PROCU
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    • Conference Resources
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  • Roundtables
  • Board
  • Pete Snyder Innovation Award
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PROCU

​What is PROCU?

PROCU is a non-profit organization focused on bringing together key leaders from the Investment, Wealth Management and Insurance divisions of Credit Unions.

Each year we host a 2.5 day conference in California with keynote presenters, panels, roundtables, and interactive working sessions.  We pride ourselves on limiting the number of attendees and sponsors to preserve the intimate feeling of the conference and opportunities to network with your peers.

In 2018, we began offering single day Roundtable sessions throughout the year in various locations across the country.  The Roundtables are hosted by Credit Unions and the topics of discussion are be dictated by the you, the attendees.


PROCU
Where the most
influential people
in our business come
to talk.
Reserve your seat at our annual conference today!
Sessions

11

Attendees

120+

Speakers

16

2025 Speakers.

Headshot of speaker Betsy Allen-Manning from Destination Workplace, smiling and facing forward
Betsy Allen-Manning, Destination Workplace
Headshot of Jack Meyers, LPL Institution Client Success, smiling and facing forward
Jack Meyers, LPL Institution Client Success
Headshot of Karen Wilson, LPL Institution Client Success, smiling and facing forward
Karen Wilson, LPL Institution Client Success
Headshot of Tom Hubert, LPL Institution Client Success, facing forward and smiling
Tom Hubert, LPL Institution Client Success
Headshot of Brian Venn, California Credit Union Wealth Management, smiling and facing forward
Brian Venn, California Credit Union Wealth Management
Headshot of Kimberly Sterling, Ameriprise Financial Services, Inc., smiling and facing forward
Kimberly Sterling, Ameriprise Financial Services, Inc.
Headshot of Chris Melton, Ameriprise Financial Services, Inc., smiling and facing forward
Chris Melton, Ameriprise Financial Services, Inc.
Headshot of Jen Shields, Midwood Financial Services, smiling and facing forward
Jen Shields, Midwood Financial Services
Headshot of Priscila Drumond Costa, Raymond James, smiling and facing forward
Priscila Drumond Costa, Raymond James
Headshot of Frank Rehhaut, Kinecta Wealth Management, smiling and facing forward
Frank Rehhaut, Kinecta Wealth Management
Headshot of Holly Grellier, Addison Avenue Investment Services, smiling and facing forward
Holly Grellier, Addison Avenue Investment Services
Headshot of Aaron Williamson, Idaho Central Credit Union, smiling and facing forward
Aaron Williamson, Idaho Central Credit Union
Headshot of Patrick Terrell, Navy Federal Investment Services, facing forward
Patrick Terrell, Navy Federal Investment Services
Headshot of Merrill Stewart, Allegacy Investment Group, smiling and facing forward
Merrill Stewart, Allegacy Investment Group
Headshot of Najib Khan, Langley Wealth Management, smiling and facing forward
Najib Khan, Langley Wealth Management
Headshot of Tim Kehrer, Kehrer Group, smiling and facing forward
Tim Kehrer, Kehrer Group

2025 Sponsors

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  • Home
  • 2025 Conference
    • 2025 PROCU Agenda
    • Conference Resources
  • Conference Sponsors
  • Roundtables
  • Board
  • Pete Snyder Innovation Award