Register For Our New Online Classes!

Management Institute - May 10-11 - Nashville, TN

Tue May 10, 2022 - 8:00am to Wed May 11, 2022 - 4:00pm
Hosted By: 

We are THRILLED to announce the Management Institute is back on the schedule!!

Designed exclusively for management and C-suite personnel, LSCI’s Management Institute is the foremost conference for credit union executives. Once a year, top leaders in the industry gather to 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 in a fun, interactive environment. 



AC Hotel Nashville Downtown
410 Rep. John Lewis Way South
Nashville, Tennessee 37203

Hotel Reservations:
Residence Inn:
Or call 615-514-2501 - Please refer to LENDING SOLUTIONS to get the group rate. *This hotel is connected to the AC Hotel Nashville

*The block of rooms at the AC Hotel Nashville has sold out.  There is an additional block of rooms at the Residence Inn, that is connected to the AC Hotel.  We encourage you to book your reservation soon as the rooms are going quick.
Rooms rate and availability cannot be guaranteed and are at the discretion of the hosting hotel.  **There are still several rooms available in the room block.  Please contact Tracy Bruce 224-286-6067 if you have any issues making a hotel reservation for this class.


$1295 Per Person

Classroom Agenda: 


8:30AM - 4:00PM

Welcome to the 2022 Management Institute
Introductions and Announcements

Carrying On the Legacy
As the company continues, we honor Rex's Legacy.  At its core, our job can be summed up in one word: HOPE.

Leveraging Underwriting Performance on Referrals
Shell FCU
Hear from a $1.6 Billion Credit Union how to maximize LOS by cross-selling in reverse.  Learn how they generate 1500 referrals a month from decision makers.


CDFI Strategy
Peoples Advantage FCU
Learn from a peer CEO about their general process, strategy and how they maintain their CDFI designation.

Successful Auto Recapturing
Natco CU
Get all the facts on how to identify, qualify and promote a successful auto recapture program.  Learn how to reward your members by coming back.


See What You Are Not Seeing: The Value of Third-Party Loan Review
First Source FCU
Hear from a Peer Credit Union about what was learned with data analysis on loans and what changes were made to enhance both offerings and approvals.


Personalized Member Financial Advocate Sessions
OnPath FCU
Learn how to implement financial advocate sessions for your members, and hear from a credit union that earned $400,000 in loans in just 4 days by using this campaign.

Credit Trends for 2022
Sean Flynn, TransUnion
Get an overview of latest lending & credit trends impacting financial institutions as well as where opportunities are to increase loans.

Q&A Sessions


8:30AM - 4:00PM

Leading an Organization that Matters: Opening Doorways to Your CU's Success
Tim Harrington, TEAM Resources

Switching Credit Scoring Modeling – Our Decision & Findings
Advantage One CU
Hear from a credit union CLO that has migrated to the newer VantageScore model and has incorporated trended data into thier lending department. 


Serving the Underserved & Maintaining a Strong ROA
Members First CU
Hear from a credit union that has embraced the true meaning of the message of serving the underserved and how to keep them paying.

Merchant Lending; Implementation, Rollout & Results
Launch FCU
Learn from a Peer credit union how merchant lending has impacted their loan portfolio growth.  The importance of partnering with the right vendor when implementing merchant lending and how it is different than indirect lending.


Close Encounters of the FinTech Kind
Dave DeFazio - StrategyCorps
A live look at the fintech apps disrupting the banking industry.


Being All In - Top to Bottom: Experiences & Successes
Family Savings CU
Being prepared and managing external forces when they impact your community and/or select employee group.  The role training has in engagement and empowerment of staff.

How to Manage Inflation & Recession
Karin Brown-Purtell - LSCI
Hear from LSCI's Collection Expert Karin Brown-Purtell on the State of the Union and what to expect with the roller coaster of the economy.

Q&A Sessions


*Agenda speakers and topics are subject to change without notice