This one-day virtual event features dedicated commercial deposits and treasury management education for your credit union.
April 24, 2025
A robust commercial deposits program is critical to fostering long-term relationships and serving the operational needs of businesses. Join CUBG on April 24th for the 5th annual Commercial Deposits Forum specifically focused on helping your credit union grow commercial deposits and enhance your products and services.
2025 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
Topics
Business Fraud Payments Trends – Identification and Mitigation
Jennifer Blevins
Wespay
Winning Commercial Deposits: How Extended Insurance Can Unlock Long-Term Growth
Adam Devita
ModernFI
Navigating Cannabis Banking: A Comprehensive Guide for BSA Programs
Kevin Gulledge
Abrigo
Empowering Business Members: Strategies for Success from Sound Credit Union’s Business Resource Center
Claire White & Amy Shuey
Sound Credit Union
Texell Means Business: One CU leader’s journey in expanding business services and making a BIG impact with a small team
Galen Burke
Texell Credit Union
Gratitude – The Attitude That Changes Everything
Cheri Perry
Total Merchant Concepts
2025 SPEAKERS
Amy Shuey, Sound Credit Union Claire White, Sound Credit Union Galen Burke, Texell Credit Union Jenniver Blevins, Wespay Adam DeVita, ModernFI Kevin Gulledge, Abrigo Cheri Perry, Total Merchant Concepts
Sponsored By
ModernFi CUSO empowers credit unions of all sizes to better serve their communities. Through ModernFi CUSO, credit unions can grow, retain, and manage their deposit base by sourcing deposits, sweeping funds, and providing additional security to depositors. Founded by a team of veterans from technology and finance, the firm provides financial institutions with end-to-end deposit management built on a modern tech stack and a foundation of compliance.
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?
