Home     Attend     Agenda     Speakers     Sponsors/Exhibitors     Sponsor/Exhibit      Hotel      About Us



Come Back Soon For Details On Our 2023 Agenda

See our 2020 agenda below


Schedule at a Glance

Friday, March 13, 2020

8:00 a.m.                              Exhibit Hall & Complimentary Breakfast Open

9:00 a.m. – 9:45 a.m.        Concurrent Seminars

9:45 a.m. – 10:30 a.m.      Exhibit Hall

10:30 a.m. – 11:15 a.m.      Concurrent Seminars

11:15 a.m. – 11:45 a.m.       Exhibit Hall

11:45 a.m. – 12:30 p.m.       Concurrent Seminars

12:30 p.m. – 1:45 p.m.         Buffet Lunch

1:45 p.m. – 2:30 p.m.         Concurrent Seminars

2:45 p.m.                                Raffle & Prizes

3:00 p.m.                                Show Concludes

Friday, March 13, 2020







8:00 AM

Breakfast, Trade Show Floor, Networking – the exhibit hall is open all day

9:00 AM – 9:45 AM

Consumer Credit Markets & Modeling Credit Risk


Consumer credit markets are an important part of the US economy because they fuel consumer spending, which represents roughly 70% of GDP. Thus, understanding the economics driving consumer credit markets is vital for professionals working in the financial industry. Join us in this session to see how the care you take in modeling and mitigating credit risk can impact the trajectory for your financial institution’s profitability, risk, and financial security.

Learning Objectives:
1. Understand full scope of credit markets and how it influences the current and projected macroeconomy.
2. Dive deep into student loans, auto loans, and deposit trends to grasp the breadth of credit risk associated in these market segments, and how they will affect your institution.
3. Learn techniques for new credit modeling best practices, including the role real-time borrower income data has on your credit risk ratings.

Taylor Nadauld, PhD

Chief Economist

Visible Equity, an nCino company

Jump Start Your Home Loan Program


This session will start off with an overview of the current state of the mortgage industry before helping you discover ways to jump start or grow your home loan program. Join us as we not only discuss the role of the loan officer but cover the processes to provide a full product line to your members while offering competitive rates and presenting servicing options. We’ll also share tips for marketing your program, overview various systems and share best practices.

Wallace Jones

Vice President of Training

Member First Mortgage

Text Messaging for Credit Unions


9 out of 10 consumers would like to be able to use Text Messaging to communicate with businesses. But what’s stopping Credit Unions from leveraging Text Messaging to engage members? Learn why Text Messaging is a valuable tool for your Credit Union’s communication with current and potential members as well as best practices for meeting compliance regulations, integrations and business intelligence.

Ashish Garg

Co-founder and CEO



10:30 AM – 11:15 AM

Hacking Lessons Learned


This session will explore what it actually means to be hacked – everything from why hackers hack to how they select their targets to how they cover their tracks on the way out. Using real-world examples, we’ll take an inside look at how hackers identify and exploit weaknesses in networks. We’ll also address what you can do to protect and prepare your organization

Ben Hayden

Risk Services Manager


Credit Card Programs:  Trends, Insights and Evaluating Future Program Strategies


This session shares highlights of recent and future industry trends including cardmember expectations and use, new account acquisition, cardmember retention, and program effectiveness and viability.  It also depicts and evaluation of future program alternatives of different models while highlighting critical items for consideration.

Bill Bierman

VP | Partnership Development

Elan Financial Services

CECL – What You Actually Need to Know: A Practical Discussion


The new CECL standard has brought a lot of concerns and confusion to credit union management. This presentation and discussion will focus on bringing clarity about CECL and how to find the right solution for your credit union. We will form a straightforward and simple understanding of what CECL is and what is expected of credit unions. We will address common concerns of credit unions and will answer questions from the attendees including: What is CECL? What methodology is right for my credit union? What data do I need? What resources are needed? Come take part in a practical discussion on CECL and learn what you actually need to know.

Jeffrey Johnson

Senior Analyst/VP of R&D

Mark H. Smith Inc

11:45 AM – 12:30 PM

Value driven Retention, Retirement, and Yield


Boards and executives list retention, succession, recruitment and retirement as top concerns for the long-term viability of their organizations. With an estimated 40% of executives expected to retire in the next 5 years, the ability of your organization to deliver on your mission and serve your community rests with the leadership you develop, reward, and retain. Learn more about designing, implementing, and administering supplemental executive retirement & retention plans that focus on financial and tax efficiency, and can result in increased focus on community, leadership continuity, financial stability, and commitment to mission for your organization.

Eric Stearns

President & CEO

Stearns Financial

Cyberattacks on the Louisiana Government –  How You Can Avoid Them


At the end of 2019, the Louisiana State Government and the New Orleans City Government were hit by 2 different ransomware attacks forcing them to shut down servers and declare a state of emergency. With these types of attacks on the rise, it’s more important than ever to be proactive when it comes to your cybersecurity efforts. Learn more about the ins and outs of ransomware, and what you can do to avoid a similar type of breach.

Vikash Ramnanan

Information Security Analyst

TraceSecurity LLC

Maximize Your Debit Card Program ROI


Analyze the primary drivers of your debit card penetration, activation, usage and revenue, enabling you to make more informed marketing decisions and increase your profitability.

  1. Benchmark your program to understand where the opportunities to grow are
  2. Identify new revenue opportunities and how to drive increased transaction volume
  3. Create and implement a solution that addresses areas of under- performance identified through benchmarking
  4. Assess identified opportunities

Undertake Debit Card Growth – ACTION

  • Affinity & Loyalty Programs
  • Sweepstakes/Promotions
  • Mobile
  • Free Marketing
  • Analytics

Patricia Gosnell

Vice President, Senior Sales Executive


1:45 PM – 2:30 PM

What is Really the Problem? Steps to Solving Employee Issues


Before something can be fixed, it is important to know what specifically the issue is. When it comes to employees, determining the specific issue and the cause of a problem can prove to be a difficult task. Participants in this session will learn how to identify the specific employee behavior that needs to change and why the issue is occurring. With this information, participants will learn ways how to effectively correct the employee issues.

Susan Looney


Insight HR Strategies

You Can Keep Wasting Money…or Double the Impact of Your Marketing Spending


Every credit union has a name, an image, a culture, a certain look and way of talking about itself. Collectively, these things and others create an amazingly powerful intangible asset – a brand.

When properly managed, a brand creates a perception, a promise, and a reassurance of trust that can lead to extraordinary business success and member loyalty. When not properly managed, a brand can leave tremendous revenue potential on the table and waste an incredible amount of money on ineffective marketing, advertising, promotions, social media, and PR. How do you use your brand, an asset you already possess, to make your organization unique, special, a better choice? For many credit unions, this question has no compelling answer…yet.

In this powerful talk, world-class brand strategist Glenn C. Van Deusen reveals how a strong brand compels your target audience to make you their first choice. His message has the power to awaken your full brand potential and multiply the impact of all your marketing spending, regardless of the size of your organization. You will learn how to apply the skills of some of the best brands in the world to leverage strengths your organization already possesses and create a brand story that rationally and emotionally connects with your members and prospective members.

A credit union case study will be presented to show a real-world example of how an organization that was already doing well became even more successful. After finding and quantifying what truly made them special, this credit union redirected their strategic plan, rewrote their approach to marketing, initiated new employee training, and achieved record results. The talk will also cover how your organization can answer the four most essential branding questions – Who are we? What do we stand for? What makes us unique? Why are we a better choice?

Glenn C. Van Deusen

President & Founder

Van Deusen & Levitt Associates, Inc.