2016 Fall Orientation

August 17 & 18, 2016
Plano, Texas
Registration Deadline: August 3, 2016
  

This event is offered at no charge, the program will enlighten, inform, and provide a comprehensive overview of Cornerstone and the various dues-supported services available through Cornerstone, solutions available to your credit union through fee-based products and services from Credit Union Resources, and how the Cornerstone Credit Union Foundation offers support to credit unions through professional development, disaster recovery relief, and financial education.  

Attendees should plan to arrive on the morning of August 17, with the first session starting at 10:00 a.m. and will be able to depart Dallas after 3:00 p.m. on August 18. Dress is business casual.  

There is no fee for this event, but you must register by August 3, 2016.  

If you have already attended a Cornerstone orientation, I hope you will consider sending key members of your staff as it is important to know what resources they have available to them.

Looking forward to seeing you there!


Testimonials

“I came back to the CU world after time in big banks and I couldn’t be happier.  The passion here is amazing and I am very excited about the future”.

Bryce Farmer/First Class American CU - Financial Services Manager

“I’d never been to an orientation, so I learned a great deal.  I wouldn’t change anything.  I just wished there had been more time as there was so much to cover.  I believe you did a great job with the time people were able to be away from the office.  So congratulations!  Keep up the good work”.

Crystal Long/GECU – President/CEO

Dates & Location

Dallas - Wednesday, August 17 & Thursday, August 18

NEW OFFICE: Cornerstone Credit Union League
6801 Parkwood Blvd
Plano, TX 75024

Schedule

Wednesday, August 17, 2016

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

ALM
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

Research
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, August 18, 2016

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.

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.