Income Opportunities Track


Getting Serious about Fee Income

Are you ready to treat fee income with the same intensity that you apply to deposit gathering and loan making? Discover how you measure up against several credit unions who will share their passionate commitment to fee income growth and the ways they reengineered their members’ shopping experience. We’ll focus on innovative techniques to drive fee income-generating products and services to members, with a focus on wallet share, member share and earnings.
Jeffrey Chesky, President and CEO, Insuritas

How to do Business with the Federal Home Loan Bank and Why?

Learn how the cooperative model of the Federal Home Loan Bank System can help you successfully meet the needs of your communities and your credit union. Discover how the FHLBank System is a viable and active source of ongoing liquidity for many credit unions around the country and how you can take advantage of this resource.
Robert Dozier, Executive Vice President and Chief Business Officer, Federal Home Loan Bank

Regulatory Lookout Points: Significant Risk Areas in Lending

Multi-Dimensional Portfolio Analysis (MDPA) was adopted by the NCUA in 2008 as a way to approach credit risk and is a forward-looking process for conducting a global analysis of credit portfolios. It includes the identification and analysis of risk factors, both at origination and periodically afterward. You will hear how MDPA will be applied by the examiners and what you can do to set up the reporting points and analysis required to comply with MDPA. You will also receive sample reports and strategies from risk management experts on how you can set up your credit union to be exam-ready.
Michael James, Chief Operating Officer, Lending Insights

Income Opportunity Panel: Post-Durbin

Speed dating meets revenue generation for credit unions! Join us for a fast-paced, round robin overview of opportunities for credit unions to meet member needs and generate non-fee income. This session will feature rapid-fire five minute presentations from experts on everything from credit and debit cards to insurance and member business lending. Come see how you can add new sources of income to your credit union.
Hear expert solutions from the following companies:

  • Affinion - ID Theft, AD&D Insurance, Enhanced Flex Checking
  • Allied - GAP, MBP, CPI, Bond, Overdraft Protection
  • eZforex.com - Foreign Exchange
  • Insuritas - Outsourced Insurance Brokerage
  • Biz2Credit - Member Business Loan Deal Sourcing
  • Discover - Debit, Credit and Prepaid Cards
  • Money Concepts - Financial Planning and Wealth Management
  • Securian - Debt Protection, Credit Insurance

2012 Study of Credit, Debit and Prepaid Trends, Member Preferences and Marketing Segmentation by Generation

Benefit from the key findings from Discover Network’s third annual study on member card payment preferences and credit, debit and prepaid market trends. Gain insight into credit union member perceptions on the economy, spending intentions and personal finances. Learn how to capitalize on the economic upswing by segmenting marketing efforts by generation. Learn how reaching and attracting members from all generational segments will require an innovative approach that leverages emerging technologies and social media.
Kevin O’Donnell, Vice President of Credit Issuance, Discover Network

Credit Union Member Data – Marketing To Reach Your Members

Are you offering the products, services and communication channels that your members want? Credit unions are known for being member-centric, but even the most plugged-in credit union leaders may be surprised at recent consumer data that profiled a “typical” credit union member. Benefit from insight garnered through a Genworth study focused on credit union member characteristics. You will walk away with valuable data that will help you market to your members more effectively.
Steve Richman, Sales Trainer and National Spokesperson, Genworth Mortgage Insurance

Why Mortgage? Why Now?

Unheard of changes are taking place all around us. Some of the biggest lenders have shut down entire business channels – sources that generated billions of dollars in loans each year. Brokers, once dominant in housing finance, are all but extinct. Credit unions have continued to thrive. Our industry never stopped lending and we have expanded our reach making great strides to reach the 2016 goal of 10% market share. This session will look at the top reasons credit unions must continue to embrace mortgage lending as a core strategy.
Dan Green, Executive Vice President, Credit Union Solutions, Prime Alliance Solutions

Senior Management Forum

(Exclusively for credit union senior staff)
Senior managers and executives unite. You can’t afford to miss this exclusive networking and idea-sharing session. Gain valuable insight from your peers on improving the day-to-day operations of your credit union. Discuss your long-term goals, share common challenges and find solutions with other credit union senior managers in this highly-interactive forum.

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