When: September 11 - 13, 2023
Where: Omni Parker House in Boston, MA
This year the conference will be held at the legendary Boston Omni Parker House in the heart of downtown Boston, MA.
Register NowMonday, September 11th
Welcome Reception
6:30 PM - 8:30 PM
Tuesday, September 12th
Sessions
8:00 AM - 4:30 PM
Optional Evening Event - Red Sox vs Yankees
We've got reserved space at Fenway fo ra quintessential Boston experience! Space is filling up fast, so don't delay!
Wednesday, September 13th
Sessions
9:00 AM - 12:00 PM
The Session Lineup
Keynote Speaker: Debora L Spar, Bytes, Bots & Bonds
Professor of Business Admin, Harvard Business School
The advent of AI technology marks a transformative shift in how the world does business, promising to redraw the lines of careers, industries and client relationships - and even affect personal lives.
Scott Kaplan
Regional Lending Specialist, National Credit Union Association
An overview of recent commercial lending exam issues and potential areas of focus for future exams.
David E Wallace Jr
COO, Financial Institution Specialist, Steve H Powell & Company
Hear from your peers as we host a lender round table to discuss exam/audit trends and share best practices.
Michael Marino
Executive Vice President, M&M Consulting, LLC
Covering info you need to know from OCC Structural weaknesses of credit to climate risks and primer on 1071.
Christine Mayes
VP, Member Success Executive, Corporate One Federal Credit Union
Expand the reach of your commercial department and leverage the Real Time Payment (RTP) network for your business members.
Commercial Credit Specialist, Equifax
Understand the nuts and bolts behind scorecards being used for small business lending and how they can work for you.
The Small Business Administration
Get to know new trends in SBA lending, program availability and resources.
The Lucro Team
Find out what we've been up to!
And for a memorable experience, join us for an excursion to Fenway Park to watch the Boston Red Sox take on the New York Yankees! Register now to enhance your lending knowledge, optimize your business performance, and enjoy America's favorite pastime!
