Conference Agenda

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Although there is space available for the conference, the Hotel del Coronado is sold out.
Please wait to register for the conference until you have found an alternate hotel.

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.

Monday, October 17, 2022

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.

Building a Sustainable Multi-Channel Lending Program

Walt Agius, CEO, CU Lending Edge

Understand how implementing a multi-channel lending program can accomplish your strategic, as well as annual tactical lending goals, year after year.

Learn how you can cost-effectively develop and implement a well-rounded lending program that consistently generates the loans you want, month after month, and year after year. Discover how to improve and maintain a quality loan portfolio and loan-to-share ratios to your exact specifications, regardless of your asset size or field of membership.

There’s no big mystery here, folks. Walt is talking common sense, practical and easily implementable strategies, and processes.

2:15 – 2:30 p.m.

Networking and Refreshment Break

2:30 – 3:30 p.m.

Ten Steps to Attract New Members and New Money Post COVID

Celeste Cook, President/CEO, cuStrategies, LLC

As the Baby Boomers retire and member loyalty is becoming diluted in a more complex landscape due to COVID-19, credit union leaders must become more innovative and intentional to attract new members and new money.

  • Explore how our economic landscape is impacting credit unions post COVID-19

  • Identify innovative products, services, and programs that can help you capture more loans and new members

  • Discover proven business development strategies that can help you attract new members and new money

  • Identify key marketing strategies that drive growth

  • Determine the best approach to attract Millennials and Gen Zs—the next generation of revenue

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.

Tuesday, October 18, 2022

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.

Exceeding Member Expectations

Lynn Giuliani, President/Founder, Progressions, Inc.

Only your members define your true success, by their loyalty, referrals and repeat business. Their choice of using your credit union to help them with their financial needs is what makes your credit union grow. To earn that choice, you must be ahead of your competitors in service, products, and delivery.

Lynn will explore a new way of exceeding member expectations by going beyond the norm. Brisk table exchanges and new ideas will send you back to your credit unions with stimulating initiatives.

10:15 – 10:30 a.m.

Networking and Refreshment Break

10:30 – 11:30 a.m.

Digital Communications

Ashish Garg, Founder & CEO, Eltropy

Omnichannel - Now, more than ever, communicating with your members is essential, and Eltropy is the best solution for communication across all channels. Discover how financial institutions can manage their marketing, reviews, loans, payments & much more. The demonstration includes a breakdown of our product, our growth as a company and the trajectory we’re on, use cases & integration. Come and find out why we’ve been endorsed by 29 of the 31 state credit union leagues.

11:35 a.m. – 12:35 p.m.

Profitaibility - Where Do We Really Make Money?

John Hecht, President, J. Hecht Consulting

How and where is your credit union making money? Can you explain it to your team in a way that everyone will understand how he or she 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.

  • Best practices for profitability system design

  • A high level scorecard of their existing profitability approach and metrics

  • Understanding and overcoming common profitability myths

  • What NOT to do when measuring profitability or buying vendor systems

  • Key profitability questions to address in a Post-COVID environment

  • Communication guidance for effective discussions on profitability at all levels

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.

Revitalizing Your Branch Delivery Network for Growth

Kevin Blair, CEO, NewGround

The rapid branch expansion we’ve seen in years past is not a common operating mode or widely adopted business strategy in today’s economy. Instead, the market trend has shifted focus to existing facilities and what can be done to optimize every consumer touch point within these branches to increase engagement and sales. Increased scrutiny on capital preservation has reborn the development of retail design strategies that maximize branch effectiveness while minimizing capital investment. Learn what retail delivery strategies are working today, as well as, what tactics to avoid.

• Discover how your brand and brand delivery is seen from the eyes of your most precious asset, the member

• Learn a strategy that is taking the industry by storm and is recreating and revitalizing banking at every consumer touch point

• Explore new directions for communicating to the consumer within your current retail network

2:40 – 3:40 p.m.

Enhancing Member Experience in a Digital World

Celeste Cook, President/CEO, cuStrategies,, LLC

In an ever-changing landscape post COVID-19, credit unions must continue to find ways to enhance the member experience through seamless digital experiences. Explore what you can do to remain relevant in a digital world.

  • Understand how COVID-19 has changed the way members do business

  • Determine the best approach to strengthen relationships with members in a digital world

  • Discover innovative strategies to enhance the digital experience

  • Learn what you can do to attract Millennials and Gen Z’s using digital strategies

3:40 – 3:50 p.m.

Daily Wrap-Up

Wednesday, October 19, 2022

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.

Better Presentations, Pitches, and Productivity: How to Engage Your Audience with Great Meetings

John P. David, President, David PR Group

We have all been there. We arrive at a meeting with a sense of dread. Perhaps the agenda's a mess, the goals are a fool's errand, or the presenter is notoriously long-winded – and we start to wonder why we are even there. We have all come to dread meetings and some experts have even labeled them pure productivity killers. John David reviews lessons learned from great elevator pitches and engaging board meetings as well as trade secrets from sales wizards, training gurus, and those seeking venture capital funding. He presents tips on creating a solid agenda, keeping attendees engaged, and building presentations that pop.

10:30 – 10:45 a.m.

Networking and Refreshment Break

10:45 – 12:00 p.m.

Utilizing a CUSO Structure to Create Ongoing Non-Interest Revenue

Walt Agius, CEO, CU Lending Edge

Participants will learn about the CUSO structure and specific opportunities that can generate significant recurring additional bottom line revenue for CUSO Owners. Whether wholly owned or in a multi-CU owned collaborative structure, opportunities abound for credit unions to serve themselves, each other and members, with a wide array of products and services opportunities that are appealing to Credit Unions and members.

12:00 – 12:15 p.m.

Daily Wrap-Up

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

Thursday, October 20, 2022

Travel Day. Have a safe trip home!