Eltropy’s Leadership Summit brings together more than 90 credit union and bank executives around research from Gallup, Callahan, and Filene.
Agentic AI-powered conversations platform Eltropy announced that its annual Leadership Summit will take place 24 to 26 August 2026 at the Monterey Plaza Hotel & Spa. The invitation-only gathering brings together more than 90 C-suite and executive leaders from credit unions and community banks for sessions organised around three themes: the economy, artificial intelligence, and growth.
The summit’s research programming is anchored by Gallup, Callahan, and Filene. Gallup will open Tuesday’s keynote drawing on its research into financial wellbeing and workforce engagement, before returning later in the day to lead a joint strategy workshop with Filene Research.
Callahan will present on the economic signals facing credit union and community bank leaders in the year ahead, while Filene will lead its own session on member connection.
Beyond the sessions, the summit will open with a private dinner inside the Monterey Bay Aquarium’s deep-sea exhibit, and optional activities through the week such as a guided hike at Point Lobos State Natural Reserve, a kayak outing in the Monterey Bay National Marine Sanctuary, and a whale-watching trip during the bay’s peak summer feeding season.
Ashish Garg, Co-Founder and CEO of Eltropy, said: “For most of this event’s history we’ve held it in the mountains. This year we wanted our customers looking out at something that moves. Put that setting next to research from Gallup, Callahan and Filene, and the conversations tend to go further than they would in a hotel ballroom.”
Rob Hoyle, Chief People and Technology Officer at Vantage West Credit Union, said: “The opportunity to collaborate with forward-thinking credit union leaders and learn from organisations like Gallup and Filene delivers value that extends far beyond our time at the summit.”
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