Virtual Small Credit Union Summit

Virtual Small Credit Union Summit

May 13, 2021
9:00 a.m. - 12:30 p.m. ET

This educational event is designed for credit unions under $50 million in assets but may also be appropriate for credit unions up to $100 million in assets. The small credit union summit provide insightful information on current topics for smaller credit unions as well as an opportunity to connect with peers.



Time Event
9:00 a.m. - 9:15 a.m.

Welcome and League Update

9:15 a.m. - 10:00 a.m.

The Rhythm of Growth: How to Make Marketing Work for You
Yolanda Lewis, Director of Marketing, Growth by Design

You’ve survived the worst of things and now you’re ready for growth but don’t know how to re-start the conversation. The truth is, you don’t need to be a big bank to have great marketing. The key to understanding what you need to do to grow happens when you know the right thing to say and say it at the right time. It’s called rhythmic marketing. The problem is, many credit unions don’t get to pivot to the next level in growth because they don’t know how to use marketing to create a rhythm for their growth. To reach the growth goals that will pivot your credit union’s success to the next level, you need to understand how marketing works for you and not against you. You need the rhythm of growth.

10:00 a.m. - 10:45 a.m.

Small Credit Union Survival: Strategies that Drive Growth and Sustainability
Ancin Cooley, Principal, Synergy Credit Union Counsulting

Survival for small credit unions isn’t just about scale. Survival requires proper execution of very simple strategies. In this timely and informative session, you will discover proven strategies that drive growth and sustainability.

10:45 a.m. - 11:00 a.m. Break
11:00 a.m. - 11:45 a.m.

Endurance & Perseverance
Pete Pritts, CEO, Corporate America Credit Union

Perseverance and endurance are always needed in life and in business – add a pandemic to the mix and they are needed even more! This is a story of a real person dealing with much more than a pandemic and the normal challenges life throws our way. We will learn about what it really means to persevere and endure!

11:45 a.m. - 12:30 p.m.

Regulatory Roundtable Breakouts
Representatives from the Alabama Credit Union Administration, Florida Office of Financial Regulation & Georgia Department of Banking & Finance

State-specific break outs will give you an opportunity to participate in a discussion led by regulators on issues facing the industry, with a focus on the topic of Capital Preservation.

12:30 p.m. Wrap Up and Adjourn
Yolanda Lewis
Yolanda Lewis, MBA

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Pete Pritss
Pete Pritts

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Ancin Cooley
Ancin Cooley, CIA CISA

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Melissa Sneed
Melissa Sneed

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Greg McClellan
Greg McClellan

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Lloyd H. Moore
Lloyd H. Moore

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Geoffrey Duncan
Geoffrey Duncan

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Corporate America Credit Union

Cancellation Policy

The registration fee is non-refundable if cancelled after May 7, 2021. Please submit substitutions and cancellations in writing to by 5:00 p.m. on May 7, 2021.

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