# Event Details - **Event Name**: The 3rd Annual Credit Union Economic and Investment Summit - **Event Start and End Date**: Wed, 29 Apr, 2026 at 09:00 am – Fri, 01 May, 2026 at 12:00 pm (-04:00) - **Event Description**: Learn, Strategize, and Network at the 3rd Annual Credit Union Economic and Investment Summit. FREE to attend for Credit Union Leaders.About this EventThe 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: Regina.Wickard@opco.comPhone: 517‑333‑7760We 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.https://vimeo.com/1131058139/d4b22893cf?share=copyhttps://player.vimeo.com/video/951542587?h=3c94748f15&badge=0&autopause=0&player_id=0&app_id=58479 - **Event URL**: https://allevents.in/mount-pleasant/the-3rd-annual-credit-union-economic-and-investment-summit/100001897556676099 - **Event Categories**: business, health-wellness - **Interested Audience**: - total_interested_count: 0 ## Ticket Details - **Ticket Price Range**: min: 0, max: 0, currency: USD ## Event venue details - **city**: Mount Pleasant - **state**: MI - **country**: United States - **location**: Soaring Eagle Casino & Resort - **lat**: 43.6089789 - **long**: -84.7135266 - **full address**: Soaring Eagle Casino & Resort, 6800 Soaring Eagle Boulevard, Mount Pleasant, United States ## Event gallery - **Alt text**: The 3rd Annual Credit Union Economic and Investment Summit - **Image URL**: https://cdn-az.allevents.in/events7/banners/0da9fd1739c61d5dadb4eb5cc6cdcbbd9cc36decf4dfae8a12e8fd6d189bf2c4-rimg-w1200-h600-dc4c265a-gmir.jpg?v=1762256629 ## FAQs - **Q**: When and where is The 3rd Annual Credit Union Economic and Investment Summit being held? - **A:** The 3rd Annual Credit Union Economic and Investment Summit takes place on Wed, 29 Apr, 2026 at 09:00 am to Fri, 01 May, 2026 at 12:00 pm at Soaring Eagle Casino & Resort, 6800 Soaring Eagle Boulevard, Mount Pleasant, United States. - **Q**: Who is organizing The 3rd Annual Credit Union Economic and Investment Summit? - **A:** The 3rd Annual Credit Union Economic and Investment Summit is organized by The Credit Union Investment Strategy Group of Oppenheimer & Co. Inc.. - **Q**: Who is this event for? Is it right for me? - **A:** The 3rd Annual Credit Union Economic and Investment Summit is ideal for professionals, entrepreneurs, startup founders, and networking enthusiasts eager to grow their connections. Whether you're a first-time attendee or a longtime enthusiast in Mount Pleasant, this event is thoughtfully curated to deliver a standout experience worth every moment. 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