Small CU Conference

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Schedule at a Glance

This tentative schedule is subject to updates.

Friday, July 12, 2019

2:00 p.m. - 3:00 p.m. Registration Open
3:00 p.m. - 4:00 p.m. Liquidity and Beyond
Leah Schlangen, Investment Officer, Catalyst Corporate FCU
Board Governance
Greg Robertson, Operations & Engagement VP, Cornerstone Credit Union League
5:30 p.m. Meet in Hotel Lobby for Group Dinner
NOTE: For those arriving the night before, many of us plan to have dinner on Friday, July 12. Dinner is on your own, but if you would like to join us, please let us know and we will be happy to make reservations for you. A restaurant will be announced closer to the event. Also, some of us plan to carpool to the restaurant, so let us know if you need a ride. Sign-in sheets will be available at the registration desk.

Saturday, July 13, 2019

7:30 a.m. - 8:00 a.m. Registration and Vendor Fair
8:00 a.m. - 8:15 a.m. Welcome & Introductions
Lorri Gaither, Operations & Engagement VP, Cornerstone Credit Union League
8:15 a.m. - 8:45 a.m. Opening Address
Caroline Willard, President/CEO, Cornerstone Credit Union League
8:45 a.m. - 11:30 a.m. Financial Literacy
Debbie Rightmire, ALM & Financial Analysis Director, Cornerstone Credit Union League
11:30 a.m. - 12:00 p.m. Compliance Update
Julie Kappenman, Director of Association Compliance Services, Mountain West Credit Union Association
12:00 p.m. - 1:00 p.m. Lunch and Vendor Fair
1:00 p.m. - 1:45 p.m. Foundation Activity
Courtney Moran, Executive Director, Cornerstone Credit Union Foundation
1:45 p.m. - 2:15 p.m. How to Talk to a Regulator/Examiner
Julie Kappenman, Director of Association Compliance Services, Mountain West Credit Union Association
2:15 p.m. - 2:30 p.m. Refreshment Break
2:30 p.m. - 3:15 p.m. BSA/OFAC Training - Hitting the Highlights
Stephine Adams, CUCE, BSACS, Vice President of Operations, Gulf CU
3:15 p.m. - 4:00 p.m. CECL... Keeping Up with a Moving Target
Dan Moulton, CPA, Doeren Mayhew
4:00 p.m. - 5:00 p.m. 10 Ways to Dominate
Stephanie Sievers, CEO, Star of Texas CU
  Drawings