September 27–28, 2026

📍 Embassy Suites by Hilton Greenville Downtown Riverplace

Each year, we gather our partners in one room — not for surface-level updates, but to think bigger about the future we’re building together.

The 2026 Strategic Jam will be our most foundational yet.

The Question Shaping 2027

Over the past several months, we’ve conducted focused research around one critical question:

What do younger members truly look for when making financial decisions — and what does that mean for credit unions?

At Strategic Jam, you’ll see:

• What drives trust with younger consumers
• Why some credit unions are overlooked
• How big banks and fintechs are positioning themselves
• What it takes to be part of the consideration set
• Turning visitors into leads.

Relevance today is intentional. And positioning matters more than ever.

What Marketing Looks Like Going Forward

Based on our research, we’ll introduce our 2027 marketing framework — designed to ensure:

• Your credit union is present when financial need arises

• Your messaging aligns with how younger members actually decide

• You compete confidently alongside banks and fintechs

This isn’t about more activity. It’s about sharper alignment and clearer strategy.

ROI in 2027

We’ll also outline what ROI measurement looks like moving forward — including monthly reviews, quarterly strategy sessions, and how we’ll evaluate both marketing performance and internal alignment.

Growth doesn’t happen in isolation. It requires marketing, operations, lending, and technology working together — and we’ll talk candidly about what that means.

Sunday Evening Kickoff

We begin Sunday, September 27 at 5:00 PM with a Creative Confidence Workshop to prepare you for Monday’s strategic depth, followed by a welcome reception.