Credit Union Services and Products Conference

September 19 - 22, 2024 | The Westin San Diego Bayview | San Diego, California

Join fellow Board of Directors, Board Chairs, CEOs, Senior Management, Supervisory Committee Members and other credit union leaders from across the country for a three-day intensive exploration of new & proven credit union services and products. 

Earn 12 CPE credits while attending this conference.

Registration & Hotel Information

Conference Registration

We offer an excellent educational return on your conference investment. Register early for best rates.

Guest Program

Our Guest Program, enables your guest to join you during the following conference events: ($299 additional)

Hotel Reservation

Book your room online or call The Westin San Diego Bayview at (888) 627-9033. Be sure to mention CU Conferences to receive rates starting at $269.

Daily resort fee of $25, waived when you book your room, through CU Conferences' Block.

**Valet Parking: $56 per day

Rates are based on availability. If you are unable to book a room, call Karen at 888-465-6010 for assistance.

**Subject to change

Airport and Ground Transportation*


*All rates listed are estimates and subject to change – please check current rates with transportation providers
***Times subject to change

Weather

The weather in San Diego during the month of July is beautiful. The average temperature reaches a high of about 76° during the day and 66° in the evenings. 



The Westin San Diego Bayview

Speaker Information

Kevin Blair, President/CEO
NewGround

Brian Bone, CEO
American Partners FCU

Lynn Giuliani, President/Founder
Progressions, LLC

John Hect, CPA, Managing Director
Artisan Advisors

Tim Nieman, CEO
Dynamic Edge, Inc.

Mike Robins, Chief Operating Officer
Dynamic Edge, Inc.

Conference Agenda

Schedule subject to change. Registered guests are welcome during these (GP) credit union conference events.

Thursday, September 19, 2024

11:30 a.m. - 1:00 p.m.

Conference Registration

1:00 – 1:15 p.m.

Opening Remarks

1:15 – 2:15 p.m. 

Looking at Your Credit Union Through Your Members Eyes


Lynn Giuliani, President/Founder, Progressions, LLC


Only your member truly defines your level of success. Their loyalty, referrals and support are your report card! This session gives you new concepts on how the member feels about and views your credit union. You'll hear from other attendees about their best practices and be able to take back proven means of bringing in new business and retaining existing members for your credit union.

2:15 – 2:30 p.m. 

Networking and Refreshment Break

2:30 – 3:30 p.m.

Protect Assets and Reputation Through Technology


Mike Robins, Chief Operating Officer, Dynamic Edge, Inc.

Tim Nieman, CEO, Dynamic Edge, Inc.

                                               

In 2022, the average ransomware payout was $570,000, up from $312,000 in 2021. Cyber insurance is more important than ever, particularly for financial institutions. However, the insurance application and policy renewal processes become more complicated every day. When executives and board members put insurance matters on “auto pilot,” they place their members’ assets and their credit union’s reputation at a significant risk.

 

This session will identify the critical components of an acceptable cyber insurance policy, discuss the challenges of the annual renewal process, and explain how to collaborate with your provider in the event of a cyberattack. Finally, it will explain the “why” behind key conditions and exclusions, so that executives and board members may make informed decisions.


3:30 – 3:45 p.m.

Daily Wrap Up

5:00 – 6:00 p.m. (GP)

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, PARC Street Partners, and would like to thank them for co-sponsoring the reception. 

Friday, September 20, 2024

 8:00 - 9:00 a.m. 

Breakfast

9:00 - 9:15 a.m. 

Introduction

9:15 – 10:15 a.m. 

Real Estate Lending


Brian Bone, CEO, American Partners FCU


Real estate lending is one of the most important components of a healthy and growing credit unionʼs portfolio. Todayʼs products & services go far beyond what we think of a traditional 30-year mortgage.

Brian Bone will share powerful information that will be valuable for credit unions with no real estate experience as well as for those with existing portfolios.

In this session, you will learn more about:

10:15 – 10:30 a.m. 

Networking and Refreshment Break

10:30 – 11:30 a.m. 

How to “Pass” the NCUA Tech Audit (Without Losing Your Mind!) 


Mike Robins, Chief Operating Officer

& Tim Nieman, CEO

Dynamic Edge, Inc.


For many credit unions, preparing for the NCUA audit conjures images of stressful Supervisory Committee meetings, adversarial debates with your technology team, and frustrating conversations regarding a lack of progress on last year’s deficiencies. It doesn’t have to be that way. This session will recommend a practical, proactive approach to your annual audit. It will help you create a sustainable, repeatable process to prioritize audit findings, budget proactively based on reasonable project scopes, and demonstrate to auditors that you are making consistent progress with internal controls.

 

Finally, it will empower you not only to “pass” the NCUA test, but more importantly, protect your members’ assets from cyber threats and internal/external fraud.

11:35 a.m. – 12:35 p.m.

Profitability – How Do We Remain Sustainable? – Part I


John Hecht, CPA

Managing Director

Artisan Advisors


Earnings are being challenged by higher provisions, and deposits have gotten very expensive. How and where does the credit union respond to these challenges and where is it truly profitable? Can you explain it to your team in a way that everyone will understand how they can personally contribute to performance? Do you really know if your branches, line of business, products and officers are generating an acceptable contribution to profit? See how the pieces fit together using a common framework to form a clear picture of where value is being created from a seasoned financial executive and CPA.

12:35 – 1:35 p.m. (GP)

Group Luncheon

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

1:35 – 2:35 p.m. 

Profitability – How Do We Remain Sustainable? – Part II


John Hecht, CPA

Managing Director

Artisan Advisors


Join John after lunch for the continuation of his presentation on how we remain sustainable.


2:40 – 3:40 p.m. 

Exceeding Member Expectations


Lynn Giuliani, President/Founder, Progressions, LLC


Today's marketplace competition is continually rising.  What is your credit union doing to distinguish itself? Why should a member choose you?


In this session you will learn both practical and invaluable ways to elevate your credit union's image through service excellence, follow up, and genuine ways to develop relationships. All of these mean growth to your bottom line!

3:40 – 3:50 p.m. 

Daily Wrap-Up

Saturday, September 21, 2024

 8:00 - 9:00 a.m. 

Breakfast

9:00 – 9:15 a.m.

Opening Remarks

9:15 – 10:30 a.m.

Leave Tradition Behind: How Other Markets Influence Innovative Design


Kevin Blair, President & CEO, NewGround


Traditional branches are going extinct. Some financial institutions operate under the belief that physical retail branches are no longer needed at all, and that consumers are perfectly fine with utilizing digital technology to meet their banking needs. While traditional retail branches are no longer necessary for many modern consumers, innovative branches that embrace new ideas and philosophies from other markets entirely are experiencing heightened business growth. It’s not about eliminating branches – it’s about innovating them to adapt to modern consumers’ preferences and needs.

 

To find the path forward, financial institutions must look at other markets entirely and evaluate what ’s thriving and why. Retailers like Starbucks, Panda Express, Blue Nile, and more, are still dominating the market and drawing in new customers every single day. Evaluating the branding, storytelling techniques, and innovative marketing methods attracts and engages consumers. Understanding local culture, different demographics, and changing generational perspectives can also reflect the way a financial institution must adapt.

 

There’s much to learn from the markets beyond financial, and only those institutions who are brave enough to learn from them will grow and succeed.

 

Program Highlights:

 

10:30 – 10:45 a.m.

Networking and Refreshment Break

10:45 – 12:00 p.m.

Treasury Management An Underappreciated Source of Deposits


John Hecht, CPA

Managing Director

Artisan Advisors


Where is one of your largest opportunities for long-term profitable deposit growth? If you guessed cash management services, you would be on the right track. Not only is the average business deposit much larger than a retail deposit, but it’s also less rate sensitive and remains on the books longer. Find out more about how to get started to grow this important and valuable source of deposits from a business banking veteran who developed successful programs for several different organizations.

12:00 – 12:15 p.m.

Daily Wrap-Up

Take the Afternoon & Evening to Enjoy the Sites, Sounds & Flavors of San Diego, California

Sunday, September 22, 2024

Travel Day - Have a Safe Trip Home!

Register Early & Save!