Annual Strategic Lending Conference
Register

Williamsburg Lodge
Williamsburg, Virginia
July 12 – 16, 2017
Register – Brochure

Ask anyone what they think of when they hear “credit union” and they are sure to say “lending”. What should your credit union be doing to generate loans from members of all ages? What kind of loans should you be offering your members to increase your earnings? Join us at our Annual Strategic Lending Conference and benefit from solutions to these questions and much more.

Hotel and Travel Information

Williamsburg Lodge | 310 S. England St. | Williamsburg, Virginia | 23185 | 1- 800-261-9530

  • Book Your Room Online
  • Call the Williamsburg Lodge at 800-261-9530 to book your room
    during the hours of 8:30 a.m. – 5:00 p.m. (EST) Monday – Friday
  • Be sure to mention CU Conferences to receive the special conference rate beginning at $240 per night.
  • Rates based on availability

Receive the Following When You Book Through CU Conferences’ Room Block

  • Complimentary self-parking (Valet available for a fee)
  • Complimentary access to the fitness center at the Spa at Colonial Williamsburg
  • Complimentary access to the Historic Area Shuttle during normal business hours
  • Complimentary in-room wireless Internet access
  • Complimentary wireless Internet access in the meeting room
  • No resort fee
Date Investment
On or Before May 11, 2017 $995
May 12 – June 8, 2017
$1045
June 9th and Beyond $1095
Guest Program $225


Annual Strategic Lending Conference
Guest Program:

For just $225, your registered guest can enjoy all the pleasures of the Williamsburg Lodge along with the following events:

  • Wednesday’s Welcome Reception
  • Thursday’s Sit-Down Breakfast
  • Friday’s Sit-Down Breakfast
  • Friday’s Sit-Down Luncheon
  • Saturday’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

Wednesday, 07-12-17

5:00 p.m. – 6:00 p.m.  Conference Registration
6:00 p.m. – 7:00 p.m. (GP) Welcome Reception: Enjoy cocktails, light dining, and networking with conference participants and guests from around the country and The Ones In Red“.

Thursday, 07-13-17

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. Mortgage Lending
Gary Hess, President, RTE Financial Services
10:05 a.m. – 11 :05 a.m. Developing a National 24/7 Loan Capture Program – Part I
Walt Agius, Managing Partner, CU Lending Edge
11:05 a.m. – 11:20 a.m. Networking/Refreshment Break
11:20 a.m. – 12:20 p.m. Developing a National 24/7 Loan Capture Program – Part II
Walt Agius, Managing Partner, CU Lending Edge
12:20 p.m. – 12:30 p.m. Day In Review

Friday, 07-14-17

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. Investing in Student Borrower Success
Joanne Dashiell, Manager of Professional Services, American Student Assistance
9:50 a.m. – 10:05 a.m. Networking/Refreshment Break
10:05 a.m. – 11:05 a.m. 4 Technologies That Will Completely Transform The Member Experience By 2020
Mark Ryan, Chief Analytics Officer, Extractable
11:10 a.m. – 12:10 p.m. Learn the Secrets of the Fastest Growing Credit Unions In Loan Growth – Part I
Rory Rowland, President, Rowland Consulting
12:10 p.m. – 1:10 p.m. (GP) Sit-Down Luncheon
1:10 p.m. – 2:10 p.m. Learn the Secrets of the Fastest Growing Credit Unions In Loan Growth – Part II
Rory Rowland, President, Rowland Consulting
2:15 p.m. – 3:15 p.m. What Landing Rovers on Mars Taught Us About Making Robust Lending Decisions
Bruce Hoogstraten, President, GEO-San, Inc.
3:15 p.m. – 3:30 p.m. Conference Wrap-Up

Saturday, 07-15-17

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. Disruptive Lending Technologies
Gary Hess, President, RTE Financial Services
9:50 a.m. – 10:05 a.m. Networking/Refreshment Break
10:05 a.m. – 11:05 a.m. Proactively Expanding Your Addressable Loan Market
John Dearing, CFA, Partner/Managing Director, Capstone
11:10 a.m. – 12:10 p.m. The Ultimate Digital Marketing Score Card: 5 Key Data Points Every Financial Organization Should Care About
Mark Ryan, Chief Analytics Officer, Extractable
12:10 p.m. – 12:20 p.m. Conference Wrap-Up

Sunday, 07-16

Travel Day – Have A Safe Trip Home!

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