| St. Petersburg, Florida

Lending Conference

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Save $200 with code LENDSAVINGS. Offer ends 9/14/18.

Monday, November 5

Sessions begin at 9:00 a.m. and conclude at 5:00 p.m.
  • 8:00 a.m. - 9:00 a.m.

    Start your day with hot breakfast, and the opportunity to build stronger connections with your peers from credit unions across the country.

  • No one likes to wait on anything. Wait times and the loss of productivity can mean the difference between your credit union booking the loan, or the member going elsewhere. Learn how to maximize efficiency in your credit union loan application process. This session will show you how to keep and grow your business amidst a less patient populace.

  • Real estate loans and member business loans (MBLs) can be among the most profitable loans for your credit union. Learn how to put more of these loans on your books with the key information you'll get from this session!

  • Banks and FinTech companies continue to grow market share. In fact, FinTech companies have the potential to grab $4.7 trillion in revenue from traditional financial service providers, according to Goldman Sachs. Credit unions need to stand out in this crowded space. Hear from a panel of credit union peers who have achieved massive lending success. Get tips, solutions and other insights on how to boost your lending program.

  • You need two things in order to compete in today's mortgage market: be digital and fast. Need proof? FinTech companies were the third largest mortgage originator in 2017! Ensure your outstanding mortgage products meet digital demand, so you can compete with FinTech, especially when it comes to attracting and retaining millennials!

  • What makes someone want a loan? Why does certain marketing catch on and become a brand of its own? Explore the behavioral science behind marketing and lending and use the insights gained to make all of your products and advertisements more successful.

Tuesday, November 6

Sessions begin at 9:00 a.m. and conclude at 3:45 p.m.
  • 8:00 a.m. - 9:00 a.m.

    Start your day with hot breakfast, and the opportunity to build stronger connections with your peers from credit unions across the country.

  • Successful credit unions understand how environmental factors affect their business and plan appropriately. In this informative economic presentation, you'll learn how key economic variables will perform and the resulting impact on the economy. Topics covered include: how GDP will perform, what interest rates will do, how the labor market will behave, how much firms will spend, how the residential housing sector and real estate in general will perform, and more.

  • Stay up-to-date in the rapidly evolving field of payments as you explore the latest in new payment technologies. In addition, you'll gain strategies your credit union can implement to take advantage of upcoming opportunities.

  • Identifying areas of risk in your operations and loan portfolio is critical to your credit union's success. Join us to review the latest in loan fraud, plus learn the appropriate controls to reduce loss exposure—and how to apply them. 

  • Energize for the second half of the day, and build stronger connections with your peers from credit unions across the country.

  • NCUA's Payday Alternative Loan (PAL) program provides a unique opportunity for credit unions to provide a vital alternative to payday loans for their members. Examine how successful credit unions have integrated this product into their portfolios and take advantage of the best practices they've learned.

  • Don't miss key opportunities to grab a bigger share of your members' wallets. Join us for an analysis of the latest trends in cross-selling to members. You'll get plenty of best practices to take back to your credit union!

Wednesday, November 7

Sessions begin at 9:00 a.m. and conclude at 4:00 p.m.
  • 8:00 a.m. - 9:00 a.m.

    Start your day with hot breakfast, and the opportunity to build stronger connections with your peers from credit unions across the country.

  • Terrific products still need assistance from engaging marketing campaigns. Discover how to create powerful online—and offline—marketing strategies and tactics that foster great member experiences and increase revenue. 

  • Both indirect and direct auto loan programs benefit your credit union. Attend this panel discussion of highly successful lenders and learn how to succeed in both markets. You'll also examine each program's unique challenges and the best ways to power past them.

  • Discover how to optimize your lending products for relevancy by looking at how to diversify your portfolio based on ever-changing member demographics. Attend this session to make sure you're always offering the right lending products to the right people, or you'll lose them. 

  • Energize for the second half of the day, and build stronger connections with your peers from credit unions across the country.

  • Unsecured loans have been available at credit unions for a long time, but they're often not promoted heavily—and therefore not utilized to their full potential. Through rebranding, unsecure loans are being marketed as "lifestyle loans." As a result, credit unions are seeing tremendous growth! Join us and learn how to increase revenue by "lending for a lifestyle."

  • Lending was, and continues to be, the earliest area of finance services to be disrupted by FinTechs. Is lending continuing down this path? What new disruptor might be waiting in the wings? How do credit unions proceed in this new era of lending? Learn what you need to start thinking about today, so you can create better success tomorrow.