February 18, 2014
EST / 6:00am
Early Bird $99 / Regular $119 City: Orlando, FL Location: Fairwinds Credit Union, 135 West Central Blvd., Suite 1220, Orlando, FL 32801
>Contact: Becki Payne, Associational Services Support Specialist >Phone: 866.231.0545 Ext. 2129 >Email: firstname.lastname@example.org
LSCU SAS CU Conference
Business casual dress is appropriate. Remember to bring a jacket or sweater as room temperatures vary.
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
Dave Molitor, Area Financial Manager, Bureau of CU Regulation, Office of Financial Regulation
Paula Rothman, Supervising Examiner, NCUA Bill Berg, VP, Compliance Training & Information, LSCU & Affiliates
10:15 a.m. - 10:30 a.m.
10:30 a.m. - 11:15 a.m.
Legislative & Grassroots Advocacy Update Andy Gonzalez, Grassroots & Political Action Coordinator - FL
11:15 a.m. - 12:45 p.m.
Marketing/Front Line Training for a Better Member Experience Featuring Eric Gagliano, MarketMatch
12:45 p.m. - 1:45 p.m.
Lunch and CU Roundtable - Facilitated Discussion about Best Practices
1:45 p.m. - 2:45 p.m.
Asset Liability Management, Tanya DeVlieger, Corporate One FCU
2:45 p.m. - 3:00 p.m.
3:00 p.m. - 4:00 p.m.
Lending Panel - Lending Programs and Promotions that Get Results
$99 per person early bird (early bird rate expires 1/28/14) $119 per person regular (regular rate begins 1/29/14)
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.
Contact Association Services Specialist, Becki Payne, at 866.231.0545 x2129 or email@example.com.
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.