Small Credit Union Roundtable
Wednesday, August 20, 2014
Doors open at 9:30 a.m.; Starts at 10:00 a.m.
Blue Flame Credit Union
4301 Yancey Road
Charlotte, NC 28217
Phone: 800-235-4290 x.427
Online registration is closed.
Small credit unions have unique challenges. To foster mutual success, the Small Credit Union Roundtable provides an open, cooperative environment for candid discussion of challenges and opportunities, including timely topics submitted by participants. Send discussion suggestions to email@example.com.
NEW DATE & LOCATION!
The August 20 Small Credit Union Roundtable will be held on Piedmont Natural Gas campus in the John H. Maxheim Natural Gas Technology Center.
Parking is across the street from the Blue Flame Credit Union building. Once parked, please cross the street and enter through gate. Then walk to the right between the buildings on the wide sidewalk. You should see the name of the building on the wall. Continue to the double glass doors and the meeting room is on the left.
If you need assistance onsite, please contact Blue Flame CU at 704-523-0075.
Participant cost is $35 per person and includes lunch.
Download the PDF version.
| 9:30 - 10:00 am|| || Registration|
10:00 - 10:30
Welcome, Announcements & Updates
Lucile Beckwith, Small CU Roundtable Chair
CEO, Palmetto Trust FCU
Credit Union Concerns: The Bottom Line
10:30 am -
Scott Wood, Portfolio Strategist
First Carolina Corporate Credit Union
12:00 noon - 1:00 pm
Working Lunch: Compliance Update
Jeanne Couchois, VP Compliance & Regulatory Counsel
Carolinas Credit Union League
1:00 - 2:00 pm
Our Members Aren't Borrowing
Bill Farley, Sales Manager, CUNA Mutual Group
Beverly Culpepper, Sales Executive, CUNA Mutual Group
2:00 - 2:15 pm
2:15 - 3:30 pm
Small Credit Union Discussion (Closed Session)
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