Schedule of Events & Conference Agenda
Monday, October 7
7:30 - 8:30 AM - Breakfast and registration
Morning Sessions
8:30 - 9:00 AM - Accolade Vision, Dave Fearing
9:00 - 10:00 AM - Investment Strategies for Credit Unions, JD Pisula
10:00 - 11:00 AM - Asset Liability Management
11:00 AM - 12:00 PM - Credit Modeling, Aaron Rouse
12:00 - 1:00 - Lunch
Afternoon Sessions
1:00 - 2:00 PM - Investigating the Motivators of Member Loyalty, Aaron Rouse
2:00 - 3:00 PM - Three Strategies to Add Commercial Loans, Jim Gallagher
3:00 - 4:00 PM - Balance Sheet Management Roundtables, JD Pisula
4:00 - 4:15 PM - Monday Wrap Up, Aaron Rouse
Evening Event
6:00 - 10:00 PM - Wine Tasting Event at Newport Vineyards
Tuesday, October 8
7:30 - 8:30 AM - Breakfast
Morning Sessions
8:30 - 9:30 AM - Professional Development, Jack Hubbard
9:30 - 10:30 AM - Economic Outlook, Cris DeRitis
10:30 - 11:00 AM - Break
11:00 AM - 12:00 PM - Bringing Your Culture to Life, Amanda Thomas
12:00 - 1:00 PM - Lunch
Afternoon Sessions
1:00 - 2:30 PM - The Foundations of Leadership, Gale Alofsin
2:30 - 2:45 PM - Tuesday Wrap Up, Aaron Rouse
Evening Events
4:00 - 6:00 PM - Sailing (Optional)
Join Accolade on the Schooner Aurora. With her two masts tall under a clear sky, Aurora will take you back to a time reminiscent of the "Tall Ships Era." The seaworthy Aurora is Coast Guard certified to accomodate up to 68 passengers and is professionally maintained by her friendly and experienced crew. Appetizers and drinks will be served. The cost for this event is $75 per person and you can select this optional event as an add-on in the event registration. In case of inclement weather, an alternative event has been planned and details will be provided.
6:30 - 9:00 PM - Dinner and live music on the waterfront
Wednesday, October 9
7:30 - 8:30 AM - Breakfast
Register for a one-on-one meeting with your Accolade staff to answer any questions you might have
Alternatively, there will be a free ALM training from 9:00 - 10:00 AM today. This optional session will go over ALM concepts, data flow, and reporting.