Credit Union Forms – CA/NV Reach Conference

The California & Nevada Credit Union Leagues held their annual conference in Palm Desert, CA on November 4 through 6. Oak Tree, the leading provider of credit union forms, recaps the main topics and keynote speakers from this event.

Everything from featured topics to the breakout sessions were lively and engaging. Dave Logan did a great job explaining the importance of community and leadership with his presentation on tribes. Sometimes we forget how closely we are connected to each other. The cryptocurrency talk by Brock Pierce was enlightening. With the new automation and increased security measures, it will be interesting to see how this plays out over time. Pablo’s keynote presentation that discussed the vulnerabilities of EMV chip technology raised more than a few eyebrows. They were quickly lowered though, once he began to explain how he and his team work to combat hackers on a daily basis.

The breakout sessions were just as good. For instance, the session on “understanding how to market yourself as a credit union to high-risk lenders, and navigate the process successfully” was beneficial. Brett Christensen gave that talk, as well as the one on increasing the efficiency of your loan department. The 10 critical factors that help maximize and determine your lending success are invaluable tips.

Beyond that, we learned how to use our iPads as productive business tools, with talks from featured and breakout session speakers. It’s amazing that we live in a world that has become so fast-paced in such a short period of time. If you don’t keep up, you could get lost, or lose business. Conferences like REACH help you stay sharp, and so do businesses like Oak Tree. As your lending forms provider, we have you covered. We keep you up to date, compliant, as well as work with your system to make sure form integration is seamless. When things need to change, we change them. Everything we do is centered around keeping you up to date, so your business can stay on the cutting edge of innovation, and continue to deliver quality member service.

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