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

Shane Knighton

President/CEO, MBL, LLC

Michael Mucilli

SVP/Senior Business, Services Officer

Ancin Cooley

Founder/Principal, Synergy Credit Union Consulting

Brendan Wiechert

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.

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

 4 Steps to Leverage PPP and Find Growth Opportunities

Credit Unions have trailed banks in commercial banking development for what seems like forever. The PPP loan process has opened huge opportunities for the credit unions that are willing to invest the time, talent, and resources to leverage the successes (and failures) of PPP. This talk will cover four key areas, sales, marketing, brand, and the competition, showing you how some fast moves in these key areas will position your credit union to enjoy the benefits of PPP involvement.

Speaker: Jim Pond, co-founder of James & Matthew

Helping Main Street Move Forward with Efficient Small Loan Programs

The drastic changes in the economy over the last several months mean businesses in your community will need more help than ever in getting back on their feet. So how can your credit union help these businesses with their smaller loan requests while managing PPP loans, assisting existing borrowers with modifications, and assessing the new uncertainties in your commercial portfolio? Join Michael Mucilli, Senior Vice President of CU Business Group, for best practices in developing an effective and efficient small loan program that will maximize your resources to help get businesses in your community the funds they need to move forward.

Speaker: Michael Mucilli, SVP/Senior Business Services Officer, CU Business

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!


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.