Conference Agenda

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

Tuesday, December 10, 2019

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.

The Best Way to Predict the Future is to Build It - And That Future Is Now

Walt Agius, CEO, Lendsys, LLC

Get step-by-step information on how a collaborative group of credit unions are building and maintaining a new and profitable CUSO designed to generate, implement and derive income from new and revised, innovative—and sometimes market disruptive—products and services.

Walt Agius has many industry examples in the marketplace of products and services delivered through CUSOs, which are truly trusted providers. Products delivered by CUSOs generally result in defining, predicting and, more importantly, meeting current and future needs of the credit union marketplace.

In this session, Walt will examine the reasons for joining and the process for investing in a CUSO like this, and show how collaboration benefits the CUSO owners as well as credit unions that simply want to avail themselves of the CUSO services.

Youʼll walk away with a CUSO opportunity and examples of successful CUSO investments that you can take back to your management teams for assessment & implementation in 2020.

2:15 – 2:30 p.m.

Networking and Refreshment Break

2:30 – 3:30 p.m.

Business Loan Participants: The Easiest, Safest, Most Profitable Way to Diversify Risk and Grow, or the Worst

Bill Beardsley, President/CEO, MBC Loans

Stuck on the hamster wheel of indirect car loans, or worried about the volatility or impact of CECL on some of your long-term loans? Take a deep dive into the world of business loan participations.

Bill Beardsley will review risks and rewards, how to get started, sources for loans and crucial due diligence steps. Youʼll discuss regulator expectations and policy and documentation priorities and join in a roundtable discussion from those in the room already engaged in participating.

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.

Wednesday, December 11, 2019

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.

Wealth Management: Are You Stuck in the Past?

Keith Weber, CFP, Co-Founder & CEO, CuVantis Wealth Planning, LLC

For more than 30 years very little has changed in how credit unions make investment services available to their members. As the wealth management industry has matured, many of these programs fail to deliver a meaningful member experience or contribution to the bottom line.

This session will discuss recent changes in wealth management and how a new model can help credit unions attract younger members, boost member loyalty, increase services per household and create consistent non-interest income.

10:15 – 10:30 a.m.

Networking and Refreshment Break

10:30 – 11:30 a.m.

15 Years of Lessons Learned: What a Banker Learned About CUSOs, Credit Unions and Lending

Bill Beardsley, President/CEO, MBC Loans

”I was the market president of a regional bank going through an identity crisis and restructure,” Bill Beardsley recalls. “My phone rang and, without caller ID, I wasnʼt sure I wanted to pick it up. But I did, and it was a consultant engaged by a group of credit unions to start a CUSO. It was the smartest decision I ever made.”

In this session, heʼll share lessons learned and why CUSOs are the hope of the future for credit unions looking to thrive without losing their identity, independence or mission.

11:35 a.m. – 12:35 p.m.

Visionary Leadership

Lynn Giuliani, President, Progressions, Inc.

It is an ultra-competitive world out there, but your credit union has the potential to be a strong contender in todayʼs—and tomorrowʼs—financial market. Lynn Giuliani of Progressions, Inc. helps prepare business leaders to think and act progressively and to create a team environment that welcomes change.

Attend this engaging session and whet your appetite for new ideas and initiatives that will ensure a successful future.

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.

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.

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

Thursday, December 12, 2019

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.

Why Acquire? Secrets to Successful CUSO Growth

John Dearing, Partner/Managing Director, Capstone

Learn why credit unions pursue strategic acquisitions and how mergers and acquisitions (M&A) could help your CUSO grow. Explore the top reasons for strategic acquisition and how M&A can enhance your growth. You will discover how to evaluate your current business situation and determine your best path forward. Join John Dearing for this enlightening session and set up your CUSO for successful growth.

10:05 – 10:20 a.m.

Networking and Refreshment Break

10:20 – 11:20 a.m.

The Real Value of CUSOs in Hard $'s

Nick Evens, CUSO President, The Veridian Group

Join Nick Evens for a look at how investment in CUSOs have paid dividends, as well as showing the value to credit unions that participated and utilized the CUSO services and how that value translates on the credit union side.

11:25 a.m. – 12:25 p.m.

Multi-Channel Lending Platforms, CECL Compliance, Big Data, Loan Participations, and Building the CU Brand via CUSOs

Walt Agius, CEO, Lendsys, LLC

Our final session will encompass CUSO opportunities overall, but more importantly, how CUSOs are the model for tying everything together, creating efficiency and scale, and how and why CUSOʼs can and should literally save a huge segment of the credit union marketplace.

Walt Agius will make the case for developing and managing a collaborative lending CUSO or at least developing a CUSO Product Division within an existing CUSO for the sole purpose of generating a constant flow of quality loans for any and every CU.

Heʼll discuss how and why only under the CUSO structure, we can and should build and maintain a multi-channel lending program (Direct, Indirect, Refi, Online) that produces loan originations from multiple sources, for multiple lenders, assuring that no one ever misses a quality loan or new member opportunity.

Through the CUSO structure every participant, owner, investor, and user regardless of size and/or resources, field of membership, or geographic location can compete with the big guys in any and every loan product segment.

You will leave with a full understanding of the value of CUSOs and the overall opportunities under the CUSO structure and with the ability to take home a real opportunity to participate in an existing CUSO that will help your CU achieve several of strategic objectives.

12:25 – 12:45 p.m.

Daily Wrap-Up

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

Friday, December 13, 2019

Travel Day. Have a safe trip home!