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2019 Small Credit Union Workshops

Sponsored by Cornerstone Credit Union FoundationCredit Union Resources

The Cornerstone Credit Union League provides workshops for small credit unions every year. The featured topics for 2019 include Cybersecurity Compliance Updates 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

Fort Worth
Wednesday, September 18

American Airlines FCU
Flagship Training Room
4151 Amon Carter Blvd.
Fort Worth, TX 76155
Phone: 817-963-6000 (for directions)


Oklahoma City
Thursday, September 19

Credit Union House
631 E. Hill St.
Oklahoma City, OK 73105
Phone: 800-375-6825 (for directions)


Tuesday, October 8

MemberSource CU
10100 Richmond Ave.
Houston, TX 77042
Phone: 713-627-4000 (for directions)


Corpus Christi
Wednesday, October 9

Members First CU
5444 S. Staples
Corpus Christi, TX 78405
Phone: 361-991-6178 (for directions)


Tuesday, October 22

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


Wednesday, October 23

Santa Fe FCU
7600 Hillside Rd.
Amarillo, TX 79119
Phone: 800-733-2804 (for directions)


Dates and locations are subject to change.

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


8:30 a.m. - 8:45 a.m. Registration & Welcome
Kati Buchanan, Engagement Manager
Cornerstone Credit Union League
8:45 a.m. - 10:30 a.m. Understand The Cybersecurity Tools You Need and Learn to Leverage the Tools You Already Have
Little Rock, Longview, Fort Worth, Oklahoma City, Snyder, and Amarillo locations

Idrees Rafiq, IT Consulting VP
Credit Union Resources, Inc.
Houston and Corpus Christi locations
Michael Salyer, IT Consulting
Credit Union Resources, Inc.
10:30 a.m. - 10:45 a.m. Break
10:45 a.m. - 11:30 a.m. Small Credit Union: Where are we Going
Kati Buchanan, Engagement Manager
Cornerstone Credit Union League
11:30 a.m. - 12:15 p.m. Lunch (Let's Network!)
12:15 p.m. - 2:00 p.m. Top Compliance Things to Know Before Your Next Exam
Little Rock & Longview locations

Nathan Behncke, Regulatory & Compliance Consultant
Cornerstone Credit Union League
Fort Worth, Oklahoma City, Houston, Corpus Christi, Snyder & Amarillo locations

Steve Gibbs, Risk Management & Compliance AVP
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
Dan Rangel, Operations & Engagement Consultant
Cornerstone Credit Union League

Sessions & Speakers

Understand The Cybersecurity Tools You Need and Learn to Leverage the Tools You Already Have

IT and cybersecurity can't be allowed to exist in a silo at your credit union because these essential functions are embedded in all aspects of operations. Like it or not, cybersecurity isn't getting easier or less technical in the foreseeable future. In this session, you'll learn how you can navigate through a complex cyber world, leverage compliance, and adopt best-practice standards to increase the safety of your members’ data. This session is intended to provide you with a basic understanding of what examiners are looking for when they review IT operations.

About Idrees Rafiq
Idrees RafiqIdrees Rafiq, Jr. is IT consulting vice president with Financial and Technology Resources, Credit Union Resources. He specializes in leveraging IT and security-related issues with compliance, marketing, vendor management, business continuity, and other business operations specific to credit unions ranging from $2 million to more than $2.5 billion in assets. He's a faculty member at Southwest CUNA Management School and serves on the executive leadership board of the National Credit Union Information Sharing and Analysis Organization (NCU-ISAO). He earned his MBA from Our Lady of the Lake University and a BAAS and a Bachelor of Business Management from Howard Payne University. Rafiq was named 2017 Rock Star by CU Magazine and awarded Cornerstone’s 2017 Manager of the Year.

Top Compliance Things to Know Before Your Next Exam

Do you feel confident that you are up-to-date with all the regulatory and compliance requirements, as well as the new issues coming down the pike? If not, don’t feel alone. With the rapid onslaught of regulatory and compliance changes, it’s a constant struggle to stay current. By attending this session, you’ll learn how to focus on the issues that are important for a noncomplex credit union.

This session will cover updates from:

  • Consumer Financial Protection Bureau;
  • Credit union-related litigation;
  • Federal Reserve;
  • Financial Crimes Enforcement Network (FinCEN)/Office of Foreign Assets Control (Bank Secrecy Act);
  • Military Lending Act;
  • National Credit Union Administration; and
  • State law changes from the last legislative session.

Presenter at Little Rock and Longview Locations:
About Nathan Behncke

Nathan BehnckeSince 2013, Nathan Behncke has served as an advisor to credit unions on legislative, regulatory, and compliance issues. He assists credit unions in understanding complex legal and regulatory compliance issues through Information Central, a hotline that offers a compliance newsletter, website, online compliance manual, training, and more. Previously, Behncke worked in the U.S. Bankruptcy Court, Northwestern Mutual, and in collections and auditing for Mercedes-Benz. He has a Bachelor of Science in criminology from Kansas State University, is a graduate of the University of Kansas-School of Law with a focus on business law, and is CUNA BSACS and CUCE certified.

Presenter at Fort Worth, Oklahoma City, Houston, Corpus Christi, Snyder & Amarillo locations:
About Steve Gibbs

Steve GibbsSteve Gibbs is Risk Management & Compliance AVP (formerly AVP Shared Compliance), for Credit Union Resources, Inc. His history with the financial industry spans 30 years, including service with the Federal Reserve Bank of Dallas, Federal Home Loan Bank of Dallas (Office of Thrift Supervision), and Federal Deposit Insurance Corporation (FDIC). Gibbs served Texas Credit Union League as director of Southwest CUNA Management School, director of Information Central, and lobbyist/legislative analyst, and he has conducted training for financial industry groups including SWACHA, Texas Credit Union Department, EPN/The Clearinghouse, National Association of State Credit Union Supervisors (NASCUS), and leagues/associations around the country.

Hot Topics

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

Educational Investment

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

Please be advised that photographs may be taken at the event for use in Cornerstone Credit Union League marketing materials. By registering for and attending any event, you agree that your image may be used at any time, without further notification, for printed materials, web sites, social media and other marketing purposes.

Registrant Cancellation Policy

Although there is no charge for up to two attendees, if you register to attend and do not cancel 24 hours prior to the workshop, the credit union will be charged a $50 fee for each no-show to help cover lunch and handouts. Substitutions will be accepted for all workshops. All cancellations must be received in writing to

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.


For any questions or comments, please contact Kati Buchanan at 800-442-5762 ext. 6424 email

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