Schedule at a Glance
Conference Home Fees & Location Agenda Register

 

 

This tentative schedule is subject to updates.

Saturday, July 15, 2017

7:30 a.m. - 8:00 a.m. Registration and Vendor Fair
8:00 a.m. - 8:15 a.m. Welcome & Introductions
Lorri Gaither, VP, Small CU Development
8:15 a.m. - 9:15 a.m. Opening Address
Caroline Willard, President/CEO, Cornerstone Credit Union League
9:15 a.m. - 12:00 p.m. Financial Literacy
Debbie Rightmire, VP, ALM, ALM Resources
12:00 p.m. - 1:00 p.m. Lunch and Vendor Fair
1:00 p.m. - 1:45 p.m. Cornerstone Credit Union Foundation - Money Habitudes Activity
Courtney Moran, Executive Director, CSCUF
1:45 p.m. - 2:15 p.m. Advocacy
Jim Phelps, Chief Advocacy Officer, Cornerstone Credit Union League
2:15 p.m. - 2:30 p.m. Break & Vendor Fair
2:30 p.m. - 3:30 p.m. Breakout session (choose session 1 or 2)
  1. BSA/OFAC Training – Hitting the Highlights
    Stephine Adams, CUCE, BSACS, Gulf CU, Risk Management Director
     
  2. The Economy, the Markets and Credit Union Financial Performance
    Mike McGinnis, VP, Investment Sales, Catalyst Corporate FCU
    Leah Schlangen, Investment Officer, Catalyst Corporate FCU
3:30 p.m. - 4:15 p.m. 2017 NCUA Examination Focus
Lance Van Tuyle, Supervisory Examiner, NCUA
4:15 p.m. - 4:30 p.m. Closing/Prize Drawings