Close this search box.

Southeast Regional
Directors’ Conference

July 23 – 26, 2023 

Peabody Hotel • Memphis, TN

Welcome to the Southeast Regional Directors Conference, which features a full range of informative educational sessions on critical, timely issues related to the economy, lending environment, and more.

Located in the historic area of Memphis, conference attendees will experience a unique opportunity for professional development while enjoying the sights, sounds, and flavors of the home of blues, soul, and rock and roll.

Previous slide
Next slide

Schedule – All times CST

1:00 – 5:00 pmRegistration
4:00 pmHotel check-in
5:00 – 6:30 pmWelcome Reception – Peabody Duckmaster Private Duck March & History
6:30 pmDinner on your own to enjoy Memphis
7:30 – 9:00 amBreakfast Social – Buffet
9:00 – 10:30 amWelcome & Opening Keynote – Jody Urqhart
10:30 – 10:45 amMorning Break
10:45 – 11:45 amBank Secrecy Act Annual Training for Directors – AUX
10:45 – 11:45 amSupervisory Committee Session Deep Dive. Plannning, Execution, and Evaluation – Ancin Cooley
11:45 – 1:00 pmLunch Buffet
1:00 – 2:00 pmBoard of Directors Hot Topic Discussion
1:00 – 2:00 pmSupervisory Committee Hot Topic Discussion
1:00 – 3:30 pmGuest Program at the Peabody – Jewelry Design
 2:00 – 2:15 pmRefreshment Break
2:15 – 3:30 pmBest Practices of a Modern Credit Union Board – Kevin Smith
3:30 pmEvening on your own to explore Memphis!
7:30 – 9:00 amBreakfast Social – Buffet
9:00 – 10:00 am

A Transmission From the Future: “It is 2100, and there are 10,000 Credit Unions.” – Ancin Cooley

10:00 – 10:15 amMorning Break
10:15 – 11:30 amEconomic and Financial Market Outlook – Scott Knapp
11:30 – 1:00 pmBox lunches provided 
1:00 – 5:00 pmGraceland Tour departing from Peabody (separate registration required)
6:00 – 8:30 pmClosing Banquet and entertainment featuring “Elvis starring Brian Lee Howell”
7:30 – 9:00 amBreakfast Buffet
9:00 – 10:15 am Courageous Leadership – Dan Meers
10:15 – 10:30 am Concluding remarks and door prizes
10:30 am Adjourn
11:00 am Hotel Check-out

Speaker Sessions


Follow Me I'm Right Behind You

Jody Urqhart
Great leaders consistently ignite the fires of hope in others. Daily they muster the nerve to serve in a complex and challenging environment. Leaders today need tools to influence, energize and engage staff members and keep their fires of hope burning. Through humor, insight and inspiration, Follow Me I’m Right Behind You provides a lively, interactive look at how to inspire a spirited and resilient workforce that stays focused and productive.

Bank Secrecy Act for Directors

Jamin Carlisle, Compliance Specialist with AUX Team

BSA is one of the highest risk areas in most financial institutions; effective and efficient BSA training for the Board of directors is extremely important.  Directors need a BSA training program that helps them to understand how to manage their organization’s Bank Secrecy Act and anti-money laundering program. BSA training for the board is presented in a way that an outside director without prior credit union experience can easily understand BSA/AML risks, be able to make informed decisions, and ultimately have adequate oversight of the BSA function of the organization.  
Kevin Smith

Best Practices of a Modern Credit Union Board

Kevin Smith, TEAM ResourcesX Team

Of course, every board is different. We’re talking about humans, after all. But there are reliable & researched “rules of thumb” that raise the performance of boards. Hear about practices that are tried and proven across various board sizes and types. Make sure you’re working smart and efficiently for your members and the credit union.

Economic & Financial Market Outlook: A New World in the Post-Crisis Era

Scott Knapp, Chief Market Strategist CUNA Mutual Group

The 2008 financial crisis led to major changes in economic institutions and policies around the world. The COVID pandemic amplified those changes and likely made many of them permanent. “Fiscatary policy,” or close coordination between governments and central banks, has never been a greater influence in determining the allocation of resources. New economic theories, including Modern Monetary Theory, are also causing some policymakers to rethink traditional foundations of capitalism. Change is in the air as indicated by the sudden return of an uninvited guest: Inflation!
During this session, current conditions and structural changes to the global economy will be discussed at length. Implications for financial markets and investors in all categories will also be presented during this entertaining and highly informative session.

Courageous Leadership - Living a Life of Influence

Dan Meers, Mascot for the Kansas City Chiefs
On November 23, 2013, Dan Meers came within inches of losing his life while practicing a bungee jump and zip line stunt at Arrowhead Stadium… home of the Kansas City Chiefs. What Dan anticipated being the thrill of a lifetime ended up being the spill of a lifetime. The stunt went terribly wrong, and Dan plummeted 75 feet before crashing into the stadium seats. Miraculously Dan survived. He spent 9 days in the hospital and got some really big scars. Dan smiles when he says, “Scars are just Tattoos that come with a Cool Story”. During this powerful presentation, Dan shares his incredible story and the important lessons that he learned during his long road to recovery about leadership and about life.
Ancin Cooley

Supervisory Committee Deep Dive - Planning, Execution, and Evaluation

Ancin Cooley, CIA, CISA – Principal 
Synergy Credit Union Consulting 


Supervisory committee members often find themselves stuck between two opposing forces. On one side, you must provide strong internal audit functions so the CU can take on risk in a safe and sound manner. On the other, your role should serve as an asset and not a hinderance. In this unique session, Supervisory Committee members will learn how to: 

  • Strike a balance as auditor and as an asset to the CU. 
  • Communicate effectively with management, Board members, external auditors and regulators. 
  • Apply best practices for managing and correcting audit findings. 
  • Prepare for new and evolving regulatory hot button issues before your next exam. 
  • Create and manage an internal audit plan that you can use keep everyone on track. 
  • Assess the effectiveness of the supervisory committee processes. 

Board of Directors Facilitated Session


Supervisory Committee Facilitated Session

Ancin Cooley

A Transmission From the Future: “It is 2100, and there are 10,000 Credit Unions.”

In this session, Ancin Cooley IV will join us from a future with 10,000 credit unions. 10,000 credit unions? In this fun, interactive, and informative session, We’re learning the three keys that will lead to a resurgence of credit unions in 2050. Is your credit union still around in 2100?  Join us and find out.

Hotel Information

The Peabody Memphis Hotel
149 Union Avene
Memphis, TN 38103 
Guest room rates start at $197++
++Resort fee – $13.95 p/day The resort fee covers guest room internet, overnight shoeshine, morning newspaper, complimentary coffee in the deli, use of health club. There are no in-room coffee makers in the hotel.   
  • 6.70 % hotel tax
  • 9.75 % sales tax
  • $2.00 Memphis tourism district fee
Valet parking – $33.00 p/day
Self-parking – $24.00 p/day
Parking is in the attached parking garage. We recommend considering valet parking. This hotel will sell out. Please make reservations early.
The deadline for the group rate is July 3, 2023

Elvis - Starring Brian Lee Howell

Tuesday, July 25, 2023

Brian Lee Howell has been performing since 2004; unlike most others, this is his full-time career. He is a Professional Elvis Impersonator and International Artist. He has performed in 2 countries, 11 states, and over 800 cities. He has even portrayed Elvis in a musical role, been filmed for a documentary, cast in an art film, been featured artist in a book, and was chosen to be the Demo Vocalist for an Elvis Track company. At every show, you will witness a high-quality performance from a professional artist who accurately represents Elvis’ legacy and the charisma that Elvis possessed.

Graceland Tour

Tuesday, July 25, 2023

(separate registration for attendees and guests is required)

1:00 – 5:00 pm

Transportation to Graceland is provided. Tour buses will depart the Peabody Hotel at 1:00 pm.

Welcome to Memphis! During this tour, you will experience Elvis! Graceland is now one of the first historic homes in the U.S. to offer an interactive iPad tour that provides a fully immersive experience. As the tour bus pulls into Graceland, you will receive a pair of gold Elvis-style sunglasses to keep as a souvenir. Celebrated actor and Elvis fan John Stamos narrate the iPad tour. You will then take a multimedia tour of the iconic music landmark while exploring content and hotspots. When activated, allows you to dive deeper into the story of Elvis’s life through unique archival audio, video & photo elements.

The journey through the mansion includes the decorated funky styles of the Jungle Room, racquetball court, and Meditation Garden – where Elvis rests.

After the mansion tour, visit the newly completed entertainment plaza, “Elvis Presley’s Memphis.” This 45 million dollar addition enables music fans, pop culture enthusiasts, and Memphis visitors to follow the path that Elvis took, surround themselves with the things he loved, and experience the sights and sounds of the city that inspired him. Guests will fully immerse themselves in his life and career like never before.

Continue the tour and walk among some of Elvis’ favorite automobiles, including his iconic Pink Cadillac, Stutz Blackhawk, 1956 Cadillac Eldorado, Dino Ferrari, Mercedes Benz limousine, Rolls Royce sedans, and more.

Jewelry Design with Sandy Lingerfelt

Monday, July 24, 2023
1:00 -3:30 pm Peabody Hotel
Guests will have the opportunity to learn from jewelry design expert and retired credit union CEO Sandy Lingerfelt. Each guest will have the opportunity to have a relaxing afternoon with new friends while you enjoy refreshments and learning jewelry design techniques to create a necklace and earrings or bracelet and earrings. All supplies will be provided.
You can view some of Sandy’s designs below.
[wxform url="" type="embed" fg="#FFFFFF"][/wxform]