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COUNCIL CONFERENCES
Marketing & BD Council: March 17-20, 2024 | Las Vegas, NV
HR & Organizational Development Council: April 21-24, 2024 | St. Pete Beach, FL
Finance Council: May 19-22, 2024 | Orlando, FL
CEO Conference: September 18-20 | Phoenix
Compliance & Risk September 24-26 | Chicago
Technology and Operations & MX October 6-9 | Disneyland
Lending Conference | November | Location TBD



VIRTUAL ROUNDTABLES
Open to all Council members unless indicated otherwise


March 21: Pricing Loans & Deposits to Balance Liquidity and Margin
March 28: (CEO Council only) Leveraging LID and the CDFI to Help Members
April 3: Evolution of Employee Mental Health & Wellness
April 16: Flexible Work Arrangements
April 23: Marketing Your Way Through A Merger
May 2: Is it time for a new loan origination system?

LIVE CHATS 
These are listed in alpha, not chronological, order

Bi-monthly, first 2024 dates open now!
CEO Council Chat Apr 2
Compliance & Risk Chat April 9
Finance Chat April 16
HR & Org. Dev. Chat April 30
Lending Chat March 7
Marketing & BD Chat March 12
Ops & MX Chat March 21
Technology Chat: March 26

See full Event Calendar

MEMBER RESOURCE ARCHIVES
Virtual Roundtable Video + Slides
Live Chat Video, Slides + Transcripts
White Paper Library

Latest Discussions

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  • Credit unions across the country are experiencing a huge increase in account takeovers with losses ranging ...

  • We stop all mail as soon as we get the BK notice. For the few members that still want statements, we ...

  • I would also file a new SAR rather than a continuous activity SAR. But I would reference the original ...

  • Hello! Does anyone use a vendor to help with the unclaimed property process? If so, who do you recommend? ...

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