Skip to content

25th Anniversary Annual AACUC Conference Sessions

Back to Event
Registration Closed

Golf Outing of Champions

Pre-Conference | 7/16 7:00 AM - 1:30 PM

Location
Commons Golf Club/Lakemont Course
Summary
Enjoy a legendary golf scramble on the pristine Lakemont Course at Stone Mountain Golf Club designed by Georgia native John LaFoy and featuring incredible views of Stone Mountain and the lake followed by lunch and an awards ceremony at the Commons Golf Club. Transportation departs the Atlanta Evergreen Lakeside Resort lobby at 7:00 AM. Players should expect to leave the club house at 1:30 PM. Registration required.

Hot Country Breakfast

Small CU Summit | 7/16 7:30 AM - 8:30 AM

Location
Lake Level/Open Area Pre-Function Area 4
Summary
Available to Small Credit Union Summit attendees only

About National Cooperative Bank (NCB)

Small CU Summit | 7/16 8:00 AM - 8:05 AM

Location
Cherry
Speakers
  • Art Wood - Vice President Credit Union Divison | National Cooperative Bank

Small Credit Union Summit

Pre-Conference | 7/16 8:30 AM - 5:00 PM

Location
Cherry
Summary
During this all day workshop, CEOs and team members from credit unions with $100M in assets and less will hear from the industry’s leading experts on topics including Strategic Planning for Small Credit Unions, Growth Strategies for Lending, Creating Innovation with Minimal Resources, Differentiation & Talent: the two Secrets to Small CU Success, Technology Planning for Small CUs, Risk Management, Understanding Banking Technology Contracts, and more. The Small Credit Union Summit is sponsored by VisiFI and National Cooperative Bank and presented by program partners AACUC, Inclusiv and TruStage. Registration required.

Welcome and Introductions

Small CU Summit | 7/16 8:30 AM - 8:45 PM

Location
Cherry
Speakers
  • Renee Sattiewhite - President/CEO | AACUC
    Renée Sattiewhite is the President/CEO of the African-American Credit Union Coalition. Under her leadership, AACUC received the 2022 Anchor Award, considered the Nobel Peace Prize for the credit union movement. She has over 30 years of experience in finance and has been associated with credit unions for over 25 years. Renée is a certified diversity professional, Credit union Development Educator, motivational speaker and more. She holds a Bachelor of Arts in Communications. Renée is a proud board member of the World Council of Credit Unions Foundation and a Master Trainer for the United Way of Atlanta’s VIP Board Development Program.
  • Monica Copeland - MDI Network Director | Inclusiv

Planning to Succeed: Strategic Planning for Small Credit Unions

Small CU Summit | 7/16 8:45 AM - 9:30 AM

Location
Cherry
Speakers
  • Sheilah Montgomery - CEO | Florida A&M University Federal Credit Union
    For over four decades, Sheilah Montgomery has advanced the credit union movement mission and financial well-being of members. She serves as CEO of FAMU Federal Credit Union and has served as President/CEO of 1st Choice Credit Union and Credit Union of Atlanta, where she directed mission critical projects and developed organizational capacity strategies. She is the co-founder of the AACUC, is an African American Credit Union Hall of Fame Inductee and Pete Crear Lifetime Achievement Award recipient. A Certified Chief Executive, Credit Union Development Educator, and International South Africa CUDE, she has dedicated her career to being a servant leader.
Summary
Strategies can be defined as high-level plans to achieve objectives based on perceived circumstances. For small asset size credit unions, strategies are plans for operational objectives that lead to successful results. What does that mean? It means the error for missing strategic assumptions has to be very small. The alignment of goals and actions throughout the organization.

NCUA Resources for Small an MDI Credit Unions: Helping You Succeed

Small CU Summit | 7/16 9:30 AM - 10:15 AM

Location
Cherry
Speakers
  • Pamela Williams - Program Manager, Minority Depository Institution | National Credit Union Administration
    Pamela Williams is the Program Manager, Minority Depository Institution (MDI) in the NCUA’s Office of Credit Union Resources and Expansion. The Office supports and provides resources to credit unions looking to grow or expand and to organizers seeking to form new credit unions. She has more than 30 years of experience working in the fields of community development and regulated financial institutions. Prior to joining the NCUA, she enjoyed a 10-year career with the Community Development Financial Institutions Fund. She earned a Master of Public Administration from American University and a Bachelor of Business Administration-Finance from the Howard University.
  • Joshua Krantz - Program Manager | National Credit Union Administration
    Joshua Krantz is the Program Manager of the Community Development Revolving Loan Fund with NCUA’s Office of Credit Union Resources and Expansion. He joined NCUA in December 2018 and had previously worked on federal grant programs at the U.S. Department of Housing and Urban Development and the Community Development Financial Institutions Fund. Through the Community Development Revolving Loan Fund, he – in collaboration with the Grants and Loans Team – provides low-income and minority credit unions with technical grants and loans to build their capacity and reach underserved communities.
Summary
In this session, Pamela Williams and Joshua Krantz will share resources that the National Credit Union Administration offers with an emphasis on support for small and minority depository institution credit unions. By highlighting resources such as grants, training, field of membership expansion, and technical assistance, we will identify assistance the NCUA offers and help you learn to obtain them. Takeaways include: •Introducing you to support and resources the NCUA offers outside the examination process. •Answers to your most burning questions on how to access the NCUA’s resources.

Hot Growth Strategies for Lending

Small CU Summit | 7/16 10:15 AM - 11:00 AM

Location
Cherry
Speakers
  • Latonya Allen - Director of Consumer Lending and Marketing, Chapter Liaison | GPO Federal Credit Union, AACUC
    Latonya Allen is the Director of Consumer Lending and Marketing at Government Printing Office Federal Credit Union. Latonya has more than 20 years of experience in the credit union industry. She simply lives by the credit union philosophy of “people helping people” in both her professional and personal life. She is a graduate of the Credit Union Development Educator Program from The National Foundation of Credit Unions and a proud member of the AACUC, where she serves as Chapter Liaison. She is currently a member of MDDCUA Young Professional Network.
Summary
These days, people are turning to social media, friends, and family for help planning and managing their finances. In this session, Latonya Allen will give you strategies you can use for loan portfolio growth and increased operational efficiencies during a slow economic cycle. Build member trust by offering solutions that address their financial and emotional needs.

Speaking the Members Language in a Digital World – What we can learn from unicorns, dragons, & centaurs

Small CU Summit | 7/16 11:00 AM - 11:45 AM

Location
Cherry
Speakers
  • Jami Jennings - VP, Product Strategy Marketing | VisiFI
    Jami Jennings is the Director of Digital Channels at VisiFI, an industry-leading software solutions and services provider. She began her career as an adjunct professor before moving into the financial services industry with Wells Fargo Financial. In 2009, she joined EPL and built credit and debit card solutions for EPL’s core system. Later she managed, assembled, and led the team who developed and implemented EPL’s business intelligence (BI) application within its core and led the team that designed and developed their award-winning Digital Banking application.  She is a regular contributor to credit union industry publications for digital banking.
Summary
In this creatively informative session, Jami Jennings will teach you about Unicorns, Dragons and Centaurs, why they are important in the credit union industry, and what you can learn from them that will help you grow your membership and communicate with your members.

Small is a Mindset, Not an Asset Size: Creating Innovation with Minimal Resources

Small CU Summit | 7/16 12:00 PM - 12:30 PM

Location
Cherry
Speakers
  • Ronaldo Hardy - Chief People Officer, Owner | CU Strategic Planning
    Ronaldo Hardy is a visionary executive who is committed to changing the world by building the people who will change the world. At CU Strategic Planning, he leads the DEIB services, providing clients with a comprehensive range of assessments, training, and consulting. As CEO, he led Southwest Louisiana Federal Credit Union to CDFI certification and an FA award, achieving a remarkable 1.28% ROA, 7% yield on average loans, and more than 10% annual loan growth. Mr. Hardy holds a Bachelor of Business Administration and a Master of Science in Human Resource Education with a concentration in Leadership Development.
Summary
Budgets can be tight, but innovation doesn’t have to be. Often, we limit the potential of our organization because of the asset size. In this session, Ronaldo Hardy will share tactics that help organizations explore their options and how you can make big changes with minimal resources.

Differentiation and Talent: The two secrets to Small Credit Unions success

Small CU Summit | 7/16 12:45 PM - 1:30 PM

Location
Cherry
Speakers
  • Tom Sakash - Manager, Small Credit Union Initiatives| Credit Union National Association
    Tom Sakash is the manager of CUNA’s Small Credit Union Initiatives. In his work leading small credit union support services for the national trade association, he strives to identify and communicate the opportunities small credit unions can leverage to succeed in the financial services marketplace today. He is CUNA’s liaison to the CUNA Small Credit Union Committee and is a board member for Madison Credit Union, a small credit union in Madison, Wisconsin. He has led or directly supported multiple efforts to establish collaborative partnerships between credit unions across the country.
Summary
During this session, you will hear case studies of small credit unions who have found tremendous success in focusing on a narrow target market. The most common denominator among successful small credit unions nationwide is having a clearly defined niche, and reshaping your organization around serving that niche better than any other financial services provider. Learn how numerous credit unions have executed this strategy and are now thriving organizations who have big plans for a sustainable future.

Everyone Needs a Coach: Is Executive Coaching Right for You?

Small CU Summit | 7/16 1:30 PM - 2:15 PM

Location
Cherry
Speakers
  • Tracie Kenyon - Executive Development Partner | Humanidei
    Tracie G. Kenyon is an Executive Development Partner at Humanidei. Her previous board commitments include Filene Research Institute chair, American Association of Credit Union Leagues chair, Western CUNA Management School treasurer, and National Credit Union Foundation board member. Her 38-year career includes stints at two leagues and four credit unions, most recently serving 22 years as the CEO of the Montana Credit Union League. She holds a master’s degree in professional communication, bachelor’s degree in psychology and multiple certifications and designations including Certified Professional Coach, Professional Certified Coach designation, Certified Association Executive designation, and Credit Union Development Educator.
Summary
Have you ever considered using an executive coach? In this session we’ll explore what executive coaching is and what it’s not. This interactive training will demonstrate some coaching techniques and provide individual insights to each participant. Plus, as an added bonus, you will have an opportunity to win six executive coaching sessions! Come prepared to participate, have fun, and learn something about yourself.

Legacy Historical Tour

Pre-Conference | 7/16 1:30 PM - 4:00 PM

Location
Historic Square
Summary
Join us for a pre-conference guided historical tour of Historic Square: A Collection of Georgia Homes and Antiques on Stone Mountain. Historic Square at Stone Mountain Park is a collection of original buildings from around the state of Georgia, built between 1793 and 1875. Each structure was moved from its original site and carefully restored to preserve its authenticity and historical value. This fascinating area also houses the most extensive collection of period furniture and decorations in the south, reflecting the diverse lifestyles of 18th and 19th century Georgia residents. Transportation departs the Atlanta Evergreen Lakeside Resort lobby at 1:30 PM. Attendees should expect to leave Historic Square at 4:00 PM. Registration required.

Smart Technology Planning for Credit Unions

Small CU Summit | 7/16 2:30 PM - 3:15 PM

Location
Cherry
Speakers
  • Duane Day - Vice President E-Services | MECU Credit Union
    Duane C. Day is the Vice President Electronic Services for MECU Credit Union. Having began his credit union journey in 1995, throughout his career, he has served in various roles to include call center supervisor, branch manager, operations manager, and vice president. In his current role with MECU Credit Union, he is responsible for implementing strategies and tactics through MECU’s electronic, digital, remote, payments, and cards channels to enhance the business position of the credit union.  He is currently the chair of the AACUC's Mentorship Program. He holds a Master of Business Administration from Strayer University.
  • George McGourty - Partner | Arriba Advisors, LLC
    Based in Tampa, George McGourty spent his entire 30-year career helping financial institutions evaluate, select, and implement enterprise technologies. Mr. McGourty is an accomplished negotiator. He has personally negotiated more than 1,500 technology and services contracts.
Summary
Technology, payments, digital, and remote solutions are all important to all credit unions. In this joint session, Duane Day will share insights on how small credit unions can get the most out of their technology priorities. George McGourty will provide an educational session on the essentials of relationships with technology vendors. Learn about vendor contracts, key risks and how to establish a solid foundation for a successful partnership.

Risk Management: The Importance of Having an Engaged Supervisory Committee

Small CU Summit | 7/16 3:15 PM - 4:00 PM

Location
Cherry
Speakers
  • Andrea Lally - VP Network Engagement | Inclusiv
    Andrea Lally is Inclusiv's Vice President, Network Engagement. With over 20 years of experience in business management, auditing, compliance and accounting, she manages and coordinates the Network’s member engagement work from coordinating the training, technical assistance and program support to maintaining a dynamic, engaged network of members and partners. As Director of Credit Union Operations and Compliance, she provided various member services such as technical assistance, education and compliance training, auditing, and accounting support services. She was also responsible for promoting and helping grow the CDCU Help Desk by providing support to member credit unions over the phone.
  • Anna Foote - Sr. Credit Union Operations and Compliance Specialist | Inclusiv
    Anna Foote has over 40 years of experience with non-for-profits of all sizes and has a particular passion for supporting community development credit unions working in underserved and under-resourced communities. She is skilled in non-profit organizational leadership, business development, strategic planning, budgeting, compliance, and program evaluation. She is a former board member for one of the first community development credit unions established in Georgia (Bond Community Federal Credit Union, is the former CEO of two small Georgia credit unions (IBEW Local 613 FCU and Bond Community FCU) and most recently served as COO for Coca-Cola FCU for almost 15 years.
Summary
Supervisory committees play a vital role in the overall governance of the credit union’s structure. Shaping your supervisory committee structure will strengthen your operations. In this joint session, Andrea Lally and Anna Foote will explore the traits of an engaged committee, communications, internal controls, challenges, and how to ensure compliance.

Culinary Delights

Pre-Conference | 7/16 4:00 PM - 9:00 PM

Location
Food Trucks/Hotel Parking
Summary
Enjoy a taste of Atlanta’s hottest food truck cuisine. Today’s featured food truck is A Little Nauti Food Truck.

Continuous Change: Future Proofing Your HR Department

Small CU Summit | 7/16 4:15 PM - 4:45 PM

Location
Cherry
Speakers
  • LaSonya Berry - CEO, Chief Human Resource Officer | McPherson, Berry & Associates, AACUC
    LaSonya Berry is African-American Credit Union Coalition’s CHRO and CEO of McPherson|Berry, an industry award winning firm providing HR consulting services, leadership development, DEI solutions, and capacity building strategies. Ms. Berry has been a leader in human resources for over 15 years helping businesses and individuals achieve their full potential by increasing sustainability, driving operational excellence, minimizing risks, and developing leaders. A published author, including “101 Power Tips for the Workplace” and the “CEO Strategy Planner” for business owners and executives, Ms. Berry is a frequent content contributor, is featured in several magazines, a sought-after national speaker, and works with executives.
Summary
HR in the financial industry is often pulled in so many different directions that it's easy to lose sight of the new priorities facing the profession. In this session led by LaSonya Berry, managers, CEOs, and leaders will: 1) learn the top five priorities organizations are facing from a human resources perspective, 2) hear why they are priorities including changes in laws, business environment, and economic drivers, and 3) gain practical solutions to help your organization.

Sister Queen & 1-to-1 Woman Reception

Pre-Conference | 7/16 5:00 PM - 6:30 PM

Location
Birch
Summary
Invitation only.

GUCU Visit & AACUC Open House

Pre-Conference | 7/16 5:15 PM - 8:00 PM

Location
Georgia United Credit Union
Summary
Invitation only. Transportation departs the Atlanta Evergreen Lakeside Resort lobby at 6:15 PM. Invited guests should expect to leave Georgia United Credit Union at 6:30 PM.

Showtime at the Mountain: Karaoke Night

Pre-Conference | 7/16 7:00 PM - 10:00 PM

Location
Rotunda + Stonewall's Lounge
Summary
Back by popular demand! Come belt out your favorite songs from your favorite playlist when Showtime at the Apollo meets Stone Mountain at this casual after-hours event. Karaoke is first come, first serve, so get there early to reserve your spot! Drink tickets will be available at the door.

Legacy After Hours: Jam Session

Pre-Conference | 7/16 10:00 PM - 11:00 PM

Location
Stonewall's Lounge
Summary
Calling all talented musicians! Groove and hang out together for an impromptu jam session.

Sunrise Fitness: Mountain Hike

Sunrise Fitness | 7/17 5:30 AM - 6:45 AM

Location
Hike Start Point
Summary
Lace up your walking shoes and join us to experience Stone Mountain. This early morning one-mile trek starts at the Walk-Up Trail with unique scenery and spectacular views along the way. While on top – 1,686 feet above sea level – enjoy amazing views of downtown Atlanta, the North Georgia mountains and the surrounding area. On a haze-free day, you can see 60 miles from the mountain! The morning hike is designed for you to enjoy the great outdoors.

Legacy Café

Legacy Café | 7/17 6:00 AM - 12:00 PM

Location
Barberry
Summary
Calling all coffee lovers! AACUC has partnered with Barista Source, LLC to offer our 25th Anniversary signature Legacy Blend coffee! Enjoy this unique blend that was carefully crafted to embody the Credit Union 8th Cooperative Principle Diversity, Equity and Inclusion: Cooperatives seek to incorporate diversity, perform equitably and ensure inclusion at all levels of their organizations to better serve members, show members they are valued and ensure members receive equitable service.

Legacy Café

Legacy Café | 7/17 6:00 AM - 12:00 PM

Location
Barberry
Summary
Calling all coffee lovers! AACUC has partnered with Barista Source, LLC to offer our 25th Anniversary signature Legacy Blend coffee! Enjoy this unique blend that was carefully crafted to embody the Credit Union 8th Cooperative Principle Diversity, Equity and Inclusion: Cooperatives seek to incorporate diversity, perform equitably and ensure inclusion at all levels of their organizations to better serve members, show members they are valued and ensure members receive equitable service.

Hospitality Room

Hospitality Room | 7/17 7:00 AM - 10:00 PM

Location
Magnolia
Summary
Drop in or stay a while in the Hospitality Room. Snacks and beverages will be refreshed throughout the day.

Filene Research Institute / Visa HBCU Innovation Incubator

Pre-Conference | 7/16 8:30 AM - 4:30 PM

Location
Poplar
Summary
Invitation only.

1st Time Attendee Orientation & AACUC Legacy Museum Preview

Pre-Conference | 7/17 9:00 AM - 9:45 PM

Location
Evergreen Ballroom
Speakers
  • Renee Sattiewhite - President/CEO | African-American Credit Union Coaltion
  • Michael Hale - AVP/Chief Strategy Officer | Arizona Federal Credit Union
  • Harold Holmes - Ambassador | PFP
Summary
Join AACUC legends Michael Hale, Harold Holmes and Renée Sattiewhite for an introduction to the organization and the conference. They will share their experience with the organization, a brief history of AACUC, the significance of our annual conference and why we chose to convene here at Stone Mountain, and share how you can make the most of your conference experience. Plus, attendees all get a sneak peak of our AACUC Legacy Museum. While this orientation is geared towards first-time conference attendees, all are welcome.

Bank Secrecy Act Training for Credit Union Staff and Volunteers

Pre-Conference | 7/17 10:00 AM - 12:00 PM

Location
Dogwood
Speakers
  • Andre Lucas - Director, Compliance | MD | DC Credit Union Association
    André Lucas has been in the credit union space for over 38 years. He is the Director of Compliance for the MD|DC Credit Union Association, where he consults with affiliated credit unions on compliance and operational issues. André’s early experience includes a 20-year history as a collections manager. He served as the first Chairman for the Capital Area Collection Managers Roundtable. André holds several certifications in compliance and is currently the Parliamentarian for AACUC’s Eastern Regional Chapter. André is a resilient leader that served three years active duty in the United States Navy.
Summary
NCUA and state examiners are committed to enforcing the Bank Secrecy Act (BSA), so complying with the regulation should be a top priority for every credit union. Get the information you need to ensure your training requirements have been met before your examiner walks in the door. Attendees will take a close look at the requirements of BSA and the Customer Identification Program (CIP); receive an overview of the Office of Foreign Assets Control.

Culinary Delights

Culinary Delights | 7/17 11:00 AM - 4:00 PM

Location
Food Trucks/Hotel Parking
Summary
Enjoy a taste of Atlanta’s hottest food truck cuisine. Today’s featured food truck is Doug’s BBQ.

Networking Lunch Buffet

Pre-Conference | 7/17 11:30 AM - 1:00 PM

Location
Outside Evergreen Ballroom Pre-Function Area 2 & 3
Summary
Grab a bite and meet someone new and reconnect with an old friend during this informal networking lunch. The buffet will be available between 11:30 AM to 12:45 PM outside the Evergreen Ballroom. Attendees are welcome to enjoy their lunch in the Evergreen Ballroom. First come, first serve.

Regional Chapter Meet & Greet

Pre-Conference | 7/17 1:00 PM - 1:45 PM

Location
Evergreen Ballroom
Summary
AACUC has grown to five regional chapters! The Regional Chapter Meet and Greet is your opportunity to network with fellow members in your region as well as meet your regional chapter officers.

AACUC 2023: What We’ve Done So Far

Pre-Conference | 7/17 2:00 PM - 3:00 PM

Location
Evergreen Ballroom
Summary
AACUC has been busy as ever, and we’re only halfway through the year! Come hear from the Board Chairman, President/CEO, leadership team and AACUC’s program facilitators and catch up on all that we’ve accomplished so far and where we have set our eyes for the future.

AACUC Programs Reunion

Pre-Conference | 7/17 3:00 PM - 4:00 PM

Location
Rotunda
Summary
Virtual learning has been great, but now let’s see each other in person! The AACUC Programs Reunion is designed for anyone who has participated in an AACUC professional development program in the last year or is currently enrolled. AACUC programs include: Mentorship Program, DEI Leadership Academy for Financial Professionals, Cross-Cultural Exchange Program, Rosemary Brinkley C-Level Leadership Development Program, and BoardReady.

Exhibit Hall Open

Exhibit Hall | 7/17 3:00 PM - 4:00 PM

Location
Summit + Audubon
Summary
With nearly 40 sponsors and exhibitors, you won’t want to miss stopping by and meeting some of the best industry partners. Stop by the Exhibit Hall to get to know our sponsors and exhibitors.

Childcare Available

Childcare | 7/17 5:00 PM - 10:00 PM

Location
Honeysuckle
Summary
Supervised childcare is available for conference attendees to enjoy this afternoon’s general and breakout sessions. Parents must check-in their child at the Honeysuckle room. Only the parent who checks in the child may pick up the child when childcare ends.

African American Credit Union Hall of Fame Induction Ceremony and Dinner

Awards | 7/17 6:30 PM - 8:00 PM

Location
Evergreen Ballroom
Summary
Join us as we induct the newest cohort into the African American Credit Union Hall of Fame. Tonight’s ceremony includes a keynote speaker and dinner and is included with conference registration. Be sure to bring your ticket from your registration pouch to enter the ballroom! Title Sponsor Visa Presenting Sponsor VyStar Credit Union Doors & Cash Bar Open at 6:10 PM Dinner included with conference registration Honorees: Marshall Boutwell, Delores Glover, Rodney E. Hood, Adrian S. Johnson, Jackie Moore, Gary A. Officer, Larry D. Sewell, Anthony Grant MCs: Opal Tomashevska & Sedric Brinson

AACUC After Dark: Legacy Concert

After Hours | 7/17 9:00 PM - 10:00 PM

Location
Pavilion
Summary
Get ready to groove at the AACUC After Dark: Legacy Concert featuring NXN! Based in Atlanta, Nixon Hits Entertainment specializes in music production services and produces R&B, Soul, Pop, Hip Hop and Gospel tracks. Comprised of siblings, their natural bond and combination of their musical talents create a blend that enables them to collectively produce and write songs effortlessly. The award-winning, talented NXN is no stranger to credit unions, having produced jingles for 1st Choice Credit Union, Credit Union of Atlanta and now producing AACUC’s Legacy jingle!

Sunrise Fitness: Lakefront Hike, Journaling, and Meditation

Sunrise Fitness | 7/18 5:45 AM - 6:45 AM

Location
Resort Deck
Summary
Explore the benefits of combining meditation and nature to relieve stress and anxiety during this one-of-a-kind Sunrise Fitness. Research shows spending time in nature can have a positive impact on mental health, and meditation can help individuals develop a sense of inner peace and mindfulness. Join us for this hike along the lake and learn how journaling can reinforce the experience.

Legacy Café

Legacy Café | 7/18 6:00 AM - 12:00 PM

Location
Barberry
Summary
Calling all coffee lovers! AACUC has partnered with Barista Source, LLC to offer our 25th Anniversary signature Legacy Blend coffee! Enjoy this unique blend that was carefully crafted to embody the Credit Union 8th Cooperative Principle Diversity, Equity and Inclusion: Cooperatives seek to incorporate diversity, perform equitably and ensure inclusion at all levels of their organizations to better serve members, show members they are valued and ensure members receive equitable service.

Young Professionals Lounge

YP Lounge | 7/18 7:00 AM - 10:00 PM

Location
Gardenia
Summary
Kick back and chill in the Visa Everywhere Young Professionals Lounge presented by Visa.

Hospitality

Hospitality Room | 7/18 7:00 AM - 10:00 PM

Location
Magnolia
Summary
Drop in or stay a while in the Hospitality Room. Snacks and beverages will be refreshed throughout the day.

Breakfast: French Quarter at Stone Mountain

Conference Day 1 | 7/18 7:30 AM - 8:30 AM

Location
Outside Evergreen Ballroom Pre-Function Area 2 & 3
Summary
Start the morning with a New Orleans’ inspired breakfast. Available to all conference attendees and guests.

CEO Breakfast

Conference Day 1 | 7/18 7:30 AM - 8:30 AM

Location
Waterfront Restaurant - Private Room
Summary
Invitation only.

Exhibit Hall Open

Exhibit Hall | 7/18 7:45 AM - 8:45 AM

Location
Summit + Audubon
Summary
With nearly 40 sponsors and exhibitors, you won’t want to miss stopping by and meeting some of the best industry partners. Stop by the Exhibit Hall to get to know our sponsors and exhibitors.

AACUC Legacy Museum Open

Legacy Museum | 7/18 7:45 AM - 8:45 AM

Location
Rhododendron A+B
Summary
The Smithsonian has nothing on us! Take a stroll down memory lane – or should we say MEMBERy lane – at the AACUC Legacy Museum. The museum features artifacts and nuggets of AACUC’s 25-year history. Enjoy an interactive self-guided tour. And just like any good museum, stop by the AACUC Pop-Up Store across from the museum to purchase a variety of AACUC merchandise (while supplies last).

Childcare Available

Childcare | 7/18 9:00 AM - 3:45 PM

Location
Honeysuckle
Summary
Supervised childcare is available for conference attendees to enjoy this afternoon’s general and breakout sessions. Parents must check-in their child at the Honeysuckle room. Only the parent who checks in the child may pick up the child when childcare ends.

Opening Ceremony

Conference Day 1 | 7/18 9:00 AM - 9:30 AM

Location
Evergreen Ballroom
Summary
Join us as we officially kickoff the 25th Anniversary AACUC Annual Conference with AACUC President/CEO Renée Sattiewhite, conference MC Shelton Roulhac, AACUC Board Chairman Maurice R. Smith and Title Sponsor TruStage. We’ll get started with a performance of Lift Every Voice and Sing, an invocation, and a special surprise!

Opening Keynote Legacy: Our History. Our Place.

Conference Day 1 | 7/18 9:30 AM - 10:15 AM

Location
Evergreen Ballroom
Speakers
  • Kimberly Brown - Assistant Professor of History and Cultural Projects Director| Florida A&M University and The History Consultants
    Dr. Kimberly Brown Pellum is a public historian and cultural projects leader. With a Ph.D. in U.S. history from Howard University, Dr. Pellum specializes in women’s images, southern culture and the Black Freedom Struggle. Her work includes programming and narrative development at the Smithsonian, The National Park Service, The Birmingham Civil Rights Institute, and GOOGLE’s Arts & Culture series. Dr. Brown Pellum is a sought-after advisor and employs her expert understanding of the past to provide strategic direction and thought leadership to organizations committed to building a better world. Currently, she proudly serves the history faculty at Florida A&M University.
  • Frederick Pellum - Regional Vice President | PFS Investments
Summary
Join us as we discuss the intersectionality between the history of Stone Mountain, our history, and our legacy.

Legacy Lesson: There's Something Wrong with the Village

Conference Day 1 | 7/18 10:15 AM - 10:30 AM

Location
Evergreen Ballroom
Speakers
  • James Pogue - President/CEO | JP Enterprises
    James Pogue is the President/CEO of JP Enterprises. Leadership and training are at the core of who Dr. Pogue is and drive his commitment to equip executives and professionals with thought leadership to communicate and manage effectively. His military service, scope of research and work as a speaker and entrepreneur give him tangible examples of the critical balance between leaders and followers on teams. He provides leaders with well-researched data partnered with highly engaged training to improve their ability to impact behavior and the bottom line.
Summary
In honor of our Legacy-themed conference, hear from leaders within our community to share their journey and one or two lessons learned that have helped their career. Check out what James Pogue has to say about the importance of the village.

Networking Morning Break

Conference Day 1 | 7/18 10:30 AM - 10:45 AM

Location
Pre-Function Area 2

Legacy Lesson: Lessons from My Father

Conference Day 1 | 7/18 10:45 AM - 11:00 AM

Location
Evergreen Ballroom
Speakers
  • Maurice Smith - Retired CEO | Local Government Federal Credit Union
    Maurice Smith is the retired CEO of Local Government FCU and Civic FCU in North Carolina. The 2019 Pete Crear Lifetime Achievement Award recipient and a 2020 Herb Wegner Memorial Award recipient, Maurice is an avid leader who has made extraordinary contributions to the credit union movement, including introducing the 8th Cooperative Principle. He began his career in financial services as a loan officer for State Employees’ Credit Union. He served in several capacities including Vice President/City Executive and Vice President of Marketing/Training. Maurice holds a Bachelor of Science in Business Administration and a Juris Doctorate in Law.
Summary
In honor of our Legacy-themed conference, hear from leaders within our community to share their journey and one or two lessons learned that have helped their career. Find out how Maurice R. Smith’s father helped shape his life and career.

Networking Break

Conference Day 1 | 7/18 11:45 AM - 12:00 PM

Location
Outside Evergreen Ballroom Pre-Function Area 2 & 3

Speed Dating with Our Sponsors

Conference Day 1 | 7/18 12:00 PM - 1:00 PM

Location
Evergreen Ballroom
Summary
Speed Dating with Our Sponsors is an opportunity for sponsors to engage directly with conference attendees in a lightning round format during a general session. Sponsors and exhibitors will have just 60 seconds to tell us about their company, product or service.

Keynote Luncheon Government, Legacy, and Credit Unions

Conference Day 1 | 7/18 12:00 PM - 1:00 PM

Location
Evergreen Ballroom
Speakers
  • Dan Berger - President/CEO | National Association of Federally-Insured Credit Unions
    Dan Berger is currently the CEO of the National Association of Federally Insured-Credit Unions (NAFCU). He has over 30 years of executive management and government affairs experience. Dan has been instrumental in helping turn NAFCU into the premiere advocate for the credit union industry. Dan is an influential author, economist and one of Washington, D.C.’s top lobbyists. He is credited with bringing national attention to key policy issues. Dan holds a master's degree in public administration from Harvard University and a Bachelor of Science in Economics from Florida State University.
Summary
Special presentations and NAFCU CEO Dan Berger will provide a legacy-inspired state of address.

Networking Break

Conference Day 1 | 7/18 1:00 PM - 1:15 PM

Winning HR Strategies for Credit Unions

Breakout Sessions: Day 1 | 7/18 1:15 PM - 2:15 PM

Location
Poplar
Speakers
  • LaSonya Berry - CEO, Chief Human Resource Officer | McPherson, Berry & Associates, AACUC
    LaSonya Berry is African-American Credit Union Coalition’s CHRO and CEO of McPherson|Berry, an industry award winning firm providing HR consulting services, leadership development, DEI solutions, and capacity building strategies. Ms. Berry has been a leader in human resources for over 15 years helping businesses and individuals achieve their full potential by increasing sustainability, driving operational excellence, minimizing risks, and developing leaders. A published author, including “101 Power Tips for the Workplace” and the “CEO Strategy Planner” for business owners and executives, Ms. Berry is a frequent content contributor, is featured in several magazines, a sought-after national speaker, and works with executives.

Bridging the Gap for Career Support

Breakout Sessions: Day 1 | 7/18 1:15 PM - 2:15 PM

Location
Willow
Speakers
  • Tony Hill - SVP/ Chief Marketing Officer | CUES
    As SVP and Chief Marketing Officer of CUES, Tony Hill is an experienced, visionary leader who leads with a vision of not only today, but tomorrow. With over 25 years of leadership experience, he has previously served as VP of Marketing at PSCU and Trellance. Outside the industry he has experience at startups and Fortune 100 companies including AT&T and Occidental Chemical Corporation. Tony holds an MBA and bachelor’s degree from Florida A&M University, and while hailing originally from Silicon Valley, he now calls Florida his home.
Summary
This session will examine the challenges that Black professionals face when it comes to career development and advancement. We will briefly discuss the barriers and biases that contribute to the career development gap, and more significantly, identify methods to bridge the gap and advance your career. Key takeaways include: Evaluating your current position in your career development journey Understanding a learning and development model for professional growth How to create your own development plan

What It Takes to Serve the Underserved When You're the New Credit Union on the Block

Breakout Sessions: Day 1 | 7/18 1:15 PM - 2:15 PM

Location
Dogwood
Speakers
  • Denise Huginnie - Senior Advisor | African-American Credit Union Coalition
    Denise Huginnie is a Senior Advisor for the African-American Credit Union Coalition( AACUC). Ms. Huginnie supports the Office of the CEO and the Commitment to Change Initiative. She has represented AACUC on the community affairs group of the American Fintech Council and the Generation Boost wealth building initiative. Ms. Huginnie’s passions include community development and nonprofit capacity building.
  • Debra Hurston - Executive Director | Association for Black Economic Power
    Debra L. Hurston is the Executive Director of the Association for Black Economic Power. In this capacity, she is leading the organization in fulfilling its goal of establishing a black led community credit union dedicated to addressing the needs of residents in Hennepin and Ramsey counties. From the State Bar of Michigan, the Michigan Dental Association, the Nat'l Alliance of Women in Media, the Minnesota Chiropractic Association and others, Debra has a long history in association management. As a nationally Certified Association Executive, her focus has been on membership services and marketing, legislative policy development, association governance and fundraising. Originally from the south side of Chicago, Debra grew up in Detroit and with her husband Karl, has been a resident of Minnesota since 2000.
  • Arlo Washington - President/CEO | People Trust Community Federal Credit Union
    Arlo Washington is the Founder and President of PEOPLE TRUST Community Loan Fund; a Community Development Financial Institution certified by the U.S Treasury’s CDFI Fund since 2016. In 2021 People Trust deployed 50 million in PPP loans to more than 2600 small businesses, who otherwise would not have received the relief. Washington’s focus is to be the link between access to financial services and personal financial outcomes-improved credit availability and reduced poverty.
  • Benjamin Hering - Strategic Account Manager | CUCollaborate
    Ben Hering is the Strategic Account Manager for CU Collaborate and has worked in credit unions for over eleven years. In his current role, Mr. Hering leads partnerships, manages special projects, and supports account management. He is an organizer of a de novo credit union, Arise Community Credit Union, and is on the board of the Association for Black Economic Power. Mr. Hering graduated from the University of Minnesota. He has been recognized with the AACUC Commitment to Change Young Professional Leadership Award and as a Credit Union Rockstar.
Summary
In this panel breakout session, we will hear from credit union professionals who have successfully undertaken the task of starting new credit unions to fulfill the mission of reaching underserved markets.

Building Better Working Relationships: The AACUC Cross-Cultural Exchange Program

Breakout Sessions: Day 1 | 7/18 1:15 PM - 2:15 PM

Location
Cherry
Speakers
  • John Cassidy - Director, Credit Union System Relations | TruStage
    John Cassidy is the director of credit union system relations for TruStage. Mr. Cassidy develops and implements strategic partnership strategies that promote the company's competitive financial services to the credit union industry by establishing and strengthening relationships with credit union trade organizations across the United States. Prior to joining TruStage in 2010, Mr. Cassidy served as the marketing and business development manager at Latitude 32 Credit Union in Charleston, South Carolina, and as a marketing coordinator at the Credit Union Association of New York in Albany, New York.
  • Jimese Harkley - VP Membership | CUES
    Jimese Harkley serves as Vice President of Membership for the Credit Union Executive Society (CUES). Before joining CUES, Jimese was an entrepreneur and co-founder of a DEI startup. Ms. Harkley has also served in various leadership roles across the association and credit union industries. She earned her bachelor’s degree in communication from Jacksonville State University and Doctor of Jurisprudence from Birmingham School of Law. Ms. Harkley has also completed the CEO Institute, earning the Certified Chief Executive designation (CCE) from CUES. She lives in Birmingham, Alabama with her husband, Alfred, and two children. She enjoys travelling, volunteering, and bowling.
  • Debbie Smith - President & CEO | Georgia United Credit Union
    Debbie Smith joined Georgia United Credit Union (GUCU) in 2002, serving in several executive roles before being appointed CEO in 2013. As an advocate of the credit union philosophy and passionate about serving its members, team members, and communities, she has helped grow GUCU from $950 million to over $2 billion in assets. Under her leadership, Georgia United has received national and international acclaim for social responsibility, community service, products, services, and its website. She serves board member for CUNA, National Credit Union Foundation, and Junior Achievement of Georgia and was recognized as LSCU’s Professional of the Year in 2020.
  • Juan Fernandez Ceballos - President/CEO | Louisiana Credit Union League
    Juan Fernández Ceballos is the President/CEO of the Credit Union Association of New Mexico. Juan has served the credit union movement for nearly 20 years. Juan’s experience includes leading community development efforts in New York, drafting successful legislative initiatives to lower the compliance burden and enable New Mexico credit unions to reach more markets and building cooperation through economic development. Born and raised in Puerto Rico, he is passionate about helping cooperatives reaching Latino, immigrant and communities of color. Juan holds a Bachelor of Arts in Economics from Binghamton University and a Master of Business Administration from Western Governors University.
  • Tony Hernandez - President/CEO | Defense Credit Union Council
    Anthony Hernandez is the President and Chief Executive Officer of the Defense Credit Union Council (DCUC). He joined DCUC as its Chief Operating Officer in August 2016 and was selected as its CEO in April 2017. In this capacity, Mr. Hernandez is responsible for ensuring DCUC’s overall operational effectiveness and the Council’s continued growth as the principal trade association exclusively supporting the interests of defense credit unions serving the U.S. Armed Forces worldwide and representing over 23 million credit union members.
Summary
This explosive program has helped credit union executives throughout the system become more empathetic and understanding to one another. Join us as we discuss some of the program highlights and how you can get involved to start one.

Networking Break

Conference Day 1 | 7/18 2:15 PM - 2:30 PM

Legacy Lesson: It's All about Relationships

Conference Day 1 | 7/18 2:30 PM - 2:45 PM

Location
Evergreen Ballroom
Speakers
  • John Bratsakis - President/CEO | MD|DC Credit Union Association
    John Bratsakis is the President/CEO of the MD|DC Credit Union Association, joining in 2011. He is a credit union veteran with a 35-year history and an extensive background in credit union operations and advocacy. Prior to joining the association, he served as Senior Vice President of Baxter Credit Union. He currently serves as the Chair of CU4Kids, Credit Union Miracle Day and the Credit Union Cherry Blossom Ten Mile Run. He also serves on the American Association of Credit Union Leagues Executive Committee and a Board Member of CU Risk Intelligence, League InfoSight, and PlexCity.
Summary
In honor of our Legacy-themed conference, hear from leaders within our community to share their journey and one or two lessons learned that have helped their career. Learn how John Bratsakis’ Greek heritage influenced the importance of relationships in life and business.

Closing Keynote: Panel Life in the C-Suite for Women of Color

Conference Day 1 | 7/18 2:45 PM - 3:30 PM

Location
Evergreen Ballroom
Speakers
  • Carlene Alexander - AVP, Global DEIB | United Nations Federal Credit Union
    Carlene Alexander is a Diversity, Equity, Inclusion, and Belonging (DEIB) professional based in the New York metro area. Ms. Alexander is the Global Diversity Officer at the United Nations Federal Credit Union, where she oversees UNFCU’s Global DEIB.
  • DAYATRA MATTHEWS - CLO/GC | Local Government Federal Credit Union/Civic Federal Credit Union
    Dayatra (“Day”) Matthews is CLO and General Counsel for the Local Government Federal Credit Union and its affiliated digital-first credit union, Civic Federal Credit Union. Day graduated Phi Beta Kappa from UNC-Chapel Hill and obtained her J.D. from Duke School of Law. A fierce industry advocate, Day was recently elected to the CUNA Board of Directors. In addition, Day just completed her tenure as President of North Carolina’s 10th Judicial District Bar, the bar governing all attorneys in Raleigh, North Carolina. Day holds the distinction of being the first woman of color elected president in that Bar’s 100-year history.
  • Gloria Dixon - Director Philanthropy & Executive Director BECU Foundation | BECU
    Gloria Dixon leads BECU's financial health community giving and BECU Foundation scholarship and impact grantmaking. Born and raised in Milwaukee, WI she is passionate about community and previously worked for a nonprofit in Wisconsin focused on anti-poverty work under the USDA. She attended the University of Wisconsin-Milwaukee for a degree in Sociology and leadership certifications at Marquette University, Cardinal Stritch University and Leadership Eastside (Washington). Personally, she is a mother, a grandmother, and lives in WA with her husband Troy. She is an avid scrapbooker and writing in her journals.
  • Deborah Fears - President/CEO | Chicago Post Office Employees Credit Union
    Deborah Fears currently serves as President/CEO of the Chicago Post Office Employees Credit Union. She has worked in the movement over 14 years, and became CEO in 2020. Prior to joining the industry, she spent several years working in human resources. Deborah holds a bachelor’s degree in Finance with minor studies in Japanese from DePaul University. She is a Certified Credit Union Executive (CCUE), and is also a Credit Union Development Educator (CUDE). Deborah serves on various credit union committees and boards within the industry and has a strong belief in the credit union mission of ‘People Helping People’.
  • Liz Ponder - Executive Vice President/Chief Retail Officer | SRP Federal Credit Union
    Liz Ponder, a Senior Executive with an extensive background in leading the strategic growth for credit unions. Liz serves in the capacity of Executive Vice President/Chief Retail Officer for SRP Federal Credit Union, 1.7-billion-dollar organization headquartered in North Augusta, South Carolina. Liz’s area of responsibility are branches, Facilities, branch builds to include expansions, Virtual Center, Contact Center, Insurance, Investments, Employee Learning and Development. Liz has more than 20 years of galvanizing and influencing financial organizations to perform at their peak. Liz obtained her B.A. degree from Alabama State University. She is also a Certified Chief Executive.
  • Emma Hayes - Chief Culture Officer | SECU
    Emma Hayes is the Chief Culture Officer for the Raleigh, North Carolina-based State Employees’ Credit Union (SECU). In this role, Ms. Hayes oversees diversity, equity, and inclusion (DEI) initiatives, leadership development, employee engagement, and internal brand messaging. She also serves as the Chief Diversity Officer for the African-American Credit Union Coalition.
Summary
Black girl magic in a panel! Join the ladies as they discuss life in the C-suite.

Closing Ceremony & Prizes

Conference Day 1 | 7/18 3:30 PM - 3:45 PM

Location
Evergreen Ballroom
Summary
Day 1 is a wrap! Join us to officially close out our first full conference day and giveaway impressive door prizes from our sponsors and exhibitors. Must be present to win!

Networking Break

Conference Day 1 | 7/18 3:45 PM - 4:00 PM

Exhibitor's Cocktail Reception

Exhibit Hall | 7/18 4:00 PM - 5:00 PM

Location
Summit + Audubon
Summary
Come sip on your favorite adult beverage and join us as we get to know our sponsors and exhibitors. Drink tickets will be provided at the door.

AACUC Legacy Museum Open

Legacy Museum | 7/18 4:00 PM - 5:00 PM

Location
Rhododendron A+B
Summary
The Smithsonian has nothing on us! Take a stroll down memory lane – or should we say MEMBERy lane – at the AACUC Legacy Museum. The museum features artifacts and nuggets of AACUC’s 25-year history. Enjoy an interactive self-guided tour. And just like any good museum, stop by the AACUC Pop-Up Store across from the museum to purchase a variety of AACUC merchandise (while supplies last).

#DEITuesday: Hosted Dinner with Sponsors

#DEITuesday | 7/18 6:00 PM - 8:00 PM

Location
Evergreen Ballroom
Summary
Come dine with us! This special event – sponsored by Elan Credit Card, Lending Solutions Consulting, Inc. and FHB Atlanta – is designed to serve nutrients and networking. Get to learn our sponsors and your fellow conference attendees. Dinner is included in your conference registration.

Childcare Available

Childcare | 7/18 8:00 PM - 10:00 PM

Location
Honeysuckle
Summary
Supervised childcare is available for conference attendees to enjoy tonight’s late-night events. Parents must check-in their child at the Honeysuckle room. Only the parent who checks in the child may pickup the child at the end of the night.

#DEITuesday: Young Professionals Night

#DEITuesday | 7/18 8:00 PM - 9:00 PM

Location
Resort Deck
Summary
Join the Young Professionals as they celebrate the legacy of HBCUs during the #DEITuesday: Young Professionals Networking Nigh. Join us for s’mores, conversations and good times. Wear your favorite HBCU gear and stand up for HBCUs. The best dressed HBCU outfit gets a $100 Visa branded gift card!

#DEITuesday: Late Night with Kevin

#DEITuesday | 7/18 9:00 PM - 10:00 PM

Location
Rotunda
Speakers
  • Kevin Martin - EVP, Strategic Integration & Member Experience | SchoolsFirst Federal Credit Union
Summary
What is legacy? What will your legacy be? Join Kevin in an open, casual and safe discussion as he explores how we can impact the world personally and professionally through clarity of vision, intention and courage.

Sunrise Fitness: Bootcamp

Sunrise Fitness | 7/19 5:45 AM - 6:45 AM

Location
Rotunda
Summary
Wrap up the week with a workout! This fitness session is designed to help you learn new and classic exercise techniques and movement patterns – from simple bodyweight movements to windmills – pushing you to your limits and helping to develop a stronger and faster YOU!

25th Anniversary Legacy Inspirational Breakfast

Conference Day 2 | 7/19 6:45 AM - 8:15 AM

Location
Evergreen Ballroom
Speakers
  • Michael Hale - AVP/Chief Strategy Officer | Arizona Federal Credit Union
  • Bert Hash - Retired President/CEO | Municipal Employees Credit Union of Baltimore (MECU), Inc.
    Bert J. Hash, Jr., is the retired President and CEO of the Municipal Employees Credit Union of Baltimore (MECU), Inc., a position he held from December 1996 until June 2014. Mr. Hash is a seasoned financial services executive with over 44 years of experience in managing various aspects of banking and financial services. Before retiring from MECU Credit Union, he worked for Equitable Bank for 15 years and Provident Bank of Maryland for 12 years. Mr.Hash received the Pete Crear Lifetime Achievement Award in 2014 and was inducted into the African American Credit Union Hall of Fame in 2017.
  • Goldie Randle - Board Member | SRP Federal Credit Union
    Goldie Randall has served on the Board of Directors, the Member Relations Committee, and currently the Finance Committee for SRP Federal Credit Union. She worked as a Financial Analyst for Westinghouse at the Savannah River Site until she retired in 2002. The National Management Association presented Ms. Randall with the Member of the Year Award in 2000 for her work with high school students. She is the mother of three and has four grandchildren and one great-granddaughter. Her family lives in Chicago and around the United States. Her hobbies include bowling, visiting her family and volunteering to help others.
  • Louisiana Wright Sanders - Board Secretary | SRP Federal Credit Union
    Louisiana Wright Sanders has been a member of SRP Federal Credit Union for over 43 years, serving on its Board of Directors for 31 years in multiple capacities including on the Executive Committee, as Secretary of the Board, and Member Relations Committee Chair to name a few. Her experience also includes Aiken Electric Cooperative’s Credit Union. She is a 2018 African American Credit Union Hall of Fame Inductee. She is employed with Amentum Services Corporation with over 39 years of service in positions including Laboratory, Finance and Accounting, Government/Public Affairs and currently as a Financial Professional in Contracts & Procurement.
  • Latonya Allen - Director of Consumer Lending and Marketing, Chapter Liaison | GPO Federal Credit Union, AACUC
    Latonya Allen is the Director of Consumer Lending and Marketing at Government Printing Office Federal Credit Union. Latonya has more than 20 years of experience in the credit union industry. She simply lives by the credit union philosophy of “people helping people” in both her professional and personal life. She is a graduate of the Credit Union Development Educator Program from The National Foundation of Credit Unions and a proud member of the AACUC, where she serves as Chapter Liaison. She is currently a member of MDDCUA Young Professional Network.
  • Sheilah Montgomery - CEO | Florida A&M University Federal Credit Union
    For over four decades, Sheilah Montgomery has advanced the credit union movement mission and financial well-being of members. She serves as CEO of FAMU Federal Credit Union and has served as President/CEO of 1st Choice Credit Union and Credit Union of Atlanta, where she directed mission critical projects and developed organizational capacity strategies. She is the co-founder of the AACUC, is an African American Credit Union Hall of Fame Inductee and Pete Crear Lifetime Achievement Award recipient. A Certified Chief Executive, Credit Union Development Educator, and International South Africa CUDE, she has dedicated her career to being a servant leader.
Summary
What do you get when you combine AACUC co-founders, a Chairman’s Award winner, a Commitment to Change: Young Professionals Leadership Award recipient, four African American Credit Union Hall of Fame Inductees and two Pete Crear Lifetime Achievement Award recipients? One legendary and inspiring time! Join us for breakfast and an insightful conversation reflecting on how and why AACUC was founded, proudest moments over the years and why AACUC is still relevant today. The panel discussion will start at 7:15 AM.

Young Professionals Lounge

YP Lounge | 7/19 7:00 AM - 10:00 PM

Location
Gardenia
Summary
Kick back and chill in the Visa Everywhere Young Professionals Lounge presented by Visa.

Hospitality

Hospitality | 7/19 7:00 AM - 10:00 PM

Location
Magnolia
Summary
Drop in or stay a while in the Hospitality Room. Snacks and beverages will be refreshed throughout the day.

Exhibit Hall Open

Exhibit Hall | 7/19 7:45 AM - 8:45 AM

Location
Summit + Audubon
Summary
With nearly 40 sponsors and exhibitors, you won’t want to miss stopping by and meeting some of the best industry partners. Stop by the Exhibit Hall to get to know our sponsors and exhibitors.

AACUC Legacy Museum Open

Legacy Museum | 7/19 7:45 AM - 8:45 AM

Location
Rhododendron A+B
Summary
The Smithsonian has nothing on us! Take a stroll down memory lane – or should we say MEMBERy lane – at the AACUC Legacy Museum. The museum features artifacts and nuggets of AACUC’s 25-year history. Enjoy an interactive self-guided tour. And just like any good museum, stop by the AACUC Pop-Up Store across from the museum to purchase a variety of AACUC merchandise (while supplies last).

Childcare Available

Childcare | 7/19 9:00 AM - 3:45 PM

Location
Honeysuckle
Summary
Supervised childcare is available for conference attendees to enjoy this afternoon’s general and breakout sessions. Parents must check-in their child at the Honeysuckle room. Only the parent who checks in the child may pick up the child when childcare ends.

Opening Ceremony

Conference Day 2 | 7/19 9:00 AM - 9:20 AM

Location
Evergreen Ballroom
Summary
Day 2 conference activities start with special remarks from elected and appointed officials and another surprise!

Opening Keynote: Advancing Racial Equity: Increasing Homeownership and Wealth Building

Conference Day 2 | 7/19 9:20 AM - 9:50 AM

Location
Evergreen Ballroom
Speakers
  • Teresa Bryce Bazemore - President/CEO | Federal Home Loan Bank of San Francisco
    Teresa Bryce Bazemore has over 30 years of experience as a senior executive in the mortgage banking industry. She currently serves as the President/CEO of the Federal Home Loan Bank of San Francisco and previously served as the President of Radian Guaranty and in various executive capacities at Radian Group. She serves on the Board of Directors of the T Rowe Price Funds, First Industrial Realty Trust and the FHLB Office of Finance. Her varied experiences and expertise include corporate governance, succession planning, enterprise risk management, executive compensation, strategic planning, and audit committee matters.
Summary
Looking at the changing population demographics in our country, the business imperative of centering Diversity, Equity, and Inclusion is perfectly clear. From an internal perspective, research shows that financial institutions that prioritize DE&I are stronger in innovation, creativity, productivity, and problem-solving. From a marketplace perspective, representation matters to the relationships you have with your members and how you serve the growing diversity of your communities. For financial institutions of all kinds and sizes, leveraging the power of diversity is both good for the bottom line and essential for advancing racial equity. FHLBank San Francisco President and CEO Teresa Bryce Bazemore will connect the dots between embracing DE&I principles and practices and what the financial services sector as a whole, and all of the diverse professionals working within it, can do to dismantle structural barriers to equitable Black homeownership and wealth building opportunities.

Opening Keynote: Leadership: Listen, Lead and Learn

Conference Day 2 | 7/19 9:50 AM - 10:20 AM

Location
Evergreen Ballroom
Speakers
  • Annie Andrews - Rear Admiral, U.S. Navy (Retired) Chief Executive Officer | Andrews Consulting Enterprise, LLC
    Rear Admiral (retired) Annie B. Andrews is the third of only four Black female admirals in the U.S. Navy’s 247-year history. During her 32 years of service, she led the recruitment of 40,000 sailors annually and oversaw the training for 100,000 sailors to deploy worldwide. As a C-suite executive for the Federal Aviation Administration, she led the strategic partnership in human resources for the largest transportation agency responsible for aviation in the U.S. and international waters. She attributes her Three "A" of Successful Leadership: Authenticity, Approachability, and Accountability philosophy for propelling her to historic heights and guiding thousands on their path.
Summary
Be prepared to be inspired as Retired Rear Admiral Andrews shares nuggets and best practices on leading through listening and learning.

Networking Break

Conference Day 2 | 7/19 10:20 AM - 10:40 AM

Location
Outside Evergreen Ballroom Pre-Function Area 2 & 3

Opening Keynote: What Legacy Means to Me

Conference Day 2 | 7/19 10:40 AM - 11:15 AM

Location
Evergreen Ballroom
Speakers
  • Anthony Thomas - Publisher | People You Need to Know, Inc.
    Anthony “Spark Plug” Thomas has been gifted with a powerful and harmonious voice which moves listeners toward action. From his humble beginnings to his vast experiences as a world traveler to amazing places such as Bermuda, Canada, Cuba, Mexico, the Caribbean, Egypt, France, Italy, Spain, England, Germany, the Netherlands, Dubai, the Far East and more, it all fuels his ability to connect with all people. Anthony Thomas is a distinguished graduate of Mercer University and Duke University. Spark Plug is also an award-winning Atlanta publisher. His upbeat presentation style is sure to boost morale and wow any audience!
Summary
In a fun, uplifting and motivational way, Anthony “Spark Plug” Thomas will share with the 25th Annual Conference attendees what Legacy means to him and how it continues to shape his life. From inspirational past experiences taught by family, friends and business associates, Spark Plug believes that every day we have an opportunity to learn from or leave a positive legacy lesson for others. In his presentation, attendees will laugh, be inspired, and enjoy the fact that Spark Plug has the kind of voice that touches the soul and makes you believe in the power of the human spirit again.

Legacy Lesson: Nature versus Nurture

Conference Day 2 | 7/19 11:15 AM - 11:30 AM

Location
Evergreen Ballroom
Speakers
  • Ronaldo Hardy - Chief People Officer, Owner | CU Strategic Planning
    Ronaldo Hardy is a visionary executive who is committed to changing the world by building the people who will change the world. At CU Strategic Planning, he leads the DEIB services, providing clients with a comprehensive range of assessments, training, and consulting. As CEO, he led Southwest Louisiana Federal Credit Union to CDFI certification and an FA award, achieving a remarkable 1.28% ROA, 7% yield on average loans, and more than 10% annual loan growth. Mr. Hardy holds a Bachelor of Business Administration and a Master of Science in Human Resource Education with a concentration in Leadership Development.
Summary
In honor of our Legacy-themed conference, hear from leaders within our community to share their journey and one or two lessons learned that have helped their career. Hear about a mother’s influence from Ronaldo Hardy.

Legacy Lesson

Conference Day 2 | 7/19 11:30 AM - 11:45 AM

Location
Evergreen Ballroom
Speakers
  • Beverly Anderson - President/CEO | BECU
    Beverly Anderson is President and CEO of Seattle-based BECU, the fourth-largest credit union in the United States. A financial services veteran with more than 30 years of experience in leadership roles in the banking and payments industries, Ms. Anderson is responsible for all aspects of leading an organization with nearly 1.4 million members and $28.8 billion in assets. She joined BECU in December 2022. Ms. Anderson previously held executive roles at Equifax, Wells Fargo, and American Express. She holds an MBA from Harvard Business School and graduated summa cum laude with a B.S. in business from Florida A&M University.
Summary
In honor of our Legacy-themed conference, hear from leaders within our community to share their journey and one or two lessons learned that have helped their career. Beverly Anderson shares her thoughts on her background, the progression of her career, her views on leadership, and why the credit union mission is the ideal intersection of her passion for providing economic access to others and helping people achieve financial freedom. In December 2022, Beverly took the reins of the Washington state based credit union. BECU currently holds $28.8 billion in assets and serves 1.4 million members.

Networking Break

Conference Day 2 | 7/19 11:45 AM - 12:00 PM

Location
Outside Evergreen Ballroom Pre-Function Area 2 & 3

Keynote Luncheon CUNA's Impact & Legacy Connection

Conference Day 2 | 7/19 12:00 PM - 1:00 PM

Location
Evergreen Ballroom
Speakers
  • Jim Nussle - President/CEO | Credit Union National Association
    Jim Nussle was named president and CEO of the Credit Union National Association in September 2014. Nussle, is a former eight-term congressman and director of the White House Office of Management and Budget. In his early career, Jim served as a first responder and firefighter, the Delaware County Attorney, the chief prosecutor and civil attorney before establishing his own law practice. He volunteers with The National Down Syndrome Society and Epiphany Lutheran Church Congregational Council. A native Iowan, Jim holds a bachelor’s degree in political science from Luther College and law degree from Drake University.
Summary
Jim Nussle will discuss the history of collaboration between AACUC and CUNA (with a special shout out to the 25th anniversary), how AACUC helps CUNA’s advocacy work, and goals for the future of the partnership.

Networking Break

Conference Day 2 | 7/19 1:00 PM - 1:15 PM

Keep Your Heir Property

Breakout Sessions: Day 2 | 7/19 1:15 PM - 2:15 PM

Location
Poplar
Speakers
  • Dãnia Davy - Director of Land Retention & Advocacy | Federation of Southern Cooperatives/Land Assistance Fund
    Dãnia Davy serves as Director of Land Retention and Advocacy at the Federation of Southern Cooperatives/Land Assistance Fund, the largest and the oldest cooperatively-owned organization whose membership includes black farmers, landowners, and cooperatives. Ms. Davy manages the State Agricultural Mediation Programs in Florida, the U.S. Virgin Islands, Georgia, and Louisiana, leads the Heir Property Relending Program Technical Assistance and Outreach Project, hosts the Federation Conversation podcast, supervises the Federation Fellowship and the Summer Law Student Internship, and leads the Federation’s Advocacy Institute. Ms. Davy currently serves on the boards of the Farmers Legal Action Group and the Southern Rural Development Center.
Summary
Heirs property, or family land, occurs when a landowner passes away without an estate plan. Recent estimates suggest that over $20B of real estate value is owned by heirs who do not have clear title to their family land. As a result, they are often unable to manage and maintain the property leading to significant rates of land loss among heir property landowners. In this session, we will explore what heirs property is, how it affects the families and communities it is in, the importance of estate planning to prevent creating heirs property, and resources, including the Heir Property Relending Program, that are available to help families clear title and enjoy the full benefit of their family wealth.

The Credit Union DEI Collective: An Essential Network

Breakout Sessions: Day 2 | 7/19 1:15 PM - 2:15 PM

Location
Willow
Speakers
  • Pablo DeFilippi - Executive Vice President | Inclusiv
    Pablo DeFilippi is the Executive Vice President of the Inclusiv Network. With over 20 years of community finance experience, he has worked with regulated domestic and international financial institutions. Originally from Chile, Pablo nearly immediately became involved with credit unions including Municipal Credit Union, Lower East Side People’s Federal Credit Union and World Council of Credit Unions, Inc. upon relocating to the United States. Pablo holds a Bachelor of Arts in Social Studies from Universidad de Chile, Professional Accounting Certificates from Baruch College and New York University, and Master of Business Administration from Pace University among several credit union distinctions
  • Angela Russell - Chief Diversity Officer | TruStage
    Angela Russell is the Chief Diversity Officer at TruStage. Her experience includes serving in various roles within Wisconsin state government. She serves on the Board of Directors for JustDane and hosts a podcast called Black Oxygen, which was awarded the 2021 Wisconsin Innovation Award. Ms. Russell holds an M.S. in Population Health from the University of Wisconsin School of Medicine and Public Health and a B.S. in Biochemistry from Beloit College. She is the recipient of AACUC’s inaugural DEI Trailblazer Award in 2021 and was named one of the nation’s most powerful diversity executives by Black Enterprise magazine in 2018.
  • Samira Salem - VP Diversity, Equity, and Inclusion | Credit Union National Association
    Samira has experience in international economic development, community development, economic policy research, and DEI. She joined the Credit Union National Association (CUNA) in 2018 as a Senior Policy Analyst in the Economics Department. In 2020 she was promoted to Vice President for DEI. Before joining CUNA, she worked for Forward Community Investments, a CDFI focused on advancing racial equity. Earlier, Samira worked at the U.S. International Trade Commission (ITC) in Washington D.C., as their Senior Trade Analyst for Labor. Samira earned her Ph.D. in Political Economy and Public Policy and her M.A. in Economics from the University of Southern California.
  • Victor Corro - CEO | Coopera Consulting
    Victor Miguel Corro, CEO of Coopera Consulting, helps organizations craft a data-driven growth strategy by serving underserved and multicultural market segments within their communities. He employs his knowledge and experience as a first-generation U.S. immigrant from Panama. With over 25 years of combined corporate leadership and consulting experience, he has a knack for unifying parties to advance the mission of making financial inclusion a reality. Co-founder of the Credit Union DEI Collective, he devotes himself to furthering DEI in the credit union industry. Mr. Corro holds degrees in Economics and Latin American Studies from the University of Wisconsin.
Summary
Join practitioners sharing best practices from the DEI Collective.

Tough Questions About Your DEI Journey

Breakout Sessions: Day 2 | 7/19 1:15 PM - 2:15 PM

Location
Dogwood
Speakers
  • Damaris Carroll - Sr. Diversity, Equity, Inclusion/Employee Experience Program Manager | PSCU
    With over 15 years of experience, Damaris has straddled DEI and Employee Experience bringing culture to life. Damaris has turned her to passion, helping organization advance DEI efforts in all levels of the business through consulting and development of strategic business outcomes. Working with Fortune 50 companies, Damaris has elevated programs such as Employee Resource Groups to function as key parts of organizational goals. She is a certified DEI professional and certified Gallup CliftonStrengths coach. Damaris has helped organizations increase awareness and provide transparency around DEI metrics and data and set strategies to move the proverbial needle.
Summary
Diversity, Equity, and Inclusion (DEI) have become key priorities for organizations worldwide, but progress can be hindered by complex issues and sensitive discussions. This workshop aims to create a safe space for open dialogue, where participants can explore and address the tough questions that arise on their DEI journey. By engaging in these tough conversations, participants will develop a deeper understanding of the nuances and complexities of DEI initiatives. They will leave with insights to enhance their organization's DEI efforts and build a stronger, more inclusive workplace. Together, let's create a workplace where diversity is celebrated, equity is realized, and inclusion is the norm.

Getting and Keeping Leadership and Board...'On Board' with Cultural Change

Breakout Sessions: Day 2 | 7/19 1:15 PM - 2:15 PM

Location
Cherry
Speakers
  • Emma Hayes - Chief Culture Officer | SECU
    Emma Hayes is the Chief Culture Officer at State Employees' Credit Union (SECU). She previously served as the Director of Learning and Development for Local Government Federal Credit Union. She has over 25 years of experience partnering with individuals and organizations seeking to advance their staff both personally and professionally. Emma's experience includes serving as Chief Diversity Officer for the African-American Credit Union Coalition. Emma is a two-time graduate of North Carolina State University receiving an undergraduate degree with a concentration in Finance, then returning to receive a Master of Education in Training and Development.
  • James Pogue - President/CEO | JP Enterprises
    James Pogue is the President/CEO of JP Enterprises. Leadership and training are at the core of who Dr. Pogue is and drive his commitment to equip executives and professionals with thought leadership to communicate and manage effectively. His military service, scope of research and work as a speaker and entrepreneur give him tangible examples of the critical balance between leaders and followers on teams. He provides leaders with well-researched data partnered with highly engaged training to improve their ability to impact behavior and the bottom line.
Summary
Organizational and cultural change continue to be the watch words of today's marketplace.  Leaders and Board members must be equipped with the best possible information at the right times and packaged in a way to facilitate data based decision making.  This session will provide attendees with 1) Key factors that inform successful strategies 2) Pitfalls to avoid and 3) Trends to inform...all with the intention of Getting and Keeping Leadership and Board...on Board with Cultural Change.

Networking Break

Conference Day 2 | 7/19 2:15 PM - 2:30 PM

Legacy Lesson: Growth & Comfort Can Never Coexist

Conference Day 2 | 7/19 2:30 PM - 2:45 PM

Location
Evergreen Ballroom
Speakers
  • Emma Hayes - Chief Culture Officer | SECU
    Emma Hayes is the Chief Culture Officer at State Employees' Credit Union (SECU). She previously served as the Director of Learning and Development for Local Government Federal Credit Union. She has over 25 years of experience partnering with individuals and organizations seeking to advance their staff both personally and professionally. Emma's experience includes serving as Chief Diversity Officer for the African-American Credit Union Coalition. Emma is a two-time graduate of North Carolina State University receiving an undergraduate degree with a concentration in Finance, then returning to receive a Master of Education in Training and Development.
Summary
In honor of our Legacy-themed conference, hear from leaders within our community to share their journey and one or two lessons learned that have helped their career. Check out Emma Hayes breakdown how growing and discomfort can go hand-in-hand.

Closing Keynote: Panel Insightful Leadership: CEOs of Billion Dollar CUs

Conference Day 2 | 7/19 2:45 PM - 3:30 PM

Location
Evergreen Ballroom
Speakers
  • Beverly Anderson - President/CEO | BECU
    Beverly Anderson is President and CEO of Seattle-based BECU, the fourth-largest credit union in the United States. A financial services veteran with more than 30 years of experience in leadership roles in the banking and payments industries, Ms. Anderson is responsible for all aspects of leading an organization with nearly 1.4 million members and $28.8 billion in assets. She joined BECU in December 2022. Ms. Anderson previously held executive roles at Equifax, Wells Fargo, and American Express. She holds an MBA from Harvard Business School and graduated summa cum laude with a B.S. in business from Florida A&M University.
  • John Bissell - President/CEO | Greylock Federal Credit Union
    John Bissell joined the Greylock Federal Credit Union team in 2003 and was named CEO in 2015. Under his leadership, Greylock earned CDFI and Juntos Avanzamos certifications and made deep investments in anti-racism and financial inclusion initiatives. Mr. Bissell currently serves as a Board Director for AACUC and served on the steering committee that created AACUC’s Cross-Cultural Exchange Program. He earned his Bachelor of Science from Amherst College and MBA from the University of Massachusetts. He is a graduate of the New England School for Financial Studies program at Babson College.
  • Girado Smith - President/CEO | Educational Systems Federal Credit Union
    Girado Smith became the President/CEO of Educational Systems Federal Credit Union after serving as the Chief Financial Officer since 2004. During his tenure, Mr. Smith has led its financial operations and strategic direction, which has resulted in surpassing the $1 billion in assets milestone. He is committed to serving the education community by offering customized solutions and excellence in member service. Mr. Smith is driven to shape a culture of teamwork and inclusion within our industry and played an integral role in partnering with the African American Credit Union Coalition to form the Rosemary Brinkley C-Level Leadership Development Program.
  • Australia Hoover - President and CEO | CDC Federal Credit Union
    Australia Hoover is the President and CEO of CDC Federal Credit Union, a $450 million financial institution with over 20,000 members. He joined the credit union in 1996, and has held a variety of leadership positions, including Executive Vice President and President. Hoover is a graduate of Virginia Commonwealth University, where he earned a bachelor’s degree in economics and Regis University where he earned an MBA. Hoover is a strong advocate for financial literacy and equal access to technology for underserved communities. He is a member of the steering committee of Fintech Talents North America and is a frequent speaker on financial topics. Hoover is passionate about helping people achieve their financial goals. He believes that everyone deserves access to affordable financial services, and he is committed to making CDC Federal Credit Union a resource for the community. In his spare time, Hoover enjoys spending time with his family, music, and sports.
Summary
The panel session on billion-dollar credit union leadership is sure to be a lively and informative discussion about the challenges and opportunities facing credit unions of this size. The panelists, all of whom are leaders of billion-dollar credit unions, will share their insights on topics such as growth strategies, risk management, and the importance of community engagement.

Closing Ceremony & Prizes

Conference Day 2 | 7/19 3:30 PM - 4:00 PM

Location
Evergreen Ballroom
Summary
Day 2 is a wrap! AACUC Chief Experience Officer Dohnia Dorman will share closing remarks and takeaways from the conference. Join us to officially close out our second full conference day and giveaway impressive door prizes from our sponsors and exhibitors. Must be present to win!

AACUC Legacy Museum Open

Legacy Museum | 7/19 4:00 PM - 5:00 PM

Location
Rhododendron A+B
Summary
The Smithsonian has nothing on us! Take a stroll down memory lane – or should we say MEMBERy lane – at the AACUC Legacy Museum. The museum features artifacts and nuggets of AACUC’s 25-year history. Enjoy an interactive self-guided tour. And just like any good museum, stop by the AACUC Pop-Up Store across from the museum to purchase a variety of AACUC merchandise (while supplies last).

Childcare Available

Childcare | 7/19 6:00 PM - 11:00 PM

Location
Honeysuckle
Summary
Supervised childcare is available for conference attendees to enjoy tonight’s award ceremony and late-night event. Parents must check-in their child at the Honeysuckle room. Only the parent who checks in the child may pick up the child at the end of the night.

Maurice R. Smith DEI Leadership Awards Dinner

Awards Dinner | 7/19 7:30 PM - 9:00 PM

Location
Evergreen Ballroom
Summary
Join us as we celebrate trailblazers in the world of diversity, equity and inclusion during the inaugural Maurice R. Smith DEI Leadership Awards Dinner. Tonight’s ceremony includes a special tribute and is included with conference registration. Be sure to bring your ticket from your registration pouch to enter the ballroom! Sponsored by TruStage Doors & Cash Bar Open at 7:10 PM Included with conference registration Honorees: Martin Eakes, Juan Fernández, Gigi Hyland, Diane Rector, Self-Help Credit Union MCs: Dohnia Dorman, AJ Lotharp

Legacy After Party

After Party | 7/19 9:00 PM - 11:00 PM

Location
Stone Mountain Ballroom
Summary
Let’s keep the celebration going during the Legacy After Party! DJ Callihe will be spinning the best playlist and we’re sure to have a great time on the dance floor.

Goodbye Breakfast

Conference Day 3 | 7/20 8:30 AM - 10:00 AM

Location
Lake Level/Open Area Pre-Function Area 4
Summary
Goodbye Breakfast It’s so hard to say goodbye! Whether you’re on your way to catch a flight and staying a little longer, stop by to enjoy breakfast and stick around to reflect, relate and release about your conference experience, aha moments and key takeaways.

Conference Reflections

Conference Day 3 | 7/20 9:00 AM - 10:00 AM

Location
Dogwood
Speakers
  • Renee Sattiewhite - President/CEO | AACUC
    Renée Sattiewhite is the President/CEO of the African-American Credit Union Coalition. Under her leadership, AACUC received the 2022 Anchor Award, considered the Nobel Peace Prize for the credit union movement. She has over 30 years of experience in finance and has been associated with credit unions for over 25 years. Renée is a certified diversity professional, Credit union Development Educator, motivational speaker and more. She holds a Bachelor of Arts in Communications. Renée is a proud board member of the World Council of Credit Unions Foundation and a Master Trainer for the United Way of Atlanta’s VIP Board Development Program.
Summary
And just like that, the 25th Anniversary AACUC Annual Conference is a wrap! Join AACUC President/CEO Renée Sattiewhite as she helps unpack the moments from the conference to help you leave Bold, Mindful and Brave.
Powered By GrowthZone