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April 26-27, 2024
An annual conference designed especially for young professionals by young professionals.
Event registration is FREE!
Thank you to our sponsor!
Agenda (PDF) Know Before You Go
Time | Event |
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11:00 a.m. - 12:15 p.m. | Registration/Check-in/Box Lunches Provided |
12:30 p.m. - 1:30 p.m. | Travel to Alabama CU - Tuscaloosa |
1:30 p.m. - 1:45 p.m. | Welcome (LSCU Introduction/Housekeeping items/Alabama CU Thank You) & Kick Off Kelly Yager, BSACS, Memer Engagement Consultant. Nate with Corporate America will share a welcome message with our Credit Unions. |
1:45 p.m. - 2:30 p.m. | Reflections on a Lifelong Credit Union Career Steve Swofford, President/CEO, Alambama CU |
2:30 p.m. - 3:30 p.m. | Snack/Networking Break/Campus Tour |
3:30 p.m. - 4:00 p.m. | CU Advocacy for YPs Advocacy for Young Professionals (YPs) within credit unions (CUs) is critical for ensuring the sustainability and growth of the industry. Here are some key points that will be covered:
|
4:00 p.m. - 4:55 p.m. | Alabama CU Executives Panel June Landram, Chief Operations Officer; Benson Bolling, Chief Lending Officer; Brandi McKinney, VP Compliance & HR; Kelley Porter, VP Member Experience |
5:00 p.m. - 6:00 p.m. | Depart Alabama CU/Travel back to AmFirst and Hotel |
6:00 p.m. - 6:30 p.m. | Break for Hotel Check In |
6:30 p.m. - 8:00 p.m. | Cocktail Reception/Heavy Hors d'oeuvres |
Time | Event |
---|---|
7:30 a.m. - 8:15 a.m. | Registration/Check-in/Breakfast |
8:15 a.m. - 8:30 a.m. | Welcome Alisha Stair, CUCE, CCUF, CUDE, BSACS, CCUFC, VP Member Engagement, League of Southeastern Credit Unions & Affiliates & Alex Lawley, AmFirst Credit Union |
8:30 a.m. - 9:30 a.m. | Steps to Effective Communication Jessiee Bono, Strategic Marketing and Business Manager, Bono Communications & Marketing, LLC |
9:30 a.m. - 9:45 a.m. | Break |
9:45 a.m. - 11:00 a.m. | Exploring Why Tobi Weingart, M.Ed, CUDE, DEEU, PAHR, Chief Program Officer, National Credit Union Foundation |
11:00 a.m. - 11:45 a.m. | Mexican Feast |
11:45 a.m. - 12:45 p.m. | Personal Branding/Identity Capital Grant Abbott, VP of Lending and Administration, FSU Credit Union |
12:45 p.m. - 1:30 p.m. | Always Take Your Seat at the Table Ryan Hesser, VP Third Party Risk Management & Assocciate Legal Counsel, VyStar Credit Union |
1:30 p.m. - 2:00 p.m. | Peer Panel |
2:00 p.m. - 2:30 p.m. | Sweet Treat Break |
2:30 p.m. - 3:00 p.m. | SECUF-Bite of Reality Bobbi Grady, CUDE, ODCM, Foundation Director, League of Southeastern Credit Unions & Affiliates |
3:00 p.m. - 3:45 p.m. | Unraveling Your Purpose: Exploring the Depths of Your Why Sedric Brinson, CUDE, SCMS, Engagement Counsultant, America's Credit Unions |
3:45 p.m. - 4:00 p.m. | Wrap-up/Adjourn |
*Hotel accommodations are the responsibility of each individual. A group rate of $249 per night has been secured at The Westin Birmingham for this event and reservations can be made by clicking here.
The hotel cut off date is April 11, 2024.
VP Compliance Training and Information, LSCU
Bill has been with the Florida Credit Union League (now the League of Southeastern Credit Unions- LSCU) since 1988. He is currently the longest tenured employee working for the LSCU. Before that, he worked for the Jacksonville Branch of the Federal Reserve Bank of Atlanta for 11 years after graduating from FSU with undergraduate degree with a double major in Finance and Real Estate in 1975 and MBA with a Finance concentration in 1977.
VP Compliance and Regulatory Service, LSCU
Laura Gober has worked in credit unions for over 20 years. Prior to coming to the LSCU, she worked 16 years for a $2.1 Billion credit union as the VP of ERM, which included compliance, audit, fraud, information security, and BSA.
She now manages the LSCU Shared Compliance Consulting Program and the Compliance and Regulatory Services Department.
Compliance Consultant, LSCU
Sharon Murphy has worked in Compliance for over 18 years and in credit unions for over 25 years. Sharon has multiple certifications including Credit Union Compliance Expert; Certified Internal Auditor; Certified Fraud Examiner and Credit Union Enterprise Risk Management Expert.
She is currently one of LSCU’s Compliance Consultants with client credit unions in Georgia and Florida.
Manager Regulatory Advocacy, LSCU
David Pace graduated from Georgia State University with Magna Cum Laude honors. He worked for the Nebraska Department of Banking and Finance as a Fintech examiner and interned for Associated Credit Union in the Compliance and ERM areas before joining LSCU as the Manager Regulatory Advocacy.
Partner, Reed & Jolly, PLLC
Attorney, author, consultant and nationally recognized speaker, David A. Reed is a partner in the law firm of Reed and Jolly, PLLC and founder of CUDoctor, a full-service credit union consulting practice. Through Reed & Jolly, Mr. Reed provides guidance to credit unions concerning a variety of matters including the establishment and revision of credit union policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters and corporate governance. He offers facilitation services and a full range of on-site training programs that can be delivered to the Board, executive team, managers or frontline staff.
A former trial attorney and Vice President and General Counsel of a large credit union, Mr. Reed is particularly noted as an expert in the areas of credit union operations, bankruptcy and collections. He has been selected to train NCUA Field Examination and Audit Staff on numerous issues including ID Theft Red Flags, S.A.F.E. Act, Third Party Contract Management and Bankruptcy matters.
Mr. Reed received his undergraduate degree from Virginia Tech in 1986 and his Juris Doctorate from George Mason University School of Law in 1989. He is a Certified Compliance Officer. He resides in Fairfax, Virginia with his wife Diane and their twin daughters.
Compliance Consultant, LSCU
Tony Roberts graduated from the University of South Alabama. He has worked in the insurance industry as well as in compliance and risk management for credit unions.
He is currently one of LSCU’s Compliance Consultants with client credit unions in Florida, Georgia and Alabama.
Sanctions Compliance Officer, U.S. Department of the Treasury
Andrew is the Sanctions Compliance Officer at the U.S. Department of the Treasury. He worked in various positions from a Legislative Intern for the Parliament of the Republic of Macedonia to Center on the United States and Europe Research and Events Intern at The Brookings Institution while obtaining his Bachelor of Arts in History and Economics from Covenant College and his Master of Arts from The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) in 2019.
Compliance Coordinator, LSCU
Kela Wingard works as the Compliance Coordinator with Compliance & Regulatory Services for LSCU and has been with the league for six years. Kela is responsible for the weekly Compliance eNewsletter and answers compliance questions that come in from credit unions, as well as managing the InfoSight website that affiliated credit unions use as a resource to learn their compliance obligations at the federal and state level.
Prior to working at the LSCU, Kela worked in the banking industry for approximately 20 years, where she was responsible for managing operations at the branch level.