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COUNCIL CONFERENCES
CEO Conference: September 18-20 | Phoenix
Compliance & Risk September 24-26 | Chicago
Technology and Operations & MX October 6-9 | Disneyland
Lending Conference | November 3-6 | Nashville


VIRTUAL ROUNDTABLES
Open to all Council members unless indicated otherwise

6/13 - Cyberinsurance – What You Need to Know
6/18 - What Do Members Want?
6/20 - Board Succession: What a CEO Needs to Know
6/26 - Regulatory & Legislative Update
6/27 - Profitability under Pressure

LIVE CHATS 
These are listed in alpha, not chronological, order

Bi-monthly, first 2024 dates open now!
CEO Council Chat Aug 6
Compliance & Risk Chat August 13
Finance Chat June 18
HR & Org. Dev. Chat June 25 
Lending Chat July 11
Marketing & BD Chat July 9
Ops & MX Chat July 16
Technology Chat: July 23

See full Event Calendar

MEMBER RESOURCE ARCHIVES
Virtual Roundtable Video + Slides
Live Chat Video, Slides + Transcripts
White Paper Library

Latest Discussions

  • RE: Name Change

    We do what Carla mentioned, we require an updated social security card.

  • We used to require an account before processing a loan application because back in the day, that's what ...

  • we are also converting to Symitar and will be staying with Verafin for many similar reasons. From the ...

  • RE: INSIDER SAR- HELP!

    This message was posted by a user wishing to remain anonymous I can't thank you all enough for taking ...

  • RE: INSIDER SAR- HELP!

    This message was posted by a user wishing to remain anonymous It always possible that there is irregular ...

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