Events

Unitas Financial Services is thrilled to be participating in the 2021 WV Bankers/OBL Joint Convention at The Greenbrier, Sunday, July 25th through Wednesday, July 28th. The theme of this year's event is Resilience. Resilience is the quality that allows some people and businesses to be knocked down by the adversities of life and come back at least as strong or better than before. Without question, COVID-19 has created adversity that most have never experienced. How your organization responds to these challenges will be the ultimate measure of your RESILIENCE. Banks are looking for ways to increase the elasticity of their resilience and their customers'. Our own Matt Moore, VP of Regional Business Development, and Tod Hastings, VP of National Sales will be on hand to answer questions on how the choice you make for your collateralized portfolio protection can help your bank and its borrowers stay resilient. Be sure to stop by our exhibit and register to win a YETI Tundra Cooler and grab a delicious Cheryl's Cookie!

Unitas Financial Services is thrilled to be a participant and speaker at IMN's 9th Annual Single Family Rental Forum (East). This year's event will be held July 19th-21st in Miami, Florida. With the SFR market currently estimated at $3.4 trillion and occupancy rates at an all-time high, an increasing number of investors are expanding their strategy to include this asset class.  We look forward to having the opportunity to convene the leading minds in the space and play our own small role in pushing this thriving industry on to even bigger and better things. Our own John Watt, ARM, VP of Investor Products and Investor Business Development, will be attending and moderating a session. (Session details below.) John is a long-time expert in Investor Real Estate protection. He teaches investors and property managers how to implement best practices to get the most comprehensive program of insurance at the best possible cost.

Unitas Financial Services, a leader in pioneering more efficient collateral protection options for credit unions of all sizes,  is thrilled to be sponsoring the BMI Federal Credit Union Scholarship Golf Open again this year taking place at The Lakes Golf and Country Club on June 14th.  We will be sponsoring the Longest Putt this year! Each year this fund awards several scholarships to veterans, their families, and the families of fallen Service Members. All money raised at this year's BMI Federal Credit Union Scholarship Golf Open supports Folds of Honor.

Unitas Financial Services is proud to sponsor and participate in the 32nd Annual Kemba Credit Union Golf Classic on June 8th benefitting the Cincinnati Fire Foundation. Every year the outing includes CEOs and Board Directors from credit unions across Ohio, the Ohio Credit Union League President along with staff, Financial Planners, Lawyers, credit union vendors, and members. "We are really excited to be at this event for the 7th year in a row! Kemba does so much for its local community and we appreciate the opportunity to get involved," said Tod Hastings, SVP, National Sales. 

Jim Perry, VP of Regional Business Development at Unitas Financial Services, will be attending the 2021 Quad States Convention on June 14th-15th, along with the newest member of our team Gage Greer. The South Dakota Bankers Association will celebrate all that we have accomplished this past year as we "REIMAGINE, REINVENT and REVOLUTIONIZE in A NEW DIRECTION" at the 2021 Quad States Convention at The Monument in Rapid City, S.D. This year’s event will include bankers and business partners from South Dakota, North Dakota, Montana, and Wyoming. Jim and Gage will be on hand to answer questions about how to gain efficiencies around portfolio protection with our innovative Blanket programs. 

Bill Jones, President of Unitas Financial Services will be attending the Wyoming Bankers Agricultural Conference on May 12th-13th along with the newest member of our team Gage Greer. Bill and Gage will be on hand to answer questions about Collateral Protection Insurance including our Blanket Equipment Insurance which provides coverage for equipment portfolios. Be sure to stop by to see us at the conference and register to win a Pelican Cooler!

Unitas Financial Services is thrilled to be attending the Invest 48 Conference Virtual Edition this year. This conference will be held May 10-12th, 2021. Be sure to stop by our exhibit booth and register to WIN a YETI Cooler!

Unitas Financial Services is thrilled to be attending the Mountain West Credit Union Association 2021 Annual Meeting & Convention at Fairmont Scottsdale Princess in AZ. Our own Jim Perry, VP of Regional Business Development, and Allen Moss, VP of Regional Business Development will be on hand to answer questions about Collateral Protection Insurance including our newest product, Blanket 360, which provides coverage for auto, mortgage, and equipment portfolios. Be sure to stop by to see us and register to win a YETI Cooler!

Unitas Financial Services is proud to sponsor the 2021 Virtual Annual Summit and our own Jim Perry, VP of Business Development, will be attending. Colorado bankers can attend free to get the latest information on federal and state government relations issues. We will hear from ABA leaders and get an in-depth look at the Colorado economy.  The Annual Summit will take place May 11th starting at 9:00 am. If you have have not yet registered you can visit this link.