Boston 2025 Reigstration

Boston, MA | June 1 – 3, 2026

Join us as we bring credit union commercial services professionals together for this power-packed conference filled with valuable education, top-of-the-line products and services, and extensive networking opportunities! Looking to register for our Seattle conference? Click here.

The Westin Copley Place, Boston
10 Huntington Ave, Boston, MA 02116
Hotel room block closed 5/1,

Monday, 6/1

11:30 a.m. – 12:45 p.m. | CUBG Members Only Luncheon
1:00 – 3:00 p.m. | Early Bird Sessions (additional fee)
4:00 – 5:00 p.m. | Keynote Address
5:00 – 6:30 p.m. | Welcome Reception

Tuesday, 6/2

7:00 – 8:30 a.m. | Breakfast
8:30 a.m. – 5:15 p.m. | Conference Sessions
5:15 p.m. – 6:30 p.m. | Networking Reception

Wednesday, 6/3

7:00 – 8:30 a.m. | Breakfast
8:30 a.m. – 11:45 1.m. | Conference Sessions
12:00 p.m. | Conference Closes

More Information

Agenda

2025 Registration – Boston, MA

Attendee Information

Attendee First Name

Attendee Last Name(Required)

Email(Required)

Phone Number

Credit Union / Organization(Required)

Job Title(Required)

City(Required)

State(Required)

Special accommodation requests

Are you completing this registration on behalf of another person?

Provide your name and email to receive a copy of the confirmation.

Yes

Name

How did you hear about this event?*(Required)

Registration Options

Registration Type(Required)

This price reflects the $100 off early registration discount (through April 13th).

CUBG Member Credit Union ($1,399)

CUBG Specialty and Non-Member Credit Unions ($1,899)

Non-Credit Union Attendee ($2,499)

Early Bird Session Only

Guest Only

CUBG Members Only Luncheon(Required)

On Monday from 11:30 – 12:45 p.m. join key CU Business Group staff for a complimentary lunch to show our appreciation to our Members.

Yes, I will attend the luncheon

No, I cannot attend the luncheon

Early Bird Session Only – Member Status

CUBG Member Credit Union

CUBG Specialty and Non-Member Credit Unions

Early Bird Session (Members)

Enjoy an in-depth early bird session to help jump start your conference experience. Early bird sessions take place Monday from 1:00 – 3:00 p.m. Select each to see the session description.

No Early Bird Session ($0.00)

C&I Lending – The Next Big Thing in Member Business Lending ($249.00)

Maximizing Revenue with SBA Lending ($249.00)

Mastering Business Account Opening: Compliance, Risk, and Best Practices ($249.00)

Early Bird Session (Non-Members)

Enjoy an in-depth early bird session to help jump start your conference experience. Early bird sessions take place Monday from 1:00 – 3:00 p.m. Select each to see the session description.

No Early Bird Session ($0.00)

C&I Lending – The Next Big Thing in Member Business Lending ($249.00)

Maximizing Revenue with SBA Lending ($249.00)

Mastering Business Account Opening: Compliance, Risk, and Best Practices ($249.00)

C&I Lending – The Next Big Thing in Member Business Lending

Mike Smith, VP/Senior Business Services Officer, CUBG

Is your credit union looking to grow its commercial lending portfolio beyond commercial real estate? Offering commercial and industrial lending can provide a number of benefits, including the ability to capture the full business relationship. Attend this engaging session and learn how to underwrite, structure, and manage asset-based lines of credit and equipment loans.

We’ll review: − Common types of C&I loans and lines of credit (LOCs) − Underwriting C&I loans and working capital LOCs − Overview of cash flow analysis for C&I loans including Uniform Cash Flow Analysis (UCA) − Pricing and structuring C&I loans and LOCs − Managing asset-based LOCs secured by accounts receivable and inventory − How to use C&I lending to attract new members, grow loans, and increase business deposits

Maximizing Revenue with SBA Lending

Justin Conrey, President/CEO, CU Business Group

SBA lending is a great way to serve your community and diversify your credit union’s portfolio. It can also be a fantastic way to grow non-interest income at your credit union! Join CUBG and explore how your credit union can maximize its revenue on 7(a) loans via new program packaging fee options and the lucrative SBA secondary market.

Mastering Business Account Opening

Liz Volin, AVP/Deposit Services Officer, CUBG

Who should you target for commercial deposits? What questions do you need to ask when opening new accounts? What deposit and treasury management products are businesses looking for? Join CUBG Deposit Services Officer Liz Volin for the insights you need to optimize your credit union’s approach to business accounts, while ensuring compliance and operational efficiency.

Guest Options

Spouses or other personal guests may attend meals or receptions for a fee, but not educational sessions. To register another credit union or vendor attendee, please re-summit this form for additional conference attendees.

Will you be bringing a guest?*(Required)

Yes

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Enjoy an in-depth early bird session to help jump start your conference experience. Early bird sessions take place Monday from 1:00 – 3:00 p.m. Select each to see the session description.

Monday Welcome Reception ($85.00) Monday, September 29th | 5:00 – 6:30 p.m.

Guest First Name(Required)

Guest Last Name(Required)

Select which activities your guest will attend

Guest Activities Monday Welcome Reception(Required)

Monday Welcome Reception ($85.00) Monday, June 1st | 5:00 – 6:30 p.m.

Guest Activities Tuesday Breakfast(Required)

Tuesday Breakfast ($65.00) Tuesday, June 2nd | 7:00 – 8:30 a.m.

Guest Activities Tuesday Lunch(Required)

Tuesday Lunch ($75.00) Tuesday, June 2nd | 12:00 – 1:30 p.m.

Guest Activities Tuesday Cocktail Hour Reception(Required)

Tuesday Cocktail Hour Reception ($65.00) Tuesday, June 2nd | 5:15 – 6:30 p.m.

Guest Activities Wednesday Breakfast(Required)

Wednesday Breakfast ($65.00) Wednesday, June 3rd | 7:00 – 8:30 a.m.

Payment Details

Coupon

Total

Consent(Required)

I agree to the terms and conditions

All registration cancellations between August 18 – 31, 2025 will be charged 25% of total event registration fees. All cancellations between September 1 – 14, 2025 will be charged 50% of total registration fees. No refunds will be given after September 14, 2025. CU Business Group reserves the right to cancel, refuse entry, and refund an individual’s registration.

CU Business Group will be photographing this event for promotional purposes. By participating in this event, you consent to photography without compensation and its release for marketing and promotional materials by CU Business Group and its affiliates. Basic attendee contact information (name, email, credit union) may be provided to other conference attendees and event sponsors.

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Boston 2025 Reigstration

Boston, MA | June 1 – 3, 2026

Monday, 6/1

Tuesday, 6/2

Wednesday, 6/3

2025 Registration – Boston, MA

Attendee Information

Registration Options

C&I Lending – The Next Big Thing in Member Business Lending

Maximizing Revenue with SBA Lending

Mastering Business Account Opening

Guest Options

Payment Details

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