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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: SAR Question

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    From your description a new SAR is needed and reference in the narrative of the previous filed SARs DCN ...

  • RE: Financial Literacy and Education in the Commun ...

    11 hours ago

    Thank you for your response! I really like the idea of educating on elder abuse and scams to that target ...

  • RE: Financial Literacy and Education in the Commun ...

    11 hours ago

    Thank you for your response! You wear many hats! ------------------------------ Jessica Read VP of ...

  • RE: Financial Literacy and Education in the Commun ...

    11 hours ago

    Thank you for your response! ------------------------------ Jessica Read VP of Compliance First Financial ...

  • Initial ARM Disclosure

    12 hours ago

    We are considering migrating from having an initial disclosure that's unique to each of our ARM products ...

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