Southeast Directors & Supervisory Committee Conference
August 12-15, 2018
Sunday – Wednesday
The Southeast Directors & Supervisory Committee Conference, formerly the LSCU & Affiliates Supervisory Committee Conference, provides a full agenda of the latest information and updates regarding credit union auditing, compliance, and fraud. Whether you are a new supervisory committee member, director, board member, or you are a ‘seasoned’ volunteer, attendance at this group-live event will most definitely enrich your contributions to your credit union. With a wide variety of speakers and topics, you’ll better your knowledge to help keep your credit union secure and strong. Some knowledge of the credit union industry is assumed and no pre-requisites are required.
Who Should Attend
Supervisory committee members, directors, board members, credit union managers, internal auditors, and compliance officers.
|6’ Tabletop Display
Includes: two full conference registrations that allow you to attend the sessions and interact with the attendees.
Don first worked with Brett Christensen at Clark County Credit Union as one of his original hires and a member of his first sales team. While at CCCU, Don quickly moved through the ranks at the credit union, working in all areas of Sales and Lending. He eventually founded a CUSO owned by CCCU– Members Auto Brokerage Service, Inc.
Don joined up with Red Rocks Credit Union in Highlands Ranch, CO in 2007 and helped RRCU to establish a vibrant sales culture while transforming the Credit Union from full retail delivery to offering 100% of consumer loans and member service through remote delivery channels. This effort drove down operational expenses, reduced the FTE count, increased loans, total assets and net income.
Ancin Cooley, CIA, CISA, is the founder and principal of Synergy Credit Union Consulting, Inc. Synergy provides a range of risk management services to financial institutions, which include outsourcing credit analysis, IT audits, internal audits, and loan reviews. He brings more than 10 years of experience in the industry.
Ancin honed his skills while working as an examiner, performing safety and soundness examinations for institutions ranging from $100 million to $8 billion in total assets. He holds both the Certified Internal Auditor (CIA) and Certified Information Systems Auditor (CISA) designations. He is a member of the Institute of Internal Auditors, Appraisal Institute, and Risk Management Association.
Partner of Smith, Debnam, Narron, Drake, Saintsing & Myers
Franklin has been a partner in the Raleigh, NC law firm of Smith Debnam Narron Drake Saintsing & Myers since 1994, following a 16 year practice specializing in creditor’s rights, bankruptcy, and repossession law in Louisville, KY. There, he was senior vice president of William Mapother’s law firm. For the last 30 years, he has lectured regularly at practical training courses, bankruptcy, and regulatory compliance programs and webinars. His articles on the practical application of laws and regulations to credit union procedures have appeared in state bar magazines, nationally distributed newsletters, and online. For the past 31 years, Frank has advised and represented most of the major secured and unsecured financers on secured lending, bankruptcy and regulatory compliance matters.
Todd currently serves as a Sales Executive for CUNA Mutual Group. He has 23+ years of industry experience leading credit union’s efforts to create, coordinate and execute their strategic plans. Direct experience with leading strategic planning process, product development and implementation, building Executive and Board level relationships, design and implementation of member-focused culture, and leadership of more than 20 employees.
While being employed with CUACG as an auditor, Nicole was promoted to Audit Manager of Florida and Georgia. She has been with the company for a year and a half, and she has audited credit unions in Tennessee, Mississippi, Alabama, Georgia, and Florida. She has conducted several different types of audits to include Interim Audits, Internal Audits, Supervisory Committee Audits, BSA, ACH, SAFE Act, and ACH Risk assessments. She graduated from Austin Peay State University with a bachelor’s degree in accounting and will be obtaining her Masters and CPA in the near future.
Mike joined the League of Southeastern Credit Unions in 2015 as the Director of Regulatory Advocacy. Mike served as law clerk for the Alabama Securities Commission and taught in Romania during his time with the Peace Corps. Prior to joining the League, Mike worked in a private law practice in Cullman, Alabama. Mike holds a Bachelor’s degree in Public Relations from the University of North Alabama and a Juris Doctorate from Faulkner University’s Jones School of Law.
Laura has more than 30 years experience working with not-for-profit organizations in member relations, business development, communications, training, and fund-raising positions. Currently, Laura serves as Vice President, Shared Branching, CU Service Centers of Alabama. In this role, she facilitates cooperation among Alabama credit unions in the design, development, and operation of shared branching; functions as the chief operating officer in the management of shared branching activities; develops and executes strategies to increase the number of credit union members with access to shared branching; and conducts training on CO-OP Shared Branching network policies and procedures. Laura previously served as the VP, Membership Relations for the League of Southeastern Credit Unions.
She is a graduate of The University of Alabama at Birmingham with a major in English and a minor in communications. Laura completed the National Credit Union Foundation’s Credit Union Development Educator (CUDE) program in 2012 and is a Certified Credit Union Financial Counselor.
Mark is a senior executive benefits specialist for CUNA Mutual Group’s national accounts, working with the organization’s largest credit union clients to design and execute successful benefit strategies. His diverse background outside the credit union space, along with the experience he’s gained through his work with CUNA Mutual Group and Allegacy Services, LLC has allowed him to build strong relationships with many existing credit unions.
Mark joined CUNA Mutual Group in 2005 as regional vice president. Prior to assuming his current position in November 2011, Mark worked as a sales manager for CUNA Brokerage Services, Inc. (CBSI) for the southern region. Mark has also served as the director of financial institutions’ business development for CUNA Mutual Group’s Asset Accumulation division. His previous responsibilities have included the acquisition of large credit unions for CBSI, key relationship management of the dual-employee CBSI channel and oversight and management of CBSI’s Credit Union Sales and Support team (CUSS).
Prior to joining CUNA Mutual Group, Mark spent four years as president and CEO of Allegacy Services, LLC, a wholly owned subsidiary of Allegacy Federal Credit Union in Winston-Salem, N.C. Before that he worked for Salomon Smith Barney for one and a half years and for Wachovia for nearly 20 years. At Wachovia, Mark served as senior vice president for capital markets.
Mark is based in Winston-Salem, N.C. and holds a bachelor’s degree in business from the University of North Carolina-Greensboro. He also earned an associate degree from Surry Community College in Dobson, N.C. He is FINRA securities registered and holds Life, Health, and Variable Products licensing.