2022 PROCU Conference
Surf & Sand Resort
Laguna Beach, CA
October 2nd - 4th, 2022
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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

Download a copy of the agenda here!