5th Annual CUNA Lending Council CLO Forum

April 4 – 5, 2018 | InterContinental New Orleans | New Orleans, LA

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.


Forum Rates:  CUNA Members - Free  /  Non-CUNA Members - $1,195

Register Now


Agenda:

Downloadable Agenda

Forum Facilitators: Ray Lindley and Jim Block
 

Day One:

Wednesday, April 4, 2018

5:30-7:00 pm

 
Networking Reception

Meet all of your fellow CLOs

Day Two:

Thursday, April 5, 2018

8:00-8:30 am Networking Breakfast
 
8:30-8:45 am
 
Welcoming and Introduction

Mike London, CUNA Lending Council Chair
8:45-9:30 am
 

Blockchain – the future foundation for Credit Union Lending?

John Ainsworth [bio], President, CULedger
If you believe the media buzz, Blockchain will soon revolutionize how all transactions are processed. In this session, former Mastercard EVP and now CULedger CEO John Ainsworth will explain why Blockchain is important to credit unions and how it may completely disrupt loan participation platforms, member authentication processes, real estate conveyance, and many other potential uses important to lenders. Enabling your credit union to leverage Blockchain will come at a cost. Should a lender support the investment?

9:30-9:45 am
 
Open Discussion: Technology Disruption in Lending
9:45-10:00 am
 
Networking Break
10:00-10:45 pm


 
Feeling Unprepared for the Corner Office? Understand market trends specific to CEO succession.

Mike Juratovac [bio], Market Leader, North American Financial Services Practice Group, Korn Ferry International

Join the opportunity to meet with credit union industry veteran Mike Juratovac in a discussion around credit union CEO succession and the leadership competencies driving the process in today’s evolving marketplace. This session will specifically explore positioning for lending leadership and strategies to consider as you consider the path to a CEO role. The interactive session will provide direct insight into a CEO process and the board dynamics impacting the development of an organization’s desired leadership profile.

10:45-11:00 am
 
Open Discussion: CLO Career Development Topics
11:00-Noon

 
CLO Round Table Discussion

{Prior to the meeting attendees will be surveyed for desired discussion topics. The top three topics will be discussed by the group.}
Noon-1:00 pm
 
Networking Lunch
1:00-2:00 pm
 
CLO Round Table 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
 
Networking Break
2:15-3:15 pm
 

Best Practices in Credit Union Performance

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

We will share plots of performance in product growth, penetration, and loan performance to stimulate discussion and help identify best practices. Top performers will be asked in advance to prepare one slide and discuss the drivers behind their organization’s success.

3:15-3:30 pm

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

 

Mike London, 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.



Blockchain–the future foundation for Credit Union Lending?

If you believe the media buzz, Blockchain will soon revolutionize how all transactions are processed. In this session, former Mastercard EVP and now CULedger CEO John Ainsworth will explain why Blockchain is important to credit unions and how it may completely disrupt loan participation platforms, member authentication processes, real estate conveyance, and many other potential uses important to lenders. Enabling your credit union to leverage Blockchain will come at a cost. Should a lender support the investment?


John Ainsworth, President at CULedger

John AinsworthPrior to joining CU Ledger, John served as Executive Vice President North America Markets at MasterCard Worldwide where he was responsible for managing the Independent Bank and Credit Union segments. He previously held the position of Senior Vice President, Global Accounts where he managed business development activities for one of MasterCard’s largest and complex global members including debit, RFID, prepaid, acquiring, and commercial segments.

John is a seasoned financial services executive whose background includes over 30 years of product and sales management experience with major financial organizations such as SunTrust Banks and Visa International. Having led and mentored sales forces specializing in strategic solution sales, he is credentialed with national recognized commercial sales programs such as Huthwaite and Miller Heiman.

John attended the University of Tennessee, Vanderbilt University and American Institute for Banking.


Feeling Unprepared for the Corner Office? Understand market trends specific to CEO succession.

Join the opportunity to meet with credit union industry veteran Mike Juratovac in a discussion around credit union CEO succession and the leadership competencies driving the process in today’s evolving marketplace. This session will specifically explore positioning for lending leadership and strategies to consider as you consider the path to a CEO role. The interactive session will provide direct insight into a CEO process and the board dynamics impacting the development of an organization’s desired leadership profile.
 

Mike Juratovac, Market Leader, North American Financial Services Practice Group, Korn Ferry International

Mike JuratovacMike brings over 25 years of search and consulting experience placing C-Level executives and middle management within the retail financial services industry.

Specific experience includes CEO of a national retained search firm specializing in credit unions, providing Mike with comprehensive understanding of industry specific trends related to leadership development, talent acquisition, compensation design, and CEO succession planning. He delivers a highly consultative approach working with board of directors and across executive leadership teams providing comprehensive talent management services with a deep commitment to relationship development.

Mike received a Bachelor of Science Degree in Finance and International Business from Northeastern University in Boston, MA.