Breakout Sessions

(updated 4/7/19)

NACUSO is excited to offer an amazing list of breakout tracks. Our breakouts  focus on the most relevant topics with industry experts coming together to address important, timely  issues and opportunities for Credit Union & CUSO CEOs, Staff, and Boards of Directors.  

Breakout Topics by Track
(scroll down to view Breakout Topics by Schedule)

Investment Services Track

  • Building a Successful Advisory Services Offering-Best Practice Panel

  • Regulatory Update: What’s New with Best Interest/Fiduciary Rules, State actions against CU Branding and other Hot Topics

  • Time for a Checkup: How Healthy is Your CU's Investment Services Program? 

  • The Power of Financial Planning:  Incorporating New Delivery Channels

  • Grow Revenue & Serve Members–Empower Them to Address their Health & Care Funding

 

Big Data/Data Analytics Track

  • Using Data to Create a Unique Member Experience

  • Getting ROI from CECL with LP Analytics

  • Digital Marketplace: The Future Financial Services Business Model

  • Multi-CUSO Collaboration: Maximizing the Power of Analytics


Innovation/Operational/Technology Track

  • Banking Artificial Intelligence Panel Discussion

  • How will Artificial Intelligence Impact Your Credit Union?

  • The Evolution of Payments Fraud (and how to fight it)

  • Improve Your Payments Program by Focusing on the Member Experience

  • Trading the Pressure of Invention for the Thrill of Innovation

  • Sharpen Your Digital Strategy: Digital Trends Shaping the Financial Sector 

 

Entrepreneur/CEO/Business Development Track     

  • Serving the Cannabis Industry...Best Practices from CU Experts

  • CUSO Planning and Execution Considerations

  • Case Study: Anatomy of a Name Change - CU Companies to The Servion Group...The Why and Hows of Creating Successful ReBrands

  • Privacy and What it Means to a Credit Union

Insurance Services Track

  • Case Study: Integrated Quote Technology

  • Artificial Intelligence in the Insurance Industry

  • J.D. Power: Navigating Moments of Truth for Customers

 

Lending Services Track

  • Lending Artificial Intelligence Panel Discussion

  • MBL Session with Vin Vieten of NCUA

  • Innovation Through Digital Mortgages

  • Realizing CUSO Success in a Networked Business

  • What Zillow's Move into the Mortgage Business Means for Credit Unions

  • Indirect Lending Panel Discussion

  • The Credit Union Fintech Solution to Immediate and Sustainable Member, Asset and Revenue Growth

  • How Loans Contribute Value (or Not): The Inside Analysis of Lending Profitability   

Solving Problems Through CUSOs Track

  • Track 1: Lending Services: This session will discuss how CUSOs have helped credit unions obtain expertise and reduce operating costs to source, underwrite and service loans of all types.

  • Track 2: Operational: This session will discuss how CUSOs have helped credit unions reduce operational costs without sacrificing the quality of the support.  In many cases, the CUSOs have developed member-centric, low-cost solutions bringing economies of scale and expertise to credit unions. 

  • Track 3: Big Data & Data Analytics: This session will discuss how CUSOs have helped credit unions afford the data analysis resources to be competitive.

  • Track 4: Insurance & Investment Services: This session will discuss how CUSOs have helped credit unions offer additional financial services to create additional revenue streams.

  • Track 5: Technology:  This session will discuss how CUSOs have helped credit unions reduce IT costs, improve IT functionality and add member-centric tech solutions without sacrificing the quality of the support. In most cases, CUSOs have developed solutions to common problems that credit unions are facing, so they have a collaborative solution.

 

Breakout Topics by Schedule

Please check back here for any updates as topics/scheduling may slightly change.

(last updated 4/7/19)

Sunday 4/14 Breakouts at 4:10 p.m. to 5:00 p.m.  

  • The Credit Union Fintech Solution to Immediate and Sustainable Member, Asset and Revenue Growth

  • How will Artificial Intelligence Impact Your Credit Union?

  • CUSO Planning and Execution Considerations


Sunday 4/14 Breakouts at 5:10 p.m. to 6:00 p.m.

  • Digital Marketplace: The Future Financial Services Business Model

  • What Zillow's Move into the Mortgage Business Means for Credit Unions


Monday 4/15 Breakouts at 11:10 a.m. to Noon 

  • Grow Revenue & Serve Members–Empower Them to Address their Health & Care Funding

  • Innovation Through Digital Mortgages

  • Artificial Intelligence in the Insurance Industry

  • Sharpen Your Digital Strategy: Digital Trends Shaping the Financial Sector 

  • Improve Your Payments Program by Focusing on the Member Experience

Monday 4/15 Breakouts at 1:50 p.m. to 2:40 p.m.

  • Solving Problems Through CUSOs Sessions

    • Lending

    • Operational & Technology​

    • Big Data & Data Analytics

    • Insurance & Investments

Monday 4/15 Breakouts at 3:10 p.m. to 4:00 p.m. 

  • Solving Problems Through CUSOs Sessions (repeated from 1:50 p.m.)

 

Monday 4/15 Breakouts at 4:10 p.m. to 5:00 p.m.                                         

  • Building a Successful Advisory Services Offering -- Best Practice Panel

  • Multi-CUSO Collaboration: Maximizing the Power of Analytics

  • How Loans Contribute Value (or Not): The Inside Analysis of Lending Profitability  

  • Trading the Pressure of Invention for the Thrill of Innovation

  • J.D. Power: Navigating Moments of Truth for Customers

 

Tuesday 4/16 Breakouts at 11:20 a.m. to 12:10 p.m.

  • Regulatory Update: What’s New with Best Interest/Fiduciary Rules, State actions against CU Branding and other Hot Topics

  • Getting ROI from CECL with LP Analytics

  • Lending Artificial Intelligence Panel Discussion

  • The Evolution of Payments Fraud (and how to fight it)

  • Serving the Cannabis Industry...Best Practices from CU Experts

 

Tuesday 4/16 Breakouts at 1:10 p.m. to 2:00 p.m 

  • Time for a Checkup: How Healthy is Your Credit Union's Investment Services Program?

  • Privacy and What it Means to a Credit Union

  • MBL Session with Vin Vieten of NCUA

  • Indirect Lending Panel Discussion

  • Case Study: Anatomy of a Name Change - CU Companies to Servion Group...The Why and Hows of Creating Successful Brands

 

Tuesday 4/16 Breakouts at 2:10 p.m. to 3:00 p.m.   

  • The Power of Financial Planning:  Incorporating New Delivery Channels

  • Using Data to Create a Unique Member Experience

  • Realizing CUSO Success in a Networked Business

  • Case Study: Integrated Quote Technology

  • Banking Artificial Intelligence Panel Discussion

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