Conference Agenda

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

Monday, July 15, 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.

How to Stay Relevant in a Competitive Lending Space

Don Arkell, Senior Consultant, CU Lending Advice

Lending is becoming a commoditized business. How do you keep lending in your memberʼs mind for a loan while still earning yield? What keeps members coming back to you time and again? If members can get loans anywhere, why come back to you?

In this session, Don Arkell will share the greatest competitive advantages that top performing credit unions have.

• Lending disruptors

• Review of the competitive landscape

• Owning your niche as a local lender

• Specialization

• Staying connected with the borrower

• Why you need to pay for performance

2:15 - 2:30 p.m.

Networking/Refreshment Break

2:30 - 3:30 p.m.

How to Partner with Fintechs to Boost Lending

John Dearing, Partner/Managing Director, Capstone

Consumers today expect flexible, fast and seamless service from their financial institutions, and credit unions face steep competition from startup fintechs (financial technology firms) and big banking. Fortunately, credit unions hold advantages—access to loyal members and recognition as trusted financial institutions in their respective communities.

Your credit union has a unique opportunity to leverage the technology that can boost lending through partnering with fintechs. Especially when it comes to lending, fintechs have expertise in areas such as big data and online search tools that help drive new members to credit unions. Join this presentation to learn how your credit union can benefit by partnering with fintechs.

• Trends in fintech and lending for credit unions

• Developing your CUʼs strategy

• Identifying and approaching fintech partners

• Exploring various partnership structures—strategic alliances, CUSO investments, strategic acquisitions and more

3:30 - 3:45 p.m.

Day in Review

5:00 - 6:00 p.m. (GP)

Welcome Reception

Enjoy cocktails, light dining & valuable networking opportunities with credit union leaders from across the country, their guests and “The Ones in Red”!

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, July 16, 2019

7:45 - 8:45 a.m. (GP)

Sit-Down Breakfast

8:45 - 8:50 a.m.

Opening Remarks

8:50 - 9:50 a.m.

Get the Monkey Off Your Back! How to Make Educated Decisions and Solve Problems

John Dearing, Partner/Managing Director, Capstone

Are you weighed down by stress from problems you just canʼt seem to crack? As leaders, we are constantly faced with new challenges that keep us up at night. But it doesnʼt have to be this way. Learn how to make educated decisions and generate innovative ideas for problem solving so you can help your credit union grow. Join John Dearing for a lively session and acquire the skills & tools to turn a challenge into an opportunity.

• Gather and analyze relevant information needed

• Use a proven process for effective decision-making

• Apply practical tools

• Use critical thinking to turn ideas into action

9:50 - 10:05 a.m.

Networking/Refreshment Break

10:05 - 11:05 a.m.

Lending by the Numbers and How to Grow Those Numbers

Gary Hess, President, RTE Financial Services

As president of RTE Financial Services, Gary Hess is on top of all the trends in major loan categories important to credit unions. In this invaluable presentation heʼll not only review them, but discuss methods to retain and grow the loans your credit union is making to its members.

11:10 a.m. - 12:10 p.m.

Where Does Innovation Grow?

Jonah Burlingame, Head of Strategy, Extractable

Change can be unsettling, so itʼs not surprising that organizations large and small find reasons not to innovate.

Large organizations sometimes say they are not small or nimble enough to implement new technologies such as personalization. Small organizations say they donʼt have the resources or budgets of large organizations to implement innovations such as machine learning.

Craig will discuss historic innovations such as ATMs, debit cards, phone tellers and the type of organizations that built and deployed those game changers and examine the type of organizations small & large that are industry innovators today. Learn how innovation comes from organizations of all sorts and sizes with strong innovation driven cultures.

12:10 - 1:10 p.m. (GP)

Sit-Down Luncheon

1:10 - 2:10 p.m.

Of Course We Offer Student Loans! We're People Helping People

David Rodriguez, Manager, Strategic Partnerships, Student Choice

David Rodriguez has a pulse on the student loan market, designing programs and delivery for credit unions to successfully break into the private student loan market.

Heʼll bring his experience and insight to help credit union leaders who partner with schools and universities to understand todayʼs market to best serve students and parents.

David will cover all the hot issues, including student loan refinance and the emergence of fintech players. Student loans are a natural fit for credit unions. Participants will learn what to expect in the coming decade and opportunities for serving schools, universities and students.

2:15 - 3:15 p.m.

Generating Solid Loan Growth in Tough Times

Lynn Giuliani, President, Progressions, Inc.

Join Lynn Giuliani as she shares lessons learned from past challenges and ways to position your credit union for solid loan growth in the future.

Sheʼll explore new strategies in lending and marketing initiatives, along with proven training programs. Your credit unionʼs campaign opens the door, but it will be its people who secure new business and retain existing members.

Your representatives are your credit union. Learn how to develop the business, the relationship for cross-selling opportunities & member retention.

3:15 - 3:30 p.m.

Day in Review

Wednesday, July 17, 2019

7:45 - 8:45 a.m. (GP)

Sit-Down Breakfast

8:45 - 9:00 a.m.

Opening Remarks

9:00 - 10:00 a.m.

Building a Sustainable Multi-Channel Lending Program

Walt Agius, CEO, Lendsys, LLC

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

Walt Agius will provide an actual, literal guarantee that you can always meet your lending goals. 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.

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

10:05 - 11:05 a.m.

Lending Disruptors

Don Arkell, Senior Consultant, CU Lending Advice

Non-traditional lenders, like LendingClub®, Uber® and Prosper®, are threatening to turn traditional lenders upside down. Innovation in the lending space is happening at a rapid pace. In Don Arkellʼs session youʼll get an overview of the competitive lending landscape and how credit unions are meeting the challenge head on.

• P2P, FinTech, alternative platforms

• Leverage your lending expertise

• The role of the branch in lending

• Which loan delivery channel you should be using exclusively

• Lean and mean is the future

11:05 - 11:20 a.m.

Networking/Refreshment Break

11:20 a.m. - 12:20 p.m.

The Ultimate Digital Marketing Score Card: 5 Key Data Points

Mark Ryan, Chief Data Strategist, Extractable

Reporting on the performance of websites, mobile applications and digital marketing can be complex, but all credit unions need to master these technologies and processes in order to survive in the 21st century.

Extractableʼs Chief Analytics Officer, Mark Ryan, has reviewed the performance data on 100 financial websites and using this experience will demonstrate the five key data points that can be used to gauge the proficiency of your credit union in the digital world.

This highly useful presentation will review real world dashboards that integrate data from multiple sources, such as web analytics and online loan applications, to visualize the strengths and weaknesses of public websites.

Return to your credit union with a better understanding of its digital performance and how it can increase loan performance.

12:20 - 12:30 p.m.

Conference Wrap-Up

Optional Wine Tasting Excursion

1:30 - 5:00 p.m.

Visit Kendall Jackson Winery for an afternoon of wine tasting and the opportunity to explore the winery. Only $60 Per Person *Separate Fee Applies

Thursday, July 18, 2019

Travel Day. Have a safe trip home!