APEX 2024 Learning Lab Presentations
Discover the wealth of knowledge from our APEX Learning Lab sessions. Below, you can access downloadable presentations and key takeaways from each session, allowing you to revisit important insights and apply them to your work. Whether you missed a session or want to dive deeper into the topics discussed, these resources are here to support your continued learning and professional growth.
Learning Board Fiduciary Duties and Responsibilities
Glory LeDu, President/CEO, CU Risk Intelligence / InfoSight
Serving as a credit union Director brings important duties and responsibilities. Whether you’re an experienced or newly appointed Director, this session offers valuable insights into best practices for highly effective boards. Discover strategies to fulfill fiduciary responsibilities and mitigate liability risks.
Fintech Showcase
Featured Fintechs: Ascent, CU Digilend, Ranqx, Starlight, Salus
The APEX Fintech Showcase provided a glimpse into the future of technology through concise presentations from five leading fintechs on the latest innovations for credit unions. Tailored for all levels, from executives to board members, the showcase highlighted solutions designed to enhance member services, streamline operations, and strengthen financial security.
Navigating the Compliance Landscape – Hot Topics for Credit Unions
Glory LeDu, President/CEO, CU Risk Intelligence / InfoSight
The regulatory compliance landscape is more challenging than ever, making it essential for credit unions to stay on top of developments and prevent anything from slipping through the cracks. This session offered insights into the latest regulatory changes, along with the tools, resources, and support available to help credit unions navigate them.
View and download the presentation now!
Beyond Business Intelligence: Leveraging Your Data as a Strategic Asset
Jamie Jackson, CEO, Arkatechture
In today’s fast-evolving financial landscape, treating data as a strategic asset is essential for credit unions to remain competitive. This session covered key strategies for harnessing data, including preparing for system conversions, establishing internal benchmarks, and driving operational innovation through fintech integration.
The Comprehensive Approach to Fixed Income Portfolio Strategy and Management
John Almeida, CFA, Institutional Fixed Income Sales Representative, Alloya Investment Services
The founder of CUCollaborate led a breakout session on credit union growth strategies, exploring field of membership expansions, charter conversions, and access to regulatory program benefits. View the presentation for a refresh on these valuable insights and updates on Field of Membership, CDFI, and LID strategies, along with real-world successes of credit unions using a strategic approach to growth.
Turning Possibilities into Lending Opportunities – Maximizing SBA Loan Programs/Services to Grow
SBA Specialists Carlos Hernandez, Tuesday Perkins and Daniel Horowitz
This session featured SBA Lender Relations Specialists discussing changes to the 7a loan program, aimed at simplifying lending and reducing costs for both lenders and borrowers. Explore the presentation for these important updates that are driving increased loans, attracting more customers, and boosting profitability, enabling lenders nationwide to reach the YES decision.
Leveraging Regulatory Benefits for Strategic Growth
Sam Brownell, Founder & CEO, CUCollaborate
Join the founder of CUCollaborate, for a breakout session covering credit union growth strategies through field of membership expansions, charter conversions, and gaining access to the benefits of regulatory programs. Attendees can expect to take away insights and updates to consider regarding Field of Membership, CDFI and LID strategies, and the successes credit unions have seen taking a strategic approach to growth.
