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Education
Small CU Forum Dallas

Agenda

This tentative schedule is subject to updates.

Friday, Sept. 25, 2020

3:00 p.m. - 4:00 p.m. Registration
4:00 p.m. - 5:00 p.m. Board Governance
Kati Buchanan, Cornerstone Credit Union League
How to Have an Effective Board Meeting
Panel

Saturday, Sept. 26, 2020

7:30 a.m. - 8:00 a.m. Registration
7:30 a.m. - 8:00 a.m. Continental Breakfast
8:00 a.m. - 8:45 a.m. Welcome
Lorri Gaither, Cornerstone Credit Union League
Cornerstone Orientation
Delana Bolen, Credit Union Resources
Tamra Gaines, Cornerstone Credit Union League

8:45 a.m. - 10:15 a.m. Financial Literacy
Margot Strong, Cornerstone Credit Union League
10:15 a.m. - 10:30 a.m. Stretch Break
10:30 a.m. - 11:30 a.m. CECL, Accounting and Regulatory Update
Dan Moulton, CPA, Doeren Mayhew
11:30 a.m. - 12:30 p.m. BSA/OFAC Training
Steve Gibbs, Credit Union Resources
12:30 p.m. - 1:30 p.m. Networking Lunch
1:30 p.m. - 2:30 p.m. HR Trends/Overview
Kim Jones, KNJ HR Solutions
2:45 p.m. - 4:00 p.m. Cultivating Mindful Relationships as a Leader - A Strengths Perspective
Alise Cortez, Alise Cortez and Associates
4:00 p.m. Closing Remarks and Prize Drawing