionable insights that drive lending, marketing, and member growth initiatives.

Navigating Regulatory Pressure in a Digital-First Environment

Understand how compliance leaders are adapting to evolving regulations while enabling innovation, speed, and competitive differentiation.

Competing for Member Growth in 2027

Examine how credit unions are redefining their value proposition to attract and retain members in an increasingly competitive landscape.

Scaling Business Banking & Commercial Services for Sustainable Growth

Explore how credit unions are expanding into business banking while maintaining operational efficiency, risk discipline, and member focus.

Strategic Partnerships: Fintech, Vendors, and Ecosystem Growth

Learn how CUs are selecting, managing, and scaling partnerships to accelerate innovation and unlock new revenue opportunities.

M&A, Consolidation & Growth Strategy in the Evolving CU Landscape

Engage in executive-level discussions on consolidation trends, cultural alignment, and strategic decision-making in a rapidly changing market.

Event Registration Information

Everything you need to learn, connect, and grow at the 2027 Financial Institution Lending Summit

What's Included in Registration

Admission on September 8th - 10th

Opening Reception with Refreshments and Appetizers

All Conversations with Zero Presentations

Scheduled Networking Events with Refreshments

Keynote Panel Discussions

Use of the FILS Event App

Earn Continuing Education Credits

Peer-to-Peer Executive Roundtables

Lunch Buffet on September 10th

Admission to FILS Award Ceremony

Coffee All Day

... and More!

Choose Your Registration Type

Select the option that best reflects your role.

Choose Your Registration Type

Select the option that best reflects your role.

Financial Institution Professional

Individual Registration
$1295
$ 995
  • Early Bird Pricing Ends on May 31, 2027
Early Bird

Financial Institution Professional - Team

3+ Registrations Receive 1 Free VIP Upgrade
$895
$ 795
  • Early Bird Pricing Ends on May 31, 2027
Early Bird

Solution Provider / Vendor

$ 2,295
  • Organizations that Sell to Banks and Credit Unions

Non-Profit / Government

$ 745
  • Government & 501(c)(3) Organizations
Upgrade during registration

The VIP Experience

VIP upgrade

Add the VIP Experience when you register for any pass.

$295
Practitioners
$695
Solution Providers

A Credit Union Conference Worth Talking About...

Michael Ogden
Michael Ogden
★★★★★
Editor-in-Chief - Credit Union Times
It’s always so great to get out and speak with dedicated & extremely smart credit union leaders. Thank you CU Growth & Innovation Summit for having me join Meggan Schwirtz, Tim Boike, Ryan McEleney, Matt Monge, Jack Chawla, Jason Tilley, & Chase Larson for some deeply important conversations.
Matt Monge
Matt Monge
★★★★★
Chief Experience Officer, Missouri Central Credit Union
Not every conference earns a permanent spot in my notebook. This one did. The conversations at CU Growth and Innovation were the kind that actually move our industry forward. Honest, ambitious, and grounded. Every session felt like a real conversation with people who live this work every day. It was credit union leaders rolling up their sleeves and talking through the hard stuff together. The CU Growth and Innovation Summit was designed for dialogue and it delivered.
Meggan Schwirtz
Meggan Schwirtz
★★★★★
Chief Experience Officer - St. Cloud Financial Credit Union
A great first day at the CU Growth & Innovation Summit in Illinois! A great panel to end the day on AI & Automation in Lending led by Michael F Abernathy, Jr., Jason Tilley, Jack Chawla, and St. Cloud Financial Credit Union’s very own CLO Chase Larson. Thank you to all the vendors and sponsors for being here! Appreciate all the conversations I’ve had so far, and looking forward to tomorrow!
Ryan McEleney
Ryan McEleney
★★★★★
Chief People & Culture Officer - American Eagle Financial Credit Union
Headed home from the inaugural CU Growth & Innovation Summit with… 💡 Deepened perspective in key areas ⏭️ Actionable practices for AEFCU ❤️ More confidence that the CU Movement is in good hands given the brilliant, passionate, and talented leaders I met - including fellow panelists Jack Chawla, Matt Monge, Meggan Schwirtz, and Michael Ogden.
Karla Fernandez Parker
Karla Fernandez Parker
★★★★★
Managing Director - Sensis
Great insights at the 2025 Credit Union Growth & Innovation Summit in Chicago. Really like the format of break out sessions vs. PowerPoint talks! Tackling depth of training frontline staff on financial wellness, small business credit score mentorship programs, and appealing to Gen Z as the new customer base.
Aileen Brennan
Aileen Brennan
★★★★★
VM Specialist II, Foundation Finance Company, LLC
Attending this event reinforced something I’ve been seeing firsthand in Vendor Management and Risk Management: Strong governance is no longer just about compliance — it’s about operational resilience, cross-functional alignment, and proactive risk visibility. One of the best parts of the conference was hearing how other organizations are approaching similar challenges while continuing to evolve their programs and processes.
Josh Rodriguez, West Community Credit Union
Josh Rodriguez, West Community Credit UnionAVP Fintech and Mission Integration
The CUGI Conference is quickly becoming one of my favorite conferences. Ditching PowerPoint and dry sales-ly presentations is the way to go. Congrats Dan and team for building so much value and relevant discussion into just 2+ days.
Cris Mattoon, Michigan First Credit Union
Cris Mattoon, Michigan First Credit Union@username
Successful leaders swapping success stories centered around membership growth, product innovation, third-party partnerships, and developing that next generation of key talent! The Credit Unions that will lead the industry into the future converge in Oak Brook in February.
Nathan Grossenbach, Shoreline Credit Union
Nathan Grossenbach, Shoreline Credit UnionPresident/CEO
I was a first-time attendee to the CU Growth & Innovation Summit in 2025. The event was everything it was billed to be. Unique topics. Genuine conversation. No slide decks. Incredible lineup of speakers and guests. Not a second was wasted at this conference, I highly recommend it!

FI Lending Excellence Award

Now Accepting Nominations

The FI Lending Excellence Award recognizes banks and credit unions advancing the business of lending through exceptional strategy, innovation, and execution. Presented at the FI Lending Summit, this honor celebrates achievements producing meaningful results and shaping the future of lending.

Whether driving loan growth, improving portfolio performance, strengthening credit strategy, or applying technology and AI, the award gives institutions a platform to have their achievements recognized by lending  industry leaders. Winners will receive:

The 2027 FI Lending Award

Nominations open until August 1, 2027

Hours of Strategic Networking
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Interactive Sessions
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Industry Expert Speakers
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Industry Executives
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Time Well Spent

Every Session Designed for Impact

0 Hours of Presentations

Every session is built for engagement – no lectures or sales pitches, just strategic conversations.

8+ Hours of Peer-to-Peer Strategy Sessions

Engage in authentic, unscripted discussions on lending, AI, compliance, and growth — no slides, just solutions.

4.5+ Hours of Expert-Led Panel Discussions

Gain a competitive edge from curated panels tackling today’s most pressing challenges.

5+ Hours of Strategic Networking

Connect through curated experiences designed for high-impact, strategic networking.

12+ Hours of Exhibit Hall Access to Discover New Solution Providers

Explore cutting-edge solutions from leading technology providers and trusted innovation partners.

3+ Hours of VIP-Only Dialogue & Dining

Engage in high-level conversations during a private networking reception and formal meal.

A Conference Focused on Financial Institution Success!

FI Lending Excellence Award

Now Accepting Nominations

The FI Lending Excellence Award recognizes banks and credit unions advancing the business of lending through exceptional strategy, innovation, and execution. Presented at the FI Lending Summit, this honor celebrates achievements producing meaningful results and shaping the future of lending.

Whether driving loan growth, improving portfolio performance, strengthening credit strategy, or applying technology and AI, the award gives institutions a platform to have their achievements recognized by lending  industry leaders.

Winners will receive:

Nominations open until August 1, 2027.

Join These Credit Unions at the Conference

1st Advantage Federal Credit Union Logo
BCU Logo
Chevron Federal Credit Union logo
Citadel Credit Union Logo
Credit Union 1 logo
Empeople Credit Union Logo
Everwise Credit Union logo
Great Lakes Credit Union logo
Lighthouse Credit Union logo
Michigan First Credit Union logo
Mountain America Credit Union Logo
Nuvision Credit Union Logo
PenFed Credit Union logo
True Community Credit Union logo
Truity Credit Union logo
And more
Logos displayed represent companies with registered attendees at this event. All trademarks and logos are the property of their respective owners. Appearance does not imply endorsement or sponsorship.

Connect. Engage. Learn.

Great Executive Networking

Great Executive Networking

Connect with credit union leaders, innovators, and solution providers through curated networking events designed to spark collaboration, deepen industry relationships, and inspire growth-focused conversations.

Industry Panel Discussions

Industry Panel Discussions

Engage in expert-led panel discussions where industry pioneers share strategic insights, real-world case studies, and forward-thinking solutions to the most pressing challenges in the credit union space.

Expert Led Conversations

Expert Led Conversations

Participate in interactive peer-to-peer sessions that foster candid, executive-level conversations around shared challenges, bold ideas, innovative strategies, and practical solutions tailored to sustainable credit union growth.

The CU Growth & Innovation Summit Red Carpet

Jack Chawla and Connor Tollus on red carpet at CU Growth Summit
Meggan Schwirtz and Kacy Cutler at CU Summit red carpet
Corey Gabler on the CU Growth & Innovation Summit Red Carpet

No Presentations. Only Meaningful Conversations

Latest Event News

Thank You to Our 2027 Sponsors and Partners!

Networking Lunch Sponsor

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Gold Sponsor

eBankIT : Brand Short Description Type Here.

Silver Sponsor

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Strategic Alliance Sponsor

The Financial Institution Lending Summit

  • Date

    September 8th - 10th, 2027

  • Venue

    DoubleTree by Hilton Hotel Chicago - Oak Brook
    1909 Spring Road
    Oak Brook, IL 60523

Financial Institution Lending Summit logo

The Future of Lending Starts with Staying Connected.

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