MACUMA 67th Annual Leadership Conference 2025

 

OVERVIEW

TOPICS | AGENDA

GOLF

HOTEL | RESERVATIONS

BOARDS & BOTTLES PAIRING

SAGO SPA

REGISTRATION

We're heading east to the scenic and picturesque Chesapeake Bay, as we convene for the 67th Annual Leadership Conference. 

This years' 67th Annual conference will feature a stellar line-up of speakers  and topics who will address the latest hot topics and offer insights as we all look ahead to continue navigating the dynamics of the financial and consumer marketplaces. 

FEATURED SPEAKERS

We're excited to announce these stellar featured speakers at this years' Leadership Conference:

Larry "The Duck" Dunn - is a legendary figure in the world of music and radio, known for his time as a key voice at WLIR in the 1980s and his current role as a SiriusXM host on the First Wave ch. 33. Along the way to finding CUs he made career stops at Newsday Media Group/ Cablevision, Variety and Disney/Capital Cities ABC. Today he serves as Senior Director of Member Experience at Island FCU in NY. 
 

Frank Santucci - is Managing Director of Research at Stifel. Mr. Santucci is an authority on asset liability management in the institutional fixed income market and brings over 30 years of credit union marketplace and economic expertise as he discusses what lies ahead for credit unions.

 

Kirk Kordeleski - is a seasoned financial executive with extensive experience in strategic advisory roles and leadership positions within the credit union and financial services sectors. Currently serving as an Advisor at Nook and a Partner at PARC Street Partners, Kirk has held various significant roles, including Strategic Advisor at Quinte Financial Technologies Inc. and Chief Executive Officer at Kordeleski Consulting, which Kirk founded to provide strategic advice to credit unions. 
 

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CONFERENCE AGENDA

MONDAY SEPTEMBER 15^th

11:00A- 4:00P          Golf Tournament - River Marsh Golf Club

6:00 – 8:00PM        Chesapeake Bay Welcome Reception | Business Partner Gallery Grand Opening

TUESDAY SEPTEMBER 16^th

9:00 – 9:15a          Opening Remarks | Don DiMatteo, Chairman, MACUMA
9:15 – 10:00a       “Credit Union System Update” | Frank Santucci, Stifel
10:00 – 10:30a     “Merging Culture” | Dr. Michael Summers, Velera 
10:30 – 10:45a     Networking Break
10:45 – 11:15a     Tony Hernandez/John McKechnie, DCUC – “Emerging Issues”
11:15 – 11:45a     “Optimize Your Leadership Legacy” | Liz Santos – Sheeter Group
11:45a – 12:45p    Networking Lunch
12:45 – 1:15p       “AI Unpacked: Practical First Steps to a Smarter Credit Union” 
                                | VIZO Financial
1:15 – 1:45p        “Governance Pathways to Growth”  
                                | Lynette Smith, Quantum Governance
1:45 – 2:00p        Networking Break
2:00 – 2:30p       “M&A: The Drivers of Consolidation and What Keeps Deals Flowing”                                 | Mike Macchiarola, Olden Lane
2:30 – 3:00p        “AI Can Help the Member Experience”
                               | Sandeep Sawhney, Radiant Digital
3:00 – 3:15p         Networking Break
3:15 – 3:45p        “Building a CUSO for a New Generation” | Jon Rhodes, FedFinancial
3:45 – 4:15p        “Investing in These Times” | Joey Vandergrift, Piper Sandler
4:15 – 4:45p        “Fraud Prevention” | AJ Eschle, CLA
6:00 – 7:00p         Optional event – Competitive Charcuterie                                                  

WEDNESDAY SEPTEMBER 17^th

8:30 – 9:30a         Networking Breakfast
9:30 – 10:00a      “Financial Literacy: It’s For Everyone” Larry Dunn, Island FCU
10:00 – 10:30a    ”What Credit Union Boards and Executives Need in Today’s 
                                 Retail Banking Leaders” | Kirk Kordeleski, Parc Street Strategies
10:30 – 11:00a    “Data Privacy” | Joe Dickson, Kaufman Canoles
11:00 – 11:30a      | Capstone Strategic
11:30 -11:45a       Closing remarks | Adjournmen

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GOLF

The MACUMA conference wouldn’t be complete without a golf outing. So dust off your clubs, head out to the driving range and get your swing in shape for a great afternoon of golf.

The shotgun start tees off at 12pm on Monday at the beautiful and picturesque River Marsh Golf Club. Nestled among virgin hardwood forest, open fields, and native sand pockets, this course celebrates the Eastern Shore's beauty. Prepare for an epic challenge at the 18th green, bordered from tee to hole by the Choptank River.

HOTEL |  RESERVATIONS

Come experience the pampering luxury and picturesque landscape of the Hyatt Regency Chesapeake Bay Golf Resort, Spa & Marina. Located on the beautiful Choptank River, the Hyatt Chesapeake is a premier AAA Four Diamond resort that encompasses more than 342 acres. 

The resort features an 18-hole championship golf course, and the acclaimed Sago Spa & Salon provides a complete range of signature Eastern Shore spa treatments.

RESERVATIONS

MACUMA has arranged an incredible Conference Room Rate of $219/night for all conference attendees. This conference rate waives the daily $45 resort fee normally assessed to guests. We highly recommend reserving your room early to ensure a room in MACUMA’s room block. Use the following link for the exclusive MACUMA block:

RESERVATIONS - Room Block Deadline August 19th!

CLICK HERE TO RESERVE YOUR ROOM
 

- Optional Event

We have a fun relaxing early evening event for those who'd like to take their appetizers game to the next level!  Teams will compete to design and assemble the most stunning—and delicious—charcuterie boards, all while enjoying a curated selection of fine wines. Each team will present their board, which will be judged on creativity, presentation, and taste.

THE SAGO SPA - 10% Discount for All MACUMA Registered Attendees!

The vitality and rich ecosystems of the Eastern Shore region are the inspiration behind Sago Spa & Salon. The spa’s namesake, sago, is a strong underwater grass in the Chesapeake Bay that provides life, vitality, and nourishment to the surrounding waters and its inhabitants. Our treatments are rooted in natural, sea-based products, and they are known for their revitalizing and rejuvenating effects. Sago Spa also features a steam and sauna, a full retail area, and an expanded modern salon complete with hair, make-up, and nail stations.

Be sure to mention the MACUMA 10% discount when booking spa treatments. 
Click Here for complete Sago Spa treatments and reservations.

REGISTRATION
For this year's conference, bring more save more!  Save up to $1,000 when you register 5 or more attendees.

# Attendees	MACUMA Member	Non-Member
Single Attendee	$999	$1099
2 - 5 Attendees	$899	$  999
5+ Attendees	$799	$  899

Click on the Register Now link below to join us on the Chesapeake Bay!