Topic #1

Self-Service Collections

Providing a means for delinquent account holders to self-cure provides an avenue to increase debt collections without direct involvement of Credit Union staff. Members are also able to resolve their delinquent account when most convenient for their daily schedule – and without an embarrassing or awkward conversation. Exposing this self-service channel as an integrated component of a Collection solution ensure consistency with the Credit Union’s collection strategy.

Topic #1 & 2

“EVERYTHING ON THE TABLE”

What ideas both orthodox and unorthodox should be considered for stronger financial health & accelerated growth?

Some Sacred Cows that CUs (and banks) are re-evaluating.

We will welcome your ideas also.

Topic #3

CU Mergers & Bank Acquisitions

The role of merger in a CU’s strategic thinking.

Credit Unions arguably can no longer enjoy the luxury of avoiding the merger discussion both internally (managers and Boards) and with fellow credit unions.

Your CU is likely receiving (and making) calls.

Is the process well thought out?

Topic #1

Aftermarket Product Cancellation Issues

TBD

Topic #1

Bankruptcy 101

This interactive session demystifies the bankruptcy process and provides credit unions, lenders and investors with the tools necessary to protect their rights. Bankruptcy 101 will take you on a journey through the various bankruptcy chapters, explain key deadlines and motions and provide you with tips and tricks to successfully navigate loans through the bankruptcy legal process. Whether it be a car loan, home loan or unsecured credit card debt, Bankruptcy 101 will highlight how collection is affected by bankruptcy, what to file and when to maximize recovery and cutting edge ways to deal with abusive bankruptcy filers. In addition, this seminar will detail how bankruptcy restructuring can connect you with your members and provide a forum for meaningful retention and cost saving discussions. Join us to learn how bankruptcy can be your shield, sword and a the path to a new beginning!

Topic #1

Skip Tracing

Tracking Your Member On The Internet Cyber Highway – Traditional Skip Tracing Tolls and Techniques

Topic #2

Collections

8 Steps of a Professional Collection Call – 5 Of The Most Important Words In The English Language And How They Are Used In A Collection Call

Topic #3

Motivation

Running Your Credit Union By The Code Of The West – Play As Hard AS You Can With Everything You Have Left

Topic #1

Starting the AI Journey: Tailored Strategies for Credit Unions

Join Kathy Sianis, Vice President of FI Strategy/Advisory and Partnerships at Posh AI, for an engaging 30-minute roundtable designed to empower credit unions in adopting AI thoughtfully and strategically. With over 20 years of experience in the financial industry and a passion for enhancing member experiences, Kathy will share actionable insights tailored to credit unions at all stages of their AI journey. Key Takeaways: Understand the Benefits: Learn how AI can revolutionize member service delivery by improving efficiency, enabling 24/7 self-service, and transforming member and employee experiences. Tailored Implementation: Discover how to align AI adoption with your institution’s unique risk tolerance, budget, and strategic priorities. Platform Synergy: Explore why treating AI as a unified platform, rather than a collection of bespoke tools, leads to better integration, scalability, and outcomes. Why Attend: This session offers an opportunity to hear from a recognized authority in financial services. Kathy will provide clear, practical guidance to help credit unions leverage AI effectively and responsibly, fostering growth and trust within their communities. Whether you’re exploring AI for the first time or looking to optimize existing implementations, this roundtable will leave you inspired and equipped for the future.

Topic #1

Maximize Collections with Modern Technology

In this insightful roundtable, Kevin Barth will lead an energetic discussion on key factors for optimizing collections with modern technology. Kevin will delve into the delicate balance of leveraging proven collection methods alongside emerging digital, self-service tools to maximize efficiency and effectiveness. He will discuss strategies that boost recovery rates, minimize losses, and foster positive member relationships. Don’t miss this opportunity to gain expert guidance on enhancing your collections strategy while navigating the evolving financial landscape with confidence and adaptability.

Topic #1

Auction Arbitrage

A how to guide to auction arbitrage as Lobel Financials’ Remarketing Manager walks us through the path of a reconditioned vehicle and what that means to you.

Topic #1

CECL: The Role of Economic Forecasts

Reasonable and supportable economic forecasts form a key pillar of the loss reserve calculations under CECL. Learn how your peers are leveraging economic scenarios for CECL submissions and discuss the challenges, if any, in your current processes.

Topic #2

Economic Risks: Deep Dive

Dive deeper into the risks facing the US economy and its consequences for the demand and supply of consumer credit. Discuss with your peers how you can best prepare for these risk events.

Topic #1

HR Compliance for Managers

Interactive discussion about common HR compliance issues facing managers in today’s workforce. How do you monitor leave of absences, work, and productivity without violating HR laws. Practical recommendations for managers to remain compliant with HR laws while managing today’s workforce.

Topic #2

Hiring Challenges in Today’s Market

Interactive discussion about hiring challenges in today’s world including flex schedules, skill gaps, decreasing talent pool, disengaged applicants, and inclusive workforce. Practical recommendations for hiring top talent – the right person for the right position.

Topic #3

Employee Engagement and Retention

Interactive discussion answering the question – You have hired them – now how do you keep them? Practical recommendations for keeping employees engaged and retaining your top performers.

Topic #1

Data-Driven Messaging for Collections: Improving Member Engagement and Recovery

In collections, your messaging strategy can mean the difference between a missed payment and a recovered one. This session will show how credit unions can leverage member data—such as payment history, loan type, and preferences—to drive smarter, more personalized communications. Learn how timing, tone, and the right channel can maximize recovery rates across different loan types like mortgages and auto loans. With a real-world case study, you’ll leave with actionable insights and a framework to refine your collections strategy and boost both outcomes and member satisfaction.

Topic #1

AI in Action: Faster, Smarter, Better Collections

Join us for an engaging roundtable discussion on how AI-powered tools are transforming debt collection processes. Discover how AI Assistants can reduce average handling times by up to 10x, enabling teams to focus on meaningful conversations and how AI can analyze and score 100% of collections conversations with precision, uncovering delinquency patterns, payment probabilities, and member segmentation. All this and more including your questions in this engaging roundtable.

Topic #1

The Benefits of Collector Metric Score Cards and Incentive Plans

“What gets measured, is what gets done. An interactive discussion on score cards and collector metrics that are effective and help increase productivity.

We will discuss the benefits of incentive plans, incorporating these metrics into a collector incentive plan that is team driven at the core, rewards top performers and drives productivity.”

Topic #1

Collections using the Symitar Episys Core

This roundtable will explore the capabilities of the Episys Collections Package. The integration of thirdparty products such as Tenemos or AKUVO. Leveraging PowerOns to create metrics to track performance. Using PowerOns to enhance reporting. Capabilities of interfacing with text messaging companies such as Eltropy. Understanding and resolving issues with CPI providers.

Topic #1

Develop Auto Lending Strategies To Survive an Economic Recession

As the threat of an economic recession looms and interest rates continue to rise, credit unions should start incorporating new lending strategies to weather the impending storm. Hear from these auto lending experts discuss ways credit unions can start preparing today for the tailwinds of tomorrow.

Topic #1

The Future of Credit Unions: Embracing Mobile-First Banking, Online Lending and Membership Growth.

Mobile First Credit Union, where every product and services we offer can be accomplished through a member’s mobile device, without the need to visit a physical location.