2:00 PM - 5:00 PM


5:00 PM - 6:30 PM

Welcome Reception

8:00 AM - 9:30 AM


Marketplace & Networking Breakfast

9:30 AM - 10:30 AM

Welcome & Opening Keynote Session
Destination Uncharted Territory

Sponsored by  CO-OP Solutions

What is a common thread that connects successful companies? Their teams possess a willingness to venture into uncharted territory. In the midst of professional and personal change, teams who take action on bold, resourceful, and never-before-imagined solutions are the ones that experience the most growth.

10:30 AM - 11:00 AM

Marketplace & Refreshment Break

11:00 AM - 12:00 PM

Collections Track
Effective Collections Mindset During Times of Crisis

To be an effective collections agent, maintaining a positive mindset is key. In this session, Christy Jones will help attendees shift their mindsets, leading them to think positively, use helpful words and inspire a productive discourse during collection calls. Jones will address issues such as dealing with sympathy fatigue, managing stress, balancing care and concern for members, and the basics of a collections call.

MBL Track
Benefits of Business Lending

The current regulatory environment has eased restrictions on business lending for credit unions, opening the door for many credit unions to explore this category of lending for the first time. In this session, Don Arkell will talk about the benefits and pitfalls of setting up a Business Lending channel. 

  • Historic Case for Business Lending
  • What Business are you in? 
  • Begin with the End in Mind
  • Staffing Considerations

Lending Track
Using Data Analytics to Improve Lending, Fraud Detection, and Collection Activities

In this session, Michael Cochrum, founder and CEO of CUBI.Pro, will demonstrate to attendees how descriptive, predictive, and prescriptive analytics can help improve lending operations, including fraud detection and collections. When we leverage the law of large numbers or the law of averages to predict human behavior, we are better prepared to provide productive solutions. Cochrum will leverage his 33 years of experience working with financial institution data to show you how you, too, can use analytics to your advantage.

12:00 PM - 1:00 PM

Networking Lunch

Sponsored by Origence

1:00 PM - 1:30 PM

Marketplace & Dessert Break

1:30 PM - 2:30 PM

General Session
Forget Reality, Embrace Perception for Loan Growth

Sponsored by Zest

Josh Cook will take attendees on a journey through an alternate universe full of real-world examples where members love you for refinancing their loans to higher interest rates and where direct loan growth is fueled by not having an online loan application. Cook will explore the stories of product repackaging, focusing on experience over service, and thinking consumer-first, challenging attendees to think differently.

2:30 PM - 3:00 PM

Marketplace & Refreshment Break

3:00 PM - 4:00 PM

Lending Track
Shifts Impacting Lending, and What We Can Do to Prepare

A number of changes in technology, consumer behaviors and demographics have impacted and will continue to impact lending. These changes will impact loan demand, loan types needed, defaults, and yields. We’ll explore the impact of these changes on your Lending portfolios, volumes and yields, and what we can do to proactively prepare.

Collections Track
Text, Click, Pay – Why Digital Customer Service is so Vital in an Evolving Collections Landscape

Lead Research Analyst Rick DeLisi shares three surprising insights about why it is essential that companies evolve the way they interact with customers. An expert in the customer psychology and digital behaviors, DeLisi is the author of “Digital Customer Service: Transforming Customer Experience for an On-Screen World” and “The Effortless Experience.” He will share a thought-provoking interactive presentation full of practical, applicable ideas that can help your credit union achieving their goals while navigating the fast-changing collections landscape.

Mortgage Track
Disruption Opportunities in the Mortgage Space

Everything seems to be “disrupted” lately, from Amazon and Netflix to Robinhood and Patreon. Market disruptors seem to have infiltrated every industry, dominating many well-known, established companies. Is the mortgage industry ready for disruptive opportunities? How can mortgage lenders spot a disruptive opportunity and how do they prepare for them? Discuss market disruptions and more with CU Members’ SVP Steve Hewins, who will highlight disruption opportunities in the mortgage process and how to maximize the occasion.

4:00 PM - 5:30 PM
9:00 AM - 9:30 AM

Networking Breakfast and Registration

9:30 AM - 10:30 AM

General Session
Navigating Uncertain Waters, Effectively Lending through the Peaks and Troughs of Economic Cycles

Sponsored by  TruHome Solutions

Uncertain economic times create many challenges for lenders, especially when margins are already thin. In this session Brian Hamilton explores keys to developing an effective lending strategy that not only protects the balance sheet, but promotes sound growth during all economic cycles. He will challenge attendees to consider imperatives for strategic alignment within the organization; measured reaction to macro and micro economic events; the importance of distinguishing frequency from severity of loss; selecting the best growth initiatives based on economic conditions; and the incremental adjustments that can be made in lending programs which collectively have a positive and sustainable impact.

10:30 AM - 10:45 AM

Refreshment Break

10:45 AM - 12:00 PM

Lending Track
Why Achieving Financial Equity Should be on Everyone’s To-Do List

Seeking to root out systemic barriers that block access to financial prosperity isn’t the job of underbanked people. It’s work everyone should be prioritizing, especially those who don’t think they’ve experienced inequity or bias in their banking experience. The truth is: the lack of financial equity hurts everyone in the long run. In this conversation, panelists will share different ways their credit unions implement equitable programs and services into lending practices and discuss how innovations like AI-driven underwriting can increase access to financial prosperity for all.

MBL Track
Commercial and Business Lending in a Changing Economy

Changes in economic and market conditions can have a profound impact on credit unions’ commercial lending programs. In this session, Mike Smith of CU Business Group will discuss how your credit union can better manage and continue to grow business services in uncertain conditions, seeking to answer some of the most pressing issues facing credit union commercial lenders, including:

  • The effect of inflation on business members and their ability to repay loans
  • Whether rising interest rates will slow commercial loan growth
  • How regulators will react in the face of an economic downturn
  • Tips on how to better manage your existing loan portfolio, including detecting and handling risk
  • Ideas on growing business services by improving current products and services and adding new products tailored to meet the needs of businesses in your market
  • Ways to address issues with staffing and other necessary resources for a successful commercial lending program

Whether you manage the entire department, are a loan committee member or a frontline lender, this session will help you understand how to better serve your members and ensure your portfolio is healthy and continues to grow, despite uncertainties.

Lending Track
The Future of Car Buying

Alain Nana-Sinkam shares his insights on the current and future states of the automotive industry. He will explore questions such as “Will the touchless car buying experience stick?,” “Will car delivery services flourish?,” and “Will buying a car sight unseen trend increase?”

12:00 PM - 1:00 PM

Networking Lunch & Council Annual Meeting

Sponsored by Servion

1:00 PM - 2:00 PM

Collections Track

Lending Track
Auto Lending in 2022 and Beyond

Mortgage Track
Increasing Your Mortgage Share in a Rising Rate Market

2:15 PM - 3:00 PM

General Session

3:00 PM - 3:15 PM
Refreshment Break
3:15 PM - 4:30 PM

Breakout Sessions V (hot topics based on asset categories)

13. Up to $100M
14. $101M to $750M
15. $751M and up

6:00 PM - 8:30 PM

Signature Event: Bowlmor Lanes (more information coming soon)


 Sponsored by:  CUNA Mutual Group

9:00 AM - 9:30 AM

Networking Breakfast

9:30 AM - 11:00 AM

Closing Keynote & Prize Drawing
We don’t need it to be easy. We just need it to be possible.

No matter the obstacle that comes Timothy Alexander’s way, he’s determined to persevere and endure until the end. His drive helped him become a college football player when many believed that dream was impossible due to a car accident that left him paralyzed from the neck down.

During Alexander’s session, he will tell his story and challenge those in attendance to live a life of resilience, living the phrase for which he is widely known: “We don’t need it to be easy. We just need it to be possible.”