The Credit Union Digital Growth Summit
Discover the VisionThe Presidio is your home base — 1,500 acres of national park where you sleep, meet, run, and think. Each evening you leave campus and go deeper into San Francisco: North Beach on Wednesday, the Mission on Thursday. Click any pin. See what's waiting.
"The impediment to action advances action. What stands in the way becomes the way."
— Marcus Aurelius, Meditations
CATALYST is a two-day, invitation-only gathering of the most forward-thinking minds in credit union leadership and digital experience. Held at the historic Presidio — a national park at the foot of the Golden Gate Bridge — it is crafted for leaders who believe the future of the credit union movement is digital, and that exceptional member experience is the ultimate growth strategy.
This is not a trade show. No exhibit hall, no vendor floor, no sponsored lanyards. CATALYST is 40 to 80 invited leaders in a program designed to produce the connections and insight that actually change what you do on Monday morning. Big enough to attract serious speakers and real credit union leadership. Small enough to feel like it means something to be in the room.
"The most valuable thing at a summit is not what happens on stage. It's the conversation you have with a peer you'd never otherwise meet."
Every element — seating assignments, session sequencing, dinner pairings, morning options — is designed to create those moments deliberately and at scale. The connections that define the next chapter of your institution do not happen by accident at CATALYST. They are engineered.
There is also a quieter thread running through the program. The Stoics believed that the examined life was prerequisite to the effective one. CATALYST holds that the examined organization — led by people who make time to think, not just to execute — is the one worth building. The mornings here are long on purpose.
The Presidio is 1,500 acres of forest, bay views, and historic architecture at the foot of the Golden Gate Bridge — and for two days in October, it belongs to you. You sleep here, you meet here, you walk here in the mornings. There is no convention center, no airport hotel, no commute. Everything is on a single campus, and that campus happens to be one of the most beautiful places in America.
High ceilings, direct Golden Gate views, an outdoor terrace, and the kind of light that makes ideas feel worth having. Keynotes and panels run in the main hall; the afternoon opt-in tracks break into dedicated rooms. The full program happens here — a five-minute walk from both hotels.
Elevated Mediterranean on the edge of the Presidio, with a terrace patio overlooking Tunnel Tops park. Flatbreads, mezze, octopus, and a serious wine list. Hosted lunches and on-property gatherings at CATALYST happen here — the Presidio provides the backdrop; Dalida provides the meal.
A converted 1897 Army barracks with 42 rooms, Bay and Golden Gate views from the upper floors, and the unhurried social atmosphere of a place that was built for people to live in, not just pass through. Evening wine and cheese, all-day coffee, complimentary bikes. The kind of hotel where the conversation from dinner continues in the lobby.
Converted 1903 officers' quarters — quieter and more residential than the Lodge, with rocking chair porches that look out over the parade ground and an evening fire pit that pulls people in from the dark. Two minutes from the Lodge on foot, which turns out to be exactly the right distance at the end of a long day.
Before dinner, before introductions, before the program begins — there is this. Tunnel Tops is 14 acres of national park built atop the Presidio Parkway tunnels, designed by the firm behind NYC's High Line, with the most unobstructed views of the Golden Gate in the city. The Western Lawn and Campfire Circle is five minutes from both hotels. As you arrive on Tuesday evening, this is the first thing you see. It tells you immediately: this is not a hotel ballroom event.
"You have power over your mind, not outside events. Realize this, and you will find strength."
— Marcus Aurelius, Meditations
Sessions start at 9:30 AM — deliberately. The Stoics believed that how you begin the day is how you live it. The Presidio is one of the most extraordinary outdoor environments in America, and it begins directly outside your hotel door. The mornings belong to you.
A private session for CATALYST attendees on the Main Parade Lawn with the Golden Gate at first light. Arranged in partnership with Baptiste Power Yoga at 38 Mesa St inside the Presidio — a heated Vinyasa community with deep Presidio roots, rated among the city's best. Mats provided. Show up as you are.
Optional · Meet at Lodge front steps · Mats provided
A guided yoga hike through the Presidio's forest and bluff trails — 90 minutes of movement, pausing at overlooks for yoga and breath work. Old-growth cypress and eucalyptus, Bay views that open without warning. Running shoes, no mat. This is the session people will still be talking about in December.
Optional · Max 12 · Reserve at check-in the evening before
Five minutes north puts you on the Crissy Field promenade — a wide, flat bayfront path from the restored tidal marsh all the way to Fort Point at the base of the Golden Gate. The full out-and-back is approximately 5 miles. The bridge is visible the entire way. Route card at the front desk.
Self-guided · Route maps at concierge
The pedestrian entrance is a 15-minute walk from the Lodge. The bridge opens at 5 AM. Walking to the midspan — 1.7 miles return — on a Tuesday morning in October, with the Marin Headlands unfolding north and the city behind you, is one of the best things a person can do. Bring a layer.
Self-guided · 15-min walk from Lodge · Free
14 acres of national park built atop Highway 101 tunnels, designed by the firm behind NYC's High Line. Campfire circles, walking paths, Golden Gate views, and food trucks. A morning coffee walk that defies description. Free, open daily.
Forest, coastal bluffs, and meadow — trailheads steps from the front door. The Tennessee Hollow Watershed trail, the Ecology Trail, and Batteries to Bluffs are favorites. A graded trail map is at the Lodge concierge.
The restored wetland marsh at Crissy Field at dawn — herons, pelicans, the bridge emerging from fog. Some mornings the wisest thing a leader can do is sit with the water and think. The insight is your own.
Every decision about format, schedule, seating, and programming flows from four commitments. They are not policies. They are a philosophy made visible in practice.
No one sits next to someone they already know. Dinner assignments, Connection Circle groups, and lunch seating are all curated to put you across from the person whose perspective is most different from — and most useful to — yours.
Every speaker earned their slot by having done something real. Technology partners present as CEOs — not sales teams — and speak to their vision for the industry. No demos. No booths. No exception.
The Stoics practiced the daily examen — deliberate review of what occurred and what it meant. Connection Circles are that practice made social. The best insight doesn't arrive during the keynote. It arrives in the ten minutes after it.
Breakout tracks are opt-in. The program respects that a CDO and a CEO need different conversations — and that you know which one you need better than any event organizer does.
Between every major session, the room doesn't just break for coffee. It breaks into purpose. Small, curated groups of 6–8 convene for a 20-minute facilitated exchange on the session's central question. Groups rotate across the two days — by end of Day Two, every attendee will have had a real conversation with roughly 40% of the room.
A keynote concludes with a single sharp question posed to the room — the prompt for the circle that follows.
Pre-assigned groups of 6–8 find their table — cross-functional, cross-institutional, never the same group twice.
20 minutes of structured exchange — one insight, one challenge, one commitment per person. Then the room reconvenes.
Circle assignments change with every break — curated so you never repeat a group and always sit with someone whose background complements your blind spots. By end of Day Two, you'll have had a substantive conversation with people you'd never have found on your own at a conventional conference.
Three communities of speakers are woven through the program — digital experience innovators from outside the industry, credit union executives who've navigated real transformation, and technology partners presenting in three curated 20-minute showcase sessions. Each community earns its presence by the quality of what they've actually done.
Leaders from fintech and consumer tech on the design decisions that separate genuinely exceptional digital products from everything else.
Practitioners deploying AI as a relationship engine in financial services — real deployments, real results, real constraints.
Credit union CDOs and CEOs who've cracked digital member acquisition — growing at rates that would embarrass the national banks.
Online Banking Platforms, Online Account Origination, and CDP/CRM — each company gets 20 minutes. Grouped by category so the room can compare, ask smart questions, and leave with a clear view of the landscape.
What the next generation of members expects — and what credit unions offer that no neobank ever can.
Leaders who've navigated both the technical and organizational sides of transformation — and are honest about what it actually took.
"Begin at once to live, and count each separate day as a separate life."
— Seneca, Letters to Lucilius
If you are a technology company, the only way to be part of CATALYST is to stand in front of a room of credit union executives and show them — clearly, honestly, and without a sales deck — what your product does and why it matters to their institution. Three curated showcases. Twenty minutes per company. One room, full attention.
Online Banking Platforms · Online Account Origination · CDP & CRM. Each showcase groups companies by function so the room can compare, contrast, and ask intelligent questions.
15 minutes to show what you do and why it matters to credit union digital transformation. 5 minutes of live Q&A with the room. No slides required — demos welcome.
CEO, CTO, head of product — whoever can speak most honestly about what you've built and where it's going. The room will remember substance over title.
Five platforms. One question repeated five times: what does genuinely great digital banking look like — and what does yours do that the others don't? 100 minutes total. The room will leave with a clear view of the landscape.
The front door to membership. Where digital friction either loses a member or earns them for life. Four companies showing how they solve the opening moment — from first click to funded account.
Knowing your member is not enough. Acting on that knowledge — at the right moment, through the right channel, with the right message — is where most institutions fall short. Four platforms on how they close that gap.
Show what you do. Live demo encouraged. Keep it honest — this room knows the category.
Two questions from the moderator, one from the floor. Five minutes that separate the prepared from the polished.
Slots are available across three showcase sessions. Organizations are selected for their relevance to the credit union digital growth agenda — not by the size of the check. Every company in the room is there because attendees need to understand what they do.
Sessions start at 9:30 AM — mornings are yours. Program runs at the Golden Gate Club, five minutes from both hotels. ● Circles ● Tech Showcase ● Opt-In ● Dinner ● Wellness
Three simultaneous breakout rooms. Select the track most relevant to your role — or change your mind at the event itself.
Member acquisition, digital onboarding, and the growth levers working right now. Candid benchmarks, peer case studies, and strategies that actually moved the needle.
App design, digital lending, personalization at scale, and the product decisions that drive engagement and long-term loyalty.
Core modernization, fintech integration, data platforms, and AI infrastructure. The decisions that enable everything else on the roadmap.
"The best decisions at CATALYST happen after the keynotes end — when the group is around a table, the wine is open, and you're talking with someone you would never have found on your own. That doesn't happen by accident. It happens by design."
Every dinner seat is assigned. You will never be seated next to a colleague or someone from your own organization. A cross-referencing matrix of role, institution size, geography, and expressed interests governs every assignment.
Private vehicles depart from the hotels each evening. The ride to dinner is part of the evening — table conversations often begin in the car.
From the Presidio campus to North Beach to the Mission — three distinctly San Francisco rooms that show the city and give each evening its own character and energy.
The arrival dinner stays inside the Presidio — which is exactly right. Piccino is an Italian kitchen with a wood-burning oven, fresh pastas, and a wine list that rewards exploring. It sits inside the park itself, meaning no vehicles, no transit, and no friction on an evening when people are still arriving from across the country. The walk from both hotels is five minutes. The conversation starts the moment you leave the door.
San Francisco's essential institution — red leather booths, dark wood, an open kitchen that has been feeding the city since 1937. Original Joe's in North Beach is the kind of place where the room is already in full voice when you arrive and the energy lifts the table immediately. Prime rib, seafood, housemade pasta, and an Italian-American menu done with the confidence of a restaurant that doesn't need to prove anything. The right room after a full day of ideas.
Classic films projected on the outdoor courtyard wall as dinner is served — California-Mediterranean food, an open sky, and a room that is alive in exactly the way a closing night should be. Foreign Cinema has been one of the most loved spaces in San Francisco for over two decades. The gallery seats comfortably for a group of 40 to 80, and the full courtyard opens it further. This is the room where the bonds made over two days get cemented over a last glass of wine under the projector light.
"What we do now echoes in eternity."
— Marcus Aurelius, Meditations
The examined organization
is worth building.
CATALYST 2026 is invitation-only and intentionally small. If you are a credit union leader focused on digital growth, a technology innovator with something real to contribute, or a technology partner CEO interested in presenting — we’d like to hear from you.
The Partner Package includes one 20-minute Technology Showcase presentation slot. Your session will be featured in one of three showcase tracks: Online Banking Platforms, Account Origination, or CDP & Member Engagement.