This one-day virtual event features dedicated commercial deposits and treasury management education for your credit union
April 23, 2026
A robust commercial deposits program is critical to fostering long-term relationships and serving the operational needs of businesses. Join CUBG on April 23rd for the 6th annual Commercial Deposits Forum specifically focused on helping your credit union grow commercial deposits and enhance your products and services.
Pricing
Individuals:
Member Credit Union – $299
Specialty/Non-Member Credit Union – $399
Group Access (Up to 5):
Member Credit Union – $549
Specialty/Non-Member Credit Union – $799
Additional attendees $59 each
2026 Speakers
Melissa Giddens, BECU- Jeff Duffy, Wespay
- Kayla Mancipe, Wespay
- Thomas Lu, Wespay
- Chris Lewis, Primary Financial
- Amanda Anderson, Brian Rose, SAFE CU
Brian Rose, SAFE CU- Sarah Nienke, CU Business Group
- Mike Smith, CU Business Group
- Liz Volin, CU Business Group
2026 Topics
Centralizing Business Accounting Opening: SAFE CU’s Story
Amanda Anderson and Brian Rose
SAFE CU
Nacha’s Latest ACH Rule Changes: What’s Required and How to Prepare Your Business Members
Jeff Duffy, Kayla Mancipe, and Thomas Lu
Wespay
Putting Large Deposits to Work Simply: Inside the SimpliCD Program
Chris Lewis
Primary Financial
Understanding the Member Impact of Fraud
Melissa Giddens
BECU
Commercial Deposits & Treasury Management: Key Trends to Watch
Mike Smith, Sarah Nienke, and Liz Volin
CU Business Group
Navigating Public Funds: Deposits, Compliance, and Treasury Services
Mike Smith, Sarah Nienke, and Liz Volin
CU Business Group
Sponsored By
SimpliCD (pronounced “simplicity”) by Primary Financial is a certificate of deposit program that enables credit unions to easily invest substantial funds in federally insured CDs. This turnkey program combines the security of CD investing with the advantages of competitive rates and consolidated reporting. Investing in federally insured CDs has never been so simple.
Wespay Advisors delivers tailored consulting and risk management services to support financial institutions in developing and deploying innovative payment solutions that help them compete in a rapidly changing marketplace. Their experienced team delivers independent and objective analysis to guide financial institutions in meeting current and future business needs with a focus on product development, compliance management, and more.
As an innovative payments association, Wespay is dedicated to guiding members through the ever-evolving payments industry with education, information, advisory and advocacy services. The Wespay team partners with financial institutions, third-party payment providers and organizations that supply payment services related to operations and compliance, risk management and fraud, and payments strategies.
Questions?
