Southwest Lending Conference

Conference Home Fees & Location Agenda Sessions Register


Tuesday, May 15, 2018

5:00 p.m. - 6:00 p.m. Welcome Cocktail Party
Sponsored by PSCU

Wednesday, May 16, 2018

8:30 a.m. - 3:00 p.m. Registration
8:30 a.m. - 9:00 a.m. Continental Breakfast
Sponsored by SWBC
9:00 a.m. - 9:30 a.m. Welcome to Conference
9:30 a.m. - 10:30 a.m. Opening General Session
Inside The White House and Hollywood...Getting to the Top with Character
Steve Ford
Sponsored by Allied Solutions
10:30 a.m. - 10:45 a.m. Refreshment Break
10:45 a.m. - 12:00 p.m. Breakout Sessions
  1. Stepping into Consumer Lending
    John Baptista, Impact Training & Consulting
  2. Building an Effective Program for ITIN Lending - A Chief Lending Officer's Perspective
    Deke Alexander, CU Evolution
    Sponsored by CU Evolution
  3. Demystifying Blockchain and Cryptocurrencies
    Justin Lutes, Catalyst Corporate FCU
  4. Staffing Your MBL Program for Maximum Success
    Mike Smith, CU Business Group
12:00 p.m. - 1:30 p.m. Networking Lunch
Sponsored by Servion Mortgage
1:30 p.m. - 2:45 p.m. Breakout Sessions
  1. Building Upon One's Consumer Lending Knowledge
    John Baptista, Impact Training & Consulting
  2. Loans Lead the Way (To Better Earnings)
    Debbie Rightmire, Cornerstone Credit Union League
  3. How to Double Your Market Share in a Rising Rate Environment
    Wallace Jones, Finance of America Mortgage
  4. Starting and Growing Your Member Business Lending Program
    Mike Smith, CU Business Group
2:45 p.m. - 3:00 p.m. Refreshment Break
Sponsored by ASG Results
3:00 p.m. - 4:15 p.m. General Session
Lending Technology: Where We’ve Been & Where We are Headed
Don Arkell, CU Lending Advice
4:30 p.m. - 5:30 p.m. Networking Reception
Sponsored by Auto Exam | Vision
  Dinner on your own - Enjoy the sights & sounds of Galveston!

Thursday, May 17, 2018

8:30 a.m. - 9:00 a.m. Registration & Continental Breakfast
Sponsored by ConServe
9:00 a.m. - 10:30 a.m. General Session
Incentives, Ethics & Loan Growth
John Baptista, IMPACT Training & Consulting
Sponsored by Certified Funding
10:30 a.m. - 10:45 a.m. Refreshment Break
10:45 a.m. - 12:00 p.m. Breakout Sessions
  1. Is Your Credit Union Texting its Members and Increasing Funding Ratios by 40%?
    Erin Wilson, Zipwhip
    Sponsored by zipwhip
  2. Trends Shaping the Mortgage Industry in 2018
    Candace Jones, eCUMortgage
    Sponsored by ECU Mortgage
  3. Navigating the Lending Landscape
    Jen Torbeck, CUNA Mutual Group
    Sponsored by CUNA Mutual Group
  4. USDA 101
    Jeremy Gilpin, Great Commercial Lending
12:00 p.m. - 1:15 p.m. Networking/Lending Professional of the Year Luncheon and Lending Council Annual Meeting
Sponsored by CU Members Mortgage
1:30 p.m. - 2:45 p.m. Breakout Sessions
  1. Credit Cards: Maintaining Profitability in Uncertain Times
    Brad Wylie, PSCU
    Sponsored by PSCU
  2. Branch Process vs. Centralized? A Roundtable Discussion
    Deke Alexander, CU Evolution
  3. Gaining an Edge over Your Competition with Risk Based Rates
    Matt Roe, Open Lending
    Sponsored by Open Lending
  4. Credit Risk Philosophy & Evaluation
    Crystal Dowd, DFTC, Inc.
2:45 p.m. - 3:00 p.m. Refreshment Break
3:00 p.m. - 4:30 p.m. General Session
Lending to Your Underserved Members
Brett Christensen, CU Lending Advice
Sponsored by Certified Funding
6:00 p.m. - 9:00 p.m. Signature Event: "Fun in the Sun" Beach Party
Sponsored by CUNA Mutual Group
Drink Sponsors: Evans Simpson and Associates, inc.Servion MortgageCUFGJanus AMC

Friday, May 18, 2018

8:30 a.m. - 9:00 a.m. Full Breakfast
9:00 a.m. - 10:15 a.m. Breakout Sessions
  1. Understanding the Dynamics of a Digital Lending Experience
    Keith Riddle, Corporate One FCU
    Sponsored by Corporate One FCU
  2. Maserati Misery - How Credit Unions are Targeted for High-End Car-Finance Fraud
    Frank Drake, Esq., Smith Debnam Narron Drake Saintsing & Myers
  3. Operational Efficiences to Improve your Bottom Line
    Steve Hewins, CU Members Mortgage
  4. What's Trending in Business Services? A Panel Discussion
    Facilitated by Eddie Vollenweider, Neighbors FCU
10:15 a.m. - 10:30 a.m. Refreshment Break
10:30 a.m. - 11:30 a.m. Closing General Session
Crack or Crack Up
Devin Henderson, Henderson Entertainment
Sponsored by Credit Union Resources, Inc.
11:30 a.m. Closing Remarks and Prize Drawings
Prize Drawing Sponsored by Lending Council