Event Announcement: 2026 Reaching Your Members in the 21st Century Conference
Tom Glatt serves as MC and leads two strategic sessions at the 2026 Reaching Your Members in the 21st Century Conference this November.
From November 12–15, 2026, credit union professionals from across the country will gather at the Reaching Your Members in the 21st Century Conference at the Kimpton Miralina Resort & Villas in Scottsdale, Arizona. This event is designed for credit union directors, board chairs, CEOs, and executive managers seeking proven methodologies to connect with members in a shifting financial landscape.
Glatt Consulting founder Tom Glatt will serve as the Master of Ceremonies for this year’s conference. In addition to guiding the event’s flow, Tom will lead two dedicated sessions focused on aligning boardroom vision with front-line execution and modern member expectations.
Session: Building a Sales-Focused Credit Union
While technology and data are essential tools, institutional success ultimately hinges on human architecture and operational alignment. This session provides a practical blueprint for building a high-performance culture by moving beyond the traditional debate between service and sales. We will explore how Objectives and Key Results (OKRs) bridge the gap between board strategy and frontline action. Furthermore, we will utilize the Risk Type Compass to demonstrate how to identify and cultivate the specific risk profiles required to drive proactive growth while maintaining institutional integrity.
Session: Architecting Next-Gen Relevance: Redesigning the Value Proposition
Sustaining long-term growth requires credit unions to adapt their core business models to the expectations of the next generation. This session applies the Business Model Canvas and Value Proposition Canvas to help leadership teams evaluate and stress-test their member offerings. We will analyze modern value propositions to locate where legacy products create operational friction, identifying the specific service models that attract younger demographics. Attendees will gain a structural framework to align board-level strategy with the practical needs of these future members.
Navigating the Modern Financial Landscape
To remain competitive, credit unions must break through today’s information overload and communicate with potential members in highly targeted ways. The conference offers a dedicated environment to network and share solutions with industry peers. Throughout the week, speakers will address pressing operational challenges, including:
- Breaking through information overload to effectively communicate with members.
- Identifying strategies to support Millennials and Gen Z through specific financial life stages.
- Exploring structural requirements to create a sustainable future alongside younger demographics.
- Deploying proven methods to engage members in a rapidly shifting market.
For leaders ready to elevate their credit union’s member engagement strategy, this conference delivers a high educational return on investment.
- Event: Reaching Your Members in the 21st Century Conference
- Dates: November 12–15, 2026
- Location: Kimpton Miralina Resort & Villas, Scottsdale, Arizona
- More Information & Registration: https://www.cuconferences.com/reaching-members