Conference Agenda
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.
Earn 12 CPE credits while attending this conference.
Schedule subject to change. Registered guests are welcome during these (GP) credit union conference events.
Thursday, September 21, 2023
Breakfast on Your Own
Enjoy a hearty breakfast at your leisure in the hotel's breakfast area as part of your hotel reservation.
11:30 a.m. - 1:00 p.m.
Conference Registration
1:00 – 1:15 p.m.
Opening Remarks
1:15 – 2:15 p.m.
Topic and Presenter TBD
2:15 – 2:30 p.m.
Networking and Refreshment Break
2:30 – 3:30 p.m.
Topic and Presenter TBD
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.
5:30 Kickback
Continue networking with fellow attendees while enjoying hot food, beer, wine, and mixed drinks as part of your hotel reservation. Kickback ends at 7:00 p.m.
Friday, September 22, 2023
Breakfast on Your Own
Enjoy a hearty breakfast at your leisure in the hotel's breakfast area as part of your hotel reservation.
9:00 - 9:15 a.m.
Introduction
9:15 – 10:15 a.m.
Topic and Presenter TBD
10:15 – 10:30 a.m.
Networking and Refreshment Break
10:30 – 11:30 a.m.
Topic and Presenter TBD
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.
Best practices for profitability system design
Understanding and overcoming common profitability myths
What NOT to do when measuring profitability or buying vendor systems
Key profitability questions to address in a high interest rate and inflationary environment
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.
Metrics that matter – Key Performance Indicators (KPIs)
Communication guidance for effective discussions on profitability at all levels
A high-level scorecard for your existing profitability approach and metrics
2:40 – 3:40 p.m.
Topic and Presenter TBD
3:40 – 3:50 p.m.
Daily Wrap-Up
5:30 Kickback
Be sure to take advantage of this time to network with fellow attendees while enjoying hot food, beer, wine, and mixed drinks as part of your hotel reservation. Kickback ends at 7:00 p.m.
Saturday, September 23, 2023
Breakfast on Your Own
Enjoy a hearty breakfast at your leisure in the hotel's breakfast area as part of your hotel reservation.
9:00 – 9:15 a.m.
Opening Remarks
9:15 – 10:30 a.m.
Topic and Presenter TBD
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 Santa Fe, New Mexico
5:30 Kickback
Be sure to take advantage of this time to network with fellow attendees while enjoying hot food, beer wine, and mixed drinks as part of your hotel reservation. Kickback ends at 7:00 p.m.