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Register Now for Next CFO Roundtable on Oct. 31

Tue, Oct 10, 2017

Register now for the next CFO Roundtable on October 31, 2017. Speakers include Orlando Hanselman from Alligators Overhead Strategy & Risk Advisors, and Robert van der Hooning from Collateral Analytics. Presentations will focus on using data and analytics to drive credit union growth and profitability.

The CFO Roundtable is 8:30 am – 4 pm on Tuesday, Oct. 31 at the MD|DC Credit Union Association office in Columbia, Md.

Register here

Full Agenda

Agenda:

Orlando Hanselman, Alligators Overhead Strategy & Risk Advisors

Achieving Outstanding Organic Growth with Data-Driven Discipline

  • Sustainable Growth Pyramid
  • Loyalty/Profitability Tactical Action Matrix
  • Product Marketing Sweet Spot

Robert van der Hooning, Collateral Analytics

CECL Risk Solution with US and MD|DC|VA Market Data: Mortgage Loans

  • Actual CECL Data and Models Used by CUs, Banks and GSEs
  • Location Matters: 185M Loans Show FICO/LTV Not Sufficient
  • Rocket Science vs. FAS 5/FAS 114: Threading the Regulatory Needle

Monetizing CECL: Growth Engine for New Members, Purchase & Refi Loans

  • Use Cases with MD|DC|VA Data: Upsell, New Members & Churn
  • Nightly "Sweeps" and Visual Communication Tools To Sell More Loans
  • CECL's "Penicillin" Gift: Borrower Equity Maps for Local Neighborhoods