The 3rd Annual Credit Union Economic and Investment Summit

The Credit Union Investment Strategy Group of Oppenheimer & Co. Inc. is proud to host its 3rd Annual Credit Union Economic & Investment Summit.

For nearly forty years, our team has provided tailored portfolio‑management strategies to credit unions nationwide—helping protect, grow, and optimize investment income.

We firmly believe that investment education is paramount in helping our credit union clients make confident, timely, and impactful investment decisions for their members.

Since launching the first Credit Union Investment School in 1994 - Events such as this one have been pivotal in allowing our team to better equip attendees with the investment knowledge needed to make the critical difference at their respective credit unions...

This year’s summit will be held at Soaring Eagle Casino & Resort in Mount Pleasant, Michigan, from April 29th to May 1st, 2026.

The event is entirely compliementary and remains exclusive to credit union professionals involved in the investment decision‑making process at their institutions.

Why Attend?

• Interactive learning: Sessions emphasize hands‑on exploration of bond fundamentals and portfolio‑management strategies designed specifically for credit unions.
• Holistic insights: Gain a deeper understanding of how to identify and select bonds that align with your institution’s strategic vision, while balancing risk, liquidity and overall balance‑sheet health.
• Real‑world context: Learn how changes in interest rates, economic trends and regulations impact investment decisions, earnings, risk position and liquidity.
• Networking opportunities: Connect with fellow credit union decision makers and share ideas in a collaborative environment... And to have some fun while you're at it!
• Exceptional venue: Soaring Eagle Casino & Resort is a AAA Four Diamond destination known for award‑winning dining, top‑name entertainment and a full‑service spa—an ideal setting for learning and networking.

Reserve your spot now and join us for four days of education, collaboration and inspiration.

Details about the agenda, speakers, topics, and event timeline across the three days will be provided in early 2026.

Plated meal selections and room‑block accommodations will be provided to you shortly after registration by a member of our team.

For questions, please contact Regina Wickard, Managing Director - Investments.

Email: [email protected]

Phone: 517‑333‑7760

We look forward to seeing you at the 3rd Annual CU Economic & Investment Summit!

For a better understanding of what to expect from this event, please enjoy the two event recap videos below from our 1st and 2nd Annual Credit Union Economic and Investment Summits.

Know what’s Happening Next — before everyone else does.

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Host or Publisher The Credit Union Investment Strategy Group of Oppenheimer & Co. Inc.