February 20, 2014
EST / 7:00am
Early Bird $99 / Regular $119 City: Birmingham, AL Location: Alabama Telco Credit Union, Training Room, 1 Riverchase Pkwy South, Hoover, AL 35236
>Contact: Becki Payne, Associational Services Support Specialist >Phone: 866.231.0545 Ext. 2129 >Email: email@example.com
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
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.
3:00 p.m. - 4:00 p.m.
Lending Panel Discussion Lending Programs and Promotions that Get Results
$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
If you have physical, medical, or dietary needs requiring special attention, please contact Adena Whitman at 866.231.0545 x2134 or
firstname.lastname@example.org 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.