Credit Unions
2013 Spring Orientation

March 19-20, 2013
Dallas

If you are new to your credit union or the credit union movement, this seminar will provide invaluable insight on the wide array of benefits as well as products and services that Texas Credit Union League/Credit Union Resources has to offer. It is open to credit union staff or volunteers on every level whether teller, CEO, board member or chairman of the board.

Breakout sessions on the second day spotlight the products and services Credit Union Resources offers. Attendees will hear an overview of all services in the morning and then have the opportunity to sit in an expanded session in the afternoon with the two departments they are most interested in.

Location

Texas Credit Union League
10th Floor Boardroom
4455 LBJ Freeway
Dallas, TX 75244

For lodging information, click here. Dress is business casual.

Agenda

Tuesday, March 19, 2013  
10:30 - 11:30 am Welcome and Credit Union System Overview
  Karen Hart, Executive Vice President Associations Services & CFO
Texas Credit Union League
11:30 - 11:40 am Break
11:40 - 11:50 am 
 
 
 		 Overview of Texas Credit Union League and Introduction of Managers
Karen Hart, Executive Vice President Assocation Services & CFO
 
  • CU Relations, Mike Delker, Senior Vice President
  • ALM, Debbie Rightmire, Vice President
  • PR/Communications
  • Training & Events, Janine McBee, Senior Training Director
  • League Representatives, Dennis Konarski, Vice President
  • Small Credit Union Development, Linda Winkfein, Vice President
  • Research, Rick Grady, Vice President
  • Texas Credit Union Foundation, Courtney Moran, Executive Director
11:50 - 12:00 pm Councils
  Mike Delker, Senior Vice President
12:00 - 12:20 pm ALM
  Debbie Rightmire, Vice President
12:20 - 12:50 pm Lunch - On-site
12:50- 1:50 pm Advocacy
  Tom Haider, Executive Vice President
 
  • Advocacy
  • Regulatory & Compliance, Suzanne Yashewski, Senior Vice President
    • Information Central
1:50 - 2:10 pm PR/Communications
2:10 - 2:20 pm Break
2:20 - 2:40 pm Training & Events
  Janine McBee, Senior Training Director
2:40 - 3:00 pm League Representatives
  Dennis Konarski, Vice President
3:00 - 3:20 pm Small Credit Union Development
  Linda Winkfein, Vice President
3:20 - 3:30 pm Break
3:30 - 3:50 pm Research
  Rick Grady, Vice President
3:50 - 4:10 pm Texas Credit Union Foundation
  Courtney Moran, Executive Director
4:10 - 4:30 pm Tour Texas Credit Union League Offices
  Mike Delker, Senior Vice President
Tom Hodge, Senior Vice President
   
Wednesday, March 20, 2013  
9:00 - 9:30 am Group Breakfast - on site
9:30 - 9:55 am
 
 		 Welcome - Overview of Credit Union Resources and Introduction of Managers
Bob Gallman, Executive Vice President, Chief Business Services Officer & COO Credit Union Resources
 
  • Business Center, Willie Skeins, Assistant Vice President
  • Business Partners, Tom Hodge, Senior Vice President
  • CUER, Staffing and HR Consulting, Susan Looney, Vice President
  • Financial & Technology Resources/Shared Compliance Resources, Chad Stanislav, Vice President
  • Marketing Resources, Steve Stovall, Assistant Vice President
  • Remote Transaction Resources, Brian McCue, Vice President
  • OnBalance, Karen Houston-Johnson, Vice President
9:55 - 10:15 am Break and Sign up for break-out sessions for these areas:
 

Breakout Session I

  • F&TR, Shared Compliance Resources
    or
  • OnBalance
  Breakout Session II
  • Marketing Resources, Business Center
    or
  • Remote Transaction Resources
10:15 - 11:00 am
 		 Credit Union Employment Resources - Staffing and HR Consulting Services
Susan Looney, Vice President
11:00 - 11:10 am Break
11:10 - 11:50 am Breakout Session I
 
  • Financial & Technology Resources/Shared Compliance Resources
    Chad Stanislav, Vice President
    10th Floor Boardroom
  • OnBalance
    Karen Houston-Johnson, Vice President, Howard Bufe, Assistant Vice President
    11th Floor Executive Conference Room
11:50 - 12:20 pm Lunch - On-site
12:20 - 1:00 pm Breakout Session II
 
  • Marketing Resources/Business Center
    Steve Stovall, Assistant Vice President
    Vicky Morris, Vice President
    Willie Skeins, Assistant Vice President
    10th Floor Boardroom
  • Remote Transaction Resources
    Brian McCue, Vice President
    11th Floor Executive Conference Room
1:00 - 1:10 pm Break
1:10 - 2:00 pm Business Partners
  Tom Hodge, Senior Vice President
Wrap-Up; Cash Prize Drawing - Must be present to win

 Questions? 

For more information, call Bonnie Cox at (800) 442-5762, ext. 6421.