2023 Economic
& Payments Forum
SAVE THE DATE
September 18-20, 2023
Renaissance Legacy West Hotel
Plano, Texas
Forum Schedule
Subject to change
Bold session titles indicate online streaming for virtual attendees
|
MONDAY, SEPTEMBER 19 |
| Start Time |
Session Titles |
Speaker |
| 8:30 AM CT |
Kick-off & Opening Comments |
Bruce Fox, Greg Moore |
| 8:45 AM CT |
Session 1: Leading through Turbulence |
Amelia Rose Earhart |
| 9:45 AM CT |
Break |
|
| 10:00 AM CT |
Session 2: Economic Update, CU Trends and Strategic Considerations for 2023 |
Steven Houle |
| 11:00 AM CT |
Break |
|
| 11:15 AM CT |
Session 3: FedNow and What It Means for You |
Dan Gonzalez |
| 12:15 PM CT |
Lunch Break |
|
| 1:30 PM CT |
Session 4: Economic Forecast for Credit Unions |
Steve Rick |
| 2:30 PM CT |
Break |
|
| 2:45 PM CT |
Session 5: Close Encounters of the Fintech Kind |
Dave DeFazio |
| 3:45 PM CT |
Break |
|
| 4:00 PM CT |
Session 6: Talent Challenges – Positioning Your Institution for Success in Today’s Labor Market |
Irina Panovska |
| 6:30 PM CT |
Legacy Hall Reception & Dinner |
|
| TUESDAY, SEPTEMBER 20 |
| Start Time |
Session Titles |
Speaker |
| 7:30 AM CT |
Breakfast Breakout #1: Are You On Track for CECL? |
Mark DeBree |
| 7:30 AM CT |
Breakfast Breakout #2: A Look at Catalyst's Faster Payments Solution |
Glenn Wheeler, Eric Dotson |
| 8:30 AM CT |
Session 7: Washington and the World: The New Geopolitics of Great Power Rivalry |
John Sitilides |
| 9:45 AM CT |
Break |
|
| 10:00 AM CT |
Session 8: Rates May Rise, Rates May Fall...ALM Can Conquer All |
Aaron Martini |
| 11:00 AM CT |
Break |
|
| 11:15 AM CT |
Session 9: Princess to Humanitarian: Using Your Position to Make a Difference |
Princess Sarah Culberson |
| 12:15 PM CT |
Lunch Break |
|
| 1:30 PM CT |
Session 10: Cyberthreats - Strategies and Technologies to Protect your Business |
Gene Marks |
| 2:30 PM CT |
Break |
|
| 2:45 PM CT |
Session 11: Boarding the Bullet Train for Faster Payments |
Naseer Nasim |
| 3:45 PM CT |
Break |
|
| 4:00 PM CT |
Session 12: Using Cost-Effective Interest Rate Derivatives to Hedge Risk |
Mark Wert |
| 5:00 PM CT |
Reception & Networking |
|
| 6:30 PM CT |
Dinner on your own |
|
| WEDNESDAY, SEPTEMBER 21 |
| Start Time |
Session Titles |
Speaker |
| 7:30 AM CT |
Breakfast Breakout #3: Investment Strategies for the Times |
John Kirby |
| 7:30 AM CT |
Breakfast Breakout #4: What's the Latest on Cards? |
Justin Lutes, Len Naidoo |
| 8:30 AM CT |
Session 13: What Keeps You Up At Night? Best Practices/Idea Exchange |
Mike Gullatt |
| 9:45 AM CT |
Break |
|
| 10:00 AM CT |
Session 14: Navigating the Not-Normal Economy |
Ron Insana |
| 11:00 AM CT |
Wrap Up |
Bruce Fox |
CPE credits
CPE credits will be available. The event provides a basic program level, and no prerequisites or advance preparation is required. Speakers will provide strategic financial management insights and economic outlooks, along with the latest and most pertinent payment trends.
For more information regarding CPE credits, please contact the Catalyst Corporate training department.
Catalyst Corporate Federal Credit Union is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Concerns regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.