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.

Group online meeting on laptop.

2024 Pricing

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.


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

John Curtis
WesPay Advisors

Keeping Up with Fraudsters – Continuing the Battle

Terri Luttrell

Targeting Deposit Rich (and Credit Union friendly) businesses

Mike Smith

Navigating the Future: Digital Business Banking Trends

Debbie Smart

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!


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.


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