Large Credit Union CEO Roundtable
Description
Be sure to join us as we connect with new and seasoned CEOs in the asset category of $350 Million and above asset categories. All are invited!
Agenda
Thursday, November 5
11:45am
Registration & Check-In
12:00pm – 12:45pm
Lunch
12:45pm – 1:00pm
Welcome & Opening Remarks | Sarah Wainscott, President & CEO, The League
1:00pm – 2:00pm
Digital Dollars, Real Impact: Stablecoins and the Future of the Credit Union Ecosystem | Brian Kaas, President & Managing Director | Ventures, TruStage
Stablecoins have become a buzzword in financial circles, but understanding their real-world impact can be challenging – what do they truly mean for credit unions, and how can we approach this technology with both innovation and member trust at the forefront? Explore what stablecoins are, how new policies may shape their use, and what opportunities and risks credit unions should understand as the digital asset landscape matures.
2:15 – 3:15pm
Speaker Session 2| Coming Soon!
3:30 – 4:30pm
Roundtable Discussion
An open forum discussion focused on the most relevant and timely issues impacting your credit union. Share your perspectives and hear from peers across the state.
4:30 – 5:15pm
Networking Reception at The American Club
5:30pm
Shuttle Departs for Dinner
6:00 – 8:30pm
Dinner at Blackwolf Run Restaurant
(Pre-registration required. Please inform us if you will not be attending.)
8:45pm
Return Shuttle to The American Club
Friday, November 6
8:00 – 9:00am
Full Breakfast
9:00 – 10:00am
Examiner Updates from the Office of Credit Unions | Will Carvalho, Financial Examiner Supervisor and Alex Bruins, Financial Examiner Supervisor |Office of Credit Unions, Department of Financial Institutions
Will Carvalho and Alex Bruins join us from the Office of Credit Unions to provide an update on the exam process and key components, compliance, and financial indicators for the year ahead.
10:00 – 11:30am
Roundtable Discussion: Continuing the Conversation
A follow-up to Thursday’s session, this discussion dives deeper into the key issues identified by participants, encouraging peer exchange and actionable insights.
11:30am
Adjourn
Speakers
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Sarah Wainscott
President & CEO | The League
For over fifteen years, Sarah has served The League through various advocacy roles, culminating in the start of her tenure as President & CEO in January 2025. Her experience and expertise include lobbying, grassroots advocacy, political fundraising, and serving as Wisconsin credit unions’ spokesperson on policy with legislators and regulators in Madison & Washington, D.C.
In Sarah’s time at The League, she has established reliable and strategic key relationships with influential policymakers that have helped elevate credit unions’ impact. She has helped pass bills updating credit union statutes, requiring financial literacy credits for high school graduation, and permitting prize-linked-savings programs while also preventing the introduction or serious consideration of harmful proposals. Notably, she also developed the annual Wisconsin Credit Union Scorecard into a preeminent and persuasive resource on the power of The Credit Union Movement in Wisconsin. As a result of these tireless advocacy efforts, public support for Wisconsin’s credit unions has grown by 19% since 2010.
Sarah is Co-Chair of the AACUL Advocacy Committee, serving on America’s Credit Unions Advocacy Committee and the National Advocacy Fund Steering Committee, and is also a former board member of the Association of Wisconsin Lobbyists. She holds a bachelor’s degree in political science and communication arts and a master’s degree in public affairs from the University of Wisconsin-Madison.
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Brian Kaas
President & Managing Director | Ventures, TruStage
Brian Kaas is the president of TruStage Digital Assets where he is leading the launch of TruStage Stablecoin, a national stablecoin offering purpose built for credit unions and community financial institutions. Additionally, Brian serves as the president and managing director of TruStage Ventures, LLC, where he oversees all aspects of TruStage’s strategic venture capital program. In this role, Kaas has overseen the investment of $400+ million into a portfolio of over sixty financial technology companies.
Brian is a frequent speaker on digital asset and fintech trends and routinely advises credit unions on best practices for leveraging partnerships with fintechs. He also serves as a board member for several banking technology, lending, and blockchain companies.
Prior to joining the company in 2012, Kaas was a law partner at Foley & Lardner. He has a broad range of legal and corporate experience in complex commercial transactions, including mergers, acquisitions, joint ventures, and corporate restructurings.
Brian graduated from the University of Wisconsin Law School with a Juris Doctorate.
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Office of Credit Unions
The Office of Credit Unions regulates credit unions chartered to do business in Wisconsin. It charters new credit unions, examines credit union records and assets, consents to the consolidation of credit unions within the state and, in cooperation with similar agencies in neighboring states, approves interstate mergers. If a credit union is not in compliance with state law, the office may remove its officers, suspend operations, or take possession of the credit union’s business.
