2015 Spring Orientation

If you are new to your credit union or the credit union movement, this seminar will provide invaluable insight on the wide array of benefits as well as products and services that Cornerstone, Resources, and the Foundation have to offer. Orientation is open to credit union staff or volunteers on every level whether teller, CEO, board member, or chairman of the board.

Dates & Location

Dallas - Tuesday, April 14 & Wednesday, April 15

Cornerstone Credit Union League
4455 LBJ Freeway, 10th Floor
Farmers Branch, TX 75244
Lodging Offers
Register

Business casual dress is appropriate. Bring a jacket or sweater as room temperatures vary.

Schedule

Tuesday, April 14, 2015

 
Cornerstone Credit Union League  
10:00 a.m. - 10:45 a.m. Welcome & Credit Union System Overview
Dick Ensweiler - Chief Executive Officer, Cornerstone Credit Union League
10:45 a.m. - 11:30 a.m. CUNA
Jeff Carpenter
11:30 a.m. - 11:40 a.m. Cornerstone League & Introduction of Managers
Karen Hart - Executive Vice President Association Services, CMSO, CFO
11:40 a.m. - 12:20 p.m. Lunch - On-site
12:20 p.m. - 1:20 p.m. Advocacy
Suzanne Yashewski, Senior Vice President
  • Regulatory & Compliance
  • Information Central
Jim Phelps, Senior Vice President
  • Grassroots & Chapters
1:20 p.m. - 1:40 p.m. CU Relations - Councils, Committees, & Young Professionals
Mike Delker, Senior Vice President
1:40 p.m. - 2:10 p.m. Snack Break & Tour of Cornerstone League Offices
Mike Delker, Senior Vice President
Jon Gorman, Senior Vice President
2:10 p.m. - 2:30 p.m. ALM
Debbie Rightmire, Vice President
2:30 p.m. - 2:50 p.m. Training & Events
Tamra Fairbrother, Vice President
2:50 p.m. - 3:00 p.m. Break
3:00 p.m. - 3:30 p.m. Breakout Sessions
  • Attendees from credit unions with assets > $50M - League Representatives
    Greg Robertson, Vice President
  • Attendees from credit unions with assets < $50M - Small Credit Union Development
    Lorri Gaither, Vice President
3:30 p.m. - 3:40 p.m. Break
3:40 p.m. - 4:00 p.m. Research
Rick Grady, Vice President
4:00 p.m. - 4:20 p.m. Communications & Outreach
Jon Gorman, Senior Vice President
4:20 p.m. - 4:30 p.m. Wrap-up

Wednesday, April 15, 2015

 
8:30 a.m. - 9:00 a.m. Group Breakfast at League Office
Cornerstone Credit Union Foundation  
9:00 a.m. - 9:20 a.m. Welcome
Cornerstone Credit Union Foundation

Courtney Moran, Executive Director
Credit Union Resources  
9:20 a.m. - 9:40 a.m. Credit Union Resources & Introduction of Managers
Susan Looney, Senior Vice President Credit Union Resources
9:40 a.m. - 10:20 a.m. Strategic Planning & Board Succession
Karen Houston-Johnson, Vice President
Howard Bufe, Assistant Vice President
10:20 a.m. - 10:30 a.m. Break
10:30 a.m. - 11:00 a.m. Breakout Session
  • Marketing Services
    Steve Stovall, Assistant Vice President
  • Shared Branching
    Brian McCue, Vice President
11:00 a.m. - 11:10 a.m. Break
11:10 a.m. - 12:00 p.m. Credit Union Employment Resources
HR Consulting, Staffing & Executive Search

Susan Looney, Senior Vice President
12:00 p.m. - 12:40 p.m. Lunch
12:40 p.m. - 1:20 p.m. Audit Resources & Shared Compliance Resources
Chad Stanislav, Vice President
1:20 p.m. - 1:50 p.m. Business Partners
Jon Knoll, Vice President Sales and Services
1:50 p.m. - 2:00 p.m. Wrap-up, Cash Prize Drawing - Must be present to win

Educational Investment

Registration is complementary to all affiliated and non-affiliated credit union staff. Space is limited therefore; registration is required to reserve your seat.

Cancellation Policy

Substitutions are always welcome. Cancellations received less than 48 hours prior to the event will result in a $50 cancellation fee per person to cover the cost of expenses.

Questions?

If you have questions, please call Training & Events at 800-442-5762 ext. 6630 or 469-385-6630 or email training@cornerstoneleague.coop.

If you have physical, medical, or dietary needs requiring special attention, please contact us for proper arrangements to be made.