Symposium | Agenda

2:30 PM | Client Advisory Meeting

Join us for an interactive, closed-door roundtable discussion focused on the real-world operational and strategic challenges facing credit unions today. Facilitated by Finopotamus publisher John San Filippo, this peer-driven session bypasses sales pitches to dive into the topics that matter most: navigating project fatigue, bridging the gap between data collection and true comprehension, and modernizing the member experience. To foster complete candor and open collaboration, this session is exclusively for credit union peers—no Movemint staff will be in the room. Come ready to share your perspective, compare notes, and take away practical insights from fellow leaders across marketing, operations, and executive leadership.

5:30 PM | Welcome Reception

Dinner and drinks at Lakeway Resort & Spa

8:30 AM | Breakfast

Fuel up before the programming starts.

9:00 AM | Growth in Focus: Recent Progress, Strategic Priorities Ahead | Aaron Yaghoubi, Director of Product Management, Movemint

Financial institutions are under more pressure than ever to turn everyday member interactions into measurable growth. In this session, we'll first look back at what we've delivered: the features, integrations, and results that are already driving loans funded, deposits opened, and revenue captured across our client base. From there, we'll shift forward. You'll get a first look at where Movemint is headed next. Expect a grounded look at what's coming, why it matters, and how it positions your institution for what's next.

10:15 AM | Beyond the First Loan: How AI Turns Indirect Members into Full Relationships

Every indirect loan is a missed relationship waiting to happen. In this panel, hear from Movemint client GHS alongside partners Aviary AI and Vertice AI on an early-stage pilot connecting conversational outreach with real-time propensity scoring and personalized offers.

11:15 AM | Capturing the Next Generation: A New Growth Engine for Gen Z | Marcell King, CEO, Nuuvia

Today's youngest savers are tomorrow's most valuable members—if you engage them first. This session explores how financial institutions can meet Gen Z early with a digital-first experience that builds trust from a child's first savings account and beyond. Learn how institutions are turning early engagement into lifelong loyalty, deepening relationships, and driving sustainable deposit growth, while keeping deposits, card revenue, data, and the member relationship in-house.

12:00 PM | Lunch

Grab a bite and network with your peers. Lunch provided. Sponsored by Payfinia.

1:00 PM | Scaling AI-Powered Personalization for Growth | Mitch Rutledge, Co-Founder & CEO, Vertice AI

In this session, you will hear examples of how credit unions are leveraging 1st and 3rd party data to more effectively and efficiently scale personalized member engagement campaigns and programs. Mitch Rutledge, CEO and Co-Founder of Vertice AI, will share real examples of scaling indirect lending conversion strategies, new member acquisition and creating more relevant, personalized messaging leveraging the power of AI.

2:00 PM | The First Technology That Knows Why: AI, Agents, and What Actually Changes for Financial Institutions | John Best, CEO, Best Innovation Group

Every prior technology tracked what consumers did. AI is the first that can explain why—and that shift changes customer service, fraud triage, lending, offers, and back-office work alike. John Best cuts through GenAI vs. agentic AI hype, covers the five AI use cases that actually matter for FIs, and lays out a practical governance model so the agent never has more power than the person who turned it on.

5:00 PM | Closing Celebration @ 5 Soul Wine Co.

Join us for dinner, drinks, and celebration at 5 Soul Wine Co. Transportation to and from the hotel provided.

Two Days of Insight, Connection, and Strategy

October 7–8, 2026 | Lakeway Resort and Spa

Wednesday, October 7