Annual Strategic Lending Conference

Harrah’s Lake Tahoe
Lake Tahoe, Nevada
July 26 – 29, 2018
 – 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

Harrah’s Lake Tahoe | 15 U.S. 50 | Stateline, Nevada | 89449 | 1- 800-455-4770

  • Book Your Room Online
  • Call Harrah’s Lake Tahoe at 800-455-4770 to book your room
  • Be sure to mention CU Conferences code S07CUC8 to receive the special conference rates.
    (7/25/18 – 7/26/18 are $149 per night and 7/27/18 – 7/28/18 are $249 per night)
  • A discounted resort fee of $10 (currently $23) is additional
  • Rates based on availability
  • If you are unable to book your room at Harrah’s, give us a call at 888-465-6010 for assistance.
Date Investment
On or Before May 24, 2018 $1045
May 25 – June 21, 2018
June 22, 2018 and Beyond $1145
Guest Program $225
Optional Lake Tahoe Cruise (Includes Transportation – Lunch On Your Own) $60 Each

Annual Strategic Lending Conference
Guest Program:

For just $225, your registered guest can enjoy all the pleasures of Harrah’s Lake Tahoe along with the following events:

  • Thursday’s Welcome Reception
  • 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

Thursday, 07/26/18

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. Using The Digital Revolution To Deliver Lending
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. An Untapped Lending Opportunity: The Hispanic Market
Victor Corro, Client Relations Director, Coopera
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“.

Friday, 07-27-18

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. Lending Initiatives: What Is Old Can Be New!
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. Digital Omni-Channel Lending: CU’s Big Untapped Opportunity To Increase Revenue Profitability & Deepen Member Relationships
Meheriar Hasan, CEO/Founder, Terafina
11:10 a.m. – 12:10 p.m. How To Make Educated Decisions To Solve Your Lending Challenges
John Dearing, Partner/Managing Director, Capstone
12:10 p.m. – 1:10 p.m. (GP) Sit-Down Luncheon
1:10 p.m. – 2:10 p.m. CECL:  How To Be Prepared While Avoiding Pitfalls
Thomas Caragher, Sr., Product Manager, Financial & Risk Management Solutions, Fiserv
2:15 p.m. – 3:15 p.m. Lending 101 For Volunteers: Answers To Questions You Haven’t Asked Management
Don Arkell, Senior Consultant, CU Lending Advice
3:15 p.m. – 3:30 p.m. Conference Wrap-Up

Saturday, 07-28-18

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. Focus First: A Proven Process For Evaluating And Prioritizing Options
John Dearing, Partner/Managing Director, Capstone
10:05 a.m. – 11 :05 a.m. Why And How Credit Unions Should And Can “Aggregate To Dominate” The Lending Marketplace
Walt Agius, CEO, Lendsys, LLC
11:05 a.m. – 11:20 a.m. Networking/Refreshment Break
11:20 a.m. – 12:20 p.m. Sourcing More Loans
Gary Hess, President, RTE Financial Services
12:20 p.m. – 12:30 p.m. Day In Review
1:45 p.m. Optional Scenic Lake Tour (Transportation Included) $60

Considered one of South Lake Tahoe’s most entertaining and affordable water activities, the daytime scenic cruise on Lake Tahoe has been voted “Best Cruise in Nevada” by Nevada Magazine. This 2.5-hour scenic cruise is the perfect way to unwind after 3 days of information-packed educational sessions.

As you cruise to Emerald Bay, you’ll learn how it was formed, some of its fascinating history, and enjoy a special video presentation. With plenty of room to spread out and get comfortable, you’ll quickly settle in and find the best place on deck to snap magazine-worthy photos. There is a restaurant and bar on board where you can relax and continue to get to know your fellow conference attendees.

Sunday, 07-29-18

Travel Day – Have A Safe Trip Home!

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