Education

Virtual Small Credit Union Summit

Virtual Small Credit Union Summit

Registration Fees
Virtual Access to Each Quarterly Only: $29 Per Attendee

Sponsored by:
CUNA Mutual

REGISTER NOW

 

Birmingham, AL - Agenda

Location: LSCU Office, 22 Inverness Center Parkway, Suite 200, Birmingham, AL 35242

Date & Time: November 10th, 10:00 a.m. - 2:00 p.m. CST

PRINTABLE AGENDA

Time Description
9:45 a.m. Registration/Check-In Opens
10:00 a.m. - 10:15 a.m.

Welcome - LSCU

LSCU President Samantha Beeler will welcome and introduce attendees and guests while providing an overview of the agenda.

10:15 a.m. - 11:15 a.m.

Preparing your Credit Union for 2023
David Pace, Manager of Regulatory Advocacy

David Pace, Manager of Regulatory Advocacy As we prepare to flip the calendar to 2023, hear from LSCU’s Compliance Services Team on what small credit unions should plan for along with helpful best practices in satisfying compliance requirements.

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

Growth Opportunities and Solutions for Small Credit Unions
Donnette Logan, Business Development Consultant

With new providers entering the marketplace everyday, it’s important to understand how to prioritize opportunities for growth and utilize partners you can trust. Hear how your peers are implementing new services and technology from the Leverage Business Development Team and discover a new solution to explore in 2023.

12:00 p.m. - 1:00 p.m. Lunch Provided
1:00 p.m. - 2:00 p.m.

Open Dialogue

Join your peers in open discussion for the opportunity to have all of your burning questions answered, including what the “new normal” looks like, most effective marketing campaigns, efficiency best practices, and more!

Tallahassee, FL - Agenda

Location: LSCU Office, 3692 Coolidge Court, Tallahassee, FL 32311

Date & Time: November 10th, 10:00 a.m. - 2:00 p.m. EST

PRINTABLE AGENDA

Time Description
9:45 a.m. Registration/Check-In Opens
10:00 a.m. - 10:15 a.m.

Welcome - LSCU

LSCU VP Member Engagement Alisha Stair will welcome and introduce attendees and guests while providing an overview of the agenda.

10:15 a.m. - 11:15 a.m.

Preparing your Credit Union for 2023
Bill Berg, VP Comppliance Training & Information

As we prepare to flip the calendar to 2023, hear from LSCU’s Compliance Services Team on what small credit unions should plan for along with helpful best practices in satisfying compliance requirements.

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

Growth Opportunities and Solutions for Small Credit Unions
Karen Frazee, VP Business Development

With new providers entering the marketplace everyday, it’s important to understand how to prioritize opportunities for growth and utilize partners you can trust. Hear how your peers are implementing new services and technology from the Leverage Business Development Team and discover a new solution to explore in 2023.

12:00 p.m. - 1:00 p.m. Lunch Provided
1:00 p.m. - 2:00 p.m.

Open Dialogue

Join your peers in open discussion for the opportunity to have all of your burning questions answered, including what the “new normal” looks like, most effective marketing campaigns, efficiency best practices, and more!

Palm Beach Gardens, FL - Agenda

Location: Velocity Community Credit Union, 2801 PGA Blvd., Palm Beach Gardens, FL 33410

Date & Time: November 10th, 10:00 a.m. - 2:00 p.m. EST

PRINTABLE AGENDA

Time Description
9:45 a.m. Registration/Check-In Opens
10:00 a.m. - 10:15 a.m.

Welcome - LSCU

LSCU Member Engagement Consultant Susan Lee will welcome and introduce attendees and guests while providing an overview of the agenda.

10:15 a.m. - 11:15 a.m.

Preparing your Credit Union for 2023
Tony Roberts, Compliance Consultant

As we prepare to flip the calendar to 2023, hear from LSCU’s Compliance Services Team on what small credit unions should plan for along with helpful best practices in satisfying compliance requirements.

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

Growth Opportunities and Solutions for Small Credit Unions
Steve Pullara, Business Development Consultant

With new providers entering the marketplace everyday, it’s important to understand how to prioritize opportunities for growth and utilize partners you can trust. Hear how your peers are implementing new services and technology from the Leverage Business Development Team and discover a new solution to explore in 2023

12:00 p.m. - 1:00 p.m. Lunch Provided
1:00 p.m. - 2:00 p.m.

Open Dialogue

Join your peers in open discussion for the opportunity to have all of your burning questions answered, including what the “new normal” looks like, most effective marketing campaigns, efficiency best practices, and more!

Savannah, GA - Agenda

Location: Georgia Heritage FCU, 1085 W Lathrop Ave., Savannah, GA 31415

Date & Time: November 10th, 10:00 a.m. - 2:00 p.m. EST

PRINTABLE AGENDA

Time Description
9:45 a.m. Registration/Check-In Opens
10:00 a.m. - 10:15 a.m.

Welcome - LSCU

LSCU Member Engagement Consultant Arno Quon will welcome and introduce attendees and guests while providing an overview of the agenda.

10:15 a.m. - 11:15 a.m.

Preparing your Credit Union for 2023
Kela Wingard, Compliance Coordinator

As we prepare to flip the calendar to 2023, hear from LSCU’s Compliance Services Team on what small credit unions should plan for along with helpful best practices in satisfying compliance requirements.

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

Growth Opportunities and Solutions for Small Credit Unions
Taylor Sheffield, Business Development Consultant

With new providers entering the marketplace everyday, it’s important to understand how to prioritize opportunities for growth and utilize partners you can trust. Hear how your peers are implementing new services and technology from the Leverage Business Development Team and discover a new solution to explore in 2023.

12:00 p.m. - 1:00 p.m. Lunch Provided
1:00 p.m. - 2:00 p.m.

Open Dialogue

Join your peers in open discussion for the opportunity to have all of your burning questions answered, including what the “new normal” looks like, most effective marketing campaigns, efficiency best practices, and more!

All event cancellations will incur to a nonrefundable $10.00 administrative fee.

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