Are you wondering if you’re on track with your CECL preparations? In this session attendees will receive a “CECL checkup” to help them assess where they are in their CECL implementation efforts. Attendees will be provided with the latest news and updates on CECL, receive an overview of the key steps to calculating their allowance, and learn how to assess CECL’s impact on their organization. Attendees will come away with a better understanding of where they are in their CECL journey and what they need to do going forward.
Learning Objectives:
1. Receive the latest news and regulatory updates on CECL.
2. Assess if current CECL implementation efforts are on track. 3. Review the key steps to calculating your allowance.
4. Learn how to assess CECL’s impact on your organization.

Presented by Toni Molinari, Senior Product Manager, NCino

This critical session will use data developed by industry tracker Rivel to illustrate:

• What are the main reasons customers at big banks are unhappy?
• What is essential for you to communicate to draw them to YOUR credit union?
• What will make them switch?
• What they think of credit unions in general?

Presented by Corey Wrinn, managing director, Rivel

Compete in the digital marketing space by taking a few steps to elevate your strategy. Join us for a discussion about getting acquainted with your customer, evolving measurements, and eliminating excess.

Presented by COCC

In a gig economy, CU members sometimes can’t qualify for traditional mortgages. Similar problems come up for entrepreneurs. How can credit unions expand more into serving both the community of business owners, and the growing population of gig workers? When those folks want mortgages, the answer lies in being able to provide Non Qualified Mortgages – loans outside the traditional box. Hear from experts at Angel Oak Mortgage Solutions – the nation’s largest provider of Non QM solutions – about how you can grow your CU and be a better resource for your members as their financing needs adapt to the new economy.

Presented by Ben Scribner, Regional Sales Manager, Angel Oak Mortgage Solutions

Credit Unions are dedicated to member service, and are especially adept at leveraging partnership and correspondent relationships to bring expansive and best-of-breed services to play. Don Chiesa, Senior Vice President of Correspondent Lending at Rocket Pro TPO, shares philosophies that you can use to shape innovation, client service, marketing, technology and partnerships. Learn what top CU leaders are doing to grow their business and how you can leverage your superpower. Bring your questions, because this is an interactive presentation.

Join representatives from Conn., RI and Mass. offices of the U.S. Small Business Administration for updates on lending programs, training on new initiatives and forecasts for opportunities in the offing.

Reception lunch and open bar with Exhibitors

Conference adjourns.