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 Registry logoCPE 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: 

Education iconForum 2020
On-Demand