Schedule at a Glance
Conference Home Fees & Location Agenda Sessions Register

 

Wednesday, May 14, 2014

8:30 am - 4:30 pm Registration
9:00 am - 9:30 am Continental Breakfast
Sponsored by State National Companies
9:30 am - 10:30 am Welcome & Opening General Session
Hide Your Goat

Steve Gilliland, Steve Gilliland, Inc.
Sponsored by Certified Funding, L.P.
10:30 am - 10:45 am Networking Break
10:45 am - 12:00 pm Concurrent Education Sessions I
  1. Impact of CFPB Mortgage Changes
    Wallace Jones, CU Members Mortgages
  2. How Marketing Analytics Will Change the Way You Lend
    Dave Gilbert, Visible Equity
    Sponsored by Visible Equity
12:00 pm - 1:30 pm Networking Lunch
Sponsored by ASG
1:30 pm - 2:45 pm Concurrent Education Sessions II (sessions repeat)
  1. Think, Track and Cross Sell Like a Dealer
    Mark Schultz & Galli Davis, ASG Results
  2. Minimizing the Risk of Consumer Loan Fraud
    Jim Bullard, CUNA Mutual Group
    Sponsored by CUNA Mutual Group
  3. Leading and Managing Lending Staff
    Pierre Cardenas, CU Lending Advice, LLC
    Sponsored by Auto Exam
2:45 pm - 3:00 pm Refreshment Break
3:00 pm - 4:15 pm Concurrent Education Sessions III
  1. Think, Track and Cross Sell Like a Dealer
    Mark Schult & Galli Davis, ASG Results
  2. Minimizing the Risk of Consumer Loan Fraud
    Jim Bullard, CUNA Mutual Group
    Sponsored by CUNA Mutual Group
  3. Leading and Managing Lending Staff
    Pierre Cardenas, CU Lending Advice, LLC
    Sponsored by Auto Exam
4:30 pm - 5:30 pm Networking Reception
Sponsored by PSCU
   

Thursday, May 15, 2014

8:30 am - 9:00 am Continental Breakfast
Sponsored by Lending Insights
9:00 am - 10:30 am General Session
Miserable or Motivated: It's Up to You!
Matt Monge, Mazuma Credit Union
Sponsored by Certified Funding, L.P.
10:30 am - 10:45 am Networking Break
10:45 am - 12:00 pm Concurrent Education Sessions IV (sessions repeat)
  1. Marketing Panel Discussion - Successful Loan Promotions and Best Practices
    Sponsored by SWBC
  2. Be an Account Resolver, Not a Payment Beggar
    Charles Blake, Blake Credit Union Services
    Sponsored by Allied Solutions
  3. Emerging Payment Technologies - What Do They Mean for Credit Unions?
    Kent Potterton, PSCU
12:00 pm - 1:00 pm Networking Lunch
1:00 pm - 1:15 pm Lending Council Annual Meeting
1:30 pm - 2:45 pm Concurrent Education Sessions V
  1. Marketing Panel Discussion - Successful Loan Promotions and Best Practices
    Sponsored by SWBC
  2. Be an Account Resolver, Not a Payment Beggar
    Charles Blake, Blake Credit Union Services
    Sponsored by Allied Solutions
  3. Emerging Payment Technologies - What Do They Mean for Credit Unions?
    Kent Potterton, PSCU
2:45 pm - 3:00 pm Networking Break
Sponsored by TruHome Solutions
3:00 pm - 4:30 pm General Session
Positively Magical Service!
Billy Riggs
6:00 pm - 9:00 pm Celebration!
Sponsored by CUNA Mutual Group   Credit Union Resources, Inc.
 
   

Friday, May 16, 2014

8:00 am - 9:00 am Full Breakfast Buffet
Sponsored by CU Members Mortgage
9:00 am - 10:15 am Concurrent Education Sessions VI
  1. Using Social Media to Promote Your Products
    Wendy Bryant-Beswick, generations federal credit union
    Sponsored by Allied Solutions
  2. Auto Leases - Alternative Loan to Grow Your Portfolio
    James Post, Fairlease
  3. Small Asset Size Credit Union Roundtable
    Facilitated by Gary Parker, 1st University CU
10:15 am - 10:30 am Networking Break
10:30 am - 12:00 pm Closing General Session
Laugh-O-Nomics™ - Connecting Happiness at Work to Business Success

Brad Montgomery, Brad Montgomery Productions
12:00 pm - 12:15 pm Closing Remarks and Prize Drawings - Must Be Present to Win!

 
*Schedule is subject to change without notice.