Invitation-Only · The Presidio, San Francisco

CATALYST2026

The West Coast Credit Union Innovation & Investment Summit

October 28–29, 2026 | Arrivals October 27 | The Presidio, San Francisco

Two days. The credit union movement's investors, operators and founders in one room. Twelve companies pitch to funds that actually invest. Leave with deals, pilots and partners, not a notebook.

Convened by Mission Fed Services · One Washington Financial
Express Interest
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Where credit union capital
meets the problems worth solving.

Reseda built the model in Detroit: a credit union investment group that puts credit union executives and the fintechs it backs in one room for two days. CATALYST brings that model to the West Coast, convened by the two West Coast CUSOs that invest on behalf of their credit unions and their members: Mission Fed Services and One Washington Financial.

This is not a vendor conference. Founders are invited, not sold booths. Credit unions come to see what the funds have already backed and to put their own unsolved problems in front of the people who can build the answers. Investors come to compare notes, syndicate and find the next portfolio company.

2
West Coast CUSOs
40–80
Invited Leaders
12
Founders Pitching
2
Working Days
Capital in the Room

Every fund in the room invests in early-stage companies serving credit unions. Every founder in the room has been vetted by at least one of them. That single filter changes every conversation that follows.

The Product is the Pipeline

By Thursday evening the CUSOs share a read on twelve companies, the credit unions hold a shortlist of pilots, and the founders have investor feedback and a next meeting on the calendar. What gets built here is deal flow.

"Credit unions have the capital, the members and the problems. Founders have the speed. What has been missing on the West Coast is the room where the three meet on purpose."

CATALYST creates that room deliberately. The Presidio is not an accident: take investors, operators and founders out of their offices, place them inside one of the most beautiful settings in the country, and give them two uninterrupted days together. What gets started here gets funded, piloted and built.

The investors in the room are not panelists. They run funds with portfolios, boards and returns to answer for. The founders are not exhibitors. They are guests who earned the invitation. The credit union executives are not an audience. They bring the problems that set the agenda.

Why This, Why Now

A growing number of credit unions now run their own investment organizations, deploying capital into the fintechs their members will use next. They meet at each other's events, one at a time. CATALYST is the West Coast summit built for them to meet together, around a stage that belongs to founders.

CATALYST is convened by Mission Fed Services, the service organization of Mission Federal Credit Union in San Diego, and One Washington Financial, the fintech investment CUSO of WSECU in Olympia. Both invest in early-stage companies serving credit unions, and both attend the Reseda Summit in Detroit every year. CATALYST is the West Coast room they decided to build themselves.

It is the summit the conveners wished existed on their side of the country: built by credit union investors, for investors, operators and founders, with every element of the format reflecting that.

Convened By
MISSION FED SERVICES MISSION FEDERAL CREDIT UNION ONE WASHINGTON FINANCIAL WSECU
Portfolio Companies Invited to Showcase · Illustrative Lineup

Drawn from the conveners' current portfolios · Final showcase lineup set by the convening funds


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


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. The main stage runs in the main hall: the opening session, the portfolio showcase and both flights of the pitch. The afternoon opt-in tracks break into dedicated rooms. The full program happens here, a five-minute walk from both hotels.

Main hall for the main stage sessions and the pitch, 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, the Thursday Deal Room and on-property gatherings at CATALYST happen here. The Presidio provides the backdrop; Dalida provides the meal.

Hosted lunches, the Deal Room 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.

The reception has a structure. Each attendee arrives to a single prompt: "What's the one problem at your credit union you'd fund a company to solve, and why hasn't anyone?" No presentations. No name badges with titles. Just a campfire, a question, and 40 people who are serious enough to have shown up a day early. Piccino is three minutes away. Dinner follows at 7:30 PM.


"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 fund sits with its own portfolio. Dinner assignments, Connection Circle groups and lunch tables put an investor, an operator and a founder together every time, and never the same three twice.

Substance Over Spectacle

No booths, no exhibit hall, no sponsored keynotes. Founders pitch to people who write checks and sign pilots. Investors show their portfolios, not their logos. Nobody in the room is there to be sold to.

Space to Process

The Stoics practiced the daily examen, a deliberate review of what occurred and what it meant. Connection Circles are that practice made social. The best read on a company doesn't arrive during the pitch. It arrives in the ten minutes after it.

The Stage is Earned

Twelve companies pitch because the convening funds selected them, not because they bought a package. The room's attention is the currency here, and it is not for sale.


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.


The investors who
convene the room

Two West Coast credit union investment CUSOs convene CATALYST. Each runs a fund, a portfolio and a point of view on what credit unions need next. They open the program, sit on the pitch panel and host the syndication roundtable. Behind them, a working team turns two days of conversation into pipeline. None of them are here to present. They are here to invest, pilot and build.

Convening Investors · The Investment Committee
The Deal Room · Working Resources Alongside You
Diligence Desk

A one-page brief on every pitching company, prepared before the summit: traction, credit union references, capital structure, integration footprint. Investors and executives walk into each pitch already informed, so the fifteen minutes go to the questions that matter.

Pilot Architects

When a credit union and a founder find a fit, a pilot architect sits down with both and scopes a 90-day pilot on the spot: the use case, the data needed, the owner on each side and the number that defines success. It leaves the room as a one-page agreement in principle.

Syndication Desk

Standard structures for credit union capital explained plainly: CUSO units, convertible notes, SAFEs, warrants, and how several funds share one term sheet. CUSO counsel on call for the questions that come up when two funds decide to move together.

By end of Day Two, both CUSOs have a shared read on twelve companies, every credit union has a shortlist of pilots, and every founder has a next meeting on the calendar.


"Begin at once to live, and count each separate day as a separate life."

— Seneca, Letters to Lucilius


No booths. No exhibit hall.
Twelve pitches. One investment committee.

The pitch is the centerpiece, not an afterthought. Twelve companies, selected by the convening funds from open applications, pitch on Thursday morning to a panel that actually invests: eight minutes to pitch, seven minutes of investor questions. The credit union executives in the room score alongside the panel, because they are the customers. On Wednesday, the conveners' existing portfolio companies show what they have built and what it took to deploy inside a credit union.

No exhibit hall. No booths. No pay-to-play stage time. Founders are invited by the convening funds or not at all. This is what protects the integrity of the room and the value of every conversation in it.
Two Showcases, One Pitch

Wednesday: the Portfolio Showcase, companies the conveners have already backed, 15 minutes each. Thursday: The Pitch, twelve invited companies in two flights of six, scored by the investment committee.

Fifteen Minutes Per Company

Eight minutes to pitch: the problem, the product, the traction, the ask. Seven minutes of questions from the investment committee and the room. No slides required. Product welcome.

Send the Founder

The CEO pitches. Not the head of sales, not the agency. The room is deciding whether to back a person as much as a product, and it will remember substance over polish.

Three Sessions on the Main Stage
15 minutes per company · 8-min pitch + 7-min investor Q&A · scored by the investment committee and the credit unions in the room
Session I · Wednesday Afternoon
Portfolio Showcase: What's Already Working
Illustrative: Silvur  ·  Remynt  ·  idgo  ·  AKUVO  ·  Coviance  ·  DefenseStorm

Companies the conveners have already backed show the product and the credit union results behind it. The room hears what deployment actually took: the integration, the champion inside the credit union, the number that moved. Six companies, 90 minutes.

Session II · Thursday Morning
The Pitch · Flight One
Six companies selected by the convening funds

Selected from open applications by the convening funds. Eight minutes to pitch, seven of questions. Scored on problem, product, traction, team, credit union fit and the ask. The credit union executives in the room score too.

Session III · Thursday Late Morning
The Pitch · Flight Two
Six companies selected by the convening funds

The second flight of six. Best of Show is chosen by the panel and the room together, announced at the closing session, and moves directly into a diligence conversation with the convening funds.

0–8 min
The Pitch

The problem, the product, the traction, the ask. Keep it honest. This room knows the category and has the diligence brief in hand.

8–15 min
Investor Q&A

Two questions from the investment committee, one from a credit union executive. Seven minutes that separate the prepared from the polished.

What Founders Get
A seat at the table, not a booth
  • A pitch slot in front of two West Coast credit union investment CUSOs and 40 to 80 credit union decision-makers
  • Written scores and feedback from the investment committee, delivered before you leave
  • Deal Room office hours on Thursday: 20-minute meetings with the funds and credit unions that scored you highest
  • A pilot architect to scope a 90-day pilot on the spot when a credit union says yes
  • Curated dinner placement across all three evenings, seated with investors and operators
  • Connection Circle participation with the full room
  • Best of Show: a diligence conversation with the convening funds

Twelve slots. Applications are reviewed by the convening funds. Companies are selected for relevance to credit unions and readiness to deploy, not by the size of a sponsorship. Every founder on the stage is there because the room needs to see what they built.


Two days of substance

Sessions start at 9:30 AM. Mornings are yours. The program runs at the Golden Gate Club, five minutes from both hotels. ● Circles  ● Main Stage  ● 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, the diligence briefs on every company in the room, and your first look at who's here. Connection Circle group assignments posted at the entrance.
9:30 AM
Opening Session
The State of Credit Union Capital: What We've Backed, What Worked, What Didn't
The conveners open the room. Ron Araujo and Scott Daukas on the portfolios they've built, the returns they answer for, and the problems they still can't find a company to solve. Then they open the floor.
10:20 AM
Reverse Pitch
Twelve Problems Worth Solving: Credit Unions Pitch the Founders
Credit union executives take the stage first. Three minutes each on the problem they'd fund a company to solve, what they've tried, and what's in the way. The founders listen. The agenda for the next two days is set by the customers, not the vendors.
11:10 AM
Connection Circle · Round 1
Small Group Discussion · 20 Minutes
Prompt: "What's the best investment your credit union ever made in a company, and the one you'd take back?"
Connection Circle
11:30 AM
Investor Roundtable
How Credit Union Capital Actually Works
CUSO units, notes, SAFEs and warrants. Strategic return versus financial return. What a board needs to see before it says yes. The conveners and invited guest investors compare how they structure, diligence and support a company, and where they disagree.
12:15 PM
Hosted Lunch · On Property
Dalida Terrace · Assigned Seating
Every table seats an investor, an operator and a founder. Each table has a facilitator and a problem from the morning's reverse pitch. Lunch is not downtime. It is the program.
Curated Seating
1:30 PM
Session I · Portfolio Showcase
What's Already Working: Six Portfolio Companies of the Conveners
Companies the funds have already backed show the product and the credit union results behind it. Fifteen minutes each: what it does, what deployment took, the number that moved. The room compares directly. No softballs.
Main Stage · 90 min
3:05 PM
Operator Panel
From Pilot to Portfolio-Wide: What It Really Took
Credit union executives who deployed an early-stage company talk about the part nobody puts in the press release: the integration, the vendor management, the internal champion, the moment it almost died. Facilitated, not presented.
3:45 PM
Connection Circle · Round 2
Small Group Discussion · 20 Minutes
Prompt: "Which company you saw today would you pilot next quarter, and what would have to be true?"
Connection Circle
4:05 PM
Opt-In Breakout Tracks
Three Simultaneous Rooms · Choose Your Track
The Investor Track / The Operator Track / The Founder Track
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 & Scoring Tables
Open seating. Score sheets and diligence briefs for the twelve pitching companies at every table. What are you looking for today, and what would make you say yes?
9:30 AM
Session II · The Pitch
Flight One: Six Companies, Fifteen Minutes Each
Eight minutes to pitch, seven of questions from the investment committee and the room. Scored on problem, product, traction, team, credit union fit and the ask. Hosted by the conveners.
Main Stage · 90 min
11:00 AM
Connection Circle · Round 3
Small Group Discussion · 20 Minutes
Prompt: "Of the six you just saw, which one would you put your own credit union's money into, and which one would you put your own credit union's members in front of? Are they the same company?"
Connection Circle
11:20 AM
Session III · The Pitch
Flight Two: Six Companies, Fifteen Minutes Each
The second flight. Same format, same score sheet. By 12:50 the room has seen all twelve and the investment committee retires to compare notes over lunch.
Main Stage · 90 min
12:50 PM
Working Lunch · On Property
The Deal Room · Dalida Terrace
Founders take 20-minute meetings with the funds and credit unions that scored them highest. Pilot architects sit in when a credit union says yes and scope the 90-day pilot on the spot. The syndication desk is open for investors who want to move together.
Curated Meetings
2:30 PM
Syndication Roundtable
One Term Sheet, Many Credit Unions: How Funds Co-Invest
Hosted by Scott Daukas. How credit union investment funds share diligence, standardize terms and move together on a company, and what founders should expect when three funds are at the table instead of one. Investors and operators; founders join for the second half.
3:30 PM
Opt-In Workshops
Investment-Ready in 90 Days · Building Your Credit Union's Investment Program
Two rooms. Founders work through what credit union capital needs to see before it says yes. Credit union leaders work through what it takes to stand up an investment program of their own: governance, structure, first check.
Opt-In Track
4:30 PM
Closing Session
Best of Show and the Commitments
The panel and the room announce Best of Show. Then every fund, every credit union and every founder names one commitment in front of the room: a diligence meeting, a pilot, an introduction, a check. The room witnesses it. That is what you leave with.
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 on Wednesday afternoon. Select the track most relevant to your role, or change your mind at the event itself.

The Investor Track
For: CUSO fund leads · CEOs and CFOs building an investment program · Investment committee members

Building and governing a credit union investment fund. Diligence on early-stage companies, portfolio support, syndication with other funds, and what the board needs to see. Candid comparison of how the conveners do it.

The Operator Track
For: CEOs · COOs · CIOs and CTOs · CDOs · Innovation Leads

Running a pilot with an early-stage company without losing a year to procurement. Vendor management for startups, integration reality, measuring impact, and moving from pilot to portfolio-wide.

The Founder Track
For: Founders · Fintech CEOs · Heads of Credit Union Partnerships

Selling into credit unions, forming or joining a CUSO, raising from credit union capital, and what a credit union board needs before it says yes. Run by investors and operators who have been on the other side of the table.


Three dinners. Three neighborhoods.

Most conferences do one dinner. CATALYST does three — each in a different San Francisco neighborhood, each with new assigned seating, each designed to build relationships that one dinner alone could never produce. By the time you leave Thursday, you will have had a real conversation with nearly everyone in the room.

"The dinner table is where investors, operators and founders stop performing and start talking. Three nights. Three rooms. New seating every time. That's not a perk. That's the program."

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 Investors
  • Leaders of credit union investment CUSOs and fintech funds
  • CEOs and CFOs of credit unions building an investment program of their own
  • Investment committee and board members who approve the checks
  • Fintech-focused investors invited by the conveners to join the panel
  • CUSO counsel and the people who structure the deals
Communities Two & Three
Credit Union Operators & Founders
  • CEOs, COOs, CIOs and CDOs of credit unions ($500M–$10B+ assets) who pilot and buy
  • Innovation and digital leaders who own the problems on the reverse-pitch stage
  • The twelve founders selected by the convening funds to pitch
  • Portfolio companies of the conveners, showing what deployment took
  • Later-stage fintech CEOs invited by a convener to join the conversation

Deals, pilots and partners.
Not a notebook of ideas.

Most leaders leave conferences with a notebook full of ideas that never turn into anything. CATALYST is designed around a different promise: every investor, every credit union and every founder leaves with something on the calendar, and says so in front of the room before they go.

For the Funds
A shared read on twelve companies

Every pitch scored by both convening CUSOs, the guest investors and the credit unions in the room, diligence briefs in hand, and the syndication conversations already started. Best of Show moves directly into diligence with the conveners.

For Credit Unions
A pilot shortlist with owners attached

A view of eighteen companies across two days, the ones your peers have already deployed and the ones that pitched, and for the fits you found, a 90-day pilot scoped in the Deal Room with a named owner on each side.

For Founders
Investor feedback and a next meeting

Written scores from an investment committee that actually invests, Deal Room meetings with the funds and credit unions that scored you highest, and introductions that continue after the summit.

For the Movement
A West Coast home for credit union innovation capital

An annual room where the funds, the credit unions and the founders meet on purpose. A shared pipeline that compounds year over year, and a stage that founders earn rather than buy.


Bring the capital.
Bring the problems.

Invitation-Only · Investors, Operators and Founders

CATALYST 2026 attendance is by invitation from the convening partners. Credit unions and investment funds request an invitation. Founders apply for one of twelve pitch slots, reviewed by the convening funds. If you have received an invitation or been referred by a convener, use this form to confirm your interest. We will be in touch within 48 hours.

⬡ The Pitch · Founder Applications
Twelve slots. Selected by the funds, not sold.

Early-stage companies serving credit unions apply below. The convening funds review every application for relevance to credit unions and readiness to deploy. Selected founders pitch on Thursday morning to the investment committee and the room.

Pitch Slots
12
Two flights of six

Twelve pitch slots, reviewed by the convening funds. Selected companies pitch for eight minutes and take seven minutes of investor questions on Thursday morning, then meet the funds and credit unions that scored them highest in the Deal Room.