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Small Credit Union Roundtable
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Small Credit Union Roundtable


When: Wednesday, August 20, 2014
Doors open at 9:30 a.m.; Starts at 10:00 a.m.
Where: Blue Flame Credit Union
4301 Yancey Road
Charlotte, NC  28217
United States
LaTasha Cooper

Phone: 800-235-4290 x.427

Registration Information
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


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 Instructions:

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 - 
 12:00 noon
 Investing 101
 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
 Refreshment Break 

 2:15 - 3:30 pm
 Small Credit Union Discussion (Closed Session)


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