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Councils website is currently active but is being updated in 2025.

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COUNCIL CONFERENCES
Marketing, PR & Development Conference | March 23-26, 2025 | Austin, TX
HR & Organizational Development Conference | April 27-30, 2025 | New Orleans, LA
Finance Conference | May 18-21, 2025 | Phoenix, AZ
Compliance & Risk Council Conference | September 16-18, 2025 | San Antonio, TX
Operations & Member Experience and Technology Council Conference | September 28-October 1, 2025 | Phoenix, AZ
CEO Council Conference | More information coming soon!
Lending Council Conference | November 3-6, 2025 | Anaheim, CA


VIRTUAL ROUNDTABLES
Open to all Council members unless indicated otherwise

2/20 - Economic Update
Coming soon! 6/4 - Councils Regulatory & Legislative Update

LIVE CHATS 
2/18 - HR & Organizational Development Council Chat
2/25 - Finance Council Chat
3/11 - Compliance & Risk Council Chat
3/18 - Lending Council Chat
4/1 - Operations & Member Experience Council Chat
4/8 - Technology Council Chat
Coming soon! 4/15 - CEO Council Chat
Coming soon! 4/22 - Marketing, PR & Development Council Chat


See full Event Calendar

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

Latest Discussions

  • Graham, The IRS can only confirm that the amount and check number matches their record. If the check ...

  • If you haven't gone this route yet, I would reach out to your local police to run this past them. If ...

  • We charge a quarterly inactive fee. It is only charged on accounts that do not have any other relationship ...

  • Looks like this question was posted twice. I've responded on the other link: IRS Check Verification ...

  • To me this reads that the IRS is attempting to remove any ownership of fraud and putting it all on the ...

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