Speaker: David Reed

When was the last time you did a complete analysis of available field of membership options?     Most states have a similar regulatory landscape, but subtle differences are often buried in the details and can provide substantial benefits to your efforts.  Our industry is fortunate to have the advantages of a dual chartering system.  Your community needs your cooperative financial services and you can almost always contribute more to their financial wellness. You should explore expansion through low-income designation and underserved areas as well.  Join veteran credit union attorney David Reed as he reviews the current NCUA field of membership rules and applicable state considerations with an eye towards maximizing your credit union’s growth and impact.

Learning Objectives:

• Understand available field of membership expansion options
• Discover service expansion opportunities through underserved areas
• Appreciate the concept of Financial Wellness

Who should attend?

Anyone who manages compliance at a small credit union, including compliance officers, compliance staff, senior staff or the CEO.