Commercial Deposits Forum

A one-day virtual event featuring dedicated commercial deposits education from industry experts and credit union peers.

April 25, 2025

In today’s economic environment, growing deposits at your credit union is vital. Join CUBG on April 25, 2024 for the fourth annual Commercial Deposits Forum with sessions focused on helping your credit union capture and grow commercial deposits and relationships. This one-day virtual event features dedicated commercial deposits education from industry experts and credit union peers.

Group online meeting on laptop.

Pricing

Individuals:
Member Credit Union – $249
Specialty/Non-Member Credit Union – $349

Group Access (Up to 5):
Member Credit Union – $399
Specialty/Non-Member Credit Union – $699
Additional attendees $50 each.

Topics

Branching Out: How and Why CUs are Adopting More Business Members

John Curtis
WesPay Advisors

Keeping Up with Fraudsters – Continuing the Battle

Terri Luttrell
Abrigo

Targeting Deposit Rich (and Credit Union friendly) businesses

Mike Smith
CUBG

Small businesses as Navigating the Future: Digital Business Banking Trends

Debbie Smart
Q2

More topics coming soon!

2024 SPEAKERS

John Curtis
Wespay Advisors

Terri Luttrell
Abrigo

Ted Rosen
Expert Business Development

Matt Regn
Expert Business Development

Debbie Smart
Q2

Mike Smith
CU Business Group

Agenda

  • 8:30 a.m. – 9:15 a.m. Pacific – Forum Welcome and Opening Session
  • 9:30 am – 10:15 am Pacific – Second Session
  • 10:30 – 11:15 a.m. Pacific – Third Session
  • 11:15 a.m. – 12:15 p.m. Pacific – Lunch Break
  • 12:15 – 1:00 p.m. Pacific – Fourth Session
  • 1:15 – 2:15 p.m. Pacific – Fifth Session and Forum Closing

Sponsored By

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.

Questions?