Southeast Leadership Development Conference (SLDC)

Virtual IRA Workshop

August 31 - September 2, 2022
The Grand Hotel Golf Resort & Spa
Point Clear, AL

Early Bird (EB) Attendee - $649 *Early Bird cut-off date 6/15/22
Attendee - $699
Guest - $299
YP - $499

Open to credit union CEOs, C-Suite executives, leadership, young professionals, and volunteers of credit unions. This conference is designed to provide leaders with thought-provoking topics and ideas they can use. SLDC is perfect for anyone looking for motivation, inspiration, and information targeted to assist credit union leaders.

Credit Union Attendees & Guest Registration


Wednesday, August 31st

Time Description
6:30 a.m. - 7:00 a.m. Southeast Credit Union Foundation (SECUF) Charity Golf Tournament Registration
7:00 a.m. - 8:00 a.m.

Southeast Credit Union Foundation (SECUF) Charity Golf Tournament Breakfast

8:00 a.m. - 12:00 p.m. Southeast Credt Union Foundation (SECUF) Charity Golf Tournament/Shot Gun Start
9:00 a.m. - 5:30 p.m. Welcome Center/Registration Open
9:00 a.m. - 2:00 p.m. Exhibitor Registration
10:00 a.m. - 3:00 p.m. Booth Set Up
3:00 p.m. - 5:00 p.m. Exhibitor Set-Up for (38) exhibits
  Lunch On Your Own
2:00 p.m. - 3:00 p.m.

Breakout Session

Recruiting and Retaining an Engaged Workforce
Dr. Melissa Furman, MS, DBA
Founder/Consultant, Career Potential, LLC

2:00 p.m. - 3:00 p.m.

Breakout Session

A Crash Course in CU Management: The Playbook for 2023 and Beyond
Ancin Cooley, CIA, CISA
Founder and Principal of Synergy Credit Union Consulting, Inc.

2:00 p.m. - 3:00 p.m.

Breakout Session

Cryptocurrency 101
David Pace
Manager of Regulatory Advocacy, LSCU & Affiliates

3:00 p.m. - 3:30 p.m.


3:30 p.m. - 4:30 p.m.

Breakout Session

Get to the Point: How to Identify, Sharpen, and Champion Your Most Important Ideas
Joel Schwartenberg
Presentation Coach

3:30 p.m. - 4:30 p.m.

Breakout Session

Contact Center - Improve Member Experience and Security without Compromises
Milind Borkar
Founder & CEO, Illuma

3:30 p.m. - 4:30 p.m.

Breakout Session

Improving Adaptability, Grit, and Resiliency to Maximize Performance
Dr. Melissa Furman, MS, DBA
Founder/Consultant, Career Potential, LLC

4:45 p.m. - 5:00 p.m. Exhibitor Pre-Con
5:00 p.m. - 6:30 p.m. Exhibit Hall Grand Opening Reception
  Dinner On Your Own

Thursday, September 1st

Time Description
7:45 a.m. - 3:00 p.m. Welcome Center/Regitration Open
7:45 a.m. - 8:30 a.m.


8:30 a.m. - 10:00 a.m.

General Session

Inspiring a Relatable Workforce
Rachel DeAlto
Relationship and Communications Expert, Media Pedrsonality and Consultant

Zoomed in. Checked out. Engaging and connecting a far-flung workfplace and is on the top of every company’s to-do list. Or, at least, it should be, because whenever teams feel overwhelmed, underserved, and misunderstood, the wheels start to come off the bus. Productivity goes down, sick days go up, great employees jump ship, and morale descends into a gut-wrenching spiral.

Connect your teams to the most powerful tool they have for finding happiness, meaning, productivity, and success: each other.

In this keynote, relationship expert and relatable author Rachel DeAlto will show you how to inspire an energized workforce that happily engages, collaborates, innovates, and thrives—no matter where they work. The world has changed. Work has changed. Is your organization ready?

10:00 a.m. - 10:30 a.m.


10:30 a.m. - 11:30 a.m.

CEO Roundtable (All Asset Sizes)

10:30 a.m. - 11:30 a.m.

Directors Roundtable

10:30 a.m. - 11:30 a.m.

Breakout Session


11:45 a.m. - 1:15 p.m.

Advocacy Lunch

1:30 p.m. - 2:30 p.m.

Breakout Session

Relatable Workplace
Rachel DeAlto
Relationship and Communications Expert, Media Pedrsonality and Consultant

Take a deeper dive into what it means to create a relatable workplace. Drawing from Rachel DeAlto’s proprietary personality assessment, attendees will learn their social superpower, their relatability index, and how to use that knowledge to connect more effectively with their teams and members. Creating a relatable workplace is about much more than being friendly or approachable, it’s about fully understanding and customizing your interactions with each person you encounter. This session will assist leaders in enhancing their capacity to connect with people, develop better connections, and establish a more supportive workplace.

1:30 p.m. - 2:30 p.m.

Breakout Session

TBD/Purpose, Productivity, and Progress: The New Blueprint for Career Fulfillment
Ancin Cooley, CIA, CISA
Founder and Principal of Synergy Credit Union Consulting, Inc.

1:30 p.m. - 2:30 p.m.

Breakout Session

John Ballantyne

2:30 p.m. - 2:45 p.m.


2:45 p.m. - 3:45 p.m.

General Session

Options for Fee Income

4:00 p.m. - 6:00 p.m. Exhibit Hall Reception
6:00 p.m. - 8:00 p.m. Exhibit Breakdown
8:00 p.m. - 10:00 p.m. Southeast Credit Union Foundation (SECUF) & LSCU PAC Networking Event

Friday, September 2nd

Time Description
8:00 a.m. - 9:00 a.m. Breakfast
8:00 a.m. - 9:00 a.m.

Welcome Center/Registration Open

9:00 a.m. - 10:30 a.m.

General Session

A Chance of Awesome: How Changing the Way You See Changes Everything
Jason Kotecki, Artist, Author & Speaker


The Grand Hotel Resort and Spa
One Grand Blvd.
Point Clear, AL 36564

Room Rates: $223 - $293 (depending on your reservation)

Cut-off date: Monday, August 8, 2022 (you will not be able to book at our discounted rate after August 8th)

Marriott Central Reservations: (855) 999-0490

Some of the items the Resort fee covers are:

Fitness Center 24x7 for guests 16 and older.
Indoor & outdoor pools
Bicycle rental (First hour is complimentary)
Tennis court usage is complimentary (reservations are required)
Complimentary wireless and wired Internet access in Guest Rooms
Parking Fees: Complimentary self parking on and offsite/$25 for valet parking
Cut-off date to receive the discounted group rate is October 31, 2022. After this date, rooms and rates are based upon availability
Hote room reservation can be changed or cancelled up to 5 days prior to arrival. If reservation is canceled within the 5 days prior to arrival, one night's room fee will be charged
Check-in time is 4:00 p.m. (CDT) and check out is 11:00 a.m. (CDT)

Book Now

Sponsorship Opportunities

Sponsorship opportunities are available for this event under page 22-23 of our Sponsorship Kit. For sponsoship inquiries please contact

Cancellation Policy

All cancellations will incur a non-refundable $75 administrative fee through August 1, 2022. Any cancellations after August 1, 2022, are non-refundable.


Azalea Golf Course

About the Tournament
The Southeastern Credit Union Foundation (SECUF) Charity Golf Tournament will take place on Wednesday, August 31, 2022, at the legendary Robert Trent Jones Golf Trail at The Lakewood Club at the Grand Hotel, located on property at the Grand Hotel Golf Resort & Spa on Alabama's Gulf Coast. Rolling fairways, tightly mowed greens, spring-fed lakes, meandering streams, and stands of mature trees make the 36 holes of Lakewood both beautiful and challenging.

Registration Fee: $250
Mulligan Package (Optional Add On): $40.00 (Includes 3 Mulligans and 2 Raffle Tickets)
Check-in: 6:30 a.m.
Breakfast: 7:00 a.m.
Shotgun Start: 8:00 a.m.

This year’s prizes include:

1st place team - $100 per person
2nd place team - $75 per person
3rd place team - $50 per person
$50 for Longest Drive (male and female)
$50 for Closest to Pin (male and female)
$100 for the Putting Contest Winner
50/50 Raffle

Your Registration includes Swag Bag, Light Breakfast, unlimited beer and sodas, 2 cocktail drink tickets, a Grab & Go Lunch, and automatic entry into the Putting Contest.

Club rentals are $45 per person and paid directly to the golf club the morning of the tournament. No shoe rental available.







Ancin R. Cooley

Ancin Cooley

Ancin Cooley, CIA CISA, is the Founder and Principal of Synergy Credit Union Consulting, Inc. Synergy helps credit unions grow and thrive by helping them manage risk, increase profits, and help members. Synergy accomplishes this through a suite of services that includes Director Training, Strategic Planning, Enterprise Risk Management, Internal Audits, and Regulatory Compliance Reviews. As principal, Ancin manages a growing portfolio of clients throughout the United States and Caribbean. He brings more than 20 years of experience to the financial services industry. Ancin honed his skills while working with the US Treasury Dept. At the Treasury, he performed examinations for financial institutions ranging from $1 million to $8 billion in total assets. After leaving the Treasury Dept. Ancin worked for a regional accounting firm where he led internal audits, as well as loan and pre-regulatory examination reviews.

When not advising clients, training for triathlons, or spending time with his family, Ancin designs and conducts trainings for the Credit Union industry. In addition, he is a well sought-after expert contributor to a host of financial publications. He has most recently been featured in Forbes Magazine and the Credit Union National Association. Ancin is originally from New Orleans, LA. But he currently lives in Chicago, IL.

Dr. Milind Borkar

Dr Milind Borkar
Founder and CEO, Illuma

Dr. Milind Borkar is the Founder and CEO at Illuma, a CUSO specializing in real-time voice authentication and fraud prevention solutions for credit unions. The flagship product, Illuma ShieldTM, replaces traditional knowledge-based authentication practices with an effortless and secure voice biometric solution. The net result is an elevated member experience, enhanced security, and improved operational efficiency. Illuma ShieldTM has been showcased at multiple premier fintech events such as FinovateSpring and FinovateFall. Illuma ShieldTM has won Best in Show at VentureTech 2019, the 2022 Innovation Series Award in the Member Experience category, and the 2022 NACUSO Next Big Idea Award. Illuma is the exclusive provider for CUNA Strategic Services and has industry endorsements in 34 U.S. states.

Prior to Illuma, he received his Ph.D. in Electrical and Computer Engineering from the Georgia Institute of Technology in 2008, after which he worked at Texas Instruments in roles spanning R&D, Marketing, and Business Development. He has launched 50+ hi-tech products, is an inventor on 21 patents, and an author on 14 technical publications.

Jason Kotecki

Jason Kotecki
Artist, Author & Speaker

Jason Kotecki is a professional reminder-er and permission granter who moonlights as an artist, author and professional speaker. Jason and his wife Kim have made it their mission in life to help people and organizations break free from Adultitis to build better lives, businesses, and teams.

Jason's colorful art has been collected and licensed all over the world, and his insights have been featured in publications like Inc. and Woman's Day. He is the author of six books, including Penguins Can't Fly+ 39 Other Rules That Don't Exist, which has been translated into languages he can't even read. His newest book, A Chance of Awesome: How Changing the Way You See Changes Everything was released in the fall of 2019.

As a speaker, Jason works with organizations to beat burnout and become more innovative by breaking rules that don't exist. He is recognized by the National Speakers Association as a Certified Speaking Professional® (CSP). Only the top 10% of speakers in the world have this designation, which is the profession's highest earned international measure of platform competence. CSPs are held to the highest ethical standards, and bring a proven track record of expertise and excellence.

An avid eater of sugar-laden cereal, Jason enjoys Star Wars, soft t-shirts, and brand new tubes of paint. He and Kim homeschool their three weird kids and live by the big lake in Sheboygan, Wisconsin, where they eat way too many cheese curds.

Dr. Melissa Furman, MS, DBA

Dr Melissa Furman
Professor, James M. Hull College of Business, Augusta University & Founder/Consultant, Career Potential, LLC

Dr. Melissa Furman’s passion for guiding individuals with career, professional, and leadership development inspired her to launch Career Potential to help individuals achieve and organizations succeed. As the owner of Career Potential, Dr. Furman delivers highly engaging sessions at state, national, and international conferences in in addition to providing consulting and training services.

Dr. Furman is not your usual “academic”. She utilizes her research and subject-matter expertise related to generational diversity, unconscious bias, career and leadership development, and emotional intelligence to have a positive, practical impact on organizations and individuals alike.

Dr. Furman served as the assistant dean and currently serves as a faculty member at the James M. Hull College of Business at Augusta University in Augusta, Georgia. She also serves as an affiliate faculty member for the Professional Education division at GA Tech and the Kenan-Flagler Executive Education division at UNC-Chapel Hill. Dr. Furman has previously served in a variety of roles at other universities such as Emory University, The University of Georgia, and Johns Hopkins University. She obtained her Doctorate of Business and Masters of Science in Professional Counseling from Georgia State University and her Bachelor of Arts degree in Psychology from Susquehanna University.

Rachel DeAlto

Rachel DeAlto
Relationship Expert, Media Personality, and Speaker

Rachel DeAlto is a relationship expert, media personality, and speaker. She is the author of “relatable: How to Connect with Anyone Anywhere (Even if It Scares You)” (Simon & Schuster’s Tiller Press, Fall 2021).

Rachel has appeared as a relationship expert on Lifetime’s Married at First Sight and TLC’s Kate+Date.

Rachel DeAlto maintains a law degree, a Master’s in psychology, and an influential social media presence, engaging and inspiring over150,000 active followers over her platforms.

In addition to her regular appearances, Rachel has also been featured on a multitude of media outlets including The TODAY Show, Access Hollywood Live, and Fox News. She has also given three TEDx talks including Being Authentic in a Filtered World which is featured on

David Pace

David Pace
Manager of Regulatory Advocacy

David Pace graduated from Georgia State University in 2020 with a Bachelor of Business Administration with a concentration on Finance. While in college he worked for Associated Credit Union as a Risk Management Assistant. After graduating he got a job with the Nebraska Department of Banking and Finance as a FinTech Examiner who specialized Money Service Businesses and cryptocurrency companies. He is now the Manager of Regulatory Advocacy with LSCU.

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