Agenda subject to change. 

2:00 PM - 5:00 PM
 
 
 
5:00 PM - 6:30 PM
 
 
 
8:00 AM - 9:30 AM
 
 
 
 
 
 
9:30 AM - 10:30 AM
 

Contrary to conventional wisdom, opposites do not attract. As a result, in business, we tend to surround ourselves with people who are similar to us. Although this is great for efficiency, this lack of diversity can kill innovation.

How can you increase your innovation potential? Play Personality Poker with Stephen Shapiro! 

This fast-paced, highly interactive game will help you discover:

  • Your primary innovation personality
  • Your innovation blind spots
  • Why the person you like the least is the person you need the most
  • What is missing from your team that is limiting innovation and success
  • How to create a high-performing innovation team that leverages divergent points of view
Stephen Shapiro
10:30 AM - 11:00 AM
 
 
 
11:00 AM - 12:00 PM
Evolution of Collections
 
 
Member Business Lending


Join us for an engaging session featuring practical tips on how to grow your deposit base by focusing on small businesses and entrepreneurs.
 

Mike Smith
Evolution of Lending
 
Don Arkell
12:00 PM - 1:00 PM
 
 
 
1:00 PM - 1:30 PM
 
 
 
1:30 PM - 2:30 PM
 

In "Lending in the New Economy," Don Arkell explores the shifting dynamics of lending in an era dominated by technology and the preferences of younger generations. With 50% of the US population under the age of 40, understanding their inclination towards self-service platforms is crucial for credit unions and lending institutions to thrive. Arkell delves into the implications of this trend, offering insights on how financial organizations can adapt their lending practices to meet the evolving needs and preferences of this demographic. From leveraging digital tools to streamline processes to enhancing user experience through intuitive interfaces, this talk equips lending professionals with strategies to remain relevant and competitive in the ever-changing landscape of the financial industry.
 

Don Arkell
2:30 PM - 3:00 PM
 
 
 
3:00 PM - 4:00 PM
Evolution of Lending
 
 
Evolution of Collections
 
 
Mortgage Lending
 
 
4:00 PM - 5:30 PM
 
 
 
8:00 AM - 9:00 AM
 
 
 
9:00 AM - 10:00 AM
 
 
 
10:00 AM - 10:30 AM
 
 
 
10:30 AM - 11:30 AM
Member Business Lending


Join CUBG experts and credit union peers for an engaging session on the latest in business and commercial lending in 2025 and beyond.
 

Mike Smith
Evolution of Lending


In this session we explore the various modes of embedded financing, how important being present at the “top-of-funnel” is, and how credit unions can effectively compete in hypercomputing point-of-sale (POS) financing space.
 

Brian Hamilton
Evolution of Collections
 
 
11:30 AM - 12:30 PM
 
 
 
12:30 PM - 1:30 PM
Evolution of Lending


Topics to Include: FINTECH Partnerships, AI in Lending, Innovative Solutions
 

 
Mortgage Lending


This interactive workshop takes attendees through an exploration of their current home equity lending strategies, looking at 3 program pillars of process, borrower experience, and technology.
 

 
Evolution of Collections


Topics to Include: Post Charge-Off Recovery Innovations, Loan Modifications and Loss Mitigation
 

 
1:30 PM - 2:00 PM
 
 
 
2:00 PM - 3:00 PM
 

Topic: Fraud Prevention
 

 
3:00 PM - 3:30 PM
 
 
 
3:30 PM - 4:30 PM
 

Topic: State of the Industry

 
6:00 PM - 9:00 PM
 
 
 
9:00 AM - 9:30 AM
 
 
 
9:30 AM - 11:00 AM
 

In this program you get the tools and rituals helping not just survive but thrive during change. Karen empowers you with three critical steps that will help you lead and inspire change. She debunks several myths around how to motivate change and share the missing link to growing a culture of change. You will receive the framework to help you and your team successfully embrace change.

Whether your instinct is to embrace change or to run from it, this keynote is for you! Remember, your life doesn’t get better by chance, it gets better by change.
 

Karen McCullough