2017 Small Credit Union Workshops

Sponsored by Cornerstone Credit Union FoundationCredit Union Resources, Inc.

The Cornerstone Credit Union League provides training workshops for small credit unions each year. The featured topics this year include Accounting – What you really need to know, The 3 R’s of Lending, and Hot Topics.

Who Should Attend?

The workshops are open to all small credit union staff, directors and volunteers. Credit unions affiliated with the Cornerstone Credit Union League are welcome and encouraged to attend any of the workshops.

Dates & Locations

Houston (Partners for Progress)
Tuesday, August 22nd

Member Source Credit Union
10100 Richmond Ave.
Houston, TX 77042
Phone: 713-627-4000 (for directions)
Register

Snyder (South Plains)
Tuesday, October 10th

Western Texas College
College on the Square
1806 26th Street
Snyder, TX 78549
Phone: 325-574-6581 (for directions)
Register

Corpus Christi (Coastal Bend)
Wednesday, August 23rd

Members First Credit Union
5444 S. Staples
Corpus Christi, TX 78411
Phone: 361-991-6178 (for directions)
Register

Amarillo
Wednesday, October 11th

Santa Fe Federal Credit Union
7600 Hillside Rd.
Amarillo, TX 79119
Phone: 806-373-0736 (for directions)
Register

Dates and locations are subject to change.

Dress comfortable and bring a jacket or sweater as room temperatures may vary.

Schedule

8:30 a.m. - 8:45 a.m. Registration & Welcome
Lorri Gaither, VP, Small CU Development
8:45 a.m. - 10:30 a.m. Get the Most Out of Your Lending Strategies: The 3 R's of Lending
Dr. Paul Withey, CEO, Our Mother of Mercy FCU & Cornerstone Credit Union League Board Member
10:30 a.m. - 10:45 a.m. Break
10:45 a.m. - 11:30 a.m. Roundtable Discussions
11:30 a.m. - 12:15 p.m. Lunch (Let's Network!)
12:15 p.m. - 2:00 p.m. Accounting: Now and the Future - What You Really Need to Know
Pamela Blevins, Remote Financial Services Manager, Financial & Technology Resources, Credit Union Resources, Inc.
2:00 p.m. - 2:15 p.m. Break
2:15 p.m. - 3:00 p.m. Hot Topics & Wrap-Up
Lorri Gaither, VP, Small CU Development

Sessions & Speakers

Get the Most Out of Your Lending Strategies: The 3 R's of Lending

We all want to grow loans. Making loans are fun, rewarding, and can be easy. We just want more of them and to be effective with our lending programs! Effective lending involves Risk, Rate, and Reward. Together, we will discuss our unique hunger for risk, how to use rates effectively (and NO not promoting rates – let’s promote payment), and Reward for both the member and the CU – all while keeping the process of making loans fun, rewarding, and easy. When the 3 R’s come together, we create Win-Win-Win V8! 

About Dr. Paul Withey

Dr. Paul WitheyDr. Paul Withey has worked in the credit union industry for 20 years as an employee, board member, and consultant. He has served as Cornerstone Credit Union League Region 1 – South East Texas Director since 2012, Texas Governmental Affairs Subcommittee since 2011, Chairman of Texas Governmental Affairs Subcommittee since 2017, Vice Chairman of Cornerstone Credit Union League Audit Committee since 2013, Houston Chapter of Credit Unions Board Member/Ex Officio (2004-2012), Houston Chapter of Credit Unions President, and much more credit union involvement. Dr. Withey enjoys a work-life balance by pursuing a passion for national and international travel, involved with his community, enjoys good food, and heartfelt humor.

Accounting: Now and the Future - What You Really Need to Know

There has been some major changes in the accounting area that may be affecting your credit union, as well as some even bigger changes that will happen in the near future.  The time is now to prepare for what is expected today and what to expect in the near future.  Come learn about the recent changes that have already been implemented, the common occurrence that could lead to an audit exception, 2017 Examiner hot topics, and what you should be doing now to begin to prepare for the CECL requirements. We will also be discussing how to ensure you are selecting the best type of audit for your credit union and some changes to the Credit Union Resources’ audit products that could end up savings you some big money. 

About Pamela Blevins

Pamela Blevins

Pamela is the Remote Financial Services Manager for Credit Union Resources, Inc., and has been with them since July 2006.

Pamela assists credit unions in meeting their Supervisory Committee/Board of Directors annual financial audit requirement, provides back-office accounting assistance, call report preparation, bank reconciliation assistance, loan reviews, and specialty reviews, including employee account reviews in credit unions ranging in assets from $1 million to over $400 million. She also specializes in providing accounting and account reconciliation training to credit union staff.

Pamela’s professional background includes over 6 years in credit union auditing and she holds an Associate Degree in Accounting from the University of Phoenix.

Hot Topics

Credit unions operate in an incredibly fast-changing world. Fortunately, there are many resources available through the Cornerstone Credit Union League and other organizations to help you stay current and up-to-date. This session will cover changes that can impact your credit union as well as provide you with resources to help you thrive.

About Lorri Gaither

Lorri GaitherIn 2004, Lorri Gaither was hired to serve as a League Representative to small credit unions at the Cornerstone Credit Union League. Prior to working at the League, she served for 20 years in the financial services industry. Recently, Lorri was promoted to Vice President of the Small Credit Union Development Department. Her department provides resources to small credit unions under $50M in assets to help them thrive, grow, and continue to succeed in serving their members. Lorri also serves as a Liaison to the Cornerstone Small Credit Union Committee and the Cornerstone Lending Council. During her career with the League, Lorri has received several professional designations and awards including CUNA’s Credit Union Compliance Expert (CUCE) designation and she was awarded one of the League’s highest honors, the Heusman Award for her dedication and service to Cornerstone credit unions.

Educational Investment

The Small CU Workshop is **FREE to member credit unions under $50M in assets for up to two (2) attendees from each credit union and only $50.00 for each additional attendee. Lunch will be provided for all attendees.

Registrant Cancellation Policy

Although there is no charge for up to two (2) attendees, if you register to attend and do not cancel 24 hours prior to the workshop, the credit union will be charged a $50.00 fee for each no show attendee to help cover lunch and handouts. Substitutions will be accepted for all workshops. All cancellations must be received in writing to lgaither@cornerstoneleague.coop or kbuchanan@cornerstoneleague.coop.

Grant Assistance

The Cornerstone Credit Union Foundation is accepting grant applications for League training events based on financial need. Applications must be received by application deadlines. Please visit the Foundation’s website to view all grant applications, guidelines and deadlines. Contact Emily Moreno, Foundation Grants Manager, at 469-385-6483 for more information.

Questions?

For any questions or comments, please contact Lorri Gaither at 800-442-5762 ext. 6423 email lgaither@cornerstoneleague.coop or Kati Buchanan at 800-442-5762 ext. 6424 email kbuchanan@cornerstoneleague.coop.

If you have physical, medical or dietary needs requiring special attention, please contact us for proper arrangements to be made.