Annual Strategic Lending Conference
Register

Hyatt Regency Sonoma Wine Country
Santa Rosa, California
July 15 – 18, 2019
Register
Brochure

Hotel and Travel Information

Hyatt Sonoma Wine Country | 170 Railroad Street | Santa Rosa, California | 95401 | 1- 707-284-1234

  • Book your room online
  • Call Hyatt Regency Sonoma Wine Country at 707-284-1234.
  • Be sure to mention CU Conferences to receive the special conference rates.
    Rates starting at $269.
  • Rates based on availability
Date Investment
On or Before May 9, 2019 $1095
May 10 – June 13, 2019
$1145
June 14, 2019 and Beyond $1195
Guest Program $225
Optional Wine Excursion $60


Annual Strategic Lending Conference
Guest Program:

For just $225, your registered guest can enjoy all the pleasures of Hyatt Regency Sonoma Wine Country along with the following events:

  • Monday’s Welcome Reception
  • Tuesday’s Sit-Down Breakfast
  • Tuesday’s Sit-Down Luncheon
  • Wednesday’s Sit-Down Breakfast

Who Will Attend?

  • Lending Managers
  • CEOs
  • Directors
  • Board Chairs
  • Supervisory Committee Members
  • Senior Management
  • Committee Members
  • Marketing Managers
  • Business Development Managers

Agenda – Subject to Change

Monday, 07/15/19

11:30 a.m. – 1:00 p.m. Conference Registration
1:00 p.m. – 1:15 p.m. Opening Remarks
1:15 p.m. – 2:15 p.m. How to Stay Relevant in a Competitive Lending Space
Don Arkell, Senior Consultant, CU Lending Advice
2:15 p.m. – 2:30 p.m. Networking/Refreshment Break
2:30 p.m. – 3:30 p.m. How to Partner with Fintechs to Boost Lending
John Dearing, Partner/Managing Director, Capstone
3:30 p.m. – 3:45 p.m. Day In Review
5:00 p.m. – 6:00 p.m. (GP) Welcome Reception: Enjoy cocktails, light dining, while networking with conference participants and guests from around the country and “The Ones In Red“.

Tuesday, 07-16-19

7:45 a.m. – 8:45 a.m. (GP) Sit-Down Breakfast
8:45 a.m. – 8:50 a.m. Opening Remarks
8:50 a.m. – 9:50 a.m. Get the Monkey Off Your Back! How to Make Educated Decisions and Solve Problems
John Dearing, Partner/Managing Director, Capstone
9:50 a.m. – 10:05 a.m. Networking/Refreshment Break
10:05 a.m. – 11:05 a.m. Lending by the Numbers and How to Grow Those Numbers
Gary Hess, President, RTE Financial Services
11:10 a.m. – 12:10 p.m. Where Does Innovation Grow?
Craig McLaughlin, Co-Founder/CEO Extractable
12:10 p.m. – 1:10 p.m. (GP) Sit-Down Luncheon
1:10 p.m. – 2:10 p.m. Of Course We Offer Student Loans! We’re People Helping People
David Rodriquez, Manager, Strategic Partnerships, Student Choice
2:15 p.m. – 3:15 p.m. Generating Solid Loan Growth in Tough Times
Lynn Giuliani, President Progressions, Inc.
3:15 p.m. – 3:30 p.m. Conference Wrap-Up

Wednesday, 07/17/19

7:45 a.m. – 8:45 a.m. (GP) Sit-Down Breakfast
8:45 a.m. – 9:00 a.m. Opening Remarks
9:00 a.m. – 10:00 a.m. Building a Sustainable Multi-Channel Lending Program
Walt Agius, CEO, Lendsys, LLC
10:05 a.m. – 11 :05 a.m. Lending Disruptors
Don Arkell, Senior Consultant, CU Lending Advice
11:05 a.m. – 11:20 a.m. Networking/Refreshment Break
11:20 a.m. – 12:20 p.m. The Ultimate Digital Marketing Score Card: 5 Key Data Points
Mark Ryan, Chief Data Strategist, Extractable
12:20 p.m. – 12:30 p.m. Day In Review

Thursday, 07/18/19

Travel Day – Have A Safe Trip Home!

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