Forum graphic 222022 Economic
& Payments Forum

FUTURE VISION
Unfolding our new environment
September 19-21, 2022
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 Registry logo

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.