2023 PROCU Conference
Surf & Sand Resort
Laguna Beach, CA
October 1st - 3rd, 2023
Sunday, Oct. 1st, 2023
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.
Sandpiper 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
Hosted by Ameriprise Financial Services, Inc.
Please note: Attire for the Welcome Reception and Conference Sessions is business casual.
Monday, October 2nd, 2023
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 Behavior Gap
Carl Richards, CFP
Sponsored by LPL
Pelican Room
9:50 am – 9:55 am
Break
Pelican Room Foyer
9:55 am – 10:45 am
Economic Forecast
Jeff Roach – Chief Economist, LPL Financial
Sponsored by LPL
Pelican Room
10:45 am – 10:55 am
Break
Refreshments provided
Pelican Room Foyer
10:55 am – 11:45am
Data-Centric Strategies to Grow Your Wealth Management Practice
Ian Wright –Sr. Principal Consultant & Chief Insights Officer, DDM, Equifax
Todd Hoover – SVP of Data-Driven Marketing, Equifax
Pelican Room
11:45am – 12:45 pm
Lunch
Sponsored by Cetera
Catalina Terrace
12:45 pm – 1:35 pm
Case Study – Driving Organic Growth through Data Analytics
David Bresler, CFPTM VP – Advisor Business Development Group, Ameriprise Financial
Pelican Room
1:35 pm – 1:40 pm
Break
Pelican Room Foyer
1:40 pm – 2:25 pm
Innovative Strategies in LTC & Life
Chris Spates – Managing Partner, VIP Insurance
Pelican Room
2:25 pm – 2:30 pm
Break
Refreshments provided
Pelican Room Foyer
2:30 pm – 3:30 pm
Future Focus - Succession Plans
Eric Armstrong - Owner, Compass Consulting
Pelican Room
3:30 pm – 3:40 pm
Monday Closing Remarks & Awards
Tom Mitchell & Jeff Thatcher, PROCU Board of Directors
Pelican Room
5:30 pm - 6:30 pm
Happy Hour Reception
Please join us for wine and hors d'oeurvres
Sponsored by CUSO Financial Services
Catalina Terrace
Tuesday, October 3rd, 2023
7:30 am – 8:30 am
Breakfast
Sponsored by CUNA
Pelican Room Foyer
8:30 am – 8:35 am
Opening Remarks
Teo Trandafir, PROCU Board of Directors
Pelican Room
8:35 am – 9:40 am
CU Program Showcase
CU Program Managers share tips and best practices on what has brought their business to the next level
Kelly Corah, President, Program Director, Addison Avenue Investment Services
Nancy Almond, SVP Numerica Financial Services and Program Manager
Chad Waddoups, VP, Wealth Management, Mountain America CU
Pelican Room
9:40 am – 9:45 am
Break
Pelican Room Foyer
9:45 am – 10:40 am
Will ChatGPT (and the AI behind it) revolutionize our business?
Kemal Kvakic – VP, Head of Innovation, Raymond James
Sponsored by Raymond James
Pelican Room
10:40 am – 11:00 am
Awards & Closing Remarks
Melisa Lindsay-Lipkins – Chairman, PROCU Board of Directors
2023 Top Director Awards - Credit Unions
Tim Kehrer – Director of Research, Kehrer Group
Pelican Room