It's All in the Details

Historic Savannah, visionary leadership.

The Details

August 9-11, 2026
JW Marriott Savannah
500 W. River St., Savannah, GA 31401

 

Join us in historic Savannah for this engaging two-day summit, where credit union financial leadership will collaborate, excel and evolve in their roles. From balance sheets to boardrooms—drive growth, manage risk, and shape member value. An untraditional training event, learn from industry pros, while also enjoying an interactive element in each session. Gain insight across various topics, such as:

  • Leveraging artificial intelligence (AI) tools safely

  • Budgeting, branch accounting and profitability

  • Accounting update

  • Derivatives and when it's a good time to hedge

  • How stablecoins are reshaping payments and the deposit base for financial institutions

  • And much more

Conference Attire: Business casual.

FEE INFORMATION

 

EARLY-BIRD REGISTRATION

$1,800

REGISTRATION AFTER MAY 9, 2026

$2,200

OPTIONAL EVENT

Grave Tales Ghost Tour     $35

Note: The tour will take place Sunday evening at 8 p.m. and is a 90-minute tour.

Gain Insights and CPE Credit


No advanced preparation or prerequisites are required for CPE credits. Earn up to 12.6 CPE credits for the event.

Who Should Attend

  • CFOs

  • Controllers

  • Treasurers

  • EVPs of Finance

  • VP of Accounting

  • VP of Finance

  • Accounting managers

Additional Information

Program Level: Basic
Delivery Method: Group-Live
Fields of Study: Specialized Knowledge, Accounting

Learning Objectives

  • Explore how to leverage AI tools within your credit union and also how to remain compliant with applicable regulations.

  • Understand all things ALM, including budgeting, branch accounting, profitability and more.

  • Explore various technology platforms used in accounting.

  • Discover the latest accounting updates.

  • Gain insight into the M&A process, how to prepare for a transaction, and more.

  • Engage in open dialogue and workshop activities amongst peers to learn from each other's unique experiences within individual credit unions.

  • Explore how stablecoins are reshaping payments and the deposit base for financial institutions. 

Cancellation Policy and Tax Exemption

Cancellations must be in writing and received by July 1, 2026, and will be subject to a $50 processing fee. Cancellations received after the deadline will be non-refundable.

Federally chartered credit unions are exempt from tax if the credit union provides a letter for each individual stating they are traveling on behalf of the credit union. This letter must be presented upon arrival at check-in.

Disclaimer: If Doeren Mayhew cannot hold the 2026 Credit Union Financial Leadership Exchange event due to acts of war, government regulations, disaster, civil disorder or curtailment of transportation, by facilitating other emergencies, making it inadvisable, illegal, or impossible to provide the facilities or to hold the meeting, each prepaid attendee will receive a copy of all the handouts and materials that would have otherwise been distributed. Fixed conference costs will be paid for with funds received in the pre-registration process. Any remaining funds will be returned to the pre-registrants in connection with the conference. Doeren Mayhew is not responsible for any other costs incurred by those pre-registering in connection with the conference. Doeren Mayhew cannot be held liable in any way for losses due to travel issues. The views and opinions expressed by presenters are their own and do not necessarily represent those of Doeren Mayhew. Doeren Mayhew disclaims any responsibility for the use and application of information presented at this conference.