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Education

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

Little Rock
Tuesday, August 20

Cornerstone Credit Union League - Ark. Office
1023 W. Capitol Ave.
Little Rock, AR 72201
Phone: 501-376-6508 (for directions)

REGISTER

Longview
Wednesday, August 21

Hampton Inn & Suites Longview North
Neil McCoy Meeting Room
3044 Eastman Road
Longview, TX 75605
Phone: 855-271-3622 (for directions)

REGISTER

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)

REGISTER

Oklahoma City
Thursday, September 19

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

REGISTER

Houston
Tuesday, October 8

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

REGISTER

Corpus Christi
Wednesday, October 9

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

REGISTER

Snyder
Tuesday, October 22

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

REGISTER

Amarillo
Wednesday, October 23

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

REGISTER

Dates and locations are subject to change.

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

Schedule

8:30 a.m. - 8:45 a.m. Registration & Welcome
Lorri Gaither, Operations & Engagement VP
Cornerstone Credit Union League
8:45 a.m. - 10:30 a.m. Cybersecurity
Idrees Rafiq, IT Consulting VP
Credit Union Resources, Inc.
10:30 a.m. - 10:45 a.m. Break
10:45 a.m. - 11:30 a.m. Round Table Discussions
11:30 a.m. - 12:15 p.m. Lunch (Let's Network!)
12:15 p.m. - 2:00 p.m. Best Practices for Compliance
Pamela Blevins, Remote Financial Services Manager
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
Lorri Gaither, Operations & Engagement VP
Cornerstone Credit Union League

Sessions & Speakers

Cybersecurity

Session description coming soon.

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.

Best Practices for Compliance

Session description coming soon.

About Pamela Blevins
Pamela BlevinsPamela Blevins is the remote financial services manager for Credit Union Resources, providing audit and consulting services, including external audit, call report, bank reconciliation assistance, and loan and specialty reviews in credit unions ranging in assets from $1 million to over $400 million. Blevins helps credit unions meet their annual supervisory committee/boards of directors audits, ACH audit requirements, and compliance, especially in Bank Secrecy (BSA), Office of Foreign Asset Control (OFAC), and Customer Identification Program (CIP). Blevins' professional background includes five years in credit union auditing.

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.

About Lorri Gaither
Lorri Gaither
Lorri Gaither, SCMS, CUCE, CUDE, is operations and engagement vice president, Small Credit Union Development, for Cornerstone Credit Union League. Her department provides resources to credit unions under $50 million in assets to help them thrive, grow, and succeed in serving their members. Gaither serves as a liaison to the Cornerstone Small Credit Union Committee and the Cornerstone Lending Council. Gaither has earned CUNA’s Credit Union Compliance Expert (CUCE) designation, and she received the Heusman Award, one of Cornerstone’s highest honors, for dedication and service to credit unions. Prior to Cornerstone, Gaither served for 20 years in the financial services industry.

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 smallcudev@cornerstoneleague.coop

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.

Questions?

For any questions or comments, please contact Lorri Gaither at 800-442-5762 ext. 6423 email lgaither@cornerstoneleague.coop or Kati Buchanan at 800-442-5762 ext. 6424 email kbuchanan@cornerstoneleague.coop.

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