Credit Union Growth and Impact Strategies

Credit Union Growth and Impact Strategies

Date: Wednesday, May 14, 2025

Time: 12:30 PM

Location: The Desmond Hotel Malvern

Join Delaware Valley Credit Union Executives Society (DVCUES) for our May luncheon, featuring Sam Brownell, Founder & CEO of CUCollaberate. Discover how to drive sustainable growth and meaningful community impact. This session will explore key strategies including field of membership expansion, mergers, leveraging the CDFI Fund, and obtaining a low-income designation. We’ll also dive into practical approaches for growing membership and deepening community engagement through targeted marketing, business development, and thoughtful product strategy.

We look forward to seeing you!

Sam Brownell is the Founder & CEO of CUCollaborate, a company dedicated to expanding financial inclusion by helping credit unions grow and compete more effectively. Driven by a deep belief in cooperative ownership and the unique benefits credit unions provide—particularly to lower-income and underserved communities—Sam has built CUCollaborate into an industry leader in field of membership expansion, low-income designations, CDFI certification, mergers, new member acquisition, and data-driven decision-making.

Under his leadership, CUCollaborate has developed innovative software and tech-enabled that help credit unions increase market share and maximize the financial value they deliver to members. His work is fueled by a passion for ensuring more consumers — particularly those often overlooked by traditional banking — have access to affordable, ethical financial services.

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

Vizo Financial Corporate Credit Union was established in 2016 with the merger of Mid-Atlantic Corporate Federal Credit Union and First Carolina Corporate Credit Union. We are a state-chartered credit union, with our headquarters located in Greensboro, North Carolina. We also have an office in Middletown, Pennsylvania. Vizo Financial serves over 1,200 credit unions, leagues and CUSOs in 46 states and Canada.

Vizo Financial is a cooperative built by credit unions. We support credit unions, like you, with back-office solutions in the areas of Money Management, Payments, Core Processing and Education. With these services and the promise of our partnership, we strive to help credit unions be their very best.

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