Ready to come together as members? Our most popular event is back at McCaw Hall. Bring your questions, bring your friends and bring your excitement for what is sure to be another fun-filled, informative evening.
#MembershipMatters at BECU. As a member-owned credit union, we work each day to ensure our members have a solid financial foundation and bright financial future. How do we do that? By offering our members unique and exclusive opportunities to learn and grow at events like our annual Member Summit.
Not able to attend in person? We are live broadcasting our most popular event of the year starting at 5pm PST on April 24. You will be able to watch live sessions on tax reform, retirement planning, and an address from our CEO, Benson Porter. Mark your calendars and return to becu.org/membersummit to join in on the fun!
What can you do at the Member Summit?
- Engage with credit union leaders (ask questions!)
- Attend breakout sessions (two separate sessions)
- Hear from our CEO and CFO about the state of the co-op
- Participate in our annual meeting
- Learn about BECU's community impact
- Enjoy snacks while learning more about your membership
Space is limited for this exciting event – it reached max capacity for the last two years, so don't miss out. Admittance is free, however, event registration is required for this exclusive member event. Sign up today to reserve a spot for you and a guest.
Please note that breakout sessions cater to the 18+ crowd. Families are welcome at this event but no childcare will be provided.
Member Summit – Tuesday, April 24 – McCaw Hall at Seattle Center
4:30 PM: Doors open for check in for the event. Hors d'oeurves will be available (food is not allowed in the main auditorium).
Our expo will be open for you to speak with BECU teams, learn about the impact BECU makes on our community, as well as share what you do to help your community! You're also invited to participate in a unique volunteer project benefitting one of our non-profit partners.
5:00 PM – 5:50 PM: Attend the breakout session of your choice- no need to register
6:10 PM – 6:40 PM: Learn and be inspired at BECU's Annual Meeting presentation: State of the Credit Union. BECU's CEO Benson Porter will review 2017 and highlight what's new in 2018. Voting for Board of Directors and Audit Committee members will take place in advance of the Annual Meeting. Voting takes places between March 12, 2018 and April 6, 2018 - learn more and vote.
6:55 - 7:45 PM: Attend the breakout session of your choice- no need to register
Pick your favorite breakout session and learn from great minds lending their expertise to the BECU Member Summit. Sessions range in topics from home buying, retirement planning, trust services, and a forum to engage directly with BECU leaders.
Don't wish to sit in on a class? Grab a bite to eat while exploring our expo, offering information on a variety of member needs and services. New this year is an opportunity to explore the impact BECU is making on our community and even a chance to participate in a volunteer project.
Life after Tax Reform: What You Need to Know
Description: A discussion around some of the new tax provisions that are most applicable to individuals and how to take advantage of some new (and some not-so-new) planning techniques.
Presented by: Deloitte & BECU Financial Educators
Home Buying 101
Description: This seminar covers it all: prepare your credit, develop a budget, apply for a mortgage, present your offer, undergo the appraisal and inspection
and more. Whether this is your first home or it's been a while since your last purchase, walk away feeling prepared for the process!
Presented by: BECU Mortgage Services
What to Consider When Starting a Business
Description: Thinking of starting a small business? This webinar will help you understand what constitutes a marketable idea, what it takes to launch a business in today's world, the type of support you'll need to successfully operate your business, and other useful tips.
Presented by: SCORE Association & BECU Business Services
Description: Join BECU Executives for a lively, moderated discussion covering current trends, market and product expansions, what makes BECU different, and more. Tell us what's important to you and we will address as many topics as time allows. Submit your topic idea by emailing firstname.lastname@example.org.
Presented by: BECU Executive Management Team
10 Most Common Retirement Planning Mistakes
Description: Whether you have started retirement planning or don't know where to begin, learn what not to do when making investment, 401(k) and wealth management choices.
Presented by: BECU Investment Services
10 Most Common Retirement Questions
Description: 10 Most Common Retirement Questions -Whether you are just planning your retirement, nearing retirement, or are already retired, learn the answers you need to know to the most common questions.
Presented by: BECU Investment Services
Estate Planning- What Everyone Needs to Know
Description: Everyone needs to plan, but few people know where to start when it comes to estate planning. This seminar covers the basics of estate planning issues including documents everyone should have, wills, trusts and probate. We discuss differences between a will & trusts, as well as considerations that should be included with deciding between the two paths. The presentation will cover proper titling of assets, the importance of updating your estate documents and planning for incapacity. We will also review various techniques to maximize proceeds and the various options of disposition of your estate to your beneficiaries. This seminar is packed with information that everyone needs to know.
Presented by: BECU Trust Services
Breakout sessions are subject to maximum room capacities- so make sure you get to your breakout session on time. If the room is full- any additional members wishing to get in will be asked to choose a different session.