Financial Well Being

YP Conference 2025

Financial Well Being

Oct 22 9:00 AM - Oct 23, 2025 12:00 PM

Oct 22, 2025 9:00 AM - 12:00 PM

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Description

Registration Now Open!

This jam-packed day and a half event is filled with robust learning opportunities designed specifically for young professionals within The Credit Union Movement.

Become a YP Network Member

Agenda

October 22

10:00 am – 11:00 am
Check-in, Badges, Welcome and Icebreaker

11:00 am – 12:15 pm
The Courage to Communicate Workshop Part I
Kristy Walz, CEO | Confluence Consulting

Difficult conversations require risk-taking and courage. If you've been avoiding a conversation or the conversation isn't going as well as it could, this workshop will introduce you to proven tools for better results. You'll leave with an actionable plan for expressing yourself and hearing others.

12:15 pm – 1:00 pm
Lunch

1:00 pm – 3:30 pm
The Courage to Communicate Workshop Part II
Kristy Walz, CEO | Confluence Consulting

4:00 pm – 8:00 pm
Volunteer Activity, Dinner and Social – details coming soon!

October 23

8:00 am – 8:45 am
Breakfast

9:00 am – 10:30 am
An Examination of Credit Union Financials
Josh Roberts, VP of System Collaboration & Development | The Wisconsin Credit Union League

This interactive session will provide a deep dive into credit union financials including ratios and balance sheets. You will gain a fuller understanding of what these numbers mean, how they are calculated, and what they represent for your credit union. This substantive conversation will provide knowledge and confidence in the larger picture of what is important to your financial institution.

10:30 am – 10:45 am
Break

10:45 am – 12:00pm
What is the Significance of the Board of Directors at My Credit Union? - A Board Member Panel Conversation
Facilitated by Beth Ellis, Chief Financial & Operating Officer | The Wisconsin Credit Union League

The Board of Directors plays a crucial role in establishing the overarching direction of the credit union. The Board is tasked with steering and overseeing the credit union, ensuring it operates in a financially sound and judicious manner, with decisions consistently aligned with the best interests of the members. The primary responsibility of the Board of Directors lies in charting the strategic path.

But have you ever wondered “what actually happens at my credit union’s board meetings?” The League’s Chief Financial & Operating Officer, Beth Ellis, will facilitate this discussion with board members to provide context and a clearer understanding of a board’s responsibilities and its impacts on the credit unions they serve.

12:00 pm – 1:00 pm
Lunch

1:00 pm – 2:00 pm
Vision Board: Imagining your Ideal League YP Communications Experience
Meghan Murphy, Senior Marketing Specialist & Event Coordinator | The Wisconsin Credit Union League

This session is all about you and how you would like to receive information from The League that is specific to Young Professionals. Earlier this year we sent out a survey to YPs asking for feedback on the current state and method of communications to YPs and there was a resounding response that you would like to hear from us more often. We would like to learn more from you! The League’s Meghan Murphy will lead this discussion by providing an overview of what we do now, sharing the results of the survey, and then facilitating conversations to build the YP comms of the future. Time to dig in!

2:00 pm – 3:00 pm
Conference Closing Session, Debrief and What’s Next

Additional Info

Speakers

Kristy Walz

CEO | Confluence Consulting

Kristy Walz is a results-oriented consultant with twenty years of experience working with leaders in varied industries and roles to help them achieve their goals. She helps create change-ready organizations and helps people find purpose in their work. In addition to her responsibilities with Confluence Consulting, Kristy serves as adjunct faculty for campuses within the Minnesota State Colleges and Universities System, and is a practicing Spiritual Director. She is a keen observer with deep curiosity about human interactions and the ability to turn data into decisions.

Beth Ellis

Senior Vice President of Finance & Strategic Partnerships | The League

Beth has responsibilities for both internal operations, including Finance, IT and HR, and works directly with our members through the W.C.U.L. Services Corp. to provide beneficial products and services. Internally, she ensures the financial health of The League through oversight of the accounting function, preparation of the annual budget, and financial reporting. Beth works directly with our IT vendors to provide a secure environment, efficient applications, and the rights tools for The League staff to support our credit union members.

Through W.C.U.L. Services Corp., Beth partners with a variety of vendors to bring products and solutions to our members that will help them better serve their members and fulfill their mission. In addition, she works closely with Reach Business Lenders and WISCUB. Beth is responsible for managing the financials and cash position at Reach to ensure its continued stability and success.

Prior to joining The League, Beth worked at a publicly traded company for over 10 years where she gained experience in accounting, financial and strategic planning, and IT application support. She has master’s degrees in business administration and accounting, and a bachelor’s degree in accounting from the University of Wisconsin-Madison. She is a CPA.

Meghan Murphy

Senior Marketing Specialist & Events Coordinator | The Wisconsin Credit Union League

Meghan blends creativity and strategy in her role at The Wisconsin Credit Union League, where she partners with the Communications and Education & Training teams to drive member engagement, create meaningful experiences, and strengthen sponsor relations. As the League’s lead graphic designer, she brings a strong visual eye to every project, while also managing the League Champions Program and serving as a League Chapter Liaison.

Passionate about credit union advocacy, Meghan enjoys facilitating Bite of Reality workshops and is committed to education and training to empower members.

Josh Roberts

Vice President of System Collaboration & Development | The League

Josh is responsible for promoting credit union service and outreach and fostering opportunities for credit union growth. You can also find Josh helping Wisconsin's small credit unions with operational consulting, provides strategy assistance by facilitating Strategic Planning Sessions, and providing various training for credit union leaders, staff, and boards. Additionally, Josh spearheads diversity, equity, and inclusion initiatives for The League and its member credit unions and is also the League Liaison for the Wisconsin Credit Union Foundation and oversees its operations.

Josh has nearly 20 years of experience in the financial industry, having served credit unions as a vice president, controller, and compliance officer. He is a graduate of CUNA Management School, where he served as Class President, and a 2016 graduate of the Credit Union Development Educators (CUDE) program.

Josh currently serves on the Executive Committee of the CUNA Lending Council and is Vice-Chair of CUNA Lending Council’s Member Resources Committee and Vice-Chair of the Engagement Committee. In addition, he is engaged in the community, serving as Board Chair for the Milwaukee Area Technical College Accounting Advisory Board, and as a member of the Milwaukee Area Technical College Banking and Finance Advisory Board. He has previously held positions and volunteered with local neighborhood associations, the American Red Cross, and local environmental organizations.

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Event Type

In-Person

Fees

$269 | Early Bird - Sept 22

$299 | Regular

$199 | YPAB & Committee

Location

Best Western Premier Park Hotel
22 S Carroll St
Madison, WI 53703

$159/night plus taxes and fees

Call 608-285-8000 and ask for the WCUL YP Conference rate or book online:
YP Conference Hotel Room Block Booking Link