Breakout Sessions

(updated 2/28/20)

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.  Please check back soon as additional breakouts will be added and their session times will be posted.

Breakout Topics by Track


Big Data/Data Analytics Track

  • Building vs. Buying Data Analytics

  • Cloud vs. On-Premise Analytics

  • Case Studies in Missed Opportunities – Ensuring Innovation in Credit Unions

Innovation/Operational/Technology Track

  • Lessons in Structuring a Multi-Owned CUSO

  • Trends Identified in the Recent Fed Study on Payments and Impacts on Credit Unions

  • Impacts of Artificial Intelligence

  • AI and Better Security

  • Investing in Fintech

  • Fintechs Helping to Serve the Underserved

  • The Digital Divide - Getting on the Right Side of Technology


Entrepreneur/CEO/Business Development Track     

  • Lessons Learned in Structuring a Multi-Owned CUSO

  • Filene Incubator

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

  • CU Data Protection: What CUSOs Need to Know about the Changing Regulatory Landscape

Insurance Services Track

  • Should your CU Consider Starting a Title Insurance CUSO?

  • State of the Industry (Property & Casualty) Insurance

  • P&C Compensation Strategies Case studies


Lending Services Track

  • FNMA Upcoming Changes-Single Source Verification and Other Topics from FNMA

  • How Technology Can Evolve Your Mortgage Business

  • How to Attract High Volume MLOs

  • MBL Audit and Examination Trends and Reg 723 Review:  Prepare for the Future

  • No Office, No Problem: Going Remote in Commercial Lending

Investment Services Track: 

  • Total Value Proposition of Having an Investment Services Program

  • Strategic Program Structure to Support Advice Driven Model

  • Creative Ways to Build and Grow your Investment Program

  • Compliance-Regulator Focus for 2020

Solving Problems Through CUSOs Track

  • Mortgage Lending Services

  • Operational & Technology

  • Big Data & Data Analytics

  • Insurance Services

  • Investment Services

  • Business Lending Services

  • CUSO Strategies

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