Southwest Lending Conference Agenda
Conference Home Fees & Location Agenda Sessions Sponsors Register


Tuesday, May 16, 2017

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

Wednesday, May 17, 2017

8:00 a.m. - 8:30 a.m. Continental Breakfast & Registration
Sponsored by eCU Mortgage
8:30 a.m. - 9:30 a.m. Welcome to Conference
Mike Roark, Chairman, Cornerstone Lending Council
Caroline Willard, New CEO, Cornerstone Credit Union League
9:30 a.m. - 10:30 a.m. Opening General Session
Credit Unions: Staying Relevant, Becoming Prevalent
Mark Sievewright, Sievewright & Associates
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. Navigating Lending for Hispanics
    Winona Nava, Guadalupe CU
    Miriam De Dios, Coopera
    Cindy Williams, Policy Works
  2. The A to (Reg) Z Steps for Implementing an Auto Check
    Galli Davis & Mark Schultz, American Service Group
    Sponsored by ASG Results
  3. Basics of Lending
    Mike Roark, Neighborhood CU
    Sponsored by Lending Council
12:00 p.m. - 1:30 p.m. Networking Lunch
1:30 p.m. - 2:45 p.m. Breakout Sessions
  1. How Real Time Engagement Drives Credit Unions' Success
    Patrick McElhenie, CUNA Mutual Group
    Sponsored by
  2. Channel Lending: Bricks, Clicks & Calls
    John Hyche, Level5
  3. Minimize Risk & Grow Profitably in Auto Finance
    Brett Collett, Equifax
    Sponsored by Equifax
2:45 p.m. - 3:00 p.m. Refreshment Break
Sponsored by Transfund
3:00 p.m. - 4:15 p.m. General Session
Is Your Lending Program on Track? Things to Ponder
Larry Biernacki
Sponsored by Allied Solutions
4:30 p.m. - 5:30 p.m. Networking Reception
Sponsored by Rate Genius
  Dinner on your own - Enjoy the sights and sounds of Austin, the Live Music Capital of the World

Thursday, May 18, 2017

8:30 a.m. - 9:00 a.m. Continental Breakfast & Registration
Sponsored by SWBC
9:00 a.m. - 10:30 a.m. General Session
The Economy and Credit Union Lending
Mike Schenck, CUNA
10:30 a.m. - 10:45 a.m. Refreshment Break
Sponsored by TMG Financial Services
10:45 a.m. - 12:00 p.m. Breakout Sessions
  1. Loan Participations - Pitfalls and Potential
    Jeff Hamilton, Catalyst Corporate FCU
  2. Navigating the Evolving Road of the Military Lending Act
    Stacey Caughey, PSCU
  3. Synthetic Identities: A Top Threat for Credit Unions in 2017
    Jack Kelley, Tinker FCU
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. The New 723 and Real Life Changes for Implementation
    Scott Humphries, Amplify CU
    Preston Price, Smart Financial CU
    Eddie Vollenweider, Neighbors FCU
  2. A Practical Guide to CECL
    Ian Dunn, Visible Equity
  3. Practical Payments
    Kenton Potterton, PSCU
    Sponsored byPSCU
2:45 p.m. - 3:00 p.m. Refreshment Break
3:00 p.m. - 4:30 p.m. General Session
Lead with Lending: The Best Way to Serve Millennials
Jim Kasch, Canidae Consulting
Sponsored by Certified Funding
6:00 p.m. - 9:00 p.m. Signature Event: Lake Austin Riverboat Cruise
Sponsored by
Drink Sponsors Auto ExamCO-OP Financial ServicesCU Direct

Friday, May 19, 2017

8:15 a.m. - 9:00 a.m. Full Breakfast
9:00 a.m. - 10:15 a.m. Breakout Sessions
  1. More Loans and Higher Yields with Residual Based Financing
    Tim Kelly, Auto Financial Group
    Sponsored by Auto Financial Group
  2. Auto Loan Underwriting in the Near-Prime Space - Appropriately Pricing for Risk
    Drue Goodale, Open Lending
    Sponsored by Open Lending
  3. Two-way Texting to Accelerate the Lending Process
    Erin Wilson, Zipwhip
    Ian Swartz, Zipwhip

    Sponsored by ZipWhip
10:15 a.m. - 10:30 a.m. Refreshment Break
10:30 a.m. - 11:30 a.m. Closing General Session
Making the Most of Difficult Situations: Changing Markets, Changing Times
Garrison Wynn, CSP
Sponsored by Credit Union Resources, Inc.
11:30 a.m. Closing Remarks and Prize Drawings