Board and Committee Leadership Conference
November 7 – 9, 2024
Make plans to join your peers for an education conference designed just for credit union volunteers. The Board & Committee Leadership Conference is set for November 7 – 9, 2024, in the beautiful Blue Ridge Mountains of North Carolina. It features a full range of informative sessions on critical, timely issues with first-rate speakers.
We welcome credit unions associated with the Tennessee League or their respective leagues to participate in this informative educational event. If you are a vendor or third party and would like more information about this event, please contact the Events Team.
Schedule – All times EST
Thursday, November 7
3:00 pm
Registration
5:30 pm
Networking Reception
6:00 pm
Dinner and Family Feud!
Friday, November 8
7:30 am
Registration Open
7:45 am
Breakfast
9:00 am
Welcome & Announcements
9:10 am
Scam Jam
10:00 am
Morning Break
10:15 am
General Session
11:25 am
BSA Annual Training for Volunteers
12:15 pm
Group Lunch
1:15 pm
Concurrent Education Sessions
1:15 pm
Supervisory Committee Session
2:15 pm
Afternoon Break
2:30 pm
General Session
3:30 pm
Explore Asheville!
Saturday, November 9
8:00 am
Breakfast
9:00 am
Closing Keynote
10:00 am
Door Prizes and Conference Close
Speaker Sessions
Scam Jam
Jennifer Inman, Executive Director, Kentucky Financial Empowerment Commission
Jennifer serves as the Executive Director of the Kentucky Financial Empowerment Commission (KFEC). Prior to her role at KFEC, Inman was an educator, teaching business and finance courses at Boone County High School in Florence, KY, and providing financial literacy instruction for Northern Kentucky University. Her dedication to education extended to her involvement with the John Jay Center for Learning, a non-profit technical education center in Portland, IN. Inman has an extensive career in banking, accounting, and financial management.
Economic Update
Phillip Cochran is the Senior Vice President/ Chief Investment Officer (CIO) at Volcorp.
While managing VolCorp’s investment portfolio and liquidity, Phillip also directs the marketing, sales, analytics, accounting and support functions of all VolCorp investment services to both client credit unions and client corporate credit unions. Joining VolCorp in August of 2004, Phillip has served in the Consulting Department as well as the Investment Department. He was named Chief Investment Officer in 2010, and Senior Vice President in 2016. He also sits on the CU Investment Solutions LLC Board of Managers. Prior to joining the corporate, Phillip was an investment manager at a private investment firm in the Nashville area.
Phillip is also a veteran of the United States Marine Corps. Phillip has a Bachelor of Business degree, with a focus in finance, from Belmont University, a Masters of Science of Accounting from Maryville University and holds FINRA Series 7 and 63 securities licenses.
Bank Secrecy Act Training for Volunteers
Eileen Burden, Manager of Compliance Kentucky’s Credit Unions
leaders of your credit union, it is incumbent on you to comply with the requirements under the Bank Secrecy Act and other anti-money laundering (AML) rules and regulations in order to maintain proper oversight of your credit union’s BSA compliance program. In this session, we’ll examine the applicable BSA/AML laws, rules, and regulations; discuss the elements of a strong BSA compliance program and examiner expectations; and review recent enforcement actions related to violations of the BSA and other anti-money laundering provisions.
Living in an On-Demand World
Scott Young, Valera
Patrick Henry
As a former Nashville songwriter and humorist on the SiriusXM Radio Family Comedy Channels, Patrick Henry brings a unique blend of humor, music, and message to his audiences to create an event that is full of energy and actionable ideas.
Supervisory Committee Session
Steve Eddings has been a part of the TN Department of Financial Institutions for over 37 years. He started in the banking division but transferred to credit unions after 10 years to further enhance his knowledge in the Financial Industry. Steve held positions as the Division Manager, Supervisory Examiner, and Special Examiner of Large Institutions and was promoted within each Examiner Field position. Steve currently serves as the Supervisory Examiner.
Family Feud Thursday Entertainment
Bringing you live-action fun from one of the most popular game shows, Family Feud. Teams will compete to quickly guess the answers to a survey question asked to 100 people to win points for their team.
Embassy Suites by Hilton Asheville Downtown
Situated in Downtown Asheville, the hotel is within walking distance of shops, restaurants, and entertainment venues. The Biltmore Estate is just a 10-minute drive away. Guests can enjoy spacious suites, complimentary made-to-order breakfast, and evening receptions. Additionally, the rooftop restaurant, Soprana Rooftop Cucina, offers Italian cuisine with stunning views of the Blue Ridge Mountains.
ROOM RATE: $339 per night plus tax
Reservation Deadline: October 17, 2024
Please register to attend the event at the same time you book your hotel room.
Reservations are made on a first-come, first-served basis and will sell out quickly so book soon!
Book by Phone
Book Online
Reservation Deadline: Thursday, October 17th, 2024
We welcome credit unions associated with the Tennessee League or their respective leagues to participate in this informative educational event.
If you are a vendor or third party and would like more information about this event, please contact the Events Team.