“CUSOs & Collaboration: How to Cooperate to Generate Net Profits”
Join your credit union peers who will share the ins and outs of their unique offerings.
Session Descriptions and Speakers:
Creating Efficiencies through Collaboration and Alignment, Thomas O’Shea
O’Shea will provide an in-the-trenches look at what it takes to create a CUSO for supporting a Collaboration Strategy and Plan.
Tom O’Shea is President/CEO of Aspire FCU based in Clark, N.J. Aspire FCU is a multi-occupational CU serving government and private industry groups. O’Shea is a graduate of FDU, Madison and has been a CU advocate since 1981.
Shared Credit Union Operations, Paul Ladd
Ladd will share his business model of managing day-to-day credit union operations, shared facility, and shared staffing.
Paul Ladd has been the CEO of Credit Union Services for 28 years. He has been active in the credit union industry for 34 years. Ladd attended Babson College, Wellesley, Massachusetts with a focus on ALM and Investments. He has been a member of Garden State FCU for 49 years.
Participation Loans, Jeff Miller
Learn how your CU can team up with other lenders and reduce exposure to risk and increase profits.
Jeff Miller is Vice President of FJ Financial Group LLC; a wholly owned CUSO of First Jersey CU in Wayne, N.J. Prior to joining FJ Financial, Miller worked for Paragon Financial Group, now owned by Visions FCU in Endicott, N.Y. Miller has over 15 years of experience with financial services specializing in participation loans. He is a member of CUNA’s CFO Council and has been a speaker at credit union conferences.
Facilitator: Brian Lauer
Brian G. Lauer is a partner with the law firm of Messick & Lauer, P.C. where he concentrates his practice on assisting credit unions, primarily through CUSOs, in finding effective ways to work collaboratively with other credit unions and third party service providers to serve their members with non-traditional products and services.
Lauer also assists credit unions and CUSOs navigate the sea of regulations affecting nearly every aspect of their day-to-day operations. He has worked with credit unions and CUSOs involved in offering a number of different services, including: sale of investment services, insurance services, mortgage lending, title insurance, indirect lending, business lending, credit card lending, student lending, operational services such as compliance and marketing, information technology support, stored value and debit cards, payroll processing, technology development and disaster recovery/business continuation.
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Time: 10:00 a.m. to 2 p.m.
299 Ward Street
Hightstown, N.J. 08520
How much does it cost?
Pricing for these sessions is tiered based on assets and is as follows*:
Over $150 million $209.00
$33.8 - $150 million $149.00
Under $33.8 million $ 69.00
*A 25% discount is available for credit unions that send three or more people. To receive your discount when registering online, please enter the discount code "els25" for the 25% discount when checking out.
To register, e-mail Mary Zelinsky at email@example.com (be sure to note name of attendee(s), credit union, and cost). Or register online here.