March 18, 2025 - Nashville

Leaders and staff from credit unions who are $100m and under are invited to join us for the Small Credit Union Symposium. This one-day low-cost value conference will feature a lineup of presentations to address the daily challenges faced by these credit unions and their staff members.

Features 

  • Interactive event with industry leaders
  • Experienced panelists
  • Strategic insights

Takeaways

  • New ideas 
  • New contacts
  • Reliable tools to address the issues your credit union is facing

Space is limited. Don’t wait. We have a spot reserved for you! 

Schedule – All times CST

Tuesday, March 18, 2025


8:45 am

Welcome

9:00 am

Succession Planning It's Not Optional - Speaker: Yvonne Evers

10:00 am

Innovation Panel Discussion

11:00 am

Fraud Session - Speaker: Holly Spiczenski, TruStage Risk Consultant

11:45 am – 12:30 pm

Lunch Provided

12:30 pm

Current Compliance Trends - Speaker: Attorney David Reed

1:00 pm

Roundtable Discussion

3:00 pm

Conclusion

Succession Planning - Yvonne Evers

Whether you’re looking to comply with the recent NCUA ruling, or just want to implement succession planning as a good business practice at your credit union, there has never been a more critical time to be doing succession planning – both for your boards and your management teams. We are in the middle of what is being called a Silver Tsunami with over 10,000 people a day reaching retirement age. Are you ready for what this means for your credit union?

In this session we will talk about how the high rate of retirements, happening now and in the foreseeable future, are affecting credit unions across the country.

During the session, we will ask the group specific questions regarding succession planning practices, and provide immediate feedback to you, so you know what your peers are doing! I will also give you some strategies to consider to help your credit union during this challenging time. I will talk about the succession planning steps for both boards and management and how this can be a game-changer for your credit union.”

Hotel Info to Follow

Location

The Inn at Opryland, A Gaylord Hotel

2401 Music Valley Dr, Nashville, TN 37214

Special Conference Rate: $199 per night + taxes.

Cut-Off Date:  2/24/2025  

A credit card is required at the time of reservation to hold the room. The hotel does not charge a deposit. The cancellation policy is 5 day prior to arrival. Cancellations within 5 days of arrival will forfeit 1 night Room & Tax.