- MEMBER ENGAGEMENT
Curious about an educational opportunity? Question about an event? Inquire today.
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.
|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
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
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
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
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|
The registration fee is non-refundable if cancelled after May 7, 2021. Please submit substitutions and cancellations in writing to firstname.lastname@example.org by 5:00 p.m. on May 7, 2021.
With more than 20 years of experience in marketing strategy, brand development, web strategy and design, social media, lead generation, product development, media relations, and events, Yolanda Lewis helps audiences understand the importance of rhythm as a critical component of marketing. Now, as the new Marketing Director for Growth by Design at LSCU, she is focused on making sure credit unions know the rhythmic marketing solutions available to them through the award-winning Growth by Design team; a trusted growth partner for all of your digital marketing needs.
Pete was named President/CEO at Corporate America in November of 2012. He has worked in the credit union world for 30 years, 29 in corporate credit unions, 1 in a natural person credit union. Pete holds a B.S. in Finance from Cal State University and an MBA from The University of Phoenix. He has served on many committees and boards including a securities broker dealer, payment systems services corporation and a governmental affairs committee. He currently serves on the Board of Trustees on the Southeastern Credit Union Foundation. Pete is a lousy golfer, flies Cessna’s for fun and takes orders from his two daughters when not at work.
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 thru 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 as an with 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, currently lives in Chicago.
Melissa Sneed graduated from the University of Georgia with Bachelor's degrees in Finance and Risk Management & Insurance. In 1999, she joined the Department of Banking and Finance, and was promoted to District Director of the Northwest District office in 2008. In the Northwest District (including Atlanta), Melissa oversaw banks, credit unions, and trust companies in all sizes and variety of business models. In 2016, Melissa was appointed as the Deputy Commissioner of Supervision, which includes oversight responsibility for all state chartered financial institutions in Georgia. Melissa is a Certified Examination Manager.
Greg McClellan was appointed by Governor Kay Ivey as Administrator of the Alabama Credit Union Administration in June 2019. McClellan holds a B.S. in General Business and an MBA in Business Administration from Auburn University. He is a graduate of the BAI School of Banking at the University of Wisconsin. McClellan worked in the financial industry for 44 years prior to joining ACUA, including 34 years with MAX Credit Union.
Assistant Administrator with the Alabama Credit Union Administration
Lloyd Moore is an accomplished credit union regulator and supervisor having served with the Credit Union Administration for over 29 years. He is currently serving as Assistant Administrator for the Credit Union Administration for over 14 years. As assistant administrator, Lloyd supervises seven examiners and oversees the examination programs of 56 credit unions with assets over $21 billion. He is a frequent presenter at industry conferences and member of national credit union regulatory committees. He attended the University of Alabama but graduated from Auburn University in 1987.
Mr. Duncan graduated from Flagler College in 2007 with a B.A. degree in Business Administration. In 2008, he started his career with the Office of Financial Regulation and has worked with the Division of Financial Institutions since 2014. In that time, he worked with the Division of Credit Union Regulation as an examiner, and with the Division of Banking Regulation as a case manager for the Orlando/Tampa region. Currently, he is the Area Financial Manager with the Tallahassee Field Office. Mr. Duncan is a Certified State Credit Union Examiner through NASCUS and currently work on completing his CSCUE Supervisor certification. In his free time, Mr. Duncan enjoys being outdoors, either hiking/mountain biking and playing beach volleyball.