Agenda

April 25, 2024

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.

Agenda

Forum Opening & Branching Out: How and Why Credit Unions are Adopting More Business Members

  • John Curtis, Wespay Advisors
  • 8:30 a.m. – 9:15 a.m. Pacific

Gathering Commercial Deposits: Where to Look and How to Bring Them In

  • Matt Regn & Abby Keehn, Expert Business Development and Doug Thompson, TruMark Financial CU
  • 9:30 a.m. – 10:15 a.m. Pacific

After the live session the recording link will be available here

Keeping Up with Fraudsters: Continuing the Battle

  • Terri Luttrell, Abrigo
  • 10:30 a.m. – 11:15 a.m. Pacific

Lunch Break

  • 11:15 a.m. – 12:15 p.m. Pacific

Fish Where the Fish Are: Targeting Deposit Rich (and Credit Union friendly) Businesses

  • Mike Smith, CU Business Group
  • 12:15 p.m. – 1:00 p.m. Pacific

Navigating the Future: Digital Business Banking Trends & Forum Closing

  • Debbie Smart, Q2
  • 1:15 p.m. – 2:15 p.m. Pacific

Thank you to our sponsor

Wespay Advisors Company Logo

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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