For over 30 years, Lending Solutions Consulting, Inc. has helped credit unions navigate change, strengthen leadership, and prepare for the future. The 2027 Management Institute brings together industry leaders, executives, and innovators for three days of strategy, collaboration, and real-world solutions designed specifically for today’s evolving financial landscape.
REGISTER HERE
LOCATION:
Marriott Orlando World Center
8701 World Center Drive
Orlando, FL 32821
Room Rate: $366/night*
Rate includes the $47/night resort fee
Reservation Deadline: January 6, 2027
Hotel Room and Theme Park Tickets: HOTEL BOOKING LINK
*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.
TUITION:
$1795 per person**
***Early bird discount $200 off tuition with registration by 9/1/26
AGENDA TOPICS:
*These are just some of the topics being covered during the 2 1/2 day sessions.
Building Momentum: Hear the real story behind one credit union’s journey to build, lose, and rebuild lending momentum. Learn why sustaining growth is often easier than restarting it, and discover practical strategies that every credit union can implement to keep lending moving forward.
Indirect Lending: Building a High-Performing Dealer Network: Hear from one credit union as they share the strategies behind building and sustaining a thriving indirect lending program. Learn how they cultivate dealer relationships, maintain strong loan quality, manage risk, and continue to grow their portfolio in today’s competitive marketplace. Gain practical ideas you can take back to strengthen your own indirect lending strategy.
Collections Trends: Understanding the Numbers and Predicting Losses: Staying ahead of delinquency requires more than tracking past-due loans. Explore key collections trends, including average deficiency balances, charge-off projections, and emerging portfolio risks. Learn how to identify and understand trends within your own delinquency portfolio, recognize changes in performance, and determine what those trends mean for future losses. Gain practical strategies to establish realistic performance goals, strengthen collections, and protect your credit union’s bottom line.
Financial Store Model: Reimagining the Branch Experience: Inspired by the Apple Store, learn how one credit union transformed its branches into relationship-focused financial stores. Hear their success story, the lessons they learned, and practical ideas you can implement to create a more engaging member experience and drive stronger results.
Building Stronger Communities, Stronger Credit Unions: Successful community outreach creates more than goodwill, it builds trust, strengthens relationships, and reinforces the credit union mission. Hear how one credit union has turned community engagement into a powerful driver of member loyalty and organizational success.
Understanding the Numbers That Matter: Every decision impacts the bottom line. Learn how successful credit union leaders use key financial metrics to drive profitability, improve operational performance, and make strategic decisions that position their organization for long-term success.
Driving Financial Success: Hear from a CDFI credit union CEO who has built a 28% capital ratio and over 3% ROA while serving underserved communities. Gain practical insights into the strategies that have created financial strength without losing sight of the credit union mission.
Working Genius: Unlocking Your Team’s Potential: Every employee brings unique strengths to the workplace, but are those strengths being used effectively? Explore the six types of Working Genius and discover how understanding what energizes your team can improve collaboration, strengthen communication, reduce frustration, and create a more productive workplace. Gain practical ideas to help your team work smarter, lead more effectively, and achieve stronger results.
How Credit Unions Remain Relevant: As technology, AI, and FinTech continue to reshape the financial industry, what will set credit unions apart?
AGENDA:
Tuesday, February 16th – Dinner Reception
6:30pm – 8:00pm
Attendee registration kicks off the program with networking, and a preview of the strategies and concepts that will be explored throughout the event. This session sets the stage for an incredible three days ahead.
Wednesday, February 17th – Classroom Session
7:30am – 8:30am
Breakfast
12:00pm – 1:00pm
Lunch
8:30am – 4:00pm
Classroom topics and speakers coming soon!
Thursday, February 18th – Classroom Session
7:30am – 8:30am
Breakfast
12:00pm – 1:00pm
Lunch
8:30am – 4:00pm
Classroom topics and speakers coming soon!
Friday, February 19th – Classroom Session
7:30am – 8:30am
Breakfast
8:30am – 12:00pm
Classroom topics and speakers coming soon!
©Lending Solutions Consulting Inc.
Cancelation Policy:
All cancellations must be received in writing and submitted via email to tbruce@rexcuadvice.com. Cancellations received more than 45-30 days prior to the event are subject to a 25% administrative fee of the conference total. No refunds will be granted for cancellations received on or after 30 days prior to the event. Substitutions are accepted prior to the start of the program and may be submitted via email. Please provide the event name, current participant name, and the new participant and email to tbruce@rexcuadvice.com.