Agenda

Saturday - September 26, 2020

4:30 PM - 5:30 PM             Registration & Welcome Reception for Participants and Registered Guests                                                          (Cash Bar)


 

Sunday - September 27, 2020

 

7:30 AM - 9:00 AM             Breakfast for Attendees and Registered Guests

8:45 AM - 9:45 AM             "TheStrategy of Planning" by Tom Long

9:45 AM - 10:00 AM           "Understanding the Basics of SERPs" by Tammy O'Hara

10:00 AM - 10:45 AM          "2020 Lessons Learned - Open Discussion" moderated by Kathy Budd


 

Monday - September 28, 2020

 

7:30 AM - 9:00 AM             Breakfast for Attendees and Registered Guests

8:45 AM - 10:15 AM            "The Road Ahead: An Economic Outlook" by Cristian deRitis

10:15 AM - 10:30 AM           Coffee Break

10:30 AM - 12:00 PM          "The Credit Union of the Future" by Chris DeRitis


 

Tuesday - September 29, 2020

 

7:30 AM - 9:00 AM            Breakfast for Attendees and Registered Guests

8:45 AM - 10:15 AM           "Maserati Misery" by Frank Drake 

10:15 AM - 10:30 AM          Coffee Break

10:30 AM - 12:00 PM         "Third Party Vendor Compliance Verification" by Frank Drake

First Tee Time 1:30           Optional Networking Activity: Golf $TBD


 

Wednesday - September 30, 2020

 

7:30 AM - 9:00 AM      Breakfast for Attendees and Registered Guests

8:45 AM - 9:45 AM      “Bank Differently—The Power of Differentiation in Commodity Markets" by                                        Matt Purvis

9:45 AM - 10:45 AM    "Everyone Hates Annual Evaluations—And for good reason. It’s Time to                                               Develop Talent" by Matt Purvis

 

Times, events, and topics subject to change without notice.

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404.255.6828

P.O. Box 333
Cumming, GA 30028

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