Spring Orientation

If you are new to your credit union or the credit union movement, this seminar will provide invaluable insight on the wide array of benefits as well as products and services that Cornerstone, Resources, and the Foundation have to offer. Orientation is open to credit union staff or volunteers on every level whether teller, CEO, board member, or chairman of the board.

Dates & Location

Dallas - Wednesday, April 2, 2014 & Thursday, April 3, 2014
Cornerstone Credit Union League
Register Online
4455 LBJ Freeway, 10th Floor
Farmers Branch, TX 75244
Lodging Offers

Business casual dress is appropriate. Bring a jacket or sweater as room temperatures vary.

Schedule

Wednesday, April 2, 2014

10:30 am - 11:30 am Welcome and Credit Union System Overview
  Dick Ensweiler, Chief Executive Officer, Cornerstone Credit Union League
11:30 am - 11:40 am Break
11:40 am - 11:50 am Overview of Cornerstone League and Introduction of Managers
  Karen Hart, Executive Vice President, Association Services, CMSO, CFO
  CU Relations
  Mike Delker, Senior Vice President
  ALM
  Debbie Rightmire, Vice President
  Communications & Outreach
  Jon Gorman, Senior Vice President
  Training & Events
  Tamra Fairbrother, Vice President
  League Representatives
  Greg Robertson, Vice President
  Small Credit Union Development
  Lorri Gaither, Assistant Vice President
  Research
  Rick Grady, Vice President
  Cornerstone Credit Union Foundation
  Courtney Moran, Executive Director
11:50 am - 12:10 pm Councils
  Mike Delker, Senior Vice President
12:10 pm - 12:40 pm Lunch - on site
12:40 pm - 1:00 pm ALM
  Debbie Rightmire, Vice President
1:00 pm - 2:00 pm Advocacy
  Tom Haider, Executive Vice President and Chief Advocacy Officer
  Advocacy
  Regulatory & Compliance/Information Central
  Suzanne Yashewski, Senior Vice President
2:00 pm - 2:10 pm Introduction of Association Presidents
  Tom Haider, Executive Vice President
  Oklahoma Credit Union Association
  Nate Webb, President
  Arkansas Credit Union Association
  Reta Kahley, President
2:10 pm - 2:30 pm Tour Cornerstone League Offices
  Mike Delker, Senior Vice President
  Jon Gorman, Senior Vice President
2:30 pm - 2:50 pm Communications and Outreach
  Jon Gorman, Senior Vice President
2:50 pm - 3:10 pm Training & Events
  Tamra Fairbrother, Vice President
3:10 pm - 3:40 pm Breakout Sessions:
  Attendees from CUs with Assets > $50M: League Representatives
  Greg Robertson, Vice President
10th Floor Boardroom
  Attendees from CUs with Assets < $50M: Small CU Development
  Lorri Gaither, Assistant Vice President
8th Floor Conference Room
3:40 pm - 3:50 pm Break
3:50 pm - 4:10 pm Research
  Rick Grady, Vice President
4:10 pm - 4:30 pm Cornerstone Credit Union Foundation
  Courtney Moran, Executive Director
   

Thursday, April 3, 2014

9:00 am - 9:30 am Group Breakfast - on site
9:30 am - 9:55 am Welcome & Overview of Credit Union Resources and Introduction of Managers
  Bob Gallman, Executive Vice President, Chief Business Services Officer and COO, Credit Union Resources
  Business Partners
  Bob Rehm, Vice President
  CUER, Staffing & HR Consulting
  Susan Looney, Senior Vice President
  Financial & Technology Resources/Shared Compliance Resources
  Chad Stanislav, Vice President
  Marketing Resources
  Steve Stovall, Assistant Vice President
  Remote Transaction Resources
  Norma Garza, Assistant Vice President
  OnBalance
  Karen Houston-Johnson, Vice President
9:55 am - 10:15 am Break
  Sign up for breakout sessions for these areas:
  Breakout Session I
F&TR, Shared Compliance Resources
OnBalance
  Breakout Session II
Marketing Resources
Remote Transaction Resources
10:15 am - 11:00 am Credit Union Employement Resources, Staffing and HR Consulting Services
  Susan Looney, Senior Vice President
11:00 am - 11:10 am Break
11:10 am - 11:50 am Breakout Session I
  Financial & Technology Resources/Shared Compliance Resources
  Chad Stanislav, Vice President
10th Floor Boardroom
  OnBalance
  Karen Houston-Johnson Vice President & Howard Bufe, Assistant Vice President
8th Floor Conference Room
11:50 am - 12:20 pm Lunch - on site
12:20 pm - 1:00 pm Breakout Session II
  Marketing Resources
  Steve Stovall, Assistant Vice President
10th Floor Boardroom
  Remote Transaction Resources
  Norma Garza, Assistant Vice President
8th Floor Conference Room
1:00 pm - 1:10 pm Break
1:10 pm - 2:00 pm Business Partners
  Bob Rehm, Vice President
   
  Wrap-up: Cash Prize Drawing
  Must be present to win.

 

Educational Investment

Registration for this event is FREE. Register online or use the printable registration form below.

Cancellation Policy

Substitutions are always welcome. Cancellations received less than 48 hours prior to the event will result in a $50 cancellation fee.

Questions?

If you have questions, please call Bonnie Cox at 800-442-5762 ext. 6421 or 469-385-6421 or email bcox@curesources.coop.

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