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

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

We’ll discuss practical approaches for integrating payment flexibility and leveraging omni-channel communication to create a modern, member-centric collections strategy that balances risk management with compassion.
 

As more members turn to digital channels for loan applications, credit unions face the challenge of balancing efficiency with the personal, member-first service that defines the movement. In this session, Don Arkell will explore how credit unions can deliver tailored lending experiences without losing the personal connection.
 

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.
 

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.
Presentation

Called “the BEST training school session in six years” by an attendee at the Credit Union Collection Consortium, Colin Ryan delivers an engaging, story-driven presentation showing how empathy, humor, and emotional intelligence reduce consumer resistance and motivate repayment.
 

We are in unprecedented times of change in the mortgage industry. From GSE privatization to administration battles with the Fed Chair, regulatory relief to regulatory upheaval. This session will explore impact analysis for Credit Unions and Members.
 

 “Guaranteed Asset Protection” (GAP) coverage can provide a benefit to members and to credit unions, but it is often misunderstood – even by those selling it.  Because of that, exactly what it is and who promises what is often misrepresented to consumers both when it is sold and when claims are made.  That can lead to trouble.  What’s more, many credit unions who have financed GAP would be surprised to find they are missing crucial contract documents.  

Management, lenders and collectors who attend this session will learn exactly what GAP coverage is and what it isn’t, who promises what to whom, where your credit union’s risks lie, and what needs to be done to protect you and your members. 
 

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

When repossessing and disposing of collateral, credit unions must be thoroughly familiar with a number of laws which can vary from state to state. Many of those state laws are similar to each other, while others can be complex – and tricky. 
 

We’ll begin with the fundamentals of the Equal Credit Opportunity Act and the Fair Housing Act. From there, we’ll discuss how the enforcement priorities of the current CFPB administration are changing the rules of the game. Finally, we’ll cover litigation developments that your credit union needs to be aware of.
 

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

Moderated by:

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.
 

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

Moderated by:

What keeps you up at night? Let’s talk about the current trends in fraud and what financial institutions need to be worried about. From external frauds we face as a financial institution to the scams in the world today that our members are facing, we will talk about the current trends we should be concerned about.
 

As President Trump begins his second term, familiar challenges like tariffs, rising costs and ongoing labor shortages persist, alongside fresh opportunities and renewed momentum for business growth. New regulatory policies are reshaping the landscape, while tax reforms signal potential advantages for strategic, forward-thinking organizations. Higher interest rates are impacting financing and growth. Sticky inflation is hurting margins. And our growing national debt is creating long term challenges for our economy and for business leaders. 

Meanwhile, AI continues its transformative role across industries, bringing both risks and unprecedented potential for efficiency and innovation. The “Silver Tsunami” has arrived, making succession planning more critical than ever as experienced leaders prepare to transition to the next generation. 

What are some of the smartest and most experienced business leaders doing to drive growth, sustainability and profitability beyond 2025 amidst all of these challenges? 

What changes are they making in their operations and cash management? How are they attracting and retaining talent? 

What technologies are they investing in? How are they addressing both federal and local regulations that are impacting their businesses? 

In this fast-paced, entertaining and highly valuable session, Gene will share real-world, practical strategies and tactics that smart leaders are using to navigate an uncertain economy, a shifting and often divisive political climate, and the complexities of technological and workplace decisions to position their companies for sustained growth and success in the face of change. 
 

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.