Invitation-Only · The Presidio, San Francisco

CATALYST2026

The Credit Union Digital Growth Summit

October 28–29, 2026 | Arrivals October 27 | The Presidio, San Francisco
Discover the Vision
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Three neighborhoods.
One city telling one story.

The 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.

Hotels
Conference & Dining
Evening Dinners
Outdoors & Trails
Hotel
Lodge at the Presidio
105 Montgomery St · 42 rooms
Hotel
Inn at the Presidio
42 Moraga Ave · 22 rooms
Conference
Golden Gate Club
135 Fisher Loop · Main program
On-Campus Dining
Dalida
101 Montgomery St · All lunches
Dinner I · Tue Oct 27
Piccino
Inside the Presidio · Italian
Dinner II · Wed Oct 28
Original Joe's
601 Union St · North Beach
Dinner III · Thu Oct 29
Foreign Cinema
2534 Mission St · The Mission
Arrival Reception
Tunnel Tops
14 acres · Golden Gate views
Walk / Run
Golden Gate Bridge
15-min walk from Lodge
Trails
Presidio Forest Trails
24 miles · Batteries to Bluffs

"The impediment to action advances action. What stands in the way becomes the way."

— Marcus Aurelius, Meditations


Where digital innovation meets financial leadership

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.

40–80
Invited Leaders
2
Immersive Days
3
Curated Dinners
3
Technology Showcases
"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.


A national park.
A city within a city.

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.

Golden Gate Club at The Presidio
Where We Meet
The Golden Gate Club · Inside the Presidio
The Golden Gate Club

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.

Main hall for keynotes and panels with full Golden Gate views
Dedicated breakout rooms for the afternoon opt-in tracks
Outdoor terrace for evening receptions · Tunnel Tops is five minutes away on foot
Dalida restaurant
Where You'll Dine on Campus
Dalida · Steps from the Lodge
Dalida

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.

Hosted lunches and on-campus gatherings throughout the summit
Mediterranean kitchen · full wine program
Terrace with views over Tunnel Tops park
Lodge at the Presidio
Where You'll Stay
Lodge at the Presidio · 105 Montgomery St
Lodge at the Presidio

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.

Bay and Golden Gate views from upper floors
Evening wine & cheese · all-day coffee and tea · complimentary bikes to the bridge
5-min walk to the conference venue and Tunnel Tops · steps to Crissy Field
Inn at the Presidio
Also on Campus
Inn at the Presidio · 42 Moraga Ave
Inn at the Presidio

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.

22 rooms in a converted 1903 officers' quarters
Evening cocktail hour · fire pit · rocking chair porches on the parade ground
2-min walk to the Lodge · 4-min to the conference venue
Tunnel Tops with Golden Gate Bridge
Your First Evening — Tuesday, October 27 · Tunnel Tops Western Lawn & Campfire Circle

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


Begin each day grounded

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.

Sunrise yoga at the Presidio
Sunrise Yoga — Parade Lawn
6:30 AM · Daily · Optional · All Levels

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

Yoga hike through Presidio
Yoga Hike Through the Presidio
7:00 AM · Wed & Thu · Guided · ~90 Min · Max 12

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

Crissy Field run
Run Crissy Field
6:00–8:30 AM · Self-Guided · Any Morning

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

Golden Gate Bridge walk
Walk the Golden Gate Bridge
Any Morning · ~45 Min to Midspan & Back · Opens 5 AM

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

5 Min Walk from Lodge
Tunnel Tops

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.

Trailheads at Both Hotels
24 Miles of Trails

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.

10 Min Walk
Morning Stillness

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.


Four principles that define everything

Every decision about format, schedule, seating, and programming flows from four commitments. They are not policies. They are a philosophy made visible in practice.

Intentional Collision

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.

Substance Over Spectacle

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.

Space to Process

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.

You Choose Your Path

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.


Connection Circles

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.

Session Ends

A keynote concludes with a single sharp question posed to the room — the prompt for the circle that follows.

Groups Convene

Pre-assigned groups of 6–8 find their table — cross-functional, cross-institutional, never the same group twice.

Ideas Surface

20 minutes of structured exchange — one insight, one challenge, one commitment per person. Then the room reconvenes.

Groups Rotate Every Session

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.


Innovators, operators,
and the CEOs building the rails

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.

01
Digital Experience Design

Leaders from fintech and consumer tech on the design decisions that separate genuinely exceptional digital products from everything else.

02
AI & Personalization

Practitioners deploying AI as a relationship engine in financial services — real deployments, real results, real constraints.

03
Digital-First Growth

Credit union CDOs and CEOs who've cracked digital member acquisition — growing at rates that would embarrass the national banks.

04
Three Technology Showcases

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.

05
The Future Member

What the next generation of members expects — and what credit unions offer that no neobank ever can.

06
Leadership & Transformation

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


No booths. No exhibit hall.
Three showcases. Twenty minutes each.

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.

No exhibit hall. No booths. No product demos. Technology partners participate as speakers and thought leaders — or not at all. This is what protects the integrity of the room and the value of every conversation in it.
Three Themed Showcases

Online Banking Platforms · Online Account Origination · CDP & CRM. Each showcase groups companies by function so the room can compare, contrast, and ask intelligent questions.

Twenty Minutes Per Company

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.

Send Your Best Person

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.

The Three Showcase Sessions
20 minutes per company · 15-min presentation + 5-min Q&A · grouped by technology category
Showcase I · Day 1 Afternoon
Online Banking Platforms
Q2  ·  Alkami  ·  Lumin Digital  ·  TyFone  ·  Candescent

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.

Showcase II · Day 2 Morning
Online Account Origination
With Clutch  ·  Blend  ·  MeridianLink  ·  Sync1

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.

Showcase III · Day 2 Afternoon
CDP, CRM & Member Engagement
Prisma Campaigns  ·  HubSpot  ·  Kentico  ·  Finalytics.ai

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.

0–15 min
Presentation

Show what you do. Live demo encouraged. Keep it honest — this room knows the category.

15–20 min
Q&A with the Room

Two questions from the moderator, one from the floor. Five minutes that separate the prepared from the polished.

What Partnership Includes
A showcase slot — not a booth or a banner
  • 20-minute showcase slot in your category session — 15-min presentation + 5-min live Q&A with the room
  • Curated dinner placement across all three evenings — seated with aligned credit union leaders
  • Connection Circle participation — small-group exchanges with senior decision-makers
  • Pre-event introduction to five matched attendees based on strategic fit
  • Founding Partner recognition in all program materials
  • Post-event thought leadership opportunity in the CATALYST digest
  • Invitation to the Tuesday arrival reception at Tunnel Tops Western Lawn

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.


Two days of substance

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

6:30 AM
Optional Morning Wellness
Sunrise Yoga · Yoga Hike 7:00 AM · Crissy Field Run · Bridge Walk
All optional. All worth it. Meet at Lodge front steps for yoga and hike. Self-guided for run and bridge.
Wellness · Optional
8:30 AM
Arrival
Breakfast at the Golden Gate Club
Coffee, pastries, and your first look at who's in the room. Connection Circle group assignments posted at the entrance.
9:30 AM
Opening Keynote
The Digital Imperative: Why the Credit Union Moment Is Now
Setting the frame — where the industry is, what the opportunity is, and what it costs to miss it
10:20 AM
Keynote
What World-Class Digital Experience Actually Looks Like
A leader from consumer tech or fintech — the design decisions that set the best digital products apart from everything else
11:10 AM
Connection Circle · Round 1
Small Group Discussion — 20 Minutes
Prompt: "What's the one digital experience at your institution you're most proud of — and most embarrassed by?"
Connection Circle
11:30 AM
Panel
Digital Member Acquisition: What's Actually Working
Three credit union CDOs — candid, data-driven, and honest about what didn't
12:15 PM
Hosted Lunch · On Property
Dalida Terrace · Assigned Seating
New table assignments. Each table has a facilitator and a theme. Lunch is not downtime — it is the program.
Curated Seating
1:30 PM
Technology Showcase I — Online Banking Platforms
Q2 · Alkami · Lumin Digital · TyFone · Candescent
Five platforms, 20 minutes each — 15-min presentation + 5-min Q&A. Same question asked of all five: what does genuinely great digital banking look like, and what does yours do that others don't? 100 minutes. The room leaves with a clear map of the landscape.
Tech Showcase · 80 min
2:45 PM
Keynote
AI in Financial Services: From Chatbot to Relationship Engine
A practitioner at the frontier of applied AI in banking — what's actually working and the organizational culture it requires
3:35 PM
Connection Circle · Round 2
Small Group Discussion — 20 Minutes
Prompt: "What would your institution look like in five years if AI worked exactly as promised — and who on your team is scared of that answer?"
Connection Circle
3:55 PM
Opt-In Breakout Tracks
Three Simultaneous Rooms — Choose Your Session
Digital Growth Strategy / Product & Digital Experience / Technology & Architecture
Opt-In Track
5:15 PM
Optional
Evening Walk to Tunnel Tops — 5 Minutes from the Venue
No agenda. 14 acres of park above the tunnels. The Golden Gate in late afternoon light. Worth every minute.
6:30 PM
Evening Reception
Cocktails on the Venue Terrace
Dinner table assignments for the evening are shared here. Vehicles depart at 7:45 PM from both hotels.
8:00 PM
Dinner II — Day One Dinner · North Beach
Original Joe's — 601 Union St, North Beach
Red booths, open kitchen, dark wood, and a room already in full voice. An SF institution since 1937 — the right energy after a full day of ideas.
Curated DinnerAssigned Seating
6:30 AM
Optional Morning Wellness
Final morning. The Presidio is still there. The practice continues.
Sunrise yoga, yoga hike, Crissy Field run, or bridge walk. Meet at Lodge front steps.
Wellness · Optional
8:30 AM
Morning
Breakfast & Reflection Tables
Open seating with guided prompts at each table. What shifted for you yesterday? What do you most want to resolve today?
9:30 AM
Keynote
The Future Credit Union: Designing for 2030
A visionary CEO already operating three years ahead of the industry curve — willing to say exactly what got them there
10:20 AM
Technology Showcase II — Online Account Origination
With Clutch · Blend · MeridianLink · Sync1
The front door to membership. Four companies, 20 minutes each — showing how they solve the opening moment, from first click to funded account. 80 minutes. The room leaves knowing exactly where their current origination flow stacks up.
Tech Showcase · 80 min
11:35 AM
Connection Circle · Round 3
Small Group Discussion — 20 Minutes
Prompt: "After hearing ten technology CEOs, what's the one gap you now see most clearly — and who in this room is closest to bridging it?"
Connection Circle
11:55 AM
Panel
The Next Generation Member: What They Want and Why Credit Unions Can Win
Research, real data, and the credit unions already winning with younger members
12:45 PM
Luncheon Keynote · On Property
Data as a Relationship Asset: From Reporting to Revenue
Final assigned seating at Dalida. Keynote delivered mid-lunch to ground the conversation that follows.
Curated Seating
3:30 PM
Opt-In Workshop
Your 90-Day Digital Growth Playbook
Facilitated small-group working session. You leave with a concrete plan, not just inspiration.
Opt-In Track
4:30 PM
Closing Keynote
The Courage to Change: What Transformation Really Requires
A closing address that names what's hard, honors what's possible, and sends the room home ready to lead differently
5:30 PM
Closing Reception
Champagne on the Venue Terrace
Closing dinner table assignments shared here. Vehicles depart both hotels at 7:15 PM.
7:30 PM
Dinner III — Closing Gala · The Mission
Foreign Cinema — 2534 Mission St · Gallery + Courtyard
Films projected on the courtyard wall as dinner is served. California-Mediterranean food, an open sky, and exactly the energy a closing night deserves.
Closing GalaAssigned Seating

Choose the track that matters most to you

Three simultaneous breakout rooms. Select the track most relevant to your role — or change your mind at the event itself.

Digital Growth Strategy
For: CEOs · Presidents · CMOs · Growth Leaders

Member acquisition, digital onboarding, and the growth levers working right now. Candid benchmarks, peer case studies, and strategies that actually moved the needle.

Product & Digital Experience
For: CDOs · Digital Product Leaders · UX Leaders

App design, digital lending, personalization at scale, and the product decisions that drive engagement and long-term loyalty.

Technology & Architecture
For: CTOs · COOs · Engineering Leaders

Core modernization, fintech integration, data platforms, and AI infrastructure. The decisions that enable everything else on the roadmap.


Three dinners. Three neighborhoods.

"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."

Curated Seating Every Night

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 Transportation

Private vehicles depart from the hotels each evening. The ride to dinner is part of the evening — table conversations often begin in the car.

Three San Francisco Neighborhoods

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.

Piccino at The Presidio
I
Tuesday Evening, October 27 — Arrival Dinner · On Campus
Piccino — Inside the Presidio
Oct 27 · 7:30 PM
Arrival Dinner · On Campus

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.

Inside the Presidio · On-campus walking distance · Italian kitchen
Original Joe's North Beach
II
Wednesday Evening, October 28 — Day One Dinner · North Beach
Original Joe's — 601 Union St, North Beach
Oct 28 · 8:00 PM
Day One · North Beach

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.

North Beach institution · Private dining room available · Classic SF Italian-American
Foreign Cinema The Mission
III
Thursday Evening, October 29 — Closing Gala · The Mission
Foreign Cinema — 2534 Mission St, The Mission
Oct 29 · 7:30 PM
Closing Gala · The Mission

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.

Gallery + courtyard · Scales 40–80 comfortably · Film projection · The Mission

"What we do now echoes in eternity."

— Marcus Aurelius, Meditations


Three communities, one conversation

Community One
Credit Union Leaders Driving Digital Growth
  • CEOs and Presidents of growth-oriented credit unions ($500M–$10B+ assets)
  • Chief Digital Officers and CTOs leading active transformation programs
  • Chief Marketing and Growth Officers focused on digital member acquisition
  • Chief Operations Officers reimagining digital delivery at scale
  • Board members and investors aligned on the digital growth thesis
Communities Two & Three
Digital Innovators & Technology Partner CEOs
  • Chief Experience Officers and VP Product from leading fintechs and digital banks
  • AI practitioners deploying intelligent personalization in financial services
  • Founders building the next generation of financial experience technology
  • CEOs of leading credit union technology partner organizations — speaking role
  • Digital design leaders who've reshaped how millions interact with their money

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.