4th Annual CUNA Lending Council CLO Forum

April 11-12, 2017 in San Diego, CA. 

The CLO Forum will bring credit union senior lending executives together to discuss challenges and opportunities facing our industry today. Find out what other credit union chief lending officers are talking about in an open forum environment driven from attendee input. The CLO Forum provides an excellent opportunity to network with industry peers.

I find Chief Lending Officer forums to be invaluable in identifying emergent trends and threats and to keep a pulse on the industry. I love networking with my peers and am very much looking forward to the CUNA Lending Council CLO Forum. I hope to see many familiar faces there.  -  Jim Block, SVP, Chief Lending Officer, Baxter Credit Union

The CLO Forum is Sold Out


Forum Agenda

Download Agenda Downloadable Agenda

Forum Facilitators: Bob Stowell and Mike London
 

Day One:

Tuesday, April 11, 2017

5:30-7:00 pm
Executive Room
2nd Level
Networking Reception

Meet all of your fellow CLOs

Day Two:

Wednesday, April 12, 2017

8:00-8:30 am
Crystal Ballroom Historic Lower Level
Networking Breakfast

 
8:30-8:45 am
Crystal Ballroom
Welcoming and Introduction

Bob Stowell, CUNA Lending Council Chair
8:45-9:45 am
Crystal Ballroom

Is Your Credit Union Litigation Ready? 

Stuart M. Richter [bio], Partner at Katten Muchin Rosenman LLP
Currently representing several credit unions in active class action litigation, Stuart Richter will provide insight on how senior executives can help their credit unions avoid lawsuits, minimize their cost, and prepare for the best possible outcome should litigation occur.

9:45-10:15 am
Crystal Ballroom
Open Discussion: Impact and Implications on CU Lending
10:15-10:30 am
Crystal Ballroom
Networking Break
10:30-11:45 pm
Crystal Ballroom

Combined with Unleashing the Power of CU Data with Advanced Analytics
Auto Lending: Momentum into an Uncertain Future

Chris McShea [bio], Partner at McKinsey & Company
As the high-tech and automotive worlds merge—with four disruptive trends driving change— the future of the auto sector will create new rules for success with broad implications on the credit union industry. Learn from a financial services thought leader on how to best prepare your credit union.
10:30-11:45 pm
Crystal Ballroom



Combined with Auto Lending: Momentum into an Uncertain Future
Unleashing the Power of CU Data with Advanced Analytics

Tim Peterson [bio], CIO at CUNA Mutual Group

CUNA Mutual Group is making a significant investment in advanced data analytics capabilities that will enable credit unions to better serve members and achieve business goals. Tim will share the key data analytics opportunities in credit unions and how CUNA Mutual is going to help credit unions capitalize on these opportunities.

11:45-Noon
Crystal Ballroom
 
Open Discussion with Chris McShea and Tim Peterson

Q&A on megatrends and future-proofing your credit union’s lending capability
Noon-1:00 pm
Crystal Ballroom
Historic Lower Level
Networking Lunch
1:00-2:00 pm
Crystal Ballroom
CLO Roundtable Open Discussion

{Prior to the meeting attendees will be surveyed for desired discussion topics. The top three topics will be discussed by the group}
2:00-2:15 pm
Crystal Ballroom
 
Networking Break
2:15-3:15 pm
Crystal Ballroom

Best Practices in Credit Union Performance

  • Where is your credit union finding success?
  • Where are emergent growth opportunities?

We will share plots of attendees’ and aggregate common critical business partners’ performance in product growth, penetration, and efficiency to stimulate discussion and help identify best practices. (Don’t worry - we will only label top performers, but give everyone their own data.)


{Attendees’ self-reported business partner and employee counts by product area and function will be coupled with NCUA call report data}
3:15-3:30 pm

Thank You and Parting Words
Conclusion and Attendee Requests for Follow-Up

 

Bob Stowell, CUNA Lending Council Chair

The unique collaboration of the credit union industry allows this to be a great opportunity to learn ways to take your organization to the next level and develop yourself professionally. The best take away will be the contacts you have made and network you have extended. Contact information of attendees will be provided to encourage future networking.


Is Your Credit Union Litigation Ready?

Currently representing several credit unions in active class action litigation, Stuart Richter will provide insight on how senior executives can help their credit unions avoid lawsuits, minimize their cost, and prepare for the best possible outcome should litigation occur.

Stuart M. Richter, Partner at Katten Muchin Rosenman LLP

Stuart RichterStuart is Partner of Katten Muchin Rosenman’s Los Angeles office and chairs the law firm’s National Class Action Practice. Mr. Richter represents clients in a wide variety of complex business disputes, and has acted as lead counsel in trials in various California and other state courts, the United States District Courts in California and other states,, and in private arbitration proceedings. Mr. Richter’s practice is focused on the representation of clients who provide financial products and services, including banks, credit unions and other consumer and commercial finance companies originating or acquiring loans and secured obligations. He received Bachelor of Science degrees in finance and marketing from the University of Virginia in 1983 and his Juris Doctor degree from Pepperdine University School of Law, summa cum laude, in 1986.



Auto Lending: Momentum into an Uncertain Future

As the high-tech and automotive worlds merge—with four disruptive trends driving change— the future of the auto sector will create new rules for success with broad implications on the credit union industry. Learn from a financial services thought leader on how to best prepare your credit union.

Chris McShea, Partner at McKinsey & Company

Chris McSheaChris is a Partner in the Insurance Practice for McKinsey & Company. For over twenty years, he has focused on helping clients innovate with advanced analytics. Working at the intersection of strategy and analytics, Chris has supported the development of pragmatic solutions that blend emerging capabilities with the realities of the client’s competitive environment. Chris’ assignments have spanned the entire value chain as well as industry ecosystems. In addition, he spent eighteen months supporting government stabilization programs during the financial crises. His research has examined various business implications of advanced analytics programs including: adoption rates across the value chain, cross industry innovations, maximizing ROI, and the challenges of c-suite dynamics. The latter work has been published in the Harvard Business Review



Unleashing the Power of CU Data with Advanced Analytics

CUNA Mutual Group is making a significant investment in advanced data analytics capabilities that will enable credit unions to better serve members and achieve business goals. Tim will share the key data analytics opportunities in credit unions and how CUNA Mutual is going to help credit unions capitalize on these opportunities.

Tim Peterson, Chief Information Officer at CUNA Mutual Group

Tim PetersonTim Peterson is the senior vice president, chief information officer for CUNA Mutual Group. In this role he is responsible for leading the Information Technology teams and supporting the organization with an enterprise-wide technology strategy, solutions and systems that help drive the company’s long-term strategic plans.

Prior to joining CUNA Mutual Group, Peterson served as executive vice president, chief information officer at Wellmark, Inc. He was responsible for the Business Technology Services division, which included information technology, business planning and portfolio management. In this role, he led a multi-year transformation initiative that focused on consumer-facing, distribution, product, and back-office capabilities.

Peterson also spent 12 years at UnitedHealth Group, where he served as chief information officer in its health analytics and consumer business (Optum). He played a key role in leading a strategic transformation from B2B to B2C through several mergers, acquisitions and organic growth. In addition, Peterson held Information Technology positions at IBM.

Peterson earned his MBA from the University of Minnesota Carlson School of Management, and his BBA, Management Information Systems, from the University of Wisconsin – Eau Claire. Peterson holds designations as a Certified Information Systems Security Professional (CISSP®) and a Certified Information Security Manager (CISM®).