September 27 – 28, 2023 — Nashville, TN
One location. Two conferences. Seven state leagues are joining to provide credit unions with many opportunities to learn, grow, and network with their peers and hear from industry experts. The TRGroup serves credit unions from IN, KY, LA, MS, TN, VA, and WV.
Welcome to the TRGroup Compliance and Risk Management Conference & the TRGroup Human Resources Conference. These conferences will showcase a full range of informative, educational sessions on critical, timely issues related to compliance, risk management, cyber security, and Human Resources.
Located in the heart of Nashville conference attendees will experience a unique opportunity for professional development while enjoying the sights, sounds, and flavors of the Music City. Nashville is consistently listed as one of the South’s best cities.
|12:00 – 1:00 pm||Registration|
|1:00 – 5:00 pm||Sessions|
|5:00 – 6:30 pm||Welcome Reception and Dinner, Sponsored by the Credit Union Audit & Compliance Group|
|6:00 pm||Explore Nashville!|
|8:00 – 9:00 am||Breakfast Social|
|9:00 – 12:15 pm||Sessions|
|12:15 pm||Conference Concludes|
Includes Grab-and-Go Lunch!
Joshua Walton, Regional Information System Officer NCUA
This session will review:
Josh is a graduate of Eastern Kentucky University, and his professional career before NCUA includes seven years as a supervisory accountant at the Department of Defense. Josh spent six years in the Kentucky Army National Guard as a Military Police Officer and served overseas in Operation Enduring Freedom (Afghanistan) and Operation Iraqi Freedom (Iraq). He is a Certified Public Accountant (CPA) and Certified Information Systems Auditor (CISA). Josh has been with the NCUA for eight years, serving as a Regional Information Systems Officer in Louisville, Kentucky.
Jamin Carlisle, Compliance Specialist with AUX Team
As do all Aux Compliance Team members, Jamin has extensive experience in credit union-specific compliance. His primary areas of expertise include BSA/AML, vendor management, disaster recovery, and staff training.
In addition to in-house credit union compliance experience, Jamin has served on planning committees for consumer awareness and elder abuse conferences and given presentations to local community colleges, high schools, and community groups. Jamin has developed and provided compliance and BSA training for groups as large as 350 people.
Prior to beginning his career in compliance, Jamin completed his BA and MA at The University of Tennessee Knoxville and worked as a graduate lecturer.
David Reed, Partner, Reed & Jolly, PLLC Law Firm
Today’s job seekers are savvy, competitive, and impatient. It is going to take more than posting a job online to reach the candidates you’re looking for. Learn how to make your credit union stand out among the competition while keeping your internal recruiting process manageable.
Natasha C. Hewlett, NCUA
Natasha is a recipient of the Department of Justice Leadership Executive Certification, she holds a degree in Business Management and Marketing from Sullivan University, and currently enrolled as a candidate for the Cornell University’s Diversity and Inclusion Certification Program. Her passion derives from her son and her desire to pave a better future for the next generation of women and minorities through removing systemic barriers in the workforce and financial industry.
Inna Conner, TruStage
Woods Rogers Vandeventer Black
Founded in 1893, the Roanoke, Virginia, based Woods Rogers soon became a go-to law firm in Virginia, expanding to serve clients on the global stage. Likewise, Norfolk-based Vandeventer Black, founded in 1883, became known as a premiere firm covering the eastern part of the commonwealth with a thriving practice reaching across the Atlantic.
WRVB is home to more than 130 attorneys, bringing comprehensive legal counsel for businesses, innovators, creators, and others. We have never forgotten what made us successful—diverse legal talent bolstered by a personal touch and a spirit of service.
David Reed, Reed & Jolly PLLC