2023 CU Strategy Forum

May 10th – 12th | 2023

Learn, Network, and Explore the Modern Credit Union.

The Crowne Plaza Hotel, Ventura Beach


Or join us as a Partner in 2023. Space is limited.

Event Schedule

(Subject to Change)

Wednesday, May 10th
1:00 – 1:40 pm – Harbor RoomCheck-in
1:45 – 1:55 pm – Harbor RoomWelcome – Rick Weber
2:00 – 2:45 pm – Harbor RoomSession 1a: Modern Capital
“The Community Impact Fund”
2:00 – 2:45 pm – Bayview RoomSession 1b: (Capstone Consulting)
“How Credit Unions Can Use Technology and Partnerships to Grow”
3:00 – 3:45 pm – Harbor RoomSession 2a: Karan Bhalla (Trellance)
3:00 – 3:45 pm – Bayview RoomSession 2b: Shauna Brazil & Audry Willis (Colorado Credit Union)
4:00 – 5:15 pm – Harbor RoomKeynote: Mike Rayburn
“What If?”
5:00 – 6:30 pm – Hotel PatioWelcome Reception
6:30 – 8:00 pm – Dinner
Thursday, May 11th
8:00 – 8:45 am – HarborBreakfast – Emerging Leaders Awards
8:00 – 8:45 am – BayviewBreakfast – Board & SC
9:00 – 9:45 am – HarborEconomic Forum: Blake Hastings (SWBC)
10:00 – 10:45 am – HarborSession 3a: Rob Averwater (5/3 Bank)
10:00 – 10:45 am – BayviewSession 3b: Samuel Duong (TQC)
“Attracting Talent in Today’s Talent Market”
11:00 – 11:45 am – HarborSession 4a: Paul Bresenden (454 Creative)
11:00 – 11:45 am – BayviewSession 4b: Catalyst
12:00 – 1:15 pm – HarborLunch
1:30 – 2:15 pm – HarborSession 5a: Mark Alguard (Momentum)
1:30 – 2:15 pm – BayviewSession 5b: Westcom Resource Group (WRG)
2:30 – 3:15 pm – HarborSession 6a: Jason Weber (Alloya QCash)
2:30 – 3:15 pm – BayviewSession 6b: CO-OP
3:30 – 4:15 pm – HarborKeynote: Dave DiFazio (StrategyCorps)
4:30 – 5:30 pmHappy Hour
5:45 – 6:15 pm Buses to Topa Topa – “Celebrate Ventura”
6:00 – 10:00 pmTopa Topa Brewing Company – “Celebrate Ventura”
Friday, May 12th
8:00 – 8:45 amBreakfast
8:15 – 10:30 amCamarillo Branch Tour – Momentum
9:00 – 9:45 amSession 7: Dr. Randy Thompson (TCT Risk)
10:00 – 10:45 amSession 8: Dr. Randy Thompson (TCT Risk)
10:45 – 11:00 amClosing


Join us as a Partner in 2023. Space is limited.

2023 Keynote Speakers

Mike Rayburn

Every major invention, accomplishment and victory in human history began with the simple, almost childlike curiosity of a “What If…?” question – “What if we could? I know we can’t, but what if we could?” International keynote artist, Mike Rayburn, will share three simple, powerful tools which took him from playing empty bars, to headlining Carnegie Hall (eight times!). They work for anyone. And everyone. Always.


Blake Hastings

Blake Hastings serves as Senior Vice President of Corporate Strategy and
Chief Economist for SWBC.

Prior to joining SWBC, Blake worked for the Federal Reserve Bank of
Dallas for over 14 years. He served as the Senior Vice President and
was instrumental in modernizing and enhancing the bank’s succession
planning efforts, talent-acquisition approaches, leadership and
organizational development programs, and much more.


Dave DiFazio

Armed with a passion for banking strategy, StrategyCorps partner Dave DeFazio has found great success and satisfaction in exploring the intersection of data, marketing, and technology.

Dave’s extensive financial services experience and continuous research in the field help him ensure that each product and service meets the needs of today’s financial institutions. At StrategyCorps, he leads and manages the company’s direct sales efforts while working directly with financial institutions to design, build, and implement a variety of checking solutions.

He downloads banking apps for fun. On the weekend. And talks about them at dinner with his family. Across the industry, Dave is a highly sought-after speaker who has shared thought leadership on innovations in financial technology, retail banking, mobile banking, customer engagement, product and customer profitability, product design, bank marketing, and changing consumer behaviors in an increasingly mobile-centric world.


Karan Bhalla

Chief Growth Officer at Trellance

Financial Analysis & Strategy, Data Analytics & Product Strategy, Credit Risk Management, Finance Transformation, Financial Re-engineering, Information Systems & Reporting

Thank you to our 2022 Partners:

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