POSTPONED: CUNA Lending Council CLO Forum

Given COVID-19 concerns, CUNA Lending Council CLO Forum will not be conducting the April 29-30 CLO Forum. It will be re-scheduled for April 2021. The Lending Council will conduct a CLO Exchange as part of the 2020 Annual Conference in November.

For your immediate attention:  

  • Please immediately cancel your hotel reservation with The Brown Palace Hotel and Spa at 800-686-2649 to avoid being charged. They have a 48-hour cancellation policy. 
  • Contact your other travel providers (airlines) regarding the changes to your travel plans. 

Agenda:

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Day One:

Wednesday, April 29, 2020

3:00-5:00 pm



Welcome and Introductions Jim Block, CLC Chair

Peer to Peer Roundtable - Hot Topics and Success Sharing
Moderator: Mike Long, CLC Executive Committee
{Prior to the meeting attendees will be surveyed for desired discussion topics and recent successes to share}

Ever wonder what your fellow CLO’s are up late at night thinking about? Or something that is big in their shop that you are interested in learning more about? Or something they recently implemented that was a game changer? This will be your opportunity to hear and learn from people like you! A session for everyone to participate.  Pull a topic or a success and share with others in attendance.

5:30-7:30 pm Networking Reception and Dinner
​Meet all your fellow CLOs

Day Two:

Thursday, April 30, 2020

8:00-8:30 am
 
Networking Breakfast
8:30-9:30 am
 
Housing Market Update

John Toohig [bio], Managing Director, Raymond James Financial Inc, Memphis, TN

What lending trends, performance and economic trends have we seen and what do we see happening in the coming years. Macro housing market trends, home values, housing starts, sales projections etc. Potential rate environments we may see and their effects on lending and housing.
9:30-10:00 am
 
Open Discussion: Housing Market Update 
10:00-10:15 am Networking Break
10:15-11:00 am

Driving Measurable Lending Results with Your Digital Marketing Efforts

Becky Hubing [bio], Digital Marketing Manager, UW Credit Union, Madison, WI

Discover how an effective digital strategy can drive your credit union forward. In this session, explore various digital marketing channels and how they work together to bring high quality website visitors – improving your online conversion. Delve into real results demonstrating how strategic shifts brought in significantly more lending volume in 90 days
11:00-11:30 am


 
Open Discussion: Digital Marketing
11:30 am-12:30 pm Networking/Working Lunch
12:30-2:30 pm
 

Peer to Peer Roundtable - Hot Topics and Success Sharing Continued
Moderator: Cary Shumway, CLC Executive Committee
We know there is so much to talk about, so we decided to continue this session from yesterday…

Ever wonder what your fellow CLO’s are up late at night thinking about? Or something that is big in their shop that you are interested in learning more about? Or something they recently implemented that was a game changer? This will be your opportunity to hear and learn from people like you! A session for everyone to participate.  Pull a topic or a success and share with others in attendance.

2:30-2:45 pm
 

Thank you and Parting Words

Jim Block, CLC Chair

Conclusion and Attendee requests for Follow-up

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.

 

Driving Measurable Lending Results with Your Digital Marketing Efforts

Becky Hubing, Digital Marketing Manager, UW Credit Union, Madison, WI

Becky Hubing Becky’s foray into the world of digital marketing started nearly two decades ago building the first website in the NFL to feature advertising. As the industry evolved and emerged, Becky quickly realized it was the future of marketing. Her experience has taken her from professional services, software, and hospitality to nonprofits, higher education, professional sports, and financial services. Her specialties include developing digital advertising strategies, utilizing SEO and SEM to increase visibility and drive website visitors to act – all the while using analytics and online behavior tracking to validate results. Becky has utilized her digital expertise in partnership with large national brands including: Buffalo Bills, Great Wolf Resorts, Disney Interactive, Nickelodeon, TripAdvisor, Cartoon Network, Chicago Bears, and Insperity Technology. She has a Master’s Degree from Canisius College and a Bachelor of Science from the University of Wisconsin-Platteville.

 


Housing Market Update

John Toohig, , Managing Director, Raymond James & Associates, Memphis, TN

John Toohig
John joined Raymond James (formerly Morgan Keegan) in September of 2006. As manager of the Whole Loan group, his primary responsibilities include day-to-day trading of whole loan packages, portfolio analysis, transaction management and the structuring of whole loan, participation and various structured products. John’s product focus encompasses both seasoned and new production: residential mortgages (both QM and Non-QM), commercial mortgages, consumer lending, scratch and dent loans, and non-performing assets. Prior to joining the Whole Loan group at Raymond James, he was a part of the firm’s Taxable Banking platform where he was responsible for corporate debt transactions, trust preferred securities, sale leaseback transactions and ABS transactions.