Please share the information with any of your colleagues who may be interested in attending.
Oyster Point Hotel
146 Bodman Pl
Red Bank, NJ 07701
Join us at the picturesque Oyster Point for our September CUES Event to learn more about - The State of the Credit Union Industry.
This session will explore the current state of the credit union industry from a financial perspective. On a macro level, we’ll review the consolidated credit union industry’s balance sheet and look at recent trends in loan growth, investment allocation and shifts in deposit mix. Recent and historical operating and income ratios will also be discussed to identify areas of competitive strength and weakness. We’ll also look at the industry’s capital utilization, liquidity and margin trends
Guest Speaker - Frank Santucci
Frank Santucci is a Managing Director at Stifel Nicolaus & Company, and is an authority on asset liability management in the institutional fixed income market. He has worked with hundreds of banks and credit unions nationwide in a career spanning more than 34 years, and he is the principal author of the ALM model used by Stifel’s Balance Sheet Management Services.
He is a frequent speaker at regional and national conferences on various ALM and risk management practices, as well as current industry trends. Frank pursued his higher education at Long Beach City College and at California State University of Long Beach in Long Beach, California. Frank currently holds Series 7, 63, and 24 licenses from the Financial Industry Regulatory Authority. Frank is also an Eagle Scout with the Boy Scouts of America.
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Friday, November 15th – Five Star Service in an Omni-Channel World (Lunch and Open Bar)
Today’s consumer expectations are being influenced by other industries, FinTech, and perhaps even some fiction. Artificial Intelligence brings a lot of promise to personalized, accurate, and efficient service but it is the human that adds empathy. Exceptional service will only be delivered correctly through an integrated approach.
Your discussion leader Sundeep Kapur, Educator at Digital Credence will discuss key factors that will help your credit union define a proactive, pragmatic, and innovative strategy to serve members.