CU Opportunities, Performance and Economic Outlook for 2026 and Beyond

Credit Union Opportunities, Performance and Economic Outlook for 2026 and Beyond

Date: Wednesday, September 10, 2025 | RSVP: Friday, September 5, 2025

Time: 12:30 PM

Networking: 12:30 PM | Luncheon: 1:00 PM | Speaker: 2:00 PM

Location: The Desmond Hotel Malvern,

Steve Rick, Chief Economist from TruStage will lead a lively discussion on credit union performance and opportunities for the future. He will also do a deep dive into current economic conditions and provide an outlook on economic possibilities heading into 2026 and beyond. Join your peers at this DVCUES luncheon and get a jump start on your 2026 planning.

Steven Rick is director and chief economist at TruStageTM. His primary responsibilities include conducting strategic research, analysis and forecasting of the financial services industry, with special emphasis on the consumer and credit union markets.

Rick’s forecasts serve as a starting point for the strategic planning process and help to create a clear understanding of the underlying trends and links between the general economy, the financial services industry, and the company’s policy owners.

Rick publishes the Credit Union Trends Report, a monthly “pulse check” on the economic state of the credit union movement. He has authored a textbook on asset-liability management for credit union executives.

Before joining the company, Rick was the senior economist for CUNA & Affiliates’ economics and statistics department for 22 years. Rick also serves as Chairman of the Board of Directors of the University of Wisconsin Credit Union, a $5 billion financial institution.

Rick holds a senior lecturer position with the economics department at the University of Wisconsin-Madison where he teaches money and banking, and macroeconomics courses. He is also the facilitator and instructor for CUNA Management School’s Stanford Bank Game, a computerized bank simulation, and has two years’ experience as a bank simulation advisor for the Prochnow Graduate School of Banking.

Rick has a Bachelor of Arts in Economics from Moorhead State University, a Bachelor of Science in Finance from Moorhead University, and a Master of Science in Economics from the University of Wisconsin-Madison. He also obtained a Ph.D. in Economics at the University of Wisconsin-Madison.

Delaware Valley CUES would like to thank RKL for sponsoring our dessert.

RKL is a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business.

We tap into a wide range of services — tax, accounting, financial management, workforce strategies, private wealth, technology and more — to deliver solutions that take you and your organization to the next level, however you define it. Whether it’s enhancing your profitability, adopting new technologies or growing your team, you can count on our advisors to walk the journey with you, providing trusted guidance and real results. Our approach is pragmatic, honest and always focused on you. There is a better way to get to the next level.

Host or Publisher Delaware Valley CUES