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Credit Union Leadership Exchange

Join us for an exclusive peer led discussion and gain perspectives from Navy Federal Credit Union and Cornerstone Advisors on how they are cutting through complexity to build member trust, drive engagement, and deliver long-term value.

Tuesday, March 3 from 5:30 to 7:30 PM

Seven Reasons, Washington, DC

Conveniently timed alongside GAC, with no overlap with official conference programming

Speakers

Jaspreet Chawla

SVP Product Transformation
Navy Federal Credit Union

Jaspreet has spent 20 years turning member-first thinking into measurable growth and fierce customer loyalty.

Sam Kilmer

Managing Director
Cornerstone Advisors

Sam is an award-winning advisor to credit unions, banks, fintechs, and investors on product strategy and digital transformation.

David Ladic

Head of Sales, US
Zafin

David uses his 25 years of experience to facilitate core modernization, platform strategy, and operating model change initiatives for financial institutions nationwide.

What you'll take away

  • How to improve trust, engagement, and retention through a disciplined approach to simplifying at scale
  • Insider’s tips on how leading teams prioritize member needs and value ahead of feature-driven complexity
  • Approaches to segmentation that support members across their full financial journey, from everyday banking to more complex needs
  • Ways to measure success through member impact and value, not just internal delivery milestones
  • Honest perspectives on what’s working, what’s not, and what’s next

Agenda

5:30–5:45 PMArrival and welcome

Light refreshments and networking

5:45–6:30 PM Moderated panel discussion
  • How to intentionally simplify as complexity increases
  • Staying focused on member goals and value rather than feature roadmaps
  • Shifting from feature innovation to outcome innovation
  • Supporting different member segments without creating operational chaos
  • Measuring what matters: member impact first, growth second
  • Followed by audience Q&A
6:30–7:30 PM Networking reception

Cocktails, appetizers, and peer conversation

See us at the Governmental Affairs Conference 2026

Stop by our booth at the ACU Governmental Affairs Conference from March 1 to 5. Continue the conversation and explore how we help credit unions simplify product complexity without ripping out their core systems.

Find us at Booth K5

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