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Registration Fees:
Attendees: $899
Guest: $499
REGISTRATION IS CLOSED
Due to extremely high demand, the SRCUS Directors Conference room block at the Grand Hotel Resort and Spa in Point Clear, AL is sold out.
Alternate Hotel Locations Near the Grand Hotel Resort and Spa in Point Clear,
AL:
If you need a hotel room to attend this conference, please consider the following two
options: Airbnb and Holiday Inn Express Fairhope.
Or you may want to check the Grand’s online reservations site outside of our block to see if you can secure a room reservation.
Cancelling Hotel Room Reservations:
If you have a hotel room reservation you want to cancel, please contact us at education@lscu.coop.
Hotel room reservation can be changed or cancelled up to five days prior to arrival.
For official attendees in the Room Block, the room type and rate will be honored for
three days before and after SCUCE dates - based on availability.
Wait List Requests for Hotel Rooms:
We would recommend any attendees that need to cancel their existing hotel reservation within
the group block should contact us at education@lscu.coop. We can do our best to try and
help those on the wait list get a hotel room. We cannot guarantee we can assist those with
wait list requests to get into this hotel.
Please include the following information when reaching out to education@lscu.coop.
*Due to the LSCU convention, e-mail requests may not be able to be returned or confirmed in a timely manner from June 13 – 21. Please know we will confirm e-mail requests as quickly as we can. Thank you for your patience.
Sponsorship opportunities are available for this event under page 21 of our Sponsorship Kit. For sponsorship inquiries please contact sponsorshipandexhibits@lscu.coop.
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.
The Grand Hotel Resort and Spa
One Grand Blvd
Point Clear, AL 36564
SOLD OUT!
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:
Sunday, July 31st
Time | Description |
---|---|
1:00 p.m. - 5:00 p.m. | Registration |
2:00 p.m. - 4:00 p.m. |
Alisha Stair Director's Institute: Strategic Credit Union
Leadership 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 |
8:45 a.m. - 9:45 a.m. |
Opening General Session Patrick Adams Be Bullish on Creating Value |
9:45 a.m. - 11:00 a.m. |
Session - Directors Alisha Stair BSA for Directors |
9:45 a.m. - 11:00 a.m. |
Session - Supervisory Committee Laura Vann Supervisory Committee 101 |
10:00 a.m. - 12:00 p.m. |
Guest Activity Paint Slingers-Driftwood Art Class 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 Managing Risk Through Business Continuity Planning
& Disaster Preparedness |
11:15 a.m. - 12:15 p.m. |
Session - Supervisory Committee Nicole Irwin 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 Strategies Needed to Own Market Share |
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 Economic Update |
9:30 a.m. - 10:30 a.m. |
Session - Directors Alisha Stair Directors Roundtable |
9:30 a.m. - 10:30 a.m. |
Session - Supervisory Committee Laura Vann Supervisory Committee Roundtable |
10:30 a.m. - 10:45 a.m. |
Break |
10:45 a.m. - 11:45 a.m. |
Session - Directors Steven W. Rick Top 10 Financial Ratios Every Director Should Understand |
10:45 a.m. - 11:45 a.m. |
Session - Supervisory Committee Ancin R. Cooley, CIA, CISA Supervisory Committee Deep Dive: Beyond the
Basics |
11:45 a.m. - 12:45 p.m. |
Lunch on you own |
1:00 p.m. - 5:00 p.m. |
Group Outing Golf - Best Ball Scramble |
3:00 p.m. - 4:30 p.m. |
Group Outing Garden Tour Followed by History Tour & Cannon
Firing |
6:30 p.m. - 9:30 p.m. |
Closing Dinner SRCUS Supper Club Jesse 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 The Way Forward: The Place Where Profit and Mission
Intersect |
10:00 a.m. - 10:30 a.m. |
Closing Remarks |
All cancellations will incur a non-refundable $75 administrative fee through June 30, 2022. Any cancellations after June 30, 2022, are non-refundable.
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
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!
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.
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).
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.
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 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.
VP, Member Engagement
Alisha Stair, CUCE, CCUF, CUDE, BSACS, CCUFC, VP, Member Engagement, 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.
America's Credit Unions Mutual Group
Director, Chief Economist
Steven Rick is a director and the chief economist for America's Credit Unions 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 America's Credit Unions 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 America's Credit Unions Mutual Group, Rick was the senior economist for America's Credit Unions & 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 America's Credit Unions 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.