Agenda
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. This one-day virtual event features dedicated commercial deposits education from industry experts and credit union peers.
Agenda
Forum Opening & Business Fraud Payments Trends: Identification and Mitigation
Texell Means Business: One CU leader’s journey in expanding business services and making a BIG impact with a small team
Winning Commercial Deposits: How Extended Insurance Can Unlock Long-Term Growth
Navigating Cannabis Banking: A Comprehensive Guide for BSA Programs
Gratitude: The Attitude That Changes Everything
Empowering Business Members: Strategies for Success from Sound Credit Union’s Business Resource Center
Thank you to our sponsors
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.
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.
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.
