Virtual Small Credit Union Summit

Virtual Small Credit Union Summit

Registration Fees
1 Virtual - $35
Both Virtual - $60


Schedule for the 2023

1 - March 6th - Virtual
2 - June 14th - In Person (this will be held at SCUCE and will be included in your SCUCE registration)
3 - November 6th - Virtual

Agenda March 6th

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

Time Description
10:00 a.m. - 10:15 a.m.

Small Asset Size Credit Union, Large Voice in Advocacy

The asset size of your credit union does not dictate the impact you can have in the advocacy space. In fact, oftentimes the smaller credit unions are the loudest voices. The smaller the credit union the more local the impact, and this is your strategic differentiator in the advocacy space. Leaning into your service and close understanding of what your community needs is how you can move the needle in credit union advocacy.

Sydney Seral, Vice President of Advocacy, League of Southeastern Credit Unions & Affiliates

10:15 a.m. - 10:45 a.m.

Low-Cost Marketing Solutions That Make a Big Impact

Leveraging your marketing strategy helps your credit union stay focused and organized, but marketing can be expensive. In this session, you will gain an understanding of what it takes to successfully market a product or service online, from creating a strategy to executing a plan. You will also explore the latest tools and techniques used in digital marketing, and how they can be used to increase your reach and grow your business. These strategies can have a significant impact on your product’s success without putting a strain on your marketing budget.

Misty Waldrop, Marketing Manager, Growth By Design

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


11:00 a.m. - 11:30 a.m.

Enhanced Interviewing (& Counseling), Underwriting, Cross Selling

An in-depth overview of how to make more loans, decrease delinquencies, and educate your members. We will discuss enhanced loan interviewing. This will entail how to see further than the credit score and dive into the member’s credit history “story”. We will break down how to interpret that “story” to generate better producing loans while also giving every member the opportunity to better themselves and their credit profile. This will turn into higher yielding loans by seeing what others would not see. Teaching you and your staff how to look for ways to approve your member, not for reasons why we shouldn’t. We will discuss how to turn the credit report, into an opportunity report.

Avery Ragsdale, CUDE, BSACS, Member Engagement Consultant, League of Southeastern Credit Unions & Affiliates

11:30 a.m. - 12:00 a.m.

Round Table - Fraud and Current Trends

Network with your peers to discuss what fraud trends are impacting your members and credit unions while discussing techniques and systems to mitigate risk.


Sydney Seral
Sydney Seral
VP of Advocacy, LSCU & Affiliates

Sydney Seral serves the League of Southeastern Credit Unions & Affiliates (LSCU) as the Vice President of Advocacy after starting her career with the LSCU as Senior Director of Governmental Affairs for Georgia’s state and federal advocacy initiatives in June of 2020. Prior to joining the League, Sydney worked for the American Chemistry Council in various capacities, most recently as the Director of Political Mobilization, ACC’s grassroots advocacy department. She represented the chemical and plastics industries across the 13-state Southern Region on both state and federal advocacy initiatives. Before working for the American Chemistry Council, Sydney worked at the Georgia State Senate in various capacities and ran a successful campaign for current Senate President Pro Tempore John F. Kennedy, a then first-time candidate from Macon, GA, as well as other Georgia statewide and State Senate campaigns.

Misty Waldrop
Misty Waldrop
Marketing Manager, Growth by Design

Misty Waldrop is a marketing leader in the credit union industry, bringing over a decade of experience to her role as Marketing Manager. She has a deep understanding of the unique challenges and opportunities faced by credit unions and has a passion for helping them thrive.

As a seasoned professional, Misty worked her way up from an entry-level position and held various roles within the credit union sector. Under her leadership, credit unions have seen significant growth, improved operational efficiency, and increased member satisfaction.

Misty has a degree of Business Administration and has completed several professional development programs. Her expertise and dedication to the credit union movement has earned her recognition from industry leaders and peers alike.

With her experience, passion for the credit union industry, and unwavering commitment to excellence, Misty is poised to lead credit unions into the future and help meet the evolving needs of their members.

Avery Ragsdale
Avery Ragsdale
CUDE, BSACS, Member Engagement Consultant, LSCU & Affiliates

Started his credit union journey with Family Savings as a part-time loan auditor. Quickly worked into an inbound lending specialist position. Transitioned into the marketing department as a Business Development Representative about a year into being with Family Savings, working primarily with the Georgia market branches on market penetration and community outreach. Youngest sitting board of director in the United Way of Bartow County’s history. Board of director for the Paulding Education Foundation. Founding member of the Paulding Kiwanis Club. He received his CUDE in early 2022. He was selected to establish and grow a new centralized outbound lending department for Family Savings. Currently the Member Engagement Consultant for Georgia and North Alabama. Primarily working with small credit unions on growth and best practices, while being their direct point of contact with LSCU.

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