Directors’ Conference focuses on unified visions, succession planning, and the future
Monday, July 22, 2013
CHARLESTON, SC (07/22/13) — As times change, new challenges
arise, from emerging technologies to new regulations and time scarcity.
Overcoming those challenges is what defines an excellent credit union board. These
issues and more were explored by various guest speakers during SRCUS’ 2013
Southeast Regional Directors’ Conference, held July 14-17 in Charleston, SC.
The conference, hosted by the South Carolina Credit Union
League (SCCUL), saw its highest number of participation in the last three
years, with 210 attendees and 120 guests from the ten southeastern states of
Alabama, Florida, Georgia, Kentucky, Louisiana, Mississippi, North Carolina,
Tennessee, South Carolina, and Virginia.
"You get one chance every ten years to showcase your state,
so I’m thankful that this conference received so much participation,” said
SCCUL Director of Conferences & Training Barbara Lehew-Bickley.
Held at Charleston Place Hotel, SCCUL quickly sold out rooms
and had to expand accommodations to The Mills House and other surrounding
The weekend kicked off on Sunday, July 14 with a
pre-conference workshop hosted by SCCUL Director of Member Services Latasha
Cooper on fiduciary responsibilities. The workshop reviewed the general duties,
forms, terminology, and financial literacy requirements for a credit union
The following day, guest speakers Rory Rowland (Rowland
Consulting) and John Vardallas (The American Boomer) highlighted the importance
of the Board/CEO partnership, the importance of strategic planning, and what it
takes to become exceptional.
"Exceptional boards energize themselves through planned
turnover, thoughtful recruitment, and inclusiveness,” said Vardallas.
"Strategic planning isn’t forecasting, eliminating risk,
blind to today or blind to tomorrow,” said Rowland. "Strategic planning takes a
grand vision and turns it into something useful.”
Tuesday was a half-day of sessions on generational
economics, led by SC Federal Credit Union’s Troy Hall and the state of the U.S.
economy, led by First Carolina Corporate Credit Union’s Fred Eisel.
By noon, credit union directors were adjourned and began
their tours of Historic Downtown Charleston. Tour options included: A carriage
tour, culinary tour, and bus tour. The evening came to a close with a dinner
cruise on the ocean.
Guest speakers, John Wallace (CUNA Mutual Group) and Patrick
Adams (St. Louis Community CU), closed out the conference on Wednesday, July
17. Wallace reviewed the importance of effective risk oversight, while Adams
emphasized the importance of looking forward in your leadership role.
After a closing message from SCCUL President/CEO Steve
Fowler, the conference ended and credit union directors made their way home.
"I have to thank my co-worker June Ballentine, Conference
Direct’s Laura Kuechenberg, Dan Denning of Georgia CU Affiliates, Dorschey
Coleman of Virginia CU League, and Tom McWilliams of Mississippi CU League for
all the help they provided during this conference,” said Lehew-Bickley.
"We also could not have done it without support from our
sponsors: CUNA Mutual Group, First Carolina Corporate Credit Union, Palmetto
Cooperative Services, LLC/PCSi, and SC Federal Credit Union,” Lehew-Bickley
Mark your calendar now for the 2014 Southeast Regional
Directors’ Conference, which is scheduled for July 13-17 at the Westin Resort
Hotel in Savannah, Ga. The conference will be hosted by the Georgia Credit
Union Affiliates and the other nine supporting southeastern states.
photos of the 2013 SE Regional Directors' Conference.