Join us for the Small CU Forum, a live-stream event on Sept. 26 that you can enjoy from the comfort of your home or office. Without travel or hotel expenses, the Small CU Forum is a cost-effective way to receive training on critical issues and timely topics. Featured speaker Chris Shipman, with Catalyst Strategic Solutions, will present a special session on the U.S. economic environment plus specific data for Arkansas, Oklahoma, and Texas.
Shipman is an advisor who helps credit unions meet their goals in financial management, ALM analysis, investment portfolio analysis, and strategic planning. He previously worked for 1st Global, a Registered Investment Advisor, managing its alternative investment platform and a $1 billion advisory platform. Shipman graduated from the University of Texas, Permian Basin, and holds an MBA from Liberty University. He holds the Chartered Financial Analyst (CFA) designation, the Certified Financial Professional (CFP) designation, and a Texas Life and Health Insurance license, as well as FINRA 7, 63, 66, and 24 licenses.
Although the conference is offered virtually, lunch is still on us. Participants will receive a prepaid gift card to cover lunch expenses. Cornerstone will also send attendees a Bonus Bundle of prerecorded webinars following the event.
Small CU Forum
Saturday, Sept. 26 | 8 a.m. to 4 p.m.
For more information, contact Experiences & Events at 800-442-5762, ext. 6630 or 469-385-6630, or email firstname.lastname@example.org.
The Development Digest is sent to League member credit union staff on the first Monday of every month.