2022 PROCU Conference
Surf & Sand Resort Laguna Beach, CA October 2nd - 4th, 2022 Sunday, Oct. 2nd, 2022 2:30 p.m. – 5:30 p.m. Investment Program Roundtable *Credit Union and CUSO Program Managers only* Meet your peers and discuss relevant topics in a casual afternoon session. Sand Dollar Room 6:00 p.m. – 8:00 p.m. Opening Night Welcome Reception Please join us poolside for Cocktails & Tapas by the ocean Pool Terrace Sponsored by Ameriprise Financial Services, Inc. Please note: Attire for the Welcome Reception and Conference Sessions is business casual. Monday, October 3rd, 2022 7:30 am –8:30 am Registration and Breakfast Sponsored by Raymond James Pelican Room Foyer 8:30 am – 8:40 am Welcome Melisa Lindsay-Lipkins – Chairman, PROCU Board of Directors Pelican Room 8:40 am – 9:50 am Keynote – The Washington Update Sponsored by LPL Jeff Bush - The Washington Update Pelican Room 9:50 am – 9:55 am Break Pelican Room Foyer 9:55 am – 10:45 am Advising Clients Now: The Importance of Values Jan Blakely Holman - Director of Advisor Education, Thornburg Investment Management Pelican Room 10:45 am – 10:55 am Break Refreshments provided Pelican Room Foyer 10:55 am – 11:45am Beyond the Branches: Remote Delivery of Advice David Bressler - VP, Ameriprise Financial Kelli Zandstra - VP, Ameriprise Financial Brian Venn - Program Manager, California CU Moderated by: Scott Stathis - Founder & Managing Partner at Stathis Partners, LLC Sponsored by Ameriprise Financial Pelican Room 11:45am – 12:45 pm Lunch Sponsored by Cetera 15FiftyFive (Terrace) 12:45 pm – 1:35 pm Optimizing Online Presence Matt Kress - Director of Advisor Innovation, WisdomTree Asset Management Pelican Room 1:35 pm – 1:40 pm Break Pelican Room Foyer 1:40 pm – 2:25 pm Leverage What You've Learned To Take Your Practice to New Heights Matt Ransom – VP, Branch Associate & Next Gen Advisor Programs, Raymond James Sponsored by Raymond James Pelican Room 2:25 pm – 2:30 pm Break Refreshments provided Pelican Room Foyer 2:30 pm – 3:30 pm Investment Program Showcase: Growing Through Change Panel Discussion Karen Benedict – SVP, Northwest Financial Advisors James Herring - VP, RBFCU Services Josh Fadel – Managing Director, Desert Financial Wealth Management Pelican Room 3:30 pm – 3:40 pm Monday Closing Remarks & Awards Tom Mitchell & Scott Jenner, PROCU Board of Directors Pelican Room 5:30 pm - 6:30 pm Reception Please join us for wine and hors d'oeurvres Sponsored by CUSO Financial Services Ocean Terrace Tuesday, October 4th, 2022 8:00 am – 8:30 am Coffee & Tea Pelican Room Foyer 8:30 am – 8:35 am Opening Remarks Matt Snively, PROCU Board of Directors Pelican Room 8:35 am – 9:20 am Industry Update - Key Opportunities for CUs in Wealth Management Arthur Osman – Principal, Kehrer Bielan Research & Consulting Pelican Room 9:20 am – 9:50 am Continental Breakfast Buffet Sponsored by CUNA Brokerage Services, Inc. Pelican Room Foyer 9:50 am – 10:40 am Interactive Workshop - Evaluate & Plan to Elevate Your Program’s Online Presence - Practical tips to put into action today! Matt Kress - Director of Advisor Innovation, WisdomTree Asset Management Pelican Room 10:40 am – 11:00 am Awards & Closing Remarks 2022 Kehrer Bielan Credit Union Investment Program Director Awards Melisa Lindsay-Lipkins – Chairman, PROCU Board of Directors Pelican Room |