2025 Roundtable Forum Orlando
49th Annual Chairs' Roundtable Forum
October 14 - 17, 2025
Orlando, Florida
Join credit union board leaders from across the country at the premier educational conference designed specifically for those guiding the strategic direction and governance of credit unions. This event provides an unparalleled opportunity to expand your knowledge, strengthen your leadership skills, and network with peers facing similar challenges and opportunities.
Open to Chairs, Vice Chairs & Directors!
Hyatt Regency Grand Cypress Resort
One Grand Cypress Blvd., Orlando, Florida
NACUC Room Rate: $255/night
Our host hotel offers plenty of activities for guests to enjoy after the day's sessions wrap up. Just minutes from Walt Disney World® Resort and Universal Orlando Resortâ„¢, the hotel offers complimentary shuttle service, including a convenient stop at Disney Springs for world-class shopping and dining. Unwind by the lagoon-style pool, savor a meal at one of three on-site restaurants—including Four Flamingos, A Richard Blais Kitchen—or tee off on their award-winning golf course.Â
Golf Outing
The Sheeter Group is hosting a golf outing at the Grand Cypress Golf Course on Tuesday, October 14 Click here to sign up.
Spouse/Guest Program
Attendees may also sign up a spouse or guest for the Welcome Mixer on Tuesday evening, group breakfasts, guest tour on Wednesday and Thursday night group event.
Winter Park Scenic Tour, The Charles
Hosmer Morse Museum & Lunch
The tour begins with a relaxing, 45-minute pontoon boat ride through the canals and tree-lined lakes of Winter Park, originally built as a summer retreat for wealthy northerners. The tour continues with a stop at The Charles Hosmer Morse Museum of American Art with the world's most comprehensive collection of the works of Louis Comfort Tiffany (1848-1933) as well as a major collection of American art pottery and representative collections of late nineteenth and early-twentieth century American paintings, graphics, and decorative arts. The tour will also include a group lunch at a location to be announced.
Thursday Night Group Event
Group Dining Experience at Maggiano’s Little Italy
Attendees and their registered guests are invited to a special offsite group event hosted at Maggiano’s Little Italy, where timeless Italian cuisine and exceptional hospitality come together in a warm, inviting atmosphere. Guests will enjoy a thoughtfully curated Italian buffet, featuring classic favorites and signature dishes served in our own private dining room. A full bar will be available, offering a selection of wines, cocktails, and non-alcoholic beverages to complement your meal. This event is an excellent opportunity to connect, collaborate, and unwind with colleagues and guests for an evening of fine food and great conversation. Transportation will be provided to and from the hotel.
Roundtable Cancellation Policy: Cancellations received in writing by September 12, 2025 incur a $175 administrative fee. Due to financial obligations incurred by NACUC, no refunds or credits will be issued on any cancellation requests made less than 30 days prior to the start of the event. Substitutions are welcome, subject to eligibility.
Roundtable Forum Schedule
Tuesday, October 14, 2025
12:00 pm - 5:00 pm - Registration Check-in
3:45 pm - 4:00 pm - First-Time Attendee Welcome
4:00 pm - 4:30 pm - Roundtable Orientation Session
5:00 pm - 6:00 pm - Welcome Reception
Wednesday, October 15, 2025
7:15 am - 8:00 am - Delegate Breakfast
8:00 am - 8:45 am - General Session
8:50 am - 10:10 am - Roundtable Session 1
10:15 am -10:35 am - Networking Break
10:40 am - 12:00 pm - Roundtable Session 2
12:00 pm - 1:00 pm - Lunch
1:00 pm - 2:20 pm - Roundtable Session 3
Thursday, October 16, 2025
7:15 am - 8:00 am - Delegate Breakfast
8:00 am - 8:45 am - General Session
8:50 am - 10:10 am - Roundtable Session 4
10:15 am -10:35 am - Networking Break
10:40 am - 12:00 pm - Roundtable Session 5
12:00 pm - 1:00 pm - Lunch
1:00 pm - 2:20 pm - Roundtable Session 6
2:30 pm - 3:15 pm - Annual Business Meeting
5:00 pm - 9:00 pm - Group Dinner
Friday, October 17, 2025
8:00 am - 9:45 am - Closing Breakfast & Speaker
* All times are preliminary and subject to change
Roundtable Forum Topics
- Navigating Leadership Collaboration Between CEO, Staff and Board to Drive Organizational Success
- Attracting, Identifying, and Developing Effective Directors
- Revolutionizing and Harnessing Technology in Enhancing Member Services
- Communication Member-Centric vs Operational-Centric
- Strategic Pathways for Credit Union Expansion and Member Value Enhancement
Basic Information Survey (BIS)
Each participating credit union must submit a Basic Information Survey (BIS). Please use the link below to submit data.
BIS Deadline: Friday, September 26, 2025
Norma Benson Memorial Scholarship
Credit unions with less than $100 million in assets are invited to apply for a scholarship to attend the 2025 Chairs' Roundtable Forum. Scholarships cover the Roundtable registration fee and three nights lodging at the host hotel.
The 2025 Application will be available in July, please email lauren@nacuc.org if you have any questions.
Scholarship Deadline: Friday, August 15, 2025
The Scholarship Committee will review and award one scholarship. Â All applicants will be notified of the status of their application following the deadline.
Disney Exclusive Ticket Savings for NACUC Attendees
You and your traveling party can take advantage of:
- Special Partial-Day Tickets: Dive into the magic after your day's business is done.
- Advance Purchase Savings: Save up to 20% off* on 1-day and multi-day tickets when you buy before your event starts.
- Extra Disney Experience: Multi-day tickets come with an additional dose of Disney fun!
State of Florida Tax Exemptions
Tax Exemption Information - Federal credit unions are exempt from the hotel room & occupancy tax when you pay for rooms directly with a company Federal credit card that is billed to the credit union. The funds cannot be paid from a personal account.
IMPORTANT: The state of Florida has a new process for claiming the tax exemption. The following steps will help you navigate Florida’s process as efficiently as possible; we also highly recommend you begin the process before the conference. If you already have a Florida-granted certificate of exemption, you may use a copy of your existing certificate, which is valid for 5 years.
To claim your state of Florida tax exemption:
Download the Florida application for a certificate of exemption via this website, then complete and mail the form (it cannot be emailed, faxed, or sent through other electronic means) to: Account Management-Exemptions Florida Department of Revenue PO Box 6480 Tallahassee FL 32314-6480
Once Florida receives your completed form, within three weeks they will approve your tax exemption and mail you a certificate of exemption (Florida cannot send it via electronic means).
Note: Keep a copy of your certificate, which is valid for 5 years.
Roundtable Forum Reviews
"Absolute awesome Forum. I would suggest this to any Chair and other board members."
"This is without a doubt the best format of any education program in the industry."
"As a first-time attendee, I gained a lot of knowledge and enjoyed the small group discussions."
2025 ROUNDTABLE SPONSORS
Order Your NACUC Logo Shirt Today & Wear it to the Roundtable Forum!
Men’s & Women’s Lightweight Sport Polo
Men’s & Women’s Lightweight Sport Polo
Cost: $69 each (includes tax & shipping)
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Double-knit jacquard 100% polyester
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Machine wash and dry
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Moisture-wicking and anti-microbial fabric
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UPF 50+ sun protection
For sizing & orders, email:Â lauren@nacuc.org