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

Elliot Eisenberg, Ph.D.


Tim Harrington

CPA, President, TEAM Resources

Andy Roquet

Sr. Executive Benefits, CUNA Mutual Group

Renee Sattiewhite

CEO & Founder, Sattiewhite Training Productions, Inc.

Take home practical guidance & innovative solutions including:

  • 9 proven strategies to increase profits, reduce costs, boost membership & drive up ROA.
  • Top 10 economic trends that will impact member behavior.
  • Practical guidance for every CU leader in the new M&A market.
  • 4 Quadrants needed to bridge the divide between Boomers & Zoomers.
  • CU-tested strategies to better compete.
  • A 4-stage structured process to finding the ideal merger partner.
  • Alternative investments to fund executive compensation plans.
  • 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!


4 Alternative Funding Vehicles That Can Improve Income During These Challenging Economic Times

With permissible investments showing all-time low returns, credit unions having high deposits, lending projections in upcoming years, CUs are looking to non-traditional investment income to generate better returns. Learn how to invest outside the limitations of Parts 703 and 704 to help offset expenses for executive and employee benefits—and your CU’s charitable donations. Discover how to 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 some additional risk. Find out how to structure a funding program that is compliant and fits with your strategic goals.

Speaker: Andy Roquet, Sr. Executive Benefits Specialist, CUNA Mutual Group

Sponsored by

Digital Banking: Innovative Ideas to Convert to Your CU’s Operations for the “New Normal”

Every one of us has been suddenly thrust into a digital future. Everything we want to purchase and everyone we want to “see” is now done digitally, like it or not! A digital first strategy is now absolutely necessary for every credit union of every size. If not, the Fintechs and Big Banks will! Fortunately, you don’t have to figure it out alone. New products and technology have arrived on the scene in the last few months that make the digital leap much easier. In this session, I will identify a variety 3rd party partners that are creating amazing and affordable digital products and systems for even small credit unions. Discover how you can leverage new technology to better serve your members, create a new experience when they do come into your branches and how the role of tellers will forever change for the better!

Speaker: Tim Harrington, CPA, President, TEAM Resources

It’s Just Lunch: Finding the Perfect Merger

Just like dating, finding a CU partner can be just as frustrating. Yet, there is much to consider in a CU partner including the affects a merger may have on member services … employee turnover … executive retention … and the impact on the community.
Take home Glenn Christensen’s practical merger strategies using his 4-Stage Structured Process to help you find the perfect partner.

Speaker: Glenn Christensen, President, CEO Advisory Group

Women & Leadership: How To Set Yourself Up for Success

You work hard, you’re smart and you’re driven. Discover how to get a seat at the table, take charge of your career & get noticed. Join Val Mindak as she reveals how to create a personal action plan … set goals … make the commitment needed … and maintain a work/life balance to bring your plan to life! BONUS: Every attendee also gets Val’s
10 Rules to Climb the Ladder of Success.

Speaker: Val Mindak, CEO, Park City CU & 2019 CU Leadership Convention’s Award Winner

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,

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, Piper Sandler Companies;

Glenn Christensen, Founder and President/CEO, CEO Advisory Group

“Okay Boomer!” “Okay Zoomer!” 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.

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.