Virtual Small Credit Union Summit

Virtual Small Credit Union Summit

Registration Fees
Virtual Event on November 6, 2023 - $35



Corporate America CU


CU Audit and Compliance

Time Description
10:00 A.M.

Samantha Beeler, President LSCU & Affiliates

10:15 A.M.

The Puzzle-Solving Approach that Enables Small Credit Unions to Thrive

Small credit unions are often seen as disadvantaged by a lack of scale. But in fact, many are flourishing. These small credit unions defy stereotypes, leveraging their unique strengths as flexible, committed, member‐focused institutions keyed into the needs of their particular markets and communities. Learn what makes for a small credit union that is not just surviving, but thriving.


Dawn is a passionate credit union evangelist with more than 2 decades in the industry. With experience working with credit unions in a variety of roles ranging from lending, sales, and strategy development, Dawn is an agent of change and strategic partner to credit unions.

Dawn has worked with credit unions of all sizes in her roles at America's Credit Unions Mutual Group; currently serving credit unions in Texas, Oklahoma, and Alabama. She is also the co‐owner of D2 Strategic Services where she facilitates strategic planning sessions for leaders and team building events in credit unions of all asset sizes.

She is pursuing her M.Ed. in Instruc􏰀onal Technology and Human Performance Improvement at the University of West Florida. She calls Pensacola, FL home, where she lives with her husband of 34 years.

11:15 A.M.


11:25 A.M

Enhanced SMall CU Toolkit and White Paper Overview

Avery Ragsdale, LSCU Member Engagement Consultant

11:35 A.M

Hot Topics & Trends Roundtable

This dedicated time allows you to collaborate with your peers on subjects of utmost importance to you, such as cybersecurity, compliance matters, and technology.

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