Small CU Forum

July 9-10, 2021

Agenda

This tentative schedule is subject to updates.

Friday, July 9, 2021

3:00 p.m. - 3:30 p.m.Registration
3:30 p.m. - 5:00 p.m.General Session
   
Welcome 
Kati Buchanan, Cornerstone League
 
Strategic Planning
 
NCUA Update
5:00 p.m. - 6:00 p.m.Networking Reception


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 - Staff

Board of Directors Training
Includes BSA/OFAC and Board Governance
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
  
Lending Hot Topic
2:00 p.m. - 2:15 p.m.Stretch Break
2:15 p.m. - 3:30 p.m.Closing Keynote
3:30 p.m.Closing Remarks and Prize Drawing