Conference Agenda

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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.

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 services and products

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 Participations: Maximizing Opportunities

Walt Agius, CEO, CU Sol, LLC, A Collaborative CUSO

When working collaboratively, credit unions can assure that everyone can access a sustainable pool of loans to manage and control yield and portfolio mix. The end result will positively and permanently impact financial – and ratio performance, month after month, and year after year, regardless of extraneous and uncontrollable market conditions and events.

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.

Topic TBD

Presenter TBD

2:40 – 3:40 p.m.

Optimizing Self-Services Channels for a Digital Age

Gene Pranger, Fintech Expert, Entrepreneur & Investor, Founder/CEO, BankOn Mobile Video

In an increasingly mobile-first world, credit unions face high expectations for self-service channels. As the father of the first personal teller machines (PTMs), Gene 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 – 9:05 a.m.

Opening Remarks

9:05 – 10:05 a.m.

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

Dan Kramer, Executive Vice President/Government and Community Affairs, 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.

10:05 – 10:20 a.m.

Networking and Refreshment Break

10:20 – 11:20 a.m.

Maximizing Market Opportunities

Walt Agius, CEO, CU Sol, LLC, A Collaborative CUSO

Every credit union wants more loan business. Even if youʼre close to being maxed out, how do you assure youʼll be able to maintain loan flow and keep the ratios in line in the future?

Loan participations as a product/service may be the wave of the future in terms of creating ongoing revenue pools for originators as well as purchasers, while also keeping needed income and capital within the credit union movement.

This presentation will explore the ins and outs, advantages, possibilities and challenges of loan participations. Youʼll take home examples and strategies that can be implemented almost immediately.

11:25 a.m. – 12:25 p.m.

Roundtable Discussion

12:25 – 12:45 p.m.

Daily Wrap-Up

Take the Afternoon & Evening to Enjoy the Sites, Sounds & Flavors of Austin!

Sunday, September 26, 2021

Travel Day. Have a safe trip home!