2023 State System Summit (S3)

Aug. 27-29, 2023, in Nashville, TN

The 58th Annual State System Summit (S3) brings state regulators, credit union professionals, and topic-specific experts together to share best practices, collaborate on industry issues, as well as exchange ideas and resources. NASCUS’s annual State System Summit (S3), combines thought-provoking educational sessions and networking opportunities for attendees to renew and expand professional connections.

NASCUS Photo Gallery

Click here to view and download photos from the event.

Watch a sample of the 2023 speaker line-up, hear from attendees, award winners, and more. Click here to watch.

 

This year’s summit will offer a deep dive into the evolution, challenges, and opportunities of digital assets in the marketplace, the continuing rise of fintech, the future of credit union powers, and balancing regulation.

Today’s financial services sector is increasingly competitive and undergoing transformational change. Please plan to join industry thought leaders and stakeholders this August as the credit union system comes together to chart a path forward to meet the challenges of tomorrow.


Wondering what you’re missing this summer? Learn more about our annual meeting, the 58th Annual NASCUS State System Summit (S3), in Nashville.

Event pricing: $1200 for Members or $1400 for Non-Members

Location: Omni Nashville Hotel
250 Rep. John Lewis Way S
Nashville, TN 37203

Please contact Isaida Woo at [email protected] with any dietary restrictions.

Sponsorship Opportunities

This event is designed to combine thought-provoking educational sessions and networking opportunities for attendees to renew and expand professional connections. The 2023 Summit will offer a deep dive into the evolution, challenges, and opportunities of digital assets in the marketplace, the continuing rise of fintech, the future of credit union powers, and balancing regulation.

Sponsorship Benefits Include:
  • Sponsor logo on the event registration website
  • Sponsor logo on the NASCUS.org event page
  • Company logo included on electronic and printed signage located in the conference meeting space
  • Organization’s representatives identified as a conference sponsors on-site on name badges
  • Complete sponsor profile on the S3 Event Hub and App centralizing all conference components —to include: company logo, URL, company profile bio, business development contact information, and company social media handle
Please contact Isaida Woo at [email protected] with questions or to set up your sponsorship details.
Sponsorship Options Available
NASCUS Welcome Reception | August 27th: SPONSORED BY ZEST AI

Our opening celebration is a fabulous opportunity to make a lasting impression as we welcome attendees from across the country and announce this year’s Pierre Jay Award Winner. Sponsorship of this reception includes the opportunity to offer a personal welcome to all attendees.

General Sessions: $5,000 each | August 28, or 29th
Aug. 27th SPONSORED BY BECU
These day-long sessions provide attendees with information on the most current and emerging risks and issues impacting state credit unions.

Winery Tour: $4,000 | August 28th
This exclusive opportunity offers sponsorship recognition during an attendee excursion.

Breakfast: $5,000 each | August 28th or 29th
Make a strong first impression with all registrants as you welcome attendees to the day’s sessions.

Refreshment Breaks: $4,000 each | August 27, 28, or 29th
Signage will be displayed at the refreshment break of your choosing.

Luncheon Sponsorship: $6,000 each | August 16 or 17th
Signage will be prominently displayed at the registration desk and near the luncheon areas.

Wi-Fi Sponsorship: $4,000
Wi-Fi login will include your organization’s logo displayed at attendees’ tables and on signage around the event.

Thank You, DCRI Sponsors

The National Association of State Credit Union Supervisors (NASCUS) invites you to join us at an exclusive event that brings state regulators, credit union leaders, and industry stakeholders together in a three-day, collaborative networking environment.

NASCUS’s annual State System Summit (S3), combines thought-provoking educational sessions and networking opportunities for attendees to renew and expand professional connections.

Agenda Topics
This year’s summit will offer a deep dive into the evolution, challenges, and opportunities of digital assets in the marketplace, the continuing rise of fintech, the future of credit union powers, and balancing regulation.

We will strategize on the myriad of challenges that lie ahead, including

  • Worldwide Geopolitical Instability
  • Lingering Pandemic Dislocation
  • Looming Inflation
  • Increasingly Sophisticated Cyber-Attacks, and
  • Burgeoning Compliance and Supervisory Obligations

Location
The Waterfront Beach Resort
21100 Pacific Coast Highway, Huntington Beach, CA 92648

Click on the Attendee Hub button to access attendee lists, download presentations and more Registration is required for access.

 

If you need help with your access code, please contact Amanda Tuckey.

Join us for an event of in-depth learning and networking with friends, colleagues, and industry leaders from across the country, August 14-17, 2022.

This event brings state regulators, credit union professionals, and topic-specific experts together to share best practices, collaborate on industry issues, as well as exchange ideas and resources.

Location

The Waterfront Beach Resort
21100 Pacific Coast Highway, Huntington Beach, CA 92648

$299/night conference room rate

Click here for access to the hotel block. 
To receive the group rate discount: Select “Special Rate” and then enter Group code: “NASCUS” when finalizing your reservation for the room discount.

Conference Pricing

  • $1099 NASCUS Members
  • $1399 Non-members

Thank you Sponsors

Agenda

Sunday, August 14, 2022
  • 8:00 am – 9:00 am Breakfast
  • 9:00 am – 4:00 pm NASCUS Regulator Board/Credit Union Advisory Council Joint Leadership Meeting
Monday, August 15, 2022

8:15 am – 9:00 am Breakfast for all attendees & guests

10:00 am – 5:00 pm Registration and Information Desk Open

  • 9:00 am – 11:00 am Legislative & Regulatory Affairs Committee Meeting
  • 12:00 pm – 1:00 pm PSC Meeting

2:00 pm NASCUS S3 Kick Off

2:00 pm – 2:30 pm Welcome Remarks
Brian Knight, President and CEO, NASCUS
Diana Dykstra, President and CEO, CA/NV Credit Union Leagues
Ed Gill, Senior Deputy Commissioner, Department of Oversight, California Department of Financial Protection & Innovation
Mike Williams, President and CEO, Colorado Credit Union, NASCUS Credit Advisory Council Chair
Rose Conner, Administrator, North Carolina Credit Union Division, NASCUS Board Chair

2:30 pm – 3:30 pm CryptoCurrency & BlockChain
Chelsea Treboniak, Owner, Critical Ops
Becky Reed, CEO, Lone Star Credit Union
John Wingate, CEO, BankSocial
The Honorable Kyle Hauptman, Vice Chairman, NCUA

3:30 pm – 3:45 pm Break

3:45 pm – 4:30 pm Cybersecurity
Chelsea Treboniak, Owner, Critical Ops

5:30 pm – 8:00 pm Welcome Reception and Pierre Jay Award Ceremony
Welcome all attendees and guests

Tuesday, August 16, 2022

8:00 am – 4:00 pm Registration and Information Desk Open

8:00 am – 9:00 am Breakfast for all attendees & guests

9:00 am – 10:00 am What FedNow Means for the Financial Services System
Steven Jung, Vice President-Regional Sales Director, Federal Reserve Bank of Chicago

10:00 am – 11:00 am Top 10 IT Frauds: Risks & Protection Strategies for Financial Institutions
John Moeller, Principal IT and Cybersecurity National Practice Leader – Financial Institutions, CLA

11:00 am – 11:15 am Break

11:15 am – 12:30 pm NACUSO’s Next Big Idea Winner
Brian Lauer, Partner, Messick Lauer & Smith P.C.
Milind Borkar, Founder & CEO, Illuma
Karan Kashyap, Cofounder & CEO, Posh

12:30 pm – 1:10 pm Lunch

1:15 pm – 2:00 pm NASCUS Annual Meeting

2:00 pm – 2:15 pm Break

Credit Unions, Leagues, and other Industry Attendees

2:15 pm – 3:00 pm Credit Union Strategy in 2022 and Beyond
Mark Meyer, President and CEO, Filene Institute

3:15 pm – 4:00 pm Common Fraud Schemes Targeting Members
Frank Drake, Senior Counsel, Smith Debnam Narron Drake Saintsing & Myers, LLP

Regulators Only

2:15 pm – 4:45 pm Interagency Conversation with Brian Knight, President & CEO, NASCUS and Cherie Freed, Director-Western Region, NCUA

4:15 pm – 5:15 pm NASCUS League State Issues & Policy Professionals (SIPPs) Meeting

5:15 pm – 6:00 pm NASCUS League SIPPs Reception

Wednesday, August 17, 2022

8:00 am – 9:00 am Breakfast for all attendees & guests

9:00 am – 10:00 am Economic Outlook: Is this the Recovery?
Robert Eyler, President, Economic Forensics and Analytics, Inc.

10:00 am – 11:00 am Will the Future be Bright or Bleak: Perspectives on the Challenges Facing the Credit Unions System
Bryan Mogensen, Principal, CLA (CliftonLarsonAllen LLP)

11:00 am – 11:15 am Break

11:15 am – 12:00 pm Getting the Programs Right: Commercial Lending, CECL, and Derivatives
Sheila Balzer, Partner, Assurance & Advisory, SingerLewak

12:00 pm – 1:00 pm Lunch

1:00 pm – 2:00 pm View from the Potomac: What to Expect from Congress, the White House, and Federal Agencies

2:00 pm – 2:15 pm Break

2:15 pm – 3:00 pm What You Need to Know About Current Litigation Trends
Brianda Rojas-Levering, Risk Consultant, Risk & Compliance Solutions, CUNA Mutual Group

3:00 pm – 3:30 pm Closing Remarks & Conference Wrap-Up
Brian Knight, President & CEO, NASCUS