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Gonzo Credit Union CLO Roundtable

Old Town Scottsdale


Gonzo Credit Union CLO Roundtable

April 22-23, 2013
Cornerstone Advisors - Scottsdale

Attendance is limited - register early to reserve your seat.

Well, well, Chief Lending Officers ... it appears there are a few signs of light in the economy and now everyone in your organization is asking for loan growth.

We know you all were encouraged if not arm-twisted to put some hefty production numbers in your 2013 budget. Remember - you're not alone, and it's time to unlock the value of peer collaboration.

Cornerstone Advisors is proud to announce that we are "getting the band back together" and holding our Second Annual Gonzo Chief Lending Officer Roundtable!

This unique industry event provides a private forum for large credit union peers (over $700 million in assets) to share best practices and war stories in an informal and intimate setting.

No sales pitches! No booths with mouse pad giveaways. Just meaty content and discussion about the issues you're grappling with today.

This event is designed for executive and senior managers who oversee lending and credit risk management functions within their organizations.

Attendance at this unique gathering is limited to 18 participants, so REGISTER SOON.




SCHEDULE:

Monday, April 22
8:30 a.m.-4:30 p.m. - Intros & Roundtable Discussions
6:00 p.m. - Dinner in Old Town Scottsdale

Tuesday, April 23
8:00-11:30 a.m. - Roundtable Discussions


AGENDA HIGHLIGHTS:

Marketing Analytics to Drive Lending
Best practices for raising the level of lending participation in our member base and taking advantage of direct loan refi opportunities

Loan Efficiency: Measurements and Practices
Review Cornerstone loan efficiency benchmarks and share how others are improving and measuring loan efficiency

Making E-Signatures Work
A step-by-step discussion of how credit unions are working to expand the use of this exciting technology improvement

Disintermediating the Dealer: Reality or Pipe Dream?
Approaches for generating more auto buying and direct lending from members vs. dealer finance

Is the HELOC Back, Baby?
New product features, underwriting approaches and pricing/marketing strategies

Organizing for Business Lending
How we are organizing this new line of business? Where are common resources being shared?


For more information about this or any of our Gonzo Credit Union Roundtables, call Chris Buba at (480) 663-2188 or send Chris an email.