- MEMBER ENGAGEMENT
Curious about an educational opportunity? Question about an event? Inquire today.
The Executive Dialogue is open to CEOs in large asset size credit unions $500M and up. This conference is an informative presentation and discussion on timely topics relative to large asset size credit unions and features small group discussions and invaluable networking.
Agenda is subject to change. Details will be published soon.
|Tuesday, March 22nd|
|1:00 p.m. - 5:00 p.m.||
Optional Round of Golf
|La Playa Golf Club|
|Wednesday, March 23rd|
|12:00 p.m. - 1:00 p.m.||
Registration & Networking Luncheon
|1:00 p.m. - 1:30 p.m.||Welcome and Introductions||Bayview|
|1:30 p.m. - 2:30 p.m.||Opening Session||Bayview|
|2:30 p.m. - 2:45 p.m.||Break|
|2:45 p.m. - 5:00 p.m.||CU Innovation Roundtable||Bayview|
|5:30 p.m. - 6:30 p.m.||Social Hour Reception||Bayview Terrace|
|6:30 p.m. - 8:00 p.m.||Group Dinner||Bayview Terrace|
|8:00 p.m. - 10:00 p.m.||Networking After Dark||South Beach|
|Thursday, March 24th|
|8:00 a.m. - 8:30 a.m.||
|8:30 a.m. - 10:00 a.m.||Session I||Bayview|
|10:00 a.m. - 10:15 a.m.||Break|
|10:15 a.m. - 11:45 a.m.||Session II||Bayview|
|11:45 a.m. - 12:45 p.m.||Group Luncheon||Bayview Terrace|
|1:00 p.m. - 3:00 p.m.||Session III||Bayview|
|3:00 p.m.||Wrap Up & Conference Concludes||Bayview|
LaPlaya Beach & Golf Resort
The reservation cutoff date is March 1, 2022. A group rate of $369 has been secured for this event. These rates will be honored three days prior and post event dates, subject to hotel availability. Please contact email@example.com if you have questions or require assistance.
President and Partner
Cornerstone Advisors, Inc.
Steve Williams is a Founding Partner and the President of Cornerstone Advisors, a national management and technology consulting firm that services the bank, credit union and fintech markets. Steve has worked with many of the nation’s largest credit unions on strategic planning, performance improvement and technology planning initiatives. Steve formerly worked as a banker with Chase, and a consultant with Arthur Anderson & Co. Steve is a regulator contributor to Gonzobanker, Cornerstone’s industry blog and is an in-demand speaker at bank and credit union events nationwide. He is also an instructor at the ABA Stonier Graduate School of Banking at the University of Pennsylvania.
The registration fee is non-refundable if cancelled after March 1, 2022. Please submit substitutions and cancellations in writing to firstname.lastname@example.org by 5 p.m. on March 1, 2022.
Patty is the EVP/COO and general counsel for the Michigan Credit Union League & Affiliates. She previously served as an attorney with Holzman Corkery, PLLC, having become a partner in 2005. She graduated from the University of Michigan-Dearborn and attended Wayne State University Law School. She has experience representing financial institutions, specializing in complex litigation and assisting clients in several areas, including contract and vendor disputes, bond claim disputes, contract negotiation, collection, recovery and employment.
Jared is president at League of Southeastern Credit Unions and has been with the organization since 2011. He has more than 17 years of experience lobbying and as an association executive, including as chief legislative aide in a private lobbying firm and director of public policy for the American Cancer Society’s Florida Division. Jared graduated from The Florida State University in 1999 with a bachelor's of arts degree in history and from The Florida State University College of Law in 2006 with his juris doctorate degree. He is also a member of the Florida Bar.
Kevin is a publisher and a consultant with TEAM Resources and oversees the TEAM Resources board self-evaluation programs. He is co-author of A Credit Union Guide to Strategic Governance that helps governance teams become as effective as possible. He previously spent 10 years at the Credit Union National Association (CUNA), in the Center for Professional Development as director of volunteer education. He holds a master’s degree from DePaul University, Chicago, Illinois and a bachelor’s degree from Miami University, Oxford, Ohio.
David is an author, consultant and nationally recognized speaker, as well as an attorney and partner in the law firm of Reed and Jolly, PLLC. He is the founder of CUDoctor, a full service credit union consulting practice. He has experience providing guidance to credit unions concerning a variety of matters including policies and procedures, organizational compliance, collections and more. He received his undergraduate degree from Virginia Tech and his juris doctorate from George Mason University School of Law.
Kela is a compliance coordinator at the League of Southeastern Credit Unions, starting almost 6 years ago as a compliance specialist in Southeast Georgia. She is responsible for the weekly Compliance eNewsletter, answering compliance questions that come in from credit unions via email and phone, as well as managing the InfoSight website that many affiliated credit unions use as a resource to learn their compliance obligations at the federal and state level. Prior to working at the LSCU, Kela worked in the banking industry managing operations at the branch level.