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Small Asset Size CU Conference, Birmingham, AL

Business casual dress is appropriate. Remember to bring a jacket or sweater as room temperatures vary.

Small Asset Size Credit Union Conference Agenda  
   
8:15 a.m. - 8:30 a.m. Registration and Breakfast  
8:30 a.m. - 8:45 a.m. Welcome and Introductions

8:45 a.m. - 10:15 a.m.

 

Regulatory and Compliance Update
Larry Morgan, Administrator, Alabama Credit Union Administration
Robert Parrish, Supervising Examiner, NCUA
Scott Morris, Director of Regulatory Affairs, LSCU & Affiliates
10:15 a.m. - 10:30 a.m. Break
10:30 a.m. - 11:15 a.m. Legislative & Grassroots Advocacy Update
Blake Westbrook, Grassroots & Political Action Coordinator - AL, LSCU & Affiliates
11:15 a.m. - 12:45 p.m. Marketing/Front Line Trainig for a Better Member Experience
Eric Gagliano, MarketMatch
12:45 p.m. - 1:45 p.m. Lunch and Credit Union Roundtable
Facilitated Discussion about Best Practices
 1:45 p.m. - 2:45 p.m. Asset-Liability Management
Shirley Senn, Corporate America CU
2:45 p.m. - 3:00 p.m. Break
3:00 p.m. - 4:00 p.m. Lending Panel Discussion
Lending Programs and Promotions that Get Results

Educational Investment
$99 per person early bird (early bird rate expires 1/30/14)
$119 per person regular (regular rate begins 1/31/14)

Walk-ins accommodated on a space available basis.

Registrant Cancellation Policy
All cancellations must be in writing and received 5 business days prior to the event. No refunds will be issued after this date. Substitutions are always welcome.

Educational Assistance
Scholarships
Through the Southeastern Credit Union Foundation, credit unions in Alabama and Florida can apply for scholarships to attend educational events. The scholarships will be rewarded to those individuals who best exemplify the credit union philosophy, and whose attendance at approved programs would be beneficial in the perpetuation of credit union goals and ideas on an as-needed basis. To apply for a scholarship please click here or contact Laura Vann, LSCU VP, Cooperative Initiatives, 866.231.0545 x2181.

Small Asset Sized (SAS) CU Initiative Account
SAS credit unions ($50 million in assets or less) may apply a portion of their $500 SAS CU Initiative Account to the registration fee for this event or any LSCU or League Service Corporation product and/or service. As LSCU bills your credit union for the events/services used, your credit union can simply write on the invoice that it is to be paid out of your LSCU Small Credit Union Initiative Account. The League’s accounting staff will keep track of the expenditures from your account.

Questions
Contact Association Services Specialist, Becki Payne, at 866.231.0545 x2129  or becki.payne@lscu.coop.

Special Needs
If you have physical, medical, or dietary needs requiring special attention, please contact Adena Whitman at 866.231.0545 x2134 or adena.whitman@lscu.coop for proper arrangements to be made.
For more information regarding administrative policies, such as concerns, refund, and program cancellation please contact us at 866.231.0545 x2110.

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