September 29th – October 1st, 2024
Loews Coronado Bay Resort, Coronado, CA 

Thank you to all of you who joined us in San Diego for our 2024 PROCU Conference!  From kicking off the conference with the Program Manager Roundtable to closing it out with the Kehrer Group Top Credit Union Director Awards, there was no shortage of networking, case studies, idea sharing and industry discourse in this beautiful harborside setting.  We hope all of you left with new ideas on how to lead your teams through the ever changing landscape of our industry.  Click here for a PDF of our Top Ten Takeaways!

We wanted to take some time to share the memories, capture your top takeaways and celebrate your peers.  And it you weren't able to join us this year, please reach out to a PROCU Board Member or our Conference Coordinator for details on how to be a part of our community.  We will be announcing our regional roundtables and 2025 Annual Conference on our website, social media and email channels.

PROCU 2024 Top 10 Take-Aways

1. Record Breaking Attendance – PROCU is growing!  Lots of new program managers were in attendance this year, with great representation from women PMs!
2. Create a Network of PMs – Connect and Collaborate with like-minded programs; communicate regularly to help you explore ideas, gather feedback, and stay focused. Reach out!
3. Build Relationships with your Call Center Reps – Assign a financial advisor (or two) to the team for better referral generation.
4. Marketing to Retirement – Plan a branch-wide retirement party to promote retirement investment solutions. Consider offering all members turning 50 a Financial Plan.
5. Create a Value Proposition for your FAs – Include all the nuance in running the program that they don’t usually see, including the benefits of working for the credit union versus being independent.
6. Elevate your Recruiting – Recruit 24/7 and create a repeatable process. When hiring million-dollar producers, bring in the C-Suite.
7. Career Path – Let your team know what the next step is on their career journey and help them get there.  Look for coaching opportunities and consider six- or twelve-month scorecards including intangibles and professional development.
8. Request for Proposals (RFPs) – While there is no perfect time to RFP, it’s a healthy part of running a successful program.  Know what to ask for and be transparent about what you want for the future of your team.
9. Leverage Technology to Innovate – Find out what your team wants and what they will use. There are options to help bring efficiency and sales to your program, especially for those smaller accounts and younger clients.
10. “Fu bu guo san dai” – 90% of wealth is lost by the 3rd generation. Philanthropy can connect generations by passing along values.

Thank you for our 2024 Title Sponsor, LPL Financial, for covering conference registration for Credit Union attendees!