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EventSun, May 17-20, 2026

America's Credit Unions Finance Council Conference

Get ready for impactful content and a fresh lineup of industry experts at America’s Credit Unions’ top conference for credit union CFOs and finance professionals. This financial conference delivers learning that strengthens strategic decision-making, supports your financial leadership role, and enhances your credit union’s overall performance.

Gain new financial insights, prepare for strategic decisions, and learn from inspiring keynotes. Network with peers, explore emerging finance trends, and earn valuable CPE credits while enjoying sunny San Diego.

Attend these sessions delivered by our industry experts.

Breakout Session: “What the Traditional Numbers Miss: A Conversation on Household Insight for Small Credit Unions”
When: Tuesday, May 19 • 3:00 PM–4:00 PM
Featuring: Rick Claypoole, COO & President, SaaS Solutions

Join OptimaFI at the Finance Council Conference!

Speakers
  • Rick ClaypooleRick ClaypooleRick ClaypooleRick ClaypooleRick ClaypooleRick ClaypooleRick Claypoole
    Rick Claypoole
    COO & President, SaaS Solutions, OptimaFI
When?

Where?

Marriott Marquis San Diego

333 W Harbor Dr,
San Diego, CA 92101

Want to talk?

Let’s connect at the Finance Council Conference to talk through your goals and how we can help.