Education

Southeast Regional Directors Conference

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Registration Fees:
Attendees: $899
Guest: $499

REGISTER NOW

Sponsorship Opportunities

Sponsorship opportunities are available for this event under page 21 of our Sponsorship Kit. For sponsorship inquiries please contact sponsorshipandexhibits@lscu.coop.

Event Description

The Southeast Regional Directors’ Conference is designed for credit union directors and supervisory committee members and their guests. The conference location rotates among the ten Southeastern states, giving each state an opportunity to host their fellow credit union volunteers and showcase the best of what their state has to offer. This conference features a full range of informative educational sessions that provide a conduit for learning about critical issues important to today’s ever-changing financial industry.

Disclaimer: Sponsor companies may not register as an "Attendee/Guest". Attendee/Guest registrations are only applicable for credit unions. Please apply for a sponsorship with LSCU if you would like to sponsor and/or attend. Sponsoships are not confirmed unless you receive written confirmation from LSCU.

Hotel

Hotel

The Grand Hotel Resort and Spa
One Grand Blvd
Point Clear, AL 36564

BOOK NOW

Room Rates: $229.00-$299.00 (depending on your reservation)

Cut-off date: Tuesday, July 5, 2022 (you will not be able to book at our discounted rate after July 5, 2022).

Marriott Central Reservations: 1-855-999-0490

Some of the items the Resort fee covers are:

Fitness Center 24x7 for guests 16 and older
Indoor & outdoor pools
Bicycle rental (First hour is complimentary)
Tennis court usage is complimentary (reservations are required)
Complimentary wireless and wired Internet access in Guest Rooms
Parking Fees: Complimentary self parking on and offsite/$25 for valet parking.
Cut-off date to receive the discounted group rate is October 31, 2022. After this date, rooms and rates are based upond availability.
Hotel room reservation can be changed or cancelled up to 5 days prior to arrival. If reservation is canceled within the 5 days prior to arrival, one night's room fee will be charged.
Check-in time is 4:00 p.m. (CDT) and check out is 11:00 a.m. (CDT)
Agenda

Printable Agenda

Sunday, July 31st

Time Description
1:00 p.m. - 5:00 p.m. Registration
2:00 p.m. - 4:00 p.m.

Alisha Stair
Member Engagement Consultant, LSCU

Director's Institute: Strategic Credit Union Leadership
Credit union directors spend a great deal of time planning and monitoring the organization's progress toward strategic goals. This session is designed to share tools and tips for making that job a little bit easier through disucssing overarching issues that make up the core of the director's job and providing the kind of personal leadership that ensures long-term success of the credit union enterprise.

Additional Fee: $75.00

5:00 p.m. - 6:30 p.m. Welcome Reception

Monday, August 1st

Time Description
7:30 a.m. - 8:00 a.m. Breakfast
8:00 a.m. - 8:45 a.m.

Welcome Introduction

Samantha Beeler
President, League of Southeastern Credit Unions

8:45 a.m. - 9:45 a.m.

Opening General Session

Patrick Adams
Chief Strategic Officer
St. Louis Community Credit Union

Be Bullish on Creating Value
Value creation is key to our continued success.  Consumer choices change and what is considered significant and essential shifts regularly.  As leaders, we must focus our energy on what is of value to the ever-emerging market place.  How important is R & D?  How important is advertising? What keeps us on the growth curve?  We’ll answer these questions and discuss how to maintain value throughout the years to come.

9:45 a.m. - 11:00 a.m.

Session - Directors

Alisha Stair
Member Engagement Consultant, LSCU

BSA for Directors
Join Alisha Stair, Senior Member Engagement Consultant with the League of Southeastern Credit Unions, for Bank Secrecy Act/Anti-Money Laundering Training. This session will cover framework of the BSA, procedures for monitoring BSA compliance, reporting requirements, and takeaways from FinCEN enforcement actions. By attending this session, directors will satisfy the annual BSA training requirement set forth by the NCUA.

9:45 a.m. - 11:00 a.m.

Session - Supervisory Committee

Laura Vann
Senior Director Shared Branching
Shared Cooperative Services

Supervisory Committee 101
Supervisory Committee 101 is an introduction to the foundational functions of the Supervisory Committee. Topics covered include the regulatory requirements for a Supervisory Committee, developing an annual work plan, working with outside auditors, and understanding your audit report. Although designed for newer Supervisory Committee members, the session also provides a refresher on key topics for veteran committee members.

10:00 a.m. - 12:00 p.m.

Guest Activity

Paint Slingers-Driftwood Art Class
Paint Slingers is coming to our meeting! They will be bringing their Drifwood project.  This is a fun project with no prior experience and no real artistic ability necessary and is fun for all ages.  Everything you will need will be priovided along with an apron to protect your clothing. Join us to creat something beautiful that you will enjoy for years to come.

Additional Fee: $75.00

11:00 a.m. - 11:15 a.m. Break
11:15 a.m. - 12:15 p.m.

Session - Directors

Laura Vann
Senior Director Shared Branching
Shared Cooperative Services

Managing Risk Through Business Continuity Planning & Disaster Preparedness
As a result of natural disasters and the global pandemic, credit unions are focused on building a risk-aware and resilient culture. Learn how to effetively review your credit union's business continuity plan and the key questions you should be asking about operational resilience.

11:15 a.m. - 12:15 p.m.

Session - Supervisory Committee

Nicole Irwin
Director Business Development & Client Relations Audit Manager
Credit Union Audit Compliance Group

What to Expect When the Auditor Comes
Do you dread when your auditor is coming in? Your audit process does not have to be a stressful time. Join Nicole Irwin as she tells you "What to Expect When the Auditor Comes".

12:15 p.m. - 1:15 p.m. Lunch
1:15 p.m. - 2:15 p.m.

Closing General Session

Patrick Adams
Chief Strategic Officer
St. Louis Community Credit Union

Strategies Needed to Own Market Share
Leaders exist to think.  What should we be thinking about to insure success?  Pioneering new ideas, focusing on not being a commodity, acquiring new members and retaining them, making disruptive investment and practicing game theory are all key to our credit union’s success.  We’ll have fun, but put some “meat on the bone” and leave the conference with perfect eyesight for the years to come.

3:00 p.m. - 5:00 p.m.

Group Outing - Bingo at the Grand

Additional Fee: $50.00

Tuesday, August 2nd

Time Description
7:30 a.m. - 8:30 a.m. Breakfast
8:30 a.m. - 9:30 a.m.

Opening General Session

Steven W. Rick
Chief Economist
CUNA Mutual Group

Economic Update

9:30 a.m. - 10:30 a.m.

Session - Directors

Alisha Stair
Member Engagement Consultant, LSCU

Directors Roundtable
Join a lively discussion with your peers on today's hot topics.

9:30 a.m. - 10:30 a.m.

Session - Supervisory Committee

Laura Vann
Senior Director Shared Branching
Shared Cooperative Services

Supervisory Committee Roundtable
Join a lively discussion with your peers on today's hot topics.

10:30 a.m. - 10:45 a.m.

Break

10:45 a.m. - 11:45 a.m.

Session - Directors

Steven W. Rick
Economist
CUNA Mutual Group

Top 10 Financial Ratios Every Director Should Understand

10:45 a.m. - 11:45 a.m.

Session - Supervisory Committee

Ancin R. Cooley, CIA, CISA
Principle, Synergy Credit Union Consulting

Supervisory Committee Deep Dive: Beyond the Basics
Still trying to connect the dots as to what exactly you should be doing as a Supervisory Committee? Interested in learning the “Why?” behind what you are doing? You’re in luck! Ancin Cooley, Principal of Synergy Credit Union Consulting and creator of the only online Self-paced Supervisory Committee course, will walk you through the month to month skills, processes, and best practices your committee needs to be fully-functional. Ancin brings his 17 years of experience as a regulator, auditor, and consultant in a entertaining and easy to understand learning format.

11:45 a.m. - 12:45 p.m.

Lunch on you own

1:00 p.m. - 5:00 p.m.

Group Outing

Golf
Additional Fee: $199.00

Garden Tour Followed by History Tour & Cannon Firing
Additional Fee: $50.00

7:00 p.m. - 10:00 p.m.

Closing Dinner

SRCUS Supper Club

Jessie Hill Musician

Attendees and Registered Guests will have an outstanding dining experience capped off with live music entertainment provided by Jesse Hill. He will perform many songs by artists such as Frank Sinatra, Bing Crosby, Dean Martin, and many more.

Wednesday, August 3rd

Time Description
8:00 a.m. - 9:00 a.m. Breakfast
9:00 a.m. - 10:00 a.m.

Closing General Session

Ancin R. Cooley, CIA, CISA
Principle, Synergy Credit Union Consulting

The Way Forward: The Place Where Profit and Mission Intersect
Can Credit Unions grow, earn extraordinary profits, and serve the community? The answers is a resounding Yes!!! However, there’s a trend emerging where Credit Unions feel in order to succeed they must choose between their heart and the bottom line. Ancin Cooley with Synergy Credit Union Consulting will enlighten and entertaining you with his proven strategies on how to ensure you credit union will thrive through the next decade.

10:00 a.m. - 10:30 a.m.

Closing Remarks

Cancellation Policy

All cancellations will incur a non-refundable $75 administrative fee through June 30, 2022. Any cancellations after June 30, 2022, are non-refundable.

Activities

Golf - Dogwood Golf Course
Meticulously maintained 7,104 yard, 18-hole, par 72 course that wanders through pines, magnolias, and ancient oaks.

Agenda:
Tuesday, August 2, 2022
1:00 p.m. - 5:00 p.m.
Fee: $199 Best Ball Scramble

Golf clubs may be rented on site for $45.00. Fees are due to the club at the time of rental. This golf club does not rent golf shoes.

Paint Slingers-Driftwood Art Class
Monday, August 1, 2022
10:00 a.m. - 12:00 p.m.
Fee: $75.00

Paint Slingers

Bingo at the Grand
Monday, August 1, 2022
3:00 p.m. - 5:00 p.m.
Fee: $50.00

Who does not like a great game of BINGO? come for an afternoon snack and something to wet your whistle and get competitive with your peers during an action-packed game. And have a chance to win some great prizes!

Garden Tour, History Tour, Cannon, and Tea
Tuesday, August 2, 2022
1:00 p.m. - 5:00 p.m.
Fee: $50.00

Sign up for this walking tour to learn more about this incredible property. From enter the property, you can see the grounds are cared for with painstaking pride. The gardens and landscaping are beautiful. Learn how the resort grows food for restaurants and catering.

One of the Grand's historians will lead the history tour. Since opening its doors in 1847, the Grand will eternally be revered as national destination, rich in history - a hotel that embodies the best traditions of this country.

Rounding out this tour is the opportunity to watch the cannon firing and have afternoon tea at the hotel. You will not want to miss the multi-faceted tour!

Sponsors

CMG

 

Warren Averett

 

CUACG

Speakers

Ancin R. Cooley

Ancin Cooley

Ancin Cooley, CIA CISA, is the Founder and Principal of Synergy Credit Union Consulting, Inc. Synergy helps credit unions grow and thrive by helping them manage risk, increase profits, and help members. Synergy accomplishes this through a suite of services that includes Director Training, Strategic Planning, Enterprise Risk Management, Internal Audits, and Regulatory Compliance Reviews. As principal, Ancin manages a growing portfolio of clients throughout the United States and Caribbean. He brings more than 20 years of experience to the financial services industry. Ancin honed his skills while working with the US Treasury Dept. At the Treasury, he performed examinations for financial institutions ranging from $1 million to $8 billion in total assets. After leaving the Treasury Dept. Ancin worked for a regional accounting firm where he led internal audits, as well as loan and pre-regulatory examination reviews.

When not advising clients, training for triathlons, or spending time with his family, Ancin designs and conducts trainings for the Credit Union industry. In addition, he is a well sought-after expert contributor to a host of financial publications. He has most recently been featured in Forbes Magazine and the Credit Union National Association. Ancin is originally from New Orleans, LA. But he currently lives in Chicago, IL.

Samantha Beeler

Samantha Beeler
LSCU & Affiliates President

Samantha Beeler serves as President of the LSCU & Affiliates. She previously served as Vice President of Advocacy for the Northwest Credit Union Association (NWCUA) which is the regional trade association for credit unions in Washington, Oregon and Idaho. In her role, Samantha is responsible for advocacy, compliance, legal and member engagement. Prior to working for the NWCUA, she led communications for a Government Contracts Practice group in Washington, D.C. Samantha grew up in Alabama and lived in Georgia. Samantha received her bachelor’s degree in Social Science from Washington State University and also did an emersion program in International Relations at Peking University in Beijing, China. She has participated in Executive Education at Harvard’s Kennedy School of Government.

Samantha and her husband Garrett, who is a member of U.S. Special Forces, have three daughters Aryan (6 yrs. old), Alanna (3 yrs. old) and Adaire (9 months).

Laura Lee Vann

Laura Vann
Senior Director, Shared Branching
Shared Cooperative Services

Laura Vann has more than 30 years’ experience working with not-for-profit organizations in member relations, business development, communications, training, and fund-raising positions. Currently, Laura serves as Senior Director, Shared Branching at Shared Cooperative Services. In this role, she facilitates cooperation among Alabama and Georgia credit unions in the development and operation of the shared branching network; develops and executes strategies to increase the number of credit union members with access to shared branching; and conducts training on shared branching rules and regulations.

Laura joined the League staff in 2001 and previously focused on increasing the value League membership, helping credit unions develop growth strategies, building a stronger chapter system, and developing financial education initiatives. During her career, she has facilitated over 180 strategic planning sessions for credit unions with assets ranging from $2 billion to $1 million.

She graduated from The University of Alabama at Birmingham, with a major in English and a minor in Communications. Laura completed the National Credit Union Foundation’s Credit Union Development Educator program in 2012.

Nicole Irwin

Nicole Irwin
Director of Business Development & Client Relations

Nicole is the director of Business Development & Client Relations. She also serves as the Audit Manager of Alabama, Florida, and Georgia. Nicole graduation for Austin Peay State University with a bachelor’s degree in accounting. In 202, Nicole graduation from American Military University with her Master of Accountancy. She is currently pursuing her CPA license. Nicole joined the CUACG team in 2017. When not studying or auditing, she enjoys golfing and playing with her German Shepherds. Nicole audit credit union out of Jacksonville, Florida.

Patrick Adams

Patrick Adams

Patrick is in his 45th year with the credit union movement and has worked for St. Louis Community Credit Union for the past 35 plus years. Patrick was appointed CEO/President of St. Louis Community Credit Union in January, 2008. At the end of 2018, Patrick stepped aside as CEO and began focusing exclusively on the strategic direction of SLCCU as Chief Strategic Officer. This transition of leadership allows Patrick to begin his “glide-path” to retirement.

The credit union has witnessed substantial growth while maintaining high levels of financial strength. They maintain a very high level of name recognition/brand awareness among St. Louis city residents.

St. Louis Community Credit Union has 62,000 plus members and is one of the most active Community Development Financial Institutions in the country. SLCCU focuses on serving the stressed and distressed communities of St. Louis City and near County.

Patrick has spoken worldwide with companies for over 25 years. Based on your mood, Patrick is either motivating or aggravating. His presentations are informative and urge people to have the “ah-ha” moments that lead to success.

Patrick and his beautiful wife have four grown kids and seven beautiful grandkids.

Alisha Stair

Alisha Stair
VP, Member Engagement

Alisha Stair, CUCE, CCUF, CUDE, BSACS, CCUFC, Senior Member Engagement Consultant, LSCU

Alisha has served as LSCU’S Member Engagement Consultant for the state of Alabama since 2018. Before joining the LSCU team, Alisha found her way to credit union land serving as Illinois Educators Credit Union’s Marketing and Indirect Lending Coordinator and Young Professional Advisory Board Member for the Illinois Credit Union League. Alisha is a Bank Secrecy Act Compliance Specialist, Certified Credit Union Facilitator, Certified Credit Union Financial Counselor, and a Credit Union Compliance Expert, and is passionate about helping credit unions grow and succeed.

Steven W. Rick

Steven Rick
CUNA Mutual Group
Director, Chief Economist

Steven Rick is a director and the chief economist for CUNA Mutual Group in Madison, Wisconsin. His primary responsibilities include conducting strategic research, analysis, and forecasting of the financial services industry with special emphasis on the consumer and credit union markets.

Rick’s forecasts serve as a starting point for the strategic planning process and help to create a clear understanding of the underlying trends and links between the general economy, the financial services industry, and CUNA Mutual Group’s policy owners.

Rick publishes the Credit Union Trends Report, a monthly “pulse check” on the economic state of the credit union movement. He has authored a textbook on asset-liability management for credit union executives.

Before joining CUNA Mutual Group, Rick was the senior economist for CUNA & Affiliate’s Economics & Statistics Department for 22 years. Rick also serves as Chairman of the Board of Directors of the University of Wisconsin Credit Union, a $2.7 billion financial institution.

Rick holds a senior lecturer position with the Economics Department at the University of Wisconsin – Madison where he teaches Money & Banking and Macroeconomics courses. He is also the facilitator and instructor for CUNA Management School’s Stanford Bank Game, a computerized bank simulation, and has 2 years’ experience as a bank simulation advisor for the Prochnow Graduate School of Banking.

Rick has a B.A. in Economics from Moorhead State University; a B.S. in Finance from Moorhead University; and a M.S. in Economics from the University of Wisconsin – Madison. He is also obtained a Ph.D. in Economics at the University of Wisconsin – Madison.

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