2015 Fall Orientation

Update: This event has been cancelled.

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 - Wednesday, October 28 & Thursday, October 29

Doubletree Hotel
4099 Valley View Ln.
Dallas, TX 75244
Room Rate: $93.00 per night (please mention Cornerstone League to receive this rate)

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


Wednesday, October 28, 2015

Cornerstone Credit Union League  
10:30 a.m. - 11:15 a.m. Welcome & Credit Union System Overview
Dick Ensweiler - Chief Executive Officer, Cornerstone Credit Union League
11:15 p.m. - 11:30 a.m. Cornerstone League & Introduction of Managers
Karen Hart - Executive Vice President Association Services, CMSO, CFO
11:30 a.m. - 12:15 p.m. Advocacy
Suzanne Yashewski, Senior Vice President
  • Regulatory & Compliance
  • Information Central
Jim Phelps, Senior Vice President
  • Grassroots & Chapters
12:15 p.m. - 1:25 p.m. Lunch
1:30 p.m. - 2:15 p.m. Round 1

CU Relations - Councils, Committees, & Young Professionals
Mike Delker, Senior Vice President

Debbie Rightmire, Vice President

Training & Events
Tamra Fairbrother, Vice President

2:15 p.m. - 2:45 p.m. Snack Break
2:45 p.m. - 3:30 p.m. Round 2

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

Rick Grady, Vice President

Communications & Outreach
Jon Gorman, Senior Vice President

Cornerstone Credit Union Foundation  
4:15 p.m. - 5:00 p.m. Foundation
Courtney Moran, Executive Director

Open Discussion Roundtables
5:00 p.m. - 6:00 p.m. Reception

Thursday, October 29, 2015

Credit Union Resources  
8:30 a.m. - 9:00 a.m. Group Breakfast
9:00 a.m. - 9:15 a.m. Credit Union Resources & Introduction of Managers
Bob Gallman, Executive Vice President Credit Union Resources, CBSO and COO
9:15 a.m. - 10:00 a.m. Round 1

Strategic Planning & Board Succession
Dean Borland, Vice President

Marketing Services
Steve Stovall, Assistant Vice President

Shared Branching
Brian McCue, Vice President

10:00 a.m. - 10:15 a.m. Snack Break
10:15 a.m. - 11:00 a.m. Round 2

Credit Union Employment Resources
HR Consulting, Staffing & Executive Search

Susan Looney, Senior Vice President

Audit Resources & Shared Compliance Resources
Chad Stanislav, Vice President

Business Partners
Jon Knoll, Vice President Sales and Services

11:00 a.m. - 11:30 a.m. Open Discussion Roundtables
11:30 a.m. - 11:45 a.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.


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.