Small CU Forum

July 9-10, 2021

Agenda

This tentative schedule is subject to updates.

Friday, July 9, 2021

2:00 p.m. - 5:00 p.m.Registration
3:00 p.m. - 5:00 p.m.

General Session

Welcome 
Kati Buchanan, Cornerstone League

Strategic Planning: It's Not Just a Day
Mike Beall, CU Strategic Planning

Stretch Break

Navigating Uncertain Waters: Lending During an Economic Downturn
Brian Hamilton, Origence, a CU Direct Brand
Sponsored by:  Origence    

5:00 p.m. - 6:00 p.m.Networking Reception
Sponsored by:  CUNA Mutual Group


Saturday, July 10, 2021

7:30 a.m. - 8:00 a.m.Registration
8:00 a.m. - 9:00 a.m.Continental Breakfast
9:00 a.m. - 9:30 a.m.Welcome
Kati Buchanan, Cornerstone League
  
League Update
Caroline Willard, Cornerstone League
9:30 a.m. - 11:00 a.m.Financial Literacy
Margot Strong, Cornerstone League
11:00 a.m. - 11:15 a.m.Stretch Break
11:15 a.m. - 12:00 p.m.Breakout Sessions I
  
BSA/OFAC Training
Anna Donaldson, Cornerstone Resources

Why Send Offers to Members that Don't Want Them?
Scott Adams, Ser Tech
Sponsored by:  Ser Tech
12:00 p.m. - 1:00 p.m.Lunch
1:00 p.m. - 2:00 p.m.Breakout Sessions II
  
Fiduciary Responsibility and Risk for Credit Union Boards
Mike Beall, CU Strategic Planning
  

Payments Fraud - Trends and Issues
Justin Lutes, Catalyst Corporate FCU
Sponsored by:  Catalyst Corporate FCU
2:00 p.m. - 2:15 p.m.Stretch Break
2:15 p.m. - 3:30 p.m.Closing Keynote: What Does Engagement Look Like
Monica Johnson, Speaker & Author
Sponsored by:  Cornerstone Resources
3:30 p.m.Closing Remarks and Prize Drawing