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

Bill Hampell


Peter Duffy

Managing Director, Piper, Sandler Companies

Bill Paton

Assistant Vice President, Lending & Participation

Larry Spaccasi, Esq.,

Luse Gorman, PC

Take home practical guidance & innovative solutions including:

  • Expert economic analysis for the next 18 months.
  • Practical solutions to increase your capital base & lending power with subordinated debt.
  • Best practices to effectively manage your balance sheet & boost your bottom line.
  • Risk management tools in the battle for core deposits, new technology & reduced costs.
  • Insights to forecast loan demand, savings flows, earnings & member behavior.
  • 4 strategies to create better value from the nation’s Top Performing CUs.
  • Loan participation tactics that can increase ROA 22%.
  • And much more!

ONE ticket = ALL sessions

Featuring 7 NEW Breakout Summits with more than 50 thought-provoking sessions from 60 expert speakers!

ONE ticket gives you an ALL-ACCESS pass to ALL 7 Breakout Summits. Pick & choose from dozens of terrific sessions. See an incredible
line-up of Keynote Speakers!


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

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, Piper, Sandler Companies

Opportunities, Tips, Tricks, Secrets and Pitfalls of Loan Participations

Loan Participations are critical to effectively manage your balance sheet. Take home industry best practices to most effectively utilize participations as well as solutions to some of the toughest challenges facing other CUs. Finally, we’ll provide case studies to highlight the financial value (increasing ROA by 22% in one study) and reveal other
loan participation tactics that have boosted bottom lines.

Speaker: William D. Paton, Assistant Vice President, Lending & Participation;

Ryan McCarroll, Strategic Initiatives Leader, Alloya Corporate FCU

Sponsored by:

Subordinated Debt: A Tool For Growth — is it Right for Your Credit Union?

Newly proposed NCUA regulations clarify the regulatory treatment of subordinated debt and specify how CUs can take advantage of such instruments to expand their capital base, lending power and overall ability to serve more members. Learn the risks and benefits of subordinated debt so you can determine if it should be part of your CU’s capital management toolbox.

Speaker: Larry Spaccasi, Esq., Luse Gorman, PC

Sponsored by:

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.