2023 Economic
& Payments Forum
SAVE THE DATE
September 18-20, 2023
Renaissance Legacy West Hotel
Plano, Texas
Please Note: later start and stop times for this year's Forum.
Forum Schedule
Subject to change | Please note the later start time on Monday and later end time on Wednesday
|
MONDAY, SEPTEMBER 18 |
| Start Time |
Session Titles |
Speaker |
| 10:00 AM CT - 2:00 PM CT (includes lunch) |
Pre-Conference Bonus Session: Faster Payments Essentials |
Brad Ganey, Glenn Wheeler, Justin Lutes, Len Naidoo, Eric Dotson, Mark Keeling |
| 3:00 PM CT |
Welcome & Fireside Chat w/ Catalyst Executives |
Bruce Fox, Mike McGinnis, Brad Ganey, Diana Hennel |
| 4:00 PM CT |
Session 1: What...In This Economy? |
Peter Ricchiuti |
5:00 PM CT
|
Break |
|
| 5:30 PM CT |
Onsite Reception, Dinner and Networking |
|
| TUESDAY, SEPTEMBER 19 |
| Start Time |
Session Titles |
Speaker |
| 7:30 AM CT |
Breakfast Breakout #1: Enhancing Member Experience with CU LoanPay |
Justin Lutes |
| 7:30 AM CT |
Breakfast Breakout #2: Supporting Growth & Managing Risk for the Years Ahead |
Jonathan Jackson, Mark Wert |
| 7:30 AM CT |
Breakfast |
|
| 8:30 AM CT |
Morning Comments |
Greg Moore |
| 8:45 AM CT |
Session 2: Credit Union Trends & Strategic Considerations for 2024 |
Steven Houle |
| 9:45 AM CT |
Break |
|
| 10:00 AM CT |
Session 3: The Future of Instant Payments with the FedNow® Service |
Dan Gonzalez |
| 11:00 AM CT |
Break |
|
| 11:15 AM CT |
Session 4: CUNA Update & Economic Review |
Dawit Kebede, Greg Michlig |
| 12:15 PM CT |
Lunch |
|
| 1:30 PM CT |
Session 5: Observations from the Treasury on the U.S. Economy |
Tara Sinclair |
| 2:30 PM CT |
Break |
|
| 2:45 PM CT |
Session 6: The Superpowers of Sub Debt |
Mark DeBree
|
| 3:45 PM CT |
Break |
|
| 4:00 PM CT |
Session 7: Dear Work, Something Has to Change |
Sara Ross |
| 5:00 PM CT |
Wrap Up |
Greg Moore |
| 6:00 PM CT |
Off-Site Social Networking Event |
Tinman Social |
| WEDNESDAY, SEPTEMBER 20 |
| Start Time |
Session Titles |
Speaker |
| 7:30 AM CT |
Breakfast Breakout #3: Pushing the Easy Button on Faster Payments |
Glenn Wheeler |
| 7:30 AM CT |
Breakfast Breakout #4: Discovering New Analytics & Strategies for Future Success |
Casey Peterson, Christopher Uhl |
| 7:30 AM CT |
Breakfast |
|
| 8:30 AM CT |
Morning Comments |
Greg Moore |
| 8:45 AM CT |
Session 8: Economic Forecast for CUs |
Steve Rick |
| 9:45 AM CT |
Break |
|
| 10:00 AM CT |
Session 9: The Impact of Global Events on the U.S. Economy |
Peter Zeihan |
| 11:00 AM CT |
Break |
|
| 11:15 AM CT |
Session 10: Thriving Today & Tomorrow, Tech Trends Transforming CUs |
Jack Uldrich
|
| 12:15 PM CT |
Wrap Up |
Bruce Fox, Greg Moore |
CPE credits
CPE credits will be available. The event provides a basic program level, and no prerequisites or advance preparation is required. Speakers will provide strategic financial management insights and economic outlooks, along with the latest and most pertinent payment trends.
For more information regarding CPE credits, please contact the Catalyst Corporate training department.
Catalyst Corporate Federal Credit Union is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Concerns regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.