September 23-25th, 2026
Ritz-Carlton in New Orleans, Louisiana

The BIG EASY

Celebrate the Future of Digital Banking in

Elevate brings together forward-thinking financial leaders who are transforming their institutions through digital innovation. Learn how your peers balance cutting-edge technology with community values, setting the stage for growth and deeper client relationships.

THE BIG TAKEAWAYS

Why Attend

Connect

Connect

Join an exclusive group of credit union & community banking leaders who truly understand your challenges. Learn from peers who've cracked the code on leveraging digital to deepen community ties while driving growth.

Learn

Learn

Get unfiltered insights into digital strategies that drive deposit growth. Plus, help shape Bankjoy's product roadmap to give your institution a competitive edge.

Explore

Explore

Experience New Orleans with insider access to the iconic Ritz-Carlton and unforgettable gatherings at some of the city’s most legendary landmarks. This is the Big Easy as it’s meant to be experienced.

WHO’S THERE?

Speakers

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Mike Duncon
Mike Duncan

CEO & Co-founder, Bankjoy

Woman with black hair and glasses wearing a sleeveless top and a turquoise necklace, standing against a blue wall with white text.
Weiwei Duncan

COO & Co-founder Bankjoy

André Jones

SVP of Partnership & Growth Bankjoy

Brent VanderMeide
Brent VanderMeide

VP of Platform Bankjoy

Ron Shevlin

Managing Director
Cornerstone Advisors

Arielle Hoffman

Product Manager
Bankjoy

Dong Feng

Tech Product Manager
Bankjoy

Tom Lui

Product Manager
Bankjoy

Geoff Johnson

CEO
CU*Answers

Agenda

Thursday, May 7
7:00 - 9:00 PM
Welcome Cocktail Reception
@ The Ritz- Carlton Courtyard

What’s real, once the mask comes off?

Monday, May 11
8:00 - 9:00 AM
Breakfast & Registration
@ The Lafayette Room, The Ritz Carlton
Monday, May 11
9:00 - 9:45 AM
Opening Remarks "Unmasking the Future of Digital Banking"
Michael Duncan, CEO & Founder, Bankjoy

In 1985, your best teller knew every family by name. Then banking disappeared behind a screen. Mike opens Elevate with the story of three eras of banking and a bold claim: the agentic era doesn’t add another interface. It brings the banker back, made of software, working for every account holder. The mask you made on Night 1? By Friday, it comes off.

Monday, May 11
9:45- 10:30AM
Keynote Session
Ron Shevlin, Managing Partner, Cornerstone Advisors

One of the industry’s sharpest (and most entertaining) analysts takes the stage to separate what’s real from what’s hype in banking right now. Expect data, contrarian takes, and at least one sacred cow tipped over.

Monday, May 11
10:30 - 11:00 AM
Coffee Break
Monday, May 11
11:00- 11:45 AM
The Illusion of Financial Health: What's Actually Real
Weiwei Duncan, Geoff Johnson, Tom Lui, Michael Duncan

Most “financial wellness” programs are a checkbox. This session shows what real looks like: JoyCompass results from live credit unions, a demo of what’s shipping now, and a major announcement about the next generation of members that you’ll want to be in the room for.

Monday, May 11
11:45- 12:30 PM
Table Top Session 1
Smaller, more focused discussions facilitated by SME's.
Monday, May 11
12:30- 1:30 PM
Lunch
Monday, May 11
1:30 - 2:15 PM
Unmasking the Threat: What FraudSense Sees
Arielle Hoffman & Camron Frenzel

Fraudsters wear masks too. See the real attack patterns FraudSense caught across our network last year, what they have in common, and what we’re building next to catch them faster — with the numbers to back it up.

Monday, May 11
2:15- 3:00 PM
Vendor Spotlight Lafayette Room Foyer
Platinum Sponsors Take the Stage

Two hand-picked partners, fifteen minutes each, showing what they’ve built for community financial institutions.

Monday, May 11
3:00- 3:30 PM
Break
Vist our vendors & Demo lab and network with peers!
Monday, May 11
3:30- 4:30 PM
Business Banking: Physical Branch, or an Illusion?
Expert Panel

Is the branch renaissance real, or the industry’s most expensive comfort blanket? Bankers who run branch networks debate the analyst who called the hype — live, unscripted, and with real numbers on the table.

Monday, May 11
4:30- 4:45 PM
Day 1: Closing Remarks
Monday, May 11
6:00PM
French Quarter Trolley Tour (to JAMNOLA)
Join us on this immersive and fun trolley tour and learn about the French Quarter on our way to JAMNOLA.
Monday, May 11
7:00 PM - Late
Night of Food, Beverages & Entertainment at JAMNOLA
Immerse yourself in the vibrant art, music, and culture that capture the true spirit of New Orleans!
Tuesday, May 12
8:00 -9:15AM
Breakfast
Tuesday, May 12
9:15 - 10:00 AM
Agentic AI: Meet What's Really Behind the AI Agent
Dong Feng & Brent VanderMeide

Everyone is selling an “AI agent.” Almost nobody shows you how one actually works. Day 2 opens with a look under the hood: what Bankjoy’s agent can do for your members today, what it will do next, and how to tell a real agent from a chatbot in a costume.

Tuesday, May 12
10:00 - 10:45 AM
Table Top Session 2
Smaller, more focused discussions facilitated by SME's.

The highest-rated part of last year’s conference is back: small-group tables matched by badge so you’re sitting with peers facing the same decisions you are. Bring your questions; leave with their playbooks.

Tuesday, May 12
10:45 - 11:15 AM
Coffee Break
Enjoy refreshments, visit our vendors and the Bankjoy Demo lab.
Tuesday, May 12
11:15 - 11:45 AM
Client Spotlight & Renewal Stage
Jose Cisneros, Carrie Kuenning, Lorenzo DeLuna & Clients

Your peers, on the big screen: real credit unions and banks sharing what they built, the community impact behind it, and — from every client renewing in 2026 — why they chose to keep building with Bankjoy

Tuesday, May 12
11:45 -12:45 AM
Product Roadmap Session
Weiwei Duncan, COO & Co-Founder, Bankjoy

Every session dropped pieces of the roadmap onto your Bingo card. Weiwei puts the whole picture together: where the platform is headed, with a deep look at business banking, account acquisition, data analytics for cross-selling, and JoySight360. Bingo winners crowned live.

Tuesday, May 12
12:45 - 1:00 PM
Closing Remarks
Michael Duncan, CEO & Founder, Bankjoy
Tuesday, May 12
1:30 - 3:30 PM
Special Closing Event
Join us for an unforgettable Traditional Second Line parade through the French Quarter, ending with our closing celebration at the historic Swoop Duggins House!
JOIN THE FUN

Our Sponsors

Thank you to our amazing sponsors for making Elevate awesome! It wouldn't be the same without you. We still have some sponsorship opportunities available, fill out the sponsorship form below for details!

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Testimonials

My greatest takeaway from Elevate was that Bankjoy truly understands our core values as a community FI. This partnership has improved the quality of financial services we deliver, even in the short time we’ve been together.
My greatest takeaway from Elevate was that Bankjoy truly understands our core values as a community FI. This partnership has improved the quality of financial services we deliver, even in the short time we’ve been together.
Attendee, Elevate 2024
Venua and Hotel - The Ritz Carlton
VENUE AND HOTEL

The RItz Carlton

The Ritz-Carlton, New Orleans sits in the heart of the French Quarter on Canal Street, occupying a beautifully restored Beaux-Arts building that blends historic Louisiana grandeur with refined Southern hospitality. The hotel features spacious, light-filled guest rooms, an award-winning full-service spa, and acclaimed dining that draws from New Orleans' rich Creole and contemporary culinary traditions, along with a signature jazz lounge where live music plays nightly. Just steps from Bourbon Street, Jackson Square, and the Mississippi Riverfront, the property offers the perfect home base for Elevate 2026!

Book Your Room

With Impact Like This, How Can Your Boss Say No?

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