When

Monday, October 7, 2019 at 8:00 AM EDT
-to-
Wednesday, October 9, 2019 at 12:00 PM EDT

Add to Calendar 

Where

Hotel Viking 
1 Bellevue Ave
Newport, RI 02840
 

 
Driving Directions 

Contact

Accolade Events Team 
Accolade Asset/Liability Advisory Services 
614-816-2694 
accoladeevents@accoladeadvisory.com 
 

2019 Accolade Users' Conference 

The fifth annual Accolade Users' Conference is on October 7-9, 2019, at Hotel Viking in Newport, Rhode Island.

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

  • 9:00 - 10:00 AM - 3 slots available
  • 10:00 - 11:00 AM - 3 slots available

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.