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  • Sunday, January 14, 2018
  •  
    5:30 PM  -  7:00 PM
    Cocktail Reception
    Flagler Patio
    Cocktails and hors d'oeuvres.
  • Monday, January 15, 2018
  •  
    7:30 AM  -  9:00 AM
    Breakfast
    Keys Ballroom Patio
    9:00 AM  -  9:05 AM
    Welcome and Introductions
    9:05 AM  -  10:30 AM
    18 Things to Watch for in 2018
    Keys Ballroom
    In this fast-moving session, CUToday’s Frank J. Diekmann will kick off The CEO Summit by examining 18 things every credit union should be thinking about in 2018 and beyond, ranging from product offerings to competitive threats to the value of the credit union model itself.
    Speaker:
    10:30 AM  -  12:00 PM
    How to Stay Relevant in a Competitive Lending Space
    Keys Ballroom

    Lending is becoming a commoditized business. How do you keep top of mind in your member’s mind for a loan while still earning yield? What keeps members coming back to you time and again? If members can get loans anywhere, why would they come to you? In this session, Don will talk about the greatest competitive advantage that top performing credit unions have:

    • Lending Disruptors

    • Review of the competitive landscape

    • Owning your niche as a local lender

    • Specialization

    • Staying connected with the borrower

    • You need to pay for performance
    Speakers:
    12:00 PM  -  11:59 PM
    Afternoon and evening on your own
  • Tuesday, January 16, 2018
  •  
    7:30 AM  -  9:00 AM
    Breakfast
    Keys Ballroom Patio
    9:00 AM  -  10:30 AM
    Finding the Best Path for Growth: Strategies for Credit Unions
    Keys Ballroom

    We all know growth is vital to the success of our organizations, but achieving growth in today’s environment can be challenging. Credit unions today face many issues such as declining fee income and interest income, regulatory hurdles, industry consolidation, economic and political uncertainty, and tough competition. In such an environment how can you continue to provide value to your members? Fortunately, there are many options for growth for credit unions to consider including investing in CUSOs, using CUSOs to grow through mergers and acquisitions, proactively seeking ways to generate non-fee and non-interest income, external partnerships and collaborations, and more! Credit unions that succeed long-term take a proactive approach to seizing these opportunities for growth. Learn how to swiftly implement your growth strategy and position your organization for success.

    Key Topics:

    • New ideas for strategic growth
    • How to evaluate and prioritize your options for growth
    • New ways to generate non-fee and non-interest income
    • Using collaborations, partnership and strategic acquisitions as a growth strategy
    • Exploring CUSO investment opportunities
    • Developing strategic criteria
    • Tools for exploration and execution of a strategic growth plan for your credit union
    Speakers:
    10:30 AM  -  11:45 AM
    The Unbanking of America
    Keys Ballroom

    What do an undocumented immigrant in the South Bronx, a high net worth entrepreneur and a twenty something graduate student have in common? All three are victims of our dysfunctional mainstream bank and credit system. Today, nearly half of all Americans live from paycheck to paycheck, and income volatility has doubled over the past thirty years. Banks, with their high monthly fees and overdraft charges, are gouging their low- and middle-income customers, while serving only the wealthiest Americans. As the author of the book, "The Unbanking of America," Lisa Servon delivers a stunning indictment of America’s banks, together with eye-opening dispatches from inside a range of banking alternatives that have sprung up to fill the void. She delivers fascinating, hopeful portraits of the entrepreneurs reacting to the unbanking of America by designing systems to creatively serve many.

    Speakers:
    12:00 PM  -  11:59 PM
    Afternoon and evening on your own
  • Wednesday, January 17, 2018
  •  
    7:30 AM  -  9:00 AM
    Breakfast
    Keys Ballroom Patio
    9:00 AM  -  10:30 AM
    Making a Case for Sound Employment Practices
    Keys Ballroom
    Employment issues exist in all credit unions. Handling them appropriately can make all the difference between an easy discussion and a lawsuit. During this session, we will discuss real-life credit union loss scenarios and examine actionable steps that you should or should not take when dealing with complicated employment issues – such as FLSA, FMLA, and whistleblower allegations. The best way to win is to avoid a claim!
    Speakers:
    10:30 AM  -  10:30 AM
    Adjourn & Safe Travels
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