Legislative and Regulatory Forum
January 29 – 30, 2024
The Hermitage Hotel
Legislative and Regulatory Forum is the premier annual event designed to bring credit union leaders together with state and federal lawmakers, regulators, state leaders, and industry experts. Always held in Nashville, just a short walk from the Tennessee State Capitol, this event allows credit unions to hear the most current information affecting our industry.
Exclusive Access to Policymakers
Engage directly with state and federal lawmakers, regulators, and state leaders. This is your chance to voice your concerns, gain insider perspectives, and influence policy that impacts your credit union.
Hear from a handpicked roster of industry experts. These thought leaders will provide the latest information and forward-thinking strategies, ensuring you stay ahead in a rapidly evolving financial landscape.
Connect with peers, share experiences, and forge relationships with other credit union leaders. The forum’s environment fosters a unique community spirit, encouraging collaboration and mutual growth.
Beyond the forum, explore Nashville’s vibrant culture. Its rich history, renowned music scene, and culinary delights make it the perfect backdrop for professional development and relaxation.
Sessions and discussions are specifically designed for credit union managers. Topics cover regulatory changes, emerging technologies, financial trends, and risk management.
Return to your credit union armed with new ideas, strategies, and a deeper understanding of the legislative environment, empowering you to make informed decisions and drive success.
Availability for the Legislative and Regulatory Forum is deliberately limited to ensure an intimate, high-impact experience. This exclusivity fosters more meaningful interactions, personalized discussions, and deeper networking opportunities.
Schedule – All times CST
Monday, January 29, 2024
12:00 - 1:00 pm
1:00 - 4:00 pm
5:00 - 6:30 pm
Tuesday, January 30, 2024
8:00 - 9:00 am
9:00 am – 12:00 pm
About the Speaker
John McKechnie serves as Senior Partner for Total Spectrum, having been with the firm since 2011. In this role, McKechnie represents a wide variety of credit union and financial services providers on Capitol Hill. This follows five years in government as a Presidential appointee at the National Credit Union Administration (NCUA), where he served three Chairmen in the capacity of Director of Public and Congressional Affairs.
NCUA Board Member the Honorable Kyle S. Hauptman
About the Speaker
Kyle S. Hauptman was nominated by the President to serve on the NCUA Board on June 15, 2020. The U.S. Senate confirmed him on December 2, 2020, and he was sworn in as a member of the NCUA Board on December 14, 2020. The NCUA Board approved his designation as Vice Chairman of the NCUA on December 18, 2020.
Prior to his joining the NCUA Board, Mr. Hauptman served as Senator Tom Cotton’s (R-Arkansas) advisor on economic policy, as well as Staff Director of the Senate Banking Committee’s Subcommittee on Economic Policy.
Previously, Mr. Hauptman was Senior Vice President at Jefferies & Co. He worked at Lehman Brothers as a bond trader in New York City as well as in their international offices in Tokyo and Sydney, and served as a voting member on the U.S. Securities and Exchange Commission Advisory Committee on Small and Emerging Companies.
Mr. Hauptman served on President Donald J. Trump’s transition team in 2016 and was Senator Mitt Romney’s (R-Utah) policy advisor for financial services during the 2012 presidential campaign.
Mr. Hauptman holds a Master of Business Administration from Columbia Business School and a Bachelor of Arts from University of California, Los Angeles.
About the Speaker
Megan Balogh (Bay-log) is Vice President, Corporate & Legislative Affairs, at TruStage. In this role, she is responsible for coordinating the development of, and executing on, regulatory and legislative strategy for TruStage. Megan engages strategically with internal and external stakeholders to navigate the public policy environment and advocate for TruStage, insurance, and credit union issues before state and federal legislators and regulators. Megan also provides regulatory counsel to the company’s Executive Benefits group.
Megan joined TruStage in 2013. She earned a bachelor’s degree in business from the University of Nebraska and a law degree from the Nebraska College of Law.
Megan serves on the Board of Directors for the Wisconsin Council of Life
Insurers (WCLI). She is a 2015 graduate of the Credit Union Development Education (CUDE) program, a member of Credit Unions for Kids’ Project 2025, and a former
Board Member for the University of Nebraska Federal Credit Union. Megan is Vice Chair for the American Property Casualty Insurance Association’s Cyber, IT, and Innovation Committee and was a member of the Wisconsin Governor’s Data Privacy and Security Advisory Committee.
Megan and her husband, Brad, live in Madison, Wisconsin, with their three daughters.
231 6th Avenue North
Nashville, TN 37219
Reservations: 1-888-888-9414 and mention the TN Credit Union League
Please make room reservations by January 3, 2024 to get the discounted rate, to get the special rate.
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