The change in consumers’ wallets over the past 10 years has been dramatic. Economic shudders have left lasting effects. Regulators have imposed substantial new obligations. Technology continues to revolutionize consumer demand and expectations for financial products and services. And in the midst of it all, financial institution leaders, lenders and marketers are left to map out strategies for success.
That’s why there’s no better time for the Consumer Lending Summit. The Consumer Lending Summit gathers top bankers, credit union leaders and mortgage lenders together with some of the industry’s leading solutions providers for a unique conference. Hosted at the exciting and convenient MGM Springfield, this event promises a day of exceptional education, prime networking and insightful ideas.
*Separately ticketed event. You must pre-register to attend. Registration to the Consumer Lending Summit includes registration to the GNECUS.
Join us as we recognize the credit union and community bank champions who have been heroes to their communities. This year’s soiree gets a new home at the Armory Theater at the amazing MGM Springfield. We’ll feature an open-bar cocktail reception from 5-6 p.m. and honor our award winners from 7-8 p.m.
In between, we’ll hear from a special guest on what it means to stay strong even when all is going against you.
*Separately ticketed event. You must purchase seats for the gala. Registration for the awards gala includes registration for the GNECUS.
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).
An audacious vision is exactly what credit union leaders need to thrive in the digital age. In this session we will introduce a challenger approach (and related metrics) that will inspire leaders to rethink support delivery methods and show how small, incremental improvements drive LARGE operational efficiency gains, and a great consumer experience. Presenter Al Rosenbaum, Executive Vice President of Customer Success at Silvercloud, will look at three steps credit unions can take to drive operational efficiency and customer experience with an Amazon-like vision.
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.
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.
Attention all credit union, banks and lenders, there are big changes happening in 2020. New disclosures for the LE and CD will be covered along with how it will impact credit unions. David Luna, president of Mortgage Educators and Compliance, will cover a variety of updates from the DTI being replaced by “seasoned patch” to TRID, QM and more updates. Don't miss this high paced, engaging session with one of the mortgage industry’s most entertaining experts!
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 Director of Credit Union Strategies, Andrew Okolski, 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.
Break with exhibitors, exhibit hall opens.
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.
Break with exhibitors, buffet lunch is served inside the exhibit hall.
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.
Find out how your credit union stacks up against others in terms of cybersecurity, software, process, customer experience and more. Based off of recent extensive survey gathering data from credit unions and validating IT best practices, iuvo Technologies’ Byron Beilman has put together a comprehensive report with important data about emerging trends, innovation and the technological landscape of credit unions.
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.
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.
Open bar reception, networking with exhibitors in exhibit hall.
Last chance with exhibitors, raffle prizes are announced, and closing remarks.