The #1 Event for Credit Union Leaders to Discover New Ideas, Experience Innovation & Grow!
FEATURING THOUGHT-PROVOKING SPEAKERS…
Take home solutions to:
- Boost yields on executive compensation investments.
- Apply 9 proven strategies for growth.
- Determine whether a M&A is right for your CU.
Find out:
- How the economy will affect your CU over the next 18 months.
- 4 growth strategies from high-performing CUs.
- 7 key metrics for better decision-making in 2020.
You get practical guidance to:
- Generate yields 4-6 times on your net ROA.
- Book 20%-40% more auto loans.
- Cut the mortgage loan process from 30 days to just 18.
Discover how to:
- Implement the 4 drivers to create a culture of diversity & inclusion.
- Recruit and retain a new era of leaders.
- Create a member-focused organization.
Learn how to:
- Create a digital-first marketing strategy.
- Generate 10x more loans and deposits.
- Increase net acquisitions 19% over 3 years.
Best practices including:
- Real-time tactics to protect against hackers.
- Solutions to bolster your cybersecurity plan.
- Proven strategies to bridge fraud & cybersecurity.
You get:
- 6 time-tested growth strategies from America’s Top MBLs.
- Best practices to conduct loan reviews – fast!
- 9-point action plan to capture more commercial loans.
See what past attendees have to say…
Barbara Esquivel,
Board of Directors - Mission City Federal CU
The speakers and presenters truly are industry subject-matter experts and their breadth of knowledge is astounding…Outstanding conference!
Jason Hagadone,
VP Business Lending - Altana FCU
Speakers and topics were great. They addressed some areas that are hot topics in the industry and motivated me to get back to my CU.
Mark Thompson,
Director - Saginaw Medical Federal Credit Union
I think the quality of the speakers is amazing, the topics timely and venue perfect to balance work and entertainment.
Agenda
Day 1 - Tuesday 28th
Convention Registration Opens
Pre-Conference Workshops
Agenda
Day 2 - Wednesday 29th
Registration
Exhibit Hall Opens & Continental Breakfast
Opening Keynote: Marcus Luttrell: A Tribute to Courage, Honor & Leadership
Marcus Luttrell is the author of the #1 New York Times best-selling book, Lone Survivor, which tells the harrowing story of four Navy SEALs who journeyed into the mountainous border of Afghanistan and Pakistan in Operation Redwing. An unparalleled motivational story of survival, the book is also a moving tribute to the friends and teammates from SEAL Team Ten who did not make it off the mountain. Luttrell’s amazing story made the leap to the big screen with the blockbuster film, Lone Survivor, directed by Peter Berg and starring Mark Wahlberg as Luttrell. Join Marcus Luttrell in a very powerful and thought-provoking keynote address as he discusses how anyone can achieve incredible success with determination, perseverance and a drive to “never quit.”
Keynote Speaker: Marcus Luttrell, U.S. Navy SEAL & Navy Cross recipient
General Session
Networking Break in Exhibit Hall
Leadership Awards
General Session: 6x6 – 6 Speakers Sharing their Best Ideas in 6 Just Minutes
We have challenged the CU movement’s most innovative minds to reveal their top strategies to deliver the most value to either the members, employees or the credit union. Here’s the catch. They have just 6 minutes to less to reveal their BEST high-impact strategies. This session is ranked as one of the Top 5 Sessions every year!
Networking Luncheon
Networking in Exhibit Hall
Breakout Summits Sessions
Choose from the 7 Breakout Summits: Leadership, Lending, Marketing, Cyber Technology, Member Business Lending, Financial, Human Resources
Breakout Summits Sessions resume
Networking Break in Exhibit Hall
Breakout Summits Sessions resume
Happy Hour in the Exhibit Hall
Opening Night Entertainment with Comedian Louie Anderson
Get ready for a hilarious evening with iconic comedian Louie Anderson, a three-time Emmy Award® winner and one of the country’s most recognized and adored entertainers. He was named by Comedy Central as “One of 100 Greatest Stand-Up Comedians of All Time.” His career has spanned more than 30 years beginning with his debut on the Tonight Show with Johnny Carson in 1984. The rest is history. Leno, Letterman, The Late Late Show with Craig Ferguson, The Late Show with Stephen Colbert, “Comic Relief,” Showtime, HBO and CMT specials followed, including hosting the legendary game show, Family Feud. He continues to tour the country performing to standing-room-only crowds worldwide with his inimitable brand of humor and warmth.
Agenda
Day 3 - Thursday 30th
Networking Continental Breakfast in Exhibit Hall
Breakfast of Champions
[Must have ticket to enter. Open to first 280 registrants.]
Keynote Address: Storytelling for Business with Matthew Luhn
Storytelling is the #1 business skill necessary to connect, motivate, and lead people in today’s world. Stories compel us to engage in experiences, learn lessons, and define our values and ourselves within our organization. Matthew Luhn, a 20-year Pixar story veteran, brings his experience creating and developing 10 blockbuster films at Pixar (including Finding Nemo, Ratatouille, Up, Toy Storys 1-3, Monsters, Inc., Monsters University, and Cars), and provides practical strategies that teach and inspire people and teams to connect more effectively with audiences on an emotional level. Matthew uses the power of storytelling to bridge the gap between business and heart, driving your story toward one unforgettable selling point.
Keynote Speaker: Matthew Luhn, Former Pixar Animator, Story Artist & Author
The 2-Minute Spotlight – 6 Speakers Share their Most Innovative CU Ideas in Just 2 Mintues
Six of the CU Convention’s Top-Rated Speakers will compete in this one-of-a-kind session. Each will have the spotlight for just 2 minutes to reveal their #1 Idea that will dramatically change credit unions today! You won’t want to miss this high-energy, high-impact session!
Breakout Summits Sessions resume
Networking Break in Exhibit Hall
Roundtable Discussions & CU Connect Event
CEO Q&A Luncheon with “The BowTie Economist” Elliot Eisenberg, Ph.D.
[Limited to first 150 CEOs who register. No additional fee required.]
Elliot Eisenberg, Ph.D. (aka, “The Bowtie Economist”) promises to entertain and educate in this fun, thought-provoking presentation as he reveals the latest economic trends and what they mean to you and your CU. Dr. Eisenberg shares the story behind the statistics on such hot topics as trade tariffs, GDP, ROA, household wealth, auto lending, home loans, inflation, interest rates and the all-important yield curve. Find out everything you need to know to interpret the data and gain a better understanding of your local market conditions and what may lay ahead and why. Be ready to take plenty of notes you can use. There’s no sugar coating here!
Speaker: Elliot Eisenberg, Ph.D., Econ70, GraphsandLaughs.com
CEO BONUS: The first 150 CEOs who register for the convention are invited to a private luncheon and Q&A with Elliot Eisenberg, Ph.D. Bring your toughest questions about the economy, the markets, or the financial industry – and get the answers you need.
Networking Luncheon
Networking in Exhibit Hall
Breakout Summits Sessions
Special Half Day Workshop: Storytelling for Business Workshop with Hollywood Animator Matthew Luhn
[Separate registration required. $295/person. Limited to 200 attendees]
Join former Pixar animator and master storyteller, Matthew Luhn, in a special small-group workshop as he teaches you how to harness the power of a good story to connect and engage with your market. By the end of a typical workshop, participants learn how to:
- Communicate a unique and compelling story in one sentence
- Master the three key elements of storytelling
- Create well structured stories with the Story Spine
- Successfully brainstorm with others, using the “Yes and…” principle
- Harness the “Universal Truths” that connect with all people
- Transfer written ideas into visual beat boards
- Embrace fear and failing as a necessary part of the creative process
- Develop the top techniques to overcome creative blocks
Author of The Best Story Wins, Matthew gives you the same powerful techniques he has shared with companies like Salesforce, Google (four times at Google in 2019!), Udemy, Gartner, Charles Schwab, Target, Lego, Sony, Facebook, Adidas, Expedia, Hilton, LinkedIn, Bath & Body Works, Microsoft and Apple.
Keynote Speaker: Matthew Luhn, Former Pixar Animator, Story Artist & Author
Breakout Summits Sessions
Breakout Summits Sessions
Agenda
Day 4 - Friday 31st
Buffet Breakfast
Keynote Speaker: Jerry Greenfield, Ben & Jerry’s, Staying True to Your Mission
Jerry Greenfield and his long-time friend and business partner, Ben Cohen, are the men behind one of the most talked-about and least conventional success stories in American business. Co-founder of Ben & Jerry’s Homemade, Inc., Jerry has helped to build a store front venture into an ice cream and business phenomenon by making social responsibility and creative management strengths, rather than weaknesses. Jerry reveals a nuts-and-bolts guide to the promise and pitfalls of “values-led” business and offers a wake-up call for “socially conscious” and “mission-driven” leaders today.
Speaker: Jerry Greenfield, Co-Founder of Ben & Jerry’s Homemade, Inc.
Closing Speaker: Patrick Adams – The Big Four: Strategies for Growth Beyond 2020
Financially, CUs are the healthiest they have been in many years. More than 95% have at least a CAMEL 2 rating. Most are flush with capital. Yet, a new generation is coming who can buy anything from A to Z with one-click, Google answers in an instant, and access an entire world from a pocket phone. “We may be the single, healthiest entity that may also no longer be relevant if we’re not careful,” warns Patrick Adams. Find out how to capitalize on the Big Four: Innovation, Member Experience, Corporate Culture & Social Responsibility – so your CU thrives for the next 10, 20, 30 years. The time is now!
Speaker: Patrick Adams, CEO, St. Louis Community CU
Adjourn
Paris Las Vegas presents spectacular rooms, service, and entertainment.
Come discover the world-renowned luxury that awaits you.
Paris Las Vegas presents spectacular rooms, service, and entertainment. Come discover the world-renowned luxury that awaits you.
Room rate: $129 – $139/night + $20 daily resort fee
Hotel cut-off date: Sunday, July 5, 2020
Reservation Center: 877-603-4389 / Group Code: SPDIR0
Book your room and save big!
Check out the deals from our friends at Paris Las Vegas:
- Complimentary in-room and meeting room Internet access (for 2 devices)
- Complimentary daily admission for 2 to the Fitness Center
- Join our Caesars Rewards® loyalty program to gain access to exclusive member pricing and earn credits when you play, dine, shop or stay. LEARN MORE
- FREE Express Check-out
We’ve reserved a limited number of rooms at Paris Las Vegas for special discounted rates. Attendees may make a reservation by calling 877-603-4389. Please mention the Group Code “SPDIR0” in order to get the discounted rate.
Attendees may also make their reservation online at https://book.passkey.com/go/SPDIR0
Hotel Deposit & Cancellation Policy:
Hotel allows individual cancellations without penalty up to seventy-two (72) hours prior to the guests’ scheduled arrival date. Hotel shall charge the guest (1) night’s guaranteed guestroom rate plus tax for cancellation within seventy-two (72) hours of the scheduled arrival date or failure of the individual to check-in on the scheduled arrival date. Any remaining nights of a “no-show” reservation will be canceled. It is policy to require a credit card or cash deposit for incidental charges. Hotel accepts Visa, MasterCard, American Express, Discover, or Diners Club.
Check-in time is 4:00 PM and check-out time is 11:00 AM. Any departures after 11:00 AM are subject to the full day charge.
Paris Las Vegas requires a first night’s room deposit and applicable tax charges, to guarantee accommodations.
Hotel Piracy
We have received information that several travel housing companies are claiming to have a relationship with CU Leadership Convention, and/or Paris Las Vegas Hotel & Casino. These companies and others like it are NOT in any way affiliated with us. The only official, exclusive housing block for this event can be accessed directly from this website and through instructions on the conference brochure. Any other channels of booking reservations are not authorized.
Reserve Your Seat!
You and your entire leadership team are invited to the #1 event for America’s credit union leaders. Every year, we strive to make the CU Leadership Convention bigger, bolder and more inspiring. Our 43rd year is no exception.
- Choose from 60+ information-packed sessions across 7 Breakout Summits. Pick and choose your favorites.
- Reserve your seat for a special half-day workshop with former Pixar animator Matthew Luhn as he gives you the secrets to help you craft a better story for your CU!
- Choose from any of our ALL-NEW Deep-Dive Hot-Topic Pre-Conference Workshops! Register for 1 of 4 options on critical topics including: How to create an entrepreneurial CU … Interpret a CU’s financials in 21/2 minutes … Build an executive compensation plan … Develop a digital marketing blueprint.
- Every morning we kick off the convention with some of the world’s most inspiring and thought-provoking keynote speakers.
- And you won’t want to miss world-class comedian Louie Anderson to cap off opening day with an evening that will have everyone laughing!
Hurry! Register by the early-bird deadline and save. Plus, SAVE even more with our sliding-scale discount. The more you send, the more you SAVE!
See you in Vegas!
Dennis J. Sullivan
Convention Chairman
Who Should Attend?
- CEOs
- Board Chairs
- Directors
- Supervisory Committee Members
- Chief/VP of Marketing
- Chief/VP of Finance
- Chief/VP of Lending
- Chief/VP of Technology
- Chief/VP of HR
- Chief/VP of Member Business Lending
Choose 1 of 4 Workshops
Tuesday, July 28, 1:00 – 5:00 pm
Separate registration required.
Hot Topic #1
Think Big, Act Small – How to Succeed as an Innovative and Entrepreneurial CU
What makes a group of innovative organizations turn value into profit, focus on growth, and lead their respective markets? The secret can be found in an entrepreneurial mindset that leads to creative choices, bold actions and dramatic results — small everyday acts any CU can use that can make a very big impact.
Find out how you can begin to create an innovative and entrepreneurial culture using the same strategies that have helped other CUs:
- Generate repeat business from 82% of new members.
- Grow non-interest income by 50% without increasing service fees.
- Maintain ROA levels well about 1.50% and net worth ratios in the low-teens.
- Engage high-potential employees that also increases retention and improves communication across departments.
- Extend the reach and brand value of existing products to drive growth.
- Expand time-tested operations and business models in new markets.
If you’re tired of settling for mediocrity and want to seize new opportunities — regardless of squeezed margins, daunting competition and regulatory cost pressure — then you won’t want to miss this special workshop.
BONUS: Every attendee at this special workshop also gets Jeff Rendel’s all-digital, micro-learning webinars so you can continue to apply these ideas throughout the year.
Speaker: Jeff Rendel, President, Rising Above Enterprises
Hot Topic #2
Do it Like a Pro – How to Decipher Your CU’s Financial Statements in 2-1/2 Minutes
Speaker: Tim Harrington, CPA, President, TEAM Resources
We all know someone who can just seem to mystically glance at a CU’s financial statement and immediately understand what it all means – and even flag problem areas that may not even be disclosed in the official numbers.
The real value of interpreting the financials is to read between the lines and to quickly and confidently make decisions based on the analysis. Tim Harrington, one of the CU Convention’s All-Time Highest-Rated Speakers, reveals step-by-step how to evaluate the most important ratios so you can make informed decisions, anticipate the financial future and maximize your ROA.
In this hands-on seminar, Tim gives you the secrets you need so you can pick through the numbers and analyze your CU’s financial condition – or any other CU’s financials – in less than 2-1/2 minutes! The secret is to focus on what’s most important. This guidance alone will save you hours of frustration and dead-end discussions.
Whether you’re new to interpreting CU financials or you’re a long-term veteran who wants to learn how the pros do it – this is a must-attend workshop!
Hot Topic #3
Hands-On Workshop: 9 Steps to Create a Deferred Compensation Program to Help Recruit and Retain Executive Talent
Sponsored by CUNA Mutual Group
It’s natural that deep-pocketed financial institutions will eventually target your top executives, as success will do that. Deferred compensation programs are one of the few powerful incentives your credit union can prudently offer to keep your best executive talent from jumping to competitors.
Join this hands-on workshop to walk through the often-complex structure of a deferred compensation program that allows your executives to earn income, in excess of their regular salary, that is paid at a future date. These arrangements provide income paid in retirement and/or in increments prior to retirement to help in recruiting and retaining the top performers to lead your credit union in fulfilling its strategic plan.
This hands-on session will walk through a 9-step framework for developing and maintaining a deferred compensation program to take your executive compensation and benefits package to the next level. You’ll take away a custom plan outline that will help in implementing a program to reward the leaders your credit union needs to grow and thrive!
Speaker: Andy Roquet, Sr. Executive Benefits Specialist, CUNA Mutual Group
Hot Topic #4
Planning for Exponential Growth: How to Develop a Digital Marketing Blueprint
Websites. Marketing automation. Email. Social media. Data and analytics. AI. The list of digital marketing tactics can feel overwhelming and frustrating as changes in technology, consumers, and the competition continues all around us. But it doesn’t have to.
Attend this hands-on workshop to learn how to elevate your marketing, sales, and leadership teams with a Digital GROWTH Blueprint that has empowered other financial brands to transform their website into their number source for growth while adding an additional $2.2 million in NII from converted digital lead in less than 18 months.
You’ll leave this session with a 90-day strategic roadmap framed around your top Goals for Growth while also gaining clarity into the biggest Roadblocks you must eliminate along with the greatest Opportunities available for you to create or capture.
Don’t Miss These Two Bonus Offers:
- Get a Complimentary Copy of Banking on Digital Growth: A Strategic Marketing Manifesto to Save Financial Brands
- Three 30-minute strategic peer group coaching sessions lead by James Robert Lay that hold you accountable while providing you with further actionable insights.
Speaker: James Robert Lay, Founder & CEO, Digital Growth Institute.
The Nation’s Top Speakers are Here!
Lone Survivor, Marcus Luttrell: A Tribute to Courage, Honor and Leadership
Marcus Luttrell is the author of the #1 New York Times best-selling book, Lone Survivor, which tells the harrowing story of four Navy SEALs who journeyed into the mountainous border of Afghanistan and Pakistan in Operation Redwing. An unparalleled motivational story of survival, the book is also a moving tribute to the friends and teammates from SEAL Team Ten who did not make it off the mountain. Luttrell’s amazing story made the leap to the big screen with the blockbuster film, Lone Survivor, directed by Peter Berg and starring Mark Wahlberg as Luttrell. Join Marcus Luttrell in a very powerful and thought-provoking keynote address as he discusses how anyone can achieve incredible success with determination, perseverance and a drive to “never quit.”
Keynote Speaker: Marcus Luttrell, U.S. Navy SEAL & Navy Cross recipient
Storytelling for Business – Lessons CU Leaders Can Learn from a Top Hollywood Animator
Storytelling is the #1 business skill necessary to connect, motivate, and lead people in today’s world. Stories compel us to engage in experiences, learn lessons, and define our values and ourselves within our organization. Matthew Luhn, a 20-year Pixar story veteran, brings his experience creating and developing 10 blockbuster films at Pixar (including Finding Nemo, Ratatouille, Up, Toy Storys 1-3, Monsters, Inc., Monsters University, and Cars), and provides practical strategies that teach and inspire people and teams to connect more effectively with audiences on an emotional level. Matthew uses the power of storytelling to bridge the gap between business and heart, driving your story toward one unforgettable selling point.
Keynote Speaker: Matthew Luhn, Former Pixar Animator, Story Artist & Author
How to Run a Values-Led Business & Make Money, Too
Jerry Greenfield and his long-time friend and business partner, Ben Cohen, are the men behind one of the most talked-about and least conventional success stories in American business. Co-founder of Ben & Jerry’s Homemade, Inc., Jerry has helped to build a store front venture into an ice cream and business phenomenon by making social responsibility and creative management strengths, rather than weaknesses. Jerry reveals a nuts-and-bolts guide to the promise and pitfalls of “values-led” business and offers a wake-up call for “socially conscious” and “mission-driven” leaders today.
Speaker: Jerry Greenfield, Co-Founder of Ben & Jerry’s Homemade, Inc.
The Big Four: Strategies for Growth Beyond 2020
Financially, CUs are the healthiest they have been in many years. More than 95% have at least a CAMEL 2 rating. Most are flush with capital. Yet, a new generation is coming who can buy anything from A to Z with one-click, Google answers in an instant, and access an entire world from a pocket phone. “We may be the single, healthiest entity that may also no longer be relevant if we’re not careful,” warns Patrick Adams. Find out how to capitalize on the Big Four: Innovation, Member Experience, Corporate Culture & Social Responsibility – so your CU thrives for the next 10, 20, 30 years. The time is now!
Speaker: Patrick Adams, CEO, St. Louis Community CU
2-Minute Spotlight: What’s Your Best Idea in 2 Minutes?
Six of the CU Convention’s Top-Rated Speakers will compete in this one-of-a-kind session. Each will have the spotlight for just 2 minutes to reveal their #1 Idea that will dramatically change credit unions today! You won’t want to miss this high-energy, high-impact session!
6 x 6: Six Speakers Unveil their Best High-Impact Strategies in Just 6 Minutes
We have challenged the CU movement’s most innovative minds to reveal their top strategies to deliver the most value to either the members, employees or the credit union. Here’s the catch. They have just 6 minutes to less to reveal their BEST high-impact strategies. This session is ranked as one of the Top 5 Sessions every year!
Featuring 50+ Speakers & 50+ Sessions!
New sessions added every week.
Join former Pixar animator and master storyteller, Matthew Luhn, in a special small-group workshop as he teaches you how to harness the power of a good story to connect and engage with your market. By the end of a typical workshop, participants learn how to:
- Communicate a unique and compelling story in one sentence
- Master the three key elements of storytelling
- Create well structured stories with the Story Spine
- Successfully brainstorm with others, using the “Yes and…” principle
- Harness the “Universal Truths” that connect with all people
- Transfer written ideas into visual beat boards
- Embrace fear and failing as a necessary part of the creative process
- Develop the top techniques to overcome creative blocks
Author of The Best Story Wins, Matthew gives you the same powerful techniques he has shared with companies like Salesforce, Google (four times at Google in 2019!), Udemy, Gartner, Charles Schwab, Target, Lego, Sony, Facebook, Adidas, Expedia, Hilton, LinkedIn, Bath & Body Works, Microsoft and Apple. Separate registration required. Limited to the first 200 registrants.
Leadership Summit
4 Alternative Funding Vehicles That Improve Investment Options
Don’t settle for traditional CU investments any longer! Learn how your credit union can take advantage of investment instruments outside the limitations of Parts 703 and 704 to help offset expenses for executive and employee compensation and benefits—and your CU’s charitable donations. Discover how your board compensation committee can strategically invest in funding options such as Business-Owned Life Insurance (BOLI), annuities, trading stocks and bonds and FASB-compliant equities—with the possibility of increased returns but additional risk. Find out how to structure a funding program that is compliant and fits within your credit union’s strategic goals.
Speaker: Andy Roquet, Sr. Executive Benefits Specialist, CUNA Mutual Group
Sponsored by
Technology & Cybersecurity Summit
Emerging Cyber Risks: Practical Strategies to Guard Against Real-Time Threats
As the largest insurance provider of business protection solutions focused on credit unions, CUNA Mutual Group has provided over 2,300 risk consultations with credit union leaders. Our consultants dive deep into 40 years of credit union claims data to provide valuable insights to strengthen your risk mitigation program. When risk management is effective, typically nothing bad happens. But if you’re blindsided by a problem, your credit union reputation takes the hit. Don’t let not knowing what’s around the corner take the blame. This session will introduce emerging risks and loss trends associated with issues related to technology; frauds & scams; operations & security; and other cyber threats. Introducing ways credit unions can confidently safeguard their organization from these risks will also be highlighted.
Speaker: Derek Laczniak, CIC, CRM, Partner, Director of Cyber Practice, M3 Insurance
Marketing Summit
Digital Marketing Multiplied – 6 Simple Steps to Maximize Your Digital Growth Potential
Digital empowers financial marketers and their sales teams to sell more loans and gain more deposits than ever before. But many CUs are held back by legacy thinking and systems built around branch sales and broadcast marketing even though 81% of consumers start their financial buying journey online. Break free from the past and learn how to confidently map out digital consumer journeys for your key product lines with a simple, 6-step strategic framework. Take home strategies for every stage of a consumer’s digital buying journey that have increased digital leads by as much as 1,500% in addition to generating over $120,000 new member lifetime value from digital referrals in just 3 months.
Speaker: James Robert Lay, Founder & CEO, Digital Growth Institute
Leadership Summit
Top 10 Economic Trends Every CU Leader Must Know – Guaranteed to Entertain & Educate!
Elliot Eisenberg, Ph.D. (aka, “The Bowtie Economist”) promises to entertain and educate in this fun, thought-provoking presentation as he reveals the latest economic trends and what they mean to you and your CU. Dr. Eisenberg shares the story behind the statistics on such hot topics as trade tariffs, GDP, ROA, household wealth, auto lending, home loans, inflation, interest rates and the all-important yield curve. Find out everything you need to know to interpret the data and gain a better understanding of your local market conditions and what may lay ahead and why. Be ready to take plenty of notes you can use. There’s no sugar coating here!
Speaker: Elliot Eisenberg, Ph.D., Econ70, GraphsandLaughs.com
CEO BONUS: The first 150 CEOs who register for the convention are invited to a private luncheon and Q&A with Elliot Eisenberg, Ph.D. Bring your toughest questions about the economy, the markets, or the financial industry – and get the answers you need.
Member Business Lending Summit
Balancing the Risks & Rewards of Member Business Lending
Member Business Lending offers huge rewards for CUs today that have not been available previously. MBLs are now the second-fastest growing loan product Yet, NCUA warns, “Commercial lending is not appropriate for all credit unions.” Rewards also come with risk. Find out how to experience double-digit loan growth and manage the risk safely and soundly in this seminar. Plus, find out how to make commercial lending everyone’s business in the CU! In this session you will get:
- Best practices from veteran MBLs who are achieving dramatic growth.
- Proven solutions to ensure you & your entire team and managing the risks associated with commercial loan products.
- Time-tested secrets to compete with the Big Banks in any market.
- And much more.
Speaker: TBD
Lending Summit
20 Tactics that can DOUBLE Your Direct Auto Loan Volume
The nation’s top CU lending experts – and one of the CU Leadership Convention’s most dynamic speakers – returns to reveal the 20 tactics you can use to turnaround your direct auto loan program. Don’t settle for lower margins in the face of tough competition with dealers and the captives. Find out how ordinary CU lenders are generating extraordinary performance with 1.3 ROAs … 100% increases in direct loan volume … and increased profitability.
Speaker: Brett Christensen, Owner, CU Lending Advice, LLC
Technology & Cybersecurity Summit
The Rise of the Planet of the Apps: The Battle for Members in a Mobile-Centric World Continues
Dave DeFazio of StrategyCorps, one of the CU Leadership’s Convention’s #1 rated speakers, is back! This time he reveals how the newest fintech apps are changing how an entire generation is banking. See for yourself in a power-packed LIVE demo. Discover how millennials can build credit without ever securing a credit card…buy while on Facebook…bank online without even banking and more. Most importantly, discover how you can compete now before the financial world changes as you know it.
Speaker: Dave DeFazio, Partner, StrategyCorps
Sponsored by:
Financial Summit
Judgment Day: How to Win the Ultimate Financial Battle for Core Deposits, Better Technology & Economy of Scale
As a CU Leader, you’re the lynchpin that works to ensure every financial obligation meets or exceeds member expectations externally while also balancing the risk of those investments internally. One of the CU Leadership Convention’s Top Speakers, Pete Duffy, reveals the interconnected risks in the battle for core deposits, investments in new technology and the constant pursuit of efficiency – and how you can drive growth while also increasing profitability. Plus, take home 4 strategies to create better value for your members based on the practices of the Top Performing CUs.
Speaker: Peter Duffy, Managing Director, Sandler O’Neill, L.P.
Leadership Summit
“Okay Boomer!” “Okay Zoomer!” How to Bridge the Great Generational Divide
The biggest generation since the Baby Boomers are entering the workforce with very different expectations … different work styles … different attitudes … and different career goals. Yet, Baby Boomers aren’t willing to quickly give up their own expectations and attitudes either. Long-time CU trainer Renee Sattiewhite shows how CU leaders can embrace the 4 Quadrants needed for better communication AND understanding between Millennials and Boomers – and bridge the great divide between the two most influential generations. Take home practical strategies you can use right away.
Speaker: Renee Sattiewhite, CEO & Founder, Sattiewhite Training Productions, Inc.
Human Resources Summit
Exposing & Eliminating the Elephant in Your CU
Bottom lines are negatively impacted whenever diversity and inclusion issues arise. And this ‘elephant in the room’ continues to expand the gap between the behaviors that unlock the potentials of a diverse workforce and leaders acting as if it’s not an issue. This program is designed to help credit unions create a competitive edge by instituting a culture of inclusive leadership for greater profitability and value creation. In this high-energy, life-changing session you will get the 4 levers that drive inclusion and the 6 behaviors that support inclusion efforts in the workplace you can use right away.
Speaker: Samuel Jones, Ph.D., www.DrSamuelJones.com
Lending Summit
Re-imagine Mortgage Lending: One Thing Any CU Can Do to Compete with the Big Banks – and Win!
Competing with the likes of Bank of America, JP Morgan Chase or Wells Fargo in mortgage lending is a challenge for any CU. But there is one thing TDECU found they can do better than the Big Banks – go fast! Learn how Brandy Phillips redesigned the half-century-old mortgage lending process to differentiate itself by cutting the traditional 30-day closing period down to just 18 (the goal is 10 days!) … build a referral network among local Realtors … and boost its loan volume by 36%. Don’t make a move without hearing Brandy’s secret that helped them turn everything around!
Speaker: Brandy Phillips, VP of Mortgage, TDECU
Financial Summit
Bill Hampel’s Economic Outlook for 2021 & Beyond
One of the credit union movement’s most respected economists, Bill Hampel, returns to share his expert analysis of the economy for the next 18 months. Get answers to critical questions including: How likely is a recession to occur? How might employment be affected? Is GDP expected to continue to expand? Are interest rates expected to rise or fall? What about inflation? Find out first-hand how your CU’s loan demand, savings flows and earnings may be affected – and how the economy may affect member behavior.
Speaker: Bill Hampell, Economist
Sponsored by 
Leadership Summit
9 Best Practices to Grow (Without a Merger) in an Ultra-Competitive Market
Feeling the urge to merge? Stop! You do NOT need to merge to survive or thrive – even in today’s instant access, always-on, demanding market. Join Tim Harrington, one of the CU Leadership’s Top-Rated speakers, as he gives you 9 proven strategies to grow your CU with real-world case studies you can use in your CU. These are the same tactics other CUs are using to increase profits, reduce costs, boost membership and drive up ROA. You won’t want to miss these CU-tested strategies to better compete in your market.
Speaker: Tim Harrington, CPA, President, TEAM Resources
Lending Summit
7 Small Things that Can Dramatically Boost Your Loan Balances and Lending Profitability
Disruption! Revolutionary Thinking! Big Hairy Audacious Goals! These buzzwords may help sell the latest business books, but they don’t always lead to steady, sustainable growth. Brian Waldron isn’t looking for the “next big thing” at Hudson Valley FCU. He’s focused on building relationships with members – small things that make a big difference in lending. Discover the little things he has done over time to reduce expenses 10-25% … drive down delinquency rates to 0.56%, on average … and work towards automating as much as 60%-65% of the application process … increase the net interest margin .10-.25% … and more!
Speaker: Brian Waldron, SVP/CLO, Hudson Valley FCU
Technology & Cybersecurity Summit
Cyber-Fraud and Cyber-Security: Bridging the Gap to Protect Your CU & Your Members
While the hackers have been stealing the headlines over data breaches, fraud remains credit unions’ largest threat. It’s just more sophisticated. Yet, many CUs have not bridged the gap between fraud prevention and cyber-security costing billions in internal and external threats. Find out how to apply the newest tactics to protect against online attacks … push payment scams … identity theft … account takeovers … and more.
Speaker: Alex Hernandez, VP, Emerging Technology, DefenseStorm
Lending Summit
Direct Auto Lending: 3 Proven Strategies to a Successful Direct Auto Lending Program (without cutting rates!)
While many CUs have aggressively expanded their indirect loan programs in the face of increasing competition and aggressive dealer incentives, California CU has taken a different approach. 91% of CCU’s auto loan portfolio is made up of direct auto loans – and it doesn’t sacrifice rates, credit quality or LTV. CCU has managed to grow its auto loan portfolio by an average of 8% YoY since emerging from the Great Recession. Find out how CCU competes with a diligent marketing approach, a new risk-based pricing process that has reduced some loan approvals to just minutes and a cross-selling program that has helped increase auto loan production volume by over 10%. See for yourself how you can grow your direct auto lending portfolio without competing on the loan rate.
Speaker: Patrick Zarifian, SVP/CLO, California CU
Leadership Summit
Merger Mania: Practical Guidance for Every CU Leader in the New M&A Market
Every day, on average, there is another merger in the credit union movement. Nearly all are driven by the desire to better compete in the market and improve member services in an era of unprecedented technological change. However, every merger is different and is fraught with pitfalls. To help you make the best decisions in a merger for your CU and your members, we have brought together three of the most innovative M&A experts to help uncover potential liabilities … resolve key non-economic issues early in the process … Leverage the key factors you need to grow and maintain adequate ROA and capital … confidently assess a potential merger partner … and overcome the most important CU deal killers.
Speakers: Lawrence Spaccasi, J.D., Partner at Luse Gorman, P.C.; Peter Duffy, Managing Director, Sandler O’Neill & Partners, L.P.; Glenn Christensen, Founder and President/CEO of CEO Advisory Group
The 43rd Annual CU Leadership Convention is BIGGER, BOLDER, BETTER Than Ever!
Meet an engaged audience of Credit Union Executives:
- Showcase your company’s solutions
- Generate highly-qualified leads
- Boost your presence at the industry’s most top rated convention
- Close the deal by networking with key decision makers
Contact Us:
For more information on sponsorship or exhibiting
opportunities, please contact your Convention Relationship
Manager, Andrea Trout.
Phone: 1-301-675-4262
Email: atrout@culeaders.com
Credit Unions by asset size:
Attendees by region:
This is an exclusive opportunity to sponsor one of the 7 breakout summits.
(Once you are a signature partner sponsor no other competitor can sponsor the breakout summit.)
Summits are: Leadership (SOLD), Lending, Marketing, Member Business Lending, Technology/ Cyber, Financial, and Human Resources.
Keynote speaker opportunity to kick-off the sponsored summit
- Summit Roundtable Breakout Session
- Access to pre and post-event attendee list
- One pre-event email to registered attendees
- One webinar on a topic of your choice marketed to 18,000 CU decision-makers
- Company branding included in all promotional materials – print, website, and digital marketing reaching 31,000 CU decision-makers in multiple channels
- Company branding & ads included in on-site guidebook
- 6 complimentary All-ACCESS registrations to the convention and featured entertainment
- Premium placement 10’ x10’ or 10’ by 20’
- Company branding in convention app
One Breakout Session Sponsorship in a CULC Summit: Lending, Marketing, Technology/ Cyber, Financial and Human Resources.(Sponsorship is non-exclusive)
- Access to pre-and post-event attendee list
- One pre-event email to registered attendees
- One Webinar on a topic of your choice marketed to 18,000 CU decision-makers
- Company branding included in all promotional materials – print, website, and digital marketing reaching 31,000 CU decision-makers in multiple channels
- Company branding & ads included in on-site guidebook
- 4 complimentary All-ACCESS registration
- Premium placement 10’ x10’ or 10’ by 20’
- Company branding in convention app
- Access to pre and post-event attendee list
- One pre-event email to registered attendees
- Company branding included in all promotional materials – print, website, and digital marketing reaching 31,000 CU decision-makers in multiple channels
- Company branding included in on-site guidebook
- 10’x10’ or 10’ x 20’ exhibit space
- Company logo in convention app
- Up to 3 complimentary All-ACCESS registrations to the convention and featured entertainment
- Access to pre and post-event attendee list
- Company branding included in all promotional materials – print, website, and digital marketing reaching 31,000 CU decision-makers in multiple channels
- Company branding included in on-site guidebook
- 10’x10’ exhibit space
- Company logo in convention app
- Up to 2 complimentary All-ACCESS registrations to the convention and featured entertainment
See what past sponsors/exhibitors have to say…
Sudeep Verma,
Nucleus Software Exports Limited
I have not seen such an informative convention where there were 7 different sub-conventions addressing complete sphere of segments of any CU addressing all the…
Joan McBrayer,
Claim Your Youth
CU Leadership offers the opportunity to get in front of key decision makers. With approximately 1400 people in attendance, you are guaranteed to get the traffic…
Kevin S Cordray,
ResponseGenius LLC
CU Leadership is a great Credit Union conference with representation from across the country.
Sudeep Verma,
Nucleus Software Exports Limited
I have not seen such an informative convention where there were 7 different sub-conventions addressing complete sphere of segments of any CU addressing all the burning topics in each one of them. I keep on attending such leadership conventions across globe but this by far was the best one.
Joan McBrayer,
Claim Your Youth
CU Leadership offers the opportunity to get in front of key decision makers. With approximately 1400 people in attendance, you are guaranteed to get the traffic you need to make it a successful show.
Exclusive Sponsorship Opportunities
Relax & Enjoy One of the Greatest Stand-Up Comedians of All Time: Louie Anderson
Get ready for a hilarious evening with iconic comedian Louie Anderson, a three-time Emmy Award® winner and one of the country’s most recognized and adored entertainers. He was named by Comedy Central as “One of 100 Greatest Stand-Up Comedians of All Time.” His career has spanned more than 30 years beginning with his debut on the Tonight Show with Johnny Carson in 1984. The rest is history. Leno, Letterman, The Late Late Show with Craig Ferguson, The Late Show with Stephen Colbert, “Comic Relief,” Showtime, HBO and CMT specials followed, including hosting the legendary game show, Family Feud. He continues to tour the country performing to standing-room-only crowds worldwide with his inimitable brand of humor and warmth.
Conference Pricing Information
We understand that the registration fee includes admittance to all sessions, continental breakfasts, luncheons, refreshment breaks, and working materials and any entertainment hosted by the convention. We also understand that the guest experience package includes admittance to 2 continental breakfasts, 2 luncheons, 1 buffet breakfast, 1 guest experience tour, refreshment breaks and any entertainment hosted by the convention. Guest registration is necessary to attend one or all of these events and must be received prior to the event to ensure space.
Full conference registration July 28–31, 2020.
3 Ways to Register:
Cancellations and Substitutions:
If you’re unable to attend, you’re welcome to send a substitute. Or, if you cancel in writing by Thursday, May 2, 2020, you may get a full refund. After that date, there is no refund, but you may use your registration fee at next year’s CU Leadership Convention. Registrants who do not cancel and do not attend are liable for the full conference fee. Cancellations via phone will not be accepted.
We’re so confident that the CU Leadership Convention will meet your credit union needs that we are offering our 100% Money-Back Guarantee. If you don’t return to your credit union with the strategies needed to contribute to the growth of your organization, write us and we will promptly return your entire registration fee—no questions asked.
