Conference Agenda

Home . Agenda . Location . Speakers

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

Thursday, December 3, 2020

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.

Emerging Trends in Our Financial Space - Emerging Opportunities for CUSOs

Walt Agius, CEO, CU Sol, LLC

New Financial products and services are emerging faster than financial institutions, and in some cases, even faster than consumers can adopt the products and services. The fact is that credit unions are way behind the market, and in the past while not doing something trendy may have saved a few of us from getting in trouble, in the future, trouble is more likely to come in the form of not adopting these products and services fast enough. The CUSO structure is the credit union movements’ gift and opportunity for credit unions to unite, minimize individual risk and exposure, and to truly capitalize on nearly any and every potential market opportunity to serve your members. In this session, you’ll hear about some innovative services that you likely know nothing about, but your members do, that Fintech providers are developing and implementing right under our noses, stealing our members and potential members, and how we can unite under the CUSO structure to compete, as well as beat the competition with credit union branded programs.

2:15 – 2:30 p.m.

Networking and Refreshment Break

2:30 – 3:30 p.m.

Loan Results Feeling Infected? Grow Earning Assets While Sharing Loan Risk in a Post COVID Reality

Bill Beardsley, President/CEO, Michigan Business Connection, LLC

Stuck on the hamster wheel of indirect car loans, or feeling the effects of COVID with your loan generation results?

Explore the new reality of commercial loan participations, what COVID-19 taught us and how CUSOs can help or hurt your bottom line in a virus infected world.

Bill Beardsley will review current industry data and outlook with commercial participations, risks and rewards to participation lending with CUSOs, how to get started, sources for loans and crucial due diligence steps. We’ll discuss regulator expectations and policy and documentation priorities and join in roundtable discussions from those in the room already engaged in participations.

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, December 4, 2020

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 – 10:15 a.m.

Entrepreneurialism in Credit Unions?!

Walt Agius, CEO, CU Sol, LLC

Credit unions are generally not known as great entrepreneurial entities, but if the smaller and mid-size credit unions are going to survive, and more importantly, thrive, they need to change and become more entrepreneurial. Let’s face it, a small or mid-sized credit union is a small business in our marketplace. And small businesses are by nature entrepreneurial. Entrepreneurs know the value of not recreating the wheel. They know the value of not overlapping resources. And they understand the critical need to outsource, in order to scale. Larger credit unions may not need to be as entrepreneurial to survive, but they have the resources to fund and own some of the entrepreneurial resources, and thus the marketplace, serving the needs of the 3,000+ smaller credit unions in the marketspace. It’s a win-win strategy for everyone! CUSO’s are the answer!

10:15 – 10:30 a.m.

Networking and Refreshment Break

10:30 – 11:30 a.m.

Facts to Guide Your Board/Organization Through a Rebrand

Glenn Van Deusen, President & Founder, Van Deusen & Levitt Associates, Inc.

How to refresh or totally rebrand your credit union is a decision too important to make without some good hard facts. Our proven, fact-based process to branding enables your Board and leadership team to become strong advocates of brand change and engages employees in the final solution. Our insights are drawn not only from other credit unions but from some of the best brands in the world. If the way you want your brand to be perceived isn’t what people think of it today, or if you aren’t sure how you are perceived – get the facts.

What you will learn/benefit:

  • How to involve the right people in your rebranding project

  • The value of a brand optimization Project Team

  • Moving beyond opinions to facts about the perception of your brand

  • How much time is required to gain the facts you need

  • Exposing gaps and alignment related to internal – external brand perceptions

11:35 a.m. – 12:35 p.m.

CUSOs: The Best Kept "Growth Vehicle" Secret for Credit Unions - Part I

John Dearing, Partner, Capstone

Our industry is evolving, and credit unions must innovate and adapt to succeed. Embracing the collaborative mentality of the credit union world, leaders are more open than ever to partnerships and investing in CUSOs. Planning conversations and cycles are now including them because CUSOs can help credit unions save substantial operational costs but more importantly can accelerate the growth trajectory of a credit union. CUSOs are enabling credit union leaders to open new growth pathways and more folks are seeking investment returns in ‘fintech-like’ investments. Owners’ of CUSOs are credit unions, so it is in their best interest to do what is best for credit unions. Join John Dearing for this enlightening session on this 'Growth Vehicle' and set your credit union up for successful growth.

  • Considering your growth strategy and the evolving market

  • How to take your credit union to the next level through partnerships

  • Leveraging CUSOs to accelerate growth

  • Learn how to add alternative income, new members and non-interest income

  • Understanding different partnering structures and best practices

12:35 – 1:35 p.m. (GP)

Group Luncheon

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

1:35 – 2:20 p.m.

CUSOs: The Best Kept "Growth Vehicle" Secret for Credit Unions - Part II

John Dearing, Partner, Capstone

Attend Part II of John Dearing's presentation and set up your credit union for successful growth.

2:20 – 3:20 p.m.

Panel Discussion

Ask questions. Share ideas. Leave with valuable information.

3:20 – 3:30 p.m.

Daily Wrap-Up

Saturday, December 5, 2020

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 Role of the Brand in M&A Decision Making

Glenn Van Deusen, President & Founder, Van Deusen & Levitt Associates, Inc.

Understanding the brand equities, both positive and negative, for both organizations involved in a merger/acquisition dialog is an essential yet sometimes overlooked part of due diligence. How well or poorly the perceptions, attitudes, and beliefs in two brands align for members and employees can mean the difference between a match made in heaven and a total disaster. That knowledge can also redefine how much to actually pay to complete the deal.

What you will learn/benefit:

  • Calculating the risk of post-merger member defection

  • Identifying member segments with high growth potential

  • Quantifying good and bad member perceptions of each brand

  • Exposing strengths and weaknesses of competitors who may come poaching

  • Could negative brand equities make it best to walk away

10:05 – 10:20 a.m.

Networking and Refreshment Break

10:20 – 11:20 a.m.

Why CUSOs Matter

Merry Pateuk, Senior Vice President, Industry Engagement, PSCU

Making the most of current business opportunities while simultaneously exploring options for the future requires a clear understanding of how to innovate, and manage and lead change, on multiple fronts – all at the same time. CUSOs play a valuable role for their credit union owners when it comes to achieving successful organizational ambidexterity. This session will explore why CUSOs matter to the credit union industry and the importance of leveraging these partnerships.

11:25 a.m. – 12:25 p.m.

Meetings and Metrics

Bruce Hoogstraten, President, Geo-San, Inc.

Do you spend more time during your board meetings “in the weeds” of operational matters, or do you focus on big-picture strategic issues?

Join Bruce Hoogstraten and learn valuable techniques to bring your board meetings to maximum efficiency.

  • Planning better board meetings

  • Mission & vision

  • Metrics & scorecards

  • Strategic planning in the board

  • Meeting format

  • Self-assessment

  • CEO evaluation methodology

  • Board agendas

12:25 – 12:45 p.m.

Daily Wrap-Up

Take the Afternoon & Evening to Enjoy the Sites, Sounds & Flavors of St. Petersburg!

Sunday, December 6, 2020

Travel Day. Have a safe trip home!