Commercial Services Council

Session 2 AgendaBack to Commercial Services Council Register Now

Join your peers in the commercial lending and member business services vertical at the upcoming Commercial Services Council meeting. First, Rachel Snyder and Justin Conrey with Credit Union Business Group will present an industry update spanning commercial lending and treasury management. Next, Mark Dixon, Vice President of Payment Strategy with WesPay, will join the group to share best practices for providing ACH origination services to commercial clients. This session will also feature an industry update and a roundtable discussion – bring your questions and hot topics!

DATE & TIME	DESCRIPTION
Thurs, May 12
9:30 - 9:35 a.m. PDT 10:30 - 10:35 a.m. MDT	Welcome & Introductions Carmen Vigil \| AVP Member Engagement NWCUA
9:35 - 10:30 a.m. PDT 10:35 - 11:30 a.m. MDT	Industry Update: Commercial Lending & Treasury Management Rachel Snyder \| SVP and Chief Operating Officer, CUBG Justin Conrey \| SVP Credit Administration, CUBG
10:30 - 10:45 a.m. PDT 11:25 - 11:30 a.m. MDT	Roundtable Discussion
10:45 - 11:30 a.m. PST 11:45 a.m. - 12:30 p.m. MST	Payments Best Practices in Treasury Management Mark Dixon \| VP Payment Strategy, WesPay Nathan Carman \| Payments Consultant and Auditor, WesPay
11:30 a.m. PST 12:30 p.m. MST	Wrap-Up & Session Adjourns Carmen Vigil \| AVP Member Engagement NWCUA

Jun14

Lenders Council, Session 2

This Council will stay on top of issues impacting the lending industry by having access to a wealth of information through networking with fellow credit union lenders.

Jun28

Risk Management Council, Session 2

This council focuses on internal, and cyber security, as well as business continuity and disaster recovery. By connecting peers in these areas, this council fosters communication and support that helps the industry identify and reduce the many areas of risk that credit unions face daily.

Jul12

HR & Trainers Council, Session 2

This Council provides a forum for credit union professionals in human resources and training to learn about new techniques, preview other credit unions’ practices, and share professional presentations in this self-directed forum. HR and Training professionals gather to learn, teach, and pass on tips, provide resources, information, and networking and professional development opportunities to best prepare for what’s on the horizon.

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Mark Gonzalez

Senior Manager, Member Engagement

NWCUA

Phone: 503.350.2241

Toll-free: 800.995.9064 x241

mgonzalez@nwcua.org

Mark Gonzalez serves as the Senior Manager of Member Engagement for the Northwest Credit Union Association. In this role, he strengthens cooperation and collaboration amongst credit unions within the Northwest by strategically managing programs, initiatives, and events that create new and innovative programs for the region’s Micro-Communities and Councils, increasing credit union awareness and NWCUA […]

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Carmen Vigil

AVP, Member Engagement

NWCUA

Phone: 206.340.4817

Toll-free: 800.995.9064 x122

cvigil@nwcua.org

Carmen Vigil serves as the Assistant Vice President of Member Engagement for the Northwest Credit Union Association. In this role she has the pleasure of connecting with various micro-communities across Oregon, Washington, and Idaho including Credit Union Chapters, Councils, Leaders of Small Credit Unions, Young Credit Union Professionals, Alumni of Western CUNA Management School, and […]