Invitation-Only · The Presidio, San Francisco

CATALYST2026

The Credit Union Digital Growth Summit

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

Two days. Practitioners working alongside you. Leave with a digital vision, member personas, a journey map, and a 90-day roadmap — ready for your board.

40 Seats · By Invitation Only · One Institution Per Market
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Leave with a strategy.
Not just a perspective.

CATALYST is not a conference. It is a two-day strategic working session for credit union leaders who are ready to define — or sharpen — their institution's digital future. You will leave with a documented plan: a digital vision, a member persona framework, a journey map, and a 90-day roadmap that you can put in front of your board on Monday.

The program is built around your institution's specific situation — not a generic industry curriculum. Practitioners work alongside you. Peers who are not your competitors challenge your thinking. Technology partners respond to what you're actually building, not a pitch deck they prepared in advance.

40–80
Invited Leaders
2
Working Days
1
Plan Per Institution
0
Competing Markets
One Institution Per Market

Invitations are issued with geographic exclusivity. No two credit unions from the same competitive footprint will be in the room at the same time. What you share here stays in the room — because none of your peers here are your competition.

The Product is the Plan

Every credit union leader leaves with a working document: a digital vision statement, member personas built from your actual market, a journey map, and a prioritized roadmap — drafted over two days with practitioners who've done this work hundreds of times.

"Most institutions already know they need a digital strategy. What they lack is the space, the expertise, and the honest peer perspective to build one that will actually hold."

CATALYST creates that space deliberately. The Presidio is not an accident — remove leaders from their offices, place them inside one of the most beautiful settings in the country, and give them two uninterrupted days with the right people. What gets built here gets implemented.

The practitioners in the room — strategists, data analysts, journey mappers, persona researchers — are not speakers. They are working members of your team for two days. The technology partners are not vendors. They are resources you interrogate against the strategy you just built.

Why This, Why Now

"Credit union leaders are making the most consequential technology decisions of their institutions' lifetimes — often without peers who've been through it. CATALYST exists to fix that."

CATALYST is presented by Craig McLaughlin and Finalytics.ai. Craig has spent more than two decades at the intersection of financial services and digital experience — as an executive at leading institutions and as a builder of technology that has shaped how millions of members interact with their credit union. Finalytics.ai works with credit unions across the country on digital growth and personalization strategy.

CATALYST is the event Craig wished had existed when he was navigating these decisions himself. It is built for peers, by a peer — and every element of the format reflects that.

Technology Partners Participating in CATALYST 2026
Q2 ALKAMI LUMIN DIGITAL TyFone CANDESCENT withClutch blend MeridianLink Sync1 Prisma Campaigns HubSpot Kentico Finalytics.ai

Partners confirmed pending final agreements · Partnership limited to 13 organizations


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. 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.

The reception has a structure. Each attendee arrives to a single prompt: "What's the one thing your institution needs to solve in the next 18 months — and what's in the way?" 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 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.


Practitioners who build
alongside you

CATALYST brings three layers of expertise into the room — industry guides who frame the landscape and challenge your assumptions, Finalytics practitioners who work directly with your institution on strategy and data, and specialized working resources who produce the actual deliverables alongside you. None of them are here to present. They are here to work.

Industry Guides — Framing the Landscape, Challenging the Thinking
Finalytics Practitioners — Working Directly With Your Institution
BC
Digital Strategy
Baron Conway
Chief Strategy Officer, Finalytics.ai

Baron works directly with each institution's leadership team to define their digital vision and strategic framework — not in the abstract, but against their specific market, membership base, and competitive reality. His job is to help you leave with a vision statement you can defend in front of your board.

MR
Data & Digital Experience
Mark Ryan
Head of Data Analytics, Finalytics.ai

Mark reviews each institution's current digital experience and member data — where engagement is strong, where it drops off, and where the data signals a problem before leadership has named it. He provides an honest, data-grounded picture of where each institution stands going into the strategy sessions.

Working Resources — Producing Your Deliverables Alongside You
Journey Map Developers

Working in small groups, they map your member's digital experience from first awareness through deepening relationship — identifying the specific friction points and opportunity gaps in your current journey. The output is a visual document your team can work from.

Persona Researchers

Using your geographic footprint and membership data, persona researchers build the 3–4 member archetypes that should drive your digital product decisions. Who you're actually serving, what they need digitally, and where your current experience fails them.

Market & Product Analysts

Your competitive landscape reviewed — what institutions in adjacent markets are doing, where the digital product gaps are relative to neobanks and large regionals, and how your current tech stack measures up against what your strategy will require.

By end of Day Two, every institution in the room has a documented digital strategy — vision, personas, journey map, and roadmap — ready to be socialized with their leadership team and board.


"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.

The Discovery Sessions are the last thing that happens — not the first. By the time technology partners present, each institution in the room has spent two days building their digital strategy. Vendors walk into a session where the audience already knows what they need, has named their priorities, and has a roadmap on paper. The question is no longer "what does your product do?" — it's "does your product address what we're building, and can you prove it?"

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.

Three Peer-Led Discovery Sessions
20 minutes per company · 15-min demo + 5-min Q&A · peer-driven, grouped by technology category
Discovery Session 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.

Discovery Session 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.

Discovery Session 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  ● Discovery Session  ● 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 Provocation
The State of Digital: What the Data Actually Says
Jim Marous frames the landscape — where credit unions stand, where the gap is widening, and the three questions every institution in this room needs to answer. Then he opens the floor.
10:20 AM
Peer Roundtable
What Are You Actually Trying to Solve? — Open Floor
Facilitated by Alex Jimenez. Credit union leaders name their real challenges — platform decisions, acquisition gaps, AI readiness, organizational resistance. No decks. No prepared remarks. The room sets the agenda for what follows.
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
Peer Exchange
Digital Member Acquisition: What's Actually Working, and What Isn't
Three credit union leaders share their real numbers, their failed experiments, and the one thing that finally moved the needle. Facilitated discussion — not a presentation.
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
Discovery Session I — Online Banking Platforms
Q2 · Alkami · Lumin Digital · TyFone · Candescent
Five platforms respond to the challenges the room surfaced this morning. Each company gets 20 minutes — 15 to show what their product does, 5 for live Q&A. The room compares directly. No softballs.
Discovery Session · 80 min
2:45 PM
Peer Conversation
AI Readiness: Where Are You Actually? — Honest Assessment
Facilitated by James Robert Lay. Leaders share where their institutions stand on AI — not where they wish they stood. What's been deployed, what's stalled, and what's blocking the next move.
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
Strategy Working Session
Digital Vision & Strategy Framework — Working Session with Baron Conway
Small groups work directly with Baron Conway (CSO, Finalytics.ai) to draft their institution's digital vision statement and strategic priorities. Facilitated by Alex Jimenez. The work is real — you leave this session with a draft you can stand behind.
10:20 AM
Discovery Session 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.
Discovery Session · 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
Working Lunch · On Property
Persona & Journey Map Working Session · Dalida Terrace
Persona researchers and journey mappers work with each institution's team over lunch. Using your geographic footprint and membership profile, they build out 3–4 member archetypes and the digital journey map that will anchor your strategy document.
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
Roadmap Working Session & Closing
90-Day Roadmap — Finalized with James Robert Lay
James Robert Lay works with each institution to finalize their 90-day action plan — specific moves, owners, timelines. Each leader then shares one commitment with the full room. The room witnesses it. You leave with your strategy document in hand.
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.

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 credit union executives 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 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

A documented strategy.
Ready to socialize Monday morning.

Most leaders leave conferences with a notebook full of ideas that never make it into an actual plan. CATALYST is designed around a different promise: every credit union leader leaves with a working document — built alongside practitioners over two days — that can go directly in front of their board.

Digital Vision Statement
Where your institution is going — and why

Drafted with Baron Conway through facilitated strategy sessions on Day 1. A clear, board-ready articulation of your digital direction — not a generic mission statement, but a specific commitment to what your institution will build and who it will serve.

Member Personas & Journey Map
Who you're building for, and where the experience breaks down

Built by persona researchers and journey mappers using your geographic footprint and membership data. 3–4 grounded archetypes and a full digital journey map — from awareness through deepening relationship — with friction points named and prioritized.

Digital Experience Audit
An honest read on where you stand today

Conducted by Mark Ryan before the event, reviewed with you on Day 1. Your current digital experience scored against what your strategy will require — where the data says you're strong, where it says you have a problem, and what that means for your roadmap priorities.

90-Day Roadmap
The first moves — with owners, timelines, and accountability

Facilitated by James Robert Lay on Day 2. The strategic vision translated into specific actions — what gets done in the next 90 days, who owns it, and how progress will be measured. Built in the room, documented before you leave, ready to be shared with your leadership team the week you return.


Build the strategy.
Not just the intention.

Invitation-Only · One Institution Per Geographic Market

CATALYST 2026 attendance is by invitation. Invitations are issued with geographic exclusivity — no two credit unions from the same competitive footprint will be in the room. If you have received an invitation or been referred by a current attendee, use this form to confirm your interest. We will be in touch within 48 hours.

Investment: $5,000 per credit union leader · $15,000 per technology partner

⬡ Founding Member Pricing — Limited Window
First 15 credit union leaders: $3,500 $5,000

Charter recognition in all program materials, priority session placement, and the standing to say you helped define what CATALYST became. This rate closes once the first 15 seats are confirmed — it will not reopen.

Founding Seats
7
of 15 · remaining

The Partner Package includes one 20-minute Discovery Session presentation slot. Your session will be featured in one of three showcase tracks: Online Banking Platforms, Account Origination, or CDP & Member Engagement.