Commercial Deposits Forum
A one-day virtual event featuring dedicated commercial deposits education from industry experts and credit union peers.
April 25, 2025
Thank you to those that joined CUBG for our fourth annual Commercial Deposits Forum yesterday! 140 attendees from 54 credit unions enjoyed sessions from industry experts on gathering commercial deposits, which businesses to target, keeping up with fraudsters, and much more. CUBG looks forward to hosting this event again in 2025.
2024 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
Navigating the Future: Digital Business Banking Trends
Debbie Smart
Q2
Gathering Commercial Deposits – Where to Look and How to Bring Them In
Matt Regn & Abby Keehn, Expert Business Development
Bonus Commercial Deposit Content
Including videos, templates, sample documents, and more!
2024 SPEAKERS
John Curtis, WesPay Advisors Terri Luttrell, Abrigo Matt Regn, Expert Business Development Abby Keehn, Expert Business Development Doug Thompson, TruMark Financial CU Debbie Smart, Q2 Mike Smith, CU Business Group
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?
