6th Annual CUNA Lending Council CLO Forum

May 1-2, 2019 | Omni Mandalay Hotel at Los Colinas | Irving, TX

The CLO Forum will bring credit union senior lending executives together to discuss challenges and opportunities facing our industry today. Find out what other credit union chief lending officers are talking about in an open forum environment driven from attendee input. The CLO Forum provides an excellent opportunity to network with industry peers.


Forum Rates:  CUNA Members - Free  /  Non-CUNA Members - $1,195

Register Now


Agenda:

Downloadable Agenda

Forum Facilitators: Ray Lindley and Jim Block
 

Day One:

Wednesday, May 1, 2019

4:30-7:00 pm

 
Networking Reception and Dinner

Meet all of your fellow CLOs

Sponsored by TransUnion

Day Two:

Thursday, May 2, 2019

8:00-8:30 am Networking Breakfast
8:30-8:45 am
 
Welcoming and Introduction

Mike London, CUNA Lending Council Chair
8:45-9:30 am
 
Achieving the Difficult Balance of Recession Resilience and Relevancy Given an Uncertain Economic Outlook

Jason Laky [bio], SVP, Financial Institution Vertical,
Trans Union, Chicago, IL


Senior leadership from TransUnion’s Financial Institution vertical will provide insight into what Credit Union CLO’s should be doing and not doing today to prepare for a changing economy. Industry specific growth and performance trends by product will be shared, and risk mitigation tactics balanced with the risks of over-correcting will be discussed.
9:30-10:00 am Open Discussion: Economic Outlook & Preparedness
10:00-10:15 am Networking Break
10:15-11:00 am


 
Gearing to Compete in the Digital Future–Investments CLO's Must Consider Today to Remain Relevant Tomorrow

Pundeet Dixit [bio], Associate Partner, McKinsey and Company, New York, NY

Pundeet will discuss the six big trends that are shaping the way members will borrow in the next 2-5 years and the implications of these trends for credit unions to maintain their market share and growth trajectory. Large lenders with multibillion-dollar R&D and advertising budgets will set a new bar on member expectations. Pundeet will provide insight to help Credit Unions focus their digital transformation efforts on meeting borrower’s future expectations.

11:00-11:30 am Open Discussion: Digital Transformation in Lending
11:30-12:15 pm Networking/Working Lunch
12:15-1:15 pm
 
Loan Profitability and Managing Profitability in a Rising Rate Environment

Dan Price [bio], President, 2020 Analytics, Tampa, FL

We all know that there is a difference in the phrases "not-for-profit" and "for-loss." Managing your loan portfolio (and your credit union) successfully can be done by maximizing the aggregate value you provide to your membership. This session will discuss quantifying that value, and the steps you should considering taking to maximize member benefit over the long-term.

1:15-1:45 pm
 
Open Discussion: Best Practices in Loan Portfolio Management
1:45-2:00 pm Networking Break
2:00-3:30 pm
 
CLO Round Table Discussion

{Prior to the meeting attendees will be surveyed for desired discussion topics. The top three topics will be discussed by the group.}
3:30-3:45 pm Building Your CLO Network

Mike London, CUNA Lending Council Chair
Jim Block, CUNA Lending Council Vice-Chair


Mike and Jim will provide various tools and resources to keep you connected to your CLO peers.
3:45-4:00 pm Thank You and Parting Words

Mike London, CUNA Lending Council Chair

Conclusion and Attendee Requests for Follow-Up

The unique collaboration of the credit union industry allows this to be a great opportunity to learn ways to take your organization to the next level and develop yourself professionally. The best take away will be the contacts you have made and network you have extended. Contact information of attendees will be provided to encourage future networking.

 

Achieving the Difficult Balance of Recession Resilience and Relevancy Given an Uncertain Economic Outlook

Jason Laky, SVP, Financial Institution Vertical, Trans Union, Chicago, IL

Jason LakyJason is the business leader for consumer lending within TransUnion’s Financial Services vertical. He is responsible for the strategy, market planning and financial performance of the consumer lending line of business, which includes solutions to support personal and student loans, retail installment lending, and the credit union market vertical.

Prior to joining TransUnion, Jason held positions at HSBC Auto Finance and Booz Allen Hamilton, where he engaged in business unit strategy, product management, market development, and credit operations. In addition, he served as an officer in the United States Army. Jason holds a bachelor’s degree in Computer Science from Southern Methodist University and an MBA from the Kellogg School of Management at Northwestern University.


Gearing to Compete in the Digital Future – Investments CLO’s Must Consider Today to Remain Relevant Tomorrow

Pundeet Dixit, Associate Partner, McKinsey and Company, New York, NY

Pundeet DixitPuneet is a junior partner in McKinsey & Company's New York office and leads McKinsey's digital payments and consumer finance service lines for North America.

Puneet has served leading lenders, fintechs and financial services institutions in building and scaling up lending businesses.

 


Loan Profitability and Managing Profitability in a Rising Rate Environment

Dan Price, President, 2020 Analytics, Tampa, FL

Dan Price2020 Analytics is the premier loan portfolio analytic service provider for credit unions and has been serving credit unions exclusively since 2010. Dan is a CFA charterholder and Certified Public Accountant. Prior to joining 2020, he served as a financial statement auditor in Clearwater, Florida.

Dan received his Bachelor of Science Degree in Accounting and Master of Accountancy from the University of South Florida in Tampa, Florida. He has made numerous presentations on various topics in both web-based and in person venues throughout the United States. Dan is experienced in presenting to groups of 100 or more as well as leading breakout sessions and small group round tables.