Conference Agenda

Home . Agenda . Location . Speakers

The Credit Union Services and Products Conference is full of timely sessions packed with fresh ideas and innovative solutions to the issues facing today’s credit unions.

Thursday, September 23, 2021

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

Earn 12 CPE credits while attending this conference.

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

Conference Registration

1:00 – 1:15 p.m.

Opening Remarks

1:15 – 2:15 p.m.

What is Your Members' True North?

Anne Legg, Founder, Thrive

The member/consumer is the ultimate end-user of the data, so creating a data transformation plan that focuses on the end-user is critical for success. Start with, “What problem does your credit union solve for its member?” Understanding why your member engages with your credit union will also help understand the friction you may be unknowingly putting in the engagement path. What is the member ecosystem you provide to help your member achieve their goals? When you connect your data, you want to have a member-centered use case. This data use case should be your membersʼ true north.

This session will provide a unique perspective to the members engagement and provide a framework to help credit unions create revolutionary member relationships. Three distinct session aims:

• Gain clarity and definition on the four financial problems a credit union solves for its members

• Gain understanding of the member user experience (MUX), ecosystem as common friction, and disrupters

• Understand elements of member data use case and how this can be used to create revolutionary member relationships

2:15 – 2:30 p.m.

Networking and Refreshment Break

2:30 – 3:30 p.m.

The Weaponization of Technology: Why Your Payments Program is at Risk

Patrick Dix, Vice President of Strategic Alliances, Shazam

Faster payments. What does it mean? Thereʼs much discussion and news headlines about building a faster payments system. But how will it work for your credit union? Weʼll look at practical applications of faster payments in lives of our consumers and address the technologies you may need and the risks youʼll want to think about as we race toward the future of faster payments.

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, OM Financial, and would like to thank them for co-sponsoring the reception. Learn more about OM Financial.

Friday, September 24, 2021

8:00 – 9:00 a.m. (GP)

Sit-Down Breakfast

Join us for a hearty sit-down breakfast. Registered guests are welcome to attend.

9:00 - 9:15 a.m.


9:15 – 10:15 a.m.

Credit Unions 2030: From Artificial Intelligence to Generation Z

John P. David, President, David PR Group

Emerging technology is critical for the short and long-term health of credit unions. Itʼs important that you are up-to-date on the latest technologies to best serve your members. Join John for an in-depth look at the importance for credit union board of directors, executives and staff members to have a better understanding of whatʼs in store.

10:15 – 10:30 a.m.

Networking and Refreshment Break

10:30 – 11:30 a.m.

Digital Card Issuance

David Shipper, Senior Analyst - Debit, Credit and Pre-Paid Card Issuance, Aite Group

With so many debit and credit card products available in the marketplace, it is more important than ever for issuers to obtain and retain top-of-wallet status. By providing immediate or fast access to the card or card information with digital card issuance, issuers can maximize the member experience, improve the position of the card in a mobile wallet, and increase overall card usage.

Learn the answers to questions like…

• What is digital card issuance?

• What are the benefits?

• What trends will make digital car issuance a “must-have” functionality?

• How can digital card issuance help grow card penetration, activation, & usage?

• What are some key considerations to launch digital card issuance?

11:35 a.m. – 12:35 p.m.

Loan Participation

Walt Agius, CEO, CU Lending Edge

This presentation will explore the ins-and-outs, advantages, possibilities, and challenges/opportunities of consumer loan participations. And the very name of the process, “Participation” screams collaboration and aggregation, which are not foreign or obtuse concepts for Credit Unions.

Just about every credit union wants more loans on their books and the corresponding income. But most CUs are limited to loan origination growth in their existing field-of-membership, or, they don’t have the internal resources to be able to open and manage new markets. Loan participation opportunities may be your answer.

For those CUs that are close to being maxed out, how do you assure you'll be able to maintain loan flow and keep the ratios in line in the future? And why would you ever stop originating and acquiring new members, just because you are maxed out? A number of larger CUs originate to sell today. They have their own protected networks of buyers and the rest of the market is left to fend for themselves, and/or typical participation pool purchase requirements don’t allow much flexibility in terms of pool sizes or loan requirements.

Loan participations as an aggregated product/service is the wave of the future in terms of creating ongoing revenue pools for originators to sell and participate, as well as for providing access to participation loans to purchasers.

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.

Time to Rebalance: A Realignment for Growth

Kevin Blair, CEO, NewGround

There’s a new banking normal taking shape. The pandemic has accelerated trends already underway in financial services and retail delivery. As innovative thought leaders, we surveyed 1,200+ consumers across the nation to get their attitudes on using branches in today’s world, and captured their feelings on using them in the future. Teaming up with Goldman Consulting & Strategy, a highly respected and independent financial services research firm, we have uncovered fascinating data through our New Branching Normal Survey.

As a result, we have reached the tipping point which has radically altered consumer and employee behaviors forever. Organizations must realign their retail and corporate workplace strategies to replace ones that are now obsolete or irrelevant. This reset process begins by realigning your leadership team around your new vision of the pathway forward.

Learn more about our research findings in our exclusive ReBalance 2021 presentation to learn how to optimize your delivery channels, tweak your branch design, and propel your organization forward to unprecedented success.

Session Highlights:

  • What just happened?

  • What does the New Branching Normal Survey show us?

  • What are post-COVID19 consumer perceptions and concerns?

  • How do these perceptions impact business strategy going forward?

  • What are the short-term & long-term implications to the consumer experience?

  • What should we do about it?

2:40 – 3:40 p.m.

Optimizing Self-Services Channels for a Digital Age

Jed Taylor, President, POPi/o

In an increasingly mobile-first world, credit unions face high expectations for self-service channels. As one of the original creators of the first personal teller machines (PTMs), video banking expert Jed Taylor will look at the role of such technologies, as well as remote call centers, mobile video conferencing, and more, in a digital age.

3:40 – 3:50 p.m.

Daily Wrap-Up

Saturday, September 25, 2021

8:00 – 9:00 a.m. (GP)

Sit-Down Breakfast

Join us for a hearty sit-down breakfast. Registered guests are welcome to attend.

9:00 – 9:15 a.m.

Opening Remarks

9:15 – 10:30 a.m.

Accelerate Growth: The Secret to Attacking Products and Services

John Dearing, Partner/Managing Director, Capstone

Offering the right services & products to your members plays a crucial role in the success of your credit union. How do you know if you are offering the right ones? You want to make sure you are not missing out on untapped opportunities or, worse, failing to provide key services to members. The secret to success is anticipating the demands of your members (and potential members). What do they want today, and what will they want 10 years from now? John will explore how to determine which product/service mix is right for your credit union and its members.

• Considering your growth strategy

• How to take your credit union to the next level

• Assessing current capabilities & product/service mix

• Understanding what your members really want

How and when to add new products and services

10:30 – 10:45 a.m.

Networking and Refreshment Break

10:45 – 12:00 p.m.

Multi-Channel Lending - Maximizing Market Opportunities

Walt Agius, CEO, CU Lending Edge

Why is every credit union not at point of sale in every retailer? On the web? Scouring the market for refinance opportunities? Creating alternate brands to capture more loan (and other) business?

When working collaboratively, credit unions can assure that everyone can access and consistently capture and meet their loan growth objectives. The Multi-Channel approach generates a sustainable pool of loan opportunities, eliminating field of membership barriers, allowing each participant to effectively manage and control their yield and portfolio mix.

The end-result is a positive and permanent financial – and ratio performance impact, month after month, and year after year, regardless of extraneous and uncontrollable market conditions and events.

In this session, we'll explore the ins and outs and key benefits and opportunities of how credit unions can collaborate and at least aggregate on a Multi-Channel Lending platform for the sole purpose of generating a constant flow of quality loans. You'll take home examples and strategies that can be implemented almost immediately to increase your income and loan-to-share ratios, allowing you to meet your goals to better serve your members.

12:00 – 12:15 p.m.

Daily Wrap-Up

Take the Afternoon & Evening to Enjoy the Sites, Sounds & Flavors of Las Vegas, Nevada!

Sunday, September 26, 2021

Travel Day. Have a safe trip home!