Small Credit Union Roundtable
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When: Tuesday, May 14, 2019
9:30 a.m. - 3:30 p.m.
Where: Goodwill Industries of Southern Piedmont
5301 Wilkinson Blvd.
Charlotte, North Carolina  28208
United States
Contact: LaTasha Cooper
800-822-8859, ext 427

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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.


Ancin Cooley

Ancin Cooley, CIA, CISA, is the Founder and Principal of Synergy Credit Union Consulting, Inc. Synergy provides a range of risk management services to financial institutions, which include strategic planning, board training, supervisory committee training, loan department audit,  and regulatory exam remediation. As Principal, Ancin manages a growing portfolio of clients throughout the United States. He brings more than 10 years of experience to the industry. Ancin honed his skills while working as a regulatory examiner for the US Treasury. As an examiner, he performed safety and soundness examinations for community and mid size institutions ranging from $100 million to $15 billion in total assets. After leaving regulatory work, Ancin worked for a regional accounting firm where he led internal audits, as well as loan and pre-regulatory examiner reviews.

In recent years, Ancin has focused on helping credit unions grow and thrive with "Execution Centered" Strategic Planning sessions.


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Cost: $40.00



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323 West Jones Street
Suite 200
Raleigh, NC 27603

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


7440 Broad River Road
Irmo, SC 29063

PO Box 1787
Columbia, SC 29202

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