DCUC Connects Credit Union Leaders and Industry Partners at New York Financial Forum

By DCUC Staff — October 22, 2026

NYSE floor visit highlights October 19–20 gathering focused on collaborationand the value of DCUC membership

NEW YORK, NY — Credit union leaders gained direct access to financial-services experts, peer insights, and new strategic ideas at the Defense Credit Union Council’s (DCUC) Credit Union Financial Forum, held October 19–20 in New York City. Presented with Advisors Equity Group (AEG) as part of DCUC’s CU Collaborations initiative, the invitation-only gathering demonstrated how focused industry partnerships can turn DCUC membership into practical opportunities for stronger institutions and better member service.

A highlight was the opportunity to step onto the floor of the New York Stock Exchange (NYSE). The October 19 program included a VIP tour and the closing bell, giving participants a firsthand view of a major financial market in operation. The Hon. Rodney Hood, former Chairman of the National Credit Union Administration and former Acting Comptroller of the Currency, then led a presentation and discussion. Together, these experiences broadened participants’ perspectives and strengthened relationships across financial services.“Our new ‘DCUC Collaborations’ series transforms DCUC membership into more practical value by bringing credit union leaders together with peers and industry experts,” said Anthony Hernandez, DCUC President/CEO and retired U.S. Air Force Colonel. “These focused conversations help leaders work through challenges, explore new opportunities, and return home with an idea worth pursuing and a relationship they can call on.”The forum reflects DCUC’s commitment to making connections and shared learning a practical membership benefit. Smaller gatherings give participants time to ask detailed questions, compare experiences, and examine how a product or approach might fit their institutions. They also give industry partners a clearer understanding of what credit unions need to serve their members well.“DCUC continues to shape credit union conversations around new ideas and candid discussions, rather than rehashing old ideas,” said Jim Hayes, President/CEO of State Department Federal Credit Union. “DCUC understands the value of those conversations and takes the initiative to make them happen. That is a meaningful benefit of membership and an important investment in the strength of our movement.”The opening day concluded with the Hon. Rodney E. Hood’s fireside chat and a dinner hosted by AEG. The program continued October 20 at Morgan Stanley’s worldwide headquarters, beginning with remarks from Hernandez and Michael T. Rossi, AEG President and Co-Founder.Sessions included presentations by Annexus experts on their unique views on innovation, strategic growth, capital markets, and index solutions; a discussion led by Rossi on alternative approaches to executive compensation and charitable donation accounts; and a presentation by Zeroe CEO Farouk Jivani on organizational readiness for emerging technology. Morgan Stanley hosted a luncheon, providing another opportunity for participants to continue their conversations.“The chance to visit the floor of the New York Stock Exchange was a memorable highlight, and the opportunity to connect with fellow leaders and industry partners gave the gathering lasting value,” said Peter Rice, President/CEO of Hanscom Federal Credit Union. “DCUC is showing leadership by creating settings where we can challenge our thinking, share ideas, and consider how new approaches could improve the member experience. Those relationships help individual credit unions become stronger and keep the entire movement moving forward.”The New York forum builds on DCUC’s broader commitment to peer learning and partnerships that expand member value. Through CU Collaborations, DCUC connects member institutions with the expertise and perspectives of industry system partners, encouraging conversations that can continue well beyond an individual event.“Credit unions have always been strongest when we help one another succeed,” Hernandez added. “DCUC’s role is to create opportunities that turn shared purpose into action. When a conversation leads to a better service, a new partnership, or a different way to solve a problem, it strengthens both the institution and the people it serves.”

1627 Eye Street, NWSuite 935Washington, DC 20006202.734.5007[email protected]

ALERT NewsletterArmed Forces Financial NetworkFinancial Education ResourcesVeterans Benefits Banking Program

Originally reported by DCUC.