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C-Suite Strategy Summit

Nov 18 8:30 AM - Nov 18, 2025 3:30 PM
Nov 18, 2025 8:30 AM - 3:30 PM
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Description

Calling all C-Suite Leaders! 

Join us for this inaugural event hosted by The League, featuring dynamic sessions led by some of the most innovative and forward-thinking leaders in the credit union movement. Together, we’ll explore the trends, challenges, and opportunities shaping the financial services landscape. You’ll gain actionable insights, practical tools, and strategic foresight to position your credit union for success in 2026 and beyond.  

Agenda

8:30am – 9:00am
Check-in and Light Breakfast 

9:00am – 9:30am
Welcome Address and Introductions 

9:30am – 10:00am
Set the stage for the day
Angela Peat, Co-founder, Delve Collective  

Discover the themes that will guide our conversations and prepare your mindset for strategic exploration. 

10:00am – 11:30am
Top 10 for 2026: Strategic Priorities for Credit Unions
Caroline Vahrenkamp, Filene Research institute 

An overview and facilitated discussion of the top ten most significant strategic decisions credit union leaders will have to make in 2026. What are the emerging trends and disruptive forces shaping the financial services industry and credit union system? This presentation will help credit union leader future-proof their organizations and provide a clear roadmap to anticipate the most serious challenges and seize the most valuable opportunities in the coming year. 

11:30am – 12:30pm
Lunch 

Refuel, recharge, and build valuable connections with fellow leaders. 

12:30pm  – 2:00pm
Navigating Strategy
Sam Plester, Founder & CEO, Mission Brands 

2:45pm – 3:30pm
Practical Pathways to Success
Angela Peat, Co-founder, Delve Collective  

3:30pm
Adjourn 

Close the day with clarity, connection, and a plan to move forward. 

Additional Info

Speakers

Angela Peat

Co-Founder | Delve Collective
Angela Peat is a results-driven technology strategist with nearly two decades of experience helping organizations navigate complex tech adoption challenges. Combining expertise in Product Management, Design Thinking, and Agile methodologies, Angela has successfully guided start-ups, Fortune 500 companies, government agencies, non-profits, universities, and credit unions through transformative technology initiatives. Her work spans four continents, reflecting a global perspective and adaptability that drives impactful outcomes across industries. 

As co-founder and servant leader of Delve Collective, Angela is passionate about democratizing high-end technology consulting services, making them accessible to credit unions, non-profits, and small businesses. Her deep understanding of tech implementation—paired with her commitment to ethical use and strategic alignment— led her to creating the Credit Union Round Table: Age of AI. Over the past year, Delve has led this free AI event series for the credit union industry, equipping organizations with actionable strategies to harness Artificial Intelligence and a safe place to learn. 

Angela also dedicates 5-10% of her time to mentoring within the tech and small business community, fostering connections that drive economic growth and innovation. Whether working with CTOs or front-line staff, Angela’s collaborative approach ensures every organization she partners with is empowered to thrive in an increasingly digital world. 

Caroline Vahrenkamp

Director of Advisory Service | Filene

As the Director of Advisory Services at Filene, Caroline leads the Member Voice initiative, focusing on advanced segmentation strategies for credit unions. She also manages the creation and standardization of presentation materials to ensure consistent messaging across the organization and contributes to Filene's thought leadership as a co-author of Thinking Forward, a monthly LinkedIn newsletter offering insights on industry trends. 

With over 20 years in the credit union industry, Caroline’s previous roles include leading the Raddon Research Insights program at Raddon, where she authored more than 20 research studies. She has also served as CFO at Clackamas Federal Credit Union and SVP of Marketing and Member Experience at Elements Financial. Her decision to join Filene was inspired by the organization’s commitment to helping credit unions thrive and better serve their members, aligning perfectly with her passion for driving meaningful innovation and member-focused solutions. 

Caroline earned her bachelor’s degree from Emory University and her MBA from Georgetown University's McDonough School of Business. Outside of work, she hosts Wonders of the World, a podcast that delves into the Earth's great places and the stories of our people, civilization, and planet, covering history, travel, and food. She also enjoys exploring new destinations, playing Dungeons and Dragons, cooking, and spending quality time with her family and dog. 

Event Type

In-Person

Fees

Early Bird - $299
(Early Bird deadline: October 20)

Regular - $329 

Location

TruStage Lighthouse 
5910 Mineral Point Rd, Madison WI