Annual Economic
& Payments Forum
Embracing Transformation
September 20-22, 2021
Onsite AND Online Attendee Options
Catalyst Corporate is currently following COVID-19 recommendations made by the Centers for Disease Control and Prevention, as well as guidelines set by the Renaissance Dallas at Plano Legacy West Hotel. View the hotel’s "Commitment to Clean" standards.
Forum Schedule (Tentative as of July 28, 2021)
Red Indicates Onsite Only Events/Sessions
|
MONDAY, SEPTEMBER 20 |
| Start Time |
Session Titles |
Speaker |
| 8:15 AM CT |
Kick-off |
Bruce Fox, President/CEO |
| 8:30 AM CT |
Session 1: Making Sense of the Post Pandemic Economy |
Steven Houle |
| 9:30 AM CT |
Break |
|
| 9:45 AM CT |
Session 2: Maximizing Investment Income, Managing Deposit Growth |
Mark DeBree |
| 10:45 AM CT |
Break |
|
| 11:00 AM CT |
Session 3: Faster Payments - Buckle Your Seatbelt |
Reed Luhtanen |
| Noon CT |
Lunch Break |
|
| 1:30 PM CT |
Session 4: How the Global Pandemic Affects Main Street |
Jason Schenker |
| 2:30 PM CT |
Break |
|
| 2:45 PM CT |
Session 5: Competing with Digital Banks |
Dave DeFazio |
| 3:45 PM CT |
Break |
|
| 4:00 PM CT |
Workshop: Problem-Solving with the Youngest Female Pilot to Fly Completely Around the Globe |
Amelia Earhart |
| 5:30 PM CT |
Reception |
|
| 6:30 PM CT |
Event: Exploring Legacy West |
|
| TUESDAY, SEPTEMBER 21 |
| Start Time |
Session Titles |
Speaker |
| 7:30 AM CT |
Breakfast Breakout/TBA |
TBA |
| 8:30 AM CT |
Session 6: Regulatory Overview |
Lucy Ito |
| 9:30 AM CT |
Break |
|
| 9:45 AM CT |
Session 7: Payment Trends 2021 and Beyond |
Naseer Nasim |
| 10:45 AM CT |
Break |
|
| 11:00 AM CT |
Session 8: Economic Outlook on the Housing Industry |
Mark Dotzour |
| Noon CT |
Lunch Break |
Jackie Joyner-Kersee |
| 1:30 PM CT |
Session 9: Mortgage Lending Considerations for CUs |
Casey Peterson |
| 2:30 PM CT |
Break |
|
| 2:45 PM CT |
Session 10: The Economy's Impact on Credit Unions |
Bill Hampel |
| 3:45 PM CT |
Break |
|
| 4:00 PM CT |
Workshop: 3 CU Challenges -The Road to Resolution |
Christie Kimbell |
| 5:30 PM CT |
Reception |
|
| 6:30 PM CT |
Dinner on your own |
|
| WEDNESDAY, SEPTEMBER 22 |
| Start Time |
Session Titles |
Speaker |
| 8:00 AM CT |
Breakfast Breakout/TBA |
TBA |
| 9:00 AM CT |
Session 11: Welcome to the "Life's-Too-Short Economy" |
Betsey Stevenson |
| 10:00 AM CT |
Break |
|
| 10:15 AM CT |
Session 12: The Rise of Self-Service Banking |
James Robert Lay |
| 11:15 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.
Resources:
Forum 2020
On-Demand