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COUNCIL CONFERENCES
HR & Organizational Development Council: April 21-24, 2024 | St. Pete Beach, FL
Finance Council: May 19-22, 2024 | Orlando, FL
CEO Conference: September 18-20 | Phoenix
Compliance & Risk September 24-26 | Chicago
Technology and Operations & MX October 6-9 | Disneyland
Lending Conference | November | Location TBD



VIRTUAL ROUNDTABLES
Open to all Council members unless indicated otherwise


April 16: Flexible Work Arrangements
April 17: The Path the Leadership
April 18: Unveiling the Dark Web
April 23: Marketing Your Way Through A Merger
April 24: Regulatory & Legislative Update 
April 25: Executive Retention & Succession Planning for Today’s World (CEO-only)
April 30: AI, Payments, Liquidity & More (CEO-only)
May 1: Fundamentals of an Enterprise Risk Management Program
May 2: Is it time for a new loan origination system?
May 2: 10 Ways to Rock Your Council Membership
May 9: Real World Uses for Generative AI

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

Bi-monthly, first 2024 dates open now!
CEO Council Chat June 4
Compliance & Risk Chat April 9
Finance Chat April 16
HR & Org. Dev. Chat April 30
Lending Chat May  7
Marketing & BD Chat May 14
Ops & MX Chat May 15 
Technology Chat: May 30

See full Event Calendar

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

Latest Discussions

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  • RE: Debit Card Limits

    What is your signature-based limit set at? For example, we don't have any. We have seen some very large ...

  • RE: Debit Card Limits

    What do you assign for signature based transactions? Melia

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