Mainsail Trim

07/17/2026

06/26/2026

We had an incredible time connecting, learning, and sharing insights at the 36th Annual ACUARP Insight Summit in Chicago! 🏙️

From deep-dives into modern challenges like AI Risks in New Accounts and Loan Underwriting to networking with the brightest minds in credit union auditing, this year's summit was one for the books.

A huge thank you to everyone who stopped by the Mainsail Trim booth to chat about how we navigate evolving regulatory waters together. We’re already looking forward to the next one! ⛵️📈

06/24/2026

AI is changing the game for lending—but are you protected against the blind spots? 🤖💡

Tomorrow, Mainsail Trim's very own Jeff Davis is taking the stage at the 36th Annual Insight Summit in Chicago! He’ll be diving deep into a topic every credit union leader needs on their radar right now: “AI Risks in Loan Underwriting and New Accounts.”

If you're attending, you won't want to miss this crucial conversation on navigating technology safely without sacrificing growth.

🗓️ When: Thursday, June 25th | 11:00 AM – 12:00 PM
📍 Where: Gold Coast Room, Hyatt Regency Downtown
🤝 Sponsored by: Baker Tilly & Moss Adams

Drop a comment if you're at the summit this week—we’d love to connect! 👇

05/11/2026

05/01/2026

Mainsail Trim is offering FREE ADMISSION to the first SIX people who comment "THRIVE" below!

Requirements:

Must be a Southern CA resident
Working in a Credit Union

The event is on May 15, 2026, at the Queen Mary, Long Beach. This isn't just any conference, but a comprehensive experience packed with informative speakers. The lineup includes experts discussing crucial topics from cybersecurity governance for CEOs to Medicare and the impact of federal rescheduling. Check out the schedule to see the full list of presenters. Continental breakfast is included from 8:30 to 9:00, and lunch is at noon.

*Confirmation of employment will be required.

04/10/2026

Get ready to dive deep into the future of credit union security! 🚀

We are thrilled to announce that Jeff Davis will be taking the stage at the 2026 Jacksonville CU Strategy Summit. As AI continues to reshape the financial landscape, understanding the fine line between innovation and vulnerability is more critical than ever.

Jeff will be breaking down the complexities of “AI Risks in New Accounts and Loan Underwriting,” providing actionable insights to help your institution stay ahead of emerging threats while optimizing your lending processes.

📅 Session Details:
Date: Monday, April 13th, 2026
Time: 8:45 am – 9:30 am
Location: Hyatt Regency Waterfront | Jacksonville, FL

Don't miss this opportunity to sharpen your strategy and network with the best in the industry. See you in Jacksonville!

03/25/2026

We’ve assembled an incredible lineup of industry experts to dive deep into the most pressing topics facing credit unions today. Whether you’re joining us on the historic Queen Mary or tuning in virtually, you’ll gain actionable insights to help your institution lead the way in 2026.

⚓ Event Highlights:
Cybersecurity Leadership: Shane Naugher on why cyber risk is a boardroom priority.
Cannabis Banking: Robert Baron on building compliant, sustainable programs.
Audit & Operations: Expert perspectives from the Mainsail Trim West Coast Team.
Member Wellness: Stanton Furness & Maricela Jauregui on navigating Medicare solutions.

📅 Details:
When: May 15, 2026 | 8:30 am – 3:00 pm
Where: The Queen Mary, Long Beach OR Virtual
Perks: Continental breakfast and lunch provided for in-person attendees!

Don’t miss this chance to network with peers and prepare your team for the future.

Secure your spot today!

https://mainsailtrim.com/credit-union-thrive-2026

03/18/2026

Ready to take your credit union’s operations to the next level? 🚀

Join us for Credit Union Thrive 2026! This is a premier opportunity to gain high-level insights from the Mainsail Trim West Coast Team. Whether you're looking to tighten your internal audits, master BSA/fraud prevention, or streamline back-office processes, our expert speakers have the decades of experience to help you succeed.

Set against the iconic backdrop of the Queen Mary in Long Beach, it’s a day designed for professional growth, networking, and strategic planning.

📅 Event Details
Date: May 15, 2026
Location: Queen Mary, Long Beach
Time: 8:30 am – 3:00 pm
Perks: Continental breakfast (8:30–9:00 am) and lunch at noon are on us!

🎤 Featured Speakers
Oscar Covarrubias: Internal Audit specialist with 15+ years of experience.
Charith Hettiarachchi: Expert in BSA, fraud prevention, and banking audits.
Jenny Lucio: Operations veteran with over 25 years of back-office expertise.

Don’t miss out on the insights that will help your credit union thrive this year. Space is limited—secure your spot today!

03/11/2026

Get ready to elevate your credit union’s strategy at Credit Union Thrive 2026!

Join industry experts Stanton Furness and Maricela Jauregui for an insightful deep dive into "Medicare: Doing What’s Right for Members and the Credit Union." This is a must-attend session for anyone looking to better serve their members while strengthening their institution's impact.

Set against the iconic backdrop of the Queen Mary in Long Beach, it’s going to be a day of high-value networking and actionable takeaways. Plus, we've got you covered with a continental breakfast to kick things off and lunch to keep the momentum going!

Event Details
When: May 15, 2026
Time: 8:30 am – 3:00 pm
Where: Queen Mary, Long Beach
Perks: Continental Breakfast (8:30–9:00) & Lunch (12:00)

Don’t miss out on this opportunity to thrive. See you on the ship! 🚢

03/04/2026

Ready to dive into the future of cannabis banking? 🚢

Join us at Credit Union Thrive 2026 on May 15th for an exclusive session with Robert Baron, Chief Experience Officer and a leading CAMS-certified expert. If you’re looking to launch or scale a compliant, sustainable cannabis program within your credit union, this is the room you need to be in.

Robert has built one of the largest programs in the nation, and he’s sharing the blueprint for navigating regulatory risks and driving growth in this evolving space.

Set against the iconic backdrop of the Queen Mary in Long Beach, it’s going to be a day of high-level insights, networking, and strategy.

📅 Event Details:

When: May 15, 2026 | 8:30 am – 3:00 pm
Where: Queen Mary, Long Beach
Fuel: Continental breakfast starts at 8:30 am; Lunch is served at noon.

Don't miss the chance to learn from the best in the business. See you there!

https://mainsailtrim.com/credit-union-thrive-2026