Conference Registration

Opening Remarks

Closed Loop Multi-Channel Lending

Walt Agius, Founder, Lendgistics

Creating a never-ending stream of new loan origination and existing as well as member capture and liquidity that keeps you consistently in the marketplace. Balancing risk, reward and ALM with the right mix of asset classes, yields, and terms, utilizing state-of-the-art loan risk mitigation processes, products, and strategies to meet your current and ongoing strategic and tactical objectives. Oh, and one more cutting edge (non-lending) product/service that every CU should be looking at to add and secure ongoing member growth and retention. 

Networking and Refreshment Break

How to Expand Your Product, Service and Technology Toolkit

John Dearing, Partner/Managing Director, Capstone

When something is being built, whether in the physical or digital environment, successful completion often requires specialized tools and skills. Builders hire subcontractors so they have the specific expertise on the team or complement their own resources. Credit unions can do the same thing with the right partnerships and collaborations. Learn how these relationships can gain your CU access to the tools and talents to expand services, be more efficient, and cut costs.

Daily Wrap Up

Welcome Reception

Join us for cocktails, light dining, and great conversation. Registered guests are welcome to attend.

CU Conferences is grateful for the support of its sponsor, OM Financial, and would like to thank them for co-sponsoring the reception. Learn more about OM Financial.

Introduction

Leveraging Partnerships to Add the Right Products

John Dearing, Partner/Managing Director, Capstone

Good partnerships create mutually beneficial relationships, while also providing new opportunities and reducing risk. Partnerships and CUSOs are great ways for credit unions to offer members the products, services, and solutions they want - now and in the future.

Networking and Refreshment Break

Power of the Cloud: Myths and Trends for Business in the Cloud

Patrick McElhenie, Chief Sales Officer, Trellance

Cloud technology is here, and you are floating in it every day. There are many advantages to doing business in the cloud and several myths that prevent credit unions from investing in cloud technology. In this session, the myths will be debunked, and clear advantages will be shared as to why your credit union should be soaring in the cloud. 

Student Loan Pause. Repayment Extension and Forgiveness!

Bill Ayers, Head of Campus Development, College Ave Student Loans and Veronica Herrera, Director of Product, Core Credit Services, Experian

Few financial topics have gotten as much attention over the past two years than student loans. With Federal student loan interest resuming on Sept. 1, 2023, and payments due in October, what better time than now to discuss the challenges facing the sizable population of student loan borrowers. This population goes well beyond students currently attending college and includes every generation including Boomers!

With an emphasis on private funding options and consumer credit management, this session will provide a summary of services credit unions can offer their members.

As the burden of student loan debt continues to grow, equipping your members with the knowledge and skills to effectively manage their finances is essential for their long-term financial well-being.

This session will cover:

• Update on recent student loan news, announcements, and considerations for your credit union members

• The results of an analysis of credit unions borrowers with student loan debt

• How your members obtain the financing they need, discuss the best time for members to refinance existing loans, and most importantly, tools to manage their credit

• The many Experian free and paid services aimed at assisting your members understand and better manage their credit and scores

Group Luncheon

Join us for lunch. Registered guests are welcome to attend.

Surviving or Thriving?

Bill Farley, President/CEO, aCUmen America, LLC

With rapidly changing technology and innovation, comes a whole new arena of risk…and those risks are more complex and more rapid than ever before. Understand the risks you have today, those that are evolving, and how they can be assessed, managed, and mitigated.

Assess Everything, Assume Nothing

Elizabeth Rider, Chief of Staff, On The Mark Strategies

Every organization, every credit union, has blind spots. Left unaddressed over time, these blind spots can grow and kill your credit union's growth. The key to getting ahead in today's competitive market is not flashy AI technology or data analytics software. It's assessment. Assessment reveals your unique blind spots and shows you how to fix them. This session will examine the three areas top performing credit unions today assessing today: your board, your marketing and your leadership. 

Participants will learn: 

• How to increase efficiencies through assessment

• The leadership tool that is transforming credit union teams across the country

• Where and how to start assessing your credit union

Daily Wrap-Up

Opening Remarks

Community and Market Development

Bill Farley, President/CEO, aCUmen America, LLC

According to a recent study by the Filene Research Institute, the next generation of credit union members consider aligning with organizations that have a common purpose to be one of their biggest priorities. In this session, we will review playbooks for both community AND market development that will differentiate your credit union for positive positioning. 

Networking and Refreshment Break

Take Your Best Shot: Next Best Action with Data Analytics

Patrick McElhenie, Chief Sales Officer, Trellance

Banks and FinTechs are creating relevant and personalized experiences based on data insights that deliver value and steer clients towards a NEXT BEST ACTION.  Insights gained through predictive analytics are opportunities based on data that can be turned into actions. However, these insights are only as good as the data collected.  Learn what credit unions can do to get into the action of NBA.

Daily Wrap-Up