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Marketing & Lending Conference

Start Date: Tue, 06/11/2019 - 9:00am
End Date: Wed, 06/12/2019 - 4:00pm
STONEY CREEK HOTEL AND CONFERENCE CENTER
18011 BASS PRO DR
INDEPENDENCE
Missouri

Registration Deadline: June 6

The Marketing and Lending Conference is back with more speakers, more content, and more ways to network. Join credit union marketers and lenders who come out every year for this event.

Asset size discount available, and will be reflected when you register.  

The two-day conference consists of six sessions with THREE concurrent breakouts, plus panel discussions! Each breakout includes expert presentations on the future of lending, the new member, direct and indirect auto lending, real estate lending, and productivity. Attendees can attend any session; however, the content descriptions will cover the following: lending management, underwriting, growth, marketing, and technology.

We are at a great new venue- Stoney Creek Hotel and Conference Center. Get the Lake/Lodge feel located conveniently off I-70 and Hwy 291/ I-470. Many dining options nearby and right next to Bass Pro Shops. FREE PARKING at the meeting venue. Affordable nights stay (see hotel details below).

Thanks to our generous event sponsor:


AGENDA

June 11

8 - 9 a.m. Registration Opens

9 – 9:20 a.m.

Welcome Remarks: Setting the Tone

  MARKETING LENDING BONUS TRACK

9:30 – 10:30 a.m.

The Future of Marketing in Credit Unions

Meredith Miller, M2 The Agency

Lending Disruptors

Don Arkell, CU Lending Advice

The Future of Fintech and CU Lending Technology

Jon Ungerland, Daland Solutions

10:50 a.m. – noon

Bold New World Marketing to Today’s Members

Matt Willis, M2 The Agency

Underwriting the New Member: Starting off with a Profitable Relationship

Don Arkell, CU Lending Advice

Gaining New Members and New Money

Celeste Cook, CU Strategies

Noon – 1:00 p.m.

Lunch with Presentation by Banzai

1:30 - 3 p.m.

How to Get More Auto Loans

Andy Miller, M2 The Agency

Direct Auto Loan Growth: Case Studies and Success Stories From Around the Industry

Don Arkell, CU Lending Advice

Outbound Calling: How to Increase Engagement, Revenue & Retention

Celeste Cook, CU Strategies

3:15 – 4 p.m.

Marketing Panel Discussion

   

7:15 p.m.

Royals Game with Food & Drink Included

June 12

8 – 9 a.m. Registration Opens
  MARKETING LENDING BONUS TRACK

9 – 10:20 a.m.

Strategies to Convert to Full-Service Members

Meredith Miller, M2 The Agency

Lessons Learned from Repossessed Auto Loans

Don Arkell, CU Lending Advice

Passionate Purpose in an Ever-Changing Technological World

Stephanie Alsbrooks, defi SOLUTIONS

10:50 a.m. -noon

How to Accommodate Millennials and First-Time Buyers to Grow Housing Purchases

Natalie Zvanya, LenderSelect

Principles of a Successful Real Estate Loan Interview

Don Arkell, CU Lending Advice

The Current Housing Market and Today’s Homebuyer

Tracy Marks, LenderSelect

Noon – 1 p.m.

Lunch with Open Your Eyes Presentation

1:30 – 3:00 p.m.

Marketing Productivity Metrics and ROI How-To

Andy Miller, M2 The Agency

Moving from a “Service” to a Sales Culture

Don Arkell, CU Lending Advice

Collections Best Practices

Bob Steensma, Five Star Credit Union

3:15 – 4 p.m.

Lending Panel Discussion


SPEAKERS

Bob Steensma, President/CEO Five Star Credit Union

Bob Steensma has been the President/CEO of Five Star Credit Union (FSCU, Dothan, AL-$383m) since June 2007. During his 29-year credit union career, Bob has been a Collections Manager at three credit unions and has held senior management positions in Collections, Lending, Operations and Sales at several credit unions throughout the country ranging in size from $300 Million to over $1 Billion in assets.

Under Bob’s leadership during the past nine years, FSCU has grown 274% in assets while being the most profitable Alabama credit union since 2011, with assets greater than $15 Million. In 2014, Five Star gained national recognition in the industry for being only the 5th credit union to purchase a bank, and in 2015 they became the first credit union to complete two bank acquisitions.

After a professional friendship with CU Lending Advice owner Brett Christensen that began in 1996, Bob has worked as a part-time collections consultant and trainer for CU Lending Advice since 2008. During that time, Bob has consulted and trained collections professionals in more than two dozen credit unions coast to coast ranging in size from $50 Million to over $3 Billion in assets. Bob is a native of Dallas, Texas and graduated with a Bachelor of Arts degree in Business Administration from DePaul University in Chicago.


Andy Miller Managing Partner, President and CEO M2 The Agency

Having cut his teeth in the international agency market, Andy’s core skills in digital planning, strategy, media and public relations served him well in establishing targeted approaches in emerging markets. He brings a unique skillset to the M2 team with a background in financial services, insurance, logistics, golf, and fast-moving consumer goods for big box clients including FedEx, Johnson & Johnson, Nestle, Bonine, BAT, Seimens, Leo Burnet, American Finasco, and MyBtlr. As one of the leaders at M2, Andy provides a strategic direction with an emphasis on keeping ourselves and our clients ahead of the digital curve.


Celeste Cook, Founder and President/CEO of cuStrategies LLC

As a credit union industry strategist and expert, Celeste provides strategic planning, consulting, and training to the credit union industry. Celeste has partnered with credit unions across the nation to help them increase loan growth, profitability, and retention through her proven innovative strategies. Several of her clients have been awarded the CU Journal Best Practices Award, the Louise Herring Award, and the Dora Maxwell Award as a result of her programs. Celeste has been involved in the credit union industry for more than 20 years and has been a professional speaker and trainer for 15 of those years.


Don Arkell, Senior Consultant, CU Lending Advice

Don first worked with Brett Christensen at Clark County Credit Union as one of his original hires and a member of his first sales team.  While at CCCU, Don quickly moved through the ranks at the credit union, working in all areas of Sales and Lending. He eventually founded a CUSO owned by CCCU– Members Auto Brokerage Service, Inc.

Don joined up with Red Rocks Credit Union in Highlands Ranch, CO in 2007 and helped RRCU establish a vibrant sales culture while transforming the Credit Union from full retail delivery to offering 100% of consumer loans and member service through remote delivery channels. This effort drove down operational expenses, reduced the FTE count, increased loans, total assets and net income.

During the difficult economic times of the last decade, Don navigated the organization through the muddy waters of the mortgage business by overhauling the entire Real Estate Lending program. Focusing on the core values of the organization, Don completely rebuilt this vital area of the organization by implementing a successful Consultative Lending strategy. Don’s efforts are credited with turning this failing area around and growing into the most profitable area of the credit union.

Don’s unique leadership style and passion for Sales and Leadership have made him a sought-after speaker, trainer and strategist.  He works with credit unions around the country helping them grow their loan programs, organizational design, lending technology and strategic planning.


Jon Ungerland COO/Founder, DaLand

Jon Ungerland believes the core philosophy underlying credit unions is the plausible and sustainable model for preserving healthy financial institutions and promoting financially dignified and strong communities in the 21st Century. Mr. Ungerland is committed to vigorously exploring philosophical principles and technological concepts surrounding the privileged position credit unions occupy as centralized, trusted, community financial institutions in an era of disruptive 'innovation' and rapid technological transformation. As an avid technologist he has worked to immerse himself in the technologies that impact credit unions and their members.

Jon is an Ivy League intellect devoted to developing methodical, data-driven solutions to address any situation and has cultivated a team that specializes in journeying with credit unions to actualize their technological, operational, and strategic goals.


Matt Willis, M2 The Agency

Matt Willis graduated from Texas A&M University and earned an MBA from the University of Saint Mary. Innovative, resourceful and committed to helping clients find success, Matt spent 20 years spearheading marketing efforts for Texas A&M's legendary Corps of Cadets, a 2,600-member leadership development program. His successes building engagement for the program provide an immeasurable asset to M2's credit union clients by embracing proven methodologies for building engagement and brand loyalty. Matt enjoys looking at problems from multiple perspectives, identifying possible solutions, and asking "What if?" Matt has officiated Texas High School football for the past 20 years in his spare time.


Merideth Miller, Managing Partner and Chief Marketing Officer, M2 The Agency

Merideth began her career at a niche marketing and advertising firm in Memphis. That niche? Bank marketing. The firm's unique, data-driven approach allowed them to not just track results, they guaranteed them. This infused in Merideth a strict edict that client work not only needed to be at the highest levels of the creative spectrum – it also had to guarantee measurable success. That company was scooped up by data giant Acxiom, where her unique analytic and creative talents were quickly put to use for clients including Citi, Bank One and Wachovia, to name a few. Her role there was to ensure client-side data and Acxiom-generated data were perfectly matched with the right creative strategies to guarantee those results. In the early 2000s, Merideth entered the credit union space for a leading industry agency as Senior Vice President of Account Services, directing strategy for clients from $150 million in assets to over $5 billion. In 2010, Merideth decided to take her collective years of experience and focus on her own show, M2 The Agency – a digital marketing and advertising agency that thrives on growing the credit union movement with strategies designed to embrace culture while advancing organizations to deliver a member-driven, technology-focused experience.


Natalie Zvanya, Marketing Strategist at LenderSelect Mortgage Group

Natalie Zvanya leads mortgage marketing and brand development initiatives for LenderSelect Mortgage Group, working with over 130 community lenders nationwide. In addition to crafting and deploying LenderSelect’s marketing objectives, Zvanya also provides strategic marketing consulting services to the company’s third-party community lenders to help them achieve mortgage production goals.

Prior to her position with LenderSelect, Zvanya worked in the water reclamation and reuse space. She deployed business development and marketing campaigns to launch innovative commercial-application water reuse technology. Zvanya also has worked heavily in the equine industry as a graphic designer and brand developer.

Zvanya is a graduate from Rowan University with a Bachelor's Degree in Advertising.


Stephanie Alsbrooks, Founder and CEO, defi SOLUTIONS

Stephanie is an unabashed geek who lives, breathes and even dreams technology solutions. After working with auto lenders much of her career and experiencing first-hand the technology challenges they face, she founded defi SOLUTIONS. She knew there had to be a better choice between inflexible, out-of-the-box loan origination systems (LOS) and expensive, time-intensive custom solutions. So she gathered a world-class team to create an LOS never before seen in the industry. The defi SOLUTIONS family of lending software services now includes defi LOS, defi ANALYTICS, defi SERVICING, defi DIRECT, defi DIGITAL, and defi EXCHANGE.  It offers full configurability, fast implementation, and the latest technology – all at an affordable price. If you’re not fluent in geek, don’t worry. She also speaks lender like a pro.


Tracy Marks, President of LenderSelect Mortgage Group

Having built LenderSelect from the ground up, Tracy Marks is dedicated and passionate about providing the highest quality, most efficient and compliant solutions to community lenders. An executive with over 35 years of diverse sales experience, Marks is experienced in business development, systems and operations, and managing sales acquisition and production.

Prior to founding LenderSelect, he established and directed Members Mortgage Solutions as Market Leader for TrustMor Mortgage. Before his involvement in the mortgage industry, he gained valuable sales and management acumen at the helm of Morton Marks and Sons, Inc., a large office furniture and interior design firm. Now firmly rooted in mortgage industry for the better part of two decades, he regularly lends his expertise for speaking engagements on compliance and mortgage origination systems and processes for community lenders.

Mr. Marks is an alumnus of both Virginia Commonwealth University, and the University of Richmond. He has served as an executive board member for the Virginia Board of Persons with Disabilities under Governor Gilmore and Governor Mark Warner. Mr. Marks has also served on two gubernatorial transition teams under Governor Allen and Governor Gilmore and served as a Deputy Commissioner at the pleasure of Governor Gilmore. He is a past member of the Board of Directors for the Virginia Central and Eastern Division of the National Multiple Sclerosis Society, a cause close to his heart.


EDUCATIONAL INVESTMENT

Scholarship assistance is available for credit unions under $100M in assets.

We offer tiered pricing for eligible affiliated credit unions. Lunch is included.

Membership Discount One Day Both Days
Affiliated credit unions $0M - $19.99M 60% off $92 $160
Affiliated credit unions $20M - $49.99M 40% off $138 $239
Affiliated credit unions $50M+  -  $230 $399
Non-affiliated credit unions  -  $400 $800

 


HOTEL and LOCATION

Stoney Creek Hotel & Conference Center
18011 Bass Pro Drive
Independence, MO 64055
816-908-9600

Room rate: $101.50/ night plus tax

Reservation Deadline:  May 26th

Book a Hotel Room here. Enter Group Code: 215256. Or call 1-800-659-2220 and reference group name Heartland Credit Union Association.

Parking: Free parking


QUESTIONS?

Clint Armistead, 800.392.3074, x1321.
For registration questions or dietary and special assistance: Sharon Bahr, 800.392.3074, x1342.