Practical Guidance & Innovative Solutions with 60+ CU Experts including…

Top Performing Credit Unions- who are they and what they do differently?

What do top performers focus on and what is the “Three Legged Stool of CU Strategic Planning?”

What does top performing look like and how should a C-suite and board evaluate the performance of top CUs versus their own? How did top performers “get there” and how will top performance be sustained over multiple years. The longest reaching historical perspective possible will be used to show performance utilizing various sources including NCUA call report data.

The specific metrics to evaluate top performance will be shared and includes a practical discussion of why the metrics were chosen.

Actionable steps to maintain performance will be shared, including the strategic choices the board and C-suite should be considering to determine how to go forward given the impact of fintech and technology. At the highest level, a CU has 6 potential paths to take to remain vibrant, all will be shared.

Speaker: Peter Duffy, Managing Director, Piper Sandler

Top 4 financial strategies every CU must consider in a post-COVID economy

As unemployment rates stabilize, consumer spending recovers, interest rates begin to rise, and net interest margins get squeezed, how should CUs adjust in a post-COVID economy? Join ALM First’s Emily Hollis as she reveals the top 4 financial strategies every CU must consider including pricing loans … the “secret sauce” in your ALM reports … leveraging derivatives … and investing opportunities to seize (and those to avoid!) Plus, you’ll get Emily’s “Picking up Pennies Tips” – small things that can yield significant income over time.

Speaker: Emily Hollis, Owner, ALM First

How to navigate and maximize todays auto lending landscape

With increased competition and car values at all-time highs, learn how to utilize automation and pricing strategies to put your financial intuition in a position to grow your auto portfolio while effectively managing risk, and achieving yields 3 to 4 times greater than your prime portfolio.

Speaker: Matt Roe, Chief Revenue Officer, Open Lending

Managing Risk in a Rising Rate Environment

Everywhere we look there are signs of uncertainty and potential recession. Interest rates have already started trending higher and will likely continue to rise throughout 2022. This is the opposite of what typically happens when economic conditions deteriorate. Our industry continues to focus on economic uncertainty, inflation and the impact on credit union health. Participants will gain a broader understanding of economic conditions, inflation expectations, interest rate trends and income preservation action steps.

Speaker: Jim Craven, Vice President, McQueen Financial Advisors, Inc.

Ensuring a successful M&A deal

As the COVID-19 pandemic settles, M&A activity by and among CUs is poised to heat up and, perhaps, exceed pre-pandemic levels. Financial stress and the lack of succession among smaller, struggling CUs will increase merger activity among CUs. Less opportunities for community banks to find merger partners will fuel more bank acquisitions by CUs. Whatever side of the transaction you may be on in a M&A deal, you will not want to miss this session as we explain the Big 4 Strategies for an Effective M&A transaction. Receive valuable insight regarding (1) why a credit union would want to merge, including acquiring a community bank; (2) the planning phase of a M&A transaction, including key deal points and pricing considerations; (3) the various stages of a transaction, including how to properly conduct due diligence, negotiate the merger agreement and successfully receive regulatory approval; and (4) how to effectively utilize subordinated debt to enhance regulatory capital ratios and use it as a funding source to acquire a community bank.

Speakers: Larry Spaccasi, JD, Partner, Luse Gorman, PC;  Jeff Cardone, JD, Partner Luse Gorman, PC

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Bill Hampel’s Economic Outlook for 2022 & 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. Find out what factors might impact economic growth … consumer spending … interest rates … inflation … unemployment and more. Plus, find out first-hand how your CU’s loan demand, savings flows and earnings may be affected – and how these economic trends may affect member behavior.

Speaker: Bill Hampell, Economist

7 Benefits of Attending

1. Expert speakers sharing their best advice!

2. Practical, CU-proven guidance you can use.

3. Solutions to your toughest challenges.

4. Takeaways you can begin applying immediately.

5. Tested-tactics that will work for your CU.

6. Checklists, guides, templates &
tools to take with you.

7. Plain-English answers not available
anywhere else.

Separate registration required. Limited to first 100 registrants.

Author of The Best Story Wins, Matthew gives you the same powerful techniques he has share with companies like Salesforce, Google, Udemy, Gartner, Charles Schwab, Target, Lego, Sony, Facebook, Adidas, Expedia, Hilton, LinkedIn, Microsoft and Apple.