Small Credit Union Roundtable
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 Export to Your Calendar 10/30/2019
When: Wednesday, October 30, 2019
9:30 a.m. - 3:30 p.m.
Where: Map this event »
Family Trust Center
225 West White St.
Rock Hill, South Carolina  29730
United States
Contact: Barbara Lehew
800-822-8859, ext 419

Online registration is available until: 10/29/2019
« Go to Upcoming Event List  

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.

Cost: $50.00



9:30 – 9:50 a.m.      Registration

10:00 - 11:00           Small Credit Union Focus - Update with Dan Schline 
                                  Dan Schline, President & CEO, Carolinas Credit Union League 

Dan and several of his dedicated staff would like to give the small credit union CEO’s an update. They’ll introduce
                                  you to new members of the team, update the group on the resources available to small credit unions through the
                                  League, and facilitate open discussion on future opportunities. They have some exciting information to share!  


11:15 – 11:55          CECL – Let’s get REAL! A Step-By-Step Guide for Small Credit Unions on Preparing for the New Credit Loss Model
                                Mark Brown, CFO, Vizo Financial CCU
                                Alicia Moore, Sr. Consultant, CECL
                                Casey Tutor, VP Accounting Product Development and Analytics, ARCSys

Are you tired of attending CECL seminars and still not really understanding what it is all about?  What do you need to do right now to prepare for CECL?  What data SPECIFICALLY should you be collecting right now?  What in the world is “Vintage Model”, “Regression Analysis”, “WARM”? 

Have no fear – YOUR CECL team is here!  We are going to give you a simplified, easy to understand guide to getting ready for CECL.  By the time you leave, you will have some great resources and information to help you begin your CECL preparation process!   

12:00 – 12:30          Lunch

12:35 – 2:00            CECL (continued)

2:10 - 3:00              Open CEO Discussion (Share and Learn)

Contact Us


323 West Jones Street
Suite 200
Raleigh, NC 27603

800-822-8859 Phone
919-573-0474 Fax


PO Box 1787
Columbia, SC 29202

800-822-8859 Phone
803-732-4268 Fax