Practical Guidance & Innovative Solutions with 60+ CU Experts including…
President/CEO, MBL, LLC
SVP/Senior Business, Services Officer
Founder/Principal, Synergy Credit Union Consulting
Director of Commercial & Business Services, STCU
Take home practical guidance & innovative solutions including:
- Strategies to grow a small loan program.
- Target commercial members based on your true risk tolerance levels.
- Secrets other CUs use to boost lending 10%.
- Proven tactics to compete with the Big Banks – and streamline your underwriting.
- Real-world strategies to drive up Net Interest Margins.
- Best practices from veteran MBL Execs to balance the risks & rewards of commercial lending.
- And much more.
Thursday, July 30
Storytelling for Business Workshop with Hollywood Animator
Learn how to harness the power of effective communication to influence and engage others.
Matthew Luhn gives you the same powerful techniques he has shared with companies like Salesforce, Google, Udemy, Gartner Research, Charles Schwab, Target, Lego, Sony, Facebook, Adidas, Expedia, Hilton, LinkedIn, Bath & Body Works, Microsoft and Apple.
Separate registration required. Limited to first 200 registrants.
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!
MBL Panel: Winning Tactics from America’s Leading Commercial Lenders
Competition for commercial banking is more challenging than ever. Yet, only 7% of the nation’s financial assets are held by CUs. Hear for yourself how some of the country’s most innovative MBLs are increasing market share … competing with deep-pocketed banks … identifying and serving niche commercial markets … expanding credit & deposit services … gaining critical operational and financial support for their boards … and seizing new opportunities.
Speakers: Brendan Wiechert, Director of Commercial & Business Services, STCU;
Sam Burns, VP Business Services, Purdue FCU
Maximizing Your Share of Wallet Through
Small Business Loans
A strong small loan program can help your members’ businesses grow, in turn helping the economic health of your community. Small loans are also a great way to help your credit union move beyond transactional lending and into more profitable commercial relationships. Join Michael Mucilli, Senior Vice President of CU Business Group, for best practices in developing a small loan program that will grow relationships and maximize your credit union’s business share of wallet.
Speaker: Michael Mucilli, SVP/Senior Business Services Officer, CU Business Groupwww.DrSamuelJones.com
Risk Tolerance: How to Target Your MBL So You Get the Deals that are Best for Your CU
Just about every CU involved in business lending wants to grow. But at what cost? Are you willing to accept “C” and “D” Paper or just “A” Paper? Find out how to effectively evaluate your CU’s true risk tolerance for commercial loans – and grow profitably. Plus, find out how to price your loans to compete with the Big Banks, streamline your underwriting – and ensure you are in compliance! Get the same secrets that have helped other CUs grow loans by 10% and boost Net Interest Margins.
Speaker: Ancin Cooley, Founder/Principal, Synergy Credit Union Consulting
Making the Transition from MBL to MBS:
A 5 Step Strategy to Greater Profitability
As banks continue to buy market share by slashing rates on commercial real estate, CUs must shift to offering business members a holistic suite of financial products that include cash management tools, deposit services and capital management solutions. Discover how to transition to a Member Business Service using a 5-Step Strategy that is generating 20%-40% increases in overall profitability for some CUs that you can put to work in your shop.
Speaker: Jim Devine, Co-Founder, Hipereon Financial Training Experts
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!
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!
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.
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.