Fall 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 - Wednesday, October 29, 2014 & Thursday, October 30, 2014
Cornerstone Credit Union League
Register Online
4455 LBJ Freeway, 10th Floor
Farmers Branch, TX 75244
Lodging Offers

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

Schedule

Wednesday, October 29, 2014

10:00 a.m. - 11:00 a.m. Welcome and Credit Union System Overview
  Dick Ensweiler, Chief Executive Officer, Cornerstone Credit Union League
11:00 a.m. - 11:20 a.m. Overview of Cornerstone League and Introduction of Managers
  Karen Hart, Executive Vice President Association Services, CMSO, CFO
  CU Relations
  Mike Delker, Senior Vice President
  Communications & Outreach
  Jon Gorman, Senior Vice President
  Regulatory & Compliance
  Suzanne Yashewski, Senior Vice President
  Advocacy, Grassroots & Chapters
  Jim Phelps, Vice President
  Association Presidents
  Nate Webb, President, Oklahoma Credit Union Association
Reta Kahley, President, Arkansas Credit Union Association
  ALM
  Debbie Rightmire, Vice President
  Training & Events
  Tamra Fairbrother, Vice President
  League Representatives
  Greg Robertson, Vice President
  Small Credit Union Development
  Lorri Gaither, Assistant Vice President
  Research
  Rick Grady, Vice President
  Cornerstone Credit Union Foundation
  Courtney Moran, Executive Director
11:20 a.m. - 11:40 a.m. CU Relations - Councils, Committees & Young Professionals
  Mike Delker, Senior Vice President
11:40 a.m. - 12:20 p.m. Lunch - on site
12:20 p.m. - 1:20 p.m. Advocacy
  Jim Phelps, Vice President
  • Grassroots & Chapters

Suzanne Yashewski, Senior Vice President

  • Regulatory & Compliance
  • Information Central
1:20 p.m. - 1:50 p.m. Snack break and tour of Cornerstone League offices
  Mike Delker, Senior Vice President
Jon Gorman, Senior Vice President
1:50 p.m. - 2:10 p.m. ALM
  Debbie Rightmire, Vice President
2:10 p.m. - 2:30 p.m. Training & Events
  Tamra Fairbrother, Vice President
2:30 p.m. - 2:40 p.m. Break
2:40 p.m. - 3:10 p.m. Breakout Sessions:
  Attendees from CUs with Assets > $50M: League Representatives
  Greg Robertson, Vice President
10th Floor Boardroom
  Attendees from CUs with Assets < $50M: Small CU Development
  Lorri Gaither, Assistant Vice President
8th Floor Conference Room
3:10 p.m. - 3:20 p.m. Break
3:20 p.m. - 3:40 p.m. Research
  Rick Grady, Vice President
3:40 p.m. - 4:00 p.m. Communications & Outreach
  Jon Gorman, Senior Vice President
4:00 p.m. - 4:20 p.m. Cornerstone Credit Union Foundation
  Courtney Moran, Executive Director
   

Thursday, October 30, 2014

8:30 a.m. - 9:00 a.m. Group Breakfast at League office
9:00 a.m. - 9:30 a.m. Welcome & Overview of Credit Union Resources and Introduction of Managers
  Bob Gallman, Executive Vice President, Chief Business Services Officer and COO, Credit Union Resources
  Business Partners
  Bob Rehm, Vice President
  CUER, Staffing & HR Consulting
  Susan Looney, Senior Vice President
  Audit Resources/Shared Compliance Resources
  Chad Stanislav, Vice President
  Marketing Services
  Steve Stovall, Assistant Vice President
  Shared Branching
  Brian McCue, Vice President
  Strategic Planning & Board Succession
  Dean Borland, Vice President
9:30 a.m. - 10:20 a.m. Credit Union Employement Resources, Staffing and HR Consulting Services
  Susan Looney, Senior Vice President
10:20 a.m. - 10:30 a.m. Break
10:30 a.m. - 11:10 a.m. Breakout Session I
  Audit Resources/Shared Compliance Resources
  Chad Stanislav, Vice President
10th Floor Boardroom
  Strategic Planning & Board Succession
  Dean Borland, Vice President
8th Floor Conference Room
11:10 a.m. - 11:20 a.m. Break
11:20 a.m. - 11:50 a.m. Breakout Session II
  Marketing Services
  Steve Stovall, Assistant Vice President
10th Floor Boardroom
  Shared Branching
  Brian McCue, Vice President
8th Floor Conference Room
11:50 a.m. - 12:30 p.m. Lunch - on site
12:30 p.m. - 1:00 p.m. CUNA Mutual
1:00 p.m. - 1:45 p.m. Business Partners
  Bob Rehm, Vice President
1:45 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.