There's a reason VC23 is the most exciting CUSO event of the year. At CU*SOUTH, we're all about empowering credit unions with the knowledge and insight they need. With informative breakout sessions, networking opportunities, panel discussions and more, it's going to be a loaded two days in Destin.
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* Agenda subject to updates and changes.
Voted by readers of Credit Union Times as the most influential credit union leader of the past 25 years, former NCUA Chairman Dennis Dollar will give an industry overview of regulatory and legislative issues. The presentation will focus on the challenges and opportunities facing credit unions, from mergers to membership growth, to the essentiality of scale to effectively compete in 2023 and 2024.
Hosted by Danny Phillips, CU*SOUTH
Learn from the experts how a credit union grew its loan portfolio by 7% in one month using a CU*BASE built-in product. Take a journey through the process from idea to deployment. Attendees will walk away with a plan to implement this loan product with zero need for additional loan officers.
Hosted by Michele Gonzales, CU*SOUTH
Join the dozens of Credit Unions who love the convenience of completing an annual BSA training at this breakout session, hosted by our CUCE & NCCO expert, Michele Gonzales.
Hosted by Chriselle Martinez, Inclusiv
Is your credit union eligible for Community Development Financial Institution (CDFI) status? The CDFI Fund exists to help credit unions strengthen their lending approaches and maximize serving historically underserved communities. Inclusiv has been working with credit unions since 1975 to assist in CDFI certification, education, and technical service. This is your opportunity to learn more about the benefits of CDFI for your credit union and community, including grants and other funds awarded to financial institutions.
Hosted by Dustin Nehls, Honor Credit Union
Learn from our guest speaker, VP of Lending at a $1B Credit Union, how to use CU*BASE to manage collections, recoveries, and repossessions in a volatile market.
Hosted by a Panel of Credit Union Experts and CU*SOUTH
Mergers are happening all around the industry. One size and one way does not fit all, as no two credit unions are the same. Learn from our panel of experts as they share valuable experiences of navigating mergers and executing with excellence.
Hosted by Geoff Johnson, CU*Answers
Learn about projects currently in the works and those planned for the next 2–5 years for CU*BASE, ItsME247 Online Banking, Mobile App, and other exciting ventures in the cuasterisk.com network.
Hosted by Sean Farrell, QDS & Rick Preble, RVA Financial
Are you researching ITMs? Join Sean Farrell, CEO of QDS & Rick Preble, CEO of RVA Financial to discuss the why behind ITMs. Examine why core integration keeps costs down and what are the other options in the market.
Hosted by Kacie Mach, SavvyMoney
Could 70% of your members be struggling with their financial well-being? With inflation higher than it's been in years, it's no surprise that more members might be having trouble making ends meet. The good news is that credit unions committed to their financial health and well-being can take clear steps to help. Join Kacie Mach, Business Development Specialist with SavvyMoney, to find out more!
Hosted by Jim Craven, McQueen
Our industry continues to face uncertainty, inflation, and a possible recession (we may be in one now). Interest rates have trended sharply higher and 2023 is set to be a year of change with a possible topping of interest rates. This session will cover:
Hosted by Justin Steitz, Copper Financial
Justin Steitz with Copper Financial, a CUSO of CommunityAmerica Credit Union, walks us through how to put the principles of Wealth Management and Wealthtech into action. Learn how to apply traditional and digital investing tools to combat growing competition from Fintech firms. Now is the time to start retaining those dollars and increasing your member engagement.
Hosted by Zakery Lewellen, CU*SOUTH
Are you using data to make important decisions that impact your members and the credit union? More importantly, how accurate is the data you are using? Review options within the core and their use cases... then discuss what else is available?
Hosted by Mike Burke, Shazam
The COVID-19 pandemic created the perfect storm for fraudsters and criminal activity affecting financial institutions. From isolated individuals that become victims of fraud to the resurgence of old fraud vectors, institutions are still dealing with the lingering issues created during the worldwide pandemic. Discuss ongoing threats from social engineering, enhanced security procedures that can prevent fraud and how ATM skimming activity evolved during the COVID-19 pandemic.
There are more exciting speakers/topics coming your way! Check back often for updates.
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