12:00 p.m.
Registration
Lunch available
1:00 p.m.
Welcome & Opening Remarks
1:30 p.m.
Small Credit Union Success Strategies
Tom Sakash, CUNA
During this session, you will hear case studies of small credit unions that have found tremendous success in focusing on a narrow target market. The most common denominator among successful small credit unions nationwide is having a clearly defined niche and reshaping your organization around serving that niche better than any other financial services provider. Learn how numerous credit unions have executed this strategy and are now thriving organizations that have big plans for a sustainable future.
2:30 p.m.
Vendor Break
Take time to mingle with the vendors and see what's new this year. Enjoy snacks and light refreshments.
2:50 p.m.
Your Top Questions Answered on Immediate Payments
Melissa Ashley, Corporate One FCU
You have questions about immediate payments. We have answers. The RTP® network is celebrating its fifth anniversary this year, and the new FedNow® Service just recently launched. Although 70% of the demand deposit accounts in the U.S. have access to the RTP network, many financial institutions are still testing the waters. To alleviate the concerns about immediate payments that are keeping you up at night, this session will answer your pressing questions on risk, fraud, operations, and which network you should choose. Rest assured that after this session your credit union will be poised to tackle immediate payments and start reaping the many benefits they offer.
3:50 p.m.
Roundtable: Payments & Strategies for Success
This will be an open-forum discussion. You have an opportunity to submit a question for your peers during registration, so be sure to let us know what you would like to discuss.
4:50 p.m.
Education concludes
5:30 p.m.
CEO Dinner
Goggin Ice Center (610 South Oak Street, Oxford, OH 45056)
Gather for dinner, drinks, and networking. All are invited to join. Transportation to be provided.
Buffet dinner provided by:
Bar provided by:
8:00 p.m.
Uptown Pub Crawl (optional)
8:00 a.m.
Breakfast
8:45 a.m.
Welcome
9:00 a.m.
Auto Default – Credit Union Requirements
Michael Stultz, Stultz & Stephan, Ltd.
10:00 a.m.
Vendor Break
Take time to mingle with the vendors and see what's new this year. Enjoy snacks and light refreshments.
10:30 a.m.
Anything is Possible Through Collaboration and a Network of Strategic Partners
Geoff Johnson, CU Answers
Most mid-market credit unions share similar challenges in today’s marketplace. Geoff shares his insights on how mid-market credit unions across the country face these challenges head-on and how you might be able to plug these into your 2024 and 2025 Business Plans.
11:30 a.m.
Lunch
Provided by:
12:45 p.m.
CECL Adoption
Scott Runyan, GBQ
1:45 p.m.
U.S. Economic Outlook & its Impact on Credit Unions
Steve Rick, TruStageTM
The U.S. economy is experiencing historic demand and supply shocks leading to the highest inflation in 40 years. The Federal Reserve has raised interest rates at the fastest pace in 40 years. What will higher interest rates do to the economy in 2023 and beyond? Are fundamental changes in the jobs market apt to cause long-term labor shortages and wage pressures? Explore the possible paths of the economy and what impact it will have on credit union balance sheets and income statements for the next two years.
2:45 p.m.
Vendor Break
Take time to mingle with the vendors and see what's new this year. Enjoy snacks and light refreshments.
3:15 p.m.
Roundtable: Liquidity, Recessions, & Best Practices
This will be an open-forum discussion. You have an opportunity to submit a question for your peers during registration, so be sure to let us know what you would like to discuss.
4:15 p.m.
Education concludes
5:30 p.m.
Cookout
Marcum Center
Enjoy mingling with peers while enjoying food and competing in our annual cornhole tournament and euchre! All are invited to join.
Bar provided by:
Prizes provided by:
8:00 a.m.
Breakfast
8:45 a.m.
How Facilities, Marketing, & People Create the Financial Success Puzzle
Jeff Klump and Nicole DeRogatis, K4 Architecture + Design
Understanding how the puzzle pieces of facilities, marketing, and people fit together to bring about financial success is key for any business. When these elements are combined strategically, brand consistency and member loyalty result, which in turn translates to a boost in the bottom line. Taking steps to ensure brand consistency across facilities, marketing, and personnel can attract new members while retaining existing ones and increase profits through repeat business. Knowing how to balance brand presence with cost-effectiveness, backed by an experienced and motivated team that puts member satisfaction first, leads to improved profitability over the long term.
9:45 a.m.
Branding, Booze, and Banking: Lessons from a Serial Entrepreneur and Resistance Wine
Kirk Drake, Author & Founder of CU 2.0
Hear from a serial entrepreneur on:
This funny, creative, fast-paced presentation draws from Kirk’s experience of starting and growing businesses in banking, technology, and wine.
10:45 a.m.
Break
11:00 a.m.
Roundtable: Marketing & Branding
This will be an open-forum discussion. You have an opportunity to submit a question for your peers during registration, so be sure to let us know what you would like to discuss.
12:00 p.m.
Event concludes
All attendees will be entered into a drawing for a chance to win one
of three $100 Amazon gift cards. You must be present to win.
© 2023 Corporate One Federal Credit Union
