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Schedule

Monday, November 16, 2020 - 10:00 – 11:00 AM CT

Sponsored by Members Trust Company

Adam Johnson, CEO/Principal c. myers

Participants will learn a framework for establishing capital needs, which is one of the most important things a finance team can do.  They will also learn communication tips to help engage other decision-makers in this important process.  Decision-makers with clarity on their capital capacity are better positioned to create lasting strategic impact. 

Monday, Nevember 16, 2020 - 11:00 AM – 11:15 AM CT

Sponsored by Federal Home Loan Banks

Monday, Nevember 16, 2020 - 11:15 AM – 12:15 PM CT

Sponsored by Plansmith

Moderator:  Doug Wright, CFO, Mission FCU, San Diego, CA

Panelists:  Brett Fisher, VP of Finance, Founders FCU, Lancaster, SC; Ed Lis, First Choice Financial FCU, NY; Paul Meissner, CFO, Credit Union of America, Wichita, KS; Ashley Vandermause, CFO, UnitedOne Credit Union, Manitowoc, WI

Panel discussion with credit union professionals who are in various stages of implementing CECL. Panelists will highlight the progress they've made and challenges they've experienced or anticipate with implementation of CECL. Panelists will also discuss how COVID-19 and its economic impacts have changed the way in which each participant has managed the ALLL and how he/she  has changed his/her strategy and methodology. They will share their forward-looking action plan and recommendations for successful implementation of CECL and managing the ALLL under the incurred loss model through the pandemic. Panelists work for credit unions of a range of asset sizes.

Monday, November 16, 2020 - 12:15 – 1:15 PM CT

Sponsored by Stifel

Monday, November 16, 2020 - 1:15 – 2:15 PM CT

Joe Kennerson, Managing Director, Darling Consulting

We are entering what could be the most challenging year in the history of our industry. Loan losses are imminent. Margin is falling off a cliff. Cash is piling up with little opportunity to deploy. The decisions we make at ALCO today will have lasting effects for tomorrow. Yet ALCO sometimes carry a stigma – a meeting that is backward-looking, policy-focused, and regulatory-driven without much strategic value. It’s time to change.

Join Darling Consulting Group’s Joe Kennerson in this strategically focused webinar. The session will cover two themes: first, share specific strategy ideas and case studies to prepare for the balance sheet challenges ahead; and second, share ideas to transform ALCO from that Dreaded Meeting and into a Profit Center.

Monday, November 16, 2020 - 2:15 – 2:30 PM CT

Sponsored by Financial Management Services, Inc.

Monday, November 16, 2020 - 2:30 - 3:30 PM CT

Sponsored by OM Financial
Robin Hoag, DoerenMayhew CPAs and Advisors, Miami, FL

In this session we will discuss several of the key considerations regarding credit unions and the increase in mergers and acquisition activity.  We will also discuss some of the pitfalls and opportunities that are relevant for credit unions to consider when looking to M&A as part of their growth strategy.  We will also discuss the recent credit union activity regarding bank and bank branch acquisitions.

Tuesday, November 17, 2020 - 10:00 – 11:00 AM CT

Sponsored by CO-OP Financial Services
Emily Engstrom, Director, Client Success, AdvantEdge Analytics, CUNA Mutual Group

Nikole John, Program Analyst, AdvantEdge Analytics, CUNA Mutual Group

Data and analytics have the power to transform credit unions. A comprehensive data analytics strategy is the key to a credit union’s successful data and digital transformation. In this session, you’ll discover how the right strategy, the right culture, the right tools and the right data can help you better understand each member and deepen member relationships.

  • Learn the fundamentals of a data analytics strategy for credit unions
  • Define use cases for getting the most value out of your analytics investment
  • Discover how to build a roadmap for success
  • Explore how to translate your roadmap into actionable next steps
  • Learn how to empower staff with insights to improve member experiences

Tuesday, November 17, 2020 - 11:00 AM – 11:15 AM CT

Sponsored by McQueen Financial Advisors

Tuesday, November 17, 2020 - 11:15 AM – 12:15 PM CT

Sponsored by CUNA Mutual Group

Richard Holtzman, Senior Vice President, Ceto & Associates, Suwanee, GA

Given the lowering interest rate environment, margin compression and rapidly changing competitive landscape, credit unions are looking for other income sources to increase overall profitability. In this session, we will explore a strategy and methodology to optimize and increase non-interest income by leveraging competitive intelligence to transform the pricing, design and alignment of your products and services. Additionally, we will review key revenue areas, provide specific examples, and discuss how to conduct market research and identify product gaps to implement a successful non-interest income strategy.

Tuesday, November 17, 2020 - 12:15 – 1:15 PM CT

Sponsored by The Baker Group LP

Tuesday, November 17, 2020 - 1:15 – 2:15 PM CT

Sponsored by Members Trust Company

Robert Perry, Principal, ALM First

Liquidity Management in An Uncertain World

Liquidity management has been a hot topic with Boards, Management Teams and Regulators for several years now and with the monetary and fiscal policy response to COVID-19 taking hold, there’s never been a better time to take the pulse of your institution's Liquidity Management Practices.

This session will begin by outlining the fundamental guiding principles of sound liquidity management.  We’ll explore the liquidity picture on both sides of our balance sheets. Understanding the store of liquid assets and cash flow projections is key to success when evaluating the asset side and confidence around these cash flow estimates is only as strong as the ALM Models being used. We’ll also review short duration investment strategies, including repo, to maximize returns on liquidity type portfolios. We’ll dissect core deposit analysis and review sources of non-deposit funding in an effort to provide the tools needed to enhance your institution’s Liquidity Management Practices

Tuesday, November 17, 2020 - 2:15 – 2:30 PM CT

Sponsored by Darling Consulting Group

Tuesday, November 17, 2020 - 2:30 – 3:30 PM CT

Sponsored by ALM First Financial Advisors
Andrew Okolski, Director of Credit Union Strategies, The Baker Group, Babylon, New York

Credit unions aim to provide the best value for their members through lower loan rates, higher deposit rates and more financial services. However, managing the retail side of the balance sheet has always been difficult due to the ebbs and flows of loan demand and deposit growth. All too often this has led to inconsistent balance sheet performance and sub optimal positioning from a risk perspective. We will discuss how balance sheet managers can utilize wholesale markets to improve and stabilize retail business lines. In addition, we will also focus on how these strategies can help management teams consistently meet budget and planning goals, improving the value offered to their membership.

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CUNA Finance Council Virtual Conference Collection

May 18 - May 21, 2021

Council Member Early Bird

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