Management Institute | January 31-February 2, 2024 | Anaheim, CA

Wed Jan 31, 2024 – 8:00am to Fri Feb 02, 2024 – 12:00pm

Hosted By: Team LSCI

Join us for this one-of-a-kind leadership conference that is centered around credit unions sharing innovative solutions and practical business ideas in a vibrant, interactive environment. This conference brings together top leaders in the industry to gather and share best practices, specific tactics to increase earnings, and strategies for success. With a wide variety of topics ranging from lending to marketing to operations to compliance, this event is all about sharing experiences with your peers. 


Disney’s Grand Californian Hotel & Spa
1600 South Disneyland Drive
Anaheim, CA 92802

Room Rate:  $329/night
Reservation Deadline: January 6, 2024

Hotel Room and Theme Park Tickets:
Airport Transportation:

*Please note that hotel room rates and availability cannot be guaranteed and the room block may be sold out prior to the deadline. Room reservations and fees are the responsibility of the registrant.
**Theme Park reservations are limited and subject to availability, and availability can change until the park reservation is finalized.


$1795 per person**
**Payments will be deferred until 2024 unless specified by client

Please make checks payable to:
Lending Solutions Consulting, Inc.
PO Box 609
Algonquin, IL 60102


Financial Store Model: Giving Credit Unions Branches a Face Lift.  Designed after the Apple Store; Hear from a CU that has put this strategy to work and how it could work for you.

Incentives: The dirty word… Think Twice Before Eliminating!  Learn how one CU is bringing in millions in CDs with incentives.

Significance of Social Media: Hear from a Credit Union CEO on their successful media campaigns and the significance it has with their membership base.

Teamwork:  Why ALL IN Requires Every Individual to Bring Their Strengths to the Table.

Bridging the Gap: Hear from a CU CEO who has partnered with community foundations and how it has benefited the credit union.

Artificial Intelligence: All you need to know! Learn the pros and cons and what you can expect.

Liquidity! Liquidity! Liquidity! Hear from LSCI experts on what they are seeing in the industry. Share ideas with credit unions nationwide and see what others are doing to address this issue.


Please note this is a sample agenda. Detailed agenda will be available at a later date.

Daily Breaks: Morning 10:00am & Afternoon 2:15pm

Wednesday, January 31, 2024
7:30am – 8:30am :  Registration/Continental Breakfast
8:30am – 9:00am :  Welcome and Overview
9:00am – 10:00am : LSCI – Current Trends and What We are Seeing in the Industry
10:00am – 10:15am – BREAK
10:15am – 11:15am – Financial Store Model/Maximizing Fee Income
11:15am – 12:00pm – Community Outreach/Credit Union Fest for CU members
12:00pm – 1:30pm :  Lunch
1:30pm – 2:30pm :  Significance of Social Media
2:30pm – 3:30pm : Bridging the Gap – Partnering with Community Foundations & Building Deposits
3:30pm – 4:00pm : Q&A/ Wrap Up
4:00pm – 5:30pm : Cocktail Event / Brisa Courtyard

Thursday, February 1, 2024
8:00am – 8:45am :  Continental Breakfast
8:45am – 9:00am :  Morning Announcements
9:00am – 10:00am : Key Note Speaker: Teamwork
10:00am – 10:15am – BREAK
10:15am – 11:15am – Incentives and How They Tie into Liquidity
11:15am – 12:00pm – LSCI
12:00pm – 1:30pm :  Lunch
1:30pm – 2:30pm :  Artificial Intelligence Pros and Cons
2:30pm – 3:30pm : Route 66
3:30pm – 4:00pm : Q&A/ Wrap Up
8:00pm – 9:15pm : Dessert Event in Cars Land with private access to Radiator Springs Racers at Disney’s California Adventure Theme Park

Friday, February 2, 2024
8:00am – 8:45am :  Continental Breakfast
8:45am – 9:00am :  Morning Announcements
9:00am – 10:00am : TransUnion
10:00am – 10:15am – BREAK
10:15am – 11:15am – Collecting in 2024
11:15am – 12:15pm: Panel Discussion – Liquidity Ideas
12:15pm – 12:30pm :  Final Q&A/ Wrap Up