Sunday: August 1, 2021
Meet and Greet the CU Members Mortgage Team
Monday: August 2, 2021
8:00 a.m. – 9:00 a.m.
9:00 a.m. – 9:30 a.m.
Jim DuBose, Chairman
David Motley, President
9:30 a.m. – 11:30 a.m.
Awaken Your Sales Culture
Rene Rodriguez, Expert Speaker, Sales Specialist and CEO
Somewhere out there, the competition is planning their attack. The world of mortgage lending has changed. Digital mortgages have taken over and the good old days of face-to-face lending won’t cut it in today’s marketplace. Your members have changed. Your potential members have changed. They are smarter and the bar has risen. In this session, you will learn the practical tools and underlying sales wisdom that can be used in any selling situation to maximize results. Learn how the brain works to help or hurt the sales process, the difference between an order taker and a sales professional, determine member interaction goals and unveil the hidden drivers of buying behavior. This fantastic keynote will change the way you approach all the opportunities to assist your members and take your lending to the next level.
11:30 p.m. to 12:30 p.m.
12:30 p.m. – 1:30 p.m.
Engage with the Experts Roundtable
Weigh-in on the future of credit union lending by participating in a roundtable discussion with your peers about products. Take advantage of this opportunity to engage with other credit unions and learn what’s working, what’s not, what’s hot and what’s trending in product solutions that are making your members homeowners and growing your credit union’s bottom line.
1:30 p.m. – 1:45 p.m.
1:45 p.m. – 3:00 p.m.
How to Grow Your Mortgage Department and Your Credit Union with Affordable Lending Solutions
Cassandra Skidanov, Affordable Housing Manager, Freddie Mac
We’ve all heard the reasons why members are struggling to find affordable homeownership. From credit and DTI challenges to no money for down payments, members need help to buy a home. The answer is easily seen within affordable lending solutions and there are many options. We’ll walk through the latest products available including loans for manufactured homes, renovation loans and more. Plus, we’ll review your area’s specific market data to reveal who these members are and trends that should shape your strategy. Learn the best practices of offering affordable lending products and why this approach is necessary to thrive in home lending. Get ready this vision of the future is bright.
3:00 p.m. – 4:15 p.m.
Patrick Adams, CEO/President of St. Louis Community Credit Union
Another insightful session by Patrick Adams. More info to come.
5:30 p.m. – 10:00 p.m.
Join us for a night out networking with friends and have a little fun at SideCar Social. Enjoy a fantastic dinner with the CU Members Mortgage team and your peers in a relaxed environment that encourages fun conversation. It will be a night you won’t want to miss!
Tuesday: August 3, 2021
9:00 a.m. – 10:00 a.m.
LO Best Practices
Tracy Ashfield, Credit Union Consultant and ACUMA President
10:00 a.m. – 11:00 a.m.
Marketing Session with more info to come
Mike Lawson, Credit Union editor/reporter and marketing expert
11:00 a.m.– 11:15 a.m.
11:15 a.m. to 12:15 p.m.
Defining Your Why
Jill Nowacki, CEO with Humanidei
Credit unions are mission-driven financial institutions, organized for the benefit of their members. Regulatory burden, pressure to make earnings, and a fiercely competitive landscape can bog leaders down and take attention away from this core purpose. This inspiring session will energize you, helping you reconnect with the reasons you give your time and talents to the credit union, and refocusing on the credit union’s role in serving its members and community.
12:15 p.m. to 1:15 p.m.
1:15 p.m. – 2:15 p.m.
Words that Matter – Creating a Charismatic Connection
Karen Purves, Interpersonal Neurobiology Specialist and Expert Speaker
Want to improve your language skills and speak with more power? Identify conscious communication solutions to tap into better results. Learn from a communication expert new, fresh, examples of words to use for maximum effectiveness in business success. Karen creates programs that excite your brain for optimal learning and shares simple concrete language choices that improve your bottom line results. Discover key words and phrases to remove and reduce in your vocabulary to increase your influence with colleagues, potential and current members. Take away practical tips to use immediately.
2:15 p.m. – 3:15 p.m.