Speaking Event · · 2 min read

Event Announcement: CU Director's Strategy & Performance Conference

Join Glatt Consulting in San Antonio, April 20-23, 2026. Tom Glatt will lead sessions on Strategic Partnerships, Ethical Leadership, and a deep dive into the CU HealthScore.

Event Announcement: CU Director's Strategy & Performance Conference

We are pleased to announce that Glatt Consulting will be a featured presenter at the 2026 Credit Union Director's Strategy & Credit Union Performance Conference.

This event, hosted by CU Conferences, brings together board members and executives to explore the critical governance and strategic issues shaping our industry. Tom Glatt will be leading three in-depth sessions designed to help leadership teams navigate the current "data fog" and build more resilient, future-ready institutions.

Event Details


1. Strategic Partnerships and Collaboration

In today's interconnected world, growth is rarely a solo endeavor. Strategic partnerships are essential for expanding reach, accessing new technologies, and offering a wider range of products.

This session will examine the spectrum of modern collaboration, from CUSOs and fintech integrations to community partnerships and shared branching. We will discuss how to identify the right partners, structure successful agreements, and manage the associated risks to drive sustainable growth.

2. Ethical Leadership and Culture

A strong ethical culture is not just a compliance requirement; it is the foundation of good governance. This session explores the board's critical role in fostering an environment of integrity.

We will discuss the importance of setting clear ethical standards, promoting transparency, and creating a culture of open communication. Attendees will learn how to integrate ethical considerations into decision-making processes at every level of the organization, ensuring that "doing the right thing" is central to the credit union's strategy.

3. Credit Union Health and Performance

In a volatile economic landscape, boards are often forced to navigate a "data fog" of conflicting metrics that obscure the true performance story. This session cuts through the noise.

Tom will provide a deep dive into the CU HealthScore, our proprietary, statistically validated model for understanding holistic credit union health. We will go beyond the standard ratios to explore the underlying trends shaping industry resilience.

Attendee Bonus: All conference attendees will receive complimentary access to the CU HealthScore platform, allowing them to benchmark their own credit union's performance against industry peers during and after the conference.


We look forward to seeing you in San Antonio for meaningful discussions on strategy, governance, and the future of our industry.

If you are attending, please reach out so we can connect in person!

Read next