Registration opens, coffee & continental breakfast is served.
Join the New England regional leadership of the U.S. Small Business Administration for a hands-on, immersive training session on how to best serve commercial clients with SBA programs. The workshop will include experts from Washington who will present an important overview and “how to” on using the SBA technology systems (E-Tran - both origination and servicing; and SBAOne) to apply for the SBA guarantee and service SBA loans. Additionally, attendees will gain insight and information on SBA’s newly enhanced tool to obtain free leads connecting lenders and borrowers for capital (Lender Match).
Is your credit union’s data, users, end points and network perimeter completely secure and properly managed? We all know there is room for improvement as we are continually learning of new threats and how to best protect ourselves. Creating a plan and a budget, raising awareness, and implementing layers of security are all required to further secure your business. Please join CT Computer Executive Vice President John Dietle to better understand solutions our customers have implemented and how you may be able to take advantage of.
After completing our latest round of Banking Benchmarks, which includes thousands of interviews with them specifically on this topic - the results will surprise you! Credit Unions often gear their spending toward capturing these up and coming members, but do you really know what products and services they want? Join us and we’ll share what they said.
Join us as we share our expert knowledge on how to modernize your credit union starting with your IT infrastructure.
Now more than ever it is vital to ensure you're leading your financial institution to modernization and flexibility. Join us as we discuss the technology and principles enabling credit unions to evolve, develop resiliency and mobilize. We will cover the recommended solutions aimed at weathering storms and growing your business, how to mobilize, and ways to streamline your compliance processes. We will also ensure attendees leaving armed with information on how to create efficiencies in their systems, optimize workflow processes and develop cost efficiencies.
While auto loans can sometimes be risky, an institution can be more profitable as they strategically navigate their underwriting based on economic trends. This session will review the results of several million auto loans and loan applications from institutions across the country to reveal demand sensitivity relative to interest rate and loan maturity variation. Join us as we uncover associated findings from our in-depth research, including monthly payment targeting and rapid growth in auto loan debt.
Too many credit unions and community banks are wasting money every day on advertising, marketing, social media, and even employee training because they don’t know what makes them special. Why should a potential new customer trust you? What makes you so special? For many organizations, this question has no answer…yet.
In this powerful talk, world-class brand strategist Glenn C. Van Deusen reveals how a strong brand compels your target audience to make you their first choice. His message has the power to awaken your bank or credit union’s full brand potential and multiply the impact of your marketing spending. You will learn how to leverage strengths your organization already possesses to create a brand story that rationally and emotionally connects with your audience.
According to the U.S. Census Bureau, more than 80 million Baby Boomers are expected to retire by 2030 (that's 10,000 per day)-and with much of their equity tied up in their homes, tapping into those funds has become an increasingly important part of comprehensive retirement planning. Isn't it time your institution took a fresh look at Home Equity Conversion Mortgages (H ECMs) a.k.a. reverse mortgages?
Session attendees will discover how:
We can help you more fully serve a rapidly growing segment demographic-homeowners age 62 and older-and generate new revenue for your institution, without adding staff or infrastructure. RMF's Turn Key Lending Platform is designed specifically for credit unions and banks like yours. Join us for this special session and find out how HECM solutions can benefit a new generation of retirees, and how your institution can benefit from offering this important loan option.
Presented by Joseph P. Demarkey, Strategic Business Development Leader at Reverse Mortgage Funding LLC.
Credit unions aim to provide the best value for their members through lower loan rates, higher deposit rates and more financial services than they can get at other financial institutions. However, managing the retail side of the balance sheet has always been difficult due to the ebbs and flows of loan demand and deposit growth. All too often this has led to inconsistent balance sheet performance and sub optimal positioning from a risk perspective. Join the Baker Group and our Senior Vice President, Dale Sheller, as we discuss how balance sheet managers can utilize wholesale markets to improve and stabilize retail business lines. In addition, we will also focus on how these strategies can help management teams consistently meet budget and planning goals, improving the value offered to their membership.
Our discussion will include:
Join us as we bring creative and innovative solutions to the financial industry’s toughest challenges. From lackluster and inconsistent branding to just plain unsightly and outdated branches, we’ll show you how to purposefully create a strategic plan to modernize your brand and build brand communication within your retail branch network. Kevin Poirot, Senior Vice President of Branded Environments at PWCampbell will take a comprehensive look at a tiering system that breaks down the implementation of branded environments into manageable pieces along with the associated costs in achieving the different levels of branding. Several case studies will be reviewed to provide first-hand experiences on what works, what doesn’t, and why.
Digital Banking has become the latest buzz with neo-banks and digital bank offerings everywhere you look. Tech giants have entered the banking world and financial services has seen total disruption over the past 5 years.
This exciting presentation will dive into the latest technologies and trends, and how they will be influencing what our members will expect from us. The world is changing fast with fintechs transforming every area of our lives and growing at breakneck pace. In order to best serve our members, we need to tap into what is happening on the cutting edge, discern what is real and then harness that to inform our strategy over the next few years.
In this presentation we will unpack, in an accessible way, technology, risks and opportunities that lie ahead for Credit Unions through sharing 3 Big Ideas transforming financial services in 2021/2022. We will demystify daunting topics like cryptocurrency, AI and Machine learning and help to frame what these technologies are, how they are being used and how Credit Union leaders should evaluate their utility in each of their organizations.
In a gig economy, CU members sometimes can’t qualify for traditional mortgages. Similar problems come up for entrepreneurs. How can credit unions expand more into serving both the community of business owners, and the growing population of gig workers? When those folks want mortgages, the answer lies in being able to provide Non Qualified Mortgages – loans outside the traditional box. Hear from experts at Angel Oak Mortgage Solutions – the nation’s largest provider of Non QM solutions – about how you can grow your CU and be a better resource for your members as their financing needs adapt to the new economy.
Presented by John Wise, SVP, Angel Oak Mortgage Solutions
With all of the system breaches over the last 12 months Financial Institutions need a Security and Compliance Automation Platform. The key to success is knowing what your SIEM's capabilities are and how they can better serve your organization. We will start with the type of data a financial institution ingests and how that would be different with a SIEM. We will discuss what you should expect from your current Security Information and Event Management (SIEM), or demand if you're buying a new SIEM. We will also cover the types of on-demand reports you should require in the platform and how you can comply with FFIEC CAT requirements.
As an increasing number of prospective employees choose entrepreneurialism or freelancing in the gig economy, credit unions must reinvent their relationship to recruiting, retaining, and promoting talent. This session will help leaders understand how to build organizations—from the teller line through the Board ofDirectors-- that attract a wider talent pool, full of people with unique strengths, backgrounds, and skillsets.
This session is led by Jill Nowacki, who started her career with credit unions in 2001, most recently serving as President & CEO of the CreditUnion League of Connecticut. Her background includes leadership at state and national trade associations and in natural person credit unions. She has experience in politics and communication; human resources and strategic planning; community development and marketing. With each role, her purpose remained the same: Help credit unions realize their full potential to expand the economic capacity of members and communities.
Is your vendor management program addressing the full lifecycle of the vendor relationship? The risks associated with outsourcing processes to third parties continue to rise. These days a mature program is proactive rather than the classic reactive approach.
Mike Crofts, President of Maple Street Inc., and Sean Goodwin, IT Assurance Supervisor of Wolf & Company, P.C. bring their industry experience what a mature program looks like, as well as shedding light on what can go wrong if a proactive approach is not taken.
When you’re a credit union leader, sometimes you wonder if you can overcome every obstacle in front of you. Amanda Beard made her first Olympic swimming appearance in 1996at the age of 14. Beard won one gold and two silver medals at that firstOlympic Games and has been a strong competitor since. She went on to win a gold medal, two silvers and a bronze at the next two Olympic Games. Beard is the winner of eight national titles and is a former world record holder.
Amanda has also made her mark outside of the pool, becoming much more than the 14-year-oldOlympic gold medalist that carried her teddy bear around wherever she went.When she isn't swimming, her energy is focused on being a mom to son Blaise and building her brand. She connects with mothers and fans through her blog, Swim Like a Mom, where she actively shares her passion for raising her son, her journey of motherhood, her favorite recipes and her secret to staying in great shape, in addition to her Olympic experience. As a huge advocate for living a healthy life and taking care of herself, Amanda is also currently a partial owner in Mission Skincare Products, a line designed for people with active lifestyles. The company endorses super stars, such as Dwayne Wade, SerenaWilliams and many other high-profile athletes.
In April 2012, Amanda released her first book, New York Times Best Seller “In The Water They Can't See You Cry,” a riveting memoir revealing the truth behind the Olympic spotlight, the battles that she fought along the way and her new found happiness in love and motherhood. Touring coast to coast, Amanda stays busy talking about her book, hosting swim clinics, endorsing products, speaking at events and making appearances in top national media like the “Today Show,” “Dr.Phil,” “Access Hollywood,” CNN, USA Today, FOX Sports and more.
Enjoy a wide variety of food and beverages, including an open bar reception, with our exhibitors and sponsors inside the Hawthorne Exhibit Hall. Prizes, raffles, networking and new business opportunities abound.