Date: November 10, 2026
Time: 2:00 p.m. ET

Stay current on the latest Bank Secrecy Act requirements and strengthen your credit union’s compliance program. This training will cover key BSA/AML responsibilities, common compliance challenges, red flags to watch for, and practical guidance to help your credit union stay prepared and compliant. 

Agenda

Welcome
8:45 – 9:00 a.m. CT | 9:45 – 10:00 a.m. ET

Small CU Marketing, Bobbie Gardner
9:00 – 9:45 a.m. CT | 10:00 – 10:45 a.m. ET

Short on time, short on staff, and expected to do it all? This session is built for you.

In this fast-paced, no-fluff session, you’ll learn how to take your marketing from scattered to structured so you can actually get things done and see results.

You’ll walk away with:

• A clear way to plan one campaign without overthinking it
• A repeatable method to turn that campaign into email, social, and in-branch content
• Practical ways to use AI to speed up planning and content creation
• A 30-day marketing plan you can put into action immediately

This session is designed for real-world credit union teams. You’ll leave with a focused approach and tools you can start using right away.

The Puzzle-Solving Approach that Enables Small Credit Unions to Thrive, Opal Tomashevska, TruStage
9:45 – 10:30 a.m. CT | 10:45 – 11:30 a.m. ET

Small credit unions are often seen as disadvantaged by a lack of scale. But in fact, many are flourishing. These small credit unions defy stereotypes, leveraging their unique strengths as flexible, committed, member-focused institutions keyed into the needs of their particular markets and communities. Learn what makes for a small credit union that is not just surviving, but thriving.

Key Takeaway: Small credit unions thrive by leveraging their agility, strong community connections, and focus on member needs, turning perceived disadvantages into competitive strengths for sustainable growth.

Break
10:30 – 10:45 a.m. CT | 11:30 – 11:45 a.m. ET

Working with your Examiner, Craig Bilotta, NCUA
10:45 – 11:30 a.m. CT | 11:45 a.m. – 12:30 p.m. ET

In this 45-minute session, Supervisory Examiner Craig Bilotta will walk credit union leaders through practical strategies to strengthen their working relationship with their examiner and navigate the exam process with confidence.

Participants will gain insight on how examiners approach planning, scoping, and conducting the exam-and what credit unions can do to facilitate an efficient and effective examination. You’ll learn the do’s and don’ts of information sharing, tips for reducing exam friction, and techniques for aligning expectations early to avoid surprises later.